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 |
|---|---|---|---|---|---|
| Barnes Pettey Financial Advisors, LLC | 8,428 | $896.7K | 0.86% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 8,434 | $897.0K | 0.50% | −275−3.2% | Reduced |
| Colton Groome Financial Advisors, LLC | 8,440 | $897.9K | 0.43% | +3,183+60.5% | Added |
| Ausdal Financial Partners, Inc. | 8,449 | $898.8K | 0.12% | +668+8.6% | Added |
| Mendel Money Management | 8,450 | $899.0K | 0.48% | −395−4.5% | Reduced |
| Professional Advisory Services Inc | 8,452 | $899.0K | 0.14% | +130+1.6% | Added |
| Bender Robert & Associates | 8,452 | $899.2K | 0.28% | −140−1.6% | Reduced |
| Abacus Wealth Partners, LLC | 7,649 | $900.1K | 0.30% | +351+4.8% | Added |
| Quarry LP | 8,462 | $900.3K | 0.50% | +5,494+185.1% | Added |
| RNC Capital Management LLC | 8,477 | $902.0K | 0.05% | +166+2.0% | Added |
| Souders Financial Advisors | 8,485 | $902.7K | 0.19% | −4,911−36.7% | Reduced |
| Frisch Financial Group, Inc. | 8,494 | $904.0K | 0.35% | +240+2.9% | Added |
| Old Second National Bank of Aurora | 8,498 | $904.1K | 0.26% | −104−1.2% | Reduced |
| Carr Financial Group Corp | 8,449 | $904.8K | 0.40% | +297+3.6% | Added |
| First Commonwealth Financial Corp | 8,527 | $907.2K | 0.33% | −536−5.9% | Reduced |
| Institute for Wealth Management, LLC. | 8,543 | $908.9K | 0.18% | −197−2.3% | Reduced |
| SOA Wealth Advisors, LLC. | 8,549 | $909.5K | 0.22% | +15+0.2% | Added |
| Kowal Investment Group, LLC | 8,551 | $909.7K | 0.26% | +508+6.3% | Added |
| Staley Capital Advisers Inc | 8,551 | $910.0K | 0.05% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 8,513 | $911.8K | 0.63% | −88−1.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,578 | $913.2K | 0.08% | +8,578 | New |
| Allstate Corp | 8,584 | $913.3K | 0.07% | −100,418−92.1% | Reduced |
| Westshore Wealth, LLC | 8,616 | $916.7K | 0.48% | −73−0.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 8,632 | $918.4K | 0.44% | −749−8.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 8,666 | $922.0K | 0.35% | +52+0.6% | Added |
| Southeast Asset Advisors Inc. | 8,682 | $923.6K | 0.14% | +71+0.8% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,693 | $924.8K | 0.07% | −8,076−48.2% | Reduced |
| Athena Investment Management | 8,707 | $926.4K | 0.67% | −5−0.1% | Reduced |
| Poehling Capital Management, LLC | 8,733 | $929.1K | 0.31% | −3,967−31.2% | Reduced |
| Kidder Stephen W | 8,738 | $929.6K | 0.32% | 00.0% | Unchanged |
| Arnhold LLC | 8,742 | $930.1K | 0.11% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 8,751 | $931.0K | 0.09% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 8,770 | $933.0K | 1.63% | −70−0.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,770 | $933.1K | 0.06% | +3,325+61.1% | Added |
| Synergy Financial Management, LLC | 8,775 | $933.6K | 0.23% | −640−6.8% | Reduced |
| Stokes Family Office, LLC | 8,781 | $934.2K | 0.12% | +174+2.0% | Added |
| Greenfield Savings Bank | 8,783 | $934.4K | 0.61% | −104−1.2% | Reduced |
| Signature Wealth Management Partners, LLC | 8,798 | $936.0K | 0.87% | −2,600−22.8% | Reduced |
| WBI Investments | 8,801 | $936.3K | 0.19% | +8,801 | New |
| Aspen Grove Capital, LLC | 8,748 | $936.7K | 0.41% | −405−4.4% | Reduced |
| Optas, LLC | 8,814 | $937.8K | 0.33% | −186−2.1% | Reduced |
| Alliance Wealth Management Group | 8,815 | $937.8K | 0.32% | +7+0.1% | Added |
| Towercrest Capital Management | 8,815 | $937.8K | 0.20% | +7+0.1% | Added |
| Cim Investment Mangement Inc | 8,824 | $938.8K | 0.35% | −8,042−47.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,845 | $941.0K | 0.04% | +1,566+21.5% | Added |
| Security Asset Management | 8,864 | $943.1K | 0.55% | −3,284−27.0% | Reduced |
| American Trust | 8,923 | $949.3K | 0.07% | −8,343−48.3% | Reduced |
| WealthTrust Asset Management, LLC | 8,924 | $949.4K | 0.90% | +8,924 | New |
| Northwest Investment Counselors, LLC | 8,933 | $950.4K | 0.26% | −6,929−43.7% | Reduced |
