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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Accredited Wealth Management, LLC | 2,313 | $209.5K | 0.18% | −110−4.5% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,318 | $210.0K | 0.11% | +68+3.0% | Added |
| FSB Premier Wealth Management, Inc. | 2,340 | $210.0K | 0.08% | +57+2.5% | Added |
| ETF Store, Inc. | 2,341 | $210.1K | 0.26% | +10+0.4% | Added |
| Gitterman Wealth Management, LLC | 2,339 | $210.2K | 0.06% | +19+0.8% | Added |
| Symphony Financial Services, Inc. | 2,342 | $210.3K | 0.14% | +2,342 | New |
| Members Wealth LLC | 2,346 | $210.5K | 0.16% | −483−17.1% | Reduced |
| Yukon Wealth Management, Inc. | 2,349 | $210.8K | 0.09% | +2,349 | New |
| O'Brien Wealth Partners LLC | 2,350 | $210.9K | 0.04% | +250+11.9% | Added |
| Ballast Advisors LLC | 2,351 | $211.0K | 0.07% | −51−2.1% | Reduced |
| Morris Retirement Advisors, LLC | 2,356 | $211.5K | 0.11% | −1,294−35.5% | Reduced |
| Harvest Investment Services, LLC | 2,363 | $212.1K | 0.06% | +117+5.2% | Added |
| Farringdon Capital, Ltd. | 2,364 | $212.2K | 0.11% | +2,364 | New |
| Guardian Partners Inc. | 2,695 | $212.2K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,366 | $212.4K | 0.02% | +160+7.3% | Added |
| Valley Financial Group, Inc. | 2,369 | $212.6K | 0.14% | −20−0.8% | Reduced |
| Meridian Wealth Partners, LLC | 2,374 | $213.1K | 0.03% | −593−20.0% | Reduced |
| Rappaport Reiches Capital Management, LLC | 2,379 | $213.5K | 0.05% | +184+8.4% | Added |
| Cohen & Steers, Inc. | 2,400 | $215.0K | 0.00% | −709−22.8% | Reduced |
| Granite Bay Wealth Management, LLC | 2,397 | $215.0K | 0.07% | +167+7.5% | Added |
| ORG Partners LLC | 2,468 | $215.0K | 0.05% | −2,298−48.2% | Reduced |
| Northstar Advisory Group, LLC | 2,397 | $215.2K | 0.14% | −196−7.6% | Reduced |
| Shilanski & Associates, Inc. | 2,400 | $215.4K | 0.07% | +2,400 | New |
| McCollum Christoferson Group LLC | 2,400 | $215.4K | 0.07% | −925−27.8% | Reduced |
| Stillwater Wealth Management Group | 2,404 | $215.8K | 0.19% | −25−1.0% | Reduced |
| Community Bank of Raymore | 2,405 | $215.9K | 0.17% | −200−7.7% | Reduced |
| Running Point Capital Advisors, LLC | 2,405 | $215.9K | 0.07% | +2,405 | New |
| ShankerValleau Wealth Advisors, Inc. | 2,407 | $216.1K | 0.07% | 00.0% | Unchanged |
| Abound Wealth Management | 2,410 | $216.3K | 0.07% | +1,455+152.4% | Added |
| Cherrydale Wealth Management, LLC | 2,412 | $216.5K | 0.09% | +54+2.3% | Added |
| Wealth Advisors of Iowa, LLC | 2,413 | $216.6K | 0.09% | +16+0.7% | Added |
| ELCO Management Co., LLC | 2,414 | $216.7K | 0.12% | −350−12.7% | Reduced |
| Integris Wealth Management, LLC | 2,426 | $217.8K | 0.06% | −28−1.1% | Reduced |
| ASB Consultores, LLC | 2,433 | $218.4K | 0.14% | +196+8.8% | Added |
| Banque de Luxembourg S.A. | 2,442 | $219.2K | 0.13% | +101+4.3% | Added |
| D.B. Root & Company, LLC | 2,445 | $219.5K | 0.07% | −949−28.0% | Reduced |
| Signet Financial Management, LLC | 2,448 | $219.7K | 0.03% | −62−2.5% | Reduced |
| Marshall & Sullivan Inc | 2,450 | $219.9K | 0.11% | 00.0% | Unchanged |
| Marion Wealth Management | 2,451 | $220.0K | 0.06% | −23,480−90.5% | Reduced |
| Breakwater Investment Management | 2,461 | $220.9K | 0.09% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 2,470 | $221.7K | 0.04% | −300−10.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,710 | $222.0K | 0.10% | +4+0.1% | Added |
| LJI Wealth Management, LLC | 2,479 | $222.5K | 0.04% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 2,481 | $222.7K | 0.14% | +188+8.2% | Added |
| Investment Advisory Group, LLC | 2,482 | $222.8K | 0.07% | −36−1.4% | Reduced |
| Cooper/Haims Advisors, LLC | 2,485 | $223.1K | 0.12% | −14−0.6% | Reduced |
| Smithbridge Asset Management Inc | 2,489 | $223.4K | 0.04% | +2,489 | New |
| Kellett Schaffner Wealth Advisors LLC | 2,490 | $223.5K | 0.15% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,500 | $224.0K | 0.14% | +2,500 | New |
| Forte Asset Management LLC | 2,475 | $224.2K | 0.11% | +2,475 | New |
