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
- 3,460
- −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
- 1,599 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Creative Capital Management Investments LLC | 1,113 | $99.9K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,131 | $101.3K | 0.01% | −454−28.6% | Reduced |
| Essex Investment Management Co LLC | 1,132 | $101.6K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,137 | $101.9K | 0.04% | +73+6.9% | Added |
| Stone House Investment Management, LLC | 1,150 | $103.2K | 0.02% | +1,150 | New |
| Country Trust Bank | 1,151 | $103.3K | 0.00% | −254−18.1% | Reduced |
| Hara Capital LLC | 1,162 | $104.3K | 0.07% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,164 | $104.5K | 0.02% | −97−7.7% | Reduced |
| WPG Advisers, LLC | 1,184 | $106.3K | 0.10% | −521−30.6% | Reduced |
| Vision Financial Markets LLC | 1,186 | $106.5K | 0.12% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,200 | $107.7K | 0.03% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 1,200 | $107.7K | 0.01% | +1,200 | New |
| Vermillion Wealth Management, Inc. | 1,208 | $108.4K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,209 | $108.5K | 0.07% | +4+0.3% | Added |
| Richardson Capital Management LLC | 1,216 | $109.1K | 0.07% | +1,216 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,225 | $110.0K | 0.00% | +760+163.4% | Added |
| Financial Network Wealth Advisors LLC | 1,240 | $111.3K | 0.15% | +461+59.2% | Added |
| Creekmur Asset Management LLC | 1,242 | $111.5K | 0.02% | +481+63.2% | Added |
| Atala Financial Inc | 1,248 | $112.0K | 0.08% | −2,756−68.8% | Reduced |
| ESL Trust Services, LLC | 1,256 | $112.7K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,257 | $112.8K | 0.04% | −98−7.2% | Reduced |
| Cedar Wealth Management, LLC | 1,264 | $113.4K | 0.04% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,272 | $114.2K | 0.02% | +1,272 | New |
| Pacifica Partners Inc. | 1,358 | $117.3K | 0.05% | −76−5.3% | Reduced |
| Financial Perspectives, Inc | 1,317 | $118.2K | 0.04% | 00.0% | Unchanged |
| Granite FO LLC | 1,320 | $118.5K | 0.07% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,332 | $119.5K | 0.07% | +11+0.8% | Added |
| Sarver Vrooman Wealth Advisors | 1,333 | $119.7K | 0.08% | +1,333 | New |
| Cherry Tree Wealth Management, LLC | 1,335 | $119.8K | 0.03% | +87+7.0% | Added |
| Stephens Consulting, LLC | 1,372 | $123.2K | 0.03% | −82−5.6% | Reduced |
| CGC Financial Services, LLC | 1,394 | $125.1K | 0.05% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,396 | $125.3K | 0.04% | −1,262−47.5% | Reduced |
| Whipplewood Advisors, LLC | 1,379 | $129.9K | 0.08% | −201−12.7% | Reduced |
| Signature Resources Capital Management, LLC | 1,473 | $132.2K | 0.11% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 1,517 | $136.1K | 0.05% | +2+0.1% | Added |
| Concord Wealth Partners | 1,529 | $137.3K | 0.02% | −21,280−93.3% | Reduced |
| Evergreen Private Wealth LLC | 1,544 | $138.6K | 0.06% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,559 | $140.0K | 0.06% | +4+0.3% | Added |
| Flaharty Asset Management, LLC | 1,567 | $140.7K | 0.02% | −978−38.4% | Reduced |
| First Community Trust NA | 1,575 | $141.4K | 0.12% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 1,600 | $144.0K | 0.05% | +1,600 | New |
| 1 North Wealth Services LLC | 1,624 | $145.8K | 0.07% | −500−23.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,632 | $147.0K | 0.01% | −24−1.4% | Reduced |
| Salomon & Ludwin, LLC | 1,641 | $147.3K | 0.02% | −68−4.0% | Reduced |
| Provenance Wealth Advisors, LLC | 1,660 | $149.0K | 0.02% | −5,110−75.5% | Reduced |
| Promethos Capital, LLC | 1,668 | $149.7K | 0.05% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,694 | $152.0K | 0.02% | −150−8.1% | Reduced |
| Bernard Wealth Management Corp. | 1,694 | $152.1K | 0.07% | +92+5.7% | Added |
| Central Pacific Bank - Trust Division | 1,744 | $156.5K | 0.02% | −21,643−92.5% | Reduced |
