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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Almanack Investment Partners, LLC. | 4,630 | $492.6K | 0.10% | −100−2.1% | Reduced |
| Coastwise Capital Group, LLC | 4,637 | $493.3K | 0.56% | +1,487+47.2% | Added |
| Crown Wealth Group, LLC | 4,642 | $493.9K | 0.41% | −303−6.1% | Reduced |
| Rain Capital Management, LLC | 4,642 | $493.9K | 0.34% | −127−2.7% | Reduced |
| Advisors Preferred, LLC | 4,538 | $494.1K | 0.17% | −922−16.9% | Reduced |
| CWS Financial Advisors, LLC | 4,646 | $494.3K | 0.20% | +4,646 | New |
| Harfst & Associates, Inc. | 4,647 | $494.4K | 0.14% | −25−0.5% | Reduced |
| Fairview Capital Investment Management, LLC | 4,653 | $495.0K | 0.03% | +423+10.0% | Added |
| UMA Financial Services, Inc. | 4,340 | $495.3K | 0.13% | −31−0.7% | Reduced |
| Private Portfolio Partners LLC | 4,658 | $495.6K | 0.13% | −23−0.5% | Reduced |
| Barr E S & Co | 4,662 | $496.0K | 0.04% | −250−5.1% | Reduced |
| Element Wealth, LLC | 4,663 | $496.1K | 0.37% | +149+3.3% | Added |
| Coerente Capital Management | 4,681 | $498.0K | 0.11% | −100−2.1% | Reduced |
| Aspen Investment Management Inc | 4,692 | $499.0K | 0.32% | −70−1.5% | Reduced |
| Camelot Portfolios, LLC | 4,693 | $499.3K | 0.35% | +61+1.3% | Added |
| Private Ocean, LLC | 4,730 | $503.2K | 0.07% | +1,552+48.8% | Added |
| Parisi Gray Wealth Management | 4,737 | $504.0K | 0.31% | −74−1.5% | Reduced |
| Meridian Investment Counsel Inc. | 4,746 | $504.9K | 0.19% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 4,759 | $506.3K | 0.19% | +4,759 | New |
| Neumann Capital Management, LLC | 4,765 | $506.9K | 0.22% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,776 | $508.1K | 0.26% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 4,794 | $510.0K | 0.47% | +341+7.7% | Added |
| Farther Finance Advisors, LLC | 4,820 | $512.8K | 0.15% | +1,827+61.0% | Added |
| Evanson Asset Management, LLC | 4,821 | $512.9K | 0.05% | +59+1.2% | Added |
| Paragon Capital Management Ltd | 4,869 | $518.1K | 0.12% | +5+0.1% | Added |
| HGK Asset Management Inc | 4,875 | $519.0K | 0.16% | 00.0% | Unchanged |
| MQS Management LLC | 4,879 | $519.1K | 0.33% | +4,879 | New |
| Altshuler Shaham Ltd | 4,891 | $520.4K | 0.01% | +4,423+945.1% | Added |
| Veracity Capital LLC | 4,892 | $520.4K | 0.24% | +92+1.9% | Added |
| Cardiff Park Advisors, LLC | 4,896 | $520.9K | 0.07% | +16+0.3% | Added |
| First National Bank | 4,905 | $521.8K | 0.45% | −145−2.9% | Reduced |
| Accel Wealth Management | 4,914 | $522.8K | 0.21% | −59−1.2% | Reduced |
| Balboa Wealth Partners | 4,918 | $523.2K | 0.20% | −476−8.8% | Reduced |
| Liberty Wealth Management LLC | 4,940 | $525.5K | 0.11% | +4,940 | New |
| Column Capital Advisors, LLC | 4,953 | $527.0K | 0.08% | +1,156+30.4% | Added |
| Channel Wealth LLC | 4,958 | $527.4K | 0.34% | +4,958 | New |
| First United Bank Trust | 4,960 | $527.7K | 0.25% | −100−2.0% | Reduced |
| Investment Advisory Services Inc | 4,964 | $528.1K | 0.26% | +264+5.6% | Added |
| United Bank | 4,964 | $528.1K | 0.07% | +15+0.3% | Added |
| Knights of Columbus Asset Advisors LLC | 4,965 | $528.2K | 0.05% | −980−16.5% | Reduced |
| Hanseatic Management Services Inc | 4,971 | $529.0K | 1.19% | +4,629+1,353.5% | Added |
| BOS Asset Management, LLC | 4,982 | $530.0K | 0.44% | +63+1.3% | Added |
| SRS Capital Advisors, Inc. | 4,987 | $530.6K | 0.07% | −18−0.4% | Reduced |
| Childress Capital Advisors, LLC | 4,996 | $531.5K | 0.23% | −5,440−52.1% | Reduced |
| Eos Management, L.P. | 5,000 | $532.0K | 0.28% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,001 | $532.1K | 0.38% | +83+1.7% | Added |
| Syntegra Private Wealth Group, LLC | 5,007 | $532.7K | 0.09% | +22+0.4% | Added |
| Castle Rock Wealth Management, LLC | 4,539 | $532.9K | 0.19% | +46+1.0% | Added |
| Wealth Alliance Advisory Group, LLC | 5,010 | $533.0K | 0.20% | −72−1.4% | Reduced |