| Univest Financial Corp | 8,971 | $954.4K | 0.30% | +232+2.7% | Added |
| Sonoma Private Wealth LLC | 8,973 | $954.6K | 1.90% | −201−2.2% | Reduced |
| Ami Asset Management Corp | 8,999 | $957.4K | 0.06% | +510+6.0% | Added |
| MV Capital Management, Inc. | 9,001 | $957.6K | 0.13% | +241+2.8% | Added |
| Everhart Financial Group, Inc. | 9,002 | $957.8K | 0.43% | +900+11.1% | Added |
| Burns J W & Co Inc | 9,046 | $962.0K | 0.16% | +202+2.3% | Added |
| Pinnacle West Asset Management, Inc. | 9,040 | $962.0K | 1.00% | +9,040 | New |
| Sterling Investment Counsel, LLC | 9,067 | $964.7K | 0.57% | −1,023−10.1% | Reduced |
| Tiemann Investment Advisors, LLC | 9,086 | $966.7K | 0.53% | +80+0.9% | Added |
| First Capital Advisors Group, LLC. | 9,154 | $973.9K | 0.63% | −221−2.4% | Reduced |
| Strategic Investment Advisors | 9,162 | $974.7K | 0.18% | −2,985−24.6% | Reduced |
| Focus Financial Network, Inc. | 9,109 | $975.8K | 0.06% | −20−0.2% | Reduced |
| Symphony Financial, Ltd. Co. | 9,266 | $981.5K | 0.25% | +3,351+56.7% | Added |
| Papp L Roy & Associates | 9,239 | $982.9K | 0.13% | −229−2.4% | Reduced |
| Insight 2811, Inc. | 9,246 | $983.7K | 0.61% | −126−1.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,253 | $984.5K | 0.60% | −87−0.9% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,262 | $985.4K | 0.76% | −25−0.3% | Reduced |
| Richard W. Paul & Associates, LLC | 9,295 | $988.9K | 0.46% | −1,868−16.7% | Reduced |
| Orser Capital Management, LLC | 9,309 | $990.4K | 1.14% | +9,309 | New |
| First Bank & Trust | 9,326 | $992.2K | 0.26% | −14,616−61.0% | Reduced |
| Fort Point Capital Partners LLC | 9,334 | $993.0K | 0.16% | +149+1.6% | Added |
| Port Capital LLC | 9,343 | $994.0K | 0.06% | −1,488−13.7% | Reduced |
| Brady Family Wealth, LLC | 9,352 | $994.9K | 0.39% | −902−8.8% | Reduced |
| Argus Investors' Counsel, Inc. | 9,353 | $995.1K | 0.75% | +9,353 | New |
| Navellier & Associates Inc | 9,354 | $995.2K | 0.21% | −1,089−10.4% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 9,370 | $997.0K | 0.22% | +650+7.5% | Added |
| Garner Asset Management Corp | 9,380 | $998.0K | 0.47% | −299−3.1% | Reduced |
| Soltis Investment Advisors LLC | 9,442 | $1.00M | 0.13% | −8−0.1% | Reduced |
| McAdam, LLC | 9,449 | $1.01M | 0.09% | +5,097+117.1% | Added |
| Townsend Asset Management Corp | 9,465 | $1.01M | 0.52% | +33+0.3% | Added |
| Domani Wealth, LLC | 9,466 | $1.01M | 0.23% | +109+1.2% | Added |
| McRae Capital Management Inc | 9,488 | $1.01M | 0.29% | −36−0.4% | Reduced |
| Summit X, LLC | 9,326 | $1.01M | 0.26% | +877+10.4% | Added |
| L2 Asset Management, LLC | 9,509 | $1.01M | 0.61% | +6,197+187.1% | Added |
| Dynamic Technology Lab Private Ltd | 9,525 | $1.01M | 0.09% | +9,525 | New |
| MBL Wealth, LLC | 9,525 | $1.01M | 0.16% | −1,398−12.8% | Reduced |
| Gratus Capital LLC | 9,540 | $1.01M | 0.08% | −1,452−13.2% | Reduced |
| Q3 Asset Management | 9,588 | $1.02M | 0.85% | +9,588 | New |
| Tempus Wealth Planning, LLC | 9,588 | $1.02M | 0.50% | −610−6.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 9,400 | $1.02M | 0.43% | −538−5.4% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 9,623 | $1.02M | 0.51% | −19,672−67.2% | Reduced |
| First Heartland Consultants, Inc. | 9,634 | $1.02M | 0.15% | −1,225−11.3% | Reduced |
| Lederer & Associates Investment Counsel | 9,654 | $1.03M | 0.79% | +2,303+31.3% | Added |
| Highview Capital Management LLC | 9,669 | $1.03M | 0.59% | +192+2.0% | Added |
| Arrow Financial Corp | 9,672 | $1.03M | 0.13% | −221−2.2% | Reduced |
| Sather Financial Group Inc | 9,685 | $1.03M | 0.09% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 9,689 | $1.03M | 2.52% | −304−3.0% | Reduced |
| DCM Advisors, LLC | 9,752 | $1.04M | 0.48% | −120−1.2% | Reduced |
| Washington Trust Advisors, Inc. | 9,759 | $1.04M | 0.11% | +14+0.1% | Added |
| WealthPLAN Partners, LLC | 9,768 | $1.04M | 0.12% | −2,457−20.1% | Reduced |
| Concord Asset Management, LLC | 9,782 | $1.04M | 0.43% | +9,782 | New |