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 |
|---|---|---|---|---|---|
| Paladin Advisory Group, LLC | 11,564 | $1.23M | 1.02% | +11,564 | New |
| Colonial River Wealth Management, LLC | 11,572 | $1.23M | 0.72% | +825+7.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 11,607 | $1.23M | 0.79% | +2,510+27.6% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,624 | $1.24M | 0.77% | −184−1.6% | Reduced |
| Syntal Capital Partners, LLC | 11,560 | $1.24M | 0.45% | −16,416−58.7% | Reduced |
| Buckingham Capital Management, Inc. | 11,678 | $1.24M | 0.20% | +850+7.9% | Added |
| Sargent Investment Group, LLC | 11,428 | $1.24M | 0.33% | +184+1.6% | Added |
| FinTrust Capital Advisors, LLC | 11,465 | $1.24M | 0.30% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 11,799 | $1.26M | 0.21% | −861−6.8% | Reduced |
| Lipe & Dalton | 11,821 | $1.26M | 0.72% | −150−1.3% | Reduced |
| Perkins Capital Management Inc | 11,825 | $1.26M | 1.19% | −100−0.8% | Reduced |
| Adirondack Trust Co | 11,887 | $1.26M | 0.64% | −71−0.6% | Reduced |
| Hikari Tsushin, Inc. | 11,894 | $1.27M | 0.13% | 00.0% | Unchanged |
| Brave Asset Management Inc | 11,902 | $1.27M | 0.40% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 11,954 | $1.27M | 0.08% | +1,234+11.5% | Added |
| DRW Securities, LLC | 11,949 | $1.27M | 0.19% | +11,949 | New |
| Renaissance Investment Group LLC | 11,948 | $1.27M | 0.36% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 11,952 | $1.27M | 0.74% | +800+7.2% | Added |
| Virtus Family Office LLC | 11,886 | $1.27M | 2.51% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 11,097 | $1.27M | 0.96% | −5,640−33.7% | Reduced |
| Northstar Asset Management LLC | 11,998 | $1.28M | 0.38% | +500+4.3% | Added |
| Beacon Financial Advisory LLC | 12,002 | $1.28M | 0.81% | +411+3.5% | Added |
| VeraBank, N.A. | 12,002 | $1.28M | 0.59% | −777−6.1% | Reduced |
| Bessemer Securities LLC | 12,013 | $1.28M | 0.60% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 12,024 | $1.28M | 0.33% | −232−1.9% | Reduced |
| Phillips Wealth Planners LLC | 10,996 | $1.28M | 1.69% | +742+7.2% | Added |
| YHB Investment Advisors, Inc. | 12,053 | $1.28M | 0.13% | −89−0.7% | Reduced |
| Schulhoff & Co Inc | 12,058 | $1.28M | 0.60% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 12,077 | $1.28M | 1.30% | −545−4.3% | Reduced |
| Accredited Investors Inc. | 12,097 | $1.29M | 0.10% | −248−2.0% | Reduced |
| Alpha DNA Investment Management LLC | 12,105 | $1.29M | 0.66% | +862+7.7% | Added |
| Tanglewood Legacy Advisors, LLC | 12,123 | $1.29M | 0.82% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 12,124 | $1.29M | 0.92% | −249−2.0% | Reduced |
| City State Bank | 12,132 | $1.29M | 0.74% | −469−3.7% | Reduced |
| Gilman Hill Asset Management, LLC | 12,144 | $1.29M | 0.26% | −789−6.1% | Reduced |
| Knuff & Co LLC | 12,170 | $1.29M | 0.51% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 12,195 | $1.30M | 0.55% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 12,194 | $1.30M | 1.65% | −1,354−10.0% | Reduced |
| MidWestOne Financial Group, Inc. | 12,230 | $1.30M | 0.29% | +4,189+52.1% | Added |
| Bill Few Associates, Inc. | 12,244 | $1.30M | 0.72% | +2,226+22.2% | Added |
| Field & Main Bank | 12,248 | $1.30M | 0.78% | +100+0.8% | Added |
| Lantz Financial LLC | 12,262 | $1.30M | 0.54% | −658−5.1% | Reduced |
| Palumbo Wealth Management LLC | 12,266 | $1.30M | 0.87% | −631−4.9% | Reduced |
| Linker Capital Management Inc. | 12,279 | $1.31M | 1.43% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 12,278 | $1.31M | 0.24% | −889−6.8% | Reduced |
| KB Financial Partners, LLC | 12,288 | $1.31M | 0.38% | −89−0.7% | Reduced |
| Bremer Bank National Association | 12,329 | $1.31M | 0.25% | −63−0.5% | Reduced |
| ICA Group Wealth Management, LLC | 12,347 | $1.31M | 0.31% | +1,101+9.8% | Added |
| Americana Partners, LLC | 12,355 | $1.31M | 0.21% | −3,645−22.8% | Reduced |
| My Legacy Advisors, LLC | 11,678 | $1.32M | 0.56% | −100−0.8% | Reduced |
