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 |
|---|---|---|---|---|---|
| Commonwealth Retirement Investments LLC | 25,372 | $2.28M | 0.93% | −90−0.4% | Reduced |
| Peterson Wealth Services | 25,384 | $2.28M | 0.71% | +3,905+18.2% | Added |
| Murphy Pohlad Asset Management LLC | 25,408 | $2.28M | 0.97% | +200+0.8% | Added |
| Chesapeake Asset Management LLC | 25,510 | $2.29M | 2.18% | −3,432−11.9% | Reduced |
| Cigna Investments Inc | 25,510 | $2.29M | 0.43% | −462−1.8% | Reduced |
| Sage Mountain Advisors LLC | 25,601 | $2.30M | 0.17% | −1,728−6.3% | Reduced |
| Financial Advisors Network, Inc. | 25,612 | $2.30M | 0.38% | +21,726+559.1% | Added |
| Paradigm Capital Management, LLC | 25,620 | $2.30M | 2.35% | +1,449+6.0% | Added |
| Sumitomo Life Insurance Co | 25,746 | $2.31M | 0.08% | −392−1.5% | Reduced |
| Redwood Investment Management, LLC | 25,779 | $2.31M | 0.25% | +22,138+608.0% | Added |
| Cito Capital Group, LLC | 25,656 | $2.32M | 0.88% | +1,000+4.1% | Added |
| Kerusso Capital Management LLC | 25,887 | $2.32M | 1.48% | +663+2.6% | Added |
| Trust Co of the South | 25,907 | $2.33M | 0.49% | +37+0.1% | Added |
| Curbstone Financial Management Corp | 25,951 | $2.33M | 0.49% | +1,949+8.1% | Added |
| Capital Planning Advisors, LLC | 26,109 | $2.34M | 0.36% | −7,322−21.9% | Reduced |
| Wellington Shields & Co., LLC | 26,141 | $2.35M | 0.73% | −75−0.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 26,303 | $2.36M | 0.13% | −1,211−4.4% | Reduced |
| Stolper Co | 26,363 | $2.37M | 0.78% | +225+0.9% | Added |
| Next Level Private LLC | 26,387 | $2.37M | 0.88% | +28+0.1% | Added |
| HBW Advisory Services LLC | 26,390 | $2.37M | 0.34% | +21,491+438.7% | Added |
| Archer Investment Corp | 26,400 | $2.37M | 0.61% | +3,238+14.0% | Added |
| Cypress Capital, LLC | 26,423 | $2.37M | 0.68% | +1,144+4.5% | Added |
| Keystone Financial Group | 26,706 | $2.37M | 0.24% | −536−2.0% | Reduced |
| GTS Securities LLC | 26,477 | $2.38M | 0.10% | +12,237+85.9% | Added |
| Alliance Wealth Advisors, LLC | 26,492 | $2.38M | 0.62% | +49+0.2% | Added |
| Independent Financial Group, LLC | 26,514 | $2.38M | 0.08% | +4,053+18.0% | Added |
| Phoenix Wealth Advisors | 26,561 | $2.38M | 1.04% | +114+0.4% | Added |
| Delta Global Management LP | 26,650 | $2.39M | 0.17% | +26,650 | New |
| William B. Walkup & Associates, Inc. | 26,717 | $2.40M | 1.46% | −161−0.6% | Reduced |
| Schmidt P J Investment Management Inc | 26,735 | $2.40M | 0.44% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 26,738 | $2.40M | 0.23% | −898−3.2% | Reduced |
| Bank Hapoalim BM | 26,754 | $2.40M | 0.35% | +6,420+31.6% | Added |
| Northcape Wealth Management, LLC | 26,758 | $2.40M | 0.78% | +155+0.6% | Added |
| Forum Financial Management, LP | 26,811 | $2.41M | 0.04% | −5,394−16.7% | Reduced |
| AIMZ Investment Advisors, LLC | 26,898 | $2.41M | 0.84% | +298+1.1% | Added |
| Sectoral Asset Management Inc | 26,900 | $2.41M | 1.88% | +2,400+9.8% | Added |
| LM Advisors LLC | 26,948 | $2.42M | 0.44% | +6,902+34.4% | Added |
| Valmark Advisers, Inc. | 26,975 | $2.42M | 0.04% | −356−1.3% | Reduced |
| Madison Asset Management, LLC | 26,986 | $2.42M | 0.03% | −698−2.5% | Reduced |
| Cordatus Wealth Management LLC | 27,047 | $2.43M | 0.67% | +6,189+29.7% | Added |
| Gsa Capital Partners LLP | 27,081 | $2.43M | 0.22% | +8,401+45.0% | Added |
| Thoroughbred Financial Services, LLC | 27,112 | $2.43M | 0.15% | −3,056−10.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 27,186 | $2.44M | 0.22% | −3,202−10.5% | Reduced |
| Intrust Bank NA | 27,170 | $2.44M | 0.24% | −2,610−8.8% | Reduced |
| Silvant Capital Management LLC | 27,174 | $2.44M | 0.11% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 27,141 | $2.46M | 0.21% | +3,402+14.3% | Added |
| Latko Wealth Management, Ltd. | 27,434 | $2.46M | 1.60% | +219+0.8% | Added |
| Waycross Partners, LLC | 27,500 | $2.47M | 0.28% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 27,574 | $2.48M | 1.17% | −6,572−19.2% | Reduced |
