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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 74,058 | $6.65M | 0.48% | +1,915+2.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 73,768 | $6.62M | 0.47% | −29,706−28.7% | Reduced |
| Live Oak Private Wealth LLC | 73,628 | $6.61M | 1.07% | +3,934+5.6% | Added |
| CSM Advisors, LLC | 73,535 | $6.60M | 0.36% | −1,120−1.5% | Reduced |
| Bleakley Financial Group, LLC | 72,921 | $6.55M | 0.21% | −9,565−11.6% | Reduced |
| BTC Capital Management, Inc. | 72,868 | $6.54M | 0.60% | −553−0.8% | Reduced |
| Augustine Asset Management Inc | 72,764 | $6.53M | 1.91% | −5,480−7.0% | Reduced |
| Gamco Investors, Inc. Et Al | 72,630 | $6.52M | 0.07% | −6,533−8.3% | Reduced |
| Davis R M Inc | 72,288 | $6.49M | 0.13% | −94,057−56.5% | Reduced |
| Heritage Trust Co | 72,196 | $6.48M | 0.79% | −139−0.2% | Reduced |
| Sowell Financial Services LLC | 72,175 | $6.48M | 0.29% | +7,761+12.0% | Added |
| Choate Investment Advisors | 72,106 | $6.47M | 0.16% | −2,940−3.9% | Reduced |
| Freestone Capital Holdings, LLC | 71,741 | $6.44M | 0.24% | +635+0.9% | Added |
| Rossmore Private Capital | 71,636 | $6.43M | 0.79% | −668−0.9% | Reduced |
| LGT Fund Management Co Ltd. | 71,502 | $6.42M | 0.58% | +16,605+30.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 71,263 | $6.40M | 0.28% | −3,538−4.7% | Reduced |
| Meridian Wealth Management, LLC | 70,393 | $6.32M | 0.31% | −7,957−10.2% | Reduced |
| Boit C F David | 70,283 | $6.31M | 3.17% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 70,249 | $6.31M | 0.99% | −53,554−43.3% | Reduced |
| Northern Oak Wealth Management Inc | 70,106 | $6.29M | 0.81% | +3,292+4.9% | Added |
| Community Financial Services Group, LLC | 70,085 | $6.29M | 1.36% | +7,694+12.3% | Added |
| Anchor Investment Management, LLC | 69,985 | $6.28M | 0.59% | −654−0.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 69,794 | $6.26M | 0.71% | −716−1.0% | Reduced |
| Bonness Enterprises Inc | 69,500 | $6.24M | 2.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 69,488 | $6.24M | 0.04% | −19,493−21.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 69,380 | $6.23M | 0.70% | −310.0% | Reduced |
| Fulton Bank, N.A. | 69,002 | $6.19M | 0.25% | −2,422−3.4% | Reduced |
| Voleon Capital Management LP | 68,933 | $6.19M | 0.48% | +16,140+30.6% | Added |
| Groupe la Francaise | 70,404 | $6.16M | 0.13% | −119,337−62.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 68,367 | $6.14M | 0.32% | +2,212+3.3% | Added |
| Manning & Napier Advisors LLC | 68,284 | $6.13M | 0.08% | −6,332−8.5% | Reduced |
| Alpha Cubed Investments, LLC | 68,262 | $6.13M | 0.27% | −161,076−70.2% | Reduced |
| Axxcess Wealth Management, LLC | 68,214 | $6.12M | 0.17% | −6,377−8.5% | Reduced |
| XML Financial, LLC | 68,090 | $6.11M | 0.57% | +100.0% | Added |
| Perigon Wealth Management, LLC | 68,071 | $6.11M | 0.16% | −7,655−10.1% | Reduced |
| Mengis Capital Management, Inc. | 67,869 | $6.09M | 1.27% | −39,320−36.7% | Reduced |
| CAPROCK Group, Inc. | 67,040 | $6.07M | 0.19% | −3,608−5.1% | Reduced |
| Inlet Private Wealth, LLC | 67,520 | $6.06M | 1.58% | +14,553+27.5% | Added |
| Valeo Financial Advisors, LLC | 86,240 | $6.06M | 0.17% | −2,483−2.8% | Reduced |
| Hamilton Wealth, LLC | 66,958 | $6.01M | 1.45% | +39,467+143.6% | Added |
| Kempner Capital Management Inc. | 66,628 | $5.98M | 3.37% | +36,658+122.3% | Added |
| Courier Capital LLC | 66,566 | $5.97M | 0.39% | −459−0.7% | Reduced |
| Wahed Invest LLC | 66,261 | $5.95M | 1.03% | +1,066+1.6% | Added |
| Eliot Finkel Investment Counsel, LLC | 66,210 | $5.94M | 4.04% | +845+1.3% | Added |
| Fiduciary Alliance LLC | 65,808 | $5.91M | 0.58% | −7,022−9.6% | Reduced |
| GLOBALT Investments LLC | 65,435 | $5.87M | 0.24% | −604−0.9% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 65,431 | $5.87M | 0.12% | +38,520+143.1% | Added |
| Strategic Global Advisors, LLC | 65,262 | $5.86M | 1.16% | −2,100−3.1% | Reduced |
| Jacobi Capital Management LLC | 64,511 | $5.79M | 0.43% | +2,722+4.4% | Added |
