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 |
|---|---|---|---|---|---|
| Leigh Baldwin & Co., LLC | 21,062 | $1.89M | 1.52% | −353−1.6% | Reduced |
| Ashford Capital Management Inc | 21,067 | $1.89M | 0.24% | +3,722+21.5% | Added |
| West Paces Advisors Inc. | 21,082 | $1.89M | 0.43% | +2,201+11.7% | Added |
| Clarius Group, LLC | 21,091 | $1.89M | 0.12% | −2,941−12.2% | Reduced |
| Red Cedar Investment Management, LLC | 21,092 | $1.89M | 0.26% | −10,004−32.2% | Reduced |
| Cornerstone Wealth Group, LLC | 21,149 | $1.90M | 0.16% | −99,340−82.4% | Reduced |
| Financial Advisory Partners, LLC | 21,176 | $1.90M | 0.64% | −496−2.3% | Reduced |
| Bridgewater Advisors Inc. | 22,572 | $1.91M | 0.17% | −1,241−5.2% | Reduced |
| Founders Financial Securities LLC | 23,000 | $1.91M | 0.16% | +4,014+21.1% | Added |
| AlTi Global, Inc. | 21,298 | $1.93M | 0.05% | −673−3.1% | Reduced |
| Nations Financial Group Inc, | 21,496 | $1.93M | 0.15% | −6,686−23.7% | Reduced |
| Compass Ion Advisors, LLC | 21,549 | $1.93M | 0.23% | −919−4.1% | Reduced |
| Fiduciary Group LLC | 21,621 | $1.94M | 0.19% | −162−0.7% | Reduced |
| Asset Dedication, LLC | 21,696 | $1.95M | 0.16% | −9,663−30.8% | Reduced |
| Cornerstone Wealth Management, LLC | 21,737 | $1.95M | 0.13% | −365−1.7% | Reduced |
| Stratos Wealth Advisors, LLC | 21,774 | $1.95M | 0.11% | −17,730−44.9% | Reduced |
| Littlejohn Financial Services, Inc. | 21,785 | $1.96M | 1.54% | +876+4.2% | Added |
| Allred Capital Management, LLC | 21,815 | $1.96M | 0.78% | −976−4.3% | Reduced |
| DAGCO, Inc. | 21,874 | $1.96M | 0.64% | −1,467−6.3% | Reduced |
| Massachusetts Wealth Management | 21,899 | $1.97M | 1.35% | −550−2.4% | Reduced |
| SBI Securities Co., Ltd. | 21,901 | $1.97M | 0.07% | +968+4.6% | Added |
| First City Capital Management, Inc. | 21,915 | $1.97M | 1.18% | −890−3.9% | Reduced |
| Berkeley, Inc | 21,920 | $1.97M | 0.92% | −6,273−22.3% | Reduced |
| Tevis Investment Management | 19,634 | $1.97M | 1.46% | 00.0% | Unchanged |
| Orion Investment Co | 21,948 | $1.97M | 0.81% | −12−0.1% | Reduced |
| Clark Capital Management Group, Inc. | 22,044 | $1.98M | 0.01% | −359,592−94.2% | Reduced |
| Enhancing Capital LLC | 22,067 | $1.98M | 1.58% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 22,104 | $1.98M | 0.71% | −1,350−5.8% | Reduced |
| Broderick Brian C | 22,147 | $1.99M | 0.40% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 22,198 | $1.99M | 0.20% | −18,857−45.9% | Reduced |
| Modern Wealth Management, LLC | 22,201 | $1.99M | 0.06% | +10,001+82.0% | Added |
| Sippican Capital Advisors | 22,268 | $2.00M | 1.51% | +850+4.0% | Added |
| Berkeley Capital Partners, LLC | 22,374 | $2.01M | 0.55% | +11,928+114.2% | Added |
| Advisors Management Group Inc | 22,417 | $2.01M | 0.44% | +514+2.3% | Added |
| Smith, Moore & Co. | 22,499 | $2.02M | 0.19% | −123−0.5% | Reduced |
| TFR Capital, LLC. | 22,554 | $2.02M | 0.84% | +5,289+30.6% | Added |
| Pathway Financial Advisers, LLC | 22,569 | $2.03M | 0.69% | +94+0.4% | Added |
| CFS Investment Advisory Services, LLC | 22,605 | $2.03M | 0.18% | −164−0.7% | Reduced |
| Callan Family Office, LLC | 22,619 | $2.03M | 0.15% | −29,332−56.5% | Reduced |
| Peoples Financial Services Corp. | 22,656 | $2.03M | 0.98% | +100+0.4% | Added |
| McKinley Carter Wealth Services, Inc. | 22,676 | $2.04M | 0.13% | +2,665+13.3% | Added |
| Hikari Power Ltd | 22,710 | $2.04M | 0.16% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 22,736 | $2.04M | 0.71% | +1,106+5.1% | Added |
| MMBG Investment Advisors Co. | 22,563 | $2.04M | 0.23% | 00.0% | Unchanged |
| Bowman & Co S.C. | 22,769 | $2.04M | 1.00% | +651+2.9% | Added |
| Skopos Labs, Inc. | 22,770 | $2.04M | 0.44% | +11,599+103.8% | Added |
| Gifford Fong Associates | 22,900 | $2.06M | 0.51% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 22,975 | $2.06M | 0.16% | −15,764−40.7% | Reduced |
| Acuta Capital Partners, LLC | 22,994 | $2.06M | 2.39% | +22,994 | New |
| Leo Wealth, LLC | 23,003 | $2.06M | 0.30% | −4,562−16.5% | Reduced |
