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 |
|---|---|---|---|---|---|
| Capital Market Strategies LLC | 4,333 | $388.9K | 0.26% | −84−1.9% | Reduced |
| North Point Portfolio Managers Corp | 4,342 | $389.7K | 0.07% | +4,342 | New |
| Peoples Bank | 4,345 | $390.0K | 0.26% | −200−4.4% | Reduced |
| Dakota Community Bank & Trust NA | 4,351 | $390.5K | 1.88% | +545+14.3% | Added |
| Birchcreek Wealth Management, LLC | 4,353 | $390.7K | 0.25% | −1,384−24.1% | Reduced |
| Pennsylvania Capital Management Inc | 4,360 | $391.4K | 0.14% | −823−15.9% | Reduced |
| Smith Thornton Advisors LLC | 4,367 | $392.0K | 0.24% | −731−14.3% | Reduced |
| Next Capital Management LLC | 4,367 | $392.0K | 0.19% | +254+6.2% | Added |
| White Lighthouse Investment Management Inc. | 4,373 | $392.5K | 0.07% | −1,268−22.5% | Reduced |
| Perennial Investment Advisors, LLC | 4,382 | $393.4K | 0.04% | −168−3.7% | Reduced |
| Balboa Wealth Partners | 4,395 | $394.5K | 0.10% | −785−15.2% | Reduced |
| PAX Financial Group, LLC | 4,398 | $394.8K | 0.07% | +324+8.0% | Added |
| Invenio Wealth Partners LLC | 4,406 | $395.5K | 0.17% | +874+24.7% | Added |
| Kinloch Capital, LLC | 4,408 | $395.7K | 0.19% | +50+1.1% | Added |
| Holistic Financial Partners | 4,409 | $395.8K | 0.19% | −187−4.1% | Reduced |
| Latitude Advisors, LLC | 4,414 | $396.2K | 0.23% | +486+12.4% | Added |
| Howard Wealth Management, LLC | 4,418 | $396.6K | 0.22% | +20.0% | Added |
| Hollow Brook Wealth Management LLC | 4,425 | $397.2K | 0.12% | +17+0.4% | Added |
| Greater Midwest Financial Group, LLC | 4,448 | $399.2K | 0.28% | −12−0.3% | Reduced |
| Arcataur Capital Management LLC | 4,449 | $399.3K | 0.14% | −252−5.4% | Reduced |
| Cambridge Financial Group, LLC | 4,452 | $399.4K | 0.17% | −757−14.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 5,076 | $399.7K | 0.14% | +2,855+128.5% | Added |
| Calton & Associates, Inc. | 4,454 | $399.8K | 0.09% | +4,454 | New |
| Breed's Hill Capital LLC | 4,456 | $400.0K | 0.22% | −1,156−20.6% | Reduced |
| UMA Financial Services, Inc. | 4,459 | $400.3K | 0.07% | +45+1.0% | Added |
| Revolve Wealth Partners, LLC | 4,464 | $400.7K | 0.06% | −11−0.2% | Reduced |
| Wedge Capital Management L L P | 4,469 | $401.1K | 0.01% | +70+1.6% | Added |
| Tudor Financial Inc. | 4,479 | $402.1K | 0.24% | +6+0.1% | Added |
| SOL Capital Management CO | 4,491 | $403.0K | 0.04% | +100+2.3% | Added |
| Strive Asset Management, LLC | 4,493 | $403.3K | 0.28% | −513−10.2% | Reduced |
| Legacy Advisory Services, LLC | 4,494 | $403.4K | 0.34% | +926+26.0% | Added |
| Bright Futures Wealth Management, LLC. | 5,188 | $403.9K | 0.44% | −464−8.2% | Reduced |
| Farmers Trust Co | 4,500 | $403.9K | 0.08% | −210−4.5% | Reduced |
| West Tower Group, LLC | 4,500 | $403.9K | 1.06% | +100+2.3% | Added |
| X-Square Capital, LLC | 4,502 | $404.0K | 0.17% | +20.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,504 | $404.3K | 0.21% | −1,142−20.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,509 | $404.7K | 0.07% | −1,195−21.0% | Reduced |
| Titleist Asset Management, LLC | 4,510 | $404.8K | 0.05% | +312+7.4% | Added |
| Cardiff Park Advisors, LLC | 4,519 | $405.6K | 0.04% | −98−2.1% | Reduced |
| Regatta Capital Group, LLC | 4,535 | $407.1K | 0.08% | +201+4.6% | Added |
| Benin Management CORP | 4,536 | $407.2K | 0.12% | +72+1.6% | Added |
| Luts & Greenleigh Group, Inc | 4,537 | $407.2K | 0.40% | −327−6.7% | Reduced |
| Oxford Financial Group Ltd | 4,538 | $407.3K | 0.03% | −1,271−21.9% | Reduced |
| MBA Advisors LLC | 4,543 | $407.8K | 0.20% | +198+4.6% | Added |
| Chancellor Financial Group WB LP | 4,544 | $407.9K | 0.34% | −1,095−19.4% | Reduced |
| Redwood Financial Network Corp | 4,549 | $408.3K | 0.31% | −1,741−27.7% | Reduced |
| Ariadne Wealth Management, LP | 5,398 | $410.1K | 0.21% | +2,526+88.0% | Added |
| United Bank | 4,575 | $410.7K | 0.05% | −20−0.4% | Reduced |
| Ramiah Investment Group | 4,580 | $411.1K | 0.39% | +254+5.9% | Added |
