Merck & Co., Inc.
MRK- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000310158
In the last 90 days, Merck & Co., Inc. insiders filed 0 open-market purchases and 7 sales; 3,855 institutions reported holding it in 13F filings for Q2 2026, worth $254.3B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Fairfax Financial.
13F holders, Q1 2025
Institutional positions in Merck & Co., Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,459
- −96 vs. Q4 2024
- Shares held
- 1.98B
- +20.8M (+1.1%) vs. Q4 2024
- Total value
- $177.7B
- −$17.2B (−8.8%) vs. Q4 2024
- New holders
- 180
- 1,354 more added
- Sold out
- 276
- 1,598 more reduced
63 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,855 | $254.3B |
| Q1 2026 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $196.9B |
| Q3 2024 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $152.1B |
| Q4 2021 | 2,910 | $142.2B |
| Q3 2021 | 2,658 | $138.8B |
| Q2 2021 | 2,684 | $144.3B |
| Q1 2021 | 2,693 | $143.2B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sage Rhino Capital LLC | 10,581 | $949.8K | 0.22% | +91+0.9% | Added |
| Hexagon Capital Partners LLC | 10,581 | $949.8K | 0.18% | +4,090+63.0% | Added |
| Patriot Investment Management Inc. | 10,587 | $950.3K | 0.07% | −1,633−13.4% | Reduced |
| OmniStar Financial Group, Inc. | 10,578 | $951.6K | 0.75% | +5,666+115.4% | Added |
| Cladis Investment Advisory, LLC | 10,610 | $952.4K | 0.69% | +500+4.9% | Added |
| Mach-1 Financial Group, Inc. | 10,618 | $953.2K | 0.29% | +10,618 | New |
| Alhambra Investment Partners LLC | 10,623 | $953.5K | 0.49% | −50−0.5% | Reduced |
| Trilogy Capital Inc. | 10,627 | $953.8K | 0.05% | +458+4.5% | Added |
| Old North State Trust, LLC | 9,589 | $954.0K | 0.61% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 10,995 | $956.0K | 0.72% | +617+5.9% | Added |
| Riverview Trust Co | 10,656 | $956.5K | 0.94% | −3,989−27.2% | Reduced |
| Van Strum & Towne Inc. | 10,668 | $957.6K | 0.32% | +2,375+28.6% | Added |
| Apriem Advisors | 10,668 | $957.6K | 0.11% | −570−5.1% | Reduced |
| Sierra Summit Advisors LLC | 10,670 | $957.7K | 0.21% | +1,499+16.3% | Added |
| Lebenthal Global Advisors, LLC | 10,707 | $961.0K | 0.18% | −9,135−46.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 10,719 | $962.1K | 0.03% | +380+3.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10,730 | $963.1K | 0.33% | +40+0.4% | Added |
| Hilltop Partners LLC | 10,740 | $964.0K | 0.33% | +617+6.1% | Added |
| Winnow Wealth LLC | 10,748 | $964.7K | 0.89% | +1,356+14.4% | Added |
| Forza Wealth Management, LLC | 10,761 | $965.9K | 0.43% | +138+1.3% | Added |
| Wealth Effects LLC | 10,789 | $968.4K | 0.41% | +50+0.5% | Added |
| Accredited Investors Inc. | 10,811 | $970.4K | 0.06% | −958−8.1% | Reduced |
| Lavaca Capital LLC | 10,834 | $972.5K | 0.44% | −391−3.5% | Reduced |
| Mechanics Financial Corp | 10,837 | $972.7K | 0.44% | 00.0% | Unchanged |
| Lipe & Dalton | 10,862 | $975.0K | 0.55% | −697−6.0% | Reduced |
