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 |
|---|---|---|---|---|---|
| Forefront Wealth Management Inc. | 10,262 | $1.18M | 1.56% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 10,216 | $1.19M | 0.38% | +1,468+16.8% | Added |
| Granite Investment Partners, LLC | 10,306 | $1.19M | 0.05% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10,314 | $1.19M | 0.41% | +94+0.9% | Added |
| Aureus Asset Management, LLC | 10,322 | $1.19M | 0.09% | +106+1.0% | Added |
| StrategIQ Financial Group, LLC | 10,329 | $1.19M | 0.14% | +102+1.0% | Added |
| TLWM | 10,339 | $1.19M | 0.34% | +152+1.5% | Added |
| Dorchester Wealth Management Co | 10,388 | $1.20M | 0.24% | −650−5.9% | Reduced |
| Sage Rhino Capital LLC | 10,389 | $1.20M | 0.33% | −36−0.3% | Reduced |
| First Western Trust Bank | 10,408 | $1.20M | 0.06% | −2,991−22.3% | Reduced |
| Redmond Asset Management, LLC | 10,418 | $1.20M | 0.39% | −146−1.4% | Reduced |
| Gries Financial LLC | 10,456 | $1.21M | 0.33% | −7,273−41.0% | Reduced |
| Aurora Private Wealth, Inc. | 10,466 | $1.21M | 1.37% | −634−5.7% | Reduced |
| Traynor Capital Management, Inc. | 10,469 | $1.21M | 0.16% | +126+1.2% | Added |
| Old North State Trust, LLC | 10,476 | $1.21M | 0.89% | 00.0% | Unchanged |
| First Washington CORP | 10,482 | $1.21M | 0.53% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 10,469 | $1.21M | 0.21% | +98+0.9% | Added |
| Capital Advantage, Inc. | 11,006 | $1.21M | 0.25% | −3,218−22.6% | Reduced |
| TCW Group Inc | 10,505 | $1.21M | 0.01% | 00.0% | Unchanged |
| Argent Capital Management LLC | 10,524 | $1.21M | 0.04% | +84+0.8% | Added |
| Cynosure Management, LLC | 10,576 | $1.22M | 0.37% | +10,576 | New |
| First Pacific Financial | 10,623 | $1.23M | 0.52% | +781+7.9% | Added |
| Hamilton Point Investment Advisors, LLC | 10,559 | $1.23M | 0.29% | −131−1.2% | Reduced |
| Imprint Wealth LLC | 10,621 | $1.23M | 0.77% | +195+1.9% | Added |
| Round Rock Advisors, LLC | 10,627 | $1.23M | 0.44% | +54+0.5% | Added |
| Clarkston Capital Partners, LLC | 10,648 | $1.23M | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 11,536 | $1.23M | 0.57% | −351−3.0% | Reduced |
| Baker Ellis Asset Management LLC | 10,665 | $1.23M | 0.21% | 00.0% | Unchanged |
| Tradewinds, LLC. | 10,672 | $1.23M | 0.73% | −165−1.5% | Reduced |
| Peterson Wealth Services | 10,675 | $1.23M | 0.59% | −694−6.1% | Reduced |
| Cladis Investment Advisory, LLC | 10,686 | $1.23M | 1.07% | +452+4.4% | Added |
| MBL Wealth, LLC | 10,716 | $1.24M | 0.17% | +1,191+12.5% | Added |
| Coastal Bridge Advisors, LLC | 10,728 | $1.24M | 0.30% | +193+1.8% | Added |
| Seelaus Asset Management LLC | 10,741 | $1.24M | 0.97% | −356−3.2% | Reduced |
| Twelve Points Wealth Management LLC | 10,764 | $1.24M | 0.66% | +425+4.1% | Added |
| Kennedy Capital Management, Inc. | 10,778 | $1.24M | 0.03% | +10,778 | New |
| Trustco Bank Corp N Y | 10,791 | $1.25M | 1.34% | +212+2.0% | Added |
| Measured Wealth Private Client Group, LLC | 10,808 | $1.25M | 0.47% | +516+5.0% | Added |
| LexAurum Advisors, LLC | 10,811 | $1.25M | 0.38% | +567+5.5% | Added |
| L2 Asset Management, LLC | 10,819 | $1.25M | 0.61% | +1,310+13.8% | Added |
| Bill Few Associates, Inc. | 10,845 | $1.25M | 0.65% | −1,399−11.4% | Reduced |
| Waverton Investment Management Ltd | 10,850 | $1.25M | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 10,845 | $1.25M | 0.71% | +58+0.5% | Added |
| Financial Insights, Inc. | 10,856 | $1.25M | 0.46% | +2,471+29.5% | Added |
| Retirement Income Solutions, Inc | 10,884 | $1.26M | 0.34% | −150−1.4% | Reduced |
| Millington Financial Advisors, LLC | 10,885 | $1.26M | 1.12% | −50−0.5% | Reduced |
| Foundation Wealth Management, LLC | 10,901 | $1.26M | 1.23% | +50+0.5% | Added |
| Allen Capital Group, LLC | 10,910 | $1.26M | 0.23% | +63+0.6% | Added |
| Phillips Wealth Planners LLC | 11,049 | $1.27M | 1.67% | +53+0.5% | Added |
