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 |
|---|---|---|---|---|---|
| Great Lakes Retirement, Inc. | 14,026 | $1.62M | 0.29% | +115+0.8% | Added |
| BCJ Capital Management, LLC | 14,029 | $1.62M | 0.14% | −6,803−32.7% | Reduced |
| Eudaimonia Advisors LLC | 14,115 | $1.63M | 1.09% | −94−0.7% | Reduced |
| Madison Wealth Management | 14,152 | $1.63M | 0.33% | +436+3.2% | Added |
| Gilbert & Cook, Inc. | 14,163 | $1.63M | 0.26% | +600+4.4% | Added |
| Bull Street Advisors, LLC | 14,190 | $1.64M | 0.84% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 14,098 | $1.64M | 0.06% | −99,768−87.6% | Reduced |
| Center for Financial Planning, Inc. | 14,233 | $1.64M | 0.34% | +154+1.1% | Added |
| Pictet Bank & Trust Ltd | 14,246 | $1.64M | 1.34% | −251−1.7% | Reduced |
| Founders Financial Securities LLC | 14,278 | $1.65M | 0.22% | +263+1.9% | Added |
| DFPG Investments, LLC | 15,577 | $1.65M | 0.15% | +1,815+13.2% | Added |
| Alan B. Lancz & Associates, Inc. | 14,334 | $1.65M | 1.77% | −100−0.7% | Reduced |
| C2C Wealth Management, LLC | 15,663 | $1.65M | 0.22% | −91−0.6% | Reduced |
| Raleigh Capital Management Inc. | 14,355 | $1.66M | 0.83% | −291−2.0% | Reduced |
| Register Financial Advisors LLC | 14,358 | $1.66M | 1.18% | −601−4.0% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 14,422 | $1.66M | 1.67% | −3,404−19.1% | Reduced |
| Donoghue Forlines LLC | 14,432 | $1.67M | 0.52% | −5,916−29.1% | Reduced |
| Matrix Trust Co | 14,467 | $1.67M | 0.43% | +694+5.0% | Added |
| Lindenwold Advisors | 14,468 | $1.67M | 1.02% | −2,324−13.8% | Reduced |
| Maple Capital Management, Inc. | 14,479 | $1.67M | 0.18% | −507−3.4% | Reduced |
| Eley Financial Management, Inc | 14,501 | $1.67M | 0.81% | −77−0.5% | Reduced |
| Centaurus Financial, Inc. | 14,504 | $1.67M | 0.15% | −5,510−27.5% | Reduced |
| Janney Capital Management LLC | 14,512 | $1.68M | 0.12% | −103−0.7% | Reduced |
| CRA Financial Services, LLC | 14,531 | $1.68M | 0.45% | −1,325−8.4% | Reduced |
| Zions Bancorporation, N.A. | 14,537 | $1.68M | 0.14% | +313+2.2% | Added |
| Davidson Capital Management Inc. | 14,571 | $1.68M | 0.84% | +142+1.0% | Added |
| McAdam, LLC | 14,616 | $1.69M | 0.14% | +5,167+54.7% | Added |
| Am Investment Strategies LLC | 14,641 | $1.69M | 0.53% | +1,503+11.4% | Added |
| Soltis Investment Advisors LLC | 14,755 | $1.70M | 0.20% | +5,313+56.3% | Added |
| ACR Alpine Capital Research, LLC | 14,767 | $1.70M | 0.06% | +40.0% | Added |
| Ronald Blue Trust, Inc. | 16,062 | $1.71M | 0.03% | −2,525−13.6% | Reduced |
| Continuum Advisory, LLC | 14,811 | $1.71M | 0.27% | −16,924−53.3% | Reduced |
| Eudaimonia Partners, LLC | 14,826 | $1.71M | 0.39% | +616+4.3% | Added |
| Naviter Wealth, LLC | 14,760 | $1.71M | 0.44% | +1,814+14.0% | Added |
| Slagle Financial, LLC | 14,854 | $1.71M | 1.07% | +14,854 | New |
| Crescent Grove Advisors, LLC | 14,781 | $1.72M | 0.18% | −2,272−13.3% | Reduced |
| Salvus Wealth Management, LLC | 14,891 | $1.72M | 1.32% | +230+1.6% | Added |
| MCF Advisors LLC | 14,870 | $1.72M | 0.16% | +222+1.5% | Added |
| Plante Moran Financial Advisors, LLC | 14,939 | $1.72M | 0.20% | −24−0.2% | Reduced |
| Loudon Investment Management, LLC | 14,957 | $1.73M | 1.14% | −2,110−12.4% | Reduced |
| Delta Asset Management LLC | 14,975 | $1.73M | 0.17% | −25−0.2% | Reduced |
| Shore Point Advisors, LLC | 15,041 | $1.74M | 1.24% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 15,043 | $1.74M | 0.37% | −40.0% | Reduced |
| Portland Global Advisors LLC | 15,097 | $1.74M | 0.29% | −61−0.4% | Reduced |
| Compton Wealth Advisory Group, LLC | 15,114 | $1.74M | 0.58% | −329−2.1% | Reduced |
| Coastal Investment Advisors, Inc. | 15,139 | $1.75M | 0.38% | −215−1.4% | Reduced |
| Ascent Wealth Partners, LLC | 15,146 | $1.75M | 0.31% | +748+5.2% | Added |
| Bensler, LLC | 15,150 | $1.75M | 0.33% | +472+3.2% | Added |
| Magnolia Capital Advisors LLC | 15,172 | $1.75M | 0.88% | −2,310−13.2% | Reduced |
