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 |
|---|---|---|---|---|---|
| Alaethes Wealth LLC | 17,595 | $1.87M | 1.10% | +1,068+6.5% | Added |
| Investors Research Corp | 17,597 | $1.87M | 0.49% | −300−1.7% | Reduced |
| Martin & Co Inc | 17,629 | $1.88M | 0.48% | −495−2.7% | Reduced |
| Apexium Financial, LP | 17,634 | $1.88M | 0.18% | +10.0% | Added |
| Evermay Wealth Management LLC | 17,557 | $1.88M | 0.38% | +2,029+13.1% | Added |
| Integrated Investment Consultants, LLC | 17,659 | $1.88M | 0.59% | −1,362−7.2% | Reduced |
| EP Wealth Advisors, LLC | 13,951 | $1.88M | 0.04% | −97,398−87.5% | Reduced |
| Columbus Macro, LLC | 17,445 | $1.88M | 0.70% | −351−2.0% | Reduced |
| Gries Financial LLC | 17,729 | $1.89M | 0.56% | −26,224−59.7% | Reduced |
| HNP Capital LLC | 17,754 | $1.89M | 0.53% | −439−2.4% | Reduced |
| Bernardo Wealth Planning LLC | 17,782 | $1.89M | 0.81% | −1,339−7.0% | Reduced |
| Whalerock Point Partners, LLC | 17,783 | $1.89M | 0.70% | −150−0.8% | Reduced |
| Sentry Investment Management LLC | 17,785 | $1.89M | 0.78% | +118+0.7% | Added |
| Summit Trail Advisors, LLC | 17,679 | $1.89M | 0.08% | +2,567+17.0% | Added |
| Corundum Group, Inc. | 17,804 | $1.89M | 0.90% | +5,000+39.1% | Added |
| St. Louis Financial Planners Asset Management, LLC | 17,826 | $1.90M | 2.16% | +938+5.6% | Added |
| Blue Edge Capital, LLC | 17,847 | $1.90M | 0.41% | +813+4.8% | Added |
| Blodgett Wealth Advisors, LLC | 17,863 | $1.90M | 2.20% | 00.0% | Unchanged |
| UBS Oconnor LLC | 17,864 | $1.90M | 0.05% | +17,864 | New |
| Signet Investment Advisory Group, Inc. | 17,880 | $1.90M | 1.31% | −2,038−10.2% | Reduced |
| Keeler Thomas Management LLC | 17,912 | $1.91M | 0.90% | −6,184−25.7% | Reduced |
| Parsec Financial Management, Inc. | 17,978 | $1.91M | 0.08% | +474+2.7% | Added |
| Notis-McConarty Edward | 18,000 | $1.92M | 0.76% | −70−0.4% | Reduced |
| Sentinel Trust Co Lba | 18,045 | $1.92M | 0.27% | +18,045 | New |
| Insight Inv LLC | 18,079 | $1.92M | 2.07% | −3,370−15.7% | Reduced |
| Nwam LLC | 18,164 | $1.93M | 0.20% | −1,576−8.0% | Reduced |
| Meridian Financial, LLC | 18,179 | $1.93M | 1.88% | −1,025−5.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 18,183 | $1.93M | 1.83% | −858−4.5% | Reduced |
| Legacy Financial Advisors, Inc. | 18,219 | $1.94M | 0.40% | +378+2.1% | Added |
| WealthShield Partners, LLC | 18,117 | $1.94M | 0.31% | −3,258−15.2% | Reduced |
| Howe & Rusling Inc | 18,299 | $1.95M | 0.23% | +2,640+16.9% | Added |
| Patriot Investment Management Inc. | 18,299 | $1.95M | 0.17% | −555−2.9% | Reduced |
| Spirit of America Management Corp | 18,350 | $1.95M | 0.44% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 18,415 | $1.96M | 1.47% | −8,604−31.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 18,439 | $1.96M | 1.44% | −62−0.3% | Reduced |
| Windsor Capital Management, LLC | 18,447 | $1.96M | 0.68% | −429−2.3% | Reduced |
| Northcape Wealth Management, LLC | 18,454 | $1.96M | 0.71% | +11,145+152.5% | Added |
| Investors Asset Management of Georgia Inc | 18,493 | $1.97M | 1.05% | −1,600−8.0% | Reduced |
| Diligent Investors, LLC | 18,545 | $1.97M | 0.61% | +50.0% | Added |
| Eaton Financial Holdings Company, LLC | 18,576 | $1.98M | 1.55% | −207−1.1% | Reduced |
| Centric Wealth Management | 18,621 | $1.98M | 0.86% | −591−3.1% | Reduced |
| Kendall Capital Management | 18,685 | $1.99M | 0.96% | −133−0.7% | Reduced |
| Stone Point Wealth LLC | 18,714 | $1.99M | 0.89% | −499−2.6% | Reduced |
| DuPont Capital Management Corp | 18,768 | $2.00M | 0.10% | −3,094−14.2% | Reduced |
| Leonteq Securities AG | 18,867 | $2.01M | 0.19% | +1,775+10.4% | Added |
| Coho Partners, Ltd. | 18,897 | $2.01M | 0.03% | −1,236−6.1% | Reduced |
| McMillion Capital Management Inc | 18,927 | $2.01M | 1.90% | −1,571−7.7% | Reduced |
| LMG Wealth Partners, LLC | 18,958 | $2.02M | 0.65% | −3,451−15.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 18,833 | $2.02M | 0.63% | −134−0.7% | Reduced |
