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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 23,415 | $2.49M | 0.36% | −21,986−48.4% | Reduced |
| 9258 Wealth Management, LLC | 23,434 | $2.49M | 0.50% | +467+2.0% | Added |
| Commerzbank Aktiengesellschaft | 23,484 | $2.50M | 0.13% | −151−0.6% | Reduced |
| Hamilton Wealth, LLC | 23,503 | $2.50M | 0.88% | −11,478−32.8% | Reduced |
| Webster Bank, N. A. | 23,505 | $2.50M | 0.33% | −1,567−6.3% | Reduced |
| Bank Hapoalim BM | 23,505 | $2.50M | 0.35% | −2,400−9.3% | Reduced |
| Ellis Investment Partners, LLC | 23,512 | $2.50M | 0.65% | −316−1.3% | Reduced |
| Financial Advocates Investment Management | 23,533 | $2.50M | 0.19% | +233+1.0% | Added |
| Garrett Investment Advisors LLC | 23,601 | $2.51M | 0.40% | +1,635+7.4% | Added |
| Nilsine Partners, LLC | 23,651 | $2.52M | 0.39% | +23,651 | New |
| Avidian Wealth Solutions, LLC | 23,655 | $2.52M | 0.14% | +2,165+10.1% | Added |
| Clear Street Markets LLC | 23,751 | $2.53M | 0.70% | −34,844−59.5% | Reduced |
| Larson Financial Group LLC | 23,772 | $2.53M | 0.27% | −7,516−24.0% | Reduced |
| Blue Chip Partners, Inc. | 23,775 | $2.53M | 0.30% | −1,282−5.1% | Reduced |
| Bristol John W & Co Inc | 23,834 | $2.54M | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 23,845 | $2.54M | 0.61% | +444+1.9% | Added |
| DAGCO, Inc. | 23,908 | $2.54M | 1.37% | −846−3.4% | Reduced |
| Sheets Smith Wealth Management | 23,977 | $2.55M | 0.39% | −40.0% | Reduced |
| BDO Wealth Advisors, LLC | 23,995 | $2.55M | 0.31% | −353−1.4% | Reduced |
| Aviance Capital Partners, LLC | 24,046 | $2.56M | 0.57% | +2,078+9.5% | Added |
| Kensington Investment Counsel, LLC | 24,072 | $2.56M | 1.93% | −1,309−5.2% | Reduced |
| Sculati Wealth Management, LLC | 24,168 | $2.57M | 1.37% | +909+3.9% | Added |
| Hudock, Inc. | 24,235 | $2.58M | 0.63% | −9,529−28.2% | Reduced |
| New Potomac Partners, LLC | 24,245 | $2.58M | 1.79% | −323−1.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 24,403 | $2.60M | 0.90% | −472−1.9% | Reduced |
| Jeppson Wealth Management, LLC | 24,424 | $2.60M | 1.13% | −237−1.0% | Reduced |
| Strategic Financial Services, Inc, | 24,486 | $2.61M | 0.20% | −1,910−7.2% | Reduced |
| Fiduciary Group LLC | 24,505 | $2.61M | 0.34% | −50−0.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 24,507 | $2.61M | 0.36% | −1,277−5.0% | Reduced |
| Brendel Financial Advisors LLC | 24,601 | $2.62M | 1.94% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 24,634 | $2.62M | 2.46% | −1,729−6.6% | Reduced |
| Leisure Capital Management | 24,725 | $2.63M | 1.51% | −19−0.1% | Reduced |
| Buckhead Capital Management LLC | 24,742 | $2.63M | 0.62% | −194−0.8% | Reduced |
| Next Level Private LLC | 24,811 | $2.64M | 2.08% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 24,063 | $2.65M | 1.41% | +24,063 | New |
| Wedmont Private Capital | 23,549 | $2.65M | 0.35% | +4,714+25.0% | Added |
| Jmac Enterprises LLC | 25,112 | $2.67M | 0.68% | +2,574+11.4% | Added |
| Orca Investment Management, LLC | 25,129 | $2.67M | 3.28% | −153−0.6% | Reduced |
| Watchman Group, Inc. | 25,219 | $2.68M | 1.40% | −111−0.4% | Reduced |
| Morse Asset Management, Inc | 25,330 | $2.69M | 0.91% | −2,162−7.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 25,390 | $2.70M | 0.80% | +1,473+6.2% | Added |
| Cypress Capital, LLC | 25,435 | $2.71M | 0.85% | +362+1.4% | Added |
| Key Financial Inc | 25,468 | $2.71M | 0.99% | +165+0.7% | Added |
| Dominguez Wealth Management Solutions, Inc. | 25,469 | $2.71M | 2.49% | +465+1.9% | Added |
| Gould Capital, LLC | 25,560 | $2.72M | 2.10% | −9,868−27.9% | Reduced |
| Liberty One Investment Management, LLC | 25,588 | $2.72M | 0.37% | +908+3.7% | Added |
| First County Bank | 25,606 | $2.72M | 1.34% | −21,178−45.3% | Reduced |
| Palisade Asset Management, LLC | 25,712 | $2.74M | 0.34% | −860−3.2% | Reduced |
| Werlinich Asset Management, LLC | 25,765 | $2.74M | 2.41% | −90−0.3% | Reduced |
| Thoroughbred Financial Services, LLC | 25,816 | $2.75M | 0.41% | +212+0.8% | Added |
