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 |
|---|---|---|---|---|---|
| Cairn Investment Group, Inc. | 3,500 | $372.0K | 0.26% | −327−8.5% | Reduced |
| Dillon & Associates Inc | 3,523 | $373.0K | 0.07% | +110+3.2% | Added |
| Beacon Financial Strategies CORP | 3,507 | $373.1K | 0.32% | +2+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 3,509 | $373.3K | 0.20% | −210−5.6% | Reduced |
| Next Capital Management LLC | 3,512 | $373.6K | 0.18% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 3,515 | $374.0K | 0.07% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,514 | $374.0K | 0.05% | +209+6.3% | Added |
| Instrumental Wealth, LLC | 3,173 | $375.1K | 0.50% | +3,173 | New |
| RTD Financial Advisors, Inc. | 3,528 | $375.3K | 0.06% | −3,551−50.2% | Reduced |
| Spinnaker Investment Group, LLC | 3,529 | $375.4K | 0.13% | +662+23.1% | Added |
| Talisman Wealth Advisors LLC | 3,537 | $376.0K | 0.68% | +879+33.1% | Added |
| Cannon Financial Strategists, Inc. | 3,536 | $376.2K | 0.13% | −197−5.3% | Reduced |
| Smith Shellnut Wilson LLC | 3,549 | $377.6K | 0.23% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 3,553 | $378.0K | 0.04% | −2,909−45.0% | Reduced |
| WFA of San Diego, LLC | 3,554 | $378.1K | 0.40% | −339−8.7% | Reduced |
| Arlington Partners LLC | 3,561 | $378.9K | 0.05% | +2,077+140.0% | Added |
| First Personal Financial Services | 3,564 | $379.2K | 0.10% | −3,050−46.1% | Reduced |
| Revolve Wealth Partners, LLC | 3,580 | $380.9K | 0.10% | −320−8.2% | Reduced |
| Black Diamond Financial, LLC | 3,581 | $380.9K | 0.13% | +258+7.8% | Added |
| Per Stirling Capital Management, LLC. | 3,596 | $382.5K | 0.08% | −220−5.8% | Reduced |
| Independent Wealth Network Inc. | 3,596 | $382.6K | 0.24% | −253−6.6% | Reduced |
| Silver Oak Securities, Inc | 3,601 | $383.0K | 0.06% | +446+14.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,603 | $383.3K | 0.11% | +11+0.3% | Added |
| State of Wyoming | 3,605 | $383.5K | 0.12% | −1,182−24.7% | Reduced |
| McLean Asset Management Corp | 3,612 | $384.3K | 0.16% | −448−11.0% | Reduced |
| Capstone Wealth Management Group, LLC | 3,613 | $384.3K | 0.43% | −132−3.5% | Reduced |
| Somerset Group LLC | 3,613 | $384.4K | 0.33% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,616 | $384.7K | 0.39% | −400−10.0% | Reduced |
| Page Arthur B | 3,618 | $384.9K | 0.36% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 3,629 | $386.1K | 0.32% | +10.0% | Added |
| LGT Financial Advisors LLC | 3,632 | $386.4K | 0.72% | +3,632 | New |
| One Wealth Advisors, LLC | 3,643 | $387.6K | 0.09% | −192−5.0% | Reduced |
| Financial Management Professionals, Inc. | 3,645 | $388.0K | 0.07% | +310+9.3% | Added |
| Capital Advisors Wealth Management, LLC | 3,656 | $388.9K | 0.11% | +173+5.0% | Added |
| Weaver Consulting Group | 3,660 | $389.3K | 0.18% | +5+0.1% | Added |
| Ironwood Investment Management LLC | 3,671 | $390.6K | 0.24% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 3,674 | $390.9K | 0.11% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 3,680 | $391.5K | 0.07% | −66−1.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,681 | $391.6K | 0.42% | +29+0.8% | Added |
| Worth Financial Advisory Group, LLC | 3,684 | $391.9K | 0.37% | +837+29.4% | Added |
| Krane Funds Advisors LLC | 3,498 | $393.0K | 0.02% | −1,554−30.8% | Reduced |
| Advisor Resource Council | 3,500 | $393.1K | 0.10% | +3,500 | New |
| South Street Advisors LLC | 3,700 | $393.6K | 0.08% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 3,701 | $393.7K | 0.18% | −2,598−41.2% | Reduced |
| Centurion Wealth Management LLC | 3,701 | $393.7K | 0.20% | −54−1.4% | Reduced |
| Benin Management CORP | 3,702 | $393.9K | 0.15% | +229+6.6% | Added |
| Goldstone Financial Group, LLC | 3,704 | $394.1K | 0.13% | +3,704 | New |
| Amplius Wealth Advisors, LLC | 3,710 | $394.7K | 0.06% | +714+23.8% | Added |
| O'Keefe Stevens Advisory, Inc. | 3,716 | $395.3K | 0.20% | −140−3.6% | Reduced |
