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 |
|---|---|---|---|---|---|
| Pine Haven Investment Counsel, Inc | 14,022 | $1.26M | 1.06% | −105−0.7% | Reduced |
| WCG Wealth Advisors LLC | 14,073 | $1.26M | 0.10% | −827−5.6% | Reduced |
| EverSource Wealth Advisors, LLC | 14,076 | $1.26M | 0.07% | +439+3.2% | Added |
| Paradigm Financial Partners, LLC | 14,096 | $1.27M | 0.16% | −1,209−7.9% | Reduced |
| CoreCap Advisors, LLC | 14,118 | $1.27M | 0.06% | +2,420+20.7% | Added |
| Navalign, LLC | 14,118 | $1.27M | 0.36% | +516+3.8% | Added |
| Bull Street Advisors, LLC | 14,123 | $1.27M | 0.61% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 14,135 | $1.27M | 0.75% | +336+2.4% | Added |
| Wealth Architects, LLC | 14,162 | $1.27M | 0.14% | +154+1.1% | Added |
| Agate Pass Investment Management, LLC | 14,165 | $1.27M | 0.54% | +7,050+99.1% | Added |
| Baker Tilly Wealth Management, LLC | 14,168 | $1.27M | 0.50% | +2,799+24.6% | Added |
| Glynn Capital Management LLC | 14,201 | $1.27M | 0.34% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14,236 | $1.28M | 0.07% | +1,476+11.6% | Added |
| CFM Wealth Partners LLC | 14,260 | $1.28M | 0.23% | −3,699−20.6% | Reduced |
| Winthrop Capital Management, LLC | 14,264 | $1.28M | 0.35% | +279+2.0% | Added |
| Csenge Advisory Group | 16,424 | $1.28M | 0.07% | −4,810−22.7% | Reduced |
| Aaron Wealth Advisors | 14,273 | $1.28M | 0.15% | +175+1.2% | Added |
| City State Bank | 14,284 | $1.28M | 0.42% | −43−0.3% | Reduced |
| GoalVest Advisory LLC | 14,287 | $1.28M | 0.35% | +4,256+42.4% | Added |
| 1248 Management, LLC | 14,165 | $1.28M | 0.55% | +50.0% | Added |
| Cadinha & Co LLC | 14,323 | $1.29M | 0.28% | −7,515−34.4% | Reduced |
| Abacus Planning Group, Inc. | 14,335 | $1.29M | 0.23% | +2,310+19.2% | Added |
| Triangle Securities Wealth Management | 14,338 | $1.29M | 0.33% | +759+5.6% | Added |
| Aster Capital Management (DIFC) Ltd | 13,998 | $1.29M | 0.24% | +13,998 | New |
| Northwest Capital Management Inc | 14,413 | $1.29M | 0.53% | −962−6.3% | Reduced |
| Vectors Research Management, LLC | 14,439 | $1.30M | 0.45% | +16+0.1% | Added |
| Eley Financial Management, Inc | 14,876 | $1.30M | 0.52% | +101+0.7% | Added |
| Breakwater Capital Group | 14,459 | $1.30M | 0.23% | −231−1.6% | Reduced |
| Value Partners Investments Inc. | 14,519 | $1.30M | 0.11% | +250+1.8% | Added |
| Prudent Man Advisors, LLC | 14,534 | $1.30M | 0.47% | +469+3.3% | Added |
| LVW Advisors, LLC | 14,559 | $1.31M | 0.16% | +4,086+39.0% | Added |
| Hendershot Investments Inc. | 14,585 | $1.31M | 0.18% | −886−5.7% | Reduced |
| Bank & Trust Co | 14,598 | $1.31M | 1.07% | −691−4.5% | Reduced |
| E&G Advisors, LP | 14,598 | $1.31M | 0.37% | −100−0.7% | Reduced |
| Hager Investment Management Services, LLC | 14,640 | $1.31M | 0.92% | −660−4.3% | Reduced |
| Occidental Asset Management, LLC | 14,654 | $1.32M | 0.20% | +497+3.5% | Added |
| American Investment Services, Inc. | 14,671 | $1.32M | 0.23% | +10,951+294.4% | Added |
| Reuter James Wealth Management, LLC | 14,671 | $1.32M | 0.23% | +30+0.2% | Added |
| Platform Technology Partners | 14,712 | $1.32M | 0.38% | +1,794+13.9% | Added |
| Weaver C. Barksdale & Associates, Inc. | 14,761 | $1.32M | 1.27% | +3,723+33.7% | Added |
| Telos Capital Management, Inc. | 14,777 | $1.33M | 0.14% | −72−0.5% | Reduced |
| Harvest Fund Management Co., Ltd | 14,803 | $1.33M | 0.07% | +14,795+184,937.5% | Added |
| Redwood Wealth Management Group, LLC | 14,822 | $1.33M | 0.68% | +204+1.4% | Added |
| Wisconsin Capital Management LLC | 14,835 | $1.33M | 0.85% | −550−3.6% | Reduced |
| London Co of Virginia | 14,842 | $1.33M | 0.01% | −2,152,170−99.3% | Reduced |
| Opinicus Capital, Inc. | 14,855 | $1.33M | 1.18% | +2,326+18.6% | Added |
| Precedent Wealth Partners, LLC | 14,880 | $1.34M | 0.37% | +3,221+27.6% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 14,890 | $1.34M | 0.62% | +14,890 | New |
| Howard Capital Management Inc. | 14,912 | $1.34M | 0.03% | −2,281−13.3% | Reduced |
