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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 8,700 | $1.00M | 0.30% | +440+5.3% | Added |
| Segment Wealth Management, LLC | 8,721 | $1.01M | 0.10% | −4,052−31.7% | Reduced |
| My Legacy Advisors, LLC | 9,487 | $1.01M | 0.40% | −2,191−18.8% | Reduced |
| Arnhold LLC | 8,742 | $1.01M | 0.11% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 9,277 | $1.01M | 0.19% | +2,091+29.1% | Added |
| LBMC Investment Advisors, LLC | 8,751 | $1.01M | 0.10% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 8,886 | $1.01M | 1.12% | −825−8.5% | Reduced |
| Quent Capital, LLC | 8,760 | $1.01M | 0.16% | +1,248+16.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 8,770 | $1.01M | 0.22% | −600−6.4% | Reduced |
| Frisch Financial Group, Inc. | 8,775 | $1.01M | 0.49% | +281+3.3% | Added |
| Aft, Forsyth & Company, Inc. | 8,787 | $1.01M | 0.72% | −475−5.1% | Reduced |
| Summit Financial, LLC | 8,782 | $1.02M | 0.07% | +3,155+56.1% | Added |
| Cim Investment Mangement Inc | 8,844 | $1.02M | 0.35% | +20+0.2% | Added |
| Providence First Trust Co | 8,845 | $1.02M | 0.56% | +8,845 | New |
| Burns J W & Co Inc | 8,848 | $1.02M | 0.16% | −198−2.2% | Reduced |
| Alliance Wealth Management Group | 8,851 | $1.02M | 0.33% | +36+0.4% | Added |
| Towercrest Capital Management | 8,851 | $1.02M | 0.19% | +36+0.4% | Added |
| Clarus Group, Inc. | 8,864 | $1.02M | 0.75% | +3,480+64.6% | Added |
| Northwest Investment Counselors, LLC | 8,883 | $1.03M | 0.27% | −50−0.6% | Reduced |
| M Holdings Securities, Inc. | 8,913 | $1.03M | 0.21% | −18,314−67.3% | Reduced |
| Gyroscope Capital Management Group, LLC | 8,918 | $1.03M | 0.24% | −1,635−15.5% | Reduced |
| Oxford Financial Group Ltd | 8,933 | $1.03M | 0.10% | +2,339+35.5% | Added |
| Tiemann Investment Advisors, LLC | 8,936 | $1.03M | 0.53% | −150−1.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 8,940 | $1.03M | 1.00% | −100−1.1% | Reduced |
| Impact Partnership Wealth, LLC | 8,999 | $1.04M | 0.36% | +8,999 | New |
| Farmers & Merchants Trust Co of Long Beach | 9,007 | $1.04M | 0.28% | +2,149+31.3% | Added |
| Gratus Capital LLC | 9,019 | $1.04M | 0.07% | −521−5.5% | Reduced |
| Buckingham Strategic Partners | 9,036 | $1.04M | 0.06% | +2,851+46.1% | Added |
| Ami Asset Management Corp | 9,037 | $1.04M | 0.06% | +38+0.4% | Added |
| Aaron Wealth Advisors | 9,059 | $1.05M | 0.14% | +1,125+14.2% | Added |
| Optas, LLC | 9,063 | $1.05M | 0.35% | +249+2.8% | Added |
| IPG Investment Advisors LLC | 9,067 | $1.05M | 0.23% | +5,196+134.2% | Added |
| Arrow Financial Corp | 9,076 | $1.05M | 0.13% | −596−6.2% | Reduced |
| MV Capital Management, Inc. | 9,080 | $1.05M | 0.14% | +79+0.9% | Added |
| WealthPLAN Partners, LLC | 9,106 | $1.05M | 0.15% | −662−6.8% | Reduced |
| Insight 2811, Inc. | 9,122 | $1.05M | 0.57% | −124−1.3% | Reduced |
| First Capital Advisors Group, LLC. | 9,146 | $1.06M | 0.55% | −8−0.1% | Reduced |
| Aspire Private Capital, LLC | 9,198 | $1.06M | 0.34% | −810−8.1% | Reduced |
| Kidder Stephen W | 9,204 | $1.06M | 0.35% | +466+5.3% | Added |
| Retirement Planning Co of New England, Inc. | 9,212 | $1.06M | 0.61% | −41−0.4% | Reduced |
| Orser Capital Management, LLC | 9,274 | $1.07M | 1.09% | −35−0.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 9,279 | $1.07M | 0.04% | +434+4.9% | Added |
| Argus Investors' Counsel, Inc. | 9,296 | $1.07M | 0.74% | −57−0.6% | Reduced |
| First Heartland Consultants, Inc. | 9,299 | $1.07M | 0.14% | −335−3.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,326 | $1.08M | 0.56% | +3,466+59.1% | Added |
| Port Capital LLC | 9,343 | $1.08M | 0.06% | 00.0% | Unchanged |
| Verition Fund Management LLC | 9,357 | $1.08M | 0.02% | +2,377+34.1% | Added |
| Tempus Wealth Planning, LLC | 9,372 | $1.08M | 0.49% | −216−2.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 10,172 | $1.08M | 0.42% | +772+8.2% | Added |
| Richard W. Paul & Associates, LLC | 9,389 | $1.08M | 0.47% | +94+1.0% | Added |
