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 | 3,813 | $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 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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 6,329 | $673.3K | 0.22% | +986+18.5% | Added |
| Moseley Investment Management Inc | 6,329 | $673.4K | 0.44% | +82+1.3% | Added |
| IFG Advisors, LLC | 6,337 | $674.2K | 0.27% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 6,340 | $674.5K | 0.81% | +72+1.1% | Added |
| Paulson Wealth Management Inc. | 6,342 | $674.8K | 0.30% | +222+3.6% | Added |
| JNBA Financial Advisors | 6,373 | $678.0K | 0.09% | −479−7.0% | Reduced |
| Machina Capital S.A.S. | 6,379 | $678.7K | 0.60% | +6,379 | New |
| TRUE Private Wealth Advisors | 6,386 | $679.4K | 0.10% | −151−2.3% | Reduced |
| Emerald Advisors, LLC | 6,409 | $681.8K | 0.18% | −916−12.5% | Reduced |
| Harvest Volatility Management LLC | 6,444 | $682.5K | 0.14% | +1,381+27.3% | Added |
| Capstone Investment Advisors, LLC | 6,428 | $683.9K | 0.02% | +5,000+350.1% | Added |
| German American Bancorp, Inc. | 6,445 | $685.7K | 0.10% | +126+2.0% | Added |
| Delta Investment Management, LLC | 6,462 | $687.5K | 0.20% | +680+11.8% | Added |
| Main Street Research LLC | 6,429 | $688.7K | 0.14% | −316−4.7% | Reduced |
| Family Firm, Inc. | 6,477 | $689.1K | 0.19% | +32+0.5% | Added |
| Single Point Partners, LLC | 6,482 | $690.0K | 0.15% | +20.0% | Added |
| Laurel Wealth Advisors LLC | 6,515 | $693.1K | 0.15% | +1,872+40.3% | Added |
| Nadler Financial Group, Inc. | 6,517 | $693.3K | 0.11% | −193−2.9% | Reduced |
| Monterey Private Wealth, Inc. | 6,527 | $694.4K | 0.36% | +440+7.2% | Added |
| Morton Capital Management LLC | 6,529 | $694.6K | 0.25% | +4+0.1% | Added |
| Optimum Investment Advisors | 6,550 | $696.8K | 0.37% | −272−4.0% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,576 | $699.6K | 0.18% | −160−2.4% | Reduced |
| L.M. Kohn & Company | 6,594 | $701.5K | 0.29% | +392+6.3% | Added |
| Oxford Financial Group Ltd | 6,594 | $701.5K | 0.08% | +117+1.8% | Added |
| Presilium Private Wealth, LLC | 6,598 | $702.0K | 0.27% | +598+10.0% | Added |
| O'Rourke & Company, Inc | 6,599 | $702.0K | 0.53% | +12+0.2% | Added |
| LGT Fund Management Co Ltd. | 6,600 | $702.2K | 0.30% | −20,000−75.2% | Reduced |
| Alta Advisers Ltd | 6,600 | $702.2K | 0.42% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 6,631 | $705.5K | 0.16% | +39+0.6% | Added |
| Mirador Capital Partners LP | 6,639 | $706.3K | 0.17% | −60−0.9% | Reduced |
| Ignite Planners, LLC | 6,278 | $707.0K | 0.29% | +476+8.2% | Added |
| SignalPoint Asset Management, LLC | 6,641 | $707.0K | 0.23% | 00.0% | Unchanged |
| Inceptionr LLC | 6,647 | $707.2K | 0.23% | +6,647 | New |
| Lynch Asset Management, Inc. | 6,650 | $707.5K | 0.51% | −500−7.0% | Reduced |
| Millennium Capital Advisors, LLC | 6,664 | $709.0K | 0.63% | +160+2.5% | Added |
| Alpha Family Trust | 6,670 | $709.6K | 0.56% | +1,115+20.1% | Added |
| Capital Advisors Inc | 6,673 | $709.9K | 0.02% | −949−12.5% | Reduced |
| Keating Investment Counselors Inc | 6,695 | $712.3K | 0.27% | −1,210−15.3% | Reduced |
| Collective Family Office LLC | 6,699 | $712.7K | 0.29% | +60+0.9% | Added |
| Bangor Savings Bank | 6,705 | $713.3K | 0.08% | +73+1.1% | Added |
| Cortland Associates Inc | 6,715 | $714.0K | 0.11% | +155+2.4% | Added |
| Vigilant Capital Management, LLC | 6,719 | $715.0K | 0.06% | −700−9.4% | Reduced |
| RB Capital Management, LLC | 6,722 | $715.2K | 0.23% | +288+4.5% | Added |
| General Partner, Inc. | 6,493 | $718.1K | 0.63% | +578+9.8% | Added |
| Pioneer Trust Bank N A | 6,765 | $719.7K | 0.21% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 6,773 | $720.6K | 0.66% | −45−0.7% | Reduced |
| Koss-Olinger Consulting, LLC | 6,797 | $723.0K | 0.09% | −106−1.5% | Reduced |
| MKT Advisors LLC | 6,463 | $723.3K | 0.54% | −23−0.4% | Reduced |
| Landmark Financial Advisors, LLC | 6,800 | $723.5K | 0.32% | −220−3.1% | Reduced |
