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 |
|---|---|---|---|---|---|
| Simmons Bank | 92,613 | $9.85M | 0.84% | +2,467+2.7% | Added |
| River Road Asset Management, LLC | 92,334 | $9.82M | 0.13% | +3,860+4.4% | Added |
| Kinneret Advisory, LLC | 91,558 | $9.81M | 1.27% | −4,919−5.1% | Reduced |
| Privium Fund Management B.V. | 91,828 | $9.77M | 3.28% | −328−0.4% | Reduced |
| Sicart Associates LLC | 89,677 | $9.61M | 3.74% | −13,148−12.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 90,216 | $9.60M | 0.79% | −569−0.6% | Reduced |
| Hamel Associates, Inc. | 90,138 | $9.59M | 3.32% | −192−0.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 90,112 | $9.59M | 1.12% | −2,618−2.8% | Reduced |
| Integral Health Asset Management, LLC | 90,000 | $9.58M | 1.99% | −60,000−40.0% | Reduced |
| Adalta Capital Management LLC | 89,044 | $9.54M | 6.67% | +340.0% | Added |
| Financial Enhancement Group LLC | 81,948 | $9.51M | 1.85% | +4,311+5.6% | Added |
| Meeder Asset Management Inc | 88,799 | $9.45M | 0.75% | +1,633+1.9% | Added |
| Trust Co of Kansas | 88,403 | $9.40M | 6.01% | −1,046−1.2% | Reduced |
| Greenleaf Trust | 88,188 | $9.38M | 0.11% | +5,028+6.0% | Added |
| Violich Capital Management, Inc. | 87,917 | $9.35M | 1.59% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 87,900 | $9.35M | 0.56% | −11,238−11.3% | Reduced |
| WealthBridge Investment Counsel Inc. | 87,500 | $9.31M | 4.12% | −1,150−1.3% | Reduced |
| Live Oak Private Wealth LLC | 87,370 | $9.30M | 1.92% | −5,191−5.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 87,327 | $9.29M | 0.57% | +4,698+5.7% | Added |
| Advocate Group LLC | 86,145 | $9.16M | 2.00% | −6,621−7.1% | Reduced |
| Miramar Capital, LLC | 85,904 | $9.14M | 2.35% | −26,940−23.9% | Reduced |
| United Asset Strategies, Inc. | 85,136 | $9.06M | 1.20% | −23,869−21.9% | Reduced |
| Davy Global Fund Management Ltd | 85,001 | $9.04M | 1.73% | −1,841−2.1% | Reduced |
| Exencial Wealth Advisors, LLC | 84,936 | $9.04M | 0.47% | −918−1.1% | Reduced |
| Tompkins Financial Corp | 84,899 | $9.03M | 1.47% | −891−1.0% | Reduced |
| Mutual Advisors, LLC | 84,781 | $9.02M | 0.37% | −238−0.3% | Reduced |
| Carret Asset Management, LLC | 84,755 | $9.02M | 1.25% | −5,672−6.3% | Reduced |
| Vinva Investment Management Ltd | 84,965 | $9.00M | 0.76% | +84,965 | New |
| Clifford Swan Investment Counsel LLC | 84,501 | $8.99M | 0.38% | −210.0% | Reduced |
| We Are One Seven, LLC | 84,194 | $8.96M | 0.57% | +33,334+65.5% | Added |
| Adams Diversified Equity Fund, Inc. | 84,000 | $8.94M | 0.40% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 83,895 | $8.93M | 4.42% | −507−0.6% | Reduced |
| FLC Capital Advisors | 83,357 | $8.87M | 2.71% | −200−0.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 83,126 | $8.84M | 0.36% | −23,923−22.3% | Reduced |
| Cadinha & Co LLC | 82,934 | $8.82M | 2.43% | +63,250+321.3% | Added |
| Archon Partners LLC | 82,500 | $8.78M | 1.46% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 82,168 | $8.74M | 0.48% | +6,969+9.3% | Added |
| SYSTM Wealth Solutions LLC | 81,859 | $8.71M | 1.34% | −4,704−5.4% | Reduced |
| Mill Capital Management, LLC | 81,756 | $8.70M | 0.88% | −6,706−7.6% | Reduced |
| Coldstream Capital Management Inc | 81,667 | $8.69M | 0.29% | +115+0.1% | Added |
| Great Valley Advisor Group, Inc. | 81,518 | $8.67M | 0.40% | +5,292+6.9% | Added |
| Chemung Canal Trust Co | 81,402 | $8.66M | 1.99% | +30,077+58.6% | Added |
| Allied Investment Advisors, LLC | 81,291 | $8.65M | 2.68% | −597−0.7% | Reduced |
| Buffington Mohr McNeal | 81,216 | $8.64M | 1.98% | +1,089+1.4% | Added |
| W Advisors, LLC | 81,205 | $8.64M | 7.13% | −236−0.3% | Reduced |
| Assetmark, Inc | 81,082 | $8.63M | 0.04% | +4,806+6.3% | Added |
| Sky Investment Group LLC | 80,895 | $8.61M | 1.97% | −620−0.8% | Reduced |
| NewSquare Capital LLC | 80,516 | $8.57M | 1.01% | +5,877+7.9% | Added |
| Fort Sheridan Advisors LLC | 80,366 | $8.55M | 2.17% | +19,697+32.5% | Added |
