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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 47,587 | $5.06M | 0.75% | −5,114−9.7% | Reduced |
| Investment Management of Virginia LLC | 47,434 | $5.05M | 0.96% | −148−0.3% | Reduced |
| Chicago Trust Co NA | 47,294 | $5.03M | 1.26% | −6,371−11.9% | Reduced |
| Shelton Capital Management | 47,211 | $5.02M | 0.21% | +36,211+329.2% | Added |
| Raab & Moskowitz Asset Management LLC | 46,974 | $5.00M | 1.82% | −1,578−3.3% | Reduced |
| Greylin Investment Mangement Inc | 46,910 | $4.99M | 0.91% | −35−0.1% | Reduced |
| Quest Investment Management LLC | 46,794 | $4.98M | 0.68% | +28,794+160.0% | Added |
| Plimoth Trust Co LLC | 46,749 | $4.97M | 1.54% | +1,107+2.4% | Added |
| Abbrea Capital, LLC | 46,417 | $4.97M | 0.84% | +360+0.8% | Added |
| Brooks, Moore & Associates, Inc. | 46,655 | $4.96M | 3.56% | +1,856+4.1% | Added |
| Founders Capital Management | 46,628 | $4.96M | 3.79% | −290−0.6% | Reduced |
| Fiduciary Alliance LLC | 46,605 | $4.96M | 1.24% | +3,168+7.3% | Added |
| Loomis Sayles & Co L P | 46,449 | $4.94M | 0.01% | −3,394−6.8% | Reduced |
| Cozad Asset Management Inc | 46,285 | $4.92M | 0.65% | −1,179−2.5% | Reduced |
| Dynamic Advisor Solutions LLC | 46,166 | $4.91M | 0.29% | −924−2.0% | Reduced |
| Rowland & Co Investment Counsel | 46,153 | $4.91M | 1.19% | −245−0.5% | Reduced |
| Rench Wealth Management, Inc. | 46,079 | $4.90M | 2.35% | −13,557−22.7% | Reduced |
| Jackson Square Capital, LLC | 45,976 | $4.89M | 2.19% | +39,119+570.5% | Added |
| Girard Partners Ltd. | 45,844 | $4.88M | 0.54% | −838−1.8% | Reduced |
| QV Investors Inc. | 45,812 | $4.87M | 0.46% | −2,470−5.1% | Reduced |
| J.W. Cole Advisors, Inc. | 45,813 | $4.87M | 0.35% | +257+0.6% | Added |
| Belpointe Asset Management LLC | 45,595 | $4.85M | 0.26% | −5,983−11.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 45,594 | $4.85M | 0.17% | −1,564−3.3% | Reduced |
| FWL Investment Management, LLC | 45,578 | $4.85M | 3.57% | −2,137−4.5% | Reduced |
| Personal Cfo Solutions, LLC | 45,448 | $4.84M | 1.00% | −948−2.0% | Reduced |
| Hendley & Co Inc | 45,267 | $4.82M | 2.16% | −37−0.1% | Reduced |
| Merit Financial Group, LLC | 45,239 | $4.81M | 0.18% | −855−1.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 45,237 | $4.81M | 0.43% | +10.0% | Added |
| WealthTrust Axiom LLC | 45,187 | $4.81M | 1.64% | −1,056−2.3% | Reduced |
| Monte Financial Group, LLC | 45,066 | $4.79M | 2.53% | −7,880−14.9% | Reduced |
| Scott & Selber, Inc. | 45,039 | $4.79M | 2.04% | +110+0.2% | Added |
| Avitas Wealth Management LLC | 44,871 | $4.77M | 0.93% | −505−1.1% | Reduced |
| Patton Albertson Miller Group, LLC | 44,861 | $4.77M | 0.87% | +2,874+6.8% | Added |
| Lake Street Advisors Group, LLC | 44,855 | $4.77M | 0.29% | +711+1.6% | Added |
| Chesapeake Asset Management LLC | 44,674 | $4.75M | 4.35% | +44,674 | New |
| Trustmark National Bank Trust Department | 44,672 | $4.75M | 0.43% | +23+0.1% | Added |
| Journey Advisory Group, LLC | 44,644 | $4.75M | 0.75% | −718−1.6% | Reduced |
| Foster & Motley Inc | 44,587 | $4.74M | 0.39% | +4,587+11.5% | Added |
| Dorsey & Whitney Trust CO LLC | 44,580 | $4.74M | 0.43% | +4,247+10.5% | Added |
| Carnegie Capital Asset Management, LLC | 44,564 | $4.74M | 0.19% | −2,949−6.2% | Reduced |
| Catalyst Capital Advisors LLC | 44,550 | $4.74M | 0.14% | −3,050−6.4% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,473 | $4.73M | 1.21% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 38,552 | $4.73M | 0.39% | −4,847−11.2% | Reduced |
| DF Dent & Co Inc | 44,382 | $4.72M | 0.07% | −1,864−4.0% | Reduced |
| Tectonic Advisors LLC | 44,381 | $4.72M | 0.65% | +7,491+20.3% | Added |
| Bailard, Inc. | 44,353 | $4.72M | 0.17% | +120+0.3% | Added |
| Finer Wealth Management, Inc. | 44,081 | $4.69M | 3.96% | +1,194+2.8% | Added |
| TNF LLC | 40,595 | $4.69M | 2.11% | −1,400−3.3% | Reduced |
| RSM US Wealth Management LLC | 43,667 | $4.65M | 0.16% | +34,408+371.6% | Added |
| Black Creek Investment Management Inc. | 43,500 | $4.63M | 0.17% | +4,500+11.5% | Added |