| Brady Family Wealth, LLC | 9,391 | $1.08M | 0.40% | +39+0.4% | Added |
| Patron Partners Advisors, LLC | 9,429 | $1.09M | 0.77% | −562−5.6% | Reduced |
| USA Financial Portformulas Corp | 9,462 | $1.09M | 1.68% | −1,757−15.7% | Reduced |
| Papp L Roy & Associates | 9,476 | $1.09M | 0.14% | +237+2.6% | Added |
| Townsend Asset Management Corp | 9,480 | $1.09M | 0.52% | +15+0.2% | Added |
| Baker Avenue Asset Management, LP | 9,486 | $1.09M | 0.06% | +6,181+187.0% | Added |
| Ausdal Financial Partners, Inc. | 9,504 | $1.10M | 0.15% | +1,055+12.5% | Added |
| McRae Capital Management Inc | 9,526 | $1.10M | 0.31% | +38+0.4% | Added |
| Sonoma Private Wealth LLC | 9,561 | $1.10M | 1.93% | +588+6.6% | Added |
| Autumn Glory Partners, LLC | 9,562 | $1.10M | 0.81% | −1,985−17.2% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 9,566 | $1.10M | 0.87% | +9,566 | New |
| Highview Capital Management LLC | 9,569 | $1.10M | 0.59% | −100−1.0% | Reduced |
| Everhart Financial Group, Inc. | 9,588 | $1.11M | 0.46% | +586+6.5% | Added |
| RFP Financial Group LLC | 9,589 | $1.11M | 0.45% | +8,772+1,073.7% | Added |
| Capital Square, LLC | 9,589 | $1.11M | 1.02% | +69+0.7% | Added |
| Bontempo Ohly Capital Mgmt LLC | 9,623 | $1.11M | 0.54% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 9,645 | $1.11M | 0.09% | −1,528−13.7% | Reduced |
| Trifecta Capital Advisors, LLC | 9,658 | $1.11M | 0.36% | −325−3.3% | Reduced |
| Sather Financial Group Inc | 9,685 | $1.12M | 0.09% | 00.0% | Unchanged |
| Navellier & Associates Inc | 9,736 | $1.12M | 0.22% | +382+4.1% | Added |
| First Business Financial Services, Inc. | 9,768 | $1.13M | 0.14% | −10,802−52.5% | Reduced |
| LVW Advisors, LLC | 9,768 | $1.13M | 0.23% | −5,118−34.4% | Reduced |
| Washington Trust Advisors, Inc. | 9,774 | $1.13M | 0.11% | +15+0.2% | Added |
| Focus Financial Network, Inc. | 9,740 | $1.13M | 0.06% | +631+6.9% | Added |
| Apriem Advisors | 9,822 | $1.13M | 0.17% | −134−1.3% | Reduced |
| Univest Financial Corp | 9,852 | $1.14M | 0.34% | +881+9.8% | Added |
| Woodward Diversified Capital, LLC | 9,864 | $1.14M | 0.86% | −285−2.8% | Reduced |
| CenterStar Asset Management, LLC | 9,874 | $1.14M | 1.03% | +9,874 | New |
| Providence Capital Advisors, LLC | 9,870 | $1.14M | 0.29% | −40−0.4% | Reduced |
| First Financial Corp | 9,896 | $1.14M | 0.73% | −12−0.1% | Reduced |
| Monetary Management Group Inc | 9,905 | $1.14M | 0.35% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 9,908 | $1.14M | 0.59% | −9,830−49.8% | Reduced |
| Lederer & Associates Investment Counsel | 9,939 | $1.15M | 0.87% | +285+3.0% | Added |
| BlueCrest Capital Management Ltd | 9,942 | $1.15M | 0.15% | +9,942 | New |
| Redhawk Wealth Advisors, Inc. | 9,945 | $1.15M | 0.35% | −2,783−21.9% | Reduced |
| Mechanics Financial Corp | 9,976 | $1.15M | 0.63% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 9,990 | $1.15M | 0.06% | −8,778−46.8% | Reduced |
| Lumina Fund Management LLC | 10,000 | $1.15M | 0.52% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 10,021 | $1.16M | 0.86% | +163+1.7% | Added |
| MONECO Advisors, LLC | 10,033 | $1.16M | 0.32% | −104−1.0% | Reduced |
| Winthrop Advisory Group LLC | 9,994 | $1.16M | 0.19% | +66+0.7% | Added |
| Simon Quick Advisors, LLC | 10,076 | $1.16M | 0.11% | −1,332−11.7% | Reduced |
| Highline Wealth Partners LLC | 10,094 | $1.16M | 0.73% | 00.0% | Unchanged |
| First Command Bank | 10,109 | $1.17M | 0.11% | −1,049−9.4% | Reduced |
| First Command Financial Services, Inc. | 10,109 | $1.17M | 0.11% | −1,049−9.4% | Reduced |
| Seascape Capital Management | 10,139 | $1.17M | 0.55% | +311+3.2% | Added |
| West Bancorporation Inc | 10,226 | $1.18M | 0.79% | −319−3.0% | Reduced |
| Vigilare Wealth Management | 10,243 | $1.18M | 0.68% | −231−2.2% | Reduced |
| NWF Advisory Services Inc. | 10,244 | $1.18M | 0.27% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 10,256 | $1.18M | 0.67% | −375−3.5% | Reduced |