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 |
|---|---|---|---|---|---|
| Cobblestone Capital Advisors LLC | 39,680 | $4.22M | 0.31% | −1,029−2.5% | Reduced |
| RBA Wealth Management, LLC | 39,658 | $4.22M | 2.10% | +1,532+4.0% | Added |
| Petredis Investment Advisors LLC | 39,616 | $4.21M | 0.66% | +575+1.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 39,485 | $4.20M | 2.24% | −2,414−5.8% | Reduced |
| Change Path, LLC | 39,467 | $4.20M | 0.21% | +10,317+35.4% | Added |
| Wealthspire Advisors, LLC | 39,396 | $4.19M | 0.07% | −6,941−15.0% | Reduced |
| Resources Management Corp | 44,426 | $4.19M | 0.84% | +27,124+156.8% | Added |
| PKO Investment Management Joint-Stock Co | 39,376 | $4.19M | 0.55% | +2,000+5.4% | Added |
| Meritage Portfolio Management | 39,325 | $4.18M | 0.31% | +890+2.3% | Added |
| Tudor Investment Corp Et Al | 39,331 | $4.18M | 0.08% | +39,331 | New |
| First National Bank & Trust Co of Newtown | 39,296 | $4.18M | 0.92% | −695−1.7% | Reduced |
| Ropes Wealth Advisors LLC | 39,183 | $4.17M | 0.75% | −1,129−2.8% | Reduced |
| Uncommon Cents Investing LLC | 39,013 | $4.15M | 1.52% | −951−2.4% | Reduced |
| Prestige Wealth Management Group LLC | 38,505 | $4.12M | 1.04% | +7,020+22.3% | Added |
| Horan Capital Advisors, LLC. | 38,571 | $4.10M | 1.69% | −29−0.1% | Reduced |
| Essex Financial Services, Inc. | 38,483 | $4.09M | 0.43% | −505−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 38,392 | $4.08M | 0.47% | +1,016+2.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 36,612 | $4.06M | 1.02% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 34,983 | $4.04M | 1.62% | −14,249−28.9% | Reduced |
| Schnieders Capital Management LLC | 37,820 | $4.02M | 0.90% | +51+0.1% | Added |
| GQG Partners LLC | 37,580 | $4.00M | 0.01% | +4,009+11.9% | Added |
| Shepherd Financial Partners LLC | 37,460 | $3.99M | 0.67% | +952+2.6% | Added |
| Millennium Management LLC | 37,451 | $3.98M | 0.00% | −1,400,471−97.4% | Reduced |
| McGinn Investment Management, Inc. | 37,353 | $3.97M | 3.03% | −136−0.4% | Reduced |
| Desjardins Global Asset Management Inc. | 37,365 | $3.97M | 0.50% | +6,167+19.8% | Added |
| Leelyn Smith, LLC | 37,270 | $3.97M | 1.01% | +905+2.5% | Added |
| Cox Capital Mgt LLC | 37,189 | $3.96M | 2.86% | +100.0% | Added |
| Arden Trust Co | 37,176 | $3.96M | 0.71% | −6,098−14.1% | Reduced |
| Beech Hill Advisors, Inc. | 37,151 | $3.95M | 1.99% | −34,335−48.0% | Reduced |
| Consolidated Planning Corp | 37,085 | $3.95M | 1.02% | +9,354+33.7% | Added |
| Moreno Evelyn V | 37,032 | $3.94M | 0.89% | −4,383−10.6% | Reduced |
| Perfromance Wealth Partners, LLC | 37,001 | $3.94M | 0.20% | +10,134+37.7% | Added |
| Foundations Investment Advisors, LLC | 36,986 | $3.93M | 0.14% | +9,390+34.0% | Added |
| Signature Wealth Management Group | 36,939 | $3.93M | 1.86% | −709−1.9% | Reduced |
| Nelson Capital Management, LLC | 36,797 | $3.92M | 1.11% | −1,101−2.9% | Reduced |
| Hancock Whitney Corp | 36,745 | $3.91M | 0.16% | +1,681+4.8% | Added |
| Legacy CG, LLC | 36,733 | $3.91M | 1.98% | +1,134+3.2% | Added |
| Benjamin Edwards Inc | 36,735 | $3.91M | 0.95% | −3,266−8.2% | Reduced |
| Intrust Bank NA | 36,646 | $3.90M | 0.50% | +2,946+8.7% | Added |
| Miracle Mile Advisors, LLC | 36,629 | $3.90M | 0.13% | −5,981−14.0% | Reduced |
| Marino, Stram & Associates LLC | 36,521 | $3.89M | 1.17% | +204+0.6% | Added |
| RFG Advisory, LLC | 36,357 | $3.87M | 0.19% | −520−1.4% | Reduced |
| Allen Investment Management LLC | 36,338 | $3.87M | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 36,235 | $3.86M | 0.17% | +892+2.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 36,200 | $3.85M | 0.05% | −15,000−29.3% | Reduced |
| Family Legacy, Inc. | 36,172 | $3.85M | 1.65% | +648+1.8% | Added |
| Creegan & Nassoura Financial Group, LLC | 36,082 | $3.84M | 2.94% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 36,071 | $3.84M | 1.22% | +772+2.2% | Added |
| Modera Wealth Management, LLC | 36,062 | $3.84M | 0.15% | +536+1.5% | Added |