| Silvia McColl Wealth Management, LLC | 5,016 | $533.7K | 0.53% | −217−4.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,021 | $534.0K | 0.20% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 5,027 | $534.8K | 0.39% | −403−7.4% | Reduced |
| InTrack Investment Management Inc | 4,923 | $535.8K | 0.49% | −565−10.3% | Reduced |
| Wealth Quarterback LLC | 5,050 | $537.3K | 0.46% | +50+1.0% | Added |
| STAR Financial Bank | 5,059 | $538.2K | 0.52% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 5,069 | $539.3K | 0.13% | 00.0% | Unchanged |
| First International Bank & Trust | 5,072 | $539.6K | 0.18% | −212−4.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 5,075 | $540.0K | 0.05% | +128+2.6% | Added |
| Wayfinding Financial, LLC | 5,060 | $542.0K | 0.41% | +384+8.2% | Added |
| McDaniel Terry & Co | 5,106 | $543.0K | 0.06% | −159−3.0% | Reduced |
| Lesa Sroufe & Co | 5,100 | $543.0K | 0.55% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 5,095 | $543.0K | 0.20% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 5,107 | $543.3K | 0.14% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 5,116 | $544.3K | 0.04% | −1,203−19.0% | Reduced |
| Ofi Invest Asset Management | 57,943,292 | $544.6K | 2.82% | +57,943,292 | New |
| KRS Capital Management, LLC | 5,124 | $545.2K | 0.61% | +772+17.7% | Added |
| Montchanin Asset Management, LLC | 5,133 | $546.0K | 0.69% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5,136 | $546.4K | 0.30% | −332−6.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 5,106 | $547.0K | 0.36% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 5,167 | $549.7K | 0.07% | −318−5.8% | Reduced |
| Atticus Wealth Management, LLC | 5,168 | $549.9K | 0.21% | −6,190−54.5% | Reduced |
| Somerset Trust Co | 5,172 | $550.2K | 0.24% | −1,029−16.6% | Reduced |
| Beacon Capital Management, LLC | 5,176 | $550.7K | 0.16% | −103−2.0% | Reduced |
| Unionview, LLC | 5,184 | $551.5K | 0.52% | −28−0.5% | Reduced |
| MBA Advisors LLC | 5,205 | $553.7K | 0.34% | −14−0.3% | Reduced |
| Capital City Trust Co | 5,205 | $553.8K | 0.18% | +381+7.9% | Added |
| Addison Advisors LLC | 5,223 | $555.7K | 0.31% | −272−4.9% | Reduced |
| Ironwood Financial, llc | 5,228 | $556.2K | 0.16% | +3+0.1% | Added |
| Johnson Bixby & Associates, LLC | 5,251 | $558.6K | 0.12% | 00.0% | Unchanged |
| Intrua Financial, LLC | 4,779 | $559.9K | 0.12% | −915−16.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 5,269 | $560.6K | 0.15% | −31−0.6% | Reduced |
| Eagle Bay Advisors LLC | 5,272 | $560.8K | 0.31% | −340−6.1% | Reduced |
| Holistic Financial Partners | 5,274 | $561.1K | 0.44% | +249+5.0% | Added |
| Farmers Trust Co | 5,287 | $562.5K | 0.12% | −57−1.1% | Reduced |
| Opal Wealth Advisors, LLC | 5,290 | $562.8K | 0.33% | +242+4.8% | Added |
| NSI Retail Advisors, LLC | 5,288 | $563.0K | 0.12% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 5,314 | $565.4K | 0.17% | +5,314 | New |
| Addison Capital Co | 5,316 | $566.0K | 0.43% | −3,474−39.5% | Reduced |
| Hummer Financial Advisory Services Inc | 5,289 | $566.3K | 0.60% | −466−8.1% | Reduced |
| Absher Wealth Management, LLC | 5,335 | $567.6K | 0.10% | −378−6.6% | Reduced |
| Terry L. Blaker | 5,340 | $568.1K | 0.05% | −1,627−23.4% | Reduced |
| Defined Wealth Management, LLC | 5,350 | $569.2K | 0.53% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 5,361 | $570.4K | 0.29% | −140−2.5% | Reduced |
| Truepoint, Inc. | 5,382 | $572.6K | 0.02% | +7+0.1% | Added |
| Clarus Group, Inc. | 5,384 | $572.8K | 0.54% | +12+0.2% | Added |
| Davidson Trust Co | 5,404 | $574.9K | 0.44% | +1,755+48.1% | Added |
| Pinnacle Bancorp, Inc. | 5,406 | $575.1K | 0.21% | +14+0.3% | Added |
| Hollencrest Capital Management | 5,423 | $576.9K | 0.06% | +10.0% | Added |
| Blackston Financial Advisory Group, LLC | 5,420 | $577.0K | 0.43% | −300−5.2% | Reduced |
| Baystate Wealth Management LLC | 5,427 | $577.4K | 0.05% | +383+7.6% | Added |