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 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $196.9B |
| Q3 2024 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| IMS Capital Management | 13,318 | $1.42M | 0.84% | −2,298−14.7% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 13,324 | $1.42M | 0.84% | +862+6.9% | Added |
| Exos TFP Holdings LLC | 13,366 | $1.42M | 0.36% | +6,961+108.7% | Added |
| CoreFirst Bank & Trust | 13,393 | $1.42M | 1.04% | −934−6.5% | Reduced |
| First Western Trust Bank | 13,399 | $1.43M | 0.07% | +240+1.8% | Added |
| Tilt Investment Management Holdings, PBC | 13,251 | $1.43M | 1.05% | +1,718+14.9% | Added |
| Franklin Street Advisors Inc | 13,425 | $1.43M | 0.13% | −1,449−9.7% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 13,493 | $1.43M | 0.37% | +932+7.4% | Added |
| American National Bank | 13,506 | $1.44M | 0.27% | +1,579+13.2% | Added |
| BSW Wealth Partners | 13,531 | $1.44M | 0.29% | −1,682−11.1% | Reduced |
| Gilbert & Cook, Inc. | 13,563 | $1.44M | 0.25% | +119+0.9% | Added |
| Barry Investment Advisors, LLC | 13,508 | $1.45M | 0.47% | −439−3.1% | Reduced |
| Park Place Capital Corp | 13,607 | $1.45M | 0.41% | −4,433−24.6% | Reduced |
| Boxwood Ventures, Inc. | 13,563 | $1.45M | 3.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,657 | $1.45M | 0.75% | +4,700+52.5% | Added |
| KCS Wealth Advisory | 13,660 | $1.45M | 0.55% | −203−1.5% | Reduced |
| Accurate Wealth Management, LLC | 12,906 | $1.45M | 0.50% | +5,593+76.5% | Added |
| Madison Wealth Management | 13,716 | $1.46M | 0.32% | +170+1.3% | Added |
| DFPG Investments, LLC | 13,762 | $1.46M | 0.16% | +6,624+92.8% | Added |
| Matrix Trust Co | 13,773 | $1.47M | 0.39% | −5,292−27.8% | Reduced |
| Breakwater Capital Group | 13,773 | $1.47M | 0.61% | +442+3.3% | Added |
| St. Louis Trust Co | 13,788 | $1.47M | 0.29% | 00.0% | Unchanged |
| Farmers National Bank | 13,801 | $1.47M | 0.52% | −369−2.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 13,802 | $1.47M | 1.54% | +68+0.5% | Added |
| Doliver Advisors, LP | 13,826 | $1.47M | 0.46% | +326+2.4% | Added |
| Abundance Wealth Counselors | 13,882 | $1.48M | 0.37% | −1,994−12.6% | Reduced |
| Teza Capital Management LLC | 13,901 | $1.48M | 0.32% | +11,909+597.8% | Added |
| Great Lakes Retirement, Inc. | 13,911 | $1.48M | 0.28% | +8,843+174.5% | Added |
| David Loasby | 13,177 | $1.48M | 0.17% | +1,271+10.7% | Added |
| Centennial Bank | 13,955 | $1.48M | 0.97% | −2,118−13.2% | Reduced |
| Weil Company, Inc. | 13,968 | $1.49M | 0.67% | −439−3.0% | Reduced |
| Aveo Capital Partners, LLC | 13,976 | $1.49M | 0.20% | −1,039−6.9% | Reduced |
| Cambridge Advisors Inc. | 13,989 | $1.49M | 0.38% | +150+1.1% | Added |
| Oak Grove Capital LLC | 14,000 | $1.49M | 0.67% | +5,100+57.3% | Added |
| Founders Financial Securities LLC | 14,015 | $1.49M | 0.22% | −27−0.2% | Reduced |
| Teamwork Financial Advisors, LLC | 14,054 | $1.50M | 0.28% | −21,422−60.4% | Reduced |
| Center for Financial Planning, Inc. | 14,079 | $1.50M | 0.35% | +592+4.4% | Added |
| RMR Wealth Builders | 14,102 | $1.50M | 0.29% | +988+7.5% | Added |
| Colonial Trust Co | 14,135 | $1.50M | 0.38% | +768+5.7% | Added |
| Fortem Financial Group, LLC | 14,153 | $1.51M | 0.98% | −6,817−32.5% | Reduced |
| Charles Schwab Trust Co | 14,163 | $1.51M | 0.18% | +1,010+7.7% | Added |
| Bull Street Advisors, LLC | 14,190 | $1.51M | 0.78% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 14,209 | $1.51M | 1.02% | −374−2.6% | Reduced |
| Eudaimonia Partners, LLC | 14,210 | $1.51M | 0.37% | −598−4.0% | Reduced |
| Hall Capital Management Co Inc | 14,215 | $1.51M | 0.90% | +8,892+167.0% | Added |
| Zions Bancorporation, N.A. | 14,224 | $1.51M | 0.13% | −25,462−64.2% | Reduced |
| IFP Advisors, Inc | 25,005 | $1.51M | 0.07% | −32,768−56.7% | Reduced |
| M. Kraus & Co | 14,294 | $1.52M | 0.54% | +220+1.6% | Added |
| Greenwood Capital Associates LLC | 14,308 | $1.52M | 0.22% | −434−2.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 14,342 | $1.53M | 0.17% | −5,514−27.8% | Reduced |
