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 |
|---|---|---|---|---|---|
| Zevin Asset Management LLC | 7,636 | $881.0K | 0.18% | −150−1.9% | Reduced |
| Garrison Point Advisors, LLC | 7,639 | $881.4K | 0.64% | −209−2.7% | Reduced |
| Red Wave Investments LLC | 7,643 | $881.9K | 0.36% | −25−0.3% | Reduced |
| Magnus Financial Group LLC | 7,659 | $883.8K | 0.13% | −102−1.3% | Reduced |
| Johnson & White Wealth Management, LLC | 7,670 | $885.0K | 1.21% | −42−0.5% | Reduced |
| Pictet North America Advisors SA | 7,675 | $885.6K | 0.12% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 7,676 | $885.7K | 0.33% | +22+0.3% | Added |
| Strong Tower Advisory Services | 7,691 | $887.6K | 0.42% | +293+4.0% | Added |
| Jefferies Financial Group Inc. | 7,698 | $888.3K | 0.02% | +3,550+85.6% | Added |
| Gateway Wealth Partners, LLC | 7,708 | $889.5K | 0.16% | +359+4.9% | Added |
| Builder Investment Group Inc | 7,716 | $890.5K | 0.35% | −32−0.4% | Reduced |
| Paulson Wealth Management Inc. | 7,740 | $893.1K | 0.30% | +1,398+22.0% | Added |
| Gryphon Financial Partners LLC | 7,747 | $893.9K | 0.20% | −122−1.6% | Reduced |
| Resolute Wealth Strategies, LLC | 7,752 | $894.5K | 0.69% | +36+0.5% | Added |
| Weatherly Asset Management L. P. | 7,704 | $894.6K | 0.10% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 7,783 | $898.1K | 0.41% | −129−1.6% | Reduced |
| KC Investment Advisors, LLC | 7,816 | $901.9K | 0.61% | +227+3.0% | Added |
| Edgewood Management LLC | 7,818 | $902.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,837 | $904.0K | 0.59% | −482−5.8% | Reduced |
| Heron Financial Group, LLC | 7,844 | $905.1K | 0.49% | +305+4.0% | Added |
| Claret Asset Management Corp | 7,848 | $906.0K | 0.18% | +75+1.0% | Added |
| Clear Creek Financial Management, LLC | 7,862 | $907.7K | 0.16% | −25−0.3% | Reduced |
| Eagle Ridge Investment Management | 7,874 | $908.6K | 0.10% | −150−1.9% | Reduced |
| LGT Financial Advisors LLC | 7,877 | $908.9K | 0.97% | +4,245+116.9% | Added |
| Garner Asset Management Corp | 7,877 | $909.0K | 0.53% | −1,503−16.0% | Reduced |
| Verity Asset Management, Inc. | 7,883 | $909.6K | 0.67% | +25+0.3% | Added |
| Mark Stevens | 7,892 | $910.7K | 0.12% | −43−0.5% | Reduced |
| AlphaQ Advisors LLC | 7,945 | $916.8K | 0.68% | +580+7.9% | Added |
| Redwood Investment Management, LLC | 7,951 | $917.0K | 0.09% | −2,090−20.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 7,955 | $917.9K | 0.07% | −131−1.6% | Reduced |
| Ifrah Financial Services, Inc. | 7,963 | $918.9K | 0.28% | −81−1.0% | Reduced |
| Sigma Investment Counselors Inc | 7,999 | $923.0K | 0.07% | +1,113+16.2% | Added |
| First Bank & Trust | 8,006 | $923.8K | 0.23% | −1,320−14.2% | Reduced |
| Westshore Wealth, LLC | 8,042 | $928.0K | 0.47% | −574−6.7% | Reduced |
| New Jersey Better Educational Savings Trust | 8,078 | $932.1K | 2.19% | 00.0% | Unchanged |
| L.M. Kohn & Company | 8,079 | $932.3K | 0.35% | +1,485+22.5% | Added |
| US Asset Management LLC | 8,082 | $933.0K | 0.99% | −6−0.1% | Reduced |
| Foster Dykema Cabot & Co Inc | 8,086 | $933.0K | 0.11% | +454+5.9% | Added |
| Western Financial Corp | 8,089 | $933.4K | 0.64% | −78−1.0% | Reduced |
| Guardian Wealth Advisors, LLC | 8,045 | $934.2K | 0.16% | +523+7.0% | Added |
| Day & Ennis, LLC | 8,106 | $935.3K | 0.36% | +10.0% | Added |
| Relyea Zuckerberg Hanson LLC | 8,113 | $936.1K | 0.21% | +121+1.5% | Added |
| Core Wealth Partners LLC | 8,117 | $936.6K | 0.87% | +166+2.1% | Added |
| Joule Financial, LLC | 8,128 | $937.9K | 0.48% | +284+3.6% | Added |
| Signature Wealth Management Partners, LLC | 8,133 | $938.5K | 0.87% | −665−7.6% | Reduced |
| Relative Value Partners Group, LLC | 8,133 | $938.5K | 0.06% | 00.0% | Unchanged |
| NVWM, LLC | 8,142 | $939.5K | 0.31% | +9+0.1% | Added |
| Power Corp of Canada | 8,144 | $939.7K | 0.10% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 8,158 | $941.4K | 0.64% | −37,420−82.1% | Reduced |
