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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Cognios Beta Neutral Large Cap Fund, LP | 6,662 | $768.7K | 0.89% | −3,281−33.0% | Reduced |
| Alpha Family Trust | 6,670 | $769.7K | 0.54% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 6,670 | $769.7K | 0.16% | +39+0.6% | Added |
| RB Capital Management, LLC | 6,674 | $770.1K | 0.24% | −48−0.7% | Reduced |
| Bulltick Wealth Management, LLC | 6,643 | $772.8K | 0.18% | −1,549−18.9% | Reduced |
| Vigilant Capital Management, LLC | 6,719 | $775.0K | 0.06% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6,694 | $777.3K | 0.06% | +790+13.4% | Added |
| Peachtree Investment Partners, LLC | 6,753 | $779.3K | 0.36% | −1,183−14.9% | Reduced |
| Pioneer Trust Bank N A | 6,765 | $780.6K | 0.23% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 6,774 | $781.7K | 0.46% | −1,303−16.1% | Reduced |
| Advus Financial Partners, LLC | 6,785 | $782.9K | 0.30% | +1,042+18.1% | Added |
| Channel Wealth LLC | 6,789 | $783.4K | 0.45% | +1,831+36.9% | Added |
| Vicus Capital | 6,791 | $783.6K | 0.08% | −364−5.1% | Reduced |
| Koss-Olinger Consulting, LLC | 6,797 | $784.0K | 0.09% | 00.0% | Unchanged |
| Intrua Financial, LLC | 6,798 | $784.4K | 0.14% | +2,019+42.2% | Added |
| Landmark Financial Advisors, LLC | 6,800 | $784.7K | 0.32% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 6,812 | $786.0K | 0.65% | +148+2.2% | Added |
| Barrett & Company, Inc. | 6,824 | $787.4K | 0.46% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 6,855 | $791.0K | 0.19% | +446+7.0% | Added |
| LWMG, LLC | 6,862 | $791.8K | 0.22% | −229−3.2% | Reduced |
| Olistico Wealth, LLC | 6,864 | $792.0K | 0.68% | +930+15.7% | Added |
| Grant/GrossMendelsohn, LLC | 7,287 | $792.1K | 0.32% | +7,287 | New |
| Moseley Investment Management Inc | 6,876 | $793.4K | 0.46% | +547+8.6% | Added |
| MJP Associates Inc | 6,896 | $795.7K | 0.26% | −881−11.3% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 6,900 | $796.2K | 0.76% | +560+8.8% | Added |
| Mirova | 6,913 | $797.7K | 0.14% | −8,565−55.3% | Reduced |
| Focused Wealth Management, Inc | 6,916 | $798.0K | 0.14% | +17+0.2% | Added |
| Delta Financial Advisors LLC | 6,922 | $798.7K | 0.35% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 7,354 | $799.4K | 0.40% | −39−0.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,941 | $800.9K | 0.19% | +18+0.3% | Added |
| Callan Capital, LLC | 6,962 | $803.3K | 0.09% | −1,134−14.0% | Reduced |
| Baldwin Investment Management, LLC | 6,970 | $804.3K | 0.13% | 00.0% | Unchanged |
| Trust Co | 6,990 | $806.6K | 0.12% | −3,145−31.0% | Reduced |
| Morris Retirement Advisors, LLC | 6,995 | $807.2K | 0.56% | −585−7.7% | Reduced |
| Greystone Financial Group, LLC | 7,030 | $811.2K | 0.19% | −67−0.9% | Reduced |
| Invesco, LLC | 7,033 | $811.5K | 0.40% | +7,033 | New |
| Fenimore Asset Management Inc | 7,060 | $814.7K | 0.02% | 00.0% | Unchanged |
| Range Financial Group LLC | 7,061 | $814.8K | 0.52% | −12,601−64.1% | Reduced |
| Sterling Investment Counsel, LLC | 7,063 | $815.0K | 0.44% | −2,004−22.1% | Reduced |
| Compass Wealth Management LLC | 7,080 | $816.9K | 0.25% | −50−0.7% | Reduced |
| Stewart & Patten Co LLC | 7,094 | $818.6K | 0.13% | +250+3.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,097 | $818.9K | 0.35% | +7,097 | New |
| Grandview Asset Management LLC | 7,100 | $819.0K | 0.80% | +3,000+73.2% | Added |
| OmniStar Financial Group, Inc. | 7,109 | $820.0K | 0.96% | −5,085−41.7% | Reduced |
| Hamilton Capital, LLC | 7,109 | $820.3K | 0.06% | −173−2.4% | Reduced |
| Successful Portfolios LLC | 7,113 | $820.9K | 0.71% | −384−5.1% | Reduced |
| Cassia Capital Partners, LLC | 7,121 | $821.7K | 0.65% | +1,119+18.6% | Added |
| KB Financial Partners, LLC | 7,133 | $823.0K | 0.23% | −5,155−42.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 7,223 | $823.9K | 0.03% | −4,731−39.6% | Reduced |