| Guyasuta Investment Advisors Inc | 64,271 | $5.77M | 0.38% | −1,090−1.7% | Reduced |
| Independent Advisor Alliance | 64,223 | $5.76M | 0.19% | −3,124−4.6% | Reduced |
| Brick & Kyle, Associates | 65,322 | $5.76M | 2.65% | −1,907−2.8% | Reduced |
| Boston Research & Management Inc | 63,596 | $5.71M | 1.40% | −1,190−1.8% | Reduced |
| RFG Advisory, LLC | 63,569 | $5.71M | 0.15% | +30,274+90.9% | Added |
| StoneX Group Inc. | 62,972 | $5.69M | 0.31% | +3,388+5.7% | Added |
| CCM Investment Group, LLC | 63,576 | $5.67M | 0.60% | +13,590+27.2% | Added |
| Capital Analysts, LLC | 62,942 | $5.65M | 0.21% | +2,889+4.8% | Added |
| PFG Investments, LLC | 62,576 | $5.62M | 0.36% | −2,143−3.3% | Reduced |
| Barbara Oil Co. | 62,295 | $5.59M | 2.27% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 62,156 | $5.58M | 0.13% | 00.0% | Unchanged |
| Capital Counsel LLC | 62,108 | $5.57M | 0.25% | −73−0.1% | Reduced |
| NewSquare Capital LLC | 63,299 | $5.57M | 0.45% | −71−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 61,994 | $5.56M | 0.19% | −125−0.2% | Reduced |
| First American Bank | 61,682 | $5.54M | 0.41% | −120−0.2% | Reduced |
| Wedbush Securities Inc | 61,637 | $5.53M | 0.20% | −6,197−9.1% | Reduced |
| Buffington Mohr McNeal | 61,540 | $5.52M | 1.09% | −17,031−21.7% | Reduced |
| Hanson & Doremus Investment Management | 61,511 | $5.52M | 0.81% | +7,760+14.4% | Added |
| HighPoint Advisor Group LLC | 65,104 | $5.51M | 0.32% | +2,661+4.3% | Added |
| Summit Trail Advisors, LLC | 60,835 | $5.51M | 0.18% | +4,813+8.6% | Added |
| Royal Fund Management, LLC | 60,868 | $5.50M | 0.66% | +5,474+9.9% | Added |
| Moneta Group Investment Advisors LLC | 61,089 | $5.48M | 0.08% | −1,556−2.5% | Reduced |
| NewEdge Wealth, LLC | 60,920 | $5.47M | 0.10% | −24,850−29.0% | Reduced |
| Chesley Taft & Associates LLC | 60,888 | $5.47M | 0.26% | +35+0.1% | Added |
| Nippon Life Global Investors Americas, Inc. | 60,170 | $5.46M | 0.27% | −40,210−40.1% | Reduced |
| Twin Capital Management Inc | 60,606 | $5.44M | 0.63% | −858−1.4% | Reduced |
| Ballentine Partners, LLC | 60,496 | $5.43M | 0.09% | −3,013−4.7% | Reduced |
| Stablepoint Partners, LLC | 60,438 | $5.42M | 0.98% | +9,815+19.4% | Added |
| We Are One Seven, LLC | 60,435 | $5.42M | 0.21% | −5,588−8.5% | Reduced |
| Bank of Hawaii | 60,370 | $5.42M | 0.31% | −4,072−6.3% | Reduced |
| Plato Investment Management Ltd | 59,092 | $5.36M | 0.45% | +8,468+16.7% | Added |
| Buckley Wealth Management, LLC | 59,650 | $5.35M | 1.67% | −500−0.8% | Reduced |
| Argyle Capital Management Inc. | 59,601 | $5.35M | 1.99% | +1,486+2.6% | Added |
| Sphera Funds Management Ltd. | 59,600 | $5.35M | 1.32% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 59,487 | $5.34M | 1.58% | +1,232+2.1% | Added |
| Shell Asset Management Co | 59,472 | $5.34M | 0.25% | −1,874−3.1% | Reduced |
| Benson Investment Management Company, Inc. | 59,360 | $5.33M | 2.32% | +59,360 | New |
| Northwest Bancshares, Inc. | 59,197 | $5.31M | 0.98% | +2,597+4.6% | Added |
| Mount Yale Investment Advisors, LLC | 59,174 | $5.31M | 0.46% | +11,104+23.1% | Added |
| Roberts Wealth Advisors, LLC | 58,991 | $5.30M | 1.63% | +333+0.6% | Added |
| Core Alternative Capital | 58,963 | $5.29M | 1.27% | −11,423−16.2% | Reduced |
| Biltmore Family Office, LLC | 58,288 | $5.28M | 0.90% | +2,800+5.0% | Added |
| Raab & Moskowitz Asset Management LLC | 58,653 | $5.26M | 1.32% | +2,346+4.2% | Added |
| Aureus Asset Management, LLC | 58,269 | $5.23M | 0.37% | +14,704+33.8% | Added |
| Carnegie Capital Asset Management, LLC | 63,396 | $5.22M | 0.12% | +32,663+106.3% | Added |
| Trust Co of Virginia | 58,112 | $5.22M | 0.48% | −1,866−3.1% | Reduced |
| Addenda Capital Inc. | 57,479 | $5.21M | 0.19% | −97−0.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 57,929 | $5.20M | 0.30% | −3,298−5.4% | Reduced |
| Baugh & Associates, LLC | 60,897 | $5.20M | 2.63% | +10,094+19.9% | Added |
| Cutler Capital Management, LLC | 57,731 | $5.18M | 1.80% | −294−0.5% | Reduced |
| KCM Investment Advisors LLC | 57,661 | $5.18M | 0.19% | −14,125−19.7% | Reduced |