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 |
|---|---|---|---|---|---|
| Schneider Downs Wealth Management Advisors, LP | 2,999 | $269.2K | 0.05% | −494−14.1% | Reduced |
| Robotti Robert | 3,000 | $269.3K | 0.05% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 3,000 | $269.3K | 0.04% | +3,000 | New |
| McLean Asset Management Corp | 3,418 | $269.8K | 0.09% | −815−19.3% | Reduced |
| Montz Harcus Wealth Management LLC | 3,008 | $270.0K | 0.15% | +26+0.9% | Added |
| Falcon Wealth Planning | 3,020 | $271.1K | 0.03% | +318+11.8% | Added |
| Gradient Capital Advisors, LLC | 3,024 | $271.4K | 0.09% | +10.0% | Added |
| RD Lewis Holdings, Inc. | 3,266 | $271.7K | 0.31% | −15−0.5% | Reduced |
| Smith Shellnut Wilson LLC | 3,039 | $272.8K | 0.13% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 3,040 | $272.9K | 0.29% | +3,040 | New |
| CWS Financial Advisors, LLC | 3,046 | $273.4K | 0.09% | +578+23.4% | Added |
| Buckhead Capital Management LLC | 3,047 | $273.5K | 0.09% | −25−0.8% | Reduced |
| Mainstay Capital Management LLC | 3,051 | $273.9K | 0.04% | +16+0.5% | Added |
| Oliver Luxxe Assets LLC | 3,052 | $273.9K | 0.05% | −58,400−95.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,053 | $274.0K | 0.26% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 3,056 | $274.3K | 0.07% | +3,056 | New |
| Waterloo Capital, L.P. | 3,060 | $274.7K | 0.03% | −94−3.0% | Reduced |
| Five Oceans Advisors | 3,063 | $274.9K | 0.13% | −997−24.6% | Reduced |
| Talon Private Wealth, LLC | 3,065 | $275.1K | 0.04% | +3,044+14,495.2% | Added |
| Sterling Financial Planning, Inc. | 3,068 | $275.4K | 0.10% | −11−0.4% | Reduced |
| Apollon Financial, LLC | 3,068 | $275.4K | 0.06% | +309+11.2% | Added |
| Fountainhead AM, LLC | 3,072 | $275.8K | 0.04% | +543+21.5% | Added |
| Bayforest Capital Ltd | 3,076 | $276.1K | 0.12% | +2,647+617.0% | Added |
| Castle Wealth Management LLC | 3,049 | $276.1K | 0.11% | −453−12.9% | Reduced |
| Paragon Financial Partners, Inc. | 3,080 | $276.4K | 0.22% | −403−11.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 3,080 | $276.5K | 0.06% | −3−0.1% | Reduced |
| Drucker Wealth 3.0, LLC | 3,084 | $276.8K | 0.06% | +976+46.3% | Added |
| Adamsbrown Wealth Consultants LLC | 3,086 | $277.0K | 0.09% | +52+1.7% | Added |
| Prentiss Smith & Co Inc | 3,090 | $277.4K | 0.18% | 00.0% | Unchanged |
| Regimen Wealth, LLC | 3,092 | $277.6K | 0.09% | +48+1.6% | Added |
| Byrne Asset Management LLC | 3,093 | $277.6K | 0.21% | – | – |
| Gerber, LLC | 3,097 | $277.9K | 0.23% | −108−3.4% | Reduced |
| Knollwood Investment Advisory, LLC | 3,100 | $278.3K | 0.03% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 3,105 | $278.7K | 0.04% | −610−16.4% | Reduced |
| North Capital, Inc. | 3,108 | $279.0K | 0.26% | +3,108 | New |
| Piscataqua Savings Bank | 3,125 | $280.5K | 0.25% | −102−3.2% | Reduced |
| Talisman Wealth Advisors LLC | 3,129 | $280.8K | 0.29% | +58+1.9% | Added |
| Jacobsen Capital Management | 3,129 | $280.9K | 0.12% | −465−12.9% | Reduced |
| Harfst & Associates, Inc. | 3,138 | $281.7K | 0.07% | −425−11.9% | Reduced |
| Laraway Financial Inc | 3,142 | $282.0K | 0.22% | −250−7.4% | Reduced |
| Bravias Capital Group, LLC | 3,146 | $282.3K | 0.23% | −111−3.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,841 | $282.6K | 0.09% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 3,149 | $282.7K | 0.02% | +119+3.9% | Added |
| Salvus Wealth Management, LLC | 3,151 | $282.9K | 0.18% | −9,386−74.9% | Reduced |
| Opal Wealth Advisors, LLC | 3,158 | $283.4K | 0.09% | +47+1.5% | Added |
| Wealth Quarterback LLC | 3,164 | $284.0K | 0.16% | −105−3.2% | Reduced |
| Fairview Capital Investment Management, LLC | 3,164 | $284.0K | 0.02% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 3,174 | $284.9K | 0.03% | +3,174 | New |
| Chilton Investment Co LLC | 3,184 | $285.8K | 0.01% | −22,563−87.6% | Reduced |
| JPL Wealth Management, LLC | 3,185 | $285.9K | 0.08% | −1,089−25.5% | Reduced |