| Barton Investment Management | 8,158 | $941.4K | 0.14% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 8,166 | $942.3K | 0.12% | −86−1.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,192 | $946.0K | 0.07% | −386−4.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,216 | $948.0K | 0.42% | −119−1.4% | Reduced |
| Opus Capital Group, LLC | 8,215 | $948.0K | 0.16% | −114−1.4% | Reduced |
| Weinberger Asset Management, Inc | 8,221 | $948.6K | 0.52% | +29+0.4% | Added |
| WNY Asset Management, LLC | 8,222 | $948.7K | 0.20% | −20−0.2% | Reduced |
| DCM Advisors, LLC | 8,223 | $948.9K | 0.41% | −1,529−15.7% | Reduced |
| Amussen Hunsaker Associates LLC | 8,260 | $953.2K | 0.21% | +8+0.1% | Added |
| Symphony Financial, Ltd. Co. | 8,396 | $953.3K | 0.23% | −870−9.4% | Reduced |
| TruWealth Advisors, LLC | 8,274 | $954.8K | 0.08% | +272+3.4% | Added |
| Alethea Capital Management, LLC | 8,312 | $959.1K | 1.03% | +4,312+107.8% | Added |
| HHM Wealth Advisors, LLC | 8,314 | $959.4K | 0.18% | −20−0.2% | Reduced |
| Professional Advisory Services Inc | 8,322 | $960.0K | 0.15% | −130−1.5% | Reduced |
| Colonial River Wealth Management, LLC | 8,337 | $962.1K | 0.63% | −3,235−28.0% | Reduced |
| Mendel Money Management | 8,351 | $963.6K | 0.50% | −99−1.2% | Reduced |
| TCI Wealth Advisors, Inc. | 8,356 | $964.2K | 0.12% | −8−0.1% | Reduced |
| Missouri Trust & Investment Co | 8,360 | $964.7K | 0.54% | +1,151+16.0% | Added |
| BFT Financial Group, LLC | 8,386 | $967.7K | 0.11% | +1,480+21.4% | Added |
| Magnolia Capital Management Ltd | 8,400 | $969.0K | 0.87% | 00.0% | Unchanged |
| Summit X, LLC | 8,405 | $969.1K | 0.24% | −921−9.9% | Reduced |
| Carr Financial Group Corp | 8,359 | $970.6K | 0.39% | −90−1.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,443 | $974.3K | 0.90% | +8,443 | New |
| Fort Point Capital Partners LLC | 8,448 | $974.8K | 0.15% | −886−9.5% | Reduced |
| First Commonwealth Financial Corp | 8,453 | $975.4K | 0.32% | −74−0.9% | Reduced |
| CFO4Life Group, LLC | 8,457 | $975.8K | 0.21% | +629+8.0% | Added |
| Cutter & CO Brokerage, Inc. | 8,457 | $975.9K | 0.29% | +501+6.3% | Added |
| Bassett Hargrove Investment Counsel, LLC | 8,840 | $980.0K | 1.84% | +70+0.8% | Added |
| Old Second National Bank of Aurora | 8,498 | $980.6K | 0.28% | 00.0% | Unchanged |
| Scharf Investments, LLC | 8,501 | $980.9K | 0.03% | +528+6.6% | Added |
| Kowal Investment Group, LLC | 8,506 | $981.5K | 0.26% | −45−0.5% | Reduced |
| Kapstone Financial Advisors LLC | 9,327 | $981.9K | 0.81% | +64+0.7% | Added |
| Journey Strategic Wealth LLC | 8,511 | $982.1K | 0.04% | −2,419−22.1% | Reduced |
| Institute for Wealth Management, LLC. | 8,513 | $982.3K | 0.17% | −30−0.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 8,541 | $985.6K | 0.85% | +113+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,546 | $986.1K | 0.44% | −86−1.0% | Reduced |
| Matrix Private Capital Group LLC | 8,502 | $987.3K | 0.72% | −11−0.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,558 | $987.5K | 0.06% | −212−2.4% | Reduced |
| Athena Investment Management | 8,564 | $988.3K | 0.68% | −143−1.6% | Reduced |
| Staley Capital Advisers Inc | 8,566 | $988.4K | 0.05% | +15+0.2% | Added |
| WealthTrust Asset Management, LLC | 8,579 | $989.9K | 0.90% | −345−3.9% | Reduced |
| SOA Wealth Advisors, LLC. | 8,580 | $990.1K | 0.23% | +31+0.4% | Added |
| Allstate Corp | 8,584 | $990.5K | 0.06% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 8,587 | $990.9K | 0.33% | −146−1.7% | Reduced |
| Longfellow Investment Management Co LLC | 8,606 | $993.0K | 0.23% | −1,420−14.2% | Reduced |
| Capstone Financial Advisors, Inc. | 8,617 | $994.3K | 0.07% | +448+5.5% | Added |
| Gradient Investments LLC | 8,624 | $995.1K | 0.03% | +303+3.6% | Added |
| American Trust | 8,673 | $1.00M | 0.07% | −250−2.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 8,685 | $1.00M | 0.03% | +377+4.5% | Added |
| Southeast Asset Advisors Inc. | 8,689 | $1.00M | 0.14% | +7+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,693 | $1.00M | 0.07% | 00.0% | Unchanged |