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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 49,105 | $5.22M | 0.32% | −2,108−4.1% | Reduced |
| Stratos Wealth Advisors, LLC | 49,260 | $5.24M | 0.40% | +512+1.1% | Added |
| Birmingham Capital Management Co Inc | 49,323 | $5.25M | 2.09% | −2,576−5.0% | Reduced |
| Bridgecreek Investment Management, LLC | 49,370 | $5.25M | 1.08% | −1,100−2.2% | Reduced |
| Demars Financial Group, LLC | 49,390 | $5.25M | 2.90% | −1,352−2.7% | Reduced |
| Cornercap Investment Counsel Inc | 49,502 | $5.27M | 0.93% | −1,994−3.9% | Reduced |
| Endurant Capital Management LP | 49,573 | $5.27M | 2.71% | −76,430−60.7% | Reduced |
| M. Kulyk & Associates, LLC | 49,694 | $5.29M | 1.60% | +2,211+4.7% | Added |
| Excalibur Management Corp | 49,868 | $5.31M | 2.75% | −315−0.6% | Reduced |
| Jarislowsky, Fraser Ltd | 50,105 | $5.33M | 0.03% | +1,395+2.9% | Added |
| Hanson & Doremus Investment Management | 50,267 | $5.35M | 1.19% | −7,757−13.4% | Reduced |
| Verdence Capital Advisors LLC | 50,405 | $5.36M | 0.65% | −5,216−9.4% | Reduced |
| Ostrum Asset Management | 50,472 | $5.37M | 0.47% | +50,472 | New |
| China Universal Asset Management Co., Ltd. | 50,193 | $5.37M | 1.82% | −14,571−22.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 50,522 | $5.38M | 0.11% | −1,905−3.6% | Reduced |
| Ritholtz Wealth Management | 50,607 | $5.38M | 0.27% | −1,106−2.1% | Reduced |
| Wendell David Associates Inc | 50,639 | $5.39M | 0.64% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 50,748 | $5.40M | 0.44% | −21,959−30.2% | Reduced |
| Private Trust Co NA | 50,970 | $5.42M | 0.74% | +5,214+11.4% | Added |
| Shorepoint Capital Partners LLC | 50,975 | $5.42M | 1.55% | −10,218−16.7% | Reduced |
| New Hampshire Trust | 50,976 | $5.42M | 1.46% | −5,461−9.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 51,083 | $5.43M | 1.73% | −617−1.2% | Reduced |
| Savant Capital, LLC | 51,220 | $5.45M | 0.10% | +4,981+10.8% | Added |
| Geneva Partners, LLC | 51,246 | $5.45M | 4.67% | −2,114−4.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 51,444 | $5.47M | 1.66% | −500−1.0% | Reduced |
| Fishman Jay A Ltd | 51,611 | $5.49M | 0.70% | +350+0.7% | Added |
| Studio Investment Management LLC | 51,289 | $5.49M | 1.66% | −3,398−6.2% | Reduced |
| Sepio Capital, LP | 51,834 | $5.51M | 0.51% | −2,754−5.0% | Reduced |
| Manchester Capital Management LLC | 51,933 | $5.53M | 0.72% | +10,810+26.3% | Added |
| Howland Capital Management LLC | 51,702 | $5.54M | 0.33% | −1,684−3.2% | Reduced |
| Moneta Group Investment Advisors LLC | 52,094 | $5.54M | 0.13% | +11,717+29.0% | Added |
| Asset Dedication, LLC | 52,085 | $5.54M | 0.51% | −1,142−2.1% | Reduced |
| Ellsworth Advisors, LLC | 52,108 | $5.54M | 1.95% | +274+0.5% | Added |
| Hilton Capital Management, LLC | 50,098 | $5.56M | 0.73% | +50,098 | New |
| Red Spruce Capital, LLC | 52,260 | $5.56M | 3.25% | +847+1.6% | Added |
| Hennessy Advisors Inc | 52,300 | $5.56M | 0.41% | −42,500−44.8% | Reduced |
| Berkshire Bank | 52,590 | $5.60M | 1.66% | −4,256−7.5% | Reduced |
| Connectus Wealth, LLC | 52,632 | $5.60M | 0.14% | −1,491−2.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 52,688 | $5.61M | 1.80% | −964−1.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 53,038 | $5.64M | 1.07% | +1,996+3.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 53,057 | $5.64M | 5.15% | −1,002−1.9% | Reduced |
| Marietta Wealth Management, LLC | 53,107 | $5.65M | 1.20% | −2,357−4.2% | Reduced |
| Globeflex Capital L P | 53,115 | $5.65M | 0.69% | 00.0% | Unchanged |
| Boston Family Office LLC | 53,189 | $5.66M | 0.45% | +101+0.2% | Added |
| Ipswich Investment Management Co., Inc. | 53,364 | $5.68M | 1.55% | +710+1.3% | Added |
| Brookstone Capital Management | 49,422 | $5.68M | 0.11% | −19,505−28.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 53,467 | $5.69M | 0.64% | +2,383+4.7% | Added |
| Biltmore Family Office, LLC | 53,177 | $5.70M | 1.20% | +8,578+19.2% | Added |
| Picton Mahoney Asset Management | 53,620 | $5.70M | 0.29% | +26,617+98.6% | Added |
