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 2023
Institutional positions in Merck & Co., Inc. as of Mar 31, 2023. 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
- 3,188
- +15 vs. Q4 2022
- Shares held
- 1.99B
- +80.9M (+4.2%) vs. Q4 2022
- Total value
- $205.1B
- −$6.63B (−3.1%) vs. Q4 2022
- New holders
- 162
- 1,210 more added
- Sold out
- 147
- 1,449 more reduced
71 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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 | 3,502 | $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 2023
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 323,654 | $3 | 0.07% | +321,512+15,009.9% | Added |
| Atlantic Private Wealth, LLC | 7 | $761 | 0.00% | +7 | New |
| HighMark Wealth Management LLC | 13 | $1.43K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 16 | $1.90K | 0.00% | +16 | New |
| Sofos Investments, Inc. | 292 | $2.72K | 0.12% | +181+163.1% | Added |
| Global Wealth Strategies & Associates | 26 | $2.77K | 0.00% | +26 | New |
| Credential Qtrade Securities Inc. | 34 | $3.62K | 0.00% | −57−62.6% | Reduced |
| Piershale Financial Group, Inc. | 40 | $4.26K | 0.00% | +20+100.0% | Added |
| Robbins Farley LLC | 43 | $4.58K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 45 | $4.79K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 111 | $5.00K | 0.07% | −232−67.6% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 51 | $5.43K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 409 | $10.0K | 0.06% | −9,385−95.8% | Reduced |
| PayPay Securities Corp | 105 | $11.2K | 0.75% | −55−34.4% | Reduced |
| Mendota Financial Group, LLC | 140 | $11.5K | 0.01% | −2−1.4% | Reduced |
| Ruedi Wealth Management, Inc. | 111 | $11.9K | 0.01% | −239−68.3% | Reduced |
| Marathon Trading Investment Management LLC | 128 | $13.6K | 0.01% | +128 | New |
| BBJS Financial Advisors, LLC | 130 | $13.8K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 134 | $14.3K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 148 | $15.7K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 150 | $16.0K | 0.03% | 00.0% | Unchanged |
| Sturgeon Ventures LLP | 174 | $18.5K | 0.03% | +174 | New |
| Grayhawk Investment Strategies Inc. | 134 | $19.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 183 | $19.4K | 0.03% | +2+1.1% | Added |
| Adirondack Retirement Specialists, Inc. | 184 | $20.0K | 0.02% | +120+187.5% | Added |
| Bellwether Advisors, LLC | 190 | $20.2K | 0.01% | −63−24.9% | Reduced |
| Sageworth Trust Co | 193 | $20.5K | 0.00% | −117−37.7% | Reduced |
| Gleason Group, Inc. | 200 | $21.3K | 0.01% | +200 | New |
| Level Financial Advisors, Inc. | 220 | $23.4K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 223 | $23.7K | 0.01% | +222+22,200.0% | Added |
| PrairieView Partners, LLC | 228 | $24.0K | 0.00% | +16+7.5% | Added |
| Red Tortoise LLC | 248 | $26.4K | 0.02% | −180−42.1% | Reduced |
| Cornerstone Management, Inc. | 260 | $27.7K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 269 | $28.5K | 0.02% | +269 | New |
| GW&K Investment Management, LLC | 272 | $29.0K | 0.00% | +50+22.5% | Added |
| Bromfield Sneider Wealth Advisors | 280 | $29.8K | 0.03% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 314 | $33.4K | 0.03% | +2+0.6% | Added |
| Legend Financial Advisors, Inc. | 328 | $34.9K | 0.03% | −138−29.6% | Reduced |
| Cypress Capital Management LLC (WY) | 335 | $35.6K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 342 | $36.4K | 0.01% | +25+7.9% | Added |
| Iron Horse Wealth Management, LLC | 357 | $38.0K | 0.02% | −190−34.7% | Reduced |
| Winch Advisory Services, LLC | 354 | $38.0K | 0.01% | +2+0.6% | Added |
| Front Row Advisors LLC | 363 | $39.0K | 0.02% | +96+36.0% | Added |
| Brown Shipley& Co Ltd | 376 | $39.9K | 0.03% | +376 | New |
| Operose Advisors LLC | 377 | $40.1K | 0.02% | 00.0% | Unchanged |
| JDM Financial Group LLC | 400 | $42.6K | 0.04% | −69−14.7% | Reduced |