| Harbour Capital Advisors, LLC | 35,899 | $3.82M | 1.16% | +1,894+5.6% | Added |
| Wexford Capital LP | 35,867 | $3.82M | 0.79% | +35,867 | New |
| GSB Wealth Management, LLC | 35,758 | $3.80M | 1.24% | −994−2.7% | Reduced |
| Sumitomo Life Insurance Co | 35,747 | $3.80M | 0.32% | −8,510−19.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 35,710 | $3.80M | 0.58% | −1,848−4.9% | Reduced |
| TSP Capital Management Group, LLC | 35,629 | $3.79M | 1.37% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 35,567 | $3.78M | 3.31% | +30+0.1% | Added |
| Burney Co | 35,418 | $3.77M | 0.19% | −1,194−3.3% | Reduced |
| South State Corp. | 35,357 | $3.76M | 0.35% | +104+0.3% | Added |
| Legato Capital Management LLC | 35,327 | $3.76M | 0.68% | +7,500+27.0% | Added |
| Lake Street Financial LLC | 35,205 | $3.75M | 0.70% | +1,777+5.3% | Added |
| Princeton Global Asset Management LLC | 35,195 | $3.74M | 1.08% | +266+0.8% | Added |
| Pettee Investors, Inc. | 35,158 | $3.74M | 1.79% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 35,143 | $3.74M | 0.14% | +487+1.4% | Added |
| Holderness Investments Co | 35,116 | $3.74M | 1.49% | +586+1.7% | Added |
| Opus Investment Management Inc | 35,000 | $3.72M | 1.35% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,092 | $3.72M | 0.98% | −2,302−6.2% | Reduced |
| Pegasus Asset Management, Inc. | 34,909 | $3.71M | 1.84% | +220+0.6% | Added |
| Strategic Blueprint, LLC | 34,902 | $3.71M | 0.38% | +1,231+3.7% | Added |
| Herold Advisors, Inc. | 34,849 | $3.71M | 1.28% | +3,585+11.5% | Added |
| Graypoint LLC | 34,699 | $3.69M | 0.40% | +1,039+3.1% | Added |
| Court Place Advisors, LLC | 34,664 | $3.69M | 1.34% | −473−1.3% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 34,662 | $3.69M | 3.13% | +10.0% | Added |
| Fred Alger Management, LLC | 34,657 | $3.69M | 0.02% | −74,703−68.3% | Reduced |
| Tealwood Asset Management Inc | 34,623 | $3.68M | 1.88% | −9,032−20.7% | Reduced |
| Arvest Trust Co N A | 34,570 | $3.68M | 0.23% | −6,599−16.0% | Reduced |
| Chilton Capital Management LLC | 34,553 | $3.68M | 0.21% | +903+2.7% | Added |
| Walter & Keenan Financial Consulting Co | 34,515 | $3.67M | 1.39% | −1,810−5.0% | Reduced |
| 3Chopt Investment Partners, LLC | 34,280 | $3.67M | 1.96% | +27+0.1% | Added |
| Blue Fin Capital, Inc. | 31,283 | $3.67M | 1.19% | +87+0.3% | Added |
| Marathon Capital Management | 34,484 | $3.67M | 0.90% | −11,261−24.6% | Reduced |
| Keene & Associates, Inc. | 34,420 | $3.66M | 2.84% | −2,148−5.9% | Reduced |
| Huber Capital Management LLC | 34,370 | $3.66M | 0.91% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 31,636 | $3.65M | 2.14% | +436+1.4% | Added |
| Altrius Capital Management Inc | 34,221 | $3.64M | 1.11% | −256−0.7% | Reduced |
| Romano Brothers and Company | 34,066 | $3.62M | 0.56% | +2,020+6.3% | Added |
| Confluence Wealth Services, Inc. | 34,049 | $3.62M | 0.84% | +2,330+7.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $3.62M | 1.41% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 33,948 | $3.61M | 1.71% | −5,316−13.5% | Reduced |
| TCG Advisory Services, LLC | 33,894 | $3.61M | 0.76% | +33,894 | New |
| Owen LaRue, LLC | 32,031 | $3.59M | 3.88% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 33,615 | $3.58M | 2.56% | +33,615 | New |
| Deseret Mutual Benefit Administrators | 33,505 | $3.56M | 1.41% | −463−1.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 33,359 | $3.55M | 0.87% | −25−0.1% | Reduced |
| Alpha Omega Wealth Management LLC | 33,283 | $3.54M | 0.61% | −3,940−10.6% | Reduced |
| Means Investment Co., Inc. | 33,135 | $3.53M | 0.62% | −315−0.9% | Reduced |
| Madison Asset Management, LLC | 33,086 | $3.52M | 0.05% | −4,599−12.2% | Reduced |
| Iowa State Bank | 32,945 | $3.51M | 0.88% | −5,278−13.8% | Reduced |
| Essex LLC | 31,522 | $3.50M | 1.06% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 32,695 | $3.48M | 1.18% | −703−2.1% | Reduced |
| EverSource Wealth Advisors, LLC | 32,679 | $3.48M | 0.43% | +589+1.8% | Added |