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 |
|---|---|---|---|---|---|
| Monarch Capital Management Inc | 120,467 | $12.9M | 3.95% | −6,250−4.9% | Reduced |
| Avantax Advisory Services, Inc. | 120,968 | $12.9M | 0.16% | +2,269+1.9% | Added |
| Formuepleje A/S | 120,890 | $12.9M | 0.94% | +4,675+4.0% | Added |
| Sphera Funds Management Ltd. | 120,600 | $12.8M | 2.78% | 00.0% | Unchanged |
| Community Bank, N.A. | 120,367 | $12.8M | 1.73% | −966−0.8% | Reduced |
| Affinity Asset Advisors, LLC | 120,000 | $12.8M | 4.91% | +120,000 | New |
| Griffin Asset Management, Inc. | 119,864 | $12.8M | 1.78% | −1,589−1.3% | Reduced |
| ARS Investment Partners, LLC | 119,840 | $12.7M | 1.53% | +633+0.5% | Added |
| RMB Capital Management, LLC | 119,420 | $12.7M | 0.44% | +21,377+21.8% | Added |
| GYL Financial Synergies, LLC | 119,362 | $12.7M | 1.52% | +104,540+705.3% | Added |
| Dakota Wealth Management | 119,217 | $12.7M | 0.85% | +96,819+432.3% | Added |
| Moody Lynn & Lieberson, LLC | 118,243 | $12.6M | 1.13% | +6,113+5.5% | Added |
| Sequoia Financial Advisors, LLC | 118,180 | $12.6M | 0.28% | −56,575−32.4% | Reduced |
| Wallace Advisory Group, LLC | 117,443 | $12.5M | 9.50% | +220.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 117,296 | $12.5M | 1.98% | −10,607−8.3% | Reduced |
| New Mexico Educational Retirement Board | 117,286 | $12.5M | 0.63% | −3,800−3.1% | Reduced |
| Clear Street LLC | 117,000 | $12.4M | 1.98% | +117,000 | New |
| Cheviot Value Management, LLC | 116,050 | $12.3M | 2.97% | −987−0.8% | Reduced |
| LaFleur & Godfrey LLC | 115,114 | $12.2M | 2.01% | −5,906−4.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 114,290 | $12.2M | 0.04% | −58,905−34.0% | Reduced |
| Tri Locum Partners LP | 114,242 | $12.2M | 3.70% | −12,670−10.0% | Reduced |
| Hoylecohen, LLC | 113,819 | $12.1M | 1.13% | −1,520−1.3% | Reduced |
| Metropolitan Life Insurance Co | 113,403 | $12.1M | 0.62% | −27,289−19.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 113,347 | $12.1M | 0.87% | −1,663−1.4% | Reduced |
| Toroso Investments, LLC | 113,327 | $12.1M | 0.40% | −4,658−3.9% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 107,727 | $12.1M | 2.56% | +107,727 | New |
| Evercore Wealth Management, LLC | 112,023 | $11.9M | 0.24% | −1,046−0.9% | Reduced |
| Bright Rock Capital Management, LLC | 112,000 | $11.9M | 2.98% | 00.0% | Unchanged |
| Tufton Capital Management | 111,686 | $11.9M | 2.57% | −16,456−12.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 111,557 | $11.9M | 1.23% | +2,268+2.1% | Added |
| GHP Investment Advisors, Inc. | 111,525 | $11.9M | 0.75% | +1,964+1.8% | Added |
| Curi Capital | 110,995 | $11.8M | 1.70% | −6,183−5.3% | Reduced |
| Stockman Wealth Management, Inc. | 109,817 | $11.7M | 2.61% | −4,332−3.8% | Reduced |
| Metis Global Partners, LLC | 109,701 | $11.7M | 0.75% | +24,307+28.5% | Added |
| Stock Yards Bank & Trust Co | 109,200 | $11.6M | 0.45% | +1,111+1.0% | Added |
| Churchill Management Corp | 108,109 | $11.5M | 0.24% | +4,318+4.2% | Added |
| Slocum, Gordon & Co LLP | 107,385 | $11.4M | 9.48% | −23,158−17.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 107,138 | $11.4M | 0.40% | −2,173−2.0% | Reduced |
| Bard Financial Services, Inc. | 107,098 | $11.4M | 0.91% | −750−0.7% | Reduced |
| Grassi Investment Management | 106,957 | $11.4M | 1.41% | +301+0.3% | Added |
| Sompo Asset Management Co., Ltd. | 106,850 | $11.4M | 2.39% | +5,830+5.8% | Added |
| Cutler Investment Counsel LLC | 105,769 | $11.3M | 1.76% | +499+0.5% | Added |
| Jacobs & Co | 105,980 | $11.3M | 1.39% | −7,928−7.0% | Reduced |
| Estabrook Capital Management | 105,941 | $11.3M | 1.96% | −1,090−1.0% | Reduced |
| Chilton Investment Co LLC | 105,930 | $11.3M | 0.35% | +689+0.7% | Added |
| Buckingham Strategic Wealth, LLC | 101,421 | $11.3M | 0.20% | 00.0% | Unchanged |
| Cetera Advisors LLC | 105,542 | $11.2M | 0.19% | −14,564−12.1% | Reduced |
| Rothschild Investment Corp | 105,384 | $11.2M | 0.98% | −550−0.5% | Reduced |
| Mitchell Sinkler & Starr | 104,649 | $11.1M | 3.29% | +14,217+15.7% | Added |
