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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 74,537 | $7.93M | 0.32% | +6,152+9.0% | Added |
| Sigma Planning Corp | 74,591 | $7.94M | 0.26% | −7,457−9.1% | Reduced |
| Agf Management Ltd | 74,608 | $7.94M | 0.05% | −1,185−1.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 74,713 | $7.95M | 0.08% | +39,614+112.9% | Added |
| Apollon Wealth Management, LLC | 74,735 | $7.95M | 0.49% | +3,041+4.2% | Added |
| Anchor Investment Management, LLC | 74,772 | $7.95M | 1.08% | −803−1.1% | Reduced |
| One Capital Management, LLC | 74,794 | $7.96M | 0.39% | +1,158+1.6% | Added |
| Argyle Capital Management Inc. | 74,823 | $7.96M | 2.80% | −1,501−2.0% | Reduced |
| Thomasville National Bank | 74,868 | $7.97M | 0.82% | −1,169−1.5% | Reduced |
| Sivik Global Healthcare LLC | 75,000 | $7.98M | 3.43% | +75,000 | New |
| Northeast Financial Consultants Inc | 75,048 | $7.98M | 0.51% | +83+0.1% | Added |
| FIL Ltd | 75,062 | $7.99M | 0.01% | +75,062 | New |
| Aptus Capital Advisors, LLC | 75,024 | $7.99M | 0.23% | −15,216−16.9% | Reduced |
| Horizon Investments, LLC | 75,162 | $8.00M | 0.24% | −40,495−35.0% | Reduced |
| Bamco Inc | 75,300 | $8.01M | 0.02% | +5,000+7.1% | Added |
| Lincoln National Corp | 75,392 | $8.02M | 0.17% | −1,066−1.4% | Reduced |
| Stamos Capital Partners, L.P. | 76,210 | $8.11M | 2.09% | +15,910+26.4% | Added |
| Westfield Capital Management Co LP | 76,509 | $8.14M | 0.06% | +17,296+29.2% | Added |
| Cutler Capital Management, LLC | 76,670 | $8.16M | 3.64% | −17,113−18.2% | Reduced |
| Boston Financial Mangement LLC | 76,814 | $8.17M | 0.32% | −3,450−4.3% | Reduced |
| Cullinan Associates Inc | 76,846 | $8.18M | 0.48% | +20,104+35.4% | Added |
| Viking Fund Management LLC | 77,000 | $8.19M | 1.58% | +5,000+6.9% | Added |
| Fulton Bank, N.A. | 77,059 | $8.20M | 0.43% | −13,346−14.8% | Reduced |
| Ameritas Investment Partners, Inc. | 77,115 | $8.20M | 0.32% | −165−0.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 77,120 | $8.20M | 1.95% | −79−0.1% | Reduced |
| Contravisory Investment Management, Inc. | 77,558 | $8.25M | 2.33% | −1,074−1.4% | Reduced |
| Linscomb & Williams, Inc. | 77,900 | $8.29M | 0.43% | +1,783+2.3% | Added |
| Everence Capital Management Inc | 77,971 | $8.29M | 0.68% | 00.0% | Unchanged |
| Security National Bank | 77,970 | $8.30M | 2.21% | −6,300−7.5% | Reduced |
| Northern Oak Wealth Management Inc | 78,410 | $8.34M | 1.00% | −5,852−6.9% | Reduced |
| Gluskin Sheff & Assoc Inc | 78,826 | $8.39M | 0.46% | −13,480−14.6% | Reduced |
| Talbot Financial, LLC | 78,832 | $8.39M | 1.56% | +992+1.3% | Added |
| Kingsview Wealth Management, LLC | 79,283 | $8.43M | 0.35% | −14,090−15.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 79,698 | $8.48M | 0.22% | +234+0.3% | Added |
| Tower Research Capital LLC (TRC) | 79,940 | $8.51M | 0.27% | +17,192+27.4% | Added |
| NJ State Employees Deferred Compensation Plan | 80,252 | $8.54M | 1.32% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 80,366 | $8.55M | 2.17% | +19,697+32.5% | Added |
| NewSquare Capital LLC | 80,516 | $8.57M | 1.01% | +5,877+7.9% | Added |
| Sky Investment Group LLC | 80,895 | $8.61M | 1.97% | −620−0.8% | Reduced |
| Assetmark, Inc | 81,082 | $8.63M | 0.04% | +4,806+6.3% | Added |
| W Advisors, LLC | 81,205 | $8.64M | 7.13% | −236−0.3% | Reduced |
| Buffington Mohr McNeal | 81,216 | $8.64M | 1.98% | +1,089+1.4% | Added |
| Allied Investment Advisors, LLC | 81,291 | $8.65M | 2.68% | −597−0.7% | Reduced |
| Chemung Canal Trust Co | 81,402 | $8.66M | 1.99% | +30,077+58.6% | Added |
| Great Valley Advisor Group, Inc. | 81,518 | $8.67M | 0.40% | +5,292+6.9% | Added |
| Coldstream Capital Management Inc | 81,667 | $8.69M | 0.29% | +115+0.1% | Added |
| Mill Capital Management, LLC | 81,756 | $8.70M | 0.88% | −6,706−7.6% | Reduced |
| SYSTM Wealth Solutions LLC | 81,859 | $8.71M | 1.34% | −4,704−5.4% | Reduced |
| Symmetry Partners, LLC | 82,168 | $8.74M | 0.48% | +6,969+9.3% | Added |
| Archon Partners LLC | 82,500 | $8.78M | 1.46% | 00.0% | Unchanged |
