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
- 3,187
- +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
- 1,209 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 |
|---|---|---|---|---|---|
| First Pacific Financial | 9,842 | $1.05M | 0.48% | −462−4.5% | Reduced |
| Peak Planning Group, LLC | 9,858 | $1.05M | 0.85% | +244+2.5% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 9,943 | $1.05M | 1.00% | +489+5.2% | Added |
| Monetary Management Group Inc | 9,905 | $1.05M | 0.31% | +250+2.6% | Added |
| First Financial Corp | 9,908 | $1.05M | 0.66% | −487−4.7% | Reduced |
| Providence Capital Advisors, LLC | 9,910 | $1.05M | 0.28% | −25,139−71.7% | Reduced |
| Apriem Advisors | 9,956 | $1.06M | 0.17% | −142−1.4% | Reduced |
| Mechanics Financial Corp | 9,976 | $1.06M | 0.62% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9,983 | $1.06M | 0.37% | +78+0.8% | Added |
| Patron Partners Advisors, LLC | 9,991 | $1.06M | 0.79% | +80+0.8% | Added |
| Lumina Fund Management LLC | 10,000 | $1.06M | 0.50% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 9,928 | $1.06M | 0.19% | −776−7.2% | Reduced |
| Aspire Private Capital, LLC | 10,008 | $1.06M | 0.35% | −44−0.4% | Reduced |
| Longfellow Investment Management Co LLC | 10,026 | $1.07M | 0.24% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 10,041 | $1.07M | 0.11% | +6,574+189.6% | Added |
| Capital Square, LLC | 9,520 | $1.07M | 0.99% | −116−1.2% | Reduced |
| Kapstone Financial Advisors LLC | 9,263 | $1.07M | 0.97% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10,094 | $1.07M | 0.73% | +7+0.1% | Added |
| Oxbow Advisors, LLC | 10,103 | $1.07M | 0.19% | −1,036−9.3% | Reduced |
| Glassman Wealth Services | 10,121 | $1.08M | 0.19% | −281−2.7% | Reduced |
| Graham Capital Management, L.P. | 10,125 | $1.08M | 0.04% | −2,046−16.8% | Reduced |
| Telos Capital Management, Inc. | 10,127 | $1.08M | 0.15% | −29−0.3% | Reduced |
| Trust Co | 10,135 | $1.08M | 0.16% | −2,088−17.1% | Reduced |
| MONECO Advisors, LLC | 10,137 | $1.08M | 0.32% | +3,363+49.6% | Added |
| Woodward Diversified Capital, LLC | 10,149 | $1.08M | 0.85% | +20.0% | Added |
| TLWM | 10,187 | $1.08M | 0.34% | −123−1.2% | Reduced |
| Aureus Asset Management, LLC | 10,216 | $1.09M | 0.09% | −10−0.1% | Reduced |
| Coston, McIsaac & Partners | 10,220 | $1.09M | 0.40% | +124+1.2% | Added |
| StrategIQ Financial Group, LLC | 10,227 | $1.09M | 0.13% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 10,227 | $1.09M | 0.04% | −1,405−12.1% | Reduced |
| Cladis Investment Advisory, LLC | 10,234 | $1.09M | 0.98% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 10,244 | $1.09M | 0.36% | −57−0.6% | Reduced |
| Forefront Wealth Management Inc. | 10,262 | $1.09M | 1.43% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10,265 | $1.09M | 0.24% | −52−0.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 10,292 | $1.09M | 0.42% | +18+0.2% | Added |
| Regent Peak Wealth Advisors LLC | 10,299 | $1.10M | 0.34% | +159+1.6% | Added |
| Granite Investment Partners, LLC | 10,306 | $1.10M | 0.05% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 10,339 | $1.10M | 0.63% | −621−5.7% | Reduced |
| Traynor Capital Management, Inc. | 10,343 | $1.10M | 0.17% | +104+1.0% | Added |
| Acorn Financial Advisory Services Inc | 10,371 | $1.10M | 0.22% | +345+3.4% | Added |
| Providence Wealth Advisors, LLC | 9,711 | $1.11M | 0.82% | +96+1.0% | Added |
| Sage Rhino Capital LLC | 10,425 | $1.11M | 0.32% | −123−1.2% | Reduced |
| Argent Capital Management LLC | 10,440 | $1.11M | 0.04% | 00.0% | Unchanged |
| Vigilare Wealth Management | 10,474 | $1.11M | 0.63% | −1,491−12.5% | Reduced |
| Old North State Trust, LLC | 10,476 | $1.11M | 0.77% | −6,155−37.0% | Reduced |
| First Washington CORP | 10,482 | $1.12M | 0.55% | 00.0% | Unchanged |
| TCW Group Inc | 10,505 | $1.12M | 0.01% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 10,535 | $1.12M | 0.28% | +19+0.2% | Added |
| West Bancorporation Inc | 10,545 | $1.12M | 0.85% | −602−5.4% | Reduced |
