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 |
|---|---|---|---|---|---|
| Planned Solutions, Inc. | 4,013 | $426.9K | 0.27% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4,013 | $426.9K | 0.10% | +213+5.6% | Added |
| Crew Capital Management, Ltd. | 4,021 | $427.8K | 0.61% | −384−8.7% | Reduced |
| Regatta Capital Group, LLC | 3,857 | $428.0K | 0.15% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 4,024 | $428.1K | 0.27% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 4,025 | $428.2K | 0.06% | −150−3.6% | Reduced |
| Sax Wealth Advisors, LLC | 4,032 | $429.0K | 0.09% | −734−15.4% | Reduced |
| Mendel Capital Management LLC | 4,040 | $429.9K | 0.39% | +23+0.6% | Added |
| Oak Asset Management, LLC | 4,045 | $430.3K | 0.19% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 4,045 | $430.4K | 0.04% | +786+24.1% | Added |
| Pennsylvania Capital Management Inc | 4,057 | $431.6K | 0.21% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 4,061 | $431.9K | 0.12% | −191−4.5% | Reduced |
| Prentiss Smith & Co Inc | 4,067 | $432.7K | 0.32% | 00.0% | Unchanged |
| Aire Advisors, LLC | 4,071 | $433.3K | 0.12% | −570−12.3% | Reduced |
| Affinity Capital Advisors, LLC | 4,075 | $433.6K | 0.13% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 3,708 | $435.2K | 0.06% | −45−1.2% | Reduced |
| Edgestream Partners, L.P. | 4,093 | $435.5K | 0.05% | −3,589−46.7% | Reduced |
| Grandview Asset Management LLC | 4,100 | $436.0K | 0.26% | 00.0% | Unchanged |
| Schubert & Co | 4,108 | $437.1K | 0.39% | −481−10.5% | Reduced |
| Rosenberg Matthew Hamilton | 4,110 | $437.2K | 0.14% | +10.0% | Added |
| Tarbox Family Office, Inc. | 4,114 | $437.7K | 0.09% | −425−9.4% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,115 | $437.7K | 0.07% | −121−2.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,126 | $439.0K | 0.03% | −1,174−22.2% | Reduced |
| TFB Advisors LLC | 4,127 | $439.0K | 0.33% | −167−3.9% | Reduced |
| Merriman Wealth Management, LLC | 4,118 | $440.8K | 0.02% | +458+12.5% | Added |
| CMG Global Holdings, LLC | 4,144 | $440.9K | 0.40% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 4,145 | $441.0K | 0.26% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,148 | $441.3K | 0.01% | −29,755−87.8% | Reduced |
| Norwood Financial Corp | 4,159 | $442.5K | 0.70% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 4,163 | $443.0K | 0.26% | +14+0.3% | Added |
| Hexagon Capital Partners LLC | 4,172 | $443.8K | 0.12% | −972−18.9% | Reduced |
| Tilson Financial Group, Inc. | 4,183 | $445.0K | 0.36% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 4,187 | $445.4K | 0.33% | +5+0.1% | Added |
| First Affirmative Financial Network | 4,200 | $446.8K | 0.52% | +345+8.9% | Added |
| St. Clair Advisors, LLC | 4,200 | $446.8K | 0.19% | +4,200 | New |
| Penbrook Management LLC | 4,206 | $447.5K | 0.35% | 00.0% | Unchanged |
| Firestone Capital Management | 4,209 | $447.8K | 0.16% | −143−3.3% | Reduced |
| Capital Investment Counsel, Inc | 4,221 | $449.1K | 0.10% | 00.0% | Unchanged |
| ETF Store, Inc. | 3,866 | $450.5K | 0.34% | +8+0.2% | Added |
| Lyell Wealth Management, LP | 4,237 | $450.8K | 0.06% | +124+3.0% | Added |
| Hemington Wealth Management | 4,241 | $451.0K | 0.18% | −167−3.8% | Reduced |
| Palogic Value Management, L.P. | 4,250 | $452.2K | 0.22% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 4,282 | $455.6K | 0.12% | +839+24.4% | Added |
| Asset Management Corp | 4,284 | $455.8K | 0.36% | −327−7.1% | Reduced |
| Howard Wealth Management, LLC | 4,291 | $456.5K | 0.38% | 00.0% | Unchanged |
| Archetype Wealth Partners | 4,293 | $457.0K | 0.09% | +438+11.4% | Added |
| Executive Wealth Management, LLC | 4,300 | $457.5K | 0.05% | +124+3.0% | Added |
| Goodman Advisory Group, LLC | 4,312 | $458.8K | 0.25% | −25,162−85.4% | Reduced |
| Private Capital Management LLC | 4,313 | $458.9K | 0.14% | +1,557+56.5% | Added |