| ARS Wealth Advisors Group, LLC | 104,587 | $11.1M | 2.05% | +1,973+1.9% | Added |
| Redwood Grove Capital, LLC | 103,700 | $11.0M | 5.25% | −32,000−23.6% | Reduced |
| SP Asset Management LLC | 103,225 | $11.0M | 1.35% | −393−0.4% | Reduced |
| Canandaigua National Bank & Trust Co | 102,932 | $11.0M | 1.84% | +102,932 | New |
| Camden National Bank | 102,786 | $10.9M | 2.22% | −1,994−1.9% | Reduced |
| Investment Management Corp of Ontario | 102,485 | $10.9M | 0.45% | +11,715+12.9% | Added |
| 1st Source Bank | 102,483 | $10.9M | 0.72% | −1,659−1.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 101,512 | $10.9M | 0.88% | −927−0.9% | Reduced |
| Balentine LLC | 101,963 | $10.8M | 0.37% | +528+0.5% | Added |
| Country Club Bank | 102,271 | $10.8M | 0.89% | −10,778−9.5% | Reduced |
| John G Ullman & Associates Inc | 101,691 | $10.8M | 1.68% | −663−0.6% | Reduced |
| Atlantic Union Bankshares Corp | 101,590 | $10.8M | 1.12% | +71+0.1% | Added |
| Noesis Capital Mangement Corp | 101,560 | $10.8M | 2.74% | +97,984+2,740.0% | Added |
| Primecap Management Co | 100,900 | $10.7M | 0.01% | −6,500−6.1% | Reduced |
| Ieq Capital, LLC | 100,767 | $10.7M | 0.25% | −659−0.6% | Reduced |
| Industrial Alliance Investment Management Inc. | 100,693 | $10.7M | 0.30% | −89,079−46.9% | Reduced |
| Prospera Financial Services Inc | 100,368 | $10.7M | 0.44% | +4,829+5.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 100,370 | $10.7M | 0.26% | −1,992−1.9% | Reduced |
| Lee Danner & Bass Inc | 100,213 | $10.7M | 0.98% | −2,640−2.6% | Reduced |
| Ikarian Capital, LLC | 100,000 | $10.6M | 4.42% | +100,000 | New |
| Adviser Investments LLC | 99,887 | $10.6M | 0.26% | +1,873+1.9% | Added |
| Lynch & Associates | 99,824 | $10.6M | 2.79% | −1,512−1.5% | Reduced |
| Park National Corp | 99,747 | $10.6M | 0.47% | −1,886−1.9% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 99,375 | $10.6M | 1.07% | −2,780−2.7% | Reduced |
| PGGM Investments | 99,200 | $10.6M | 0.18% | −25,822−20.7% | Reduced |
| Diversified Trust Co | 98,907 | $10.5M | 0.41% | +1,131+1.2% | Added |
| Ossiam | 98,894 | $10.5M | 0.22% | −281,005−74.0% | Reduced |
| Clough Capital Partners L P | 98,850 | $10.5M | 1.13% | +49,460+100.1% | Added |
| Hi-Line Capital Management, LLC | 98,049 | $10.5M | 3.58% | +780+0.8% | Added |
| Johnson Investment Counsel Inc | 98,476 | $10.5M | 0.14% | −1,022−1.0% | Reduced |
| Busey Wealth Management | 96,933 | $10.3M | 0.44% | +1,405+1.5% | Added |
| HB Wealth Management, LLC | 96,851 | $10.3M | 0.18% | +3,562+3.8% | Added |
| Beese Fulmer Investment Management, Inc. | 96,811 | $10.3M | 1.18% | +1,263+1.3% | Added |
| Siemens Fonds Invest GmbH | 96,457 | $10.3M | 1.08% | −3,207−3.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 95,946 | $10.2M | 1.35% | −1,164−1.2% | Reduced |
| Circle Wealth Management, LLC | 95,895 | $10.2M | 1.48% | +522+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 95,589 | $10.2M | 0.18% | −3,144−3.2% | Reduced |
| Cresset Asset Management, LLC | 95,050 | $10.2M | 0.20% | −104,106−52.3% | Reduced |
| Leuthold Group, LLC | 95,391 | $10.1M | 1.34% | −2,124−2.2% | Reduced |
| Naples Global Advisors, LLC | 94,756 | $10.1M | 1.27% | −678−0.7% | Reduced |
| Marco Investment Management LLC | 95,229 | $10.1M | 1.14% | +505+0.5% | Added |
| TD Private Client Wealth LLC | 95,024 | $10.1M | 0.45% | −15,013−13.6% | Reduced |
| Level Four Advisory Services, LLC | 94,645 | $10.1M | 0.66% | +4,025+4.4% | Added |
| Winslow Asset Management Inc | 94,307 | $10.0M | 2.34% | −1,271−1.3% | Reduced |
| First Nebraska Trust Co | 94,205 | $10.0M | 1.26% | −345−0.4% | Reduced |
| Shell Asset Management Co | 94,183 | $10.0M | 0.42% | −3,217−3.3% | Reduced |
| PFS Investments Inc. | 88,884 | $9.98M | 0.17% | +4,894+5.8% | Added |
| Round Hill Asset Management | 93,792 | $9.98M | 6.22% | −1,940−2.0% | Reduced |
| Mastrapasqua Asset Management Inc | 93,523 | $9.95M | 1.22% | +177+0.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 93,383 | $9.94M | 0.52% | −28,577−23.4% | Reduced |
| ZWJ Investment Counsel Inc | 92,828 | $9.88M | 0.55% | −192,723−67.5% | Reduced |