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 |
|---|---|---|---|---|---|
| Kanawha Capital Management LLC | 15,745 | $1.41M | 0.11% | −3,334−17.5% | Reduced |
| Sunflower Bank, N.A. | 15,782 | $1.42M | 0.40% | −48−0.3% | Reduced |
| Umpqua Bank | 15,837 | $1.42M | 0.49% | −1,460−8.4% | Reduced |
| Laurion Capital Management LP | 15,840 | $1.42M | 0.11% | −135,715−89.5% | Reduced |
| Gryphon Financial Partners LLC | 15,896 | $1.43M | 0.21% | −938−5.6% | Reduced |
| BCS Wealth Management | 15,914 | $1.43M | 0.37% | +85+0.5% | Added |
| AdvisorNet Financial, Inc | 15,921 | $1.43M | 0.11% | −1,594−9.1% | Reduced |
| Home Federal Bank of Tennessee | 15,940 | $1.43M | 0.42% | −823−4.9% | Reduced |
| Richwood Investment Advisors, LLC | 15,945 | $1.43M | 1.22% | −837−5.0% | Reduced |
| BTG Pactual Asset Management US LLC | 15,957 | $1.43M | 0.19% | +3,712+30.3% | Added |
| Proficio Capital Partners LLC | 16,110 | $1.43M | 0.11% | +631+4.1% | Added |
| Ellevest, Inc. | 15,993 | $1.44M | 0.10% | +1,847+13.1% | Added |
| Atlas Brown,Inc. | 15,995 | $1.44M | 0.50% | −286−1.8% | Reduced |
| Sherbrooke Park Advisers LLC | 16,029 | $1.44M | 0.67% | +7,971+98.9% | Added |
| Teza Capital Management LLC | 16,034 | $1.44M | 0.66% | +16,034 | New |
| Hardy Reed LLC | 16,061 | $1.44M | 0.13% | +9,380+140.4% | Added |
| Evermay Wealth Management LLC | 15,965 | $1.44M | 0.19% | −484−2.9% | Reduced |
| Creative Financial Designs Inc | 16,096 | $1.44M | 0.12% | +11,017+216.9% | Added |
| Van Hulzen Asset Management, LLC | 16,111 | $1.45M | 0.13% | −32,567−66.9% | Reduced |
| McDonald Partners LLC | 16,158 | $1.45M | 0.38% | −1,228−7.1% | Reduced |
| Formidable Asset Management, LLC | 16,248 | $1.46M | 0.24% | −5,004−23.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 16,265 | $1.46M | 0.76% | −1,018−5.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,363 | $1.47M | 0.06% | +930+6.0% | Added |
| Meridian Financial, LLC | 16,395 | $1.47M | 1.03% | +98+0.6% | Added |
| St. Johns Investment Management Company, LLC | 16,420 | $1.47M | 0.73% | −997−5.7% | Reduced |
| Kennebec Savings Bank | 16,435 | $1.48M | 1.56% | +1,118+7.3% | Added |
| Am Investment Strategies LLC | 16,442 | $1.48M | 0.36% | −72−0.4% | Reduced |
| Cypress Asset Management Inc | 16,477 | $1.48M | 0.40% | −26,847−62.0% | Reduced |
| Whalerock Point Partners, LLC | 16,490 | $1.48M | 0.35% | −875−5.0% | Reduced |
| Wealthquest Corp | 16,503 | $1.48M | 0.12% | −116−0.7% | Reduced |
| Segment Wealth Management, LLC | 16,503 | $1.48M | 0.10% | −805−4.7% | Reduced |
| Affinity Investment Advisors, LLC | 16,528 | $1.48M | 1.21% | −177−1.1% | Reduced |
| Kavar Capital Partners Group, LLC | 16,530 | $1.48M | 0.25% | −132−0.8% | Reduced |
| Convergence Investment Partners, LLC | 16,540 | $1.48M | 0.41% | +1,017+6.6% | Added |
| Acropolis Investment Management, LLC | 16,605 | $1.49M | 0.09% | −591−3.4% | Reduced |
| Matrix Trust Co | 16,617 | $1.49M | 0.25% | +849+5.4% | Added |
| Agf Management Ltd | 16,646 | $1.49M | 0.01% | −18,154−52.2% | Reduced |
| Doliver Advisors, LP | 16,663 | $1.50M | 0.42% | +316+1.9% | Added |
| Windsor Capital Management, LLC | 16,666 | $1.50M | 0.46% | −216−1.3% | Reduced |
| Shufro Rose & Co LLC | 16,668 | $1.50M | 0.12% | −908−5.2% | Reduced |
| City Holding Co | 16,672 | $1.50M | 0.21% | −6,688−28.6% | Reduced |
| West Family Investments, Inc. | 16,685 | $1.50M | 0.56% | +439+2.7% | Added |
| Lindbrook Capital, LLC | 16,722 | $1.50M | 0.14% | −1,404−7.7% | Reduced |
| Stone Point Wealth LLC | 16,747 | $1.50M | 0.51% | −2,187−11.6% | Reduced |
| Avidian Wealth Solutions, LLC | 16,758 | $1.50M | 0.07% | −272−1.6% | Reduced |
| PDS Planning, Inc | 16,767 | $1.50M | 0.13% | +892+5.6% | Added |
| Financial Advocates Investment Management | 16,845 | $1.51M | 0.11% | −2,312−12.1% | Reduced |
| Sawyer & Company, Inc | 16,864 | $1.51M | 0.61% | −609−3.5% | Reduced |
| Bernardo Wealth Planning LLC | 16,872 | $1.51M | 0.36% | +70.0% | Added |
| RiverFront Investment Group, LLC | 16,901 | $1.52M | 0.03% | +3,812+29.1% | Added |
