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 |
|---|---|---|---|---|---|
| Tranquility Partners, LLC | 5,458 | $580.7K | 0.28% | −25−0.5% | Reduced |
| Campion Asset Management LLC | 5,462 | $581.1K | 0.55% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,465 | $581.4K | 0.15% | +33+0.6% | Added |
| Centennial Wealth Advisory LLC | 5,465 | $581.4K | 0.31% | +1,653+43.4% | Added |
| Austin Private Wealth, LLC | 5,469 | $581.8K | 0.09% | +676+14.1% | Added |
| Trust Co of Oklahoma | 5,470 | $582.0K | 0.23% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 5,474 | $582.4K | 0.74% | +47+0.9% | Added |
| Viawealth, LLC | 5,491 | $584.2K | 0.46% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 5,492 | $584.3K | 0.09% | −5,229−48.8% | Reduced |
| Fortis Group Advisors, LLC | 5,061 | $584.4K | 0.18% | +5,061 | New |
| Henshaw Capital LLC | 5,500 | $585.1K | 0.04% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 5,505 | $585.7K | 0.38% | +50+0.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 5,512 | $586.5K | 0.09% | +183+3.4% | Added |
| Cornerstone Capital, Inc. | 5,513 | $586.5K | 0.07% | −604−9.9% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 5,500 | $589.0K | 0.01% | +5,500 | New |
| Wagner Wealth Management, LLC | 5,537 | $589.1K | 0.27% | +259+4.9% | Added |
| Roberts Glore & Co Inc | 5,546 | $590.0K | 0.20% | +115+2.1% | Added |
| Burt Wealth Advisors | 5,557 | $591.2K | 0.18% | +99+1.8% | Added |
| Stillwater Investment Management, LLC | 5,562 | $591.7K | 0.16% | +36+0.7% | Added |
| KLR Investment Advisors, LLC | 5,534 | $592.8K | 0.52% | −1,073−16.2% | Reduced |
| Provence Wealth Management Group | 5,589 | $594.6K | 0.40% | +2,453+78.2% | Added |
| CSM Advisors, LLC | 5,588 | $595.0K | 0.05% | 00.0% | Unchanged |
| Waycross Partners, LLC | 5,603 | $596.1K | 0.17% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 5,616 | $597.0K | 0.04% | −277−4.7% | Reduced |
| Bath Savings Trust Co | 5,621 | $598.0K | 0.07% | −175−3.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,626 | $599.0K | 0.69% | −307−5.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 5,632 | $599.1K | 0.04% | +783+16.1% | Added |
| Voya Financial Advisors, Inc. | 5,662 | $599.8K | 0.07% | −830−12.8% | Reduced |
| TSFG, LLC | 5,640 | $600.0K | 0.22% | +750+15.3% | Added |
| Summit Financial, LLC | 5,627 | $602.7K | 0.05% | −247−4.2% | Reduced |
| NFP Retirement, Inc. | 5,669 | $603.1K | 0.12% | +597+11.8% | Added |
| Summit Asset Management, LLC | 5,674 | $603.6K | 0.17% | +304+5.7% | Added |
| Regal Wealth Group, Inc. | 5,320 | $607.2K | 0.43% | +3+0.1% | Added |
| Monticello Wealth Management, LLC | 5,482 | $608.2K | 0.07% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5,729 | $609.5K | 0.21% | −2,508−30.4% | Reduced |
| Osterweis Capital Management Inc | 5,732 | $609.8K | 0.04% | 00.0% | Unchanged |
| Relaxing Retirement Coach | 5,736 | $610.3K | 0.20% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 5,743 | $611.0K | 0.25% | +562+10.8% | Added |
| Diversified, LLC | 5,748 | $611.5K | 0.22% | +19+0.3% | Added |
| Ninepoint Partners LP | 5,748 | $611.5K | 0.08% | +5,748 | New |
| Fca Corp | 5,779 | $614.8K | 0.23% | +5,779 | New |
| Lumbard & Kellner, LLC | 5,402 | $616.8K | 0.31% | +79+1.5% | Added |
| Kenfarb & Co. | 5,800 | $617.1K | 0.55% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 5,810 | $618.1K | 0.49% | +63+1.1% | Added |
| Retirement Guys Formula LLC | 5,811 | $618.2K | 0.44% | +274+4.9% | Added |
| MBM Wealth Consultants, LLC | 5,110 | $619.0K | 0.26% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 5,826 | $619.8K | 0.29% | −250−4.1% | Reduced |
| Lafayette Investments, Inc. | 5,837 | $621.0K | 0.17% | −2,550−30.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,844 | $621.7K | 0.39% | −129−2.2% | Reduced |
| Westmount Partners, LLC | 5,852 | $622.6K | 0.29% | +354+6.4% | Added |