| Barrett & Company, Inc. | 6,824 | $726.0K | 0.46% | −40−0.6% | Reduced |
| Avestar Capital, LLC | 6,781 | $726.4K | 0.15% | +145+2.2% | Added |
| Stewart & Patten Co LLC | 6,844 | $728.1K | 0.12% | +315+4.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,858 | $729.6K | 0.20% | +57+0.8% | Added |
| Atlas Private Wealth Management | 6,861 | $729.9K | 0.44% | +228+3.4% | Added |
| Sigma Investment Counselors Inc | 6,886 | $732.6K | 0.06% | +9+0.1% | Added |
| Focused Wealth Management, Inc | 6,899 | $734.0K | 0.15% | +16+0.2% | Added |
| BFT Financial Group, LLC | 6,906 | $734.7K | 0.11% | +6,906 | New |
| Delta Financial Advisors LLC | 6,922 | $736.4K | 0.35% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 6,923 | $736.5K | 0.19% | −425−5.8% | Reduced |
| Vivaldi Capital Management, LLC | 6,929 | $737.2K | 0.22% | −156−2.2% | Reduced |
| Baldwin Investment Management, LLC | 6,970 | $741.5K | 0.13% | +958+15.9% | Added |
| Verition Fund Management LLC | 6,980 | $742.6K | 0.01% | −3,050−30.4% | Reduced |
| Michael B. Yongue | 6,986 | $743.2K | 0.71% | −73−1.0% | Reduced |
| Venturi Wealth Management, LLC | 7,056 | $750.7K | 0.06% | +1,086+18.2% | Added |
| Fenimore Asset Management Inc | 7,060 | $751.1K | 0.02% | −545−7.2% | Reduced |
| Bellevue Group AG | 7,075 | $752.7K | 0.01% | +324+4.8% | Added |
| Cross Staff Investments Inc | 7,085 | $753.8K | 0.75% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7,087 | $754.0K | 0.12% | −3,359−32.2% | Reduced |
| LWMG, LLC | 7,091 | $754.5K | 0.24% | −340−4.6% | Reduced |
| Greystone Financial Group, LLC | 7,097 | $755.1K | 0.19% | +92+1.3% | Added |
| Waddell & Associates, LLC | 7,100 | $755.4K | 0.12% | −172−2.4% | Reduced |
| Investment Partners, Ltd. | 7,126 | $758.1K | 0.40% | +1,759+32.8% | Added |
| Compass Wealth Management LLC | 7,130 | $758.5K | 0.24% | −50−0.7% | Reduced |
| Marex Group plc | 7,135 | $759.1K | 0.10% | −6,837−48.9% | Reduced |
| Vicus Capital | 7,155 | $761.3K | 0.08% | −23−0.3% | Reduced |
| EHP Funds Inc. | 7,180 | $763.9K | 0.17% | +630+9.6% | Added |
| Grey Fox Wealth Advisors, LLC | 7,143 | $765.2K | 0.45% | −215−2.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 7,207 | $766.7K | 0.26% | +2,593+56.2% | Added |
| Missouri Trust & Investment Co | 7,209 | $767.0K | 0.50% | +384+5.6% | Added |
| Geller Advisors LLC | 7,161 | $767.1K | 0.11% | +548+8.3% | Added |
| Crescent Sterling, Ltd. | 7,234 | $769.6K | 0.75% | −33−0.5% | Reduced |
| Summit Financial Group Inc | 7,254 | $771.8K | 0.31% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7,261 | $772.5K | 0.40% | −261−3.5% | Reduced |
| Virtus Investment Advisers, Inc. | 7,265 | $772.9K | 0.54% | −1,231−14.5% | Reduced |
| Hamilton Capital, LLC | 7,282 | $774.8K | 0.05% | −2,516−25.7% | Reduced |
| Jupiter Asset Management Ltd | 7,291 | $775.5K | 0.01% | −359,818−98.0% | Reduced |
| Kolinsky Wealth Management, LLC | 7,298 | $776.0K | 0.82% | −286−3.8% | Reduced |
| Alhambra Investment Partners LLC | 7,296 | $776.2K | 0.53% | 00.0% | Unchanged |
| Old Port Advisors | 6,902 | $776.4K | 0.28% | −61−0.9% | Reduced |
| Systematic Financial Management LP | 7,300 | $776.6K | 0.03% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $776.6K | 0.03% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 6,764 | $777.0K | 0.88% | −11,309−62.6% | Reduced |
| Sittner & Nelson, LLC | 7,312 | $777.9K | 0.45% | −1,097−13.0% | Reduced |
| Redwood Financial Network Corp | 7,313 | $778.0K | 0.79% | +19+0.3% | Added |
| Alera Investment Advisors, LLC | 7,330 | $779.8K | 0.18% | −524−6.7% | Reduced |
| Groesbeck Investment Management Corp | 7,341 | $781.0K | 1.17% | +145+2.0% | Added |
| Gateway Wealth Partners, LLC | 7,349 | $781.9K | 0.12% | +147+2.0% | Added |
| AlphaQ Advisors LLC | 7,365 | $783.6K | 0.67% | −615−7.7% | Reduced |
| Crumly & Associates Inc. | 7,390 | $786.2K | 0.34% | +496+7.2% | Added |
| FSM Wealth Advisors, LLC | 7,393 | $786.6K | 0.46% | +891+13.7% | Added |