| Park Circle Co | 400 | $42.6K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 405 | $43.0K | 0.03% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 420 | $44.7K | 0.06% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 438 | $47.0K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 447 | $47.6K | 0.05% | −7−1.5% | Reduced |
| Horizons Wealth Management | 457 | $48.6K | 0.04% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 468 | $49.8K | 0.08% | −90−16.1% | Reduced |
| Pacifica Partners Inc. | 452 | $50.6K | 0.03% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 488 | $51.0K | 0.04% | −230−32.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 492 | $52.3K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 459 | $53.0K | 0.02% | +59+14.8% | Added |
| Dougherty Wealth Advisers LLC | 500 | $53.2K | 0.08% | 00.0% | Unchanged |
| American State Bank (Iowa) | 530 | $56.4K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 555 | $59.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 559 | $59.5K | 0.00% | −4,518−89.0% | Reduced |
| Stephens Consulting, LLC | 566 | $60.2K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 570 | $60.6K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 570 | $60.6K | 0.05% | +10+1.8% | Added |
| Point72 Middle East FZE | 573 | $61.0K | 0.00% | −125,899−99.5% | Reduced |
| Insight Financial Services | 597 | $63.5K | 0.26% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 600 | $64.0K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 604 | $64.3K | 0.13% | +604 | New |
| Bellevue Asset Management, LLC | 614 | $65.4K | 0.04% | −999−61.9% | Reduced |
| Retirement Group, LLC | 848 | $66.0K | 0.03% | +113+15.4% | Added |
| Raffa Wealth Management, LLC | 634 | $67.5K | 0.02% | +2+0.3% | Added |
| Fairfield Financial Advisors, LTD | 642 | $68.0K | 0.03% | +99+18.2% | Added |
| Disciplined Investments, LLC | 663 | $70.5K | 0.03% | +2+0.3% | Added |
| James Investment Research Inc | 668 | $71.0K | 0.01% | +26+4.0% | Added |
| Syverson Strege & Co | 686 | $73.0K | 0.03% | +3+0.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 758 | $80.6K | 0.02% | +171+29.1% | Added |
| Bay Harbor Wealth Management, LLC | 771 | $82.6K | 0.04% | −227−22.7% | Reduced |
| Lumature Wealth Partners, LLC | 803 | $85.4K | 0.05% | −933−53.7% | Reduced |
| Clear Perspectives Financial Planning, LLC | 813 | $86.5K | 0.05% | 00.0% | Unchanged |
| RFP Financial Group LLC | 817 | $86.9K | 0.10% | −8,745−91.5% | Reduced |
| Versant Capital Management, Inc | 831 | $88.4K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 842 | $89.6K | 0.05% | −344−29.0% | Reduced |
| Creative Capital Management Investments LLC | 843 | $89.7K | 0.07% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 846 | $90.0K | 0.00% | −332−28.2% | Reduced |
| Tucker Asset Management LLC | 876 | $93.2K | 0.03% | −243−21.7% | Reduced |
| Nordwand Advisors, LLC | 921 | $98.0K | 0.02% | +921 | New |
| Core Wealth Advisors, Inc. | 936 | $99.6K | 0.04% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 975 | $103.7K | 0.04% | −355−26.7% | Reduced |
| Carderock Capital Management Inc | 975 | $103.7K | 0.04% | +975 | New |
| ZRC Wealth Management, LLC | 981 | $104.4K | 0.10% | +981 | New |
| Country Trust Bank | 986 | $104.9K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 983 | $105.0K | 0.12% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 993 | $105.6K | 0.06% | +15+1.5% | Added |
| Worth Asset Management, LLC | 1,000 | $106.4K | 0.08% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $106.4K | 0.06% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,029 | $109.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,025 | $109.1K | 0.07% | +1,025 | New |
| Kelly Financial Services LLC | 1,060 | $112.8K | 0.06% | +75+7.6% | Added |
| Mascoma Wealth Management LLC | 1,021 | $117.9K | 0.03% | −75−6.8% | Reduced |