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 |
|---|---|---|---|---|---|
| Northern Financial Advisors Inc | 20,313 | $2.16M | 2.03% | −70.0% | Reduced |
| V Wealth Advisors LLC | 20,343 | $2.16M | 0.41% | +166+0.8% | Added |
| Donoghue Forlines LLC | 20,348 | $2.16M | 0.78% | −5,811−22.2% | Reduced |
| Atlas Private Wealth Advisors | 20,414 | $2.17M | 1.00% | −568−2.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 20,431 | $2.17M | 0.52% | −638−3.0% | Reduced |
| Joel Isaacson & Co., LLC | 20,446 | $2.18M | 0.16% | −247−1.2% | Reduced |
| Beacon Financial Group | 19,347 | $2.18M | 0.30% | −8,288−30.0% | Reduced |
| First Business Financial Services, Inc. | 20,570 | $2.19M | 0.27% | +834+4.2% | Added |
| Lakeview Capital Partners, LLC | 18,623 | $2.19M | 0.68% | −280−1.5% | Reduced |
| V-Square Quantitative Management LLC | 20,584 | $2.19M | 2.02% | +20,584 | New |
| Gladius Capital Management LP | 20,638 | $2.20M | 0.68% | +17,955+669.2% | Added |
| WESPAC Advisors, LLC | 20,643 | $2.20M | 2.07% | +20,643 | New |
| Marcum Wealth, LLC | 20,647 | $2.20M | 0.27% | −2,774−11.8% | Reduced |
| Wallace Capital Management Inc. | 20,655 | $2.20M | 0.36% | +30.0% | Added |
| Penobscot Investment Management Company, Inc. | 20,689 | $2.20M | 0.38% | −4,293−17.2% | Reduced |
| Wealthsource Partners, LLC | 20,697 | $2.20M | 0.15% | −2,637−11.3% | Reduced |
| Atomi Financial Group, Inc. | 20,711 | $2.20M | 1.23% | +20,711 | New |
| IFG Advisory, LLC | 20,725 | $2.20M | 0.21% | −3,796−15.5% | Reduced |
| Harbour Investments, Inc. | 20,746 | $2.21M | 0.12% | −145−0.7% | Reduced |
| IVC Wealth Advisors LLC | 20,780 | $2.21M | 1.57% | −330−1.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 20,800 | $2.21M | 0.35% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 20,828 | $2.22M | 2.53% | −355−1.7% | Reduced |
| BCJ Capital Management, LLC | 20,832 | $2.22M | 0.21% | −25,618−55.2% | Reduced |
| Forte Capital LLC | 20,833 | $2.22M | 0.34% | −625−2.9% | Reduced |
| Westwood Holdings Group Inc. | 20,858 | $2.22M | 0.02% | +985+5.0% | Added |
| LCNB Corp | 20,863 | $2.22M | 1.00% | −1,370−6.2% | Reduced |
| AlphaStar Capital Management, LLC | 20,864 | $2.22M | 0.19% | −42,228−66.9% | Reduced |
| Boyd Watterson Asset Management LLC | 20,923 | $2.23M | 0.91% | −72−0.3% | Reduced |
| Copperwynd Financial, LLC | 20,956 | $2.23M | 1.14% | −18,090−46.3% | Reduced |
| HCR Wealth Advisors | 20,858 | $2.23M | 0.44% | −1,100−5.0% | Reduced |
| Hemenway Trust Co LLC | 21,021 | $2.24M | 0.24% | +1,088+5.5% | Added |
| Aull & Monroe Investment Management Corp | 21,146 | $2.25M | 1.15% | −426−2.0% | Reduced |
| Roberts Wealth Advisors, LLC | 20,711 | $2.25M | 1.03% | +263+1.3% | Added |
| Vise Technologies, Inc. | 21,209 | $2.26M | 0.59% | +661+3.2% | Added |
| TCWP LLC | 21,229 | $2.26M | 0.43% | +232+1.1% | Added |
| Transatlantique Private Wealth LLC | 21,434 | $2.26M | 1.25% | +80.0% | Added |
| Chicago Capital, LLC | 21,322 | $2.27M | 0.11% | +15+0.1% | Added |
| Fruth Investment Management | 21,328 | $2.27M | 0.66% | +67+0.3% | Added |
| Bank of New Hampshire | 21,330 | $2.27M | 0.68% | +754+3.7% | Added |
| Bridge Creek Capital Management LLC | 21,345 | $2.27M | 0.85% | +125+0.6% | Added |
| Kanawha Capital Management LLC | 21,386 | $2.28M | 0.22% | −441−2.0% | Reduced |
| First Foundation Advisors | 21,399 | $2.28M | 0.10% | −15,979−42.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 21,449 | $2.28M | 0.70% | +2,022+10.4% | Added |
| Massachusetts Wealth Management | 21,482 | $2.29M | 2.36% | −450−2.1% | Reduced |
| Sippican Capital Advisors | 21,536 | $2.29M | 2.19% | −1,902−8.1% | Reduced |
| Financial Sense Advisors, Inc. | 21,542 | $2.29M | 1.05% | −1,416−6.2% | Reduced |
| Van Cleef Asset Management,Inc | 21,550 | $2.29M | 0.36% | −149−0.7% | Reduced |
| apricus wealth, LLC | 21,574 | $2.30M | 2.09% | −866−3.9% | Reduced |
| Regents of the University of California | 21,600 | $2.30M | 0.43% | 00.0% | Unchanged |
| Pitcairn Co | 21,640 | $2.30M | 0.21% | +806+3.9% | Added |
| Silverlake Wealth Management LLC | 21,657 | $2.30M | 1.40% | −649−2.9% | Reduced |
| West Michigan Advisors, LLC | 21,669 | $2.31M | 1.31% | +6,643+44.2% | Added |
| Capital Asset Advisory Services LLC | 21,678 | $2.31M | 0.17% | +1,067+5.2% | Added |
| Baker Chad R | 21,700 | $2.31M | 0.59% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 21,700 | $2.31M | 1.89% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 21,706 | $2.31M | 0.54% | +40+0.2% | Added |
| BNC Wealth Management, LLC | 21,711 | $2.31M | 1.29% | +21,711 | New |
| Shufro Rose & Co LLC | 21,719 | $2.31M | 0.21% | −50−0.2% | Reduced |
| West Paces Advisors Inc. | 21,827 | $2.32M | 0.72% | +321+1.5% | Added |
| Wealthquest Corp | 21,926 | $2.33M | 0.30% | −675−3.0% | Reduced |
| Credit Agricole S A | 21,936 | $2.33M | 0.10% | −2,047−8.5% | Reduced |
| United Community Bank | 21,942 | $2.33M | 2.21% | −115−0.5% | Reduced |
| Beaumont Financial Advisors, LLC | 21,987 | $2.34M | 0.24% | +397+1.8% | Added |
| Pure Financial Advisors, Inc. | 21,988 | $2.34M | 0.11% | +566+2.6% | Added |
| BBR Partners, LLC | 22,046 | $2.35M | 0.27% | +639+3.0% | Added |
| Peoples Financial Services Corp. | 22,083 | $2.35M | 1.10% | −193−0.9% | Reduced |
| Pflug Koory, LLC | 22,091 | $2.35M | 1.28% | −163−0.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 24,310 | $2.35M | 0.36% | +24,310 | New |
| Marion Wealth Management | 22,116 | $2.35M | 0.88% | +578+2.7% | Added |
| Paradigm Financial Partners, LLC | 22,157 | $2.36M | 0.64% | +401+1.8% | Added |
| Brown Miller Wealth Management, LLC | 22,181 | $2.36M | 1.40% | +20.0% | Added |
| Grimes & Company, Inc. | 22,192 | $2.36M | 0.10% | +4,016+22.1% | Added |
| SWS Partners | 22,059 | $2.36M | 0.88% | −1,130−4.9% | Reduced |
| Long Run Wealth Advisors, LLC | 22,490 | $2.39M | 0.81% | −983−4.2% | Reduced |
| Golden State Equity Partners | 22,495 | $2.39M | 1.30% | +22,495 | New |
| Lindbrook Capital, LLC | 22,615 | $2.41M | 0.28% | −238−1.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 22,620 | $2.41M | 0.75% | +124+0.6% | Added |
| Hikari Power Ltd | 22,710 | $2.42M | 0.24% | 00.0% | Unchanged |
| Red Cedar Investment Management, LLC | 22,745 | $2.42M | 0.37% | +11,493+102.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 22,753 | $2.42M | 1.71% | −200−0.9% | Reduced |
| Green Square Capital Advisors LLC | 22,767 | $2.42M | 0.32% | −2,798−10.9% | Reduced |
| SeaBridge Investment Advisors LLC | 22,774 | $2.42M | 0.85% | −1,388−5.7% | Reduced |
| Valmark Advisers, Inc. | 22,862 | $2.43M | 0.05% | +250+1.1% | Added |
| Gifford Fong Associates | 22,900 | $2.44M | 0.64% | 00.0% | Unchanged |
| Little House Capital LLC | 23,008 | $2.45M | 1.15% | −6,300−21.5% | Reduced |
| Malaga Cove Capital, LLC | 23,012 | $2.45M | 1.21% | −113−0.5% | Reduced |
| Allred Capital Management, LLC | 23,024 | $2.45M | 1.30% | +176+0.8% | Added |
| Somerville Kurt F | 23,028 | $2.45M | 0.45% | −310−1.3% | Reduced |
| Advisors Management Group Inc | 23,039 | $2.45M | 0.78% | −51−0.2% | Reduced |
| MMBG Investment Advisors Co. | 23,043 | $2.45M | 0.31% | −32,675−58.6% | Reduced |
| Glynn Capital Management LLC | 23,068 | $2.45M | 0.58% | 00.0% | Unchanged |
| Puzo Michael J | 23,100 | $2.46M | 0.82% | −250−1.1% | Reduced |
| Baxter Bros Inc | 23,128 | $2.46M | 0.39% | −179−0.8% | Reduced |
| Oak Associates, Ltd | 23,165 | $2.46M | 0.20% | −585−2.5% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 23,207 | $2.47M | 0.88% | −875−3.6% | Reduced |
| Cubist Systematic Strategies, LLC | 23,243 | $2.47M | 0.02% | −71,826−75.6% | Reduced |
| Sawyer & Company, Inc | 22,021 | $2.48M | 1.34% | −990−4.3% | Reduced |
| Angeles Wealth Management, LLC | 23,351 | $2.48M | 0.37% | +647+2.8% | Added |
| Princeton Capital Management LLC | 23,359 | $2.49M | 1.06% | +15,820+209.8% | Added |
| Fairfield, Bush & Co. | 23,395 | $2.49M | 0.88% | +10,284+78.4% | Added |