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 |
|---|---|---|---|---|---|
| Cooper/Haims Advisors, LLC | 2,956 | $314.5K | 0.25% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 2,962 | $315.1K | 0.13% | +34+1.2% | Added |
| Nixon Peabody Trust Co | 2,970 | $316.0K | 0.22% | −1,967−39.8% | Reduced |
| Morris Financial Concepts, Inc. | 2,984 | $317.5K | 0.22% | −31−1.0% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,990 | $318.1K | 0.11% | +1,286+75.5% | Added |
| Family Management Corp | 2,990 | $318.1K | 0.07% | −326−9.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 2,992 | $318.3K | 0.10% | +1,641+121.5% | Added |
| Robotti Robert | 3,000 | $319.2K | 0.06% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 3,017 | $320.9K | 0.18% | +3+0.1% | Added |
| Cutler Group LP | 3,022 | $321.0K | 0.05% | −21,036−87.4% | Reduced |
| Armstrong Henry H Associates Inc | 3,031 | $322.5K | 0.04% | +56+1.9% | Added |
| Norway Savings Bank | 3,032 | $322.6K | 0.16% | −337−10.0% | Reduced |
| Unio Capital LLC | 3,033 | $322.7K | 0.17% | −111−3.5% | Reduced |
| Briggs Advisory Group, Inc. | 3,044 | $323.9K | 0.19% | +27+0.9% | Added |
| Armstrong Advisory Group, Inc | 3,044 | $323.9K | 0.04% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 3,050 | $324.5K | 0.04% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 3,052 | $324.7K | 0.17% | +509+20.0% | Added |
| Summitry LLC | 3,053 | $324.8K | 0.02% | −243−7.4% | Reduced |
| Windsor Group LTD | 2,890 | $325.0K | 0.06% | −125−4.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,052 | $325.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 3,058 | $325.0K | 0.40% | +554+22.1% | Added |
| Fortress Wealth Group, LLC | 3,061 | $325.6K | 0.24% | −760−19.9% | Reduced |
| LWM Advisory Services, LLC | 3,045 | $326.3K | 0.35% | +2+0.1% | Added |
| Antonetti Capital Management LLC | 3,068 | $326.4K | 0.47% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 3,069 | $326.6K | 0.18% | −2−0.1% | Reduced |
| Gemmer Asset Management LLC | 3,077 | $327.4K | 0.05% | −851−21.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,079 | $327.6K | 0.07% | −13−0.4% | Reduced |
| Jag Capital Management, LLC | 3,093 | $329.1K | 0.04% | −1,413−31.4% | Reduced |
| Osborne Partners Capital Management, LLC | 3,100 | $329.8K | 0.02% | +385+14.2% | Added |
| Marks Group Wealth Management, Inc | 3,102 | $330.0K | 0.04% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 3,105 | $330.3K | 0.23% | −900−22.5% | Reduced |
| Powers Advisory Group, LLC | 3,110 | $330.9K | 0.23% | +16+0.5% | Added |
| Garrett Wealth Advisory Group, LLC | 3,124 | $332.4K | 0.16% | +370+13.4% | Added |
| SkyOak Wealth, LLC | 3,128 | $332.8K | 0.10% | +265+9.3% | Added |
| Chickasaw Capital Management LLC | 3,143 | $334.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,140 | $334.1K | 0.33% | +93+3.1% | Added |
| Clare Market Investments LLC | 3,143 | $334.4K | 0.14% | −2,457−43.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,159 | $336.0K | 0.31% | +907+40.3% | Added |
| Requisite Capital Management, LLC | 3,140 | $336.4K | 0.10% | −415−11.7% | Reduced |
| Sandy Cove Advisors, LLC | 3,166 | $336.8K | 0.24% | +6+0.2% | Added |
| Carmel Capital Partners, LLC | 3,169 | $337.1K | 0.20% | −79−2.4% | Reduced |
| Barings LLC | 3,170 | $337.3K | 0.01% | −242−7.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 3,172 | $337.5K | 0.03% | −49−1.5% | Reduced |
| Rice Partnership, LLC | 3,172 | $337.5K | 0.10% | −118−3.6% | Reduced |
| Prosperity Consulting Group, LLC | 3,178 | $338.1K | 0.21% | −41−1.3% | Reduced |
| Gibson Capital, LLC | 3,179 | $338.2K | 0.09% | 00.0% | Unchanged |
| Bell Bank | 3,200 | $340.4K | 0.04% | −18−0.6% | Reduced |
| Greenspring Advisors, LLC | 3,203 | $340.7K | 0.07% | +197+6.6% | Added |
| Strait & Sound Wealth Management LLC | 3,204 | $340.9K | 0.34% | 00.0% | Unchanged |
