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 |
|---|---|---|---|---|---|
| Eagle Rock Investment Company, LLC | 59,351 | $6.31M | 1.45% | −3,159−5.1% | Reduced |
| Bogart Wealth, LLC | 59,406 | $6.32M | 0.42% | +3,452+6.2% | Added |
| J. W. Coons Advisors, LLC | 59,515 | $6.33M | 1.82% | −1,360−2.2% | Reduced |
| Courier Capital LLC | 59,653 | $6.35M | 0.70% | −1,049−1.7% | Reduced |
| Alberta Investment Management Corp | 59,703 | $6.35M | 0.06% | −255,410−81.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 59,750 | $6.36M | 0.56% | −18,257−23.4% | Reduced |
| Thematics Asset Management | 59,760 | $6.36M | 0.35% | −1,080−1.8% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 59,809 | $6.36M | 2.19% | +9,453+18.8% | Added |
| Sowell Financial Services LLC | 59,888 | $6.37M | 0.49% | −20,592−25.6% | Reduced |
| New England Asset Management Inc | 60,075 | $6.39M | 0.95% | −16,940−22.0% | Reduced |
| Narwhal Capital Management | 60,152 | $6.40M | 0.80% | −74−0.1% | Reduced |
| Azzad Asset Management Inc | 60,364 | $6.42M | 0.92% | −4,963−7.6% | Reduced |
| Boston Research & Management Inc | 60,383 | $6.42M | 1.92% | −911−1.5% | Reduced |
| Northeast Investment Management | 60,503 | $6.44M | 0.39% | +38+0.1% | Added |
| SeaCrest Wealth Management, LLC | 60,537 | $6.44M | 0.87% | +1,073+1.8% | Added |
| Commonwealth Retirement Investments LLC | 60,537 | $6.44M | 3.82% | +878+1.5% | Added |
| MainStreet Investment Advisors LLC | 60,583 | $6.45M | 0.71% | +6,382+11.8% | Added |
| Carolina Wealth Advisors, LLC | 60,666 | $6.45M | 3.78% | +718+1.2% | Added |
| BKD Wealth Advisors, LLC | 60,694 | $6.46M | 0.21% | +2,237+3.8% | Added |
| Trust Co of Toledo NA | 60,798 | $6.47M | 1.15% | −403−0.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 60,830 | $6.47M | 3.39% | +1,741+2.9% | Added |
| Beach Investment Counsel Inc | 60,883 | $6.48M | 0.86% | −1,380−2.2% | Reduced |
| Gibraltar Capital Management, Inc. | 60,895 | $6.48M | 3.03% | −7,706−11.2% | Reduced |
| Brick & Kyle, Associates | 61,106 | $6.50M | 3.72% | −121−0.2% | Reduced |
| Rodgers Brothers Inc. | 61,140 | $6.50M | 1.25% | +2,062+3.5% | Added |
| Two Sigma Advisers, LP | 61,300 | $6.52M | 0.02% | −471,899−88.5% | Reduced |
| Rothschild Capital Partners, LLC | 61,506 | $6.54M | 2.68% | +35+0.1% | Added |
| Avantax Planning Partners, Inc. | 61,636 | $6.56M | 0.27% | −9,547−13.4% | Reduced |
| Oliver Luxxe Assets LLC | 61,779 | $6.57M | 1.73% | +302+0.5% | Added |
| Capital Counsel LLC | 62,183 | $6.62M | 0.38% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 62,242 | $6.62M | 0.88% | +12,177+24.3% | Added |
| Barbara Oil Co. | 62,295 | $6.63M | 3.18% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 62,481 | $6.65M | 2.36% | −374−0.6% | Reduced |
| Omers Administration Corp | 62,549 | $6.65M | 0.10% | −21,693−25.8% | Reduced |
| Cary Street Partners Asset Management LLC | 62,653 | $6.67M | 1.26% | −21,688−25.7% | Reduced |
| Icon Wealth Partners, LLC | 62,805 | $6.68M | 0.73% | +62,805 | New |
| Richard Bernstein Advisors LLC | 62,905 | $6.69M | 0.14% | 00.0% | Unchanged |
| AMG National Trust Bank | 63,136 | $6.72M | 0.23% | −3,965−5.9% | Reduced |
| L & S Advisors Inc | 63,205 | $6.72M | 0.94% | −54,358−46.2% | Reduced |
| Covenant Asset Management, LLC | 63,612 | $6.77M | 2.21% | +497+0.8% | Added |
| Exchange Capital Management, Inc. | 64,282 | $6.84M | 1.39% | +482+0.8% | Added |
| JB Capital LLC | 64,285 | $6.84M | 0.62% | +386+0.6% | Added |
| Central Bank & Trust Co | 64,288 | $6.84M | 1.22% | +42,024+188.8% | Added |
| Appleton Partners Inc | 64,446 | $6.86M | 0.61% | +8,790+15.8% | Added |
| Tower Bridge Advisors | 64,956 | $6.91M | 0.57% | +1,500+2.4% | Added |
| Nations Financial Group Inc, | 65,142 | $6.93M | 0.73% | +462+0.7% | Added |
| Bank of Hawaii | 65,244 | $6.94M | 0.40% | +642+1.0% | Added |
| Lavaca Capital LLC | 64,746 | $6.95M | 1.62% | +727+1.1% | Added |
| Resources Investment Advisors, LLC. | 65,306 | $6.95M | 0.16% | +13,342+25.7% | Added |