| Vectors Research Management, LLC | 18,997 | $2.02M | 0.52% | −213−1.1% | Reduced |
| Gillespie Robinson & Grimm Inc | 19,000 | $2.02M | 0.20% | +3,000+18.8% | Added |
| Squarepoint Ops LLC | 19,007 | $2.02M | 0.01% | −67,479−78.0% | Reduced |
| Bristlecone Advisors, LLC | 19,053 | $2.03M | 0.22% | +529+2.9% | Added |
| Virtue Capital Management, LLC | 17,873 | $2.03M | 0.33% | +6,145+52.4% | Added |
| Calamos Wealth Management LLC | 19,102 | $2.03M | 0.16% | −605−3.1% | Reduced |
| Fragasso Group Inc. | 19,120 | $2.03M | 0.23% | +125+0.7% | Added |
| Global Financial Private Client, LLC | 18,761 | $2.04M | 1.05% | −2,339−11.1% | Reduced |
| Enterprise Financial Services Corp | 19,202 | $2.04M | 1.33% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 19,226 | $2.05M | 0.22% | +9,336+94.4% | Added |
| Smith, Moore & Co. | 19,311 | $2.05M | 0.28% | −791−3.9% | Reduced |
| CX Institutional | 18,990 | $2.05M | 0.11% | −36,618−65.9% | Reduced |
| CFS Investment Advisory Services, LLC | 19,348 | $2.06M | 0.37% | +984+5.4% | Added |
| Ronald Blue Trust, Inc. | 18,587 | $2.06M | 0.03% | +78+0.4% | Added |
| SageView Advisory Group, LLC | 19,419 | $2.07M | 0.13% | +10,539+118.7% | Added |
| Montecito Bank & Trust | 19,421 | $2.07M | 0.49% | −218−1.1% | Reduced |
| Insight Wealth Strategies, LLC | 19,426 | $2.07M | 0.41% | −1,989−9.3% | Reduced |
| Pathway Financial Advisers, LLC | 19,435 | $2.07M | 0.83% | −2,147−9.9% | Reduced |
| True North Advisors, LLC | 19,492 | $2.07M | 0.61% | +104+0.5% | Added |
| Beaton Management Co. Inc. | 19,510 | $2.08M | 1.40% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 19,555 | $2.08M | 0.58% | +701+3.7% | Added |
| Horizon Investment Services, LLC | 19,605 | $2.09M | 1.34% | +14,526+286.0% | Added |
| Altfest L J & Co Inc | 19,632 | $2.09M | 0.33% | −420−2.1% | Reduced |
| Range Financial Group LLC | 19,662 | $2.09M | 1.37% | −466−2.3% | Reduced |
| Thompson Investment Management, Inc. | 19,663 | $2.09M | 0.35% | −568−2.8% | Reduced |
| Pacific Global Investment Management CO | 19,694 | $2.10M | 0.46% | −778−3.8% | Reduced |
| Cornerstone Wealth Management, LLC | 19,720 | $2.10M | 0.21% | +19,720 | New |
| Weaver C. Barksdale & Associates, Inc. | 19,727 | $2.10M | 1.96% | −1,103−5.3% | Reduced |
| GoalVest Advisory LLC | 19,738 | $2.10M | 1.23% | −6,779−25.6% | Reduced |
| Capital International Sarl | 19,778 | $2.10M | 0.11% | +701+3.7% | Added |
| Capstone Triton Financial Group, LLC | 19,783 | $2.10M | 1.58% | −312−1.6% | Reduced |
| Peak Asset Management, LLC | 19,799 | $2.11M | 0.51% | −93−0.5% | Reduced |
| WBH Advisory Inc | 19,803 | $2.11M | 0.26% | +19,803 | New |
| Mystic Asset Management, Inc. | 19,837 | $2.11M | 1.16% | −345−1.7% | Reduced |
| Prudent Man Advisors, LLC | 19,843 | $2.11M | 0.83% | −229−1.1% | Reduced |
| Thrive Wealth Management, LLC | 19,917 | $2.12M | 0.54% | −30.0% | Reduced |
| West Oak Capital, LLC | 19,948 | $2.12M | 1.07% | −1,845−8.5% | Reduced |
| Cito Capital Group, LLC | 19,856 | $2.12M | 1.06% | 00.0% | Unchanged |
| Moore Capital Management, LP | 20,000 | $2.13M | 0.07% | +20,000 | New |
| Centaurus Financial, Inc. | 20,014 | $2.13M | 0.17% | +2,092+11.7% | Added |
| Ti-Trust, Inc | 20,027 | $2.13M | 2.00% | −268−1.3% | Reduced |
| First Citizens Bank & Trust Co | 20,069 | $2.14M | 0.04% | −19,391−49.1% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.14M | 2.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 20,136 | $2.14M | 0.50% | −17−0.1% | Reduced |
| Plancorp, LLC | 20,144 | $2.14M | 0.12% | +61+0.3% | Added |
| Kovack Advisors, Inc. | 20,195 | $2.15M | 0.29% | −548−2.6% | Reduced |
| NorthRock Partners, LLC | 20,232 | $2.15M | 0.23% | −453−2.2% | Reduced |
| Family Capital Trust Co | 20,232 | $2.15M | 0.83% | 00.0% | Unchanged |
| Grace & White Inc | 20,267 | $2.16M | 0.41% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 18,342 | $2.16M | 0.92% | +7,792+73.9% | Added |
| Southern Capital Advisors, LLC | 20,304 | $2.16M | 1.60% | +1,262+6.6% | Added |