| Watts Gwilliam & Co., LLC | 23,051 | $2.07M | 0.45% | +15,088+189.5% | Added |
| Dominguez Wealth Management Solutions, Inc. | 23,083 | $2.07M | 1.52% | +254+1.1% | Added |
| Jeppson Wealth Management, LLC | 23,113 | $2.07M | 0.76% | −123−0.5% | Reduced |
| Insight Advisors, LLC | 23,160 | $2.08M | 0.36% | −1,139−4.7% | Reduced |
| Counterweight Ventures, LLC | 23,174 | $2.08M | 1.49% | +716+3.2% | Added |
| Tounjian Advisory Partners, LLC | 23,186 | $2.08M | 0.39% | +23,186 | New |
| Zhang Financial LLC | 23,187 | $2.08M | 0.11% | +702+3.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 23,218 | $2.08M | 0.43% | −201−0.9% | Reduced |
| American National Bank | 23,222 | $2.08M | 0.23% | −5,638−19.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 23,291 | $2.09M | 0.34% | +216+0.9% | Added |
| Atlantic Trust, LLC | 23,413 | $2.10M | 0.47% | −4,204−15.2% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 23,439 | $2.10M | 0.40% | −6,626−22.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 23,448 | $2.10M | 0.51% | +370+1.6% | Added |
| Banque Transatlantique SA | 23,633 | $2.12M | 0.06% | −1,678−6.6% | Reduced |
| Allen Wealth Management, LLC | 23,634 | $2.12M | 1.46% | −312−1.3% | Reduced |
| Brendel Financial Advisors LLC | 23,668 | $2.12M | 1.29% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 23,683 | $2.13M | 0.66% | −250−1.0% | Reduced |
| Centaurus Financial, Inc. | 23,706 | $2.13M | 0.13% | +12,800+117.4% | Added |
| Stonebridge Capital Management Inc | 23,727 | $2.13M | 0.92% | −2,545−9.7% | Reduced |
| Hayek Kallen Investment Management | 23,759 | $2.13M | 0.79% | −1,815−7.1% | Reduced |
| Pure Financial Advisors, Inc. | 23,774 | $2.13M | 0.04% | +1,186+5.3% | Added |
| LMG Wealth Partners, LLC | 23,783 | $2.13M | 0.48% | +695+3.0% | Added |
| Brandywine Oak Private Wealth LLC | 23,786 | $2.14M | 0.21% | −3,347−12.3% | Reduced |
| Lecap Asset Management Ltd | 23,852 | $2.14M | 0.50% | +5,415+29.4% | Added |
| SIH Partners, LLLP | 23,887 | $2.14M | 0.19% | +23,887 | New |
| Quantessence Capital LLC | 24,198 | $2.17M | 0.54% | +24,198 | New |
| Foundations Investment Advisors, LLC | 24,266 | $2.18M | 0.04% | −48,795−66.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 24,533 | $2.20M | 0.14% | −697−2.8% | Reduced |
| First PREMIER Bank | 24,639 | $2.21M | 0.56% | −1,609−6.1% | Reduced |
| OV Management LLC | 24,646 | $2.21M | 1.04% | +10,923+79.6% | Added |
| SCS Capital Management LLC | 24,514 | $2.21M | 0.03% | +24,514 | New |
| Northstar Group, Inc. | 24,829 | $2.23M | 0.36% | +1,759+7.6% | Added |
| Key Financial Inc | 24,838 | $2.23M | 0.49% | +40+0.2% | Added |
| Naviter Wealth, LLC | 24,773 | $2.23M | 0.27% | +192+0.8% | Added |
| Arvest Bank Trust Division | 24,889 | $2.23M | 0.14% | −265−1.1% | Reduced |
| Cornercap Investment Counsel Inc | 24,899 | $2.23M | 1.17% | −284−1.1% | Reduced |
| Heritage Wealth Management, Inc. | 24,914 | $2.24M | 0.76% | −2,461−9.0% | Reduced |
| Tealwood Asset Management Inc | 24,919 | $2.24M | 1.04% | −6,326−20.2% | Reduced |
| Little House Capital LLC | 24,928 | $2.24M | 0.61% | +697+2.9% | Added |
| Forte Capital LLC | 25,008 | $2.24M | 0.27% | +1,343+5.7% | Added |
| West Branch Capital LLC | 25,016 | $2.25M | 0.75% | +3,349+15.5% | Added |
| Altfest L J & Co Inc | 25,043 | $2.25M | 0.28% | +358+1.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,045 | $2.25M | 0.04% | −1,790−6.7% | Reduced |
| New England Research & Management, Inc. | 25,055 | $2.25M | 1.14% | +895+3.7% | Added |
| Traynor Capital Management, Inc. | 25,116 | $2.25M | 0.19% | −2,270−8.3% | Reduced |
| Integrity Alliance, LLC. | 25,177 | $2.26M | 0.09% | +19,818+369.8% | Added |
| XTX Topco Ltd | 25,325 | $2.27M | 0.12% | +15,404+155.3% | Added |
| Strong Tower Advisory Services | 28,002 | $2.27M | 0.56% | +9,598+52.2% | Added |
| Mystic Asset Management, Inc. | 25,333 | $2.27M | 0.60% | +1,382+5.8% | Added |
| Chicago Capital, LLC | 25,361 | $2.28M | 0.06% | +53+0.2% | Added |