| Gemmer Asset Management LLC | 4,616 | $414.3K | 0.04% | +676+17.2% | Added |
| First Citizens Financial Corp | 4,623 | $415.0K | 0.23% | 00.0% | Unchanged |
| Select Asset Management & Trust | 4,618 | $415.0K | 0.17% | +1,470+46.7% | Added |
| Sylvest Advisors, LLC | 4,631 | $415.7K | 0.26% | 00.0% | Unchanged |
| Retirement Planning Group | 4,635 | $416.1K | 0.02% | +114+2.5% | Added |
| Peak Planning Group, LLC | 4,646 | $417.0K | 0.18% | −5,761−55.4% | Reduced |
| Westmount Partners, LLC | 4,653 | $417.6K | 0.13% | −684−12.8% | Reduced |
| Accretive Wealth Partners, LLC | 5,289 | $418.0K | 0.15% | −53−1.0% | Reduced |
| O'Brien Greene & Co. Inc | 4,661 | $418.4K | 0.14% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 4,661 | $418.4K | 0.24% | +63+1.4% | Added |
| 360 Financial, Inc. | 4,662 | $418.4K | 0.15% | +31+0.7% | Added |
| Millennium Capital Advisors, LLC | 4,662 | $418.5K | 0.31% | −400−7.9% | Reduced |
| Johnson Bixby & Associates, LLC | 4,662 | $418.5K | 0.06% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 4,662 | $418.5K | 0.02% | +827+21.6% | Added |
| DHJJ Financial Advisors, Ltd. | 4,664 | $418.6K | 0.17% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4,666 | $419.0K | 0.06% | −388−7.7% | Reduced |
| Tyler-Stone Wealth Management | 4,668 | $419.0K | 0.08% | −582−11.1% | Reduced |
| Cottage Street Advisors LLC | 4,670 | $419.2K | 0.21% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 4,671 | $419.3K | 0.18% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 4,678 | $419.9K | 0.37% | +4,678 | New |
| Koss-Olinger Consulting, LLC | 4,684 | $420.0K | 0.04% | +4,684 | New |
| Syntegra Private Wealth Group, LLC | 4,682 | $420.2K | 0.05% | −239−4.9% | Reduced |
| Tower Wealth Partners, Inc. | 4,682 | $420.2K | 0.22% | −935−16.6% | Reduced |
| Bingham Private Wealth, LLC | 4,685 | $420.5K | 0.43% | −1,469−23.9% | Reduced |
| Sunburst Financial Group, LLC | 4,689 | $420.9K | 0.10% | −225−4.6% | Reduced |
| Sovereign Financial Group, Inc. | 4,689 | $420.9K | 0.10% | +176+3.9% | Added |
| Garrett Wealth Advisory Group, LLC | 4,693 | $421.2K | 0.09% | −22−0.5% | Reduced |
| Annandale Capital, LLC | 4,703 | $422.0K | 0.08% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,705 | $422.3K | 0.13% | +500+11.9% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,725 | $424.0K | 0.19% | +3+0.1% | Added |
| PUREfi Wealth, LLC | 4,729 | $424.5K | 0.42% | +1,590+50.7% | Added |
| Summit Wealth & Retirement Planning, Inc. | 4,737 | $425.2K | 0.13% | +62+1.3% | Added |
| Bourne Lent Asset Management Inc | 4,737 | $425.2K | 0.18% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 4,695 | $425.2K | 0.21% | −119−2.5% | Reduced |
| Parvin Asset Management, LLC | 4,738 | $425.3K | 0.48% | +73+1.6% | Added |
| Tepp RIA, LLC | 4,745 | $425.9K | 0.58% | −548−10.4% | Reduced |
| Consolidated Planning Corp | 4,750 | $426.4K | 0.06% | −4−0.1% | Reduced |
| Sigma Investment Counselors Inc | 4,754 | $426.7K | 0.03% | −2,027−29.9% | Reduced |
| Napatree Capital LLC | 4,755 | $426.8K | 0.24% | +535+12.7% | Added |
| Parisi Gray Wealth Management | 4,759 | $427.2K | 0.14% | +147+3.2% | Added |
| Acima Private Wealth, LLC | 4,764 | $427.6K | 0.15% | 00.0% | Unchanged |
| Range Financial Group LLC | 4,767 | $427.9K | 0.19% | +1,556+48.5% | Added |
| Dupree Financial Group, LLC | 4,769 | $428.1K | 0.17% | −155−3.1% | Reduced |
| Wingate Wealth Advisors, Inc. | 4,774 | $428.5K | 0.49% | +11+0.2% | Added |
| Meridian Investment Counsel Inc. | 4,779 | $429.0K | 0.13% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 4,782 | $429.2K | 0.07% | +67+1.4% | Added |
| Boyar Asset Management Inc. | 4,786 | $429.6K | 0.31% | −592−11.0% | Reduced |
| Optimum Investment Advisors | 4,800 | $430.8K | 0.20% | −350−6.8% | Reduced |
| Paragon Capital Management Ltd | 4,801 | $431.0K | 0.09% | +510+11.9% | Added |
| Quantum Financial Advisors, LLC | 4,806 | $431.4K | 0.06% | +216+4.7% | Added |
| Lane & Associates LLC | 4,811 | $431.8K | 0.23% | +170+3.7% | Added |