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, Q2 2023
Institutional positions in Merck & Co., Inc. as of Jun 30, 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
- 3,262
- +97 vs. Q1 2023
- Shares held
- 1.94B
- −53.5M (−2.7%) vs. Q1 2023
- Total value
- $222.8B
- +$17.8B (+8.7%) vs. Q1 2023
- New holders
- 185
- 1,233 more added
- Sold out
- 88
- 1,462 more reduced
23 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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, Q2 2023
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ABLE Financial Group, LLC | 5,768 | $665.6K | 0.34% | +3,387+142.3% | Added |
| Cohen Investment Advisors LLC | 5,772 | $666.0K | 0.54% | −38−0.7% | Reduced |
| Relaxing Retirement Coach | 5,788 | $667.9K | 0.20% | +52+0.9% | Added |
| UBS Oconnor LLC | 5,790 | $668.1K | 0.01% | −12,074−67.6% | Reduced |
| Kenfarb & Co. | 5,800 | $669.3K | 0.58% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 5,811 | $670.5K | 0.10% | +299+5.4% | Added |
| Capital City Trust Co | 5,812 | $670.6K | 0.21% | +607+11.7% | Added |
| Taylor Hoffman Wealth Management | 5,816 | $671.1K | 0.34% | −1,591−21.5% | Reduced |
| Wells Trecaso Financial Group, LLC | 5,826 | $672.3K | 0.29% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 5,866 | $672.5K | 0.15% | +5,866 | New |
| Lafayette Investments, Inc. | 5,837 | $673.5K | 0.18% | 00.0% | Unchanged |
| Legacy Trust | 5,855 | $675.6K | 0.19% | −251−4.1% | Reduced |
| Westmount Partners, LLC | 5,855 | $675.6K | 0.29% | +3+0.1% | Added |
| Camden Capital, LLC | 5,861 | $676.3K | 0.08% | +2,061+54.2% | Added |
| KG&L Capital Management,LLC | 5,862 | $676.4K | 0.32% | −145−2.4% | Reduced |
| Hill Investment Group Partners, LLC | 5,871 | $677.5K | 0.12% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,889 | $679.5K | 0.22% | −229−3.7% | Reduced |
| Acima Private Wealth, LLC | 5,893 | $680.0K | 0.33% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 5,898 | $681.0K | 0.14% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 5,921 | $683.2K | 0.46% | +24+0.4% | Added |
| Strategic Wealth Designers | 5,942 | $685.6K | 0.11% | +5,942 | New |
| Retirement Guys Formula LLC | 5,957 | $687.3K | 0.40% | +146+2.5% | Added |
| Farmers Trust Co | 5,963 | $688.1K | 0.15% | +676+12.8% | Added |
| Bourne Lent Asset Management Inc | 5,967 | $688.5K | 0.24% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 5,967 | $688.5K | 0.13% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 6,000 | $692.0K | 0.01% | +500+9.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,008 | $693.2K | 0.05% | +59+1.0% | Added |
| DHJJ Financial Advisors, Ltd. | 6,014 | $694.0K | 0.36% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 6,026 | $695.3K | 0.24% | −572−8.7% | Reduced |
| MEMBERS Trust Co | 6,050 | $698.1K | 0.02% | +6,050 | New |
| Octavia Wealth Advisors, LLC | 6,024 | $699.5K | 0.14% | −32−0.5% | Reduced |
| Sovereign Financial Group, Inc. | 6,070 | $700.4K | 0.23% | +179+3.0% | Added |
| Boltwood Capital Management | 6,083 | $701.9K | 0.25% | −150−2.4% | Reduced |
| Ignite Planners, LLC | 6,484 | $706.8K | 0.27% | +206+3.3% | Added |
| Broderick Brian C | 6,125 | $706.8K | 0.19% | −25−0.4% | Reduced |
| Kapitalo Investimentos Ltda | 6,136 | $708.0K | 0.13% | +6,136 | New |
| TAP Consulting, LLC | 6,146 | $709.2K | 0.17% | +9+0.1% | Added |
| Evergreen Wealth Solutions, LLC | 6,148 | $709.5K | 0.72% | +522+9.3% | Added |
| Certified Advisory Corp | 6,149 | $709.5K | 0.13% | −75−1.2% | Reduced |
| Summit Financial Strategies, Inc. | 6,164 | $711.2K | 0.13% | +132+2.2% | Added |
| Salomon & Ludwin, LLC | 6,166 | $711.5K | 0.08% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 6,171 | $712.1K | 0.37% | −955−13.4% | Reduced |
| Bedel Financial Consulting, Inc. | 6,175 | $712.5K | 0.15% | +54+0.9% | Added |
| Laurel Wealth Advisors LLC | 6,185 | $713.7K | 0.14% | −330−5.1% | Reduced |
| Groesbeck Investment Management Corp | 6,200 | $715.0K | 1.09% | −1,141−15.5% | Reduced |
| Hussman Strategic Advisors, Inc. | 6,200 | $715.4K | 0.13% | −14,600−70.2% | Reduced |
| Chemistry Wealth Management LLC | 6,209 | $716.5K | 0.23% | +173+2.9% | Added |