| Elevated Capital Advisors, LLC | 10,878 | $976.4K | 0.27% | +866+8.6% | Added |
| Ridgecrest Wealth Partners, LLC | 10,898 | $978.2K | 0.51% | +501+4.8% | Added |
| CVA Family Office, LLC | 10,954 | $983.2K | 0.15% | −71−0.6% | Reduced |
| Gratus Wealth Advisors, LLC | 10,969 | $984.6K | 0.16% | −5,980−35.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 10,971 | $984.8K | 0.84% | −3,224−22.7% | Reduced |
| Freestone Grove Partners LP | 10,977 | $985.3K | 0.01% | +10,977 | New |
| Orion Capital Management LLC | 10,989 | $986.4K | 0.42% | +5,334+94.3% | Added |
| Relyea Zuckerberg Hanson LLC | 11,021 | $989.2K | 0.13% | −790−6.7% | Reduced |
| Peak Retirement Planning, Inc. | 11,033 | $990.3K | 0.55% | +2,469+28.8% | Added |
| Clean Yield Group | 11,037 | $990.7K | 0.32% | −457−4.0% | Reduced |
| Everpar Advisors LLC | 11,062 | $992.9K | 0.53% | −2,542−18.7% | Reduced |
| Wincap Financial LLC | 11,063 | $993.0K | 0.94% | +1,719+18.4% | Added |
| Evernest Financial Advisors, LLC | 11,082 | $994.7K | 0.36% | −743−6.3% | Reduced |
| First Foundation Advisors | 11,112 | $997.4K | 0.04% | −1,689−13.2% | Reduced |
| Bank of New Hampshire | 11,116 | $997.8K | 0.26% | −11,482−50.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 11,127 | $998.7K | 0.03% | −187,674−94.4% | Reduced |
| Figure 8 Investment Strategies LLC | 11,132 | $999.2K | 1.05% | −1,360−10.9% | Reduced |
| Widmann Financial Services, Inc. | 11,134 | $999.4K | 0.78% | −65−0.6% | Reduced |
| Guerra Pan Advisors, LLC | 11,154 | $1.00M | 0.79% | −343−3.0% | Reduced |
| DeDora Capital, Inc. | 11,154 | $1.00M | 0.29% | −661−5.6% | Reduced |
| Sterling Investment Counsel, LLC | 11,170 | $1.00M | 0.34% | +5,572+99.5% | Added |
| Silver Oak Securities, Inc | 11,239 | $1.00M | 0.09% | −783−6.5% | Reduced |
| Impact Capital Partners LLC | 11,195 | $1.00M | 0.36% | −167−1.5% | Reduced |
| Chapin Davis, Inc. | 11,238 | $1.01M | 0.34% | −59−0.5% | Reduced |
| WBH Advisory Inc | 11,254 | $1.01M | 0.09% | −3,248−22.4% | Reduced |
| Wimmer Associates 1, LLC | 13,187 | $1.01M | 0.53% | −1,015−7.1% | Reduced |
| Physicians Financial Services, Inc. | 11,280 | $1.01M | 0.33% | −430−3.7% | Reduced |
| Prairie Sky Financial Group LLC | 11,349 | $1.02M | 0.61% | −32−0.3% | Reduced |
| Zullo Investment Group, Inc. | 11,351 | $1.02M | 0.44% | +33+0.3% | Added |
| Wealth Management Associates, Inc. | 11,359 | $1.02M | 0.44% | −45−0.4% | Reduced |
| Close Asset Management Ltd | 11,414 | $1.02M | 0.03% | +1,420+14.2% | Added |
| Stableford Capital II LLC | 13,153 | $1.03M | 0.43% | −7,941−37.6% | Reduced |
| Wellington Shields Capital Management, LLC | 11,433 | $1.03M | 0.19% | −145,719−92.7% | Reduced |
| Hunter Associates Investment Management LLC | 11,442 | $1.03M | 0.16% | −56−0.5% | Reduced |
| American Trust Investment Advisors, LLC | 11,473 | $1.03M | 0.43% | +2,690+30.6% | Added |
| JGP Wealth Management, LLC | 11,479 | $1.03M | 0.14% | +6,830+146.9% | Added |
| LexAurum Advisors, LLC | 11,509 | $1.03M | 0.20% | +9+0.1% | Added |