| Heritage Trust Co | 65,559 | $6.97M | 1.10% | −673−1.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 65,686 | $6.99M | 1.06% | −14,543−18.1% | Reduced |
| Garland Capital Management Inc | 65,975 | $7.02M | 4.77% | −2,570−3.7% | Reduced |
| Evergreen Capital Management LLC | 65,675 | $7.03M | 0.32% | +1,169+1.8% | Added |
| First American Bank | 66,290 | $7.05M | 0.65% | +153+0.2% | Added |
| Ameritas Advisory Services, LLC | 62,835 | $7.07M | 0.36% | −454−0.7% | Reduced |
| Inlet Private Wealth, LLC | 66,516 | $7.08M | 1.84% | −1,243−1.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 66,537 | $7.08M | 1.10% | −2,578−3.7% | Reduced |
| Integrated Wealth Concepts LLC | 66,737 | $7.10M | 0.15% | +6,102+10.1% | Added |
| Zuckerman Investment Group, LLC | 66,741 | $7.10M | 1.08% | +131+0.2% | Added |
| Empowered Funds, LLC | 67,133 | $7.14M | 0.42% | +21,748+47.9% | Added |
| Mairs & Power Inc | 67,237 | $7.15M | 0.08% | −6,229−8.5% | Reduced |
| Northwest Bancshares, Inc. | 67,519 | $7.18M | 1.38% | −862−1.3% | Reduced |
| Quantinno Capital Management LP | 67,522 | $7.18M | 0.48% | +11,931+21.5% | Added |
| Capital Analysts, LLC | 67,641 | $7.20M | 0.41% | +195+0.3% | Added |
| North Star Investment Management Corp. | 67,793 | $7.21M | 0.60% | +16,019+30.9% | Added |
| Transform Wealth, LLC | 67,532 | $7.23M | 0.68% | +32,543+93.0% | Added |
| Buckley Wealth Management, LLC | 67,989 | $7.23M | 2.66% | −8,585−11.2% | Reduced |
| Geneos Wealth Management Inc. | 68,001 | $7.23M | 0.44% | −11,971−15.0% | Reduced |
| Clearstead Advisors, LLC | 68,024 | $7.24M | 0.53% | +483+0.7% | Added |
| Asset Advisors Investment Management, LLC | 68,298 | $7.27M | 0.95% | −200−0.3% | Reduced |
| WS Portfolio Advisory, LLC | 68,399 | $7.28M | 1.85% | +33,248+94.6% | Added |
| Freestone Capital Holdings, LLC | 68,452 | $7.28M | 0.32% | −2,611−3.7% | Reduced |
| Cardinal Capital Management | 68,146 | $7.30M | 1.51% | −600−0.9% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 68,677 | $7.31M | 5.50% | +32,912+92.0% | Added |
| Martin Capital Partners, LLC | 69,256 | $7.37M | 3.06% | +736+1.1% | Added |
| Principle Wealth Partners LLC | 69,382 | $7.38M | 0.79% | +47+0.1% | Added |
| Bonness Enterprises Inc | 69,500 | $7.39M | 3.29% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 69,907 | $7.44M | 2.07% | −11,800−14.4% | Reduced |
| Trust Co of Virginia | 70,188 | $7.47M | 0.83% | +786+1.1% | Added |
| Empirical Finance, LLC | 70,381 | $7.49M | 0.70% | +3,830+5.8% | Added |
| Valeo Financial Advisors, LLC | 89,199 | $7.49M | 0.36% | +4,550+5.4% | Added |
| Eliot Finkel Investment Counsel, LLC | 70,520 | $7.50M | 4.78% | −920−1.3% | Reduced |
| TrinityPoint Wealth, LLC | 70,881 | $7.54M | 1.62% | −993−1.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 71,019 | $7.56M | 0.35% | −18,771−20.9% | Reduced |
| Sonen Capital LLC | 70,558 | $7.56M | 12.82% | +70,558 | New |
| Rossmore Private Capital | 71,091 | $7.56M | 1.18% | −278−0.4% | Reduced |
| BTC Capital Management, Inc. | 71,314 | $7.58M | 0.87% | +1,421+2.0% | Added |
| Marble Harbor Investment Counsel, LLC | 71,874 | $7.65M | 0.99% | +538+0.8% | Added |
| Boit C F David | 67,225 | $7.67M | 5.24% | −2,100−3.0% | Reduced |
| Wedbush Securities Inc | 72,374 | $7.70M | 0.39% | −2,221−3.0% | Reduced |
| Ironwood Investment Counsel, LLC | 72,586 | $7.72M | 1.84% | −627−0.9% | Reduced |
| XML Financial, LLC | 72,691 | $7.73M | 0.94% | −694−0.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 72,985 | $7.74M | 0.46% | +72,985 | New |
| Freemont Management S.A. | 72,800 | $7.75M | 1.14% | 00.0% | Unchanged |
| Alerus Financial NA | 72,959 | $7.76M | 0.69% | +910+1.3% | Added |
| FORA Capital, LLC | 73,523 | $7.82M | 0.78% | +73,523 | New |
| Kelly Lawrence W & Associates Inc | 73,643 | $7.83M | 2.12% | −1,890−2.5% | Reduced |
| Twin Capital Management Inc | 73,783 | $7.85M | 1.07% | −8,211−10.0% | Reduced |
| Guyasuta Investment Advisors Inc | 74,065 | $7.88M | 0.61% | −2,252−3.0% | Reduced |
| Independent Advisor Alliance | 74,507 | $7.93M | 0.38% | +856+1.2% | Added |