| Berger Financial Group, Inc | 53,693 | $5.71M | 0.69% | +42,873+396.2% | Added |
| Hallmark Capital Management Inc | 53,973 | $5.74M | 0.52% | −2,165−3.9% | Reduced |
| HBK Sorce Advisory LLC | 53,982 | $5.74M | 0.26% | −59,826−52.6% | Reduced |
| Venture Visionary Partners LLC | 54,101 | $5.76M | 0.36% | −8,190−13.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 54,366 | $5.76M | 1.52% | +822+1.5% | Added |
| Roundview Capital LLC | 54,728 | $5.82M | 0.61% | +728+1.3% | Added |
| BancorpSouth Bank | 54,770 | $5.83M | 0.54% | −568−1.0% | Reduced |
| Sentry LLC | 54,809 | $5.83M | 1.37% | +54,809 | New |
| Keebeck Wealth Management, LLC | 54,540 | $5.84M | 0.94% | +3,746+7.4% | Added |
| Advisors Capital Management, LLC | 54,927 | $5.84M | 0.15% | −980−1.8% | Reduced |
| West Coast Financial LLC | 54,946 | $5.85M | 0.89% | −202−0.4% | Reduced |
| Sectoral Asset Management Inc | 55,000 | $5.85M | 1.12% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 55,334 | $5.89M | 1.85% | +672+1.2% | Added |
| Money Concepts Capital Corp | 55,145 | $5.90M | 0.33% | −15,591−22.0% | Reduced |
| Meridian Wealth Management, LLC | 55,444 | $5.90M | 0.51% | +8,731+18.7% | Added |
| Parallel Advisors, LLC | 55,491 | $5.90M | 0.20% | +2,996+5.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 55,501 | $5.90M | 0.31% | −4,481−7.5% | Reduced |
| Montgomery Investment Management Inc | 55,532 | $5.91M | 2.09% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 55,537 | $5.91M | 0.21% | −750−1.3% | Reduced |
| BLB&B Advisors, LLC | 55,769 | $5.93M | 0.44% | −1,799−3.1% | Reduced |
| Harrell Investment Partners, LLC | 55,658 | $5.94M | 2.11% | +2,680+5.1% | Added |
| Innovis Asset Management LLC | 55,856 | $5.94M | 2.41% | +5,114+10.1% | Added |
| Bank Ozk | 55,988 | $5.96M | 2.95% | −1,236−2.2% | Reduced |
| Spire Wealth Management | 56,044 | $5.96M | 0.23% | −30,776−35.4% | Reduced |
| Caldwell Trust Co | 56,141 | $5.97M | 0.83% | −1,273−2.2% | Reduced |
| Sector Gamma AS | 56,153 | $5.97M | 1.45% | −143,147−71.8% | Reduced |
| Cypress Capital Group | 56,338 | $5.99M | 0.92% | −2,463−4.2% | Reduced |
| SevenBridge Financial Group, LLC | 56,467 | $6.01M | 1.66% | −130.0% | Reduced |
| Chesley Taft & Associates LLC | 56,504 | $6.01M | 0.39% | +204+0.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 56,696 | $6.03M | 0.12% | −7,375−11.5% | Reduced |
| Choate Investment Advisors | 56,669 | $6.03M | 0.29% | −240−0.4% | Reduced |
| Equitable Trust Co | 56,670 | $6.03M | 0.47% | −1,869−3.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 56,742 | $6.04M | 0.82% | −579−1.0% | Reduced |
| Ballentine Partners, LLC | 56,929 | $6.06M | 0.15% | +15,114+36.1% | Added |
| Edgemoor Investment Advisors, Inc. | 56,952 | $6.06M | 0.74% | −3,906−6.4% | Reduced |
| Institutional & Family Asset Management, LLC | 57,108 | $6.08M | 1.01% | +768+1.4% | Added |
| Moody National Bank Trust Division | 57,349 | $6.10M | 0.52% | +250+0.4% | Added |
| NBT Bank N A | 57,581 | $6.13M | 0.90% | −2,386−4.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 57,681 | $6.14M | 0.84% | +6,392+12.5% | Added |
| FRG Family Wealth Advisors LLC | 57,767 | $6.15M | 1.40% | −550−0.9% | Reduced |
| Twin Tree Management, LP | 57,850 | $6.15M | 0.17% | −509,340−89.8% | Reduced |
| HBW Advisory Services LLC | 58,073 | $6.18M | 1.54% | −2,104−3.5% | Reduced |
| CTC LLC | 58,349 | $6.18M | 0.20% | −127,806−68.7% | Reduced |
| NewEdge Wealth, LLC | 58,214 | $6.19M | 0.24% | +4,121+7.6% | Added |
| GFS Advisors, LLC | 58,261 | $6.20M | 1.43% | −3,000−4.9% | Reduced |
| Royal Fund Management, LLC | 58,358 | $6.21M | 0.94% | −2,360−3.9% | Reduced |
| Gladstone Institutional Advisory LLC | 58,378 | $6.21M | 0.40% | −38,699−39.9% | Reduced |
| Addenda Capital Inc. | 58,034 | $6.22M | 0.26% | −447−0.8% | Reduced |
| Ashford Capital Management Inc | 58,503 | $6.22M | 0.93% | +12,984+28.5% | Added |
| Perigon Wealth Management, LLC | 58,546 | $6.23M | 0.35% | −53,304−47.7% | Reduced |
| Jacobi Capital Management LLC | 59,050 | $6.28M | 0.75% | +1,134+2.0% | Added |