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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 174,896 | $18.6M | 0.67% | +5,990+3.5% | Added |
| Tokio Marine Asset Management Co Ltd | 174,588 | $18.6M | 1.30% | −18,590−9.6% | Reduced |
| McGowan Group Asset Management, Inc. | 174,516 | $18.6M | 2.95% | −1,446−0.8% | Reduced |
| Summit Global Investments | 174,455 | $18.6M | 1.44% | −28,378−14.0% | Reduced |
| Dodge & Cox | 173,206 | $18.4M | 0.01% | −2,025−1.2% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 172,900 | $18.4M | 1.05% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 172,575 | $18.4M | 1.91% | −33,403−16.2% | Reduced |
| Associated Banc-Corp | 171,848 | $18.3M | 0.73% | −4,217−2.4% | Reduced |
| Gotham Asset Management, LLC | 171,442 | $18.2M | 0.44% | −3,695−2.1% | Reduced |
| Norris Perne & French LLP | 170,528 | $18.2M | 1.66% | −1,275−0.7% | Reduced |
| Logan Capital Management Inc | 170,360 | $18.1M | 0.88% | −1,402−0.8% | Reduced |
| Core Alternative Capital | 169,106 | $18.0M | 2.40% | −3,890−2.2% | Reduced |
| Motco | 168,045 | $17.9M | 1.21% | −5,174−3.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 167,830 | $17.9M | 1.56% | −14,122−7.8% | Reduced |
| Everett Harris & Co | 167,297 | $17.8M | 0.29% | +2,331+1.4% | Added |
| Crestwood Advisors Group LLC | 165,446 | $17.6M | 0.59% | −4,994−2.9% | Reduced |
| Louisiana State Employees Retirement System | 164,800 | $17.5M | 0.44% | +1,000+0.6% | Added |
| Argent Trust Co | 163,325 | $17.4M | 1.10% | −4,012−2.4% | Reduced |
| Sonora Investment Management Group, LLC | 163,041 | $17.3M | 1.51% | +4,585+2.9% | Added |
| Woodmont Investment Counsel LLC | 162,687 | $17.3M | 1.86% | +1,370+0.8% | Added |
| NorthCrest Asset Manangement, LLC | 162,022 | $17.2M | 0.72% | −53,240−24.7% | Reduced |
| Easterly Investment Partners LLC | 161,603 | $17.2M | 1.52% | +47,938+42.2% | Added |
| Pacer Advisors, Inc. | 160,594 | $17.1M | 0.07% | +41,987+35.4% | Added |
| Parthenon LLC | 160,579 | $17.1M | 2.61% | −370.0% | Reduced |
| Stratos Wealth Partners, LTD. | 160,528 | $17.1M | 0.46% | −3,959−2.4% | Reduced |
| Applied Finance Capital Management, LLC | 160,168 | $17.0M | 2.12% | +174+0.1% | Added |
| Prospector Partners LLC | 159,937 | $17.0M | 2.47% | −17,365−9.8% | Reduced |
| Empower Advisory Group, LLC | 154,404 | $16.8M | 0.08% | +154,404 | New |
| Suncoast Equity Management | 157,571 | $16.8M | 2.82% | −107,225−40.5% | Reduced |
| Goelzer Investment Management, Inc. | 156,384 | $16.6M | 1.45% | −12,569−7.4% | Reduced |
| Old National Bancorp | 154,942 | $16.5M | 0.50% | −597−0.4% | Reduced |
| Cohen Klingenstein LLC | 153,732 | $16.4M | 0.77% | −1,045−0.7% | Reduced |
| Andra AP-fonden | 153,400 | $16.3M | 0.42% | +28,200+22.5% | Added |
| MAI Capital Management | 152,954 | $16.3M | 0.26% | +1,148+0.8% | Added |
| Bragg Financial Advisors, Inc | 152,423 | $16.2M | 0.96% | −389−0.3% | Reduced |
| Veritable, L.P. | 151,521 | $16.1M | 0.28% | −371−0.2% | Reduced |
| Intact Investment Management Inc. | 151,500 | $16.1M | 0.66% | +22,100+17.1% | Added |
| Bryn Mawr Trust Co | 150,457 | $16.0M | 0.71% | −3,482−2.3% | Reduced |
| Novare Capital Management LLC | 149,997 | $16.0M | 1.81% | −18,884−11.2% | Reduced |
| Snowden Capital Advisors LLC | 149,967 | $16.0M | 0.62% | +11,761+8.5% | Added |
| Ledyard National Bank | 148,835 | $15.8M | 1.82% | −2,363−1.6% | Reduced |
| Annex Advisory Services, LLC | 148,772 | $15.8M | 0.85% | +6,412+4.5% | Added |
| Eagle Global Advisors LLC | 148,559 | $15.8M | 1.07% | +1,243+0.8% | Added |
| Columbia Asset Management | 148,223 | $15.8M | 3.59% | −1,092−0.7% | Reduced |
| Greenwood Gearhart Inc | 147,712 | $15.7M | 2.00% | −3,385−2.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 147,515 | $15.7M | 3.41% | −1,119−0.8% | Reduced |
| Moors & Cabot, Inc. | 147,188 | $15.7M | 1.08% | −3,699−2.5% | Reduced |
| Washington Trust Bank | 145,217 | $15.4M | 1.65% | +19,625+15.6% | Added |
| Kestra Private Wealth Services, LLC | 144,218 | $15.3M | 0.61% | +10,979+8.2% | Added |
| Bourgeon Capital Management LLC | 143,165 | $15.2M | 3.63% | +440.0% | Added |