| Cadinha & Co LLC | 82,934 | $8.82M | 2.43% | +63,250+321.3% | Added |
| Prime Capital Investment Advisors, LLC | 83,126 | $8.84M | 0.36% | −23,923−22.3% | Reduced |
| FLC Capital Advisors | 83,357 | $8.87M | 2.71% | −200−0.2% | Reduced |
| Augustine Asset Management Inc | 83,895 | $8.93M | 4.42% | −507−0.6% | Reduced |
| Adams Diversified Equity Fund, Inc. | 84,000 | $8.94M | 0.40% | 00.0% | Unchanged |
| We Are One Seven, LLC | 84,194 | $8.96M | 0.57% | +33,334+65.5% | Added |
| Clifford Swan Investment Counsel LLC | 84,501 | $8.99M | 0.38% | −210.0% | Reduced |
| Vinva Investment Management Ltd | 84,965 | $9.00M | 0.76% | +84,965 | New |
| Carret Asset Management, LLC | 84,755 | $9.02M | 1.25% | −5,672−6.3% | Reduced |
| Mutual Advisors, LLC | 84,781 | $9.02M | 0.37% | −238−0.3% | Reduced |
| Tompkins Financial Corp | 84,899 | $9.03M | 1.47% | −891−1.0% | Reduced |
| Exencial Wealth Advisors, LLC | 84,936 | $9.04M | 0.47% | −918−1.1% | Reduced |
| Davy Global Fund Management Ltd | 85,001 | $9.04M | 1.73% | −1,841−2.1% | Reduced |
| United Asset Strategies, Inc. | 85,136 | $9.06M | 1.20% | −23,869−21.9% | Reduced |
| Miramar Capital, LLC | 85,904 | $9.14M | 2.35% | −26,940−23.9% | Reduced |
| Advocate Group LLC | 86,145 | $9.16M | 2.00% | −6,621−7.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 87,327 | $9.29M | 0.57% | +4,698+5.7% | Added |
| Live Oak Private Wealth LLC | 87,370 | $9.30M | 1.92% | −5,191−5.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 87,500 | $9.31M | 4.12% | −1,150−1.3% | Reduced |
| Integrated Advisors Network LLC | 87,900 | $9.35M | 0.56% | −11,238−11.3% | Reduced |
| Violich Capital Management, Inc. | 87,917 | $9.35M | 1.59% | 00.0% | Unchanged |
| Greenleaf Trust | 88,188 | $9.38M | 0.11% | +5,028+6.0% | Added |
| Trust Co of Kansas | 88,403 | $9.40M | 6.01% | −1,046−1.2% | Reduced |
| Meeder Asset Management Inc | 88,799 | $9.45M | 0.75% | +1,633+1.9% | Added |
| Financial Enhancement Group LLC | 81,948 | $9.51M | 1.85% | +4,311+5.6% | Added |
| Adalta Capital Management LLC | 89,044 | $9.54M | 6.67% | +340.0% | Added |
| Integral Health Asset Management, LLC | 90,000 | $9.58M | 1.99% | −60,000−40.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 90,112 | $9.59M | 1.12% | −2,618−2.8% | Reduced |
| Hamel Associates, Inc. | 90,138 | $9.59M | 3.32% | −192−0.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 90,216 | $9.60M | 0.79% | −569−0.6% | Reduced |
| Sicart Associates LLC | 89,677 | $9.61M | 3.74% | −13,148−12.8% | Reduced |
| Privium Fund Management B.V. | 91,828 | $9.77M | 3.28% | −328−0.4% | Reduced |
| Kinneret Advisory, LLC | 91,558 | $9.81M | 1.27% | −4,919−5.1% | Reduced |
| River Road Asset Management, LLC | 92,334 | $9.82M | 0.13% | +3,860+4.4% | Added |
| Simmons Bank | 92,613 | $9.85M | 0.84% | +2,467+2.7% | Added |
| ZWJ Investment Counsel Inc | 92,828 | $9.88M | 0.55% | −192,723−67.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 93,383 | $9.94M | 0.52% | −28,577−23.4% | Reduced |
| Mastrapasqua Asset Management Inc | 93,523 | $9.95M | 1.22% | +177+0.2% | Added |
| Round Hill Asset Management | 93,792 | $9.98M | 6.22% | −1,940−2.0% | Reduced |
| PFS Investments Inc. | 88,884 | $9.98M | 0.17% | +4,894+5.8% | Added |
| Shell Asset Management Co | 94,183 | $10.0M | 0.42% | −3,217−3.3% | Reduced |
| First Nebraska Trust Co | 94,205 | $10.0M | 1.26% | −345−0.4% | Reduced |
| Winslow Asset Management Inc | 94,307 | $10.0M | 2.34% | −1,271−1.3% | Reduced |
| Level Four Advisory Services, LLC | 94,645 | $10.1M | 0.66% | +4,025+4.4% | Added |
| TD Private Client Wealth LLC | 95,024 | $10.1M | 0.45% | −15,013−13.6% | Reduced |
| Marco Investment Management LLC | 95,229 | $10.1M | 1.14% | +505+0.5% | Added |
| Naples Global Advisors, LLC | 94,756 | $10.1M | 1.27% | −678−0.7% | Reduced |
| Leuthold Group, LLC | 95,391 | $10.1M | 1.34% | −2,124−2.2% | Reduced |
| Cresset Asset Management, LLC | 95,050 | $10.2M | 0.20% | −104,106−52.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 95,589 | $10.2M | 0.18% | −3,144−3.2% | Reduced |