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
- 3,187
- +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
- 1,209 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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 57,108 | $6.08M | 1.01% | +768+1.4% | Added |
| Edgemoor Investment Advisors, Inc. | 56,952 | $6.06M | 0.74% | −3,906−6.4% | Reduced |
| Ballentine Partners, LLC | 56,929 | $6.06M | 0.15% | +15,114+36.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 56,742 | $6.04M | 0.82% | −579−1.0% | Reduced |
| Equitable Trust Co | 56,670 | $6.03M | 0.47% | −1,869−3.2% | Reduced |
| Choate Investment Advisors | 56,669 | $6.03M | 0.29% | −240−0.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 56,696 | $6.03M | 0.12% | −7,375−11.5% | Reduced |
| Chesley Taft & Associates LLC | 56,504 | $6.01M | 0.39% | +204+0.4% | Added |
| SevenBridge Financial Group, LLC | 56,467 | $6.01M | 1.66% | −130.0% | Reduced |
| Cypress Capital Group | 56,338 | $5.99M | 0.92% | −2,463−4.2% | Reduced |
| Sector Gamma AS | 56,153 | $5.97M | 1.45% | −143,147−71.8% | Reduced |
| Caldwell Trust Co | 56,141 | $5.97M | 0.83% | −1,273−2.2% | Reduced |
| Spire Wealth Management | 56,044 | $5.96M | 0.23% | −30,776−35.4% | Reduced |
| Bank Ozk | 55,988 | $5.96M | 2.95% | −1,236−2.2% | Reduced |
| Innovis Asset Management LLC | 55,856 | $5.94M | 2.41% | +5,114+10.1% | Added |
| Harrell Investment Partners, LLC | 55,658 | $5.94M | 2.11% | +2,680+5.1% | Added |
| BLB&B Advisors, LLC | 55,769 | $5.93M | 0.44% | −1,799−3.1% | Reduced |
| Bridges Investment Management Inc | 55,537 | $5.91M | 0.21% | −750−1.3% | Reduced |
| Montgomery Investment Management Inc | 55,532 | $5.91M | 2.09% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 55,501 | $5.90M | 0.31% | −4,481−7.5% | Reduced |
| Parallel Advisors, LLC | 55,491 | $5.90M | 0.20% | +2,996+5.7% | Added |
| Meridian Wealth Management, LLC | 55,444 | $5.90M | 0.51% | +8,731+18.7% | Added |
| Money Concepts Capital Corp | 55,145 | $5.90M | 0.33% | −15,591−22.0% | Reduced |
| Red Door Wealth Management, LLC | 55,334 | $5.89M | 1.85% | +672+1.2% | Added |
| Sectoral Asset Management Inc | 55,000 | $5.85M | 1.12% | 00.0% | Unchanged |
| West Coast Financial LLC | 54,946 | $5.85M | 0.89% | −202−0.4% | Reduced |
| Advisors Capital Management, LLC | 54,927 | $5.84M | 0.15% | −980−1.8% | Reduced |
| Keebeck Wealth Management, LLC | 54,540 | $5.84M | 0.94% | +3,746+7.4% | Added |
| Sentry LLC | 54,809 | $5.83M | 1.37% | +54,809 | New |
| BancorpSouth Bank | 54,770 | $5.83M | 0.54% | −568−1.0% | Reduced |
| Roundview Capital LLC | 54,728 | $5.82M | 0.61% | +728+1.3% | Added |
| Jackson Hole Capital Partners, LLC | 54,366 | $5.76M | 1.52% | +822+1.5% | Added |
| Venture Visionary Partners LLC | 54,101 | $5.76M | 0.36% | −8,190−13.1% | Reduced |
| HBK Sorce Advisory LLC | 53,982 | $5.74M | 0.26% | −59,826−52.6% | Reduced |
| Hallmark Capital Management Inc | 53,973 | $5.74M | 0.52% | −2,165−3.9% | Reduced |
| Berger Financial Group, Inc | 53,693 | $5.71M | 0.69% | +42,873+396.2% | Added |
| Picton Mahoney Asset Management | 53,620 | $5.70M | 0.29% | +26,617+98.6% | Added |
| Biltmore Family Office, LLC | 53,177 | $5.70M | 1.20% | +8,578+19.2% | Added |
| Baker Tilly Wealth Management, LLC | 53,467 | $5.69M | 0.64% | +2,383+4.7% | Added |
| Brookstone Capital Management | 49,422 | $5.68M | 0.11% | −19,505−28.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 53,364 | $5.68M | 1.55% | +710+1.3% | Added |
| Boston Family Office LLC | 53,189 | $5.66M | 0.45% | +101+0.2% | Added |
| Globeflex Capital L P | 53,115 | $5.65M | 0.69% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 53,107 | $5.65M | 1.20% | −2,357−4.2% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 53,057 | $5.64M | 5.15% | −1,002−1.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 53,038 | $5.64M | 1.07% | +1,996+3.9% | Added |
| Newman Dignan & Sheerar, Inc. | 52,688 | $5.61M | 1.80% | −964−1.8% | Reduced |
| Connectus Wealth, LLC | 52,632 | $5.60M | 0.14% | −1,491−2.8% | Reduced |
| Berkshire Bank | 52,590 | $5.60M | 1.66% | −4,256−7.5% | Reduced |