| Ransom Advisory, Ltd | 16,923 | $1.52M | 0.75% | +2,822+20.0% | Added |
| Old North State Wealth Management, LLC | 16,938 | $1.52M | 0.85% | +1,771+11.7% | Added |
| Redmond Asset Management, LLC | 16,958 | $1.52M | 0.39% | +1,668+10.9% | Added |
| Sentinel Trust Co Lba | 17,004 | $1.53M | 0.18% | −749−4.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 17,020 | $1.53M | 0.99% | +6,202+57.3% | Added |
| Cornerstone Select Advisors, LLC | 17,056 | $1.53M | 1.45% | +2,154+14.5% | Added |
| Independent Solutions Wealth Management, LLC | 17,072 | $1.53M | 0.34% | +896+5.5% | Added |
| Signet Investment Advisory Group, Inc. | 17,089 | $1.53M | 0.77% | +41+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 15,420 | $1.53M | 0.50% | 00.0% | Unchanged |
| Grove Bank & Trust | 17,097 | $1.53M | 0.21% | +1,809+11.8% | Added |
| Fairfield, Bush & Co. | 17,100 | $1.53M | 0.97% | +4,679+37.7% | Added |
| Oak Associates, Ltd | 17,168 | $1.54M | 0.12% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 17,250 | $1.55M | 0.09% | +2,326+15.6% | Added |
| Camden Capital, LLC | 17,269 | $1.55M | 0.16% | −2,212−11.4% | Reduced |
| Diligent Investors, LLC | 17,275 | $1.55M | 0.38% | −245−1.4% | Reduced |
| Twelve Points Wealth Management LLC | 17,339 | $1.56M | 0.42% | +1,577+10.0% | Added |
| SageView Advisory Group, LLC | 17,351 | $1.56M | 0.07% | −7,002−28.8% | Reduced |
| Private Wealth Asset Management, LLC | 17,355 | $1.56M | 0.22% | +17,355 | New |
| GraniteShares Advisors LLC | 17,405 | $1.56M | 1.00% | +173+1.0% | Added |
| Aull & Monroe Investment Management Corp | 17,431 | $1.56M | 0.78% | −33−0.2% | Reduced |
| Landscape Capital Management, L.L.C. | 17,440 | $1.57M | 0.14% | +17,440 | New |
| LeClair Wealth Partners LLC | 17,472 | $1.57M | 1.13% | +109+0.6% | Added |
| Wedmont Private Capital | 19,836 | $1.57M | 0.08% | −15,726−44.2% | Reduced |
| J. Goldman & Co LP | 17,518 | $1.57M | 0.06% | −56,437−76.3% | Reduced |
| Flavin Financial Services, Inc. | 17,546 | $1.57M | 1.45% | +860+5.2% | Added |
| Garrison Point Advisors, LLC | 17,692 | $1.59M | 0.77% | −909−4.9% | Reduced |
| Probity Advisors, Inc. | 17,747 | $1.59M | 0.31% | +830+4.9% | Added |
| CSS LLC | 17,775 | $1.60M | 0.11% | +1,730+10.8% | Added |
| Brady Martz Wealth Solutions, LLC | 17,803 | $1.60M | 0.36% | −136−0.8% | Reduced |
| Abc Arbitrage SA | 17,806 | $1.60M | 0.30% | +17,806 | New |
| Founders Financial Alliance, LLC | 17,848 | $1.60M | 0.39% | +2,759+18.3% | Added |
| Frank, Rimerman Advisors LLC | 17,882 | $1.61M | 0.13% | −5,093−22.2% | Reduced |
| Evoke Wealth, LLC | 17,749 | $1.61M | 0.04% | −278−1.5% | Reduced |
| BCJ Capital Management, LLC | 17,929 | $1.61M | 0.12% | +1,601+9.8% | Added |
| Harbour Investments, Inc. | 17,951 | $1.61M | 0.05% | −1,836−9.3% | Reduced |
| Puzo Michael J | 17,958 | $1.61M | 0.46% | −245−1.3% | Reduced |
| Paragon Capital Management Inc | 17,988 | $1.61M | 1.30% | +3,013+20.1% | Added |
| Ascent Wealth Partners, LLC | 17,994 | $1.62M | 0.22% | +89+0.5% | Added |
| Quest Investment Management LLC | 18,000 | $1.62M | 0.20% | −55,298−75.4% | Reduced |
| Calamos Wealth Management LLC | 18,040 | $1.62M | 0.08% | −1,984−9.9% | Reduced |
| Insigneo Advisory Services, LLC | 18,089 | $1.62M | 0.17% | −1,736−8.8% | Reduced |
| Centiva Capital, LP | 18,102 | $1.62M | 0.09% | −6,143−25.3% | Reduced |
| IAM Advisory, LLC | 18,106 | $1.63M | 0.42% | +306+1.7% | Added |
| Clarkston Capital Partners, LLC | 18,107 | $1.63M | 0.03% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 18,149 | $1.63M | 0.26% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 18,150 | $1.63M | 0.39% | +1,477+8.9% | Added |
| First County Bank | 18,185 | $1.63M | 0.90% | +836+4.8% | Added |
| LaSalle St. Investment Advisors, LLC | 18,204 | $1.63M | 0.38% | +142+0.8% | Added |
| Chiron Capital Management, LLC | 18,239 | $1.64M | 1.49% | +8,005+78.2% | Added |
| Enterprise Financial Services Corp | 18,278 | $1.64M | 0.97% | −2,466−11.9% | Reduced |