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 |
|---|---|---|---|---|---|
| Wealth Architects, LLC | 15,506 | $1.65M | 0.29% | +290+1.9% | Added |
| Peddock Capital Advisors, LLC | 15,508 | $1.65M | 0.57% | +783+5.3% | Added |
| High Net Worth Advisory Group LLC | 15,518 | $1.65M | 0.67% | −509−3.2% | Reduced |
| Private Management Group Inc | 15,528 | $1.65M | 0.07% | −2,315−13.0% | Reduced |
| Levy Wealth Management Group, LLC | 15,548 | $1.65M | 0.51% | +9+0.1% | Added |
| City Holding Co | 15,549 | $1.65M | 0.30% | +1,578+11.3% | Added |
| Washington Capital Management Inc | 15,558 | $1.66M | 1.47% | −5,450−25.9% | Reduced |
| E&G Advisors, LP | 15,573 | $1.66M | 0.61% | +157+1.0% | Added |
| Sutton Wealth Advisors Inc. | 15,599 | $1.66M | 0.89% | −6,020−27.8% | Reduced |
| Klingman & Associates, LLC | 15,638 | $1.66M | 0.14% | −79−0.5% | Reduced |
| First Dallas Securities Inc. | 15,649 | $1.67M | 0.98% | +9+0.1% | Added |
| Financial Architects, Inc | 15,659 | $1.67M | 0.27% | −495−3.1% | Reduced |
| Bigelow Investment Advisors, LLC | 15,659 | $1.67M | 0.96% | −527−3.3% | Reduced |
| Ellevest, Inc. | 15,669 | $1.67M | 0.13% | +514+3.4% | Added |
| Strategic Global Advisors, LLC | 15,764 | $1.68M | 0.27% | −19,587−55.4% | Reduced |
| Founders Financial Alliance, LLC | 15,690 | $1.68M | 0.84% | −1,838−10.5% | Reduced |
| Strategic Advisors LLC | 15,778 | $1.68M | 0.34% | −747−4.5% | Reduced |
| Pacitti Group Inc. | 15,783 | $1.68M | 1.23% | +472+3.1% | Added |
| Sunbelt Securities, Inc. | 15,874 | $1.68M | 0.27% | +5,971+60.3% | Added |
| West Family Investments, Inc. | 15,821 | $1.68M | 0.67% | −94−0.6% | Reduced |
| Redwood Wealth Management Group, LLC | 15,838 | $1.69M | 1.91% | +161+1.0% | Added |
| CRA Financial Services, LLC | 15,856 | $1.69M | 0.50% | +1,519+10.6% | Added |
| Hoey Investments, Inc | 15,953 | $1.70M | 0.67% | −1,840−10.3% | Reduced |
| Kathmere Capital Management, LLC | 15,968 | $1.70M | 0.28% | −854−5.1% | Reduced |
| Fundamentun, LLC | 15,979 | $1.70M | 0.29% | +9,509+147.0% | Added |
| Roman Butler Fullerton & Co | 14,616 | $1.70M | 0.85% | +2,016+16.0% | Added |
| Emfo, LLC | 16,034 | $1.71M | 1.62% | −5,654−26.1% | Reduced |
| Gables Capital Management Inc. | 16,063 | $1.71M | 1.19% | +43+0.3% | Added |
| Adell Harriman & Carpenter Inc | 16,074 | $1.71M | 0.18% | +2,770+20.8% | Added |
| Mattern Wealth Management LLC | 16,091 | $1.71M | 0.57% | −100−0.6% | Reduced |
| Northwest Capital Management Inc | 16,093 | $1.71M | 0.83% | +16+0.1% | Added |
| Icon Advisers Inc | 16,100 | $1.71M | 0.44% | +16,100 | New |
| Catalyst Financial Partners LLC | 16,113 | $1.71M | 0.73% | +8,122+101.6% | Added |
| Sweet Financial Partners, LLC | 16,126 | $1.72M | 0.47% | +2,411+17.6% | Added |
| Wealth Alliance | 16,130 | $1.72M | 0.28% | −3,358−17.2% | Reduced |
| Chesapeake Wealth Management | 16,138 | $1.72M | 0.72% | +781+5.1% | Added |
| Formidable Asset Management, LLC | 15,851 | $1.72M | 0.36% | −358−2.2% | Reduced |
| Hendershot Investments Inc. | 16,188 | $1.72M | 0.29% | −796−4.7% | Reduced |
| Marshall Financial Group LLC | 16,211 | $1.72M | 0.62% | −1,880−10.4% | Reduced |
| Borer Denton & Associates, Inc. | 16,232 | $1.73M | 0.72% | +874+5.7% | Added |
| Wealth Effects LLC | 16,272 | $1.73M | 0.89% | −57−0.3% | Reduced |
| West Branch Capital LLC | 16,343 | $1.74M | 0.97% | +295+1.8% | Added |
| Moloney Securities Asset Management, LLC | 16,379 | $1.74M | 0.32% | −3,718−18.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 16,425 | $1.75M | 0.41% | −300−1.8% | Reduced |
| New England Research & Management, Inc. | 16,473 | $1.75M | 1.03% | −11,394−40.9% | Reduced |
| Camarda Financial Advisors, LLC | 16,501 | $1.76M | 1.32% | −206−1.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 16,600 | $1.77M | 0.90% | −960−5.5% | Reduced |
| St. Johns Investment Management Company, LLC | 16,636 | $1.77M | 1.03% | −963−5.5% | Reduced |
| Thomas White International Ltd | 16,684 | $1.78M | 0.37% | +75+0.5% | Added |