| Connecticut Wealth Management, LLC | 11,513 | $1.03M | 0.05% | −1,116−8.8% | Reduced |
| Good Life Advisors, LLC | 11,522 | $1.03M | 0.07% | +767+7.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,523 | $1.03M | 0.00% | −291,231−96.2% | Reduced |
| Regal Investment Advisors LLC | 11,536 | $1.04M | 0.08% | −33−0.3% | Reduced |
| denkapparat Operations GmbH | 11,554 | $1.04M | 1.10% | −3,328−22.4% | Reduced |
| Gilman Hill Asset Management, LLC | 11,563 | $1.04M | 0.18% | −309−2.6% | Reduced |
| Baxter Bros Inc | 11,572 | $1.04M | 0.14% | −1,992−14.7% | Reduced |
| South Plains Financial, Inc. | 11,599 | $1.04M | 0.81% | +1,651+16.6% | Added |
| Fragasso Group Inc. | 11,604 | $1.04M | 0.08% | −31,329−73.0% | Reduced |
| Intelligence Driven Advisers, LLC | 11,606 | $1.04M | 0.20% | −1,452−11.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 11,618 | $1.04M | 0.03% | +192+1.7% | Added |
| Linden Thomas Advisory Services, LLC | 11,659 | $1.05M | 0.14% | +726+6.6% | Added |
| Capital Square, LLC | 11,694 | $1.05M | 0.62% | +513+4.6% | Added |
| Pullen Investment Management, LLC | 11,721 | $1.05M | 0.66% | +235+2.0% | Added |
| Tradewinds, LLC. | 11,754 | $1.06M | 0.30% | −1,786−13.2% | Reduced |
| Lee Financial Co | 11,730 | $1.06M | 0.16% | −583−4.7% | Reduced |
| 111 Capital | 11,761 | $1.06M | 0.20% | +2,973+33.8% | Added |
| Motiv8 Investments LLC | 11,764 | $1.06M | 0.70% | +457+4.0% | Added |
| K2 Principal Fund, L.P. | 11,784 | $1.06M | 0.16% | −1,248−9.6% | Reduced |
| North Star Asset Management Inc | 11,804 | $1.06M | 0.05% | +426+3.7% | Added |
| Dark Forest Capital Management LP | 11,819 | $1.06M | 0.05% | +9,359+380.4% | Added |
| Allen Capital Group, LLC | 11,832 | $1.06M | 0.12% | −360−3.0% | Reduced |
| Cornerstone Advisory, LLC | 13,441 | $1.06M | 0.12% | +316+2.4% | Added |
| Gladius Capital Management LP | 11,848 | $1.06M | 1.05% | −291−2.4% | Reduced |
| Canopy Partners, LLC | 11,862 | $1.06M | 0.41% | +404+3.5% | Added |
| Pegasus Asset Management, Inc. | 11,866 | $1.07M | 0.43% | −23,760−66.7% | Reduced |
| Jupiter Wealth Management LLC | 13,800 | $1.07M | 0.65% | −3,500−20.2% | Reduced |
| M. Kraus & Co | 11,892 | $1.07M | 0.32% | 00.0% | Unchanged |
| Callan Capital, LLC | 11,927 | $1.07M | 0.08% | −468−3.8% | Reduced |
| Elgethun Capital Management | 11,938 | $1.07M | 0.24% | −167−1.4% | Reduced |
| Schulhoff & Co Inc | 11,963 | $1.07M | 0.48% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 11,866 | $1.07M | 0.27% | +1,797+17.8% | Added |
| VeraBank, N.A. | 11,978 | $1.08M | 0.30% | +139+1.2% | Added |
| Keynote Financial Services LLC | 11,987 | $1.08M | 0.77% | +3,521+41.6% | Added |
| American Assets Inc | 12,000 | $1.08M | 0.37% | +8,000+200.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 12,001 | $1.08M | 0.42% | +56+0.5% | Added |
| Gibson Wealth Advisors LLC | 12,005 | $1.08M | 0.86% | +2,000+20.0% | Added |
| CRA Financial Services, LLC | 12,015 | $1.08M | 0.18% | −221−1.8% | Reduced |