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
- 3,261
- +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
- 1,232 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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 12,023 | $1.39M | 0.37% | +5,901+96.4% | Added |
| AXS Investments LLC | 12,066 | $1.39M | 0.37% | −411−3.3% | Reduced |
| Knuff & Co LLC | 12,070 | $1.39M | 0.52% | −100−0.8% | Reduced |
| JFS Wealth Advisors, LLC | 12,090 | $1.40M | 0.13% | −390−3.1% | Reduced |
| Tanglewood Legacy Advisors, LLC | 12,123 | $1.40M | 0.81% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 12,128 | $1.40M | 0.65% | +70+0.6% | Added |
| Bremer Bank National Association | 12,157 | $1.40M | 0.27% | −172−1.4% | Reduced |
| Carl P. Sherr & Co., LLC | 12,166 | $1.40M | 0.92% | +42+0.3% | Added |
| Widmann Financial Services, Inc. | 12,183 | $1.41M | 1.34% | +106+0.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 12,185 | $1.41M | 0.27% | −274−2.2% | Reduced |
| Avidian Wealth Solutions, LLC | 12,193 | $1.41M | 0.09% | −11,462−48.5% | Reduced |
| Principal Street Partners, LLC | 12,213 | $1.41M | 0.34% | −200−1.6% | Reduced |
| Gilman Hill Asset Management, LLC | 12,264 | $1.42M | 0.26% | +120+1.0% | Added |
| Old North State Wealth Management, LLC | 12,265 | $1.42M | 1.24% | −12,369−50.2% | Reduced |
| Linker Capital Management Inc. | 12,279 | $1.42M | 1.49% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 12,279 | $1.42M | 0.73% | −1,603−11.5% | Reduced |
| Colton Groome Financial Advisors, LLC | 12,290 | $1.42M | 0.66% | +3,850+45.6% | Added |
| Physicians Financial Services, Inc. | 12,295 | $1.42M | 0.56% | +100+0.8% | Added |
| Hunter Perkins Capital Management, LLC | 28,695 | $1.42M | 0.30% | +12,270+74.7% | Added |
| SPC Financial, Inc. | 12,319 | $1.42M | 0.15% | +1,187+10.7% | Added |
| Oxbow Advisors, LLC | 12,328 | $1.42M | 0.22% | +2,225+22.0% | Added |
| First National Corp | 12,347 | $1.42M | 0.34% | −348−2.7% | Reduced |
| Wolff Financial Management LLC | 12,380 | $1.43M | 1.24% | +10.0% | Added |
| City State Bank | 12,378 | $1.43M | 0.77% | +246+2.0% | Added |
| Resource Consulting Group Inc | 12,384 | $1.43M | 0.28% | +12,384 | New |
| Beacon Financial Advisory LLC | 12,413 | $1.43M | 0.82% | +411+3.4% | Added |
| Keudell/Morrison Wealth Management | 12,424 | $1.43M | 0.41% | −226−1.8% | Reduced |
| Kiley Juergens Wealth Management, LLC | 12,434 | $1.43M | 0.49% | −510−3.9% | Reduced |
| Richard P Slaughter Associates Inc | 12,441 | $1.44M | 0.41% | +12,441 | New |
| Wealth Management Associates, Inc. | 12,494 | $1.44M | 0.82% | −284−2.2% | Reduced |
| Centennial Bank | 12,505 | $1.44M | 0.97% | −1,450−10.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,749 | $1.44M | 0.64% | −166−1.2% | Reduced |
| Summit Wealth Partners, LLC | 12,532 | $1.45M | 0.36% | +10.0% | Added |
| ProVise Management Group, LLC | 12,537 | $1.45M | 0.13% | +1,196+10.5% | Added |
| LVM Capital Management Ltd | 12,546 | $1.45M | 0.19% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 12,548 | $1.45M | 0.20% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 12,552 | $1.45M | 1.02% | −841−6.3% | Reduced |
| Cape Ann Savings Bank | 12,554 | $1.45M | 0.96% | +1,463+13.2% | Added |
| Navalign, LLC | 12,577 | $1.45M | 0.58% | −204−1.6% | Reduced |
| North Star Asset Management Inc | 12,583 | $1.45M | 0.08% | −175−1.4% | Reduced |
| Eqis Capital Management, Inc. | 12,626 | $1.46M | 0.16% | −4,416−25.9% | Reduced |
| Concord Asset Management, LLC | 12,630 | $1.46M | 0.51% | +2,848+29.1% | Added |
| Souders Financial Advisors | 12,632 | $1.46M | 0.28% | +4,147+48.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 12,675 | $1.46M | 0.88% | −440−3.4% | Reduced |
| KLCM Advisors, Inc. | 12,695 | $1.46M | 0.29% | +279+2.2% | Added |
| FOCUS Wealth Advisors, LLC | 12,718 | $1.47M | 0.99% | +12,718 | New |
| Hardman Johnston Global Advisors LLC | 12,750 | $1.47M | 0.05% | 00.0% | Unchanged |
| World Equity Group, Inc. | 12,765 | $1.47M | 0.43% | +12,765 | New |