| Quad-Cities Investment Group, LLC | 2,500 | $224.4K | 0.11% | −42−1.7% | Reduced |
| Independent Investors Inc | 2,500 | $224.4K | 0.05% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 2,508 | $225.1K | 0.03% | −2,646−51.3% | Reduced |
| Santori & Peters | 2,512 | $225.5K | 0.09% | −58−2.3% | Reduced |
| Security Financial Services, INC. | 2,515 | $225.7K | 0.04% | +67+2.7% | Added |
| Pine Harbor Wealth Management, LLC | 2,519 | $226.1K | 0.09% | +9+0.4% | Added |
| BlackDiamond Wealth Management Inc. | 2,977 | $226.2K | 0.15% | −1,666−35.9% | Reduced |
| AAFCPAs Wealth Management, LLC | 2,526 | $226.7K | 0.12% | +217+9.4% | Added |
| Pacific Center for Financial Services | 2,526 | $226.7K | 0.06% | 00.0% | Unchanged |
| BXM Wealth LLC | 2,530 | $226.8K | 0.27% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 2,528 | $226.9K | 0.08% | −958−27.5% | Reduced |
| Payne Capital Management, LLC | 2,529 | $227.0K | 0.10% | −562−18.2% | Reduced |
| Pennington Partners & Co., LLC | 2,511 | $227.4K | 0.13% | −932−27.1% | Reduced |
| Academy Capital Management Inc | 2,540 | $228.0K | 0.04% | 00.0% | Unchanged |
| American Money Management, LLC | 2,542 | $228.1K | 0.04% | +55+2.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,544 | $228.3K | 0.07% | −1,172−31.5% | Reduced |
| Swan Global Investments, LLC | 2,548 | $228.7K | 0.01% | +2,548 | New |
| Renasant Bank | 2,551 | $229.0K | 0.15% | −1,962−43.5% | Reduced |
| Covestor Ltd | 2,548 | $229.0K | 0.15% | +58+2.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,565 | $230.0K | 0.01% | −5,985−70.0% | Reduced |
| Cornerstone Planning Group LLC | 2,922 | $230.1K | 0.06% | +801+37.8% | Added |
| Park Square Financial Group, LLC | 2,564 | $230.2K | 0.18% | −1,185−31.6% | Reduced |
| Catalina Capital Group, LLC | 2,570 | $230.7K | 0.15% | −7,753−75.1% | Reduced |
| Victory Financial Group, LLC | 2,511 | $230.9K | 0.04% | +2,511 | New |
| Motive Wealth Advisors | 2,578 | $231.4K | 0.12% | −486−15.9% | Reduced |
| Symmetry Partners, LLC | 2,579 | $231.5K | 0.03% | +172+7.1% | Added |
| Redwood Park Advisors LLC | 2,584 | $231.9K | 0.19% | −2−0.1% | Reduced |
| Barnes Wealth Management Group, Inc | 2,584 | $231.9K | 0.15% | +260+11.2% | Added |
| Measured Wealth Private Client Group, LLC | 2,591 | $232.6K | 0.07% | −1,025−28.3% | Reduced |
| Asset Planning,Inc | 2,594 | $232.8K | 0.18% | −297−10.3% | Reduced |
| Fagan Associates, Inc. | 2,597 | $233.1K | 0.04% | +200+8.3% | Added |
| Jackson Thornton Asset Management, LLC | 2,989 | $233.1K | 0.03% | +596+24.9% | Added |
| Kings Path Partners LLC | 2,600 | $233.4K | 0.11% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 2,600 | $233.4K | 0.09% | +2,600 | New |
| North Forty Two & Co. | 2,601 | $233.5K | 0.26% | −15−0.6% | Reduced |
| Northwest Wealth Management, LLC | 2,601 | $233.5K | 0.05% | −89−3.3% | Reduced |
| New Jersey Better Educational Savings Trust | 2,605 | $233.8K | 0.45% | 00.0% | Unchanged |
| Monument Group Wealth Advisors, LLC | 2,607 | $234.0K | 0.16% | +77+3.0% | Added |
| Aletheian Wealth Advisors LLC | 2,614 | $234.6K | 0.13% | +2,614 | New |
| Bellecapital International Ltd. | 2,615 | $234.7K | 0.05% | +275+11.8% | Added |
| Triune Financial Partners, LLC | 2,615 | $234.8K | 0.07% | +313+13.6% | Added |
| Ballew Advisors, Inc | 2,973 | $235.4K | 0.16% | −262−8.1% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,763 | $235.4K | 0.11% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 2,623 | $235.4K | 0.07% | 00.0% | Unchanged |
| Binnacle Investments Inc | 2,625 | $235.6K | 0.17% | +2,625 | New |
| Elmwood Wealth Management, Inc. | 2,632 | $236.3K | 0.10% | −24−0.9% | Reduced |
| Strategies Wealth Advisors, LLC | 2,639 | $236.9K | 0.03% | +2,639 | New |
| Lockerman Financial Group, Inc. | 2,640 | $237.0K | 0.36% | −160−5.7% | Reduced |
| Ring Mountain Capital, LLC | 2,643 | $237.3K | 0.18% | +27+1.0% | Added |
| Mattern Capital Management, LLC | 2,648 | $237.7K | 0.03% | −255−8.8% | Reduced |