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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 34,066 | $3.62M | 0.56% | +2,020+6.3% | Added |
| Altrius Capital Management Inc | 34,221 | $3.64M | 1.11% | −256−0.7% | Reduced |
| First City Capital Management, Inc. | 31,636 | $3.65M | 2.14% | +436+1.4% | Added |
| Huber Capital Management LLC | 34,370 | $3.66M | 0.91% | 00.0% | Unchanged |
| Keene & Associates, Inc. | 34,420 | $3.66M | 2.84% | −2,148−5.9% | Reduced |
| Marathon Capital Management | 34,484 | $3.67M | 0.90% | −11,261−24.6% | Reduced |
| Blue Fin Capital, Inc. | 31,283 | $3.67M | 1.19% | +87+0.3% | Added |
| 3Chopt Investment Partners, LLC | 34,280 | $3.67M | 1.96% | +27+0.1% | Added |
| Walter & Keenan Financial Consulting Co | 34,515 | $3.67M | 1.39% | −1,810−5.0% | Reduced |
| Chilton Capital Management LLC | 34,553 | $3.68M | 0.21% | +903+2.7% | Added |
| Arvest Trust Co N A | 34,570 | $3.68M | 0.23% | −6,599−16.0% | Reduced |
| Tealwood Asset Management Inc | 34,623 | $3.68M | 1.88% | −9,032−20.7% | Reduced |
| Fred Alger Management, LLC | 34,657 | $3.69M | 0.02% | −74,703−68.3% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 34,662 | $3.69M | 3.13% | +10.0% | Added |
| Court Place Advisors, LLC | 34,664 | $3.69M | 1.34% | −473−1.3% | Reduced |
| Graypoint LLC | 34,699 | $3.69M | 0.40% | +1,039+3.1% | Added |
| Herold Advisors, Inc. | 34,849 | $3.71M | 1.28% | +3,585+11.5% | Added |
| Strategic Blueprint, LLC | 34,902 | $3.71M | 0.38% | +1,231+3.7% | Added |
| Pegasus Asset Management, Inc. | 34,909 | $3.71M | 1.84% | +220+0.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,092 | $3.72M | 0.98% | −2,302−6.2% | Reduced |
| Opus Investment Management Inc | 35,000 | $3.72M | 1.35% | 00.0% | Unchanged |
| Holderness Investments Co | 35,116 | $3.74M | 1.49% | +586+1.7% | Added |
| Stonegate Investment Group, LLC | 35,143 | $3.74M | 0.14% | +487+1.4% | Added |
| Pettee Investors, Inc. | 35,158 | $3.74M | 1.79% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 35,195 | $3.74M | 1.08% | +266+0.8% | Added |
| Lake Street Financial LLC | 35,205 | $3.75M | 0.70% | +1,777+5.3% | Added |
| Legato Capital Management LLC | 35,327 | $3.76M | 0.68% | +7,500+27.0% | Added |
| South State Corp. | 35,357 | $3.76M | 0.35% | +104+0.3% | Added |
| Burney Co | 35,418 | $3.77M | 0.19% | −1,194−3.3% | Reduced |
| Charter Research & Investment Group, Inc. | 35,567 | $3.78M | 3.31% | +30+0.1% | Added |
| TSP Capital Management Group, LLC | 35,629 | $3.79M | 1.37% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 35,710 | $3.80M | 0.58% | −1,848−4.9% | Reduced |
| Sumitomo Life Insurance Co | 35,747 | $3.80M | 0.32% | −8,510−19.2% | Reduced |
| GSB Wealth Management, LLC | 35,758 | $3.80M | 1.24% | −994−2.7% | Reduced |
| Wexford Capital LP | 35,867 | $3.82M | 0.79% | +35,867 | New |
| Harbour Capital Advisors, LLC | 35,899 | $3.82M | 1.16% | +1,894+5.6% | Added |
| Modera Wealth Management, LLC | 36,062 | $3.84M | 0.15% | +536+1.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 36,071 | $3.84M | 1.22% | +772+2.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 36,082 | $3.84M | 2.94% | 00.0% | Unchanged |
| Family Legacy, Inc. | 36,172 | $3.85M | 1.65% | +648+1.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 36,200 | $3.85M | 0.05% | −15,000−29.3% | Reduced |
| Washington Trust Co | 36,235 | $3.86M | 0.17% | +892+2.5% | Added |
| Allen Investment Management LLC | 36,338 | $3.87M | 0.06% | 00.0% | Unchanged |
| RFG Advisory, LLC | 36,357 | $3.87M | 0.19% | −520−1.4% | Reduced |
| Marino, Stram & Associates LLC | 36,521 | $3.89M | 1.17% | +204+0.6% | Added |
| Miracle Mile Advisors, LLC | 36,629 | $3.90M | 0.13% | −5,981−14.0% | Reduced |
| Intrust Bank NA | 36,646 | $3.90M | 0.50% | +2,946+8.7% | Added |
| Benjamin Edwards Inc | 36,735 | $3.91M | 0.95% | −3,266−8.2% | Reduced |
| Legacy CG, LLC | 36,733 | $3.91M | 1.98% | +1,134+3.2% | Added |
| Hancock Whitney Corp | 36,745 | $3.91M | 0.16% | +1,681+4.8% | Added |