| Hennessy Advisors Inc | 52,300 | $5.56M | 0.41% | −42,500−44.8% | Reduced |
| Red Spruce Capital, LLC | 52,260 | $5.56M | 3.25% | +847+1.6% | Added |
| Hilton Capital Management, LLC | 50,098 | $5.56M | 0.73% | +50,098 | New |
| Ellsworth Advisors, LLC | 52,108 | $5.54M | 1.95% | +274+0.5% | Added |
| Asset Dedication, LLC | 52,085 | $5.54M | 0.51% | −1,142−2.1% | Reduced |
| Moneta Group Investment Advisors LLC | 52,094 | $5.54M | 0.13% | +11,717+29.0% | Added |
| Howland Capital Management LLC | 51,702 | $5.54M | 0.33% | −1,684−3.2% | Reduced |
| Manchester Capital Management LLC | 51,933 | $5.53M | 0.72% | +10,810+26.3% | Added |
| Sepio Capital, LP | 51,834 | $5.51M | 0.51% | −2,754−5.0% | Reduced |
| Studio Investment Management LLC | 51,289 | $5.49M | 1.66% | −3,398−6.2% | Reduced |
| Fishman Jay A Ltd | 51,611 | $5.49M | 0.70% | +350+0.7% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 51,444 | $5.47M | 1.66% | −500−1.0% | Reduced |
| Geneva Partners, LLC | 51,246 | $5.45M | 4.67% | −2,114−4.0% | Reduced |
| Savant Capital, LLC | 51,220 | $5.45M | 0.10% | +4,981+10.8% | Added |
| Community Bank & Trust, Waco, Texas | 51,083 | $5.43M | 1.73% | −617−1.2% | Reduced |
| New Hampshire Trust | 50,976 | $5.42M | 1.46% | −5,461−9.7% | Reduced |
| Shorepoint Capital Partners LLC | 50,975 | $5.42M | 1.55% | −10,218−16.7% | Reduced |
| Private Trust Co NA | 50,970 | $5.42M | 0.74% | +5,214+11.4% | Added |
| Value Partners Investments Inc. | 50,748 | $5.40M | 0.44% | −21,959−30.2% | Reduced |
| Wendell David Associates Inc | 50,639 | $5.39M | 0.64% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 50,607 | $5.38M | 0.27% | −1,106−2.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 50,522 | $5.38M | 0.11% | −1,905−3.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 50,193 | $5.37M | 1.82% | −14,571−22.5% | Reduced |
| Ostrum Asset Management | 50,472 | $5.37M | 0.47% | +50,472 | New |
| Verdence Capital Advisors LLC | 50,405 | $5.36M | 0.65% | −5,216−9.4% | Reduced |
| Hanson & Doremus Investment Management | 50,267 | $5.35M | 1.19% | −7,757−13.4% | Reduced |
| Jarislowsky, Fraser Ltd | 50,105 | $5.33M | 0.03% | +1,395+2.9% | Added |
| Excalibur Management Corp | 49,868 | $5.31M | 2.75% | −315−0.6% | Reduced |
| M. Kulyk & Associates, LLC | 49,694 | $5.29M | 1.60% | +2,211+4.7% | Added |
| Endurant Capital Management LP | 49,573 | $5.27M | 2.71% | −76,430−60.7% | Reduced |
| Cornercap Investment Counsel Inc | 49,502 | $5.27M | 0.93% | −1,994−3.9% | Reduced |
| Demars Financial Group, LLC | 49,390 | $5.25M | 2.90% | −1,352−2.7% | Reduced |
| Bridgecreek Investment Management, LLC | 49,370 | $5.25M | 1.08% | −1,100−2.2% | Reduced |
| Birmingham Capital Management Co Inc | 49,323 | $5.25M | 2.09% | −2,576−5.0% | Reduced |
| Stratos Wealth Advisors, LLC | 49,260 | $5.24M | 0.40% | +512+1.1% | Added |
| Profund Advisors LLC | 49,105 | $5.22M | 0.32% | −2,108−4.1% | Reduced |
| Baugh & Associates, LLC | 48,179 | $5.22M | 3.33% | −1,076−2.2% | Reduced |
| Sandy Spring Bank | 48,911 | $5.20M | 0.30% | −1,152−2.3% | Reduced |
| Signaturefd, LLC | 48,630 | $5.17M | 0.14% | +2,527+5.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 48,584 | $5.17M | 0.22% | −477−1.0% | Reduced |
| Sandhill Capital Partners LLC | 48,441 | $5.15M | 0.49% | −6,416−11.7% | Reduced |
| Comerica Securities,inc. | 48,017 | $5.14M | 0.37% | +130.0% | Added |
| Meridian Wealth Advisors, LLC | 48,289 | $5.14M | 1.29% | −80.0% | Reduced |
| Quantitative Investment Management, LLC | 48,177 | $5.13M | 1.08% | +48,177 | New |
| Pittenger & Anderson Inc | 48,085 | $5.12M | 0.26% | +65+0.1% | Added |
| Warren Averett Asset Management, LLC | 48,073 | $5.11M | 0.27% | +7,874+19.6% | Added |
| SS&H Financial Advisors, Inc. | 48,067 | $5.11M | 2.34% | +2,167+4.7% | Added |
| Philadelphia Trust Co | 48,045 | $5.11M | 0.52% | −55−0.1% | Reduced |
| Buck Wealth Strategies, LLC | 47,955 | $5.10M | 2.49% | +47,955 | New |
| Citizens National Bank Trust Department | 47,868 | $5.09M | 1.41% | −2,500−5.0% | Reduced |
| tru Independence LLC | 47,770 | $5.08M | 1.64% | −11,355−19.2% | Reduced |