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 |
|---|---|---|---|---|---|
| Bridgeway Capital Management, LLC | 28,035 | $2.98M | 0.08% | −1,750−5.9% | Reduced |
| Laidlaw Wealth Management LLC | 28,053 | $2.98M | 0.61% | −5,134−15.5% | Reduced |
| Convergence Investment Partners, LLC | 28,075 | $2.99M | 1.76% | −322−1.1% | Reduced |
| Pensionfund Sabic | 28,100 | $2.99M | 1.04% | −6,400−18.6% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 28,210 | $3.00M | 0.71% | +7,749+37.9% | Added |
| Capital Investment Advisory Services, LLC | 28,220 | $3.00M | 0.35% | −1,336−4.5% | Reduced |
| Schmidt P J Investment Management Inc | 26,147 | $3.01M | 0.63% | +102+0.4% | Added |
| Csenge Advisory Group | 28,319 | $3.01M | 0.22% | −1,883−6.2% | Reduced |
| Centre Asset Management, LLC | 28,322 | $3.01M | 0.73% | +460+1.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,473 | $3.03M | 1.52% | +250+0.9% | Added |
| Cyrus J. Lawrence, LLC | 28,482 | $3.03M | 0.88% | −347−1.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 28,553 | $3.04M | 0.36% | +1,986+7.5% | Added |
| Archer Investment Corp | 28,353 | $3.05M | 1.13% | +576+2.1% | Added |
| AIMZ Investment Advisors, LLC | 28,723 | $3.06M | 1.37% | −649−2.2% | Reduced |
| Mountain Capital Investment Advisors, Inc | 26,518 | $3.07M | 1.35% | +1,624+6.5% | Added |
| Shoker Investment Counsel, Inc. | 28,817 | $3.07M | 1.34% | −293−1.0% | Reduced |
| Mayflower Financial Advisors, LLC | 28,871 | $3.07M | 0.40% | +737+2.6% | Added |
| StoneX Group Inc. | 28,753 | $3.08M | 0.34% | +6,937+31.8% | Added |
| Berkeley, Inc | 29,012 | $3.09M | 2.24% | −671−2.3% | Reduced |
| BFSG, LLC | 29,104 | $3.10M | 0.57% | +179+0.6% | Added |
| Mather Group, LLC. | 29,105 | $3.10M | 0.06% | +1,478+5.3% | Added |
| Trust Asset Management LLC | 29,128 | $3.10M | 0.35% | +568+2.0% | Added |
| First PREMIER Bank | 29,127 | $3.10M | 0.90% | −391−1.3% | Reduced |
| Paradigm Asset Management Co LLC | 29,188 | $3.11M | 0.85% | −100−0.3% | Reduced |
| Harvey Investment Co LLC | 29,254 | $3.11M | 0.39% | 00.0% | Unchanged |
| Community Trust & Investment Co | 29,266 | $3.11M | 0.27% | +3,344+12.9% | Added |
| Callahan Advisors, LLC | 29,324 | $3.12M | 0.40% | +80.0% | Added |
| Essex Savings Bank | 29,369 | $3.12M | 1.09% | −914−3.0% | Reduced |
| Chelsea Counsel Co | 29,221 | $3.13M | 1.52% | +100+0.3% | Added |
| Winton Group Ltd | 29,512 | $3.14M | 0.19% | −23,147−44.0% | Reduced |
| Windward Capital Management Co | 29,548 | $3.14M | 0.29% | +29,548 | New |
| Hall Laurie J Trustee | 29,575 | $3.15M | 1.34% | +650+2.2% | Added |
| CAPROCK Group, Inc. | 29,435 | $3.15M | 0.24% | +733+2.6% | Added |
| Telemus Capital, LLC | 29,731 | $3.16M | 0.28% | +801+2.8% | Added |
| Inscription Capital, LLC | 29,735 | $3.16M | 0.84% | +103+0.3% | Added |
| Welch Group, LLC | 29,790 | $3.17M | 0.18% | +50.0% | Added |
| Mount Yale Investment Advisors, LLC | 29,840 | $3.17M | 0.36% | −2,239−7.0% | Reduced |
| IMA Wealth, Inc. | 29,850 | $3.18M | 0.82% | −2,286−7.1% | Reduced |
| Allegheny Financial Group LTD | 29,867 | $3.18M | 1.28% | +465+1.6% | Added |
| Graphene Investments SAS | 30,000 | $3.19M | 2.13% | −2,800−8.5% | Reduced |
| Costello Asset Management, INC | 30,183 | $3.21M | 3.31% | −11,747−28.0% | Reduced |
| BerganKDV Wealth Management, LLC | 30,305 | $3.22M | 0.33% | −783−2.5% | Reduced |
| Silvant Capital Management LLC | 30,150 | $3.23M | 0.21% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 30,397 | $3.23M | 1.55% | −1,940−6.0% | Reduced |
| SNS Financial Group, LLC | 30,180 | $3.23M | 0.43% | −6,843−18.5% | Reduced |
| Proequities, Inc. | 30,228 | $3.24M | 0.25% | +286+1.0% | Added |
| Atlantic Trust, LLC | 30,462 | $3.24M | 1.03% | −1,436−4.5% | Reduced |
| Duncker Streett & Co Inc | 30,515 | $3.25M | 0.77% | −2,018−6.2% | Reduced |
| Vickerman Investment Advisors, Inc. | 30,558 | $3.25M | 1.28% | −1,087−3.4% | Reduced |
| Affinity Investment Advisors, LLC | 30,561 | $3.25M | 1.74% | −11,311−27.0% | Reduced |