| NJ State Employees Deferred Compensation Plan | 80,252 | $8.54M | 1.32% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 79,940 | $8.51M | 0.27% | +17,192+27.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 79,698 | $8.48M | 0.22% | +234+0.3% | Added |
| Kingsview Wealth Management, LLC | 79,283 | $8.43M | 0.35% | −14,090−15.1% | Reduced |
| Talbot Financial, LLC | 78,832 | $8.39M | 1.56% | +992+1.3% | Added |
| Gluskin Sheff & Assoc Inc | 78,826 | $8.39M | 0.46% | −13,480−14.6% | Reduced |
| Northern Oak Wealth Management Inc | 78,410 | $8.34M | 1.00% | −5,852−6.9% | Reduced |
| Security National Bank | 77,970 | $8.30M | 2.21% | −6,300−7.5% | Reduced |
| Everence Capital Management Inc | 77,971 | $8.29M | 0.68% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 77,900 | $8.29M | 0.43% | +1,783+2.3% | Added |
| Contravisory Investment Management, Inc. | 77,558 | $8.25M | 2.33% | −1,074−1.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 77,120 | $8.20M | 1.95% | −79−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 77,115 | $8.20M | 0.32% | −165−0.2% | Reduced |
| Fulton Bank, N.A. | 77,059 | $8.20M | 0.43% | −13,346−14.8% | Reduced |
| Viking Fund Management LLC | 77,000 | $8.19M | 1.58% | +5,000+6.9% | Added |
| Cullinan Associates Inc | 76,846 | $8.18M | 0.48% | +20,104+35.4% | Added |
| Boston Financial Mangement LLC | 76,814 | $8.17M | 0.32% | −3,450−4.3% | Reduced |
| Cutler Capital Management, LLC | 76,670 | $8.16M | 3.64% | −17,113−18.2% | Reduced |
| Westfield Capital Management Co LP | 76,509 | $8.14M | 0.06% | +17,296+29.2% | Added |
| Stamos Capital Partners, L.P. | 76,210 | $8.11M | 2.09% | +15,910+26.4% | Added |
| Lincoln National Corp | 75,392 | $8.02M | 0.17% | −1,066−1.4% | Reduced |
| Bamco Inc | 75,300 | $8.01M | 0.02% | +5,000+7.1% | Added |
| Horizon Investments, LLC | 75,162 | $8.00M | 0.24% | −40,495−35.0% | Reduced |
| Aptus Capital Advisors, LLC | 75,024 | $7.99M | 0.23% | −15,216−16.9% | Reduced |
| FIL Ltd | 75,062 | $7.99M | 0.01% | +75,062 | New |
| Northeast Financial Consultants Inc | 75,048 | $7.98M | 0.51% | +83+0.1% | Added |
| Sivik Global Healthcare LLC | 75,000 | $7.98M | 3.43% | +75,000 | New |
| Thomasville National Bank | 74,868 | $7.97M | 0.82% | −1,169−1.5% | Reduced |
| Argyle Capital Management Inc. | 74,823 | $7.96M | 2.80% | −1,501−2.0% | Reduced |
| One Capital Management, LLC | 74,794 | $7.96M | 0.39% | +1,158+1.6% | Added |
| Anchor Investment Management, LLC | 74,772 | $7.95M | 1.08% | −803−1.1% | Reduced |
| Apollon Wealth Management, LLC | 74,735 | $7.95M | 0.49% | +3,041+4.2% | Added |
| Schonfeld Strategic Advisors LLC | 74,713 | $7.95M | 0.08% | +39,614+112.9% | Added |
| Agf Management Ltd | 74,608 | $7.94M | 0.05% | −1,185−1.6% | Reduced |
| Sigma Planning Corp | 74,591 | $7.94M | 0.26% | −7,457−9.1% | Reduced |
| KCM Investment Advisors LLC | 74,537 | $7.93M | 0.32% | +6,152+9.0% | Added |
| Independent Advisor Alliance | 74,507 | $7.93M | 0.38% | +856+1.2% | Added |
| Guyasuta Investment Advisors Inc | 74,065 | $7.88M | 0.61% | −2,252−3.0% | Reduced |
| Twin Capital Management Inc | 73,783 | $7.85M | 1.07% | −8,211−10.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 73,643 | $7.83M | 2.12% | −1,890−2.5% | Reduced |
| FORA Capital, LLC | 73,523 | $7.82M | 0.78% | +73,523 | New |
| Alerus Financial NA | 72,959 | $7.76M | 0.69% | +910+1.3% | Added |
| Freemont Management S.A. | 72,800 | $7.75M | 1.14% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 72,985 | $7.74M | 0.46% | +72,985 | New |
| XML Financial, LLC | 72,691 | $7.73M | 0.94% | −694−0.9% | Reduced |
| Ironwood Investment Counsel, LLC | 72,586 | $7.72M | 1.84% | −627−0.9% | Reduced |
| Wedbush Securities Inc | 72,374 | $7.70M | 0.39% | −2,221−3.0% | Reduced |
| Boit C F David | 67,225 | $7.67M | 5.24% | −2,100−3.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 71,874 | $7.65M | 0.99% | +538+0.8% | Added |
| BTC Capital Management, Inc. | 71,314 | $7.58M | 0.87% | +1,421+2.0% | Added |
| Rossmore Private Capital | 71,091 | $7.56M | 1.18% | −278−0.4% | Reduced |