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
- 3,188
- +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
- 1,210 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Bordeaux Wealth Advisors LLC | 2,121 | $225.7K | 0.12% | +130+6.5% | Added |
| Stony Point Wealth Management Inc. | 2,121 | $225.7K | 0.12% | +150+7.6% | Added |
| First Wilshire Securities Management Inc | 2,131 | $227.0K | 0.08% | 00.0% | Unchanged |
| Planning Directions Inc | 2,136 | $227.0K | 0.17% | +2,136 | New |
| WestHill Financial Advisors, Inc. | 2,134 | $227.0K | 0.07% | −250−10.5% | Reduced |
| Stone Run Capital, LLC | 2,148 | $228.5K | 0.11% | 00.0% | Unchanged |
| Iron Financial, LLC | 2,150 | $228.7K | 0.13% | −8,296−79.4% | Reduced |
| Baker Boyer National Bank | 2,151 | $228.8K | 0.09% | +100+4.9% | Added |
| Cohen & Steers, Inc. | 2,148 | $229.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,154 | $229.2K | 0.15% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 2,159 | $229.7K | 0.09% | −43−2.0% | Reduced |
| Evolution Wealth Advisors, LLC | 2,162 | $230.0K | 0.06% | +347+19.1% | Added |
| Kennedy Investment Group | 2,162 | $230.0K | 0.14% | −2−0.1% | Reduced |
| NBW Capital LLC | 2,166 | $230.4K | 0.06% | −126−5.5% | Reduced |
| Waypoint Capital Advisors, LLC | 2,166 | $230.4K | 0.08% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 2,189 | $231.9K | 0.23% | +2,189 | New |
| Endowment Wealth Management, Inc. | 2,184 | $232.4K | 0.23% | −115−5.0% | Reduced |
| O'Brien Wealth Partners LLC | 2,186 | $232.6K | 0.07% | −82−3.6% | Reduced |
| Verum Partners LLC | 2,186 | $232.6K | 0.25% | +103+4.9% | Added |
| Triune Financial Partners, LLC | 2,198 | $233.9K | 0.10% | +2,198 | New |
| Echo45 Advisors LLC | 2,199 | $234.0K | 0.19% | −105−4.6% | Reduced |
| Reuter James Wealth Management, LLC | 2,202 | $234.3K | 0.16% | −4,494−67.1% | Reduced |
| Granite Bay Wealth Management, LLC | 2,207 | $235.0K | 0.16% | −85−3.7% | Reduced |
| Annapolis Financial Services, LLC | 2,212 | $235.3K | 0.07% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 2,219 | $236.1K | 0.11% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,204 | $236.1K | 0.05% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,220 | $236.2K | 0.13% | −55−2.4% | Reduced |
| Dimension Capital Management LLC | 2,221 | $236.3K | 0.05% | −180−7.5% | Reduced |
| Vantage Consulting Group Inc | 2,222 | $236.4K | 0.13% | −3−0.1% | Reduced |
| Syntax Advisors, LLC | 2,222 | $236.4K | 0.18% | −3−0.1% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,234 | $237.7K | 0.35% | −192−7.9% | Reduced |
| Cadent Capital Advisors, LLC | 2,235 | $237.8K | 0.14% | +10+0.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,250 | $238.0K | 0.02% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 2,238 | $238.2K | 0.03% | +14+0.6% | Added |
| Thrive Capital Management, LLC | 2,251 | $238.4K | 0.15% | −1,907−45.9% | Reduced |
| Lord, Abbett & Co. LLC | 2,242 | $239.0K | 0.00% | −681−23.3% | Reduced |
| Sentinus, LLC | 2,249 | $239.3K | 0.08% | +2,249 | New |
| SMH Capital Advisors Inc | 2,088 | $241.0K | 1.43% | −450−17.7% | Reduced |
| Rocky Mountain Advisers, LLC | 2,267 | $241.0K | 0.13% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,099 | $241.0K | 0.25% | −120−5.4% | Reduced |
| Towerpoint Wealth, LLC | 2,267 | $241.2K | 0.14% | −35−1.5% | Reduced |
| Well Done, LLC | 2,274 | $241.9K | 0.05% | −34−1.5% | Reduced |
| Mount Vernon Associates Inc | 2,270 | $242.0K | 0.29% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 2,279 | $242.5K | 0.15% | +2,279 | New |
| Eagle Bluffs Wealth Management LLC | 2,267 | $242.8K | 0.20% | +78+3.6% | Added |
| Members Capital Advisors Inc | 2,283 | $242.9K | 0.18% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 2,283 | $242.9K | 0.28% | −80−3.4% | Reduced |
| Wedgewood Investors Inc | 2,286 | $243.2K | 0.32% | 00.0% | Unchanged |
| Eclectic Associates Inc | 2,298 | $244.3K | 0.13% | −11−0.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,172 | $244.3K | 0.17% | +2+0.1% | Added |
| D. Scott Neal, Inc. | 2,297 | $244.4K | 0.14% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 2,119 | $244.9K | 0.17% | 00.0% | Unchanged |
| APCM Wealth Management for Individuals | 2,304 | $245.1K | 0.04% | +250+12.2% | Added |
| Wealth Advisors of Iowa, LLC | 2,308 | $245.5K | 0.19% | −1,135−33.0% | Reduced |
| True Capital Management | 2,310 | $245.8K | 0.17% | +2,310 | New |
| Bond & Devick Financial Network, Inc. | 2,318 | $246.6K | 0.16% | +410+21.5% | Added |
| Jacobs Levy Equity Management, Inc | 2,321 | $246.9K | 0.00% | −9,237−79.9% | Reduced |
| Baron Wealth Management LLC | 2,328 | $247.7K | 0.18% | −142−5.7% | Reduced |
| Isthmus Partners, LLC | 2,331 | $248.0K | 0.03% | +3+0.1% | Added |
| Strategic Investment Solutions, Inc. | 2,358 | $248.2K | 0.05% | +28+1.2% | Added |
| Investment Advisory Group, LLC | 2,335 | $248.4K | 0.14% | −63−2.6% | Reduced |
| Garrison Asset Management, LLC | 2,336 | $248.5K | 0.15% | −9−0.4% | Reduced |
| Mattern Capital Management, LLC | 2,341 | $249.1K | 0.04% | −294−11.2% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,343 | $249.3K | 0.31% | +5+0.2% | Added |
| Bowen Hanes & Co Inc | 2,345 | $249.5K | 0.01% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 2,352 | $250.2K | 0.06% | 00.0% | Unchanged |
| CIC Wealth, LLC | 2,354 | $250.4K | 0.09% | +230+10.8% | Added |
| Pavion Blue Capital, LLC | 2,360 | $251.1K | 0.15% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 2,362 | $251.3K | 0.10% | +2,362 | New |
| Engrave Wealth Partners LLC | 2,157 | $251.4K | 0.08% | −116−5.1% | Reduced |
| Bay Rivers Group | 2,368 | $251.9K | 0.22% | −82−3.3% | Reduced |
| Cypress Wealth Services, LLC | 2,368 | $251.9K | 0.07% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 2,372 | $252.4K | 0.07% | +476+25.1% | Added |
| Schear Investment Advisers, LLC | 2,375 | $252.7K | 0.30% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 2,378 | $252.9K | 0.22% | −7−0.3% | Reduced |
| ABLE Financial Group, LLC | 2,381 | $253.3K | 0.17% | +2,381 | New |
| Smithbridge Asset Management Inc | 2,389 | $254.0K | 0.06% | +2,389 | New |
| Fidelity D & D Bancorp Inc | 1,925 | $254.0K | 0.19% | +1,925 | New |
| Legacy Bridge, LLC | 2,406 | $256.0K | 0.18% | +375+18.5% | Added |
| Hillsdale Investment Management Inc. | 2,407 | $256.1K | 0.02% | −4,840−66.8% | Reduced |
| Capula Management Ltd | 2,415 | $256.9K | 0.02% | −10,330−81.1% | Reduced |
| New England Capital Financial Advisors LLC | 2,416 | $257.1K | 0.18% | −188−7.2% | Reduced |
| Family Asset Management, LLC | 2,426 | $258.1K | 0.19% | −217−8.2% | Reduced |
| Truadvice, LLC | 2,239 | $258.6K | 0.10% | +2,239 | New |
| Blue Bell Private Wealth Management, LLC | 2,431 | $258.6K | 0.08% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,435 | $259.1K | 0.03% | +40+1.7% | Added |
| Marshall & Sullivan Inc | 2,450 | $260.7K | 0.16% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 2,456 | $261.3K | 0.62% | +336+15.8% | Added |
| Carson Advisory Inc. | 2,462 | $261.9K | 0.23% | −1,100−30.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,462 | $261.9K | 0.17% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 2,460 | $262.0K | 0.06% | +15+0.6% | Added |
| Community Bank of Raymore | 2,465 | $262.3K | 0.10% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 2,467 | $262.5K | 0.24% | 00.0% | Unchanged |
| ERn Financial, LLC | 2,482 | $264.1K | 0.06% | −99−3.8% | Reduced |
| Flaharty Asset Management, LLC | 2,488 | $264.7K | 0.05% | +2,488 | New |
| Ambassador Advisors, LLC | 2,259 | $265.6K | 0.06% | +2,259 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2,500 | $266.0K | 0.05% | −500−16.7% | Reduced |
| Blume Capital Management, Inc. | 2,500 | $266.0K | 0.08% | −200−7.4% | Reduced |
| Conestoga Capital Advisors, LLC | 2,500 | $266.0K | 0.00% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,313 | $266.4K | 0.11% | +92+4.1% | Added |