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 |
|---|---|---|---|---|---|
| Strong Tower Advisory Services | 7,398 | $787.1K | 0.41% | +29+0.4% | Added |
| Taylor Hoffman Wealth Management | 7,407 | $788.0K | 0.43% | +965+15.0% | Added |
| Trail Ridge Investment Advisors, LLC | 7,425 | $789.9K | 0.52% | −2,086−21.9% | Reduced |
| King Wealth | 7,429 | $790.0K | 0.17% | +20.0% | Added |
| Fifth Third Wealth Advisors LLC | 7,440 | $791.6K | 1.46% | +7,440 | New |
| Pring Turner Capital Group Inc | 7,455 | $793.1K | 0.79% | 00.0% | Unchanged |
| ASB Consultores, LLC | 7,470 | $794.7K | 0.32% | −606−7.5% | Reduced |
| Premier Fund Managers Ltd | 7,500 | $795.0K | 0.03% | −84,500−91.8% | Reduced |
| Oxler Private Wealth LLC | 7,484 | $796.2K | 0.39% | +49+0.7% | Added |
| MSH Capital Advisors LLC | 7,495 | $797.4K | 0.34% | +34+0.5% | Added |
| Successful Portfolios LLC | 7,497 | $797.7K | 0.50% | 00.0% | Unchanged |
| Quent Capital, LLC | 7,512 | $799.1K | 0.14% | +644+9.4% | Added |
| Traphagen Investment Advisors LLC | 7,516 | $799.6K | 0.12% | +284+3.9% | Added |
| Cooper Financial Group | 7,519 | $800.0K | 0.22% | +1,178+18.6% | Added |
| Eldridge Investment Advisors, Inc. | 7,525 | $801.0K | 0.28% | −50−0.7% | Reduced |
| Heron Financial Group, LLC | 7,539 | $802.1K | 0.44% | +666+9.7% | Added |
| Archford Capital Strategies, LLC | 7,186 | $804.2K | 0.17% | +1,048+17.1% | Added |
| Congress Park Capital LLC | 7,560 | $804.3K | 0.48% | −25−0.3% | Reduced |
| Guardian Wealth Advisors, LLC | 7,522 | $805.7K | 0.14% | +166+2.3% | Added |
| Sunburst Financial Group, LLC | 7,579 | $806.3K | 0.30% | −14−0.2% | Reduced |
| Morris Retirement Advisors, LLC | 7,580 | $806.4K | 0.58% | +213+2.9% | Added |
| KC Investment Advisors, LLC | 7,589 | $807.0K | 0.76% | −2,310−23.3% | Reduced |
| Van Strum & Towne Inc. | 7,593 | $807.8K | 0.35% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 7,597 | $808.2K | 0.71% | +72+1.0% | Added |
| Greenwich Wealth Management LLC | 7,608 | $809.0K | 0.09% | −162−2.1% | Reduced |
| Callan Family Office, LLC | 7,619 | $810.6K | 0.20% | +2,532+49.8% | Added |
| Foster Dykema Cabot & Co Inc | 7,632 | $812.0K | 0.10% | +151+2.0% | Added |
| Intellectus Partners, LLC | 7,596 | $813.7K | 0.26% | −673−8.1% | Reduced |
| LifePro Asset Management | 7,336 | $814.0K | 0.59% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 7,654 | $814.3K | 0.32% | −4−0.1% | Reduced |
| Red Wave Investments LLC | 7,668 | $815.8K | 0.34% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 7,675 | $816.5K | 0.13% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 7,716 | $820.9K | 0.70% | +7,716 | New |
| Johnson & White Wealth Management, LLC | 7,712 | $821.0K | 0.73% | −4,203−35.3% | Reduced |
| Krilogy Financial LLC | 7,729 | $822.3K | 0.07% | −844−9.8% | Reduced |
| Sonata Capital Group Inc | 7,736 | $823.0K | 0.45% | −248−3.1% | Reduced |
| Builder Investment Group Inc | 7,748 | $824.3K | 0.36% | +5+0.1% | Added |
| Game Creek Capital, LP | 7,750 | $824.5K | 0.54% | −3,125−28.7% | Reduced |
| Weatherly Asset Management L. P. | 7,704 | $825.3K | 0.11% | −109−1.4% | Reduced |
| Magnus Financial Group LLC | 7,761 | $825.6K | 0.13% | +392+5.3% | Added |
| Claret Asset Management Corp | 7,773 | $827.0K | 0.16% | −100−1.3% | Reduced |
| MJP Associates Inc | 7,777 | $827.4K | 0.25% | +241+3.2% | Added |
| Zevin Asset Management LLC | 7,786 | $828.0K | 0.17% | −50−0.6% | Reduced |
| Dover Advisors, LLC | 7,740 | $829.1K | 0.80% | +1,213+18.6% | Added |
| Edgewood Management LLC | 7,818 | $831.8K | 0.00% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 7,828 | $832.8K | 0.19% | +692+9.7% | Added |
| Joule Financial, LLC | 7,844 | $834.6K | 0.45% | +223+2.9% | Added |
| Garrison Point Advisors, LLC | 7,848 | $834.9K | 0.63% | +2,578+48.9% | Added |
| Verity Asset Management, Inc. | 7,858 | $836.0K | 0.50% | +361+4.8% | Added |
| Echo Street Capital Management LLC | 7,859 | $836.1K | 0.01% | +2,364+43.0% | Added |
