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 |
|---|---|---|---|---|---|
| Sonen Capital LLC | 70,558 | $7.56M | 12.82% | +70,558 | New |
| U.S. Capital Wealth Advisors, LLC | 71,019 | $7.56M | 0.35% | −18,771−20.9% | Reduced |
| TrinityPoint Wealth, LLC | 70,881 | $7.54M | 1.62% | −993−1.4% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 70,520 | $7.50M | 4.78% | −920−1.3% | Reduced |
| Valeo Financial Advisors, LLC | 89,199 | $7.49M | 0.36% | +4,550+5.4% | Added |
| Empirical Finance, LLC | 70,381 | $7.49M | 0.70% | +3,830+5.8% | Added |
| Trust Co of Virginia | 70,188 | $7.47M | 0.83% | +786+1.1% | Added |
| Marietta Investment Partners LLC | 69,907 | $7.44M | 2.07% | −11,800−14.4% | Reduced |
| Bonness Enterprises Inc | 69,500 | $7.39M | 3.29% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 69,382 | $7.38M | 0.79% | +47+0.1% | Added |
| Martin Capital Partners, LLC | 69,256 | $7.37M | 3.06% | +736+1.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 68,677 | $7.31M | 5.50% | +32,912+92.0% | Added |
| Cardinal Capital Management | 68,146 | $7.30M | 1.51% | −600−0.9% | Reduced |
| Freestone Capital Holdings, LLC | 68,452 | $7.28M | 0.32% | −2,611−3.7% | Reduced |
| WS Portfolio Advisory, LLC | 68,399 | $7.28M | 1.85% | +33,248+94.6% | Added |
| Asset Advisors Investment Management, LLC | 68,298 | $7.27M | 0.95% | −200−0.3% | Reduced |
| Clearstead Advisors, LLC | 68,024 | $7.24M | 0.53% | +483+0.7% | Added |
| Geneos Wealth Management Inc. | 68,001 | $7.23M | 0.44% | −11,971−15.0% | Reduced |
| Buckley Wealth Management, LLC | 67,989 | $7.23M | 2.66% | −8,585−11.2% | Reduced |
| Transform Wealth, LLC | 67,532 | $7.23M | 0.68% | +32,543+93.0% | Added |
| North Star Investment Management Corp. | 67,793 | $7.21M | 0.60% | +16,019+30.9% | Added |
| Capital Analysts, LLC | 67,641 | $7.20M | 0.41% | +195+0.3% | Added |
| Quantinno Capital Management LP | 67,522 | $7.18M | 0.48% | +11,931+21.5% | Added |
| Northwest Bancshares, Inc. | 67,519 | $7.18M | 1.38% | −862−1.3% | Reduced |
| Mairs & Power Inc | 67,237 | $7.15M | 0.08% | −6,229−8.5% | Reduced |
| Empowered Funds, LLC | 67,133 | $7.14M | 0.42% | +21,748+47.9% | Added |
| Zuckerman Investment Group, LLC | 66,741 | $7.10M | 1.08% | +131+0.2% | Added |
| Integrated Wealth Concepts LLC | 66,737 | $7.10M | 0.15% | +6,102+10.1% | Added |
| Pekin Hardy Strauss, Inc. | 66,537 | $7.08M | 1.10% | −2,578−3.7% | Reduced |
| Inlet Private Wealth, LLC | 66,516 | $7.08M | 1.84% | −1,243−1.8% | Reduced |
| Ameritas Advisory Services, LLC | 62,835 | $7.07M | 0.36% | −454−0.7% | Reduced |
| First American Bank | 66,290 | $7.05M | 0.65% | +153+0.2% | Added |
| Evergreen Capital Management LLC | 65,675 | $7.03M | 0.32% | +1,169+1.8% | Added |
| Garland Capital Management Inc | 65,975 | $7.02M | 4.77% | −2,570−3.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 65,686 | $6.99M | 1.06% | −14,543−18.1% | Reduced |
| Heritage Trust Co | 65,559 | $6.97M | 1.10% | −673−1.0% | Reduced |
| Resources Investment Advisors, LLC. | 65,306 | $6.95M | 0.16% | +13,342+25.7% | Added |
| Lavaca Capital LLC | 64,746 | $6.95M | 1.62% | +727+1.1% | Added |
| Bank of Hawaii | 65,244 | $6.94M | 0.40% | +642+1.0% | Added |
| Nations Financial Group Inc, | 65,142 | $6.93M | 0.73% | +462+0.7% | Added |
| Tower Bridge Advisors | 64,956 | $6.91M | 0.57% | +1,500+2.4% | Added |
| Appleton Partners Inc | 64,446 | $6.86M | 0.61% | +8,790+15.8% | Added |
| Central Bank & Trust Co | 64,288 | $6.84M | 1.22% | +42,024+188.8% | Added |
| JB Capital LLC | 64,285 | $6.84M | 0.62% | +386+0.6% | Added |
| Exchange Capital Management, Inc. | 64,282 | $6.84M | 1.39% | +482+0.8% | Added |
| Covenant Asset Management, LLC | 63,612 | $6.77M | 2.21% | +497+0.8% | Added |
| L & S Advisors Inc | 63,205 | $6.72M | 0.94% | −54,358−46.2% | Reduced |
| AMG National Trust Bank | 63,136 | $6.72M | 0.23% | −3,965−5.9% | Reduced |
| Richard Bernstein Advisors LLC | 62,905 | $6.69M | 0.14% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 62,805 | $6.68M | 0.73% | +62,805 | New |
