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 |
|---|---|---|---|---|---|
| Cypress Asset Management Inc | 40,901 | $4.35M | 1.50% | −810−1.9% | Reduced |
| Wealthcare Advisory Partners LLC | 40,916 | $4.35M | 0.19% | +645+1.6% | Added |
| Whitener Capital Management, Inc. | 40,945 | $4.36M | 1.82% | −1,389−3.3% | Reduced |
| Hudson Value Partners, LLC | 41,096 | $4.37M | 2.49% | +60+0.1% | Added |
| Hengehold Capital Management LLC | 41,100 | $4.37M | 0.60% | −1,237−2.9% | Reduced |
| TFC Financial Management | 41,133 | $4.38M | 1.13% | +387+0.9% | Added |
| Keel Point, LLC | 41,381 | $4.40M | 0.64% | +32,767+380.4% | Added |
| Allworth Financial LP | 41,415 | $4.41M | 0.04% | +4,336+11.7% | Added |
| Conning Inc. | 41,432 | $4.41M | 0.15% | −57,728−58.2% | Reduced |
| Global Retirement Partners, LLC | 37,349 | $4.42M | 0.23% | +7,709+26.0% | Added |
| Albion Financial Group | 41,640 | $4.43M | 0.41% | −1,265−2.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 41,793 | $4.45M | 0.31% | −1,061−2.5% | Reduced |
| Spinnaker Trust | 41,854 | $4.45M | 0.34% | −185−0.4% | Reduced |
| NEIRG Wealth Management, LLC | 41,941 | $4.46M | 0.77% | +98+0.2% | Added |
| Ancora Advisors, LLC | 41,951 | $4.46M | 0.13% | +135+0.3% | Added |
| Clear Harbor Asset Management, LLC | 41,987 | $4.47M | 0.46% | +7,974+23.4% | Added |
| KMG Fiduciary Partners, LLC | 42,008 | $4.47M | 0.64% | −29,894−41.6% | Reduced |
| Chatham Capital Group, Inc. | 42,020 | $4.47M | 1.00% | +110+0.3% | Added |
| HighTower Trust Services, LTA | 41,547 | $4.47M | 0.44% | −8,814−17.5% | Reduced |
| SlateStone Wealth, LLC | 42,090 | $4.48M | 0.93% | +4,408+11.7% | Added |
| Equitable Holdings, Inc. | 42,112 | $4.48M | 0.07% | +11,535+37.7% | Added |
| Dean Investment Associates, LLC | 42,130 | $4.48M | 0.72% | −9,958−19.1% | Reduced |
| SFMG, LLC | 42,277 | $4.50M | 0.48% | +994+2.4% | Added |
| Hilltop Holdings Inc. | 42,314 | $4.50M | 0.61% | −734−1.7% | Reduced |
| Beddow Capital Management Inc | 42,317 | $4.50M | 2.26% | −611−1.4% | Reduced |
| Bray Capital Advisors | 42,375 | $4.51M | 1.32% | −548−1.3% | Reduced |
| Phoenix Holdings Ltd. | 42,315 | $4.54M | 0.10% | +19,787+87.8% | Added |
| Strategy Asset Managers LLC | 42,753 | $4.55M | 1.11% | +3,776+9.7% | Added |
| Harbor Capital Advisors, Inc. | 42,791 | $4.55M | 1.31% | +41,991+5,248.9% | Added |
| LS Investment Advisors, LLC | 42,926 | $4.57M | 0.85% | +12,020+38.9% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 43,100 | $4.59M | 0.99% | −5,055−10.5% | Reduced |
| First Financial Bank - Trust Division | 43,196 | $4.60M | 0.49% | −725−1.7% | Reduced |
| Leavell Investment Management, Inc. | 42,924 | $4.60M | 0.33% | −3,015−6.6% | Reduced |
| Arete Wealth Advisors, LLC | 43,263 | $4.60M | 0.38% | −677−1.5% | Reduced |
| Ascent Group, LLC | 43,345 | $4.61M | 0.49% | −8,780−16.8% | Reduced |
| Black Creek Investment Management Inc. | 43,500 | $4.63M | 0.17% | +4,500+11.5% | Added |
| RSM US Wealth Management LLC | 43,667 | $4.65M | 0.16% | +34,408+371.6% | Added |
| TNF LLC | 40,595 | $4.69M | 2.11% | −1,400−3.3% | Reduced |
| Finer Wealth Management, Inc. | 44,081 | $4.69M | 3.96% | +1,194+2.8% | Added |
| Bailard, Inc. | 44,353 | $4.72M | 0.17% | +120+0.3% | Added |
| Tectonic Advisors LLC | 44,381 | $4.72M | 0.65% | +7,491+20.3% | Added |
| DF Dent & Co Inc | 44,382 | $4.72M | 0.07% | −1,864−4.0% | Reduced |
| Hodges Capital Management Inc. | 38,552 | $4.73M | 0.39% | −4,847−11.2% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,473 | $4.73M | 1.21% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 44,550 | $4.74M | 0.14% | −3,050−6.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 44,564 | $4.74M | 0.19% | −2,949−6.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 44,580 | $4.74M | 0.43% | +4,247+10.5% | Added |
| Foster & Motley Inc | 44,587 | $4.74M | 0.39% | +4,587+11.5% | Added |
| Journey Advisory Group, LLC | 44,644 | $4.75M | 0.75% | −718−1.6% | Reduced |
| Trustmark National Bank Trust Department | 44,672 | $4.75M | 0.43% | +23+0.1% | Added |