| Nelson Capital Management, LLC | 36,797 | $3.92M | 1.11% | −1,101−2.9% | Reduced |
| Signature Wealth Management Group | 36,939 | $3.93M | 1.86% | −709−1.9% | Reduced |
| Foundations Investment Advisors, LLC | 36,986 | $3.93M | 0.14% | +9,390+34.0% | Added |
| Perfromance Wealth Partners, LLC | 37,001 | $3.94M | 0.20% | +10,134+37.7% | Added |
| Moreno Evelyn V | 37,032 | $3.94M | 0.89% | −4,383−10.6% | Reduced |
| Consolidated Planning Corp | 37,085 | $3.95M | 1.02% | +9,354+33.7% | Added |
| Beech Hill Advisors, Inc. | 37,151 | $3.95M | 1.99% | −34,335−48.0% | Reduced |
| Arden Trust Co | 37,176 | $3.96M | 0.71% | −6,098−14.1% | Reduced |
| Cox Capital Mgt LLC | 37,189 | $3.96M | 2.86% | +100.0% | Added |
| Leelyn Smith, LLC | 37,270 | $3.97M | 1.01% | +905+2.5% | Added |
| McGinn Investment Management, Inc. | 37,353 | $3.97M | 3.03% | −136−0.4% | Reduced |
| Desjardins Global Asset Management Inc. | 37,365 | $3.97M | 0.50% | +6,167+19.8% | Added |
| Millennium Management LLC | 37,451 | $3.98M | 0.00% | −1,400,471−97.4% | Reduced |
| Shepherd Financial Partners LLC | 37,460 | $3.99M | 0.67% | +952+2.6% | Added |
| GQG Partners LLC | 37,580 | $4.00M | 0.01% | +4,009+11.9% | Added |
| Schnieders Capital Management LLC | 37,820 | $4.02M | 0.90% | +51+0.1% | Added |
| Townsend & Associates, Inc | 34,983 | $4.04M | 1.62% | −14,249−28.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 36,612 | $4.06M | 1.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 38,392 | $4.08M | 0.47% | +1,016+2.7% | Added |
| Essex Financial Services, Inc. | 38,483 | $4.09M | 0.43% | −505−1.3% | Reduced |
| Horan Capital Advisors, LLC. | 38,571 | $4.10M | 1.69% | −29−0.1% | Reduced |
| Prestige Wealth Management Group LLC | 38,505 | $4.12M | 1.04% | +7,020+22.3% | Added |
| Uncommon Cents Investing LLC | 39,013 | $4.15M | 1.52% | −951−2.4% | Reduced |
| Ropes Wealth Advisors LLC | 39,183 | $4.17M | 0.75% | −1,129−2.8% | Reduced |
| First National Bank & Trust Co of Newtown | 39,296 | $4.18M | 0.92% | −695−1.7% | Reduced |
| Meritage Portfolio Management | 39,325 | $4.18M | 0.31% | +890+2.3% | Added |
| Tudor Investment Corp Et Al | 39,331 | $4.18M | 0.08% | +39,331 | New |
| PKO Investment Management Joint-Stock Co | 39,376 | $4.19M | 0.55% | +2,000+5.4% | Added |
| Resources Management Corp | 44,426 | $4.19M | 0.84% | +27,124+156.8% | Added |
| Wealthspire Advisors, LLC | 39,396 | $4.19M | 0.07% | −6,941−15.0% | Reduced |
| Change Path, LLC | 39,467 | $4.20M | 0.21% | +10,317+35.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 39,485 | $4.20M | 2.24% | −2,414−5.8% | Reduced |
| Petredis Investment Advisors LLC | 39,616 | $4.21M | 0.66% | +575+1.5% | Added |
| RBA Wealth Management, LLC | 39,658 | $4.22M | 2.10% | +1,532+4.0% | Added |
| Cobblestone Capital Advisors LLC | 39,680 | $4.22M | 0.31% | −1,029−2.5% | Reduced |
| Searle & Co. | 36,690 | $4.24M | 1.39% | −216−0.6% | Reduced |
| Ziegler Capital Management, LLC | 39,906 | $4.25M | 0.17% | −4,511−10.2% | Reduced |
| Scissortail Wealth Management, LLC | 39,951 | $4.25M | 3.83% | −28,513−41.6% | Reduced |
| Texas Yale Capital Corp. | 40,108 | $4.27M | 0.22% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 36,860 | $4.29M | 0.52% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 40,338 | $4.29M | 0.40% | +50.0% | Added |
| Beverly Hills Private Wealth, LLC | 40,358 | $4.29M | 1.33% | +11,519+39.9% | Added |
| Westover Capital Advisors, LLC | 40,403 | $4.30M | 1.59% | −851−2.1% | Reduced |
| White Pine Capital LLC | 40,418 | $4.30M | 1.67% | −1,048−2.5% | Reduced |
| Waldron Private Wealth LLC | 40,195 | $4.31M | 0.21% | +4,211+11.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 40,510 | $4.31M | 0.97% | 00.0% | Unchanged |
| Wright Investors Service Inc | 40,536 | $4.31M | 1.23% | +1,552+4.0% | Added |
| AdvisorNet Financial, Inc | 40,605 | $4.32M | 0.40% | −1,720−4.1% | Reduced |
| Capital Planning Advisors, LLC | 40,675 | $4.33M | 0.92% | −554−1.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 40,728 | $4.33M | 1.56% | −2,538−5.9% | Reduced |