| Richwood Investment Advisors, LLC | 16,695 | $1.78M | 1.77% | −181−1.1% | Reduced |
| NCM Capital Management, LLC | 16,705 | $1.78M | 1.33% | −400−2.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,747 | $1.78M | 0.08% | +483+3.0% | Added |
| Total Clarity Wealth Management, Inc. | 16,751 | $1.78M | 0.97% | −749−4.3% | Reduced |
| Wimmer Associates 1, LLC | 15,332 | $1.78M | 1.14% | −1,504−8.9% | Reduced |
| Lindenwold Advisors | 16,792 | $1.79M | 1.11% | +254+1.5% | Added |
| C2C Wealth Management, LLC | 15,754 | $1.79M | 0.29% | +1,983+14.4% | Added |
| DeDora Capital, Inc. | 16,847 | $1.79M | 0.76% | +1,240+7.9% | Added |
| WMS Partners, LLC | 16,877 | $1.80M | 0.16% | −225−1.3% | Reduced |
| Lebenthal Global Advisors, LLC | 16,920 | $1.80M | 0.55% | +13,459+388.9% | Added |
| Onyx Bridge Wealth Group LLC | 16,921 | $1.80M | 0.72% | −412−2.4% | Reduced |
| Home Federal Bank of Tennessee | 16,932 | $1.80M | 0.67% | +507+3.1% | Added |
| Aspiriant, LLC | 16,980 | $1.81M | 0.09% | +180+1.1% | Added |
| Parcion Private Wealth LLC | 16,991 | $1.81M | 0.19% | +45+0.3% | Added |
| Wealth Dimensions Group, Ltd. | 16,994 | $1.81M | 0.70% | +1,031+6.5% | Added |
| Brasada Capital Management, LP | 17,011 | $1.81M | 0.40% | +17,011 | New |
| Nicholas Hoffman & Company, LLC. | 17,014 | $1.81M | 0.16% | +82+0.5% | Added |
| Chicago Partners Investment Group LLC | 15,634 | $1.81M | 0.11% | +1,822+13.2% | Added |
| Eqis Capital Management, Inc. | 17,042 | $1.81M | 0.20% | −2,283−11.8% | Reduced |
| Arkadios Wealth Advisors | 17,043 | $1.81M | 0.22% | −218−1.3% | Reduced |
| Old Point Trust & Financial Services N A | 17,046 | $1.81M | 0.79% | +752+4.6% | Added |
| Loudon Investment Management, LLC | 17,067 | $1.82M | 1.26% | −4,603−21.2% | Reduced |
| Bowman & Co S.C. | 17,073 | $1.82M | 1.33% | +1,886+12.4% | Added |
| McDonald Partners LLC | 17,118 | $1.82M | 0.59% | −1,199−6.5% | Reduced |
| Great Diamond Partners, LLC | 17,127 | $1.82M | 0.53% | +58+0.3% | Added |
| GM Advisory Group, Inc. | 17,145 | $1.82M | 0.17% | +7,410+76.1% | Added |
| Eagle Strategies LLC | 17,145 | $1.82M | 0.46% | +167+1.0% | Added |
| Argent Advisors, Inc. | 17,152 | $1.82M | 0.87% | −1,019−5.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,171 | $1.83M | 0.21% | +17,171 | New |
| Guardian Investment Management | 23,700 | $1.83M | 1.40% | +5,000+26.7% | Added |
| Crescent Grove Advisors, LLC | 17,053 | $1.83M | 0.21% | −2,443−12.5% | Reduced |
| PBMares Wealth Management LLC | 17,220 | $1.83M | 0.68% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 17,233 | $1.83M | 0.71% | −1,171−6.4% | Reduced |
| Oakworth Capital, Inc. | 17,234 | $1.83M | 0.16% | −124−0.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,292 | $1.84M | 0.31% | +224+1.3% | Added |
| Hedges Asset Management LLC | 17,300 | $1.84M | 1.56% | +1,000+6.1% | Added |
| Global Trust Asset Management, LLC | 17,314 | $1.84M | 0.88% | −940−5.1% | Reduced |
| Triangle Securities Wealth Management | 17,337 | $1.84M | 0.66% | −201−1.1% | Reduced |
| AFS Financial Group, LLC | 17,368 | $1.85M | 1.23% | +118+0.7% | Added |
| Dudley Capital Management, LLC | 17,380 | $1.85M | 1.30% | +23+0.1% | Added |
| Ashburton (Jersey) Ltd | 17,397 | $1.85M | 0.87% | +551+3.3% | Added |
| Magnolia Capital Advisors LLC | 17,482 | $1.86M | 0.96% | −141−0.8% | Reduced |
| Jupiter Wealth Management LLC | 17,500 | $1.86M | 1.71% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 17,502 | $1.86M | 0.30% | +9,065+107.4% | Added |
| Humankind Investments LLC | 17,514 | $1.86M | 0.77% | −678−3.7% | Reduced |
| Proficio Capital Partners LLC | 17,517 | $1.86M | 0.30% | +549+3.2% | Added |
| Live Oak Investment Partners | – | $1.86M | 1.64% | – | – |
| First Hawaiian Bank | 17,535 | $1.87M | 0.06% | +360+2.1% | Added |
| Acropolis Investment Management, LLC | 17,578 | $1.87M | 0.15% | +454+2.7% | Added |
| Heartland Bank & Trust Co | 17,581 | $1.87M | 1.41% | +2,455+16.2% | Added |
| Auxano Advisors, LLC | 17,593 | $1.87M | 0.75% | +231+1.3% | Added |