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 |
|---|---|---|---|---|---|
| Lynx Investment Advisory | 3,409 | $306.0K | 0.20% | +344+11.2% | Added |
| Clare Market Investments LLC | 3,410 | $306.0K | 0.08% | −1,077−24.0% | Reduced |
| Financial Strategies Group, Inc. | 3,911 | $306.6K | 0.07% | +4+0.1% | Added |
| Baader Bank INC | 3,708 | $306.8K | 0.03% | +1,285+53.0% | Added |
| Fortitude Family Office, LLC | 3,422 | $307.2K | 0.11% | −751−18.0% | Reduced |
| Tortoise Investment Management, LLC | 3,431 | $308.0K | 0.03% | −250−6.8% | Reduced |
| SkyOak Wealth, LLC | 3,432 | $308.0K | 0.07% | +10.0% | Added |
| Financial Partners Group, Inc | 3,435 | $308.3K | 0.05% | −411−10.7% | Reduced |
| Financial Management Professionals, Inc. | 3,437 | $308.5K | 0.04% | −387−10.1% | Reduced |
| Ballast, Inc. | 3,448 | $309.5K | 0.09% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 3,449 | $309.6K | 0.03% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 3,449 | $309.6K | 0.04% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,451 | $309.7K | 0.07% | +55+1.6% | Added |
| MBE Wealth Management, LLC | 3,462 | $310.8K | 0.15% | +32+0.9% | Added |
| Planned Solutions, Inc. | 3,463 | $310.8K | 0.13% | −100−2.8% | Reduced |
| Affinity Capital Advisors, LLC | 3,927 | $310.9K | 0.06% | −50−1.3% | Reduced |
| Lion Street Advisors, LLC | 3,469 | $311.3K | 0.10% | +3+0.1% | Added |
| Argent Capital Management LLC | 3,475 | $311.9K | 0.01% | −6,965−66.7% | Reduced |
| Strategent Financial, LLC | 3,475 | $311.9K | 0.28% | −125−3.5% | Reduced |
| Gibson Capital, LLC | 3,479 | $312.3K | 0.07% | +190+5.8% | Added |
| One Charles Private Wealth Services, LLC | 3,480 | $312.3K | 0.10% | +78+2.3% | Added |
| Post Resch Tallon Group Inc. | 3,599 | $313.0K | 0.32% | −80−2.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,489 | $313.2K | 0.04% | −937−21.2% | Reduced |
| Alexander Labrunerie & Co., Inc. | 3,494 | $313.6K | 0.14% | +4+0.1% | Added |
| Summitry LLC | 3,495 | $313.7K | 0.02% | +301+9.4% | Added |
| Petix & Botte Co | 3,496 | $313.8K | 0.08% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,498 | $313.9K | 0.07% | +23+0.7% | Added |
| Cairn Investment Group, Inc. | 3,500 | $314.0K | 0.18% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 3,499 | $314.1K | 0.02% | +215+6.5% | Added |
| Partners Wealth Management, LLC | 3,505 | $314.6K | 0.36% | −700−16.6% | Reduced |
| Truvestments Capital LLC | 3,506 | $314.7K | 0.07% | −545−13.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,506 | $314.7K | 0.06% | +165+4.9% | Added |
| Schubert & Co | 3,509 | $315.0K | 0.22% | +662+23.3% | Added |
| Vista Investment Partners II, LLC | 3,513 | $315.3K | 0.17% | −423−10.7% | Reduced |
| Aspen Capital Management, LLC | 3,519 | $315.9K | 0.10% | +3,519 | New |
| Presilium Private Wealth, LLC | 3,520 | $315.9K | 0.07% | −50−1.4% | Reduced |
| Gateway Wealth Partners, LLC | 3,529 | $316.7K | 0.07% | −294−7.7% | Reduced |
| Clearview Wealth Advisors LLC | 3,540 | $317.7K | 0.24% | −113−3.1% | Reduced |
| Sentinus, LLC | 3,546 | $318.3K | 0.09% | +17+0.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 3,549 | $318.6K | 0.12% | −1,154−24.5% | Reduced |
| Abundance Wealth Counselors | 3,557 | $319.0K | 0.07% | −535−13.1% | Reduced |
| Cranbrook Wealth Management, LLC | 3,554 | $319.0K | 0.07% | −3,156−47.0% | Reduced |
| Fortress Private Ledger, LLC | 3,563 | $319.8K | 0.18% | +285+8.7% | Added |
| Saiph Capital, LLC | 3,565 | $319.9K | 0.15% | +128+3.7% | Added |
| Gould Asset Management LLC | 3,570 | $320.4K | 0.07% | +5+0.1% | Added |
| Northwest Financial Advisors | 3,574 | $320.8K | 0.27% | +17+0.5% | Added |
| Three Seasons Wealth, LLC | 3,547 | $321.3K | 0.16% | 00.0% | Unchanged |
| First United Bank Trust | 3,589 | $322.1K | 0.12% | −28−0.8% | Reduced |
| Intellus Advisors LLC | 3,589 | $322.1K | 0.06% | 00.0% | Unchanged |
| Wealthedge Investment Advisors, LLC | 3,589 | $322.2K | 0.15% | −450−11.1% | Reduced |