| Sunflower Bank, N.A. | 15,189 | $1.75M | 0.41% | −41−0.3% | Reduced |
| Grove Bank & Trust | 15,196 | $1.75M | 0.35% | +40.0% | Added |
| Wealth Architects, LLC | 15,246 | $1.76M | 0.29% | −260−1.7% | Reduced |
| Wimmer Associates 1, LLC | 15,332 | $1.77M | 1.06% | 00.0% | Unchanged |
| E&G Advisors, LP | 15,373 | $1.77M | 0.62% | −200−1.3% | Reduced |
| Columbia Trust Co 01012016 | 15,406 | $1.78M | 1.00% | −67−0.4% | Reduced |
| Ellevest, Inc. | 15,422 | $1.78M | 0.13% | −247−1.6% | Reduced |
| Bridgewater Advisors Inc. | 15,428 | $1.78M | 0.36% | −62−0.4% | Reduced |
| VisionPoint Advisory Group, LLC | 15,432 | $1.78M | 0.73% | −9,154−37.2% | Reduced |
| Sutton Wealth Advisors Inc. | 15,450 | $1.78M | 0.86% | −149−1.0% | Reduced |
| DMG Group, LLC | 15,457 | $1.78M | 1.78% | +588+4.0% | Added |
| Financial Architects, Inc | 15,475 | $1.79M | 0.27% | −184−1.2% | Reduced |
| Atlas Brown,Inc. | 15,486 | $1.79M | 0.79% | +60.0% | Added |
| Connolly Sarah T. | 15,500 | $1.79M | 1.08% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 15,500 | $1.79M | 1.41% | +15,500 | New |
| Moloney Securities Asset Management, LLC | 15,536 | $1.79M | 0.32% | −843−5.1% | Reduced |
| PFG Investments, LLC | 15,538 | $1.79M | 0.32% | +2,287+17.3% | Added |
| Levy Wealth Management Group, LLC | 15,557 | $1.80M | 0.53% | +9+0.1% | Added |
| Private Management Group Inc | 15,557 | $1.80M | 0.08% | +29+0.2% | Added |
| Pacitti Group Inc. | 15,488 | $1.80M | 1.26% | −295−1.9% | Reduced |
| Washington Capital Management Inc | 15,558 | $1.80M | 1.53% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 15,680 | $1.81M | 0.15% | +42+0.3% | Added |
| Hoey Investments, Inc | 15,723 | $1.81M | 0.60% | −230−1.4% | Reduced |
| Strategic Advisors LLC | 15,724 | $1.81M | 0.35% | −54−0.3% | Reduced |
| Bigelow Investment Advisors, LLC | 15,754 | $1.82M | 0.99% | +95+0.6% | Added |
| City Holding Co | 15,800 | $1.82M | 0.31% | +251+1.6% | Added |
| West Family Investments, Inc. | 15,821 | $1.83M | 0.71% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 15,851 | $1.83M | 0.40% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 15,890 | $1.83M | 0.46% | −5,816−26.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 15,916 | $1.84M | 1.82% | −3,811−19.3% | Reduced |
| Marshall Financial Group LLC | 15,958 | $1.84M | 0.63% | −253−1.6% | Reduced |
| IAM Advisory, LLC | 15,968 | $1.84M | 0.63% | +682+4.5% | Added |
| Columbus Macro, LLC | 16,263 | $1.85M | 0.73% | −1,182−6.8% | Reduced |
| Emfo, LLC | 16,034 | $1.85M | 1.68% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 16,350 | $1.86M | 0.94% | +1,700+11.6% | Added |
| Hendershot Investments Inc. | 16,099 | $1.86M | 0.30% | −89−0.5% | Reduced |
| Icon Advisers Inc | 16,100 | $1.86M | 0.47% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 16,103 | $1.86M | 0.54% | +12+0.1% | Added |
| Northwest Capital Management Inc | 16,109 | $1.86M | 0.78% | +16+0.1% | Added |
| St. Johns Investment Management Company, LLC | 16,109 | $1.86M | 1.01% | −527−3.2% | Reduced |
| Wealth Effects LLC | 16,126 | $1.86M | 0.82% | −146−0.9% | Reduced |
| Berkeley Capital Partners, LLC | 16,134 | $1.86M | 0.66% | +1,475+10.1% | Added |
| Veracity Capital LLC | 16,139 | $1.86M | 0.79% | +11,247+229.9% | Added |
| Harfst & Associates, Inc. | 16,171 | $1.87M | 0.50% | +11,524+248.0% | Added |
| Wolf Group Capital Advisors | 16,832 | $1.87M | 0.93% | +16,832 | New |
| Gables Capital Management Inc. | 16,198 | $1.87M | 1.22% | +135+0.8% | Added |
| Sunbelt Securities, Inc. | 16,201 | $1.87M | 0.27% | +327+2.1% | Added |
| Auxano Advisors, LLC | 17,593 | $1.87M | 0.75% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 16,223 | $1.87M | 2.08% | +385+2.4% | Added |
| Borer Denton & Associates, Inc. | 16,232 | $1.87M | 0.74% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 16,236 | $1.87M | 0.20% | −29,359−64.4% | Reduced |