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 |
|---|---|---|---|---|---|
| Starfox Financial Services, LLC | 2,306 | $266.5K | 0.28% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,515 | $267.6K | 0.05% | +18+0.7% | Added |
| PRW Wealth Management LLC | 2,319 | $267.8K | 0.10% | 00.0% | Unchanged |
| Independent Investors Inc | 2,525 | $268.6K | 0.07% | 00.0% | Unchanged |
| Alpha Financial Advisors, LLC | 2,526 | $268.7K | 0.19% | +2,526 | New |
| Lion Street Advisors, LLC | 2,527 | $268.8K | 0.08% | +2,527 | New |
| Capital Advisors, Ltd. LLC | 2,530 | $269.0K | 0.04% | −1,422−36.0% | Reduced |
| Morningstar Investment Services LLC | 2,554 | $270.0K | 0.00% | −1,665−39.5% | Reduced |
| Covestor Ltd | 2,538 | $270.0K | 0.24% | −266−9.5% | Reduced |
| Vanguard Capital Wealth Advisors | 2,540 | $270.2K | 0.27% | +4+0.2% | Added |
| Capital Insight Partners, LLC | 2,540 | $270.2K | 0.06% | +284+12.6% | Added |
| HBC Financial Services, PLLC | 2,358 | $271.0K | 0.21% | +31+1.3% | Added |
| Hanlon Investment Management, Inc. | 2,556 | $271.9K | 0.08% | +182+7.7% | Added |
| Hollow Brook Wealth Management LLC | 2,542 | $272.3K | 0.13% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 2,573 | $273.7K | 0.07% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 2,574 | $273.8K | 0.20% | −47−1.8% | Reduced |
| Roble, Belko & Company, Inc | 2,578 | $274.0K | 0.06% | −2,386−48.1% | Reduced |
| Alpha Financial Partners, LLC | 2,576 | $274.1K | 0.31% | +490+23.5% | Added |
| Meridian Wealth Partners, LLC | 2,584 | $275.0K | 0.06% | +2,584 | New |
| Montis Financial, LLC | 2,585 | $275.0K | 0.21% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 2,586 | $275.1K | 0.11% | +48+1.9% | Added |
| Waterfront Wealth Inc. | 2,586 | $275.1K | 0.09% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 2,587 | $275.3K | 0.12% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 2,591 | $275.7K | 0.05% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 2,591 | $275.7K | 0.09% | +168+6.9% | Added |
| Advanced Asset Management Advisors Inc | 2,591 | $275.7K | 0.07% | −620−19.3% | Reduced |
| Triton Wealth Management, PLLC | 2,535 | $276.1K | 0.17% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,597 | $276.3K | 0.09% | +13+0.5% | Added |
| NWK Group, Inc. | 2,600 | $276.6K | 0.18% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 2,602 | $276.8K | 0.12% | 00.0% | Unchanged |
| Motive Wealth Advisors | 2,621 | $278.8K | 0.30% | −239−8.4% | Reduced |
| Madden Securities Corp | 2,622 | $279.0K | 0.15% | −103−3.8% | Reduced |
| Grant Street Asset Management, Inc. | 2,625 | $279.2K | 0.11% | −199−7.0% | Reduced |
| Nexus Investment Management ULC | 2,625 | $279.3K | 0.03% | 00.0% | Unchanged |
| Noble Family Wealth, LLC | 2,629 | $279.7K | 0.10% | +2,629 | New |
| Parkside Investments, LLC | 2,650 | $281.9K | 0.05% | +2,650 | New |
| KWB Wealth | 2,546 | $282.5K | 0.05% | +2,546 | New |
| Bedell Frazier Investment Counseling, LLC | 2,660 | $283.0K | 0.08% | +5+0.2% | Added |
| Enterprise Bank & Trust Co | 2,664 | $283.4K | 0.12% | +119+4.7% | Added |
| Mraz, Amerine & Associates, Inc. | 2,666 | $283.6K | 0.07% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 2,666 | $284.0K | 0.06% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 2,670 | $284.0K | 0.08% | +129+5.1% | Added |
| Trellis Advisors, LLC | 2,671 | $284.2K | 0.14% | +217+8.8% | Added |
| Triad Investment Management | 2,675 | $284.6K | 0.41% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 2,680 | $285.1K | 0.09% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 2,684 | $285.6K | 0.25% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 2,700 | $287.3K | 0.19% | +460+20.5% | Added |
| Quad-Cities Investment Group, LLC | 2,704 | $287.6K | 0.20% | +3+0.1% | Added |
| Elmwood Wealth Management, Inc. | 2,709 | $288.2K | 0.14% | +30+1.1% | Added |
| Quantum Financial Advisors, LLC | 2,709 | $288.2K | 0.09% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 2,711 | $288.4K | 0.04% | +82+3.1% | Added |
| Van Leeuwen & Company, LLC | 2,720 | $289.3K | 0.19% | −12,247−81.8% | Reduced |
| Randolph Co Inc | 2,726 | $290.0K | 0.04% | 00.0% | Unchanged |
| Elgethun Capital Management | 2,717 | $291.0K | 0.09% | +13+0.5% | Added |
| Aprio Wealth Management, LLC | 2,737 | $291.2K | 0.09% | +2,737 | New |
| Financial Advisors, LLC | 2,756 | $293.2K | 0.07% | −90−3.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,517 | $293.3K | 0.30% | −147−5.5% | Reduced |
| Financial Freedom, LLC | 2,757 | $293.3K | 0.21% | +8+0.3% | Added |
| NorthLanding Financial Partners, LLC | 2,759 | $293.6K | 0.21% | −1,427−34.1% | Reduced |
| MPS Loria Financial Planners, LLC | 2,756 | $293.7K | 0.12% | +241+9.6% | Added |
| Trilogy Capital Inc. | 2,761 | $293.8K | 0.02% | −3,221−53.8% | Reduced |
| Detalus Advisors, LLC | 2,765 | $294.2K | 0.14% | +2+0.1% | Added |
| TD Capital Management LLC | 2,765 | $294.2K | 0.04% | +9+0.3% | Added |
| Hutchinson Capital Management | 2,783 | $296.1K | 0.08% | −85−3.0% | Reduced |
| Source Financial Advisors LLC | 2,786 | $296.4K | 0.10% | +165+6.3% | Added |
| Harvey Capital Management Inc | 2,800 | $297.9K | 0.12% | 00.0% | Unchanged |
| Citizens Business Bank | 2,801 | $298.0K | 0.07% | +228+8.9% | Added |
| Aspen Wealth Strategies, LLC | 2,802 | $298.1K | 0.23% | −148−5.0% | Reduced |
| QP Wealth Management, LLC | 2,802 | $298.1K | 0.49% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 2,818 | $299.9K | 0.13% | −96−3.3% | Reduced |
| Gateway Advisory, LLC | 2,818 | $300.0K | 0.07% | +10.0% | Added |
| United Capital Management of KS, Inc. | 2,820 | $300.0K | 0.11% | −265−8.6% | Reduced |
| Bridge Advisory, LLC | 2,821 | $300.1K | 0.12% | +512+22.2% | Added |
| Freedom Day Solutions, LLC | 2,824 | $300.4K | 0.14% | −54−1.9% | Reduced |
| Highlander Capital Management, LLC | 2,832 | $301.0K | 0.15% | −1,000−26.1% | Reduced |
| Titleist Asset Management, LLC | 2,830 | $301.0K | 0.06% | +2,830 | New |
| Thomas J. Herzfeld Advisors, Inc. | 2,830 | $301.1K | 0.12% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 2,832 | $301.3K | 0.20% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 2,838 | $301.9K | 0.15% | +20+0.7% | Added |
| Integris Wealth Management, LLC | 2,843 | $302.4K | 0.11% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 2,846 | $302.8K | 0.05% | +2,846 | New |
| Droms Strauss Advisors Inc | 2,844 | $303.0K | 0.14% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 2,850 | $303.2K | 0.07% | −47−1.6% | Reduced |
| Simplify Asset Management Inc. | 2,851 | $303.3K | 0.05% | +2,851 | New |
| William Allan, LLC | 2,856 | $303.9K | 0.24% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,858 | $304.1K | 0.02% | +381+15.4% | Added |
| Fulcrum Capital LLC | 2,860 | $304.3K | 0.08% | +2,860 | New |
| Woodley Farra Manion Portfolio Management Inc | 2,844 | $304.3K | 0.02% | +28+1.0% | Added |
| Campbell Wealth Management | 2,866 | $305.0K | 0.04% | −11−0.4% | Reduced |
| White Lighthouse Investment Management Inc. | 2,879 | $306.3K | 0.08% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 2,889 | $307.4K | 0.03% | −1,227−29.8% | Reduced |
| Reik & Co., LLC | 2,889 | $307.4K | 0.09% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2,893 | $307.8K | 0.27% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,896 | $308.0K | 0.27% | −43−1.5% | Reduced |
| Merrion Investment Management Co, LLC | 2,900 | $308.5K | 0.29% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,901 | $308.6K | 0.17% | +10+0.3% | Added |
| Cordatus Wealth Management LLC | 2,906 | $309.0K | 0.39% | −47,073−94.2% | Reduced |
| Cedar Wealth Management, LLC | 2,906 | $309.1K | 0.13% | −2,560−46.8% | Reduced |
| Northstar Asset Management Inc | 2,910 | $309.6K | 0.10% | −100−3.3% | Reduced |
| Cascade Investment Group, Inc. | 2,933 | $312.1K | 0.31% | −806−21.6% | Reduced |