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 |
|---|---|---|---|---|---|
| Meritage Portfolio Management | 2,650 | $237.9K | 0.02% | −51,572−95.1% | Reduced |
| Ahl Investment Management, Inc. | 2,655 | $238.3K | 0.16% | −50−1.8% | Reduced |
| Aire Advisors, LLC | 2,656 | $238.4K | 0.05% | −1,039−28.1% | Reduced |
| Bay Rivers Group | 2,660 | $238.8K | 0.13% | −18−0.7% | Reduced |
| Curated Wealth Partners LLC | 2,662 | $238.9K | 0.03% | +2,662 | New |
| Goepper Burkhardt LLC | 2,668 | $239.5K | 0.10% | −445−14.3% | Reduced |
| Lanham O'Dell & Company, Inc. | 2,675 | $240.1K | 0.14% | +127+5.0% | Added |
| Strait & Sound Wealth Management LLC | 2,678 | $240.4K | 0.11% | −44−1.6% | Reduced |
| Capital Investment Counsel, LLC | 2,678 | $240.4K | 0.04% | −2,663−49.9% | Reduced |
| Rollins Financial Advisors, LLC | 2,681 | $240.7K | 0.04% | −822−23.5% | Reduced |
| Purkiss Capital Advisors LLC | 2,682 | $240.8K | 0.18% | +288+12.0% | Added |
| Fortis Capital Advisors, LLC | 2,690 | $241.5K | 0.05% | +2,690 | New |
| Souders Financial Advisors | 2,692 | $241.7K | 0.03% | −4,471−62.4% | Reduced |
| Avenue 1 Advisors, LLC | 2,694 | $241.8K | 0.09% | −133−4.7% | Reduced |
| Detalus Advisors, LLC | 2,694 | $241.9K | 0.08% | −20−0.7% | Reduced |
| Moment Partners, LLC | 2,699 | $242.3K | 0.05% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 2,701 | $242.5K | 0.04% | +153+6.0% | Added |
| Signature Wealth Management Group | 2,706 | $242.9K | 0.09% | −1,760−39.4% | Reduced |
| Bell Investment Advisors, Inc | 2,707 | $243.0K | 0.04% | +84+3.2% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,708 | $243.1K | 0.09% | +18+0.7% | Added |
| Mraz, Amerine & Associates, Inc. | 2,728 | $243.4K | 0.04% | +2,728 | New |
| Financial Freedom, LLC | 2,721 | $244.2K | 0.14% | +10+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 2,728 | $244.9K | 0.06% | −548−16.7% | Reduced |
| Pointe Capital Management LLC | 2,731 | $245.1K | 0.14% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 2,738 | $245.8K | 0.15% | +2,738 | New |
| Phillips Wealth Planners LLC | 3,110 | $246.3K | 0.26% | −4,882−61.1% | Reduced |
| Aspen Wealth Strategies, LLC | 2,748 | $246.7K | 0.16% | +282+11.4% | Added |
| Chickasaw Capital Management LLC | 2,757 | $247.0K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,752 | $247.0K | 0.03% | −110−3.8% | Reduced |
| First National Bank Sioux Falls | 2,756 | $247.4K | 0.10% | −4−0.1% | Reduced |
| Dillon & Associates Inc | 2,753 | $248.0K | 0.04% | −287−9.4% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,763 | $248.0K | 0.00% | −163−5.6% | Reduced |
| One + One Wealth Management, LLC | 2,767 | $248.4K | 0.14% | −200−6.7% | Reduced |
| Kelly Financial Group LLC | 2,770 | $248.6K | 0.08% | +67+2.5% | Added |
| Crowley Wealth Management, Inc. | 2,777 | $249.3K | 0.24% | +20+0.7% | Added |
| Tilia Fiduciary Partners, Inc. | 2,778 | $249.4K | 0.17% | +2,778 | New |
| Hobbs Group Advisors, LLC | 2,781 | $249.6K | 0.09% | −1,021−26.9% | Reduced |
| Maven Securities LTD | 2,785 | $250.0K | 0.05% | +80+3.0% | Added |
| OneAscent Family Office, LLC | 2,786 | $250.0K | 0.23% | +262+10.4% | Added |
| TigerOak Management, L.L.C. | 2,789 | $250.3K | 0.10% | −656−19.0% | Reduced |
| Walker Asset Management, LLC | 2,789 | $250.4K | 0.15% | +54+2.0% | Added |
| Blue Square Asset Management, LLC | 2,793 | $250.7K | 0.13% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 2,795 | $250.9K | 0.12% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,797 | $251.1K | 0.04% | +167+6.3% | Added |
| Agp Franklin, LLC | 3,203 | $251.1K | 0.15% | −80−2.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,798 | $251.1K | 0.11% | +336+13.6% | Added |
| Private Wealth Management Group, LLC | 2,798 | $251.1K | 0.09% | −547−16.4% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,799 | $251.2K | 0.06% | −350−11.1% | Reduced |
| Pathway Financial Advisors LLC | 2,799 | $251.2K | 0.05% | +95+3.5% | Added |