| waypoint wealth counsel | 3,205 | $341.0K | 0.26% | +48+1.5% | Added |
| Waterford Advisors, LLC | 3,208 | $341.0K | 0.18% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,215 | $342.0K | 0.17% | +55+1.7% | Added |
| Rice Hall James & Associates, LLC | 3,221 | $342.7K | 0.02% | −530−14.1% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 3,223 | $342.9K | 0.14% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 3,220 | $344.9K | 0.02% | +13+0.4% | Added |
| Byrne Asset Management LLC | 3,248 | $346.0K | 0.25% | −121−3.6% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 3,266 | $347.5K | 0.18% | +74+2.3% | Added |
| Prosperity Financial Group, Inc. | 3,270 | $347.9K | 0.35% | −68−2.0% | Reduced |
| Wills Financial Group, Inc. | 3,276 | $348.5K | 0.19% | +3,276 | New |
| Westside Investment Management, Inc. | 3,280 | $349.0K | 0.10% | +2+0.1% | Added |
| Heritage Financial Services, LLC | 3,282 | $349.2K | 0.08% | −204−5.9% | Reduced |
| Pasadena Private Wealth, LLC | 3,286 | $349.6K | 0.10% | +10.0% | Added |
| Ballew Advisors, Inc | 3,116 | $350.3K | 0.26% | +116+3.9% | Added |
| Baker Avenue Asset Management, LP | 3,305 | $351.6K | 0.02% | +390+13.4% | Added |
| New Republic Capital, LLC | 3,288 | $351.7K | 0.27% | +634+23.9% | Added |
| Palisade Capital Management LLC | 3,311 | $352.3K | 0.01% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 3,315 | $352.7K | 0.16% | −304−8.4% | Reduced |
| Amarillo National Bank | 3,316 | $352.8K | 0.07% | +85+2.6% | Added |
| Five Oceans Advisors | 3,323 | $353.5K | 0.23% | +3+0.1% | Added |
| Fort, L.P. | 3,327 | $354.0K | 0.91% | −572−14.7% | Reduced |
| Jacobsen Capital Management | 3,341 | $355.4K | 0.19% | +3,341 | New |
| Carolinas Wealth Consulting LLC | 18,697 | $355.5K | 0.08% | +580+3.2% | Added |
| Arthur M. Cohen & Associates, LLC | 3,345 | $355.9K | 0.10% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,350 | $356.4K | 0.23% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,359 | $357.4K | 0.22% | −310−8.4% | Reduced |
| PSI Advisors, LLC | 3,373 | $358.9K | 0.17% | +4+0.1% | Added |
| Fiera Capital Corp | 3,374 | $359.0K | 0.00% | −221−6.1% | Reduced |
| MTM Financial Group, LLC | 3,377 | $359.3K | 0.32% | 00.0% | Unchanged |
| Greenline Partners, LLC | 3,379 | $359.5K | 0.07% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 3,387 | $360.0K | 0.21% | +3,387 | New |
| Montz Harcus Wealth Management LLC | 3,389 | $360.5K | 0.33% | +17+0.5% | Added |
| Birchcreek Wealth Management, LLC | 3,397 | $361.4K | 0.29% | −575−14.5% | Reduced |
| Constitution Capital LLC | 3,400 | $361.7K | 0.22% | −400−10.5% | Reduced |
| Winning Points Advisors, LLC | 3,409 | $363.0K | 0.44% | +10.0% | Added |
| Manchester Financial Inc | 3,412 | $363.0K | 0.11% | −33−1.0% | Reduced |
| Cahaba Wealth Management, Inc. | 3,423 | $364.2K | 0.04% | −38−1.1% | Reduced |
| Caxton Associates LP | 3,431 | $365.0K | 0.06% | +3,431 | New |
| Santori & Peters | 3,440 | $366.0K | 0.20% | +66+2.0% | Added |
| Hirtle Callaghan & Co LLC | 3,449 | $366.9K | 0.02% | +3,449 | New |
| Stanley-Laman Group, Ltd. | 3,449 | $366.9K | 0.07% | +3,449 | New |
| Vishria Bird Financial Group, LLC | 3,446 | $367.0K | 0.23% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 3,453 | $367.4K | 0.04% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 3,456 | $367.7K | 0.40% | −565−14.1% | Reduced |
| Ballast Advisors LLC | 3,469 | $369.1K | 0.15% | +206+6.3% | Added |
| Guardian Capital Advisors LP | 3,250 | $369.7K | 0.04% | −27−0.8% | Reduced |
| Omnia Family Wealth, LLC | 3,453 | $369.9K | 0.28% | −350−9.2% | Reduced |
| Schrum Private Wealth Management LLC | 3,483 | $370.5K | 0.43% | −15−0.4% | Reduced |
| Bellecapital International Ltd. | 3,490 | $371.3K | 0.09% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 3,491 | $371.4K | 0.24% | 00.0% | Unchanged |
| Rock Creek Group, LP | 3,492 | $371.5K | 0.05% | −819−19.0% | Reduced |