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 |
|---|---|---|---|---|---|
| AFS Financial Group, LLC | 16,278 | $1.88M | 1.22% | −1,090−6.3% | Reduced |
| First Dallas Securities Inc. | 16,310 | $1.88M | 1.05% | +661+4.2% | Added |
| Synergy Financial Management, LLC | 16,315 | $1.88M | 0.47% | +7,540+85.9% | Added |
| New England Research & Management, Inc. | 16,324 | $1.88M | 1.09% | −149−0.9% | Reduced |
| West Branch Capital LLC | 16,329 | $1.88M | 0.94% | −14−0.1% | Reduced |
| High Net Worth Advisory Group LLC | 16,366 | $1.89M | 0.73% | +848+5.5% | Added |
| Heartland Bank & Trust Co | 16,414 | $1.89M | 1.48% | −1,167−6.6% | Reduced |
| RMR Wealth Builders | 16,314 | $1.89M | 0.32% | +2,212+15.7% | Added |
| Fifth Third Wealth Advisors LLC | 16,424 | $1.90M | 1.22% | +8,984+120.8% | Added |
| Investors Research Corp | 16,483 | $1.90M | 0.48% | −1,114−6.3% | Reduced |
| Camarda Financial Advisors, LLC | 16,502 | $1.90M | 0.95% | +10.0% | Added |
| Alaethes Wealth LLC | 16,520 | $1.91M | 1.05% | −1,075−6.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 16,532 | $1.91M | 0.85% | +1,353+8.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 16,528 | $1.91M | 0.26% | +1,074+6.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 16,589 | $1.91M | 0.31% | −703−4.1% | Reduced |
| Eagle Strategies LLC | 16,602 | $1.92M | 0.47% | −543−3.2% | Reduced |
| Chase Investment Counsel Corp | 16,662 | $1.92M | 0.97% | +8,228+97.6% | Added |
| Thomas White International Ltd | 16,684 | $1.93M | 0.40% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 16,705 | $1.93M | 1.34% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 16,718 | $1.93M | 0.46% | +2,258+15.6% | Added |
| Old Point Trust & Financial Services N A | 16,731 | $1.93M | 0.80% | −315−1.8% | Reduced |
| Home Federal Bank of Tennessee | 16,735 | $1.93M | 0.68% | −197−1.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 16,741 | $1.93M | 0.96% | −10−0.1% | Reduced |
| Triangle Securities Wealth Management | 16,747 | $1.93M | 0.66% | −590−3.4% | Reduced |
| McDonald Partners LLC | 16,769 | $1.93M | 0.59% | −349−2.0% | Reduced |
| DeDora Capital, Inc. | 16,785 | $1.94M | 0.75% | −62−0.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,789 | $1.94M | 0.08% | −225−1.3% | Reduced |
| Chesapeake Wealth Management | 16,792 | $1.94M | 0.76% | +654+4.1% