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
- 3,459
- −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
- 1,598 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 |
|---|---|---|---|---|---|
| Warm Springs Advisors Inc. | 3,784 | $339.7K | 0.34% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 3,785 | $339.7K | 0.18% | +15+0.4% | Added |
| Beacon Financial Strategies CORP | 3,786 | $339.8K | 0.23% | +402+11.9% | Added |
| Manchester Financial Inc | 3,794 | $340.5K | 0.08% | +2+0.1% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,800 | $341.1K | 0.01% | +3,800 | New |
| Michael S. Ryan, Inc. | 3,817 | $342.6K | 0.24% | −106−2.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 3,803 | $344.2K | 0.02% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 3,840 | $344.7K | 0.05% | −250−6.1% | Reduced |
| Capital Wealth Planning, LLC | 3,847 | $345.3K | 0.00% | −2,056,814−99.8% | Reduced |
| Kera Capital Partners, Inc. | 3,852 | $345.8K | 0.10% | +282+7.9% | Added |
| Hemington Wealth Management | 3,864 | $346.0K | 0.05% | −186−4.6% | Reduced |
| Genus Capital Management Inc. | 3,859 | $346.4K | 0.05% | +3,859 | New |
| Johnson Financial Group, LLC | 3,859 | $346.4K | 0.04% | +3,859 | New |
| Warwick Investment Management, Inc. | 3,862 | $346.6K | 0.07% | +163+4.4% | Added |
| Texas Capital Bancshares Inc | 3,880 | $348.3K | 0.15% | +386+11.0% | Added |
| Per Stirling Capital Management, LLC. | 3,883 | $348.5K | 0.05% | +420+12.1% | Added |
| Green Harvest Asset Management LLC | 3,883 | $348.5K | 0.01% | −744−16.1% | Reduced |
| Rainier Family Wealth Inc | 3,883 | $348.5K | 0.41% | −852−18.0% | Reduced |
| Rise Advisors, LLC | 3,886 | $348.8K | 0.15% | −722−15.7% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,887 | $348.9K | 0.27% | −45−1.1% | Reduced |
| BKM Wealth Management, LLC | 3,892 | $349.3K | 0.14% | −23−0.6% | Reduced |
| Operose Advisors LLC | 3,900 | $350.1K | 0.12% | −37−0.9% | Reduced |
| Lewis Asset Management, LLC | 3,902 | $350.3K | 0.29% | +833+27.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,906 | $350.6K | 0.08% | +16+0.4% | Added |
| Vista Investment Partners LLC | 3,906 | $350.6K | 0.11% | −237−5.7% | Reduced |
| Medallion Wealth Advisors, LLC | 4,032 | $351.9K | 0.16% | +49+1.2% | Added |
| Triumph Capital Management | 3,922 | $352.0K | 0.12% | +403+11.5% | Added |
| Oak Asset Management, LLC | 3,925 | $352.3K | 0.13% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,926 | $352.4K | 0.01% | −85−2.1% | Reduced |
| Alta Wealth Advisors LLC | 3,927 | $352.5K | 0.16% | +600+18.0% | Added |
| Triad Wealth Partners, LLC | 3,932 | $352.9K | 0.11% | +116+3.0% | Added |
| Constitution Capital LLC | 3,950 | $354.6K | 0.20% | −800−16.8% | Reduced |
| Liberty Square Wealth Partners LLC | 3,961 | $355.5K | 0.14% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3,962 | $355.6K | 0.18% | +522+15.2% | Added |
| Broyhill Asset Management | 3,963 | $355.7K | 0.29% | +321+8.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 3,930 | $355.9K | 0.17% | −695−15.0% | Reduced |
| Peachtree Investment Partners, LLC | 3,969 | $356.2K | 0.14% | +666+20.2% | Added |
| Riverstone Advisors, LLC | 3,969 | $356.3K | 0.21% | −65−1.6% | Reduced |
| Palumbo Wealth Management LLC | 3,972 | $356.5K | 0.12% | +300+8.2% | Added |
| Eads & Heald Wealth Management | 3,976 | $357.0K | 0.18% | +610+18.1% | Added |
| Financial Council Asset Management Inc | 3,991 | $358.3K | 0.19% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 4,000 | $359.0K | 0.19% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,005 | $359.5K | 0.19% | +5+0.1% | Added |
| Kennedy Investment Group | 4,010 | $360.0K | 0.17% | +170+4.4% | Added |
| Omnia Family Wealth, LLC | 3,978 | $360.3K | 0.15% | −169−4.1% | Reduced |
| Advanced Portfolio Management, LLC | 4,021 | $360.9K | 0.73% | +4,021 | New |
| JSF Financial, LLC | 4,026 | $361.3K | 0.10% | +35+0.9% | Added |
| Fairscale Capital, LLC | 3,994 | $361.7K | 0.33% | −200−4.8% | Reduced |