| Ascent Group, LLC | 43,345 | $4.61M | 0.49% | −8,780−16.8% | Reduced |
| Arete Wealth Advisors, LLC | 43,263 | $4.60M | 0.38% | −677−1.5% | Reduced |
| Leavell Investment Management, Inc. | 42,924 | $4.60M | 0.33% | −3,015−6.6% | Reduced |
| First Financial Bank - Trust Division | 43,196 | $4.60M | 0.49% | −725−1.7% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 43,100 | $4.59M | 0.99% | −5,055−10.5% | Reduced |
| LS Investment Advisors, LLC | 42,926 | $4.57M | 0.85% | +12,020+38.9% | Added |
| Harbor Capital Advisors, Inc. | 42,791 | $4.55M | 1.31% | +41,991+5,248.9% | Added |
| Strategy Asset Managers LLC | 42,753 | $4.55M | 1.11% | +3,776+9.7% | Added |
| Phoenix Holdings Ltd. | 42,315 | $4.54M | 0.10% | +19,787+87.8% | Added |
| Bray Capital Advisors | 42,375 | $4.51M | 1.32% | −548−1.3% | Reduced |
| Beddow Capital Management Inc | 42,317 | $4.50M | 2.26% | −611−1.4% | Reduced |
| Hilltop Holdings Inc. | 42,314 | $4.50M | 0.61% | −734−1.7% | Reduced |
| SFMG, LLC | 42,277 | $4.50M | 0.48% | +994+2.4% | Added |
| Dean Investment Associates, LLC | 42,130 | $4.48M | 0.72% | −9,958−19.1% | Reduced |
| Equitable Holdings, Inc. | 42,112 | $4.48M | 0.07% | +11,535+37.7% | Added |
| SlateStone Wealth, LLC | 42,090 | $4.48M | 0.93% | +4,408+11.7% | Added |
| HighTower Trust Services, LTA | 41,547 | $4.47M | 0.44% | −8,814−17.5% | Reduced |
| Chatham Capital Group, Inc. | 42,020 | $4.47M | 1.00% | +110+0.3% | Added |
| KMG Fiduciary Partners, LLC | 42,008 | $4.47M | 0.64% | −29,894−41.6% | Reduced |
| Clear Harbor Asset Management, LLC | 41,987 | $4.47M | 0.46% | +7,974+23.4% | Added |
| Ancora Advisors, LLC | 41,951 | $4.46M | 0.13% | +135+0.3% | Added |
| NEIRG Wealth Management, LLC | 41,941 | $4.46M | 0.77% | +98+0.2% | Added |
| Spinnaker Trust | 41,854 | $4.45M | 0.34% | −185−0.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 41,793 | $4.45M | 0.31% | −1,061−2.5% | Reduced |
| Albion Financial Group | 41,640 | $4.43M | 0.41% | −1,265−2.9% | Reduced |
| Global Retirement Partners, LLC | 37,349 | $4.42M | 0.23% | +7,709+26.0% | Added |
| Conning Inc. | 41,432 | $4.41M | 0.15% | −57,728−58.2% | Reduced |
| Allworth Financial LP | 41,415 | $4.41M | 0.04% | +4,336+11.7% | Added |
| Keel Point, LLC | 41,381 | $4.40M | 0.64% | +32,767+380.4% | Added |
| TFC Financial Management | 41,133 | $4.38M | 1.13% | +387+0.9% | Added |
| Hengehold Capital Management LLC | 41,100 | $4.37M | 0.60% | −1,237−2.9% | Reduced |
| Hudson Value Partners, LLC | 41,096 | $4.37M | 2.49% | +60+0.1% | Added |
| Whitener Capital Management, Inc. | 40,945 | $4.36M | 1.82% | −1,389−3.3% | Reduced |
| Wealthcare Advisory Partners LLC | 40,916 | $4.35M | 0.19% | +645+1.6% | Added |
| Cypress Asset Management Inc | 40,901 | $4.35M | 1.50% | −810−1.9% | Reduced |
| Butensky & Cohen Financial Security, Inc | 40,728 | $4.33M | 1.56% | −2,538−5.9% | Reduced |
| Capital Planning Advisors, LLC | 40,675 | $4.33M | 0.92% | −554−1.3% | Reduced |
| AdvisorNet Financial, Inc | 40,605 | $4.32M | 0.40% | −1,720−4.1% | Reduced |
| Wright Investors Service Inc | 40,536 | $4.31M | 1.23% | +1,552+4.0% | Added |
| J.P. Marvel Investment Advisors, LLC | 40,510 | $4.31M | 0.97% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 40,195 | $4.31M | 0.21% | +4,211+11.7% | Added |
| White Pine Capital LLC | 40,418 | $4.30M | 1.67% | −1,048−2.5% | Reduced |
| Westover Capital Advisors, LLC | 40,403 | $4.30M | 1.59% | −851−2.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 40,358 | $4.29M | 1.33% | +11,519+39.9% | Added |
| Flagship Harbor Advisors, LLC | 40,338 | $4.29M | 0.40% | +50.0% | Added |
| DT Investment Partners, LLC | 36,860 | $4.29M | 0.52% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 40,108 | $4.27M | 0.22% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 39,951 | $4.25M | 3.83% | −28,513−41.6% | Reduced |
| Ziegler Capital Management, LLC | 39,906 | $4.25M | 0.17% | −4,511−10.2% | Reduced |
| Searle & Co. | 36,690 | $4.24M | 1.39% | −216−0.6% | Reduced |