| Alterna Wealth Management, Inc | 3,186 | $286.0K | 0.22% | +1,034+48.0% | Added |
| FWL Investment Management, LLC | 3,195 | $286.8K | 0.11% | −11,766−78.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,200 | $287.2K | 0.04% | −1,950−37.9% | Reduced |
| Heron Bay Capital Management | 3,201 | $287.3K | 0.06% | +1,147+55.8% | Added |
| Penobscot Wealth Management | 3,207 | $287.8K | 0.12% | +380+13.4% | Added |
| Waterford Advisors, LLC | 3,208 | $287.9K | 0.12% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,223 | $289.3K | 0.14% | −221−6.4% | Reduced |
| Aspen Grove Capital, LLC | 3,196 | $289.3K | 0.06% | −108−3.3% | Reduced |
| Valley Brook Capital Group | 3,226 | $289.6K | 0.23% | −1,574−32.8% | Reduced |
| Green Square Capital Advisors LLC | 3,228 | $289.7K | 0.04% | −120−3.6% | Reduced |
| Bruce G. Allen Investments, LLC | 3,228 | $289.7K | 0.23% | +65+2.1% | Added |
| Objective Capital Management, LLC | 3,239 | $290.7K | 0.37% | −1,324−29.0% | Reduced |
| Tradition Wealth Management, LLC | 3,243 | $291.1K | 0.03% | +18+0.6% | Added |
| Foster Group, Inc. | 3,245 | $291.3K | 0.01% | +647+24.9% | Added |
| Hoxton Planning & Management, LLC | 3,246 | $291.3K | 0.11% | −919−22.1% | Reduced |
| Coco Enterprises, LLC | 3,694 | $291.6K | 0.21% | +2+0.1% | Added |
| Mirova | 3,255 | $292.2K | 0.05% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,255 | $292.2K | 0.13% | −404−11.0% | Reduced |
| SGL Investment Advisors, Inc. | 3,779 | $293.4K | 0.15% | +838+28.5% | Added |
| Dumont & Blake Investment Advisors LLC | 3,271 | $293.6K | 0.08% | −28−0.8% | Reduced |
| Sovran Advisors, LLC | 3,767 | $293.8K | 0.04% | +99+2.7% | Added |
| Verum Partners LLC | 3,278 | $294.2K | 0.08% | −109−3.2% | Reduced |
| CMG Global Holdings, LLC | 3,689 | $294.5K | 0.19% | −702−16.0% | Reduced |
| Noble Family Wealth, LLC | 3,291 | $295.4K | 0.08% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,298 | $296.0K | 0.04% | −164−4.7% | Reduced |
| Highlander Partners, L.P. | 3,300 | $296.2K | 0.18% | 00.0% | Unchanged |
| Caitlin John, LLC | 3,301 | $296.3K | 0.29% | −474−12.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,302 | $297.0K | 0.08% | +3,302 | New |
| Alpha Advisors, LLC | 3,312 | $297.3K | 0.26% | −78−2.3% | Reduced |
| Birch Financial Group, LLC | 3,314 | $297.4K | 0.26% | +357+12.1% | Added |
| Brucke Financial, Inc. | 3,496 | $297.9K | 0.26% | +448+14.7% | Added |
| Marks Group Wealth Management, Inc | 3,319 | $297.9K | 0.03% | −6−0.2% | Reduced |
| Fielder Capital Group LLC | 3,324 | $298.4K | 0.09% | −623−15.8% | Reduced |
| waypoint wealth counsel | 3,328 | $298.7K | 0.19% | +322+10.7% | Added |
| KRS Capital Management, LLC | 3,329 | $298.8K | 0.24% | −307−8.4% | Reduced |
| Pasadena Private Wealth, LLC | 3,335 | $299.4K | 0.06% | −175−5.0% | Reduced |
| First Commonwealth Financial Corp | 3,337 | $299.5K | 0.07% | −196−5.5% | Reduced |
| Signal Advisors Wealth, LLC | 3,343 | $300.1K | 0.03% | +371+12.5% | Added |
| AllSquare Wealth Management LLC | 3,350 | $300.7K | 0.18% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 3,935 | $300.9K | 0.22% | −2,474−38.6% | Reduced |
| Carmel Capital Partners, LLC | 3,352 | $300.9K | 0.12% | +48+1.5% | Added |
| Retirement Planning Group, LLC | 3,354 | $301.0K | 0.31% | −89−2.6% | Reduced |
| Cypress Wealth Services, LLC | 3,359 | $301.5K | 0.06% | −280−7.7% | Reduced |
| Founders Grove Wealth Partners, LLC | 3,366 | $302.1K | 0.08% | +79+2.4% | Added |
| Greenberg Financial Group | 2,512 | $302.2K | 0.13% | +2,512 | New |
| Veracity Capital LLC | 3,375 | $303.0K | 0.12% | −714−17.5% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 3,377 | $303.1K | 0.27% | +204+6.4% | Added |
| Financial Advisory Corp | 3,387 | $304.0K | 0.10% | +460+15.7% | Added |
| ORBA Wealth Advisors, L.L.C. | 3,390 | $304.3K | 0.15% | 00.0% | Unchanged |
| WBI Investments | 3,395 | $304.7K | 0.08% | +3,395 | New |