| JSF Financial, LLC | 4,329 | $460.6K | 0.17% | −5,631−56.5% | Reduced |
| Wall Street Access Asset Management, LLC | 4,336 | $461.3K | 0.30% | −907−17.3% | Reduced |
| Keystone Wealth Services, LLC | 4,344 | $462.2K | 0.19% | +17+0.4% | Added |
| Compass Ion Advisors, LLC | 4,346 | $462.3K | 0.12% | +42+1.0% | Added |
| Intrinsic Value Partners, LLC | 4,347 | $462.5K | 0.63% | −140−3.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,353 | $463.1K | 0.36% | +19+0.4% | Added |
| Moss Adams Wealth Advisors LLC | 4,329 | $463.7K | 0.16% | +338+8.5% | Added |
| Verus Capital Partners, LLC | 4,359 | $463.7K | 0.07% | +201+4.8% | Added |
| Cora Capital Advisors LLC | 4,368 | $464.7K | 0.35% | +90+2.1% | Added |
| Consolidated Portfolio Review Corp | 4,368 | $464.7K | 0.13% | +4,368 | New |
| Perritt Capital Management Inc | 4,371 | $465.0K | 0.26% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 4,377 | $465.7K | 0.38% | +190+4.5% | Added |
| Cottage Street Advisors LLC | 4,386 | $466.6K | 0.36% | +4,386 | New |
| Hurlow Wealth Management Group, Inc. | 4,398 | $467.9K | 0.22% | +6+0.1% | Added |
| Shay Capital LLC | 4,411 | $469.3K | 0.19% | +4,411 | New |
| BHK Investment Advisors, LLC | 4,417 | $469.9K | 0.21% | +232+5.5% | Added |
| Close Asset Management Ltd | 4,428 | $471.0K | 0.02% | −1,080−19.6% | Reduced |
| Blue Barn Wealth, LLC | 4,429 | $471.2K | 0.29% | −826−15.7% | Reduced |
| Castle Wealth Management LLC | 4,405 | $471.4K | 0.36% | −16−0.4% | Reduced |
| Mayfair Advisory Group, LLC | 4,094 | $472.1K | 0.51% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4,098 | $472.5K | 0.13% | +70+1.7% | Added |
| 360 Financial, Inc. | 4,444 | $472.8K | 0.25% | +3+0.1% | Added |
| Guild Investment Management, Inc. | 4,448 | $473.3K | 0.73% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,456 | $474.1K | 0.06% | −2,942−39.8% | Reduced |
| Boyar Asset Management Inc. | 4,457 | $474.2K | 0.37% | −1,571−26.1% | Reduced |
| Wedge Capital Management L L P | 4,463 | $474.8K | 0.01% | +18+0.4% | Added |
| Clearview Wealth Advisors LLC | 4,466 | $475.2K | 0.48% | −1,797−28.7% | Reduced |
| Wrapmanager Inc | 4,479 | $476.6K | 0.15% | −6,228−58.2% | Reduced |
| Wambolt & Associates, LLC | 4,380 | $476.8K | 0.17% | −27−0.6% | Reduced |
| Liberty Capital Management, Inc. | 4,483 | $476.9K | 0.16% | 00.0% | Unchanged |
| Lane & Associates LLC | 4,489 | $477.6K | 0.43% | −638−12.4% | Reduced |
| Financial Strategies Group, Inc. | 4,498 | $478.5K | 0.18% | 00.0% | Unchanged |
| CSS LLC | 4,500 | $478.8K | 0.04% | +1,001+28.6% | Added |
| Perkins Coie Trust Co | 4,501 | $478.9K | 0.14% | 00.0% | Unchanged |
| Cedrus LLC | 4,502 | $479.0K | 0.34% | −269−5.6% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 4,504 | $479.0K | 0.26% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 4,521 | $481.0K | 0.30% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,526 | $482.0K | 0.24% | +44+1.0% | Added |
| Pointe Capital Management LLC | 4,533 | $482.3K | 0.35% | −78−1.7% | Reduced |
| Greatmark Investment Partners, Inc. | 4,538 | $482.8K | 0.09% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 4,543 | $483.0K | 0.07% | +30+0.7% | Added |
| Park Edge Advisors, LLC | 4,541 | $483.1K | 0.19% | −193−4.1% | Reduced |
| Mirabella Financial Services LLP | 4,546 | $483.6K | 0.10% | +4,546 | New |
| BIP Wealth, LLC | 4,550 | $484.2K | 0.05% | +4,550 | New |
| Rise Advisors, LLC | 4,565 | $485.7K | 0.37% | +383+9.2% | Added |
| Carlson Capital Management | 4,568 | $486.0K | 0.03% | −54−1.2% | Reduced |
| X-Square Capital, LLC | 4,568 | $486.0K | 0.29% | +10.0% | Added |
| N.E.W. Advisory Services LLC | 4,575 | $486.8K | 0.07% | +248+5.7% | Added |
| Quantamental Technologies LLC | 4,598 | $489.2K | 0.26% | +4,598 | New |
| Beta Wealth Group, Inc. | 4,600 | $489.4K | 0.28% | +500+12.2% | Added |
| Annandale Capital, LLC | 4,616 | $491.0K | 0.16% | 00.0% | Unchanged |