| Capital Advisors Inc | 7,148 | $824.8K | 0.02% | +475+7.1% | Added |
| Callan Family Office, LLC | 7,150 | $825.0K | 0.22% | −469−6.2% | Reduced |
| ASB Consultores, LLC | 7,154 | $825.5K | 0.40% | −316−4.2% | Reduced |
| Sittner & Nelson, LLC | 7,163 | $826.6K | 0.45% | −149−2.0% | Reduced |
| Harvest Fund Management Co., Ltd | 7,167 | $827.0K | 0.17% | −5,294−42.5% | Reduced |
| Orion Capital Management LLC | 7,178 | $828.3K | 0.55% | −800−10.0% | Reduced |
| Crescent Sterling, Ltd. | 7,231 | $834.4K | 0.79% | −30.0% | Reduced |
| Summit Financial Group Inc | 7,254 | $837.0K | 0.33% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 7,265 | $838.3K | 0.57% | 00.0% | Unchanged |
| Trail Ridge Investment Advisors, LLC | 7,282 | $840.3K | 0.52% | −143−1.9% | Reduced |
| Vivaldi Capital Management, LLC | 7,284 | $840.5K | 0.26% | +355+5.1% | Added |
| Kolinsky Wealth Management, LLC | 7,416 | $842.0K | 0.80% | +118+1.6% | Added |
| Alhambra Investment Partners LLC | 7,297 | $842.0K | 0.56% | +10.0% | Added |
| Systematic Financial Management LP | 7,300 | $842.3K | 0.03% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $842.3K | 0.03% | 00.0% | Unchanged |
| Options Solutions, LLC | 7,300 | $842.3K | 0.83% | +7,300 | New |
| Tower Wealth Partners, Inc. | 7,311 | $843.6K | 0.68% | +1,139+18.5% | Added |
| Single Point Partners, LLC | 7,316 | $844.0K | 1.16% | +834+12.9% | Added |
| Abacus Wealth Partners, LLC | 7,337 | $846.6K | 0.26% | −312−4.1% | Reduced |
| King Wealth | 7,341 | $847.0K | 0.17% | −88−1.2% | Reduced |
| Optimum Investment Advisors | 7,350 | $848.1K | 0.42% | +800+12.2% | Added |
| Redwood Financial Network Corp | 7,354 | $848.5K | 0.80% | +41+0.6% | Added |
| Cooper Financial Group | 7,380 | $851.6K | 0.21% | −139−1.8% | Reduced |
| Premier Fund Managers Ltd | 7,500 | $852.0K | 0.03% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 7,388 | $852.5K | 0.77% | −209−2.8% | Reduced |
| Bell Bank | 7,399 | $853.8K | 0.09% | +4,199+131.2% | Added |
| Avestar Capital, LLC | 7,360 | $854.6K | 0.15% | +579+8.5% | Added |
| Genesee Capital Advisors, LLC | 7,407 | $854.7K | 0.58% | +7,407 | New |
| Pring Turner Capital Group Inc | 7,455 | $860.2K | 0.79% | 00.0% | Unchanged |
| Congress Park Capital LLC | 7,460 | $860.8K | 0.48% | −100−1.3% | Reduced |
| Greenwich Wealth Management LLC | 7,468 | $862.0K | 0.09% | −140−1.8% | Reduced |
| Hartford Funds Management Co LLC | 7,473 | $862.4K | 0.09% | +3,428+84.7% | Added |
| Jackson Creek Investment Advisors LLC | 7,477 | $863.0K | 0.35% | +7,477 | New |
| Sonata Capital Group Inc | 7,488 | $864.0K | 0.45% | −248−3.2% | Reduced |
| Valley Brook Capital Group | 7,497 | $865.1K | 0.80% | −807−9.7% | Reduced |
| Intellectus Partners, LLC | 7,452 | $865.4K | 0.26% | −144−1.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 7,501 | $865.5K | 0.30% | +294+4.1% | Added |
| Bender Robert & Associates | 7,516 | $867.3K | 0.24% | −936−11.1% | Reduced |
| Morton Capital Management LLC | 7,529 | $868.8K | 0.30% | +1,000+15.3% | Added |
| Oxler Private Wealth LLC | 7,533 | $869.2K | 0.41% | +49+0.7% | Added |
| Renasant Bank | 7,538 | $869.8K | 0.71% | −842−10.0% | Reduced |
| MSH Capital Advisors LLC | 7,565 | $872.9K | 0.32% | +70+0.9% | Added |
| Dover Advisors, LLC | 7,520 | $873.2K | 0.77% | −220−2.8% | Reduced |
| LifePro Asset Management | 7,569 | $873.4K | 0.67% | +233+3.2% | Added |
| Atlas Private Wealth Management | 7,581 | $874.8K | 0.46% | +720+10.5% | Added |
| Sunburst Financial Group, LLC | 7,591 | $875.9K | 0.31% | +12+0.2% | Added |
| Eldridge Investment Advisors, Inc. | 7,589 | $876.0K | 0.29% | +64+0.9% | Added |
| Van Strum & Towne Inc. | 7,593 | $876.2K | 0.36% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 7,604 | $877.5K | 0.13% | +504+7.1% | Added |
| Dividend Assets Capital, LLC | 7,616 | $879.0K | 0.18% | −250−3.2% | Reduced |
| Traphagen Investment Advisors LLC | 7,621 | $879.4K | 0.12% | +105+1.4% | Added |