| First Interstate Bank | 12,775 | $1.47M | 0.12% | −224−1.7% | Reduced |
| Telos Capital Management, Inc. | 12,789 | $1.48M | 0.20% | +2,662+26.3% | Added |
| Glen Eagle Advisors, LLC | 12,875 | $1.49M | 0.34% | −1,669−11.5% | Reduced |
| Visionary Wealth Advisors | 12,897 | $1.49M | 0.12% | −158−1.2% | Reduced |
| Saxon Interests, Inc. | 12,903 | $1.49M | 0.80% | −369−2.8% | Reduced |
| Barry Investment Advisors, LLC | 12,907 | $1.50M | 0.51% | −601−4.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,000 | $1.50M | 0.62% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 13,028 | $1.50M | 0.36% | +1,004+8.3% | Added |
| Corundum Group, Inc. | 13,056 | $1.51M | 0.75% | −4,748−26.7% | Reduced |
| Caxton Associates LP | 13,061 | $1.51M | 0.22% | +9,630+280.7% | Added |
| Rainsberger Wealth Advisors, Inc. | 13,089 | $1.51M | 0.91% | −235−1.8% | Reduced |
| Farmers National Bank | 13,101 | $1.51M | 0.52% | −700−5.1% | Reduced |
| Independence Bank of Kentucky | 13,102 | $1.51M | 0.61% | −145−1.1% | Reduced |
| Doheny Asset Management | 13,112 | $1.51M | 1.30% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 13,116 | $1.51M | 0.10% | +10,064+329.8% | Added |
| Monument Capital Management | 13,117 | $1.51M | 0.48% | +303+2.4% | Added |
| IMS Capital Management | 13,125 | $1.51M | 0.84% | −193−1.4% | Reduced |
| Claro Advisors LLC | 13,126 | $1.51M | 0.38% | +441+3.5% | Added |
| BSW Wealth Partners | 13,130 | $1.52M | 0.32% | −401−3.0% | Reduced |
| Pinnacle Holdings, LLC | 13,143 | $1.52M | 0.68% | −9−0.1% | Reduced |
| David Loasby | 13,589 | $1.52M | 0.17% | +412+3.1% | Added |
| Park Place Capital Corp | 13,166 | $1.52M | 0.43% | −441−3.2% | Reduced |
| MidWestOne Financial Group, Inc. | 13,193 | $1.52M | 0.33% | +963+7.9% | Added |
| MB, Levis & Associates, LLC | 13,334 | $1.54M | 0.99% | +39+0.3% | Added |
| Tilt Investment Management Holdings, PBC | 13,251 | $1.54M | 1.02% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 13,424 | $1.55M | 0.78% | +340+2.6% | Added |
| CWA Asset Management Group, LLC | 13,426 | $1.55M | 0.11% | +684+5.4% | Added |
| Pinnacle Wealth Management, LLC | 13,444 | $1.55M | 1.57% | +13,444 | New |
| Bristol John W & Co Inc | 13,500 | $1.56M | 0.03% | −10,334−43.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 13,523 | $1.56M | 0.64% | −1,832−11.9% | Reduced |
| Charles Schwab Trust Co | 14,169 | $1.56M | 0.19% | +60.0% | Added |
| InterOcean Capital Group, LLC | 13,584 | $1.57M | 0.05% | +753+5.9% | Added |
| Boxwood Ventures, Inc. | 13,563 | $1.57M | 2.99% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 13,656 | $1.58M | 1.04% | +409+3.1% | Added |
| MTM Investment Management, LLC | 13,657 | $1.58M | 0.77% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 13,669 | $1.58M | 0.13% | +946+7.4% | Added |
| Ashburton (Jersey) Ltd | 13,696 | $1.58M | 0.77% | −3,701−21.3% | Reduced |
| Greenwood Capital Associates LLC | 13,711 | $1.58M | 0.22% | −597−4.2% | Reduced |
| Breakwater Capital Group | 13,723 | $1.58M | 0.58% | −50−0.4% | Reduced |
| Teamwork Financial Advisors, LLC | 13,729 | $1.58M | 0.26% | −325−2.3% | Reduced |
| Doliver Advisors, LP | 13,741 | $1.59M | 0.48% | −85−0.6% | Reduced |
| BCS Wealth Management | 13,748 | $1.59M | 1.16% | +2,362+20.7% | Added |
| Stiles Financial Services Inc | 13,761 | $1.59M | 0.79% | +1,282+10.3% | Added |
| Legacy Advisors, LLC | 13,774 | $1.59M | 0.24% | +2,869+26.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 13,780 | $1.59M | 0.36% | +287+2.1% | Added |
| Cape Cod Five Cents Savings Bank | 13,779 | $1.59M | 0.17% | −563−3.9% | Reduced |
| St. Louis Trust Co | 13,788 | $1.59M | 0.29% | 00.0% | Unchanged |
| Colonial Trust Co | 13,860 | $1.60M | 0.38% | −275−1.9% | Reduced |
| Regal Investment Advisors LLC | 13,905 | $1.60M | 0.13% | +937+7.2% | Added |
| Pine Haven Investment Counsel, Inc | 13,907 | $1.60M | 1.60% | +105+0.8% | Added |
| KCS Wealth Advisory | 13,974 | $1.61M | 0.56% | +314+2.3% | Added |
| M. Kraus & Co | 13,984 | $1.61M | 0.54% | −310−2.2% | Reduced |