| Cary Street Partners Asset Management LLC | 62,653 | $6.67M | 1.26% | −21,688−25.7% | Reduced |
| Omers Administration Corp | 62,549 | $6.65M | 0.10% | −21,693−25.8% | Reduced |
| Hedeker Wealth, LLC | 62,481 | $6.65M | 2.36% | −374−0.6% | Reduced |
| Barbara Oil Co. | 62,295 | $6.63M | 3.18% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 62,242 | $6.62M | 0.88% | +12,177+24.3% | Added |
| Capital Counsel LLC | 62,183 | $6.62M | 0.38% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 61,779 | $6.57M | 1.73% | +302+0.5% | Added |
| Avantax Planning Partners, Inc. | 61,636 | $6.56M | 0.27% | −9,547−13.4% | Reduced |
| Rothschild Capital Partners, LLC | 61,506 | $6.54M | 2.68% | +35+0.1% | Added |
| Two Sigma Advisers, LP | 61,300 | $6.52M | 0.02% | −471,899−88.5% | Reduced |
| Rodgers Brothers Inc. | 61,140 | $6.50M | 1.25% | +2,062+3.5% | Added |
| Brick & Kyle, Associates | 61,106 | $6.50M | 3.72% | −121−0.2% | Reduced |
| Gibraltar Capital Management, Inc. | 60,895 | $6.48M | 3.03% | −7,706−11.2% | Reduced |
| Beach Investment Counsel Inc | 60,883 | $6.48M | 0.86% | −1,380−2.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 60,830 | $6.47M | 3.39% | +1,741+2.9% | Added |
| Trust Co of Toledo NA | 60,798 | $6.47M | 1.15% | −403−0.7% | Reduced |
| BKD Wealth Advisors, LLC | 60,694 | $6.46M | 0.21% | +2,237+3.8% | Added |
| Carolina Wealth Advisors, LLC | 60,666 | $6.45M | 3.78% | +718+1.2% | Added |
| MainStreet Investment Advisors LLC | 60,583 | $6.45M | 0.71% | +6,382+11.8% | Added |
| Commonwealth Retirement Investments LLC | 60,537 | $6.44M | 3.82% | +878+1.5% | Added |
| SeaCrest Wealth Management, LLC | 60,537 | $6.44M | 0.87% | +1,073+1.8% | Added |
| Northeast Investment Management | 60,503 | $6.44M | 0.39% | +38+0.1% | Added |
| Boston Research & Management Inc | 60,383 | $6.42M | 1.92% | −911−1.5% | Reduced |
| Azzad Asset Management Inc | 60,364 | $6.42M | 0.92% | −4,963−7.6% | Reduced |
| Narwhal Capital Management | 60,152 | $6.40M | 0.80% | −74−0.1% | Reduced |
| New England Asset Management Inc | 60,075 | $6.39M | 0.95% | −16,940−22.0% | Reduced |
| Sowell Financial Services LLC | 59,888 | $6.37M | 0.49% | −20,592−25.6% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 59,809 | $6.36M | 2.19% | +9,453+18.8% | Added |
| Thematics Asset Management | 59,760 | $6.36M | 0.35% | −1,080−1.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 59,750 | $6.36M | 0.56% | −18,257−23.4% | Reduced |
| Alberta Investment Management Corp | 59,703 | $6.35M | 0.06% | −255,410−81.1% | Reduced |
| Courier Capital LLC | 59,653 | $6.35M | 0.70% | −1,049−1.7% | Reduced |
| J. W. Coons Advisors, LLC | 59,515 | $6.33M | 1.82% | −1,360−2.2% | Reduced |
| Bogart Wealth, LLC | 59,406 | $6.32M | 0.42% | +3,452+6.2% | Added |
| Eagle Rock Investment Company, LLC | 59,351 | $6.31M | 1.45% | −3,159−5.1% | Reduced |
| Jacobi Capital Management LLC | 59,050 | $6.28M | 0.75% | +1,134+2.0% | Added |
| Perigon Wealth Management, LLC | 58,546 | $6.23M | 0.35% | −53,304−47.7% | Reduced |
| Ashford Capital Management Inc | 58,503 | $6.22M | 0.93% | +12,984+28.5% | Added |
| Addenda Capital Inc. | 58,034 | $6.22M | 0.26% | −447−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 58,378 | $6.21M | 0.40% | −38,699−39.9% | Reduced |
| Royal Fund Management, LLC | 58,358 | $6.21M | 0.94% | −2,360−3.9% | Reduced |
| GFS Advisors, LLC | 58,261 | $6.20M | 1.43% | −3,000−4.9% | Reduced |
| NewEdge Wealth, LLC | 58,214 | $6.19M | 0.24% | +4,121+7.6% | Added |
| CTC LLC | 58,349 | $6.18M | 0.20% | −127,806−68.7% | Reduced |
| HBW Advisory Services LLC | 58,073 | $6.18M | 1.54% | −2,104−3.5% | Reduced |
| Twin Tree Management, LP | 57,850 | $6.15M | 0.17% | −509,340−89.8% | Reduced |
| FRG Family Wealth Advisors LLC | 57,767 | $6.15M | 1.40% | −550−0.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 57,681 | $6.14M | 0.84% | +6,392+12.5% | Added |
| NBT Bank N A | 57,581 | $6.13M | 0.90% | −2,386−4.0% | Reduced |
| Moody National Bank Trust Division | 57,349 | $6.10M | 0.52% | +250+0.4% | Added |