| Altus Wealth Management, LLC | 6,225 | $718.4K | 0.57% | +38+0.6% | Added |
| Nicolet Bankshares Inc | 6,250 | $721.2K | 0.20% | −79−1.2% | Reduced |
| Resonant Capital Advisors, LLC | 6,218 | $722.0K | 0.08% | +76+1.2% | Added |
| JGP Global Gestao de Recursos Ltda. | 6,262 | $722.6K | 0.51% | −497−7.4% | Reduced |
| NFP Retirement, Inc. | 6,267 | $723.2K | 0.13% | +598+10.5% | Added |
| Aveo Capital Partners, LLC | 6,278 | $724.4K | 0.09% | −7,698−55.1% | Reduced |
| Crumly & Associates Inc. | 6,284 | $725.1K | 0.29% | −1,106−15.0% | Reduced |
| Perennial Investment Advisors, LLC | 6,286 | $725.2K | 0.13% | −30.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,295 | $726.3K | 0.35% | −966−13.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,300 | $727.0K | 0.63% | +300+5.0% | Added |
| Prossimo Advisors, LLC | 6,299 | $727.0K | 0.70% | −3,390−35.0% | Reduced |
| Canton Hathaway, LLC | 6,320 | $729.0K | 0.23% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6,320 | $729.3K | 0.06% | −736−10.4% | Reduced |
| Heartwood Wealth Advisors LLC | 6,351 | $732.8K | 0.10% | +859+15.6% | Added |
| Howard Financial Services, Ltd. | 6,354 | $733.2K | 0.18% | +56+0.9% | Added |
| Alera Investment Advisors, LLC | 6,359 | $733.7K | 0.16% | −971−13.2% | Reduced |
| Meridian Financial Partners LLC | 6,764 | $734.0K | 0.44% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 6,368 | $734.8K | 0.31% | +1,404+28.3% | Added |
| Collective Family Office LLC | 6,400 | $738.5K | 0.29% | −299−4.5% | Reduced |
| Charles Carroll Financial Partners, LLC | 6,406 | $739.2K | 0.94% | +500+8.5% | Added |
| Ategra Capital Management, LLC | 6,414 | $740.1K | 0.40% | +1,167+22.2% | Added |
| Fortem Financial Group, LLC | 6,418 | $740.6K | 0.44% | −7,735−54.7% | Reduced |
| Michael B. Yongue | 6,420 | $740.8K | 0.69% | −566−8.1% | Reduced |
| JNBA Financial Advisors | 6,423 | $741.1K | 0.09% | +50+0.8% | Added |
| Delta Investment Management, LLC | 6,446 | $743.8K | 0.20% | −16−0.2% | Reduced |
| Harvest Volatility Management LLC | 6,447 | $743.9K | 0.15% | +30.0% | Added |
| Ellenbecker Investment Group | 6,458 | $745.0K | 0.19% | +358+5.9% | Added |
| IFG Advisors, LLC | 6,460 | $745.4K | 0.26% | +123+1.9% | Added |
| Connecticut Wealth Management, LLC | 6,466 | $746.1K | 0.05% | +2,665+70.1% | Added |
| Cross Staff Investments Inc | 6,485 | $748.3K | 0.69% | −600−8.5% | Reduced |
| General Partner, Inc. | 6,493 | $749.2K | 0.62% | 00.0% | Unchanged |
| Family Firm, Inc. | 6,510 | $751.2K | 0.20% | +33+0.5% | Added |
| Nadler Financial Group, Inc. | 6,523 | $752.7K | 0.11% | +6+0.1% | Added |
| Provence Wealth Management Group | 6,527 | $753.2K | 0.44% | +938+16.8% | Added |
| Mirador Capital Partners LP | 6,537 | $754.3K | 0.18% | −102−1.5% | Reduced |
| Monterey Private Wealth, Inc. | 6,549 | $755.7K | 0.37% | +22+0.3% | Added |
| SignalPoint Asset Management, LLC | 6,551 | $755.9K | 0.23% | −90−1.4% | Reduced |
| Mathes Company, Inc. | 6,550 | $756.0K | 0.33% | +6,550 | New |
| Citizens Business Bank | 6,565 | $757.5K | 0.17% | +3,764+134.4% | Added |
| Opal Wealth Advisors, LLC | 6,570 | $758.2K | 0.38% | +1,280+24.2% | Added |
| Hilltop Partners LLC | 6,584 | $759.7K | 0.32% | +6,584 | New |
| German American Bancorp, Inc. | 6,594 | $760.9K | 0.11% | +149+2.3% | Added |
| Samalin Investment Counsel, LLC | 6,597 | $761.2K | 0.41% | +291+4.6% | Added |
| Alta Advisers Ltd | 6,600 | $761.6K | 0.43% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 6,600 | $761.6K | 0.09% | +2,054+45.2% | Added |
| Atlas Capital Advisors LLC | 6,617 | $763.5K | 0.12% | −470−6.6% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,619 | $763.8K | 0.18% | +43+0.7% | Added |
| DGS Capital Management, LLC | 6,621 | $764.0K | 0.38% | +480+7.8% | Added |
| Game Creek Capital, LP | 6,625 | $764.5K | 0.50% | −1,125−14.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 6,630 | $765.0K | 0.70% | −143−2.1% | Reduced |
| O'Rourke & Company, Inc | 6,634 | $766.0K | 0.54% | +35+0.5% | Added |
| Bangor Savings Bank | 6,640 | $766.2K | 0.09% | −65−1.0% | Reduced |
| Lynch Asset Management, Inc. | 6,650 | $767.3K | 0.49% | 00.0% | Unchanged |