| Forefront Wealth Partners, LLC | 3,591 | $322.3K | 0.22% | −1,333−27.1% | Reduced |
| RTD Financial Advisors, Inc. | 3,599 | $323.0K | 0.04% | +30+0.8% | Added |
| Aufman Associates Inc | 3,604 | $323.5K | 0.22% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 3,611 | $324.1K | 0.18% | +1,397+63.1% | Added |
| Somerset Group LLC | 3,613 | $324.3K | 0.30% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 3,635 | $326.3K | 0.02% | −86−2.3% | Reduced |
| Independent Wealth Network Inc. | 3,641 | $326.8K | 0.13% | +1,032+39.6% | Added |
| Mountain Pacific Investment Advisers Inc | 3,641 | $326.8K | 0.02% | −900−19.8% | Reduced |
| Blackston Financial Advisory Group, LLC | 3,645 | $327.2K | 0.22% | −4,724−56.4% | Reduced |
| Arthur M. Cohen & Associates, LLC | 3,645 | $327.2K | 0.06% | +200+5.8% | Added |
| Revisor Wealth Management LLC | 3,623 | $327.5K | 0.15% | +3,623 | New |
| Wilkins Miller Wealth Management, LLC | 3,657 | $328.4K | 0.25% | −110−2.9% | Reduced |
| Goldstein Advisors, LLC | 3,659 | $328.4K | 0.05% | +291+8.6% | Added |
| Granite Harbor Advisors, Inc. | 3,663 | $328.8K | 0.17% | +842+29.8% | Added |
| PFS Partners, LLC | 3,664 | $328.9K | 0.18% | +29+0.8% | Added |
| Collective Family Office LLC | 3,665 | $329.0K | 0.09% | −309−7.8% | Reduced |
| Joule Financial, LLC | 3,666 | $329.1K | 0.12% | −30−0.8% | Reduced |
| Ironwood Investment Management LLC | 3,671 | $329.5K | 0.18% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3,639 | $329.5K | 0.09% | +157+4.5% | Added |
| Kaufman Rossin Wealth, LLC | 3,676 | $330.0K | 0.24% | +3,676 | New |
| Florida Financial Advisors, LLC | 3,685 | $330.1K | 0.13% | −1,353−26.9% | Reduced |
| Cannon Financial Strategists, Inc. | 3,678 | $330.1K | 0.06% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,684 | $330.7K | 0.08% | +469+14.6% | Added |
| Genesis Wealth Advisors, LLC | 3,697 | $331.8K | 0.27% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,699 | $332.0K | 0.14% | −33−0.9% | Reduced |
| Bullock Wealth Management Group | 3,812 | $332.1K | 0.19% | −107−2.7% | Reduced |
| Ullmann Financial Group, Inc. | 3,701 | $332.2K | 0.04% | +1,021+38.1% | Added |
| Carson Advisory Inc. | 3,701 | $332.2K | 0.22% | −30−0.8% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 3,702 | $332.3K | 0.28% | +93+2.6% | Added |
| Greenline Partners, LLC | 3,703 | $332.4K | 0.05% | +124+3.5% | Added |
| Lansing Street Advisors | 3,703 | $332.4K | 0.11% | −401−9.8% | Reduced |
| Muirfield Wealth Advisors LLC | 3,710 | $333.0K | 0.28% | +29+0.8% | Added |
| Garden State Investment Advisory Services LLC | 3,707 | $333.6K | 0.11% | +3,707 | New |
| Henderson Brothers Financial Partners, LLC | 3,170 | $333.7K | 0.17% | +3,170 | New |
| Verity & Verity, LLC | 3,718 | $333.7K | 0.03% | −1,211−24.6% | Reduced |
| Seizert Capital Partners, LLC | 3,720 | $333.9K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,729 | $334.0K | 0.03% | 00.0% | Unchanged |
| Burt Wealth Advisors | 3,729 | $334.7K | 0.08% | −1,600−30.0% | Reduced |
| Huntleigh Advisors, Inc. | 3,731 | $334.9K | 0.06% | −8,090−68.4% | Reduced |
| Bell Bank | 3,735 | $335.3K | 0.02% | −6,786−64.5% | Reduced |
| Seed Wealth Management, Inc. | 3,735 | $335.3K | 0.27% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 3,739 | $336.0K | 0.40% | +3,739 | New |
| Centurion Wealth Management LLC | 3,385 | $336.7K | 0.11% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,754 | $337.0K | 0.04% | +3,150+521.5% | Added |
| Archetype Wealth Partners | 3,753 | $337.0K | 0.05% | −128−3.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,756 | $337.2K | 0.21% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 3,764 | $337.9K | 0.18% | +9+0.2% | Added |
| Summit Wealth Group, LLC | 3,777 | $339.0K | 0.10% | +360+10.5% | Added |
| Paul Damon & Associates, Inc. | 3,779 | $339.2K | 0.21% | +1,140+43.2% | Added |
| Capula Management Ltd | 3,781 | $339.4K | 0.00% | +3,040+410.3% | Added |