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 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $196.9B |
| Q3 2024 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Lee Danner & Bass Inc | 97,270 | $8.73M | 0.71% | −1,399−1.4% | Reduced |
| Slocum, Gordon & Co LLP | 97,182 | $8.72M | 6.50% | −580−0.6% | Reduced |
| Greenleaf Trust | 96,886 | $8.70M | 0.08% | −6,548−6.3% | Reduced |
| Estabrook Capital Management | 96,771 | $8.69M | 1.40% | −898−0.9% | Reduced |
| Graham Capital Management, L.P. | 96,589 | $8.67M | 0.27% | +96,589 | New |
| Meiji Yasuda Asset Management Co Ltd. | 95,601 | $8.58M | 0.35% | −807−0.8% | Reduced |
| Fort Sheridan Advisors LLC | 95,535 | $8.58M | 1.30% | −2,724−2.8% | Reduced |
| Marco Investment Management LLC | 95,485 | $8.57M | 0.79% | −125−0.1% | Reduced |
| Buck Wealth Strategies, LLC | 94,473 | $8.48M | 1.54% | +4,986+5.6% | Added |
| Cutler Investment Counsel LLC | 93,310 | $8.45M | 1.02% | −3,765−3.9% | Reduced |
| Philip James Wealth Mangement, LLC | 94,076 | $8.44M | 1.03% | +48,842+108.0% | Added |
| John G Ullman & Associates Inc | 93,917 | $8.43M | 1.30% | −2,506−2.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 93,012 | $8.42M | 0.55% | +3,607+4.0% | Added |
| J.W. Cole Advisors, Inc. | 93,400 | $8.38M | 0.26% | +34,628+58.9% | Added |
| Avantax Planning Partners, Inc. | 92,798 | $8.33M | 0.29% | +11,394+14.0% | Added |
| Phoenix Holdings Ltd. | 91,855 | $8.33M | 0.13% | −9,450−9.3% | Reduced |
| Allworth Financial LP | 104,192 | $8.32M | 0.05% | +12,942+14.2% | Added |
| Apollon Wealth Management, LLC | 92,647 | $8.32M | 0.18% | −5,068−5.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 92,619 | $8.31M | 0.76% | −34,505−27.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 104,952 | $8.31M | 0.67% | +102,534+4,240.4% | Added |
| Smithfield Trust Co | 92,416 | $8.29M | 0.42% | +1,430+1.6% | Added |
| Meiji Yasuda Life Insurance Co | 92,212 | $8.28M | 0.17% | −2,703−2.8% | Reduced |
| Boston Private Wealth LLC | 92,183 | $8.27M | 0.34% | −14,953−14.0% | Reduced |
| SummitTX Capital, L.P. | 91,795 | $8.24M | 0.36% | +91,795 | New |
| Concurrent Investment Advisors, LLC | 91,530 | $8.22M | 0.20% | −3,953−4.1% | Reduced |
| Adalta Capital Management LLC | 90,161 | $8.17M | 4.35% | +360.0% | Added |
| Ruffer LLP | 90,727 | $8.14M | 0.31% | +18,055+24.8% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 98,000 | $8.14M | 1.16% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 90,699 | $8.14M | 1.69% | +15,452+20.5% | Added |
| AustralianSuper Pty Ltd | 90,498 | $8.12M | 0.05% | −730,918−89.0% | Reduced |
| Lynch & Associates | 90,250 | $8.10M | 1.75% | −344−0.4% | Reduced |
| Daymark Wealth Partners, LLC | 88,989 | $8.06M | 0.35% | −134,066−60.1% | Reduced |
| Merit Financial Group, LLC | 89,760 | $8.06M | 0.12% | +21,038+30.6% | Added |
| Rothschild Investment LLC | 89,238 | $8.01M | 0.54% | −3,646−3.9% | Reduced |
| Siemens Fonds Invest GmbH | 89,199 | $8.01M | 0.55% | +821+0.9% | Added |
| Summit Global Investments | 89,007 | $7.99M | 0.58% | −111,017−55.5% | Reduced |
| Steel Peak Wealth Management LLC | 88,238 | $7.99M | 0.34% | +46,455+111.2% | Added |
| S-Bank Fund Management Ltd | 88,807 | $7.97M | 1.50% | +88,807 | New |
| Cardinal Capital Management | 87,798 | $7.95M | 1.23% | +15,180+20.9% | Added |
| Country Club Bank | 88,719 | $7.92M | 0.53% | +1,772+2.0% | Added |
| Empirical Finance, LLC | 88,078 | $7.91M | 0.48% | +1,077+1.2% | Added |
| Canandaigua National Bank & Trust Co | 87,795 | $7.88M | 0.79% | +8,268+10.4% | Added |
| Ossiam | 87,289 | $7.84M | 0.11% | +34,581+65.6% | Added |
| Busey Wealth Management | 86,966 | $7.81M | 0.26% | −2,916−3.2% | Reduced |
| Mill Capital Management, LLC | 86,607 | $7.77M | 0.62% | −890−1.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 86,335 | $7.75M | 0.36% | −29,354−25.4% | Reduced |
| Allstate Corp | 86,223 | $7.74M | 0.23% | +10,927+14.5% | Added |
| Hamel Associates, Inc. | 85,971 | $7.72M | 2.62% | −2,233−2.5% | Reduced |
| WealthBridge Investment Counsel Inc. | 85,635 | $7.69M | 2.80% | +325+0.4% | Added |