| Claro Advisors LLC | 14,939 | $1.34M | 0.18% | −914−5.8% | Reduced |
| LMR Partners LLP | 14,995 | $1.35M | 0.03% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 15,000 | $1.35M | 0.46% | +15,000 | New |
| Net Worth Advisory Group | 15,004 | $1.35M | 0.42% | +1,441+10.6% | Added |
| AXS Investments LLC | 15,014 | $1.35M | 0.37% | +578+4.0% | Added |
| YANKCOM Partnership | 15,015 | $1.35M | 0.74% | +1,353+9.9% | Added |
| Register Financial Advisors LLC | 15,023 | $1.35M | 0.70% | +111+0.7% | Added |
| Exchange Bank | 15,033 | $1.35M | 1.09% | −568−3.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 15,063 | $1.35M | 0.22% | +4,110+37.5% | Added |
| Aigen Investment Management, LP | 15,064 | $1.35M | 0.22% | −28,834−65.7% | Reduced |
| Aspiriant, LLC | 15,094 | $1.35M | 0.05% | −178−1.2% | Reduced |
| Guardian Investment Management | 15,100 | $1.36M | 1.16% | −200−1.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 15,129 | $1.36M | 0.17% | −274−1.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 15,162 | $1.36M | 0.38% | −1,149−7.0% | Reduced |
| Princeton Capital Management LLC | 15,192 | $1.36M | 0.48% | −1,234−7.5% | Reduced |
| Journey Strategic Wealth LLC | 15,216 | $1.37M | 0.05% | −235−1.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 12,031 | $1.37M | 0.13% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 15,225 | $1.37M | 0.36% | +252+1.7% | Added |
| Ramirez Asset Management, Inc. | 15,266 | $1.37M | 0.29% | −600−3.8% | Reduced |
| Accurate Wealth Management, LLC | 17,321 | $1.37M | 0.26% | +1,652+10.5% | Added |
| Processus Wealth & Capital Management, LLC | 15,322 | $1.38M | 1.17% | +314+2.1% | Added |
| Headinvest, LLC | 15,326 | $1.38M | 0.27% | −6,036−28.3% | Reduced |
| Gold Investment Management Ltd. | 15,339 | $1.38M | 0.58% | +346+2.3% | Added |
| Trust Point Inc. | 15,383 | $1.38M | 0.13% | −1,590−9.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 15,395 | $1.38M | 0.90% | −568−3.6% | Reduced |
| Legato Capital Management LLC | 15,403 | $1.38M | 0.19% | −10,100−39.6% | Reduced |
| Marcum Wealth, LLC | 15,414 | $1.38M | 0.12% | −2,761−15.2% | Reduced |
| MCF Advisors LLC | 15,313 | $1.38M | 0.10% | −1,247−7.5% | Reduced |
| PBMares Wealth Management LLC | 15,418 | $1.38M | 0.28% | −734−4.5% | Reduced |
| Gen-Wealth Partners Inc | 15,438 | $1.39M | 0.58% | +1,275+9.0% | Added |
| Center for Financial Planning, Inc. | 15,448 | $1.39M | 0.18% | +643+4.3% | Added |
| Inman Jager Wealth Management, LLC | 15,461 | $1.39M | 1.04% | +1,695+12.3% | Added |
| Cascade Financial Partners, LLC | 15,465 | $1.39M | 0.17% | +465+3.1% | Added |
| Wealth Alliance | 15,479 | $1.39M | 0.17% | +554+3.7% | Added |
| Scott & Selber, Inc. | 15,485 | $1.39M | 0.45% | −28,068−64.4% | Reduced |
| St. Louis Trust Co | 15,488 | $1.39M | 0.20% | +1,700+12.3% | Added |
| Deseret Mutual Benefit Administrators | 15,496 | $1.39M | 0.69% | +692+4.7% | Added |
| Peregrine Asset Advisers, Inc. | 15,525 | $1.39M | 0.52% | −450−2.8% | Reduced |
| Martin & Co Inc | 15,527 | $1.39M | 0.27% | +246+1.6% | Added |
| OneAscent Financial Services LLC | 15,742 | $1.40M | 0.09% | +1,982+14.4% | Added |
| Donoghue Forlines LLC | 15,586 | $1.40M | 0.44% | +15,586 | New |
| First National Bank of Mount Dora, Trust Investment Services | 15,603 | $1.40M | 0.34% | −33,470−68.2% | Reduced |
| Intrinsic Value Partners, LLC | 15,677 | $1.41M | 1.39% | +12,928+470.3% | Added |
| Diversify Advisory Services, LLC | 16,620 | $1.41M | 0.09% | +2,106+14.5% | Added |
| DGS Capital Management, LLC | 15,692 | $1.41M | 0.37% | +4,119+35.6% | Added |
| Camarda Financial Advisors, LLC | 15,696 | $1.41M | 0.64% | −124−0.8% | Reduced |
| Baker Chad R | 15,700 | $1.41M | 0.29% | −4,850−23.6% | Reduced |
| Borer Denton & Associates, Inc. | 15,724 | $1.41M | 0.50% | −400−2.5% | Reduced |
| Chesapeake Wealth Management | 15,728 | $1.41M | 0.50% | −450−2.8% | Reduced |
| Waldron Private Wealth LLC | 15,611 | $1.41M | 0.07% | −14,926−48.9% | Reduced |
| Trust Co | 15,743 | $1.41M | 0.17% | +4,518+40.2% | Added |