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
- 3,188
- +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
- 1,210 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| LFA - Lugano Financial Advisors SA | 1,116 | $118.7K | 0.09% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,119 | $119.0K | 0.02% | +521+87.1% | Added |
| Toth Financial Advisory Corp | 1,134 | $120.7K | 0.02% | +87+8.3% | Added |
| Steward Financial Group LLC | 1,142 | $121.0K | 0.04% | +351+44.4% | Added |
| Baldrige Asset Management LLC | 1,143 | $122.0K | 0.05% | +12+1.1% | Added |
| America First Investment Advisors, LLC | 1,149 | $122.2K | 0.04% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,160 | $123.4K | 0.06% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,169 | $124.4K | 0.08% | +8+0.7% | Added |
| Earnest Partners LLC | 1,183 | $125.9K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,196 | $127.2K | 0.09% | +3+0.3% | Added |
| Hoese & Co LLP | 1,200 | $127.5K | 0.14% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,200 | $127.7K | 0.13% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 1,203 | $128.0K | 0.14% | +1,203 | New |
| Y.D. More Investments Ltd | 1,211 | $128.7K | 0.03% | +125+11.5% | Added |
| Essex Investment Management Co LLC | 1,219 | $129.7K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,226 | $130.4K | 0.04% | +1,226 | New |
| SJS Investment Consulting Inc. | 1,270 | $135.1K | 0.04% | +42+3.4% | Added |
| C M Bidwell & Associates Ltd | 1,282 | $136.4K | 0.10% | −2,771−68.4% | Reduced |
| West Financial Advisors, LLC | 1,284 | $136.6K | 0.04% | −2−0.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 1,308 | $139.2K | 0.02% | −150−10.3% | Reduced |
| True Wealth Design, LLC | 1,310 | $139.3K | 0.06% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,316 | $140.0K | 0.04% | +316+31.6% | Added |
| Tilia Fiduciary Partners, Inc. | 1,363 | $145.1K | 0.14% | +3+0.2% | Added |
| WR Wealth Planners, LLC | 1,375 | $146.3K | 0.06% | +1,085+374.1% | Added |
| Ridgewood Investments LLC | 1,474 | $156.9K | 0.10% | −3,986−73.0% | Reduced |
| GeoWealth Management, LLC | 1,489 | $159.0K | 0.02% | −108−6.8% | Reduced |
| Nkcfo LLC | 1,545 | $164.0K | 0.08% | 00.0% | Unchanged |
| Lansing Street Advisors | 1,545 | $164.4K | 0.10% | −995−39.2% | Reduced |
| Avion Wealth | 1,503 | $166.0K | 0.05% | +192+14.6% | Added |
| Financial Perspectives, Inc | 1,594 | $169.6K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,602 | $170.4K | 0.13% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,620 | $172.4K | 0.05% | +40+2.5% | Added |
| McClarren Financial Advisors, Inc. | 1,661 | $175.0K | 0.16% | +8+0.5% | Added |
| Garde Capital, Inc. | 1,663 | $177.0K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1,669 | $177.6K | 0.08% | 00.0% | Unchanged |
| First Community Trust NA | 1,690 | $179.8K | 0.21% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1,699 | $180.7K | 0.03% | −10,526−86.1% | Reduced |
| Abound Wealth Management | 1,705 | $181.4K | 0.08% | +141+9.0% | Added |
| Natixis Investment Managers International | 1,769 | $188.2K | 0.01% | −871−33.0% | Reduced |
| Lee Financial Co | 1,763 | $188.8K | 0.03% | −74−4.0% | Reduced |
| Ahrens Investment Partners LLC | 1,832 | $194.9K | 0.10% | +1,832 | New |
| Hills Bank & Trust Co | 1,840 | $195.8K | 0.03% | −248−11.9% | Reduced |
| Cascade Investment Advisors, Inc. | 1,846 | $196.4K | 0.16% | +1+0.1% | Added |
| Cranbrook Wealth Management, LLC | 1,851 | $196.9K | 0.06% | 00.0% | Unchanged |
| Todd Asset Management LLC | 1,880 | $200.0K | 0.00% | 00.0% | Unchanged |
| Bridgeworth, LLC | 1,889 | $201.0K | 0.03% | −74−3.8% | Reduced |
| Fortress Wealth Management, Inc. | 1,893 | $201.4K | 0.14% | 00.0% | Unchanged |
| Fortune 45 LLC | 1,895 | $201.6K | 0.20% | −1,537−44.8% | Reduced |
| Truvestments Capital LLC | 1,907 | $202.9K | 0.11% | −157−7.6% | Reduced |