| First National Bank Sioux Falls | 3,716 | $395.3K | 0.27% | −438−10.5% | Reduced |
| Seizert Capital Partners, LLC | 3,720 | $395.8K | 0.02% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 3,727 | $396.5K | 0.42% | +2+0.1% | Added |
| Stonehearth Capital Management, LLC | 3,731 | $396.9K | 0.21% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 3,742 | $398.2K | 0.46% | +244+7.0% | Added |
| Lockerman Financial Group, Inc. | 3,752 | $399.2K | 1.10% | −173−4.4% | Reduced |
| Corrigan Financial, Inc. | 3,762 | $400.2K | 0.13% | +8+0.2% | Added |
| Dempze Nancy E | 3,765 | $400.6K | 0.36% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 3,769 | $401.0K | 0.15% | −100−2.6% | Reduced |
| Seed Wealth Management, Inc. | 3,770 | $401.1K | 0.45% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3,770 | $401.1K | 0.06% | −94−2.4% | Reduced |
| American Trust Investment Advisors, LLC | 3,783 | $402.5K | 0.24% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,799 | $404.2K | 0.34% | −1,965−34.1% | Reduced |
| Camden Capital, LLC | 3,800 | $404.3K | 0.06% | +290+8.3% | Added |
| Connecticut Wealth Management, LLC | 3,801 | $404.4K | 0.03% | +427+12.7% | Added |
| Dakota Community Bank & Trust NA | 3,820 | $406.4K | 2.51% | −475−11.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,841 | $407.0K | 0.01% | +790+25.9% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,831 | $407.6K | 0.00% | +158+4.3% | Added |
| Gagnon Securities LLC | 3,844 | $409.0K | 0.09% | +34+0.9% | Added |
| High Falls Advisors, Inc | 3,846 | $409.2K | 0.12% | +104+2.8% | Added |
| Bank of Stockton | 3,850 | $409.6K | 0.14% | +630+19.6% | Added |
| Hazlett, Burt & Watson, Inc. | 3,867 | $410.0K | 0.34% | +238+6.6% | Added |
| Kozak & Associates, Inc. | 3,860 | $410.7K | 0.18% | +154+4.2% | Added |
| First National Advisers, LLC | 3,875 | $412.0K | 0.47% | +297+8.3% | Added |
| Horan Securities, Inc. | 3,877 | $412.4K | 0.21% | +196+5.3% | Added |
| Flynn Zito Capital Management, LLC | 3,878 | $412.5K | 0.30% | −420−9.8% | Reduced |
| Hoxton Planning & Management, LLC | 3,889 | $413.8K | 0.23% | +75+2.0% | Added |
| IPG Investment Advisors LLC | 3,871 | $414.7K | 0.09% | +3,871 | New |
| Sand Hill Global Advisors, LLC | 3,898 | $414.7K | 0.02% | +10.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $414.9K | 0.25% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 3,902 | $415.1K | 0.43% | −359−8.4% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,908 | $415.8K | 0.34% | +70+1.8% | Added |
| One + One Wealth Management, LLC | 3,921 | $417.2K | 0.30% | 00.0% | Unchanged |
| TFG Advisers LLC | 3,922 | $417.2K | 0.20% | +971+32.9% | Added |
| Sustainable Insight Capital Management, LLC | 3,930 | $418.1K | 0.42% | +900+29.7% | Added |
| SOL Capital Management CO | 3,932 | $418.3K | 0.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 3,932 | $418.3K | 0.17% | +3,932 | New |
| Colonial Trust Advisors | 3,942 | $419.4K | 0.05% | +972+32.7% | Added |
| First National Bank of South Miami | 3,943 | $419.5K | 0.33% | +63+1.6% | Added |
| D'Orazio & Associates, Inc. | 3,944 | $419.6K | 0.11% | −107−2.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 3,947 | $420.0K | 0.14% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 3,949 | $420.2K | 0.17% | +1,809+84.5% | Added |
| Ethos Financial Group, LLC | 3,928 | $420.8K | 0.13% | −95−2.4% | Reduced |
| Vista Wealth Management Group, LLC | 3,955 | $420.8K | 0.05% | −241−5.7% | Reduced |
| Goldstein Advisors, LLC | 3,960 | $421.3K | 0.09% | +118+3.1% | Added |
| Compton Capital Management Inc | 3,973 | $422.7K | 0.91% | −7,840−66.4% | Reduced |
| Financial Partners Group, Inc | 3,974 | $422.8K | 0.09% | −37−0.9% | Reduced |
| Powell Investment Advisors, LLC | 3,950 | $423.1K | 0.24% | −96−2.4% | Reduced |
| Alethea Capital Management, LLC | 4,000 | $425.6K | 0.45% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,000 | $425.6K | 0.28% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 4,000 | $425.6K | 0.31% | 00.0% | Unchanged |