| Birchbrook, Inc. | 1,771 | $159.0K | 0.09% | −200−10.1% | Reduced |
| TSFG, LLC | 1,766 | $159.0K | 0.03% | −1,952−52.5% | Reduced |
| BOCHK Asset Management Ltd | 1,787 | $160.4K | 0.09% | +1,787 | New |
| Wellspring Financial Advisors, LLC | 16,669 | $162.5K | 0.02% | −479−2.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 1,837 | $164.9K | 0.13% | +1,837 | New |
| Painted Porch Advisors LLC | 1,848 | $165.9K | 0.07% | +176+10.5% | Added |
| Goldstream Capital Management Ltd | 1,838 | $166.0K | 0.11% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,868 | $167.7K | 0.13% | 00.0% | Unchanged |
| Belmont Capital, LLC | 1,877 | $168.5K | 0.03% | +1,877 | New |
| IMG Wealth Management, Inc. | 1,901 | $170.7K | 0.15% | −109−5.4% | Reduced |
| CapitalatWork S.A. | – | $175.0K | 0.01% | – | – |
| Sherman Asset Management, Inc. | 1,965 | $176.4K | 0.17% | −9−0.5% | Reduced |
| Arcadia Investment Management Corp | 2,000 | $179.5K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,318 | $183.6K | 0.05% | −574−19.8% | Reduced |
| Wood Tarver Financial Group, LLC | 2,068 | $185.6K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 2,120 | $190.3K | 0.02% | −799−27.4% | Reduced |
| Strategic Investment Solutions, Inc. | 2,176 | $195.3K | 0.06% | +2+0.1% | Added |
| Blue Bell Private Wealth Management, LLC | 2,188 | $196.4K | 0.04% | +35+1.6% | Added |
| Penserra Capital Management LLC | 2,221 | $198.0K | 0.00% | −6,314−74.0% | Reduced |
| XY Capital Ltd | 2,223 | $199.5K | 0.13% | +2,046+1,155.9% | Added |
| New England Capital Financial Advisors LLC | 2,226 | $199.8K | 0.10% | −179−7.4% | Reduced |
| McClarren Financial Advisors, Inc. | 1,513 | $200.0K | 0.13% | −707−31.8% | Reduced |
| Clune & Associates, Ltd. | 2,230 | $200.1K | 0.06% | −30−1.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,238 | $200.9K | 0.08% | −1,028−31.5% | Reduced |
| Maia Wealth LLC | 2,539 | $201.0K | 0.05% | −103−3.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 2,246 | $201.6K | 0.06% | −114−4.8% | Reduced |
| Haven Private, LLC | 2,248 | $201.8K | 0.11% | −6,549−74.4% | Reduced |
| DLK Investment Management, LLC | 2,251 | $202.1K | 0.08% | 00.0% | Unchanged |
| Security National Bank of So Dak | 2,256 | $202.5K | 0.11% | −66−2.8% | Reduced |
| Berkshire Money Management, Inc. | 2,264 | $203.2K | 0.02% | +2,264 | New |
| Rocky Mountain Advisers, LLC | 2,267 | $203.5K | 0.06% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,269 | $203.7K | 0.05% | +2,269 | New |
| D. Scott Neal, Inc. | 2,270 | $203.8K | 0.11% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 2,274 | $204.0K | 0.10% | −1,166−33.9% | Reduced |
| Brown Capital Management LLC | 2,274 | $204.1K | 0.01% | −1,780−43.9% | Reduced |
| Members Capital Advisors Inc | 2,283 | $204.9K | 0.24% | 00.0% | Unchanged |
| Rossby Financial, LCC | 2,477 | $204.9K | 0.09% | −164−6.2% | Reduced |
| Geometric Wealth Advisors | 2,294 | $205.9K | 0.04% | −27−1.2% | Reduced |
| Options Solutions, LLC | 2,294 | $205.9K | 0.10% | +94+4.3% | Added |
| InTrack Investment Management Inc | 2,299 | $206.4K | 0.19% | −3,347−59.3% | Reduced |
| Blume Capital Management, Inc. | 2,300 | $206.4K | 0.05% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 2,300 | $206.5K | 0.12% | −56−2.4% | Reduced |
| Trust Investment Advisors | 2,301 | $206.5K | 0.13% | +2,301 | New |
| Balentine LLC | 2,303 | $206.7K | 0.01% | −700−23.3% | Reduced |
| Hilton Capital Management, LLC | 2,304 | $206.8K | 0.02% | −40,792−94.7% | Reduced |
| Tamar Securities, LLC | 2,317 | $208.0K | 0.03% | +59+2.6% | Added |
| Wealthstream Advisors, Inc. | 2,319 | $208.2K | 0.04% | +86+3.9% | Added |
| Skyline Advisors, Inc. | 2,325 | $208.7K | 0.08% | −42−1.8% | Reduced |
| Avion Wealth | 2,102 | $209.0K | 0.05% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 2,333 | $209.4K | 0.20% | −25−1.1% | Reduced |
| Sunpointe, LLC | 2,313 | $209.5K | 0.11% | −986−29.9% | Reduced |