| Ascent Wealth Partners, LLC | 14,398 | $1.53M | 0.31% | −3,122−17.8% | Reduced |
| Davidson Capital Management Inc. | 14,429 | $1.54M | 0.93% | −1,315−8.4% | Reduced |
| Alan B. Lancz & Associates, Inc. | 14,434 | $1.54M | 1.59% | +131+0.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 14,650 | $1.54M | 0.64% | +7,000+91.5% | Added |
| Parkside Financial Bank & Trust | 14,460 | $1.54M | 0.41% | +474+3.4% | Added |
| TrimTabs Asset Management, LLC | 14,489 | $1.54M | 0.83% | +2,968+25.8% | Added |
| Pictet Bank & Trust Ltd | 14,497 | $1.54M | 1.07% | +1,275+9.6% | Added |
| AlphaCore Capital LLC | 14,533 | $1.55M | 0.41% | +2,288+18.7% | Added |
| Glen Eagle Advisors, LLC | 14,544 | $1.55M | 0.39% | +6,663+84.5% | Added |
| Capital Advantage, Inc. | 14,224 | $1.55M | 0.33% | −129−0.9% | Reduced |
| Eley Financial Management, Inc | 14,578 | $1.55M | 0.80% | −226−1.5% | Reduced |
| Janney Capital Management LLC | 14,615 | $1.55M | 0.12% | −336−2.2% | Reduced |
| Raleigh Capital Management Inc. | 14,646 | $1.56M | 0.77% | −7,175−32.9% | Reduced |
| Berkeley Capital Partners, LLC | 14,659 | $1.56M | 0.58% | +21+0.1% | Added |
| Salvus Wealth Management, LLC | 14,661 | $1.56M | 1.26% | +143+1.0% | Added |
| Bensler, LLC | 14,678 | $1.56M | 0.32% | +841+6.1% | Added |
| Zhang Financial LLC | 14,694 | $1.56M | 0.18% | +131+0.9% | Added |
| MCF Advisors LLC | 14,648 | $1.57M | 0.15% | +3,326+29.4% | Added |
| ACR Alpine Capital Research, LLC | 14,763 | $1.57M | 0.06% | −8−0.1% | Reduced |
| Pallas Capital Advisors LLC | 13,596 | $1.58M | 0.15% | +3,090+29.4% | Added |
| Baader Bank INC | 14,898 | $1.58M | 0.12% | −21,662−59.3% | Reduced |
| LVW Advisors, LLC | 14,886 | $1.58M | 0.32% | −956−6.0% | Reduced |
| Register Financial Advisors LLC | 14,959 | $1.59M | 1.25% | +1,286+9.4% | Added |
| Plante Moran Financial Advisors, LLC | 14,963 | $1.59M | 0.22% | −2,564−14.6% | Reduced |
| Maple Capital Management, Inc. | 14,986 | $1.59M | 0.19% | +379+2.6% | Added |
| Delta Asset Management LLC | 15,000 | $1.60M | 0.17% | +469+3.2% | Added |
| Shore Point Advisors, LLC | 15,041 | $1.60M | 1.21% | +15,041 | New |
| Kavar Capital Partners Group, LLC | 15,047 | $1.60M | 0.35% | −147−1.0% | Reduced |
| Portland Global Advisors LLC | 15,158 | $1.61M | 0.28% | −37−0.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 15,179 | $1.61M | 0.71% | +1,263+9.1% | Added |
| Phoenix Wealth Advisors | 15,185 | $1.62M | 1.00% | −1,679−10.0% | Reduced |
| Grove Bank & Trust | 15,192 | $1.62M | 0.34% | −3,413−18.3% | Reduced |
| DMG Group, LLC | 14,869 | $1.62M | 1.63% | +1,707+13.0% | Added |
| Sunflower Bank, N.A. | 15,230 | $1.62M | 0.37% | −255−1.6% | Reduced |
| Human Investing LLC | 15,264 | $1.62M | 0.39% | −1,607−9.5% | Reduced |
| IAM Advisory, LLC | 15,286 | $1.63M | 0.56% | +769+5.3% | Added |
| Pearl River Capital, LLC | 15,295 | $1.63M | 0.26% | +15,295 | New |
| Blueprint Investment Partners LLC | 15,318 | $1.63M | 0.37% | −2,702−15.0% | Reduced |
| Coastal Investment Advisors, Inc. | 15,354 | $1.63M | 0.40% | −1,695−9.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 15,355 | $1.63M | 0.70% | −49−0.3% | Reduced |
| Patton Fund Management, Inc. | 15,408 | $1.64M | 0.47% | −10,597−40.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,915 | $1.64M | 0.75% | −290−2.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 15,443 | $1.64M | 0.57% | +476+3.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 15,454 | $1.64M | 0.25% | −47−0.3% | Reduced |
| Columbia Trust Co 01012016 | 15,473 | $1.65M | 0.95% | −1,384−8.2% | Reduced |
| Mirova | 15,478 | $1.65M | 0.24% | −206−1.3% | Reduced |
| Atlas Brown,Inc. | 15,480 | $1.65M | 0.76% | +206+1.3% | Added |
| Bridgewater Advisors Inc. | 15,490 | $1.65M | 0.36% | +536+3.6% | Added |
| Capital International Inc | 15,494 | $1.65M | 0.03% | −359−2.3% | Reduced |
| Connolly Sarah T. | 15,500 | $1.65M | 1.05% | 00.0% | Unchanged |