| Harvey Capital Management Inc | 2,800 | $251.3K | 0.07% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,813 | $252.5K | 0.10% | −939−25.0% | Reduced |
| Amarillo National Bank | 2,813 | $252.5K | 0.05% | −380−11.9% | Reduced |
| Firestone Capital Management | 2,818 | $252.9K | 0.07% | −1,170−29.3% | Reduced |
| Maryland Capital Advisors Inc. | 2,820 | $253.1K | 0.11% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 2,821 | $253.2K | 0.13% | −123−4.2% | Reduced |
| Westside Investment Management, Inc. | 2,824 | $253.2K | 0.05% | +84+3.1% | Added |
| Wells Trecaso Financial Group, LLC | 2,823 | $253.4K | 0.08% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 3,065 | $253.6K | 0.23% | −340−10.0% | Reduced |
| Capital Performance Advisors LLP | 2,827 | $253.8K | 0.06% | +2,827 | New |
| Fortress Financial Group, LLC | 2,835 | $254.5K | 0.25% | +2,835 | New |
| Apeiron RIA LLC | 2,836 | $254.6K | 0.08% | −287−9.2% | Reduced |
| Hills Bank & Trust Co | 2,836 | $254.6K | 0.02% | −47−1.6% | Reduced |
| Amplius Wealth Advisors, LLC | 2,836 | $254.6K | 0.03% | +84+3.1% | Added |
| Womack Financial LLC | 2,839 | $254.8K | 0.23% | −35−1.2% | Reduced |
| Cascades Capital Asset Management, LLC | 2,843 | $255.2K | 0.14% | −992−25.9% | Reduced |
| Flagship Wealth Advisors, LLC | 2,849 | $255.7K | 0.11% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 2,854 | $256.2K | 0.17% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,860 | $256.7K | 0.01% | +6+0.2% | Added |
| Grandview Asset Management LLC | 2,868 | $257.0K | 0.10% | +2+0.1% | Added |
| Acorn Creek Capital LLC | 2,880 | $258.5K | 0.13% | −1,314−31.3% | Reduced |
| Magnolia Private Wealth, LLC | 2,882 | $258.7K | 0.22% | +298+11.5% | Added |
| Security National Bank of Sioux City Iowa | 2,883 | $258.8K | 0.19% | −86−2.9% | Reduced |
| Yarger Wealth Strategies, LLC | 2,883 | $258.8K | 0.15% | +346+13.6% | Added |
| Claris Advisors, LLC | 2,884 | $258.9K | 0.10% | +187+6.9% | Added |
| Braun-Bostich & Associates Inc. | 2,886 | $259.0K | 0.19% | +6+0.2% | Added |
| Traveka Wealth, LLC | 2,893 | $259.7K | 0.15% | −343−10.6% | Reduced |
| Grant Private Wealth Management Inc | 2,896 | $260.0K | 0.28% | −751−20.6% | Reduced |
| Powers Advisory Group, LLC | 2,907 | $260.9K | 0.12% | +255+9.6% | Added |
| Kaydan Wealth Management, Inc. | 2,908 | $261.0K | 0.08% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 2,910 | $261.2K | 0.09% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 2,912 | $261.4K | 0.05% | +38+1.3% | Added |
| Reik & Co., LLC | 2,914 | $261.6K | 0.06% | 00.0% | Unchanged |
| KWB Wealth | 2,634 | $262.0K | 0.03% | +14+0.5% | Added |
| Armstrong Advisory Group, Inc | 2,637 | $262.3K | 0.02% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 2,927 | $262.7K | 0.25% | −375−11.4% | Reduced |
| Park Place Capital Corp | 2,929 | $262.9K | 0.07% | −2,234−43.3% | Reduced |
| ISAM Funds (UK) Ltd | 2,931 | $263.1K | 0.13% | +2,931 | New |
| Brogan Financial, Inc. | 2,932 | $263.2K | 0.13% | +2,932 | New |
| Illumine Investment Management, LLC | 2,940 | $263.9K | 0.22% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 2,940 | $263.9K | 0.07% | −84−2.8% | Reduced |
| Verus Financial Partners, Inc. | 3,368 | $264.0K | 0.03% | −74−2.1% | Reduced |
| Matrix Asset Advisors Inc | 2,946 | $264.4K | 0.03% | +84+2.9% | Added |
| One Day In July LLC | 2,981 | $267.6K | 0.03% | −606−16.9% | Reduced |
| EdgeRock Capital LLC | 2,984 | $267.9K | 0.19% | −297−9.1% | Reduced |
| Colonial River Wealth Management, LLC | 2,987 | $268.1K | 0.15% | −4,639−60.8% | Reduced |
| LifeWealth Investments, LLC | 2,988 | $268.2K | 0.06% | +380+14.6% | Added |
| Prospect Financial Group LLC | 2,988 | $268.2K | 0.34% | +430+16.8% | Added |
| Wealth Alliance Advisory Group, LLC | 2,992 | $268.6K | 0.06% | −125−4.0% | Reduced |
| Summit X, LLC | 2,995 | $268.9K | 0.06% | −247−7.6% | Reduced |
| Schrum Private Wealth Management LLC | 2,998 | $269.1K | 0.24% | −260−8.0% | Reduced |