| Financial Advisory Corp | 1,907 | $203.0K | 0.10% | −158−7.7% | Reduced |
| Werba Rubin Papier Wealth Management | 1,900 | $203.5K | 0.08% | +34+1.8% | Added |
| Ruggaard & Associates LLC | 1,915 | $203.7K | 0.13% | +1,915 | New |
| Bryant Woods Investment Advisors, LLC | 1,917 | $203.9K | 0.16% | +10+0.5% | Added |
| Chapman Investment Management, LLC | 1,920 | $204.3K | 0.17% | −1,056−35.5% | Reduced |
| Curran Financial Partners, LLC | 1,922 | $204.4K | 0.10% | +1,922 | New |
| Modus Advisors, LLC | 1,924 | $204.7K | 0.09% | +20+1.1% | Added |
| Cowa, LLC | 1,945 | $206.9K | 0.17% | −289−12.9% | Reduced |
| Geometric Wealth Advisors | 1,800 | $207.3K | 0.07% | +1,800 | New |
| Cahill Financial Advisors Inc | 1,954 | $207.9K | 0.04% | +1,954 | New |
| J.Safra Asset Management Corp | 1,961 | $208.6K | 0.03% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,961 | $208.7K | 0.07% | −269−12.1% | Reduced |
| Caerus Investment Advisors, LLC | 1,963 | $208.8K | 0.24% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 1,960 | $209.0K | 0.03% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,973 | $209.9K | 0.03% | +9+0.5% | Added |
| Rock Point Advisors, LLC | 1,974 | $210.0K | 0.07% | −360−15.4% | Reduced |
| Front Barnett Associates LLC | 1,975 | $210.0K | 0.02% | −10−0.5% | Reduced |
| Pensionmark Financial Group, LLC | 1,962 | $210.2K | 0.04% | −12−0.6% | Reduced |
| Waterloo Capital, L.P. | 1,982 | $210.9K | 0.07% | +1,982 | New |
| Gray Wealth Management Inc. | 1,989 | $211.6K | 0.12% | +96+5.1% | Added |
| Centerpoint Advisors, LLC | 1,995 | $212.0K | 0.09% | +448+29.0% | Added |
| Sterling Financial Planning, Inc. | 2,000 | $212.8K | 0.12% | −93−4.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 2,000 | $212.8K | 0.01% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,000 | $212.8K | 0.19% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,000 | $213.0K | 0.02% | −1,380−40.8% | Reduced |
| One Day In July LLC | 2,004 | $213.2K | 0.04% | −21−1.0% | Reduced |
| BEAM Asset Management, LLC | 2,009 | $213.7K | 0.21% | −15−0.7% | Reduced |
| SL Advisors, LLC | 2,012 | $214.1K | 0.46% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 2,019 | $214.8K | 0.26% | +19+1.0% | Added |
| Baron Financial Group, LLC | 2,022 | $215.1K | 0.14% | +22+1.1% | Added |
| TrueWealth Advisors, LLC | 2,022 | $215.1K | 0.09% | +26+1.3% | Added |
| Whitcomb & Hess, Inc. | 2,023 | $215.2K | 0.08% | +2,023 | New |
| JMG Financial Group, Ltd. | 2,033 | $216.0K | 0.01% | −72−3.4% | Reduced |
| Leading Edge Financial Planning LLC | 2,031 | $216.1K | 0.16% | +8+0.4% | Added |
| Corrado Advisors, LLC | 2,040 | $217.0K | 0.14% | +15+0.7% | Added |
| Bell Investment Advisors, Inc | 2,040 | $217.0K | 0.05% | +42+2.1% | Added |
| Tamar Securities, LLC | 2,048 | $217.9K | 0.06% | −633−23.6% | Reduced |
| ML & R Wealth Management LLC | 2,049 | $218.0K | 0.06% | +2,049 | New |
| Jacobson & Schmitt Advisors, LLC | 2,050 | $218.1K | 0.06% | +2,050 | New |
| Warwick Investment Management, Inc. | 2,053 | $218.4K | 0.09% | +23+1.1% | Added |
| Arcadia Investment Management Corp | 2,055 | $218.6K | 0.05% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 6,759 | $218.7K | 0.25% | +2,029+42.9% | Added |
| Valicenti Advisory Services Inc | 2,070 | $220.0K | 0.07% | −236−10.2% | Reduced |
| Midwest Financial Group LLC | 2,072 | $220.0K | 0.20% | +2,072 | New |
| Menard Financial Group LLC | 2,072 | $220.4K | 0.51% | +7+0.3% | Added |
| Peninsula Wealth, LLC | 2,091 | $222.5K | 0.06% | +274+15.1% | Added |
| NovaPoint Capital, LLC | 2,097 | $223.1K | 0.09% | +3+0.1% | Added |
| Gould Asset Management LLC | 2,098 | $223.2K | 0.06% | −25−1.2% | Reduced |
| Hohimer Wealth Management, LLC | 2,098 | $223.2K | 0.06% | 00.0% | Unchanged |
| Dock Street Asset Management Inc | 2,106 | $224.1K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 2,113 | $224.8K | 0.12% | +2,113 | New |