| Wilkinson Global Asset Management LLC | 27,585 | $2.48M | 0.15% | −530−1.9% | Reduced |
| Court Place Advisors, LLC | 27,617 | $2.48M | 0.82% | −1,368−4.7% | Reduced |
| Armis Advisers, LLC | 28,427 | $2.48M | 0.23% | +15,626+122.1% | Added |
| NTV Asset Management LLC | 27,651 | $2.48M | 0.33% | −130.0% | Reduced |
| Checchi Capital Advisers, LLC | 27,697 | $2.49M | 0.18% | −75−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 27,751 | $2.49M | 0.84% | +716+2.6% | Added |
| Plancorp, LLC | 27,754 | $2.49M | 0.10% | +50.0% | Added |
| Bank Ozk | 27,955 | $2.51M | 1.04% | −19,153−40.7% | Reduced |
| Lynx Capital Group Ltd | 28,004 | $2.51M | 1.29% | +5,951+27.0% | Added |
| Centric Wealth Management | 28,077 | $2.52M | 0.66% | +4,075+17.0% | Added |
| Werlinich Asset Management, LLC | 28,120 | $2.52M | 1.60% | +2,530+9.9% | Added |
| Legacy Private Trust Co. | 28,142 | $2.53M | 0.17% | −383−1.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,382 | $2.53M | 0.39% | −2,082−6.8% | Reduced |
| International Assets Investment Management, LLC | 28,252 | $2.54M | 0.22% | +701+2.5% | Added |
| Ellis Investment Partners, LLC | 28,258 | $2.54M | 0.52% | +1,959+7.4% | Added |
| Gilliland Jeter Wealth Management LLC | 28,294 | $2.54M | 0.90% | −1,638−5.5% | Reduced |
| Windward Capital Management Co | 28,301 | $2.54M | 0.22% | −1,690−5.6% | Reduced |
| Ilex Capital Partners (UK) LLP | 28,372 | $2.55M | 0.10% | +28,372 | New |
| Jamison Private Wealth Management, Inc. | 28,412 | $2.55M | 0.39% | +492+1.8% | Added |
| Aries Wealth Management | 28,427 | $2.55M | 0.69% | +1,593+5.9% | Added |
| Malaga Cove Capital, LLC | 28,451 | $2.55M | 1.10% | +2,698+10.5% | Added |
| Harbor Advisory Corp | 28,536 | $2.56M | 0.86% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 28,569 | $2.56M | 0.56% | +2,223+8.4% | Added |
| Capital Investment Advisory Services, LLC | 28,611 | $2.57M | 0.23% | +3,311+13.1% | Added |
| LCNB Corp | 28,730 | $2.58M | 0.95% | +8,877+44.7% | Added |
| Washington Trust Co | 28,730 | $2.58M | 0.10% | −2,690−8.6% | Reduced |
| F/M Investments LLC | 28,767 | $2.58M | 0.10% | +566+2.0% | Added |
| Ancora Advisors, LLC | 28,804 | $2.59M | 0.06% | +703+2.5% | Added |
| Glass Wealth Management Co LLC | 28,929 | $2.60M | 1.56% | −3,350−10.4% | Reduced |
| Catalytic Wealth RIA, LLC | 28,977 | $2.60M | 0.48% | +1,230+4.4% | Added |
| Pensionfund Sabic | 29,000 | $2.60M | 0.78% | −3,500−10.8% | Reduced |
| Security National Bank | 29,025 | $2.61M | 0.49% | −41,789−59.0% | Reduced |
| Iowa State Bank | 29,133 | $2.61M | 0.56% | −2,370−7.5% | Reduced |
| Trust Asset Management LLC | 29,141 | $2.62M | 0.21% | +130.0% | Added |
| Pettyjohn, Wood & White, Inc | 29,155 | $2.62M | 0.50% | −5,818−16.6% | Reduced |
| IFP Advisors, Inc | 29,164 | $2.62M | 0.08% | +1,983+7.3% | Added |
| Delta Financial Group, Inc. | 28,385 | $2.62M | 0.60% | +107+0.4% | Added |
| Sterling Investment Advisors, Ltd. | 29,241 | $2.62M | 0.63% | −41−0.1% | Reduced |
| Harvey Investment Co LLC | 29,288 | $2.63M | 0.29% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 29,292 | $2.63M | 0.55% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 29,303 | $2.63M | 0.22% | −9,197−23.9% | Reduced |
| Essex LLC | 29,328 | $2.63M | 0.57% | −3,407−10.4% | Reduced |
| Means Investment Co., Inc. | 29,375 | $2.64M | 0.28% | −1,270−4.1% | Reduced |
| Diversify Wealth Management, LLC | 31,134 | $2.64M | 0.20% | +10,839+53.4% | Added |
| Joel Isaacson & Co., LLC | 29,448 | $2.64M | 0.12% | +1,689+6.1% | Added |
| First Financial Bank - Trust Division | 29,489 | $2.65M | 0.26% | −934−3.1% | Reduced |
| Garrett Investment Advisors LLC | 29,704 | $2.67M | 0.26% | +2,735+10.1% | Added |
| Financial Partners Group, LLC | 29,744 | $2.67M | 1.16% | −516−1.7% | Reduced |
| Franklin Street Advisors Inc | 29,763 | $2.67M | 0.19% | −1,004−3.3% | Reduced |
| Coastline Trust Co | 29,809 | $2.68M | 0.33% | +98+0.3% | Added |
| Gould Capital, LLC | 29,814 | $2.68M | 1.87% | +5,229+21.3% | Added |