| Gyroscope Capital Management Group, LLC | 10,553 | $1.12M | 0.29% | +4,319+69.3% | Added |
| Redmond Asset Management, LLC | 10,564 | $1.12M | 0.39% | −1,551−12.8% | Reduced |
| Round Rock Advisors, LLC | 10,573 | $1.12M | 0.43% | −1,969−15.7% | Reduced |
| Imprint Wealth LLC | 10,426 | $1.13M | 0.74% | +10,426 | New |
| Trustco Bank Corp N Y | 10,579 | $1.13M | 1.24% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 10,631 | $1.13M | 0.62% | −4,075−27.7% | Reduced |
| Clarkston Capital Partners, LLC | 10,648 | $1.13M | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 10,649 | $1.13M | 0.72% | +667+6.7% | Added |
| Baker Ellis Asset Management LLC | 10,665 | $1.13M | 0.20% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 10,711 | $1.14M | 0.04% | −168−1.5% | Reduced |
| Hamilton Point Investment Advisors, LLC | 10,690 | $1.15M | 0.28% | +5,970+126.5% | Added |
| Zullo Investment Group, Inc. | 10,787 | $1.15M | 0.71% | +126+1.2% | Added |
| Wellington Shields Capital Management, LLC | 10,801 | $1.15M | 0.14% | +30+0.3% | Added |
| Tradewinds, LLC. | 10,837 | $1.15M | 0.70% | +242+2.3% | Added |
| Allen Capital Group, LLC | 10,847 | $1.15M | 0.22% | +10,847 | New |
| Waverton Investment Management Ltd | 10,850 | $1.15M | 0.04% | −800−6.9% | Reduced |
| Foundation Wealth Management, LLC | 10,851 | $1.15M | 1.19% | −2,668−19.7% | Reduced |
| Journey Strategic Wealth LLC | 10,930 | $1.16M | 0.12% | −366−3.2% | Reduced |
| Millington Financial Advisors, LLC | 10,935 | $1.16M | 1.08% | +256+2.4% | Added |
| Legacy Advisors, LLC | 10,905 | $1.17M | 0.22% | +215+2.0% | Added |
| Drive Wealth Management, LLC | 10,946 | $1.17M | 0.49% | +171+1.6% | Added |
| Retirement Income Solutions, Inc | 11,034 | $1.17M | 0.34% | +1,309+13.5% | Added |
| Dorchester Wealth Management Co | 11,038 | $1.17M | 0.24% | −550−4.7% | Reduced |
| Crewe Advisors LLC | 11,070 | $1.18M | 0.17% | −314−2.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 11,071 | $1.18M | 0.84% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 11,083 | $1.18M | 0.16% | −229−2.0% | Reduced |
| Cape Ann Savings Bank | 11,091 | $1.18M | 0.83% | +1,759+18.8% | Added |
| Aurora Private Wealth, Inc. | 11,100 | $1.18M | 1.26% | −97−0.9% | Reduced |
| NWF Advisory Services Inc. | 10,244 | $1.18M | 0.27% | +10,244 | New |
| SPC Financial, Inc. | 11,132 | $1.18M | 0.14% | +511+4.8% | Added |
| First Command Bank | 11,158 | $1.19M | 0.12% | −52−0.5% | Reduced |
| First Command Financial Services, Inc. | 11,158 | $1.19M | 0.12% | −52−0.5% | Reduced |
| Guerra Pan Advisors, LLC | 11,170 | $1.19M | 1.49% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 11,173 | $1.19M | 0.10% | −481−4.1% | Reduced |
| USA Financial Portformulas Corp | 11,219 | $1.19M | 1.93% | +11,219 | New |
| Chapin Davis, Inc. | 11,227 | $1.19M | 0.62% | +75+0.7% | Added |
| Monumental Financial Group Inc. | 11,260 | $1.20M | 0.86% | +391+3.6% | Added |
| Interchange Capital Partners, LLC | 11,246 | $1.20M | 0.65% | +11,246 | New |
| Cable Hill Partners, LLC | 11,211 | $1.20M | 0.20% | −437−3.8% | Reduced |
| ProVise Management Group, LLC | 11,341 | $1.21M | 0.12% | +1,772+18.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 11,349 | $1.21M | 0.57% | +100+0.9% | Added |
| Occidental Asset Management, LLC | 11,352 | $1.21M | 0.30% | −578−4.8% | Reduced |
| Vista Investment Management | 11,365 | $1.21M | 0.64% | +307+2.8% | Added |
| Peterson Wealth Services | 11,369 | $1.21M | 0.62% | +662+6.2% | Added |
| BCS Wealth Management | 11,386 | $1.21M | 0.55% | −2,543−18.3% | Reduced |
| Meitav Dash Investments Ltd | 10,433 | $1.21M | 0.02% | −1,191−10.2% | Reduced |
| Simon Quick Advisors, LLC | 11,408 | $1.21M | 0.13% | +6,059+113.3% | Added |
| PDS Planning, Inc | 11,442 | $1.22M | 0.17% | +3,723+48.2% | Added |
| Covenant Partners, LLC | 11,522 | $1.23M | 0.47% | 00.0% | Unchanged |
| Clean Yield Group | 11,542 | $1.23M | 0.52% | −361−3.0% | Reduced |
| Autumn Glory Partners, LLC | 11,547 | $1.23M | 1.05% | −93−0.8% | Reduced |