| CVA Family Office, LLC | 11,065 | $1.28M | 0.27% | +800+7.8% | Added |
| Bessemer Securities LLC | 11,063 | $1.28M | 0.85% | −950−7.9% | Reduced |
| Roman Butler Fullerton & Co | 12,099 | $1.28M | 0.59% | −2,517−17.2% | Reduced |
| Crewe Advisors LLC | 11,170 | $1.29M | 0.18% | +100+0.9% | Added |
| Peoples Bank | 11,171 | $1.29M | 0.79% | +522+4.9% | Added |
| Drive Wealth Management, LLC | 11,106 | $1.29M | 0.48% | +160+1.5% | Added |
| Cornerstone Advisory, LLC | 11,177 | $1.29M | 0.23% | −1,101−9.0% | Reduced |
| Good Life Advisors, LLC | 11,197 | $1.29M | 0.15% | −1,577−12.3% | Reduced |
| Vista Investment Management | 11,198 | $1.29M | 0.65% | −167−1.5% | Reduced |
| Chapin Davis, Inc. | 11,207 | $1.29M | 0.61% | −20−0.2% | Reduced |
| Guerra Pan Advisors, LLC | 11,232 | $1.30M | 1.44% | +62+0.6% | Added |
| Clean Yield Group | 11,242 | $1.30M | 0.53% | −300−2.6% | Reduced |
| FinTrust Capital Advisors, LLC | 11,465 | $1.30M | 0.31% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 11,271 | $1.30M | 0.16% | +470+4.4% | Added |
| Weil Company, Inc. | 11,285 | $1.30M | 0.58% | −2,683−19.2% | Reduced |
| Renaissance Investment Group LLC | 11,334 | $1.31M | 0.34% | −614−5.1% | Reduced |
| Americana Partners, LLC | 11,334 | $1.31M | 0.17% | −1,021−8.3% | Reduced |
| Signet Financial Management, LLC | 11,353 | $1.31M | 0.21% | −446−3.8% | Reduced |
| Accredited Investors Inc. | 11,389 | $1.31M | 0.09% | −708−5.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 11,400 | $1.32M | 0.61% | +51+0.4% | Added |
| EHP Funds Inc. | 11,420 | $1.32M | 0.37% | +4,240+59.1% | Added |
| Human Investing LLC | 11,447 | $1.32M | 0.30% | −3,817−25.0% | Reduced |
| Loomis Sayles & Co L P | 11,449 | $1.32M | 0.00% | −35,000−75.4% | Reduced |
| Charter Oak Capital Management, LLC | 11,515 | $1.33M | 0.17% | +432+3.9% | Added |
| Covenant Partners, LLC | 11,522 | $1.33M | 0.48% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 11,525 | $1.33M | 0.88% | +454+4.1% | Added |
| YHB Investment Advisors, Inc. | 11,550 | $1.33M | 0.12% | −503−4.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 11,584 | $1.34M | 0.78% | −23−0.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,584 | $1.34M | 0.84% | −40−0.3% | Reduced |
| Paladin Advisory Group, LLC | 11,625 | $1.34M | 1.08% | +61+0.5% | Added |
| Strategic Investment Advisors | 11,654 | $1.34M | 0.19% | +2,492+27.2% | Added |
| Occidental Asset Management, LLC | 11,666 | $1.35M | 0.30% | +314+2.8% | Added |
| Cable Hill Partners, LLC | 11,612 | $1.35M | 0.18% | +401+3.6% | Added |
| Prairie Sky Financial Group LLC | 11,691 | $1.35M | 0.92% | +11,691 | New |
| IFP Advisors, Inc | 22,310 | $1.35M | 0.07% | −2,695−10.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 11,752 | $1.36M | 0.77% | −200−1.7% | Reduced |
| Blueprint Investment Partners LLC | 11,757 | $1.36M | 0.49% | −3,561−23.2% | Reduced |
| Cambridge Advisors Inc. | 11,773 | $1.36M | 0.35% | −2,216−15.8% | Reduced |
| Mill Creek Capital Advisors, LLC | 11,793 | $1.36M | 0.04% | +1,082+10.1% | Added |
| Perkins Capital Management Inc | 11,825 | $1.36M | 1.19% | 00.0% | Unchanged |
| Lipe & Dalton | 11,822 | $1.36M | 0.78% | +10.0% | Added |
| Platform Technology Partners | 12,557 | $1.36M | 0.64% | +9+0.1% | Added |
| PDS Planning, Inc | 11,853 | $1.37M | 0.17% | +411+3.6% | Added |
| VeraBank, N.A. | 11,869 | $1.37M | 0.53% | −133−1.1% | Reduced |
| Stokes Family Office, LLC | 11,889 | $1.37M | 0.16% | +3,108+35.4% | Added |
| Hikari Tsushin, Inc. | 11,894 | $1.37M | 0.13% | 00.0% | Unchanged |
| Brave Asset Management Inc | 11,902 | $1.37M | 0.40% | 00.0% | Unchanged |
| Lantz Financial LLC | 11,983 | $1.38M | 0.54% | −279−2.3% | Reduced |
| Northstar Asset Management LLC | 11,998 | $1.38M | 0.38% | 00.0% | Unchanged |
| Field & Main Bank | 12,008 | $1.39M | 0.77% | −240−2.0% | Reduced |
| Sargent Investment Group, LLC | 12,018 | $1.39M | 0.34% | +590+5.2% | Added |