| Gryphon Financial Partners LLC | 7,869 | $837.1K | 0.20% | −217−2.7% | Reduced |
| Evoke Wealth, LLC | 113,866 | $838.4K | 0.03% | −3,788−3.2% | Reduced |
| Clear Creek Financial Management, LLC | 7,887 | $839.6K | 0.16% | −626−7.4% | Reduced |
| Prentice Wealth Management LLC | 7,912 | $841.8K | 0.40% | +3,086+63.9% | Added |
| Aaron Wealth Advisors | 7,934 | $844.1K | 0.12% | +1,065+15.5% | Added |
| Mark Stevens | 7,935 | $844.2K | 0.11% | −1,083−12.0% | Reduced |
| Peachtree Investment Partners, LLC | 7,936 | $844.3K | 0.53% | −5,448−40.7% | Reduced |
| Core Wealth Partners LLC | 7,951 | $845.9K | 0.85% | −153−1.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 7,956 | $846.5K | 0.26% | −83−1.0% | Reduced |
| Scharf Investments, LLC | 7,973 | $848.2K | 0.03% | −5,186−39.4% | Reduced |
| Orion Capital Management LLC | 7,978 | $848.8K | 0.57% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 7,992 | $850.3K | 0.21% | +770+10.7% | Added |
| Monetta Financial Services Inc | 8,000 | $851.1K | 0.91% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 8,002 | $851.4K | 0.08% | +324+4.2% | Added |
| Power Corp of Canada | 8,144 | $853.5K | 0.09% | +4,072+100.0% | Added |
| Eagle Ridge Investment Management | 8,024 | $853.7K | 0.10% | +50+0.6% | Added |
| Ifrah Financial Services, Inc. | 8,044 | $855.8K | 0.27% | −150−1.8% | Reduced |
| Virtus ETF Advisers LLC | 8,077 | $859.3K | 0.47% | −30.0% | Reduced |
| New Jersey Better Educational Savings Trust | 8,078 | $859.4K | 2.32% | 00.0% | Unchanged |
| US Asset Management LLC | 8,088 | $860.0K | 0.88% | −21−0.3% | Reduced |
| BMS Financial Advisors, LLC | 8,085 | $860.2K | 0.59% | −109−1.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 8,086 | $860.2K | 0.07% | +333+4.3% | Added |
| Callan Capital, LLC | 8,096 | $861.3K | 0.10% | +75+0.9% | Added |
| Day & Ennis, LLC | 8,105 | $862.3K | 0.32% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 8,133 | $865.3K | 0.06% | −724−8.2% | Reduced |
| Barton Investment Management | 8,158 | $867.9K | 0.15% | 00.0% | Unchanged |
| Western Financial Corp | 8,167 | $868.9K | 0.62% | +8,167 | New |
| Capstone Financial Advisors, Inc. | 8,169 | $869.1K | 0.07% | +20.0% | Added |
| NVWM, LLC | 8,133 | $871.2K | 0.29% | +524+6.9% | Added |
| Weinberger Asset Management, Inc | 8,192 | $871.5K | 0.51% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 7,866 | $873.0K | 0.19% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 8,192 | $876.4K | 0.23% | +3,644+80.1% | Added |
| WNY Asset Management, LLC | 8,242 | $876.9K | 0.21% | −50−0.6% | Reduced |
| Amussen Hunsaker Associates LLC | 8,252 | $877.9K | 0.22% | +618+8.1% | Added |
| FourThought Financial Partners, LLC | 8,252 | $878.0K | 0.12% | +357+4.5% | Added |
| EPG Wealth Management LLC | 8,260 | $878.8K | 0.28% | +5,655+217.1% | Added |
| Granite FO LLC | 7,637 | $881.8K | 0.54% | +5,560+267.7% | Added |
| Wealth Advisory Solutions, LLC | 8,297 | $882.7K | 0.23% | −20,788−71.5% | Reduced |
| Valley Brook Capital Group | 8,304 | $883.5K | 0.81% | −210−2.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,308 | $883.9K | 0.03% | +923+12.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 8,319 | $885.0K | 0.59% | −4,588−35.5% | Reduced |
| Gradient Investments LLC | 8,321 | $885.3K | 0.02% | −241−2.8% | Reduced |
| Opus Capital Group, LLC | 8,329 | $886.0K | 0.16% | −99−1.2% | Reduced |
| HHM Wealth Advisors, LLC | 8,334 | $886.7K | 0.18% | −135−1.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,335 | $887.0K | 0.43% | −550−6.2% | Reduced |
| TCI Wealth Advisors, Inc. | 8,364 | $889.8K | 0.12% | −831−9.0% | Reduced |
| Prostatis Group LLC | 8,214 | $891.2K | 0.47% | −31−0.4% | Reduced |
| Renasant Bank | 8,380 | $891.5K | 0.69% | −1,703−16.9% | Reduced |
| Financial Insights, Inc. | 8,385 | $892.1K | 0.36% | +6,532+352.5% | Added |
| Magnolia Capital Management Ltd | 8,400 | $894.0K | 0.84% | 00.0% | Unchanged |