| BigSur Wealth Management LLC | 30,403 | $3.26M | 1.53% | +1,000+3.4% | Added |
| Cigna Investments Inc | 30,743 | $3.27M | 0.65% | −522−1.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 30,753 | $3.27M | 0.66% | +2,844+10.2% | Added |
| Asio Capital, LLC | 30,863 | $3.28M | 0.85% | −14,260−31.6% | Reduced |
| Axxcess Wealth Management, LLC | 30,934 | $3.29M | 0.26% | +4,421+16.7% | Added |
| Checchi Capital Advisers, LLC | 30,943 | $3.29M | 0.32% | +949+3.2% | Added |
| Aries Wealth Management | 30,947 | $3.29M | 1.35% | +61+0.2% | Added |
| Lodestone Wealth Management LLC | 31,003 | $3.30M | 2.54% | +130.0% | Added |
| 180 Wealth Advisors, LLC | 31,030 | $3.30M | 0.77% | −1,482−4.6% | Reduced |
| Fluent Financial, LLC | 31,043 | $3.30M | 2.26% | +31,043 | New |
| Hartford Financial Management Inc. | 31,071 | $3.31M | 0.85% | −916−2.9% | Reduced |
| Main Street Financial Solutions, LLC | 31,070 | $3.31M | 0.48% | −1,034−3.2% | Reduced |
| EagleClaw Capital Managment, LLC | 31,168 | $3.32M | 0.78% | −50−0.2% | Reduced |
| 44 Wealth Management LLC | 31,179 | $3.32M | 1.12% | +1,426+4.8% | Added |
| Pinkerton Retirement Specialists, LLC | 31,357 | $3.34M | 0.62% | +3,488+12.5% | Added |
| Nicollet Investment Management, Inc. | 31,362 | $3.34M | 1.74% | −1,238−3.8% | Reduced |
| Legacy Private Trust Co. | 31,393 | $3.34M | 0.28% | −12,848−29.0% | Reduced |
| Secure Asset Management, LLC | 31,497 | $3.35M | 1.12% | +886+2.9% | Added |
| Quadrant Capital Group LLC | 31,510 | $3.35M | 0.35% | +535+1.7% | Added |
| Liontrust Investment Partners LLP | 31,552 | $3.36M | 0.05% | +31,552 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $3.37M | 1.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 31,735 | $3.38M | 0.57% | −90−0.3% | Reduced |
| SG Americas Securities, LLC | 31,826 | $3.39M | 0.05% | +13,580+74.4% | Added |
| Financial Partners Group, LLC | 31,935 | $3.40M | 1.78% | +288+0.9% | Added |
| Smithfield Trust Co | 32,013 | $3.40M | 0.22% | +661+2.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 32,006 | $3.41M | 1.93% | +1,172+3.8% | Added |
| Veriti Management LLC | 32,051 | $3.41M | 0.40% | +3,204+11.1% | Added |
| Wilkinson Global Asset Management LLC | 32,125 | $3.42M | 0.27% | −1,240−3.7% | Reduced |
| Delta Financial Group, Inc. | 32,210 | $3.43M | 1.35% | −1,795−5.3% | Reduced |
| Abbot Financial Management, Inc. | 32,230 | $3.43M | 2.30% | −674−2.0% | Reduced |
| Harbor Advisory Corp | 32,233 | $3.43M | 1.31% | −355−1.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 32,074 | $3.44M | 0.27% | −955−2.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 32,331 | $3.44M | 1.16% | +1,456+4.7% | Added |
| Wahed Invest LLC | 32,439 | $3.45M | 1.49% | +91+0.3% | Added |
| Wisconsin Capital Management LLC | 32,449 | $3.45M | 2.35% | −14,185−30.4% | Reduced |
| EverSource Wealth Advisors, LLC | 32,679 | $3.48M | 0.43% | +589+1.8% | Added |
| Stokes Capital Advisors, LLC | 32,695 | $3.48M | 1.18% | −703−2.1% | Reduced |
| Essex LLC | 31,522 | $3.50M | 1.06% | 00.0% | Unchanged |
| Iowa State Bank | 32,945 | $3.51M | 0.88% | −5,278−13.8% | Reduced |
| Madison Asset Management, LLC | 33,086 | $3.52M | 0.05% | −4,599−12.2% | Reduced |
| Means Investment Co., Inc. | 33,135 | $3.53M | 0.62% | −315−0.9% | Reduced |
| Alpha Omega Wealth Management LLC | 33,283 | $3.54M | 0.61% | −3,940−10.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 33,359 | $3.55M | 0.87% | −25−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 33,505 | $3.56M | 1.41% | −463−1.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 33,615 | $3.58M | 2.56% | +33,615 | New |
| Owen LaRue, LLC | 32,031 | $3.59M | 3.88% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 33,894 | $3.61M | 0.76% | +33,894 | New |
| Lifeworks Advisors, LLC | 33,948 | $3.61M | 1.71% | −5,316−13.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $3.62M | 1.41% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 34,049 | $3.62M | 0.84% | +2,330+7.3% | Added |