| Miramar Capital, LLC | 85,487 | $7.67M | 1.83% | −2,204−2.5% | Reduced |
| Equitable Holdings, Inc. | 85,484 | $7.67M | 0.07% | −53,755−38.6% | Reduced |
| Winslow Asset Management Inc | 85,481 | $7.67M | 1.69% | −4,131−4.6% | Reduced |
| Advocate Group LLC | 85,295 | $7.66M | 1.40% | +4,188+5.2% | Added |
| Triglav Skladi, D.O.O. | 85,308 | $7.65M | 0.65% | −2,363−2.7% | Reduced |
| Gladstone Institutional Advisory LLC | 85,061 | $7.64M | 0.36% | +6,263+7.9% | Added |
| Aptus Capital Advisors, LLC | 84,329 | $7.57M | 0.09% | −7,050−7.7% | Reduced |
| Violich Capital Management, Inc. | 84,192 | $7.56M | 1.02% | −2,100−2.4% | Reduced |
| Red Door Wealth Management, LLC | 83,767 | $7.52M | 1.11% | +8,717+11.6% | Added |
| Integrated Wealth Concepts LLC | 83,761 | $7.52M | 0.09% | +604+0.7% | Added |
| Sky Investment Group LLC | 83,590 | $7.50M | 1.39% | +2,145+2.6% | Added |
| Lifeworks Advisors, LLC | 83,338 | $7.48M | 1.24% | +9,870+13.4% | Added |
| Hudson Value Partners, LLC | 83,311 | $7.48M | 2.81% | +37,347+81.3% | Added |
| First Citizens Bank & Trust Co | 83,216 | $7.47M | 0.19% | +33,378+67.0% | Added |
| GFS Advisors, LLC | 82,374 | $7.39M | 1.48% | −187−0.2% | Reduced |
| Carret Asset Management, LLC | 82,113 | $7.37M | 0.83% | +1,463+1.8% | Added |
| Nixon Peabody Trust Co | 82,017 | $7.36M | 0.62% | −1,993−2.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 81,666 | $7.33M | 0.27% | −650−0.8% | Reduced |
| Banque Cantonale Vaudoise | 80,705 | $7.24M | 0.32% | +80,705 | New |
| Alberta Investment Management Corp | 80,700 | $7.24M | 0.05% | +45,841+131.5% | Added |
| Tectonic Advisors LLC | 80,532 | $7.23M | 0.45% | +7,486+10.2% | Added |
| Azzad Asset Management Inc | 80,479 | $7.22M | 0.85% | +25,083+45.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 80,455 | $7.22M | 0.11% | +137+0.2% | Added |
| NJ State Employees Deferred Compensation Plan | 80,252 | $7.20M | 0.92% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 93,470 | $7.18M | 0.39% | +93,470 | New |
| Union Bancaire Privee, UBP SA | 86,826 | $7.18M | 0.14% | −192,512−68.9% | Reduced |
| FLC Capital Advisors | 79,606 | $7.15M | 1.60% | +580+0.7% | Added |
| Gibraltar Capital Management, Inc. | 79,551 | $7.14M | 1.54% | +20,833+35.5% | Added |
| Sunbelt Securities, Inc. | 79,410 | $7.13M | 0.64% | +647+0.8% | Added |
| Savant Capital, LLC | 78,429 | $7.04M | 0.06% | −75,080−48.9% | Reduced |
| Mutual Advisors, LLC | 85,037 | $7.04M | 0.20% | −310−0.4% | Reduced |
| TD Private Client Wealth LLC | 78,174 | $7.02M | 0.19% | +9,258+13.4% | Added |
| Williams Jones Wealth Management, LLC. | 78,074 | $7.01M | 0.09% | −19,318−19.8% | Reduced |
| Level Four Advisory Services, LLC | 76,768 | $6.89M | 0.28% | −2,654−3.3% | Reduced |
| Trust Co of Toledo NA | 76,694 | $6.88M | 0.91% | −2,336−3.0% | Reduced |
| Round Hill Asset Management | 76,300 | $6.85M | 4.92% | +4,365+6.1% | Added |
| Greenwood Capital Associates LLC | 76,249 | $6.84M | 0.92% | +76,249 | New |
| W Advisors, LLC | 76,155 | $6.84M | 4.28% | +302+0.4% | Added |
| Brookstone Capital Management | 76,073 | $6.83M | 0.10% | +9,562+14.4% | Added |
| Northeast Financial Consultants Inc | 76,005 | $6.82M | 0.30% | +110+0.1% | Added |
| Ostrum Asset Management | 75,929 | $6.82M | 0.36% | +17,616+30.2% | Added |
| Caisse des Depots Et Consignations | 75,889 | $6.81M | 0.33% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 75,852 | $6.81M | 0.89% | +7,409+10.8% | Added |
| Everence Capital Management Inc | 75,771 | $6.80M | 0.46% | +4,510+6.3% | Added |
| PGGM Investments | 75,380 | $6.77M | 0.09% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 75,220 | $6.75M | 0.07% | −415−0.5% | Reduced |
| Zuckerman Investment Group, LLC | 74,799 | $6.71M | 0.72% | +3,671+5.2% | Added |
| Ironwood Investment Counsel, LLC | 74,663 | $6.70M | 1.16% | +2,548+3.5% | Added |
| M. Kulyk & Associates, LLC | 74,661 | $6.70M | 1.53% | +6,216+9.1% | Added |
| Simmons Bank | 74,405 | $6.68M | 0.50% | −7,728−9.4% | Reduced |
| Hilltop Holdings Inc. | 74,363 | $6.67M | 0.42% | +1,006+1.4% | Added |