| Missouri Trust & Investment Co | 4,035 | $362.2K | 0.13% | −5,694−58.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 4,038 | $362.5K | 0.07% | −781−16.2% | Reduced |
| TBH Global Asset Management, LLC | 4,040 | $362.6K | 0.07% | −311−7.1% | Reduced |
| Gagnon Securities LLC | 4,040 | $362.6K | 0.08% | −33−0.8% | Reduced |
| Atticus Wealth Management, LLC | 4,043 | $362.9K | 0.12% | +6+0.1% | Added |
| TFB Advisors LLC | 4,052 | $363.7K | 0.10% | −142−3.4% | Reduced |
| Drive Wealth Management, LLC | 4,031 | $364.4K | 0.09% | −3,867−49.0% | Reduced |
| Aventura Private Wealth, LLC | 4,063 | $364.7K | 0.19% | −8−0.2% | Reduced |
| Almanack Investment Partners, LLC. | 4,073 | $365.6K | 0.07% | +832+25.7% | Added |
| Tarbox Family Office, Inc. | 4,083 | $366.5K | 0.06% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 4,105 | $368.5K | 0.03% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 4,108 | $368.7K | 0.18% | +1,463+55.3% | Added |
| Redhawk Wealth Advisors, Inc. | 4,113 | $369.2K | 0.05% | −5,714−58.1% | Reduced |
| Uhlmann Price Securities, LLC | 4,118 | $369.6K | 0.27% | −495−10.7% | Reduced |
| Strategic Investment Advisors | 4,119 | $369.8K | 0.04% | −4,401−51.7% | Reduced |
| Capital Investment Counsel, Inc | 4,121 | $369.9K | 0.06% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 4,124 | $370.2K | 0.07% | +4,124 | New |
| Mission Financial Group, LLC | 3,082 | $370.8K | 0.34% | +3,082 | New |
| Willow Creek Wealth Management Inc. | 4,141 | $371.7K | 0.04% | −29−0.7% | Reduced |
| CenterBook Partners LP | 4,146 | $372.1K | 0.02% | +4,146 | New |
| Powell Investment Advisors, LLC | 4,109 | $372.2K | 0.18% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 4,148 | $372.3K | 0.05% | +224+5.7% | Added |
| Alesco Advisors LLC | 4,150 | $372.5K | 0.01% | +1,970+90.4% | Added |
| R Squared Ltd | 4,150 | $372.5K | 0.40% | +4,150 | New |
| Perritt Capital Management Inc | 4,152 | $372.7K | 0.21% | −540−11.5% | Reduced |
| Alpha Family Trust | 4,155 | $373.0K | 0.22% | −3,020−42.1% | Reduced |
| MBL Wealth, LLC | 4,164 | $373.8K | 0.04% | −3,950−48.7% | Reduced |
| MBM Wealth Consultants, LLC | 4,132 | $374.2K | 0.11% | −55−1.3% | Reduced |
| Mayfair Advisory Group, LLC | 4,180 | $375.2K | 0.22% | −1,209−22.4% | Reduced |
| Financial Enhancement Group LLC | 4,768 | $376.6K | 0.06% | +4,768 | New |
| Weaver Consulting Group | 4,200 | $376.9K | 0.11% | +858+25.7% | Added |
| Goldstone Financial Group, LLC | 4,212 | $378.1K | 0.06% | +83+2.0% | Added |
| Morris Financial Concepts, Inc. | 4,214 | $378.2K | 0.16% | −171−3.9% | Reduced |
| Cynosure Management, LLC | 4,215 | $378.3K | 0.05% | +671+18.9% | Added |
| Osterweis Capital Management Inc | 4,218 | $378.6K | 0.02% | +35+0.8% | Added |
| Elyxium Wealth, LLC | 4,222 | $378.9K | 0.17% | +4,222 | New |
| Silvia McColl Wealth Management, LLC | 4,225 | $379.3K | 0.29% | +257+6.5% | Added |
| Park Edge Advisors, LLC | 4,228 | $379.5K | 0.11% | −68−1.6% | Reduced |
| Gradient Investments LLC | 4,231 | $379.8K | 0.01% | +100+2.4% | Added |
| Silver Coast Investments LLC | 4,234 | $380.0K | 0.14% | +1,274+43.0% | Added |
| Ssi Investment Management LLC | 4,241 | $380.7K | 0.03% | −10.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,216 | $381.0K | 0.17% | −340−7.5% | Reduced |
| Palogic Value Management, L.P. | 4,250 | $381.5K | 0.17% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4,220 | $381.5K | 0.16% | −1,062−20.1% | Reduced |
| J.Safra Asset Management Corp | 4,262 | $382.6K | 0.03% | +1,310+44.4% | Added |
| Wayfinding Financial, LLC | 4,231 | $383.0K | 0.17% | −56−1.3% | Reduced |
| State of Wyoming | 4,271 | $383.4K | 0.05% | −7−0.2% | Reduced |
| Facet Wealth, Inc. | 4,635 | $384.0K | 0.01% | +1,474+46.6% | Added |
| OneAscent Wealth Management LLC | 4,279 | $384.0K | 0.17% | −650−13.2% | Reduced |
| Armbruster Capital Management, Inc. | 4,292 | $385.3K | 0.08% | −121−2.7% | Reduced |
| Westshore Wealth, LLC | 4,299 | $385.8K | 0.16% | −24−0.6% | Reduced |
| Harmony Asset Management LLC | 4,301 | $386.1K | 0.16% | −525−10.9% | Reduced |