| GAM Holding AG | 142,783 | $15.2M | 1.06% | −5,933−4.0% | Reduced |
| FineMark National Bank & Trust | 141,878 | $15.1M | 0.64% | −12,908−8.3% | Reduced |
| Edge Capital Group, LLC | 141,359 | $15.0M | 0.93% | +22,388+18.8% | Added |
| Congress Asset Management Co | 140,860 | $15.0M | 0.14% | −4,219−2.9% | Reduced |
| LMCG Investments, LLC | 139,713 | $14.9M | 0.99% | −5,402−3.7% | Reduced |
| Charter Trust Co | 139,643 | $14.9M | 1.18% | −274−0.2% | Reduced |
| Beck Mack & Oliver LLC | 139,120 | $14.8M | 0.43% | −3,175−2.2% | Reduced |
| Advisory Services Network, LLC | 138,979 | $14.8M | 0.41% | +4,385+3.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 137,863 | $14.7M | 1.55% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 138,324 | $14.7M | 0.56% | −7,348−5.0% | Reduced |
| Connors Investor Services Inc | 138,132 | $14.7M | 1.73% | −5,037−3.5% | Reduced |
| Wesleyan Assurance Society | 136,371 | $14.5M | 1.68% | −7,000−4.9% | Reduced |
| Vestor Capital, LLC | 136,136 | $14.5M | 1.70% | +771+0.6% | Added |
| Segall Bryant & Hamill, LLC | 135,517 | $14.4M | 0.16% | −919−0.7% | Reduced |
| J. Goldman & Co LP | 135,428 | $14.4M | 0.84% | +135,428 | New |
| Karpas Strategies, LLC | 134,691 | $14.3M | 5.05% | +73+0.1% | Added |
| Ar Asset Management Inc | 134,570 | $14.3M | 3.85% | 00.0% | Unchanged |
| Middleton & Co Inc | 134,106 | $14.3M | 2.05% | −640−0.5% | Reduced |
| Patten & Patten Inc | 133,777 | $14.2M | 1.25% | −2,265−1.7% | Reduced |
| Farmers & Merchants Investments Inc | 133,607 | $14.2M | 0.57% | +374+0.3% | Added |
| CCM Investment Advisers LLC | 133,367 | $14.2M | 2.01% | +5,095+4.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 132,929 | $14.1M | 0.16% | +40,425+43.7% | Added |
| Beacon Investment Advisory Services, Inc. | 132,707 | $14.1M | 0.69% | −517−0.4% | Reduced |
| Steel Peak Wealth Management LLC | 130,681 | $14.0M | 0.96% | −1,413−1.1% | Reduced |
| Central Trust Co | 131,418 | $14.0M | 0.41% | +100.0% | Added |
| Centiva Capital, LP | 130,876 | $13.9M | 0.77% | +118,838+987.2% | Added |
| Alley Investment Management Company, LLC | 130,868 | $13.9M | 2.32% | +2,613+2.0% | Added |
| Congress Wealth Management LLC | 130,317 | $13.9M | 0.33% | +709+0.5% | Added |
| Polaris Wealth Advisory Group, LLC | 130,225 | $13.9M | 1.02% | +38,425+41.9% | Added |
| Edge Wealth Management LLC | 129,823 | $13.8M | 3.16% | −3,451−2.6% | Reduced |
| Mengis Capital Management, Inc. | 129,285 | $13.8M | 2.90% | −11,648−8.3% | Reduced |
| Woodstock Corp | 129,185 | $13.7M | 1.75% | −200.0% | Reduced |
| Gamco Investors, Inc. Et Al | 128,440 | $13.7M | 0.15% | −35,845−21.8% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 139,000 | $13.6M | 2.27% | +10,000+7.8% | Added |
| Vestmark Advisory Solutions, Inc. | 127,578 | $13.6M | 0.59% | −4,201−3.2% | Reduced |
| Parsons Capital Management Inc | 127,248 | $13.5M | 1.09% | +4,952+4.0% | Added |
| Stonebridge Capital Advisors LLC | 125,893 | $13.4M | 1.53% | −792−0.6% | Reduced |
| Investment House LLC | 125,716 | $13.4M | 1.10% | +922+0.7% | Added |
| Park Avenue Securities LLC | 125,293 | $13.3M | 0.23% | −2,570−2.0% | Reduced |
| M&R Capital Management Inc | 125,159 | $13.3M | 3.73% | +516+0.4% | Added |
| Te Ahumairangi Investment Management Ltd | 125,057 | $13.3M | 1.91% | +2,875+2.4% | Added |
| American Assets Investment Management, LLC | 125,000 | $13.3M | 1.53% | 00.0% | Unchanged |
| Trust Co of Vermont | 124,933 | $13.3M | 0.93% | +3,956+3.3% | Added |
| Matthew Goff Investment Advisor, LLC | 124,404 | $13.2M | 3.28% | −2,604−2.1% | Reduced |
| Wetherby Asset Management Inc | 124,381 | $13.2M | 0.78% | +3,294+2.7% | Added |
| Auxier Asset Management | 122,902 | $13.1M | 2.26% | −2,955−2.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 122,278 | $13.0M | 3.52% | +2,870+2.4% | Added |
| First National Bank of Omaha | 122,176 | $13.0M | 0.79% | −5,125−4.0% | Reduced |
| Lido Advisors, LLC | 121,806 | $13.0M | 0.18% | +9,434+8.4% | Added |
| Advisor Partners II, LLC | 121,569 | $12.9M | 0.71% | +12,726+11.7% | Added |