| Chesapeake Asset Management LLC | 44,674 | $4.75M | 4.35% | +44,674 | New |
| Lake Street Advisors Group, LLC | 44,855 | $4.77M | 0.29% | +711+1.6% | Added |
| Patton Albertson Miller Group, LLC | 44,861 | $4.77M | 0.87% | +2,874+6.8% | Added |
| Avitas Wealth Management LLC | 44,871 | $4.77M | 0.93% | −505−1.1% | Reduced |
| Scott & Selber, Inc. | 45,039 | $4.79M | 2.04% | +110+0.2% | Added |
| Monte Financial Group, LLC | 45,066 | $4.79M | 2.53% | −7,880−14.9% | Reduced |
| WealthTrust Axiom LLC | 45,187 | $4.81M | 1.64% | −1,056−2.3% | Reduced |
| Mogy Joel R Investment Counsel Inc | 45,237 | $4.81M | 0.43% | +10.0% | Added |
| Merit Financial Group, LLC | 45,239 | $4.81M | 0.18% | −855−1.9% | Reduced |
| Hendley & Co Inc | 45,267 | $4.82M | 2.16% | −37−0.1% | Reduced |
| Personal Cfo Solutions, LLC | 45,448 | $4.84M | 1.00% | −948−2.0% | Reduced |
| FWL Investment Management, LLC | 45,578 | $4.85M | 3.57% | −2,137−4.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 45,594 | $4.85M | 0.17% | −1,564−3.3% | Reduced |
| Belpointe Asset Management LLC | 45,595 | $4.85M | 0.26% | −5,983−11.6% | Reduced |
| J.W. Cole Advisors, Inc. | 45,813 | $4.87M | 0.35% | +257+0.6% | Added |
| QV Investors Inc. | 45,812 | $4.87M | 0.46% | −2,470−5.1% | Reduced |
| Girard Partners Ltd. | 45,844 | $4.88M | 0.54% | −838−1.8% | Reduced |
| Jackson Square Capital, LLC | 45,976 | $4.89M | 2.19% | +39,119+570.5% | Added |
| Rench Wealth Management, Inc. | 46,079 | $4.90M | 2.35% | −13,557−22.7% | Reduced |
| Rowland & Co Investment Counsel | 46,153 | $4.91M | 1.19% | −245−0.5% | Reduced |
| Dynamic Advisor Solutions LLC | 46,166 | $4.91M | 0.29% | −924−2.0% | Reduced |
| Cozad Asset Management Inc | 46,285 | $4.92M | 0.65% | −1,179−2.5% | Reduced |
| Loomis Sayles & Co L P | 46,449 | $4.94M | 0.01% | −3,394−6.8% | Reduced |
| Fiduciary Alliance LLC | 46,605 | $4.96M | 1.24% | +3,168+7.3% | Added |
| Founders Capital Management | 46,628 | $4.96M | 3.79% | −290−0.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 46,655 | $4.96M | 3.56% | +1,856+4.1% | Added |
| Abbrea Capital, LLC | 46,417 | $4.97M | 0.84% | +360+0.8% | Added |
| Plimoth Trust Co LLC | 46,749 | $4.97M | 1.54% | +1,107+2.4% | Added |
| Quest Investment Management LLC | 46,794 | $4.98M | 0.68% | +28,794+160.0% | Added |
| Greylin Investment Mangement Inc | 46,910 | $4.99M | 0.91% | −35−0.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 46,974 | $5.00M | 1.82% | −1,578−3.3% | Reduced |
| Shelton Capital Management | 47,211 | $5.02M | 0.21% | +36,211+329.2% | Added |
| Chicago Trust Co NA | 47,294 | $5.03M | 1.26% | −6,371−11.9% | Reduced |
| Investment Management of Virginia LLC | 47,434 | $5.05M | 0.96% | −148−0.3% | Reduced |
| Coastline Trust Co | 47,587 | $5.06M | 0.75% | −5,114−9.7% | Reduced |
| tru Independence LLC | 47,770 | $5.08M | 1.64% | −11,355−19.2% | Reduced |
| Citizens National Bank Trust Department | 47,868 | $5.09M | 1.41% | −2,500−5.0% | Reduced |
| Buck Wealth Strategies, LLC | 47,955 | $5.10M | 2.49% | +47,955 | New |
| Philadelphia Trust Co | 48,045 | $5.11M | 0.52% | −55−0.1% | Reduced |
| SS&H Financial Advisors, Inc. | 48,067 | $5.11M | 2.34% | +2,167+4.7% | Added |
| Warren Averett Asset Management, LLC | 48,073 | $5.11M | 0.27% | +7,874+19.6% | Added |
| Pittenger & Anderson Inc | 48,085 | $5.12M | 0.26% | +65+0.1% | Added |
| Quantitative Investment Management, LLC | 48,177 | $5.13M | 1.08% | +48,177 | New |
| Meridian Wealth Advisors, LLC | 48,289 | $5.14M | 1.29% | −80.0% | Reduced |
| Comerica Securities,inc. | 48,017 | $5.14M | 0.37% | +130.0% | Added |
| Sandhill Capital Partners LLC | 48,441 | $5.15M | 0.49% | −6,416−11.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 48,584 | $5.17M | 0.22% | −477−1.0% | Reduced |
| Signaturefd, LLC | 48,630 | $5.17M | 0.14% | +2,527+5.5% | Added |
| Sandy Spring Bank | 48,911 | $5.20M | 0.30% | −1,152−2.3% | Reduced |
| Baugh & Associates, LLC | 48,179 | $5.22M | 3.33% | −1,076−2.2% | Reduced |