| Wolff Financial Management LLC | 12,379 | $1.32M | 0.46% | +10.0% | Added |
| KLCM Advisors, Inc. | 12,416 | $1.32M | 0.26% | −63,020−83.5% | Reduced |
| Principal Street Partners, LLC | 12,413 | $1.32M | 0.33% | −2,208−15.1% | Reduced |
| Harvest Fund Management Co., Ltd | 12,461 | $1.32M | 0.29% | +910+7.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,459 | $1.33M | 0.27% | +2,621+26.6% | Added |
| AXS Investments LLC | 12,477 | $1.33M | 0.44% | +643+5.4% | Added |
| Stiles Financial Services Inc | 12,479 | $1.33M | 0.71% | +1,941+18.4% | Added |
| JFS Wealth Advisors, LLC | 12,480 | $1.33M | 0.13% | +1,338+12.0% | Added |
| Summit Wealth Partners, LLC | 12,531 | $1.33M | 0.34% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 12,546 | $1.33M | 0.19% | +200+1.6% | Added |
| Endurance Wealth Management, Inc. | 12,548 | $1.33M | 0.19% | +3,000+31.4% | Added |
| Platform Technology Partners | 12,548 | $1.34M | 0.66% | −325−2.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,616 | $1.34M | 0.22% | −3,108−19.8% | Reduced |
| Insigneo Advisory Services, LLC | 12,542 | $1.34M | 0.43% | +1,484+13.4% | Added |
| Keudell/Morrison Wealth Management | 12,650 | $1.35M | 0.40% | −2,096−14.2% | Reduced |
| Claro Advisors LLC | 12,685 | $1.35M | 0.40% | +1,939+18.0% | Added |
| First National Corp | 12,695 | $1.35M | 0.32% | −376−2.9% | Reduced |
| Spears Abacus Advisors LLC | 12,723 | $1.35M | 0.12% | +290+2.3% | Added |
| Redhawk Wealth Advisors, Inc. | 12,728 | $1.35M | 0.46% | −1,257−9.0% | Reduced |
| CWA Asset Management Group, LLC | 12,742 | $1.36M | 0.10% | −351−2.7% | Reduced |
| Hardman Johnston Global Advisors LLC | 12,750 | $1.36M | 0.04% | 00.0% | Unchanged |
| North Star Asset Management Inc | 12,758 | $1.36M | 0.08% | −71−0.6% | Reduced |
| Segment Wealth Management, LLC | 12,773 | $1.36M | 0.15% | +20.0% | Added |
| Good Life Advisors, LLC | 12,774 | $1.36M | 0.17% | +348+2.8% | Added |
| Wealth Management Associates, Inc. | 12,778 | $1.36M | 0.84% | −387−2.9% | Reduced |
| Navalign, LLC | 12,781 | $1.36M | 0.57% | −818−6.0% | Reduced |
| Monument Capital Management | 12,814 | $1.36M | 0.46% | +4,584+55.7% | Added |
| InterOcean Capital Group, LLC | 12,831 | $1.37M | 0.05% | +1,758+15.9% | Added |
| Lifestyle Asset Management, Inc. | 12,850 | $1.37M | 0.91% | −374−2.8% | Reduced |
| Worth Venture Partners, LLC | 12,900 | $1.37M | 0.67% | +12,900 | New |
| Kiley Juergens Wealth Management, LLC | 12,944 | $1.38M | 0.52% | +294+2.3% | Added |
| Regal Investment Advisors LLC | 12,968 | $1.38M | 0.12% | −892−6.4% | Reduced |
| First Interstate Bank | 12,999 | $1.38M | 0.11% | +794+6.5% | Added |
| Aft, Forsyth & Sober, LLC | 13,000 | $1.38M | 0.70% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 12,946 | $1.38M | 0.48% | +2,629+25.5% | Added |
| Financial Engines Advisors L.L.C. | 12,938 | $1.39M | 0.00% | −683−5.0% | Reduced |
| Concord Wealth Partners | 13,039 | $1.39M | 0.39% | +5,013+62.5% | Added |
| Visionary Wealth Advisors | 13,055 | $1.39M | 0.12% | +232+1.8% | Added |
| Forza Wealth Management, LLC | 13,084 | $1.39M | 0.72% | +2,540+24.1% | Added |
| Doheny Asset Management | 13,112 | $1.40M | 1.25% | −1,878−12.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 13,115 | $1.40M | 0.87% | −322−2.4% | Reduced |
| Am Investment Strategies LLC | 13,138 | $1.40M | 0.48% | −385−2.8% | Reduced |
| Pinnacle Holdings, LLC | 13,152 | $1.40M | 0.65% | −31−0.2% | Reduced |
| Stonnington Group, LLC | 12,150 | $1.40M | 0.37% | +52+0.4% | Added |
| Resurgent Financial Advisors LLC | 13,247 | $1.41M | 0.95% | −4,926−27.1% | Reduced |
| Independence Bank of Kentucky | 13,247 | $1.41M | 0.61% | +605+4.8% | Added |
| PFG Investments, LLC | 13,251 | $1.41M | 0.29% | +13,251 | New |
| Saxon Interests, Inc. | 13,272 | $1.41M | 0.80% | +3,742+39.3% | Added |
| Bank Pictet & Cie (Asia) Ltd | 13,287 | $1.41M | 0.48% | −93−0.7% | Reduced |
| MB, Levis & Associates, LLC | 13,295 | $1.41M | 0.98% | −47−0.4% | Reduced |