| Caldwell Sutter Capital, Inc. | 5,860 | $623.4K | 0.45% | +2,845+94.4% | Added |
| Hill Investment Group Partners, LLC | 5,871 | $624.6K | 0.12% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,876 | $625.2K | 0.07% | −20−0.3% | Reduced |
| Sovereign Financial Group, Inc. | 5,891 | $626.7K | 0.23% | +6+0.1% | Added |
| Acima Private Wealth, LLC | 5,893 | $627.0K | 0.31% | +795+15.6% | Added |
| Lathrop Investment Management Corp | 5,898 | $627.0K | 0.13% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 5,896 | $627.3K | 0.11% | −6,123−50.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 5,897 | $627.4K | 0.46% | +24+0.4% | Added |
| Charles Carroll Financial Partners, LLC | 5,906 | $628.4K | 0.96% | +550+10.3% | Added |
| Sugarloaf Wealth Management, LLC | 5,926 | $630.5K | 0.15% | −284−4.6% | Reduced |
| Olistico Wealth, LLC | 5,934 | $631.3K | 0.61% | +631+11.9% | Added |
| BOK Financial Private Wealth, Inc. | 5,904 | $632.4K | 0.05% | +51+0.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 5,949 | $632.9K | 0.05% | +82+1.4% | Added |
| Continental Advisors LLC | 5,966 | $634.7K | 0.58% | −4,000−40.1% | Reduced |
| Bourne Lent Asset Management Inc | 5,967 | $634.8K | 0.24% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 5,967 | $634.8K | 0.13% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,000 | $638.3K | 0.66% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 6,002 | $638.6K | 0.51% | −79−1.3% | Reduced |
| KG&L Capital Management,LLC | 6,007 | $639.0K | 0.34% | +891+17.4% | Added |
| DHJJ Financial Advisors, Ltd. | 6,014 | $639.8K | 0.35% | 00.0% | Unchanged |
| S.A. Mason LLC | 6,014 | $639.9K | 0.46% | +66+1.1% | Added |
| Summit Financial Strategies, Inc. | 6,032 | $641.7K | 0.13% | −969−13.8% | Reduced |
| Chemistry Wealth Management LLC | 6,036 | $642.2K | 0.22% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 6,099 | $646.3K | 0.52% | −1,545−20.2% | Reduced |
| Ategra Capital Management, LLC | 5,247 | $647.0K | 0.36% | −2,034−27.9% | Reduced |
| Ellenbecker Investment Group | 6,100 | $648.0K | 0.18% | +36+0.6% | Added |
| Octavia Wealth Advisors, LLC | 6,056 | $648.8K | 0.15% | +20.0% | Added |
| Legacy Trust | 6,106 | $649.6K | 0.19% | +200+3.4% | Added |
| Legacy Capital Wealth Partners, LLC | 6,114 | $650.5K | 0.18% | +6,114 | New |
| Concentric Wealth Management, LLC | 6,118 | $650.9K | 0.22% | +83+1.4% | Added |
| Bedel Financial Consulting, Inc. | 6,121 | $651.2K | 0.16% | −269−4.2% | Reduced |
| JT Stratford LLC | 6,122 | $651.3K | 0.19% | −1,558−20.3% | Reduced |
| TAP Consulting, LLC | 6,137 | $652.9K | 0.16% | −1,395−18.5% | Reduced |
| DGS Capital Management, LLC | 6,141 | $653.3K | 0.36% | +7+0.1% | Added |
| Broderick Brian C | 6,150 | $654.3K | 0.18% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 6,160 | $655.4K | 0.63% | +6,160 | New |
| Salomon & Ludwin, LLC | 6,166 | $656.0K | 0.08% | −40−0.6% | Reduced |
| Tower Wealth Partners, Inc. | 6,172 | $656.7K | 0.55% | −1,463−19.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,176 | $657.0K | 0.14% | +6,176 | New |
| Resonant Capital Advisors, LLC | 6,142 | $657.9K | 0.07% | −958−13.5% | Reduced |
| Buckingham Strategic Partners | 6,185 | $658.1K | 0.04% | −112−1.8% | Reduced |
| Altus Wealth Management, LLC | 6,187 | $658.3K | 0.54% | +13+0.2% | Added |
| Certified Advisory Corp | 6,224 | $662.2K | 0.12% | +864+16.1% | Added |
| Boltwood Capital Management | 6,233 | $663.1K | 0.25% | −50−0.8% | Reduced |
| Verity & Verity, LLC | 6,245 | $664.4K | 0.08% | −3,931−38.6% | Reduced |
| Perennial Investment Advisors, LLC | 6,289 | $669.2K | 0.13% | +1,310+26.3% | Added |
| Howard Financial Services, Ltd. | 6,298 | $670.0K | 0.16% | +21+0.3% | Added |
| Samalin Investment Counsel, LLC | 6,306 | $670.8K | 0.40% | +30+0.5% | Added |
| Canton Hathaway, LLC | 6,320 | $672.0K | 0.23% | 00.0% | Unchanged |
| ESG Planning | 6,324 | $672.8K | 0.84% | −13,251−67.7% | Reduced |