| CNB Bank | 25,845 | $2.75M | 1.67% | +812+3.2% | Added |
| Qtron Investments LLC | 25,888 | $2.75M | 0.57% | −2,515−8.9% | Reduced |
| Clarius Group, LLC | 25,976 | $2.76M | 0.23% | −81−0.3% | Reduced |
| Hunter Associates Investment Management LLC | 26,071 | $2.77M | 0.59% | −2,072−7.4% | Reduced |
| Hayek Kallen Investment Management | 26,092 | $2.78M | 1.26% | −974−3.6% | Reduced |
| IHT Wealth Management, LLC | 26,107 | $2.78M | 0.16% | +1,127+4.5% | Added |
| Drexel Morgan & Co. | 26,123 | $2.78M | 0.70% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 26,165 | $2.78M | 0.30% | −3,692−12.4% | Reduced |
| Patten Group, Inc. | 26,214 | $2.79M | 0.84% | +731+2.9% | Added |
| NTV Asset Management LLC | 26,240 | $2.79M | 0.52% | −1,493−5.4% | Reduced |
| Ontario Teachers Pension Plan Board | 26,250 | $2.79M | 0.03% | −7,787−22.9% | Reduced |
| River Wealth Advisors LLC | 26,448 | $2.81M | 0.51% | +3,701+16.3% | Added |
| Independent Financial Group, LLC | 26,504 | $2.82M | 0.23% | −1,216−4.4% | Reduced |
| Empire Financial Management Company, LLC | 26,537 | $2.82M | 1.15% | +26,537 | New |
| Curbstone Financial Management Corp | 26,586 | $2.83M | 0.69% | −1,000−3.6% | Reduced |
| Mission Wealth Management, LP | 26,624 | $2.83M | 0.12% | +33+0.1% | Added |
| Advisory Resource Group | 26,688 | $2.84M | 0.80% | +1,364+5.4% | Added |
| Tevis Investment Management | 26,696 | $2.84M | 2.89% | +122+0.5% | Added |
| Western Wealth Management, LLC | 26,710 | $2.84M | 0.26% | +45+0.2% | Added |
| Alliance Wealth Advisors, LLC | 26,776 | $2.85M | 1.15% | +873+3.4% | Added |
| TBH Global Asset Management, LLC | 26,830 | $2.85M | 0.61% | +1,948+7.8% | Added |
| Wellington Shields & Co., LLC | 26,866 | $2.86M | 0.64% | +1,356+5.3% | Added |
| Oak Harbor Wealth Partners, LLC | 26,912 | $2.86M | 1.04% | +110+0.4% | Added |
| Legacy Capital Group California, Inc. | 26,983 | $2.87M | 1.40% | +26,983 | New |
| Harbor Investment Advisory, LLC | 27,017 | $2.87M | 0.43% | +928+3.6% | Added |
| Mechanics Bank Trust Department | 27,050 | $2.88M | 0.48% | −1,516−5.3% | Reduced |
| VisionPoint Advisory Group, LLC | 24,586 | $2.89M | 1.27% | −24,450−49.9% | Reduced |
| Valley National Advisers Inc | 24,912 | $2.89M | 0.51% | +1,457+6.2% | Added |
| Horizon Kinetics Asset Management LLC | 27,162 | $2.89M | 0.06% | −8,099−23.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 27,156 | $2.89M | 0.38% | −2,844−9.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 27,174 | $2.89M | 0.33% | −657−2.4% | Reduced |
| Silicon Valley Capital Partners | 27,193 | $2.89M | 0.61% | +1,675+6.6% | Added |
| M Holdings Securities, Inc. | 27,227 | $2.90M | 0.30% | −45−0.2% | Reduced |
| Riverview Trust Co | 27,266 | $2.90M | 2.67% | −1,129−4.0% | Reduced |
| Brighton Jones LLC | 27,276 | $2.90M | 0.16% | −302−1.1% | Reduced |
| High Note Wealth, LLC | 27,304 | $2.90M | 1.20% | +144+0.5% | Added |
| Northstar Group, Inc. | 27,332 | $2.91M | 0.75% | −580−2.1% | Reduced |
| Rehmann Capital Advisory Group | 27,332 | $2.91M | 0.27% | −443−1.6% | Reduced |
| Duff & Phelps Investment Management Co | 27,377 | $2.91M | 0.04% | 00.0% | Unchanged |
| PFG Advisors | 27,392 | $2.91M | 0.24% | +2,133+8.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 27,467 | $2.92M | 0.09% | +1,955+7.7% | Added |
| Cubic Asset Management, LLC | 27,510 | $2.93M | 0.82% | −19−0.1% | Reduced |
| Andesa Financial Management Inc. | 62,950 | $2.93M | 1.52% | +27,068+75.4% | Added |
| Barometer Capital Management Inc. | 27,550 | $2.93M | 0.75% | −90,830−76.7% | Reduced |
| Murphy Pohlad Asset Management LLC | 27,561 | $2.93M | 1.21% | −2,070−7.0% | Reduced |
| Headinvest, LLC | 27,592 | $2.94M | 0.64% | +549+2.0% | Added |
| Nippon Life Global Investors Americas, Inc. | 27,640 | $2.94M | 0.19% | −4,590−14.2% | Reduced |
| Forum Financial Management, LP | 27,698 | $2.95M | 0.09% | −125−0.4% | Reduced |
| Stolper Co | 27,702 | $2.95M | 1.26% | +43+0.2% | Added |
| Johnson Financial Group, Inc. | 27,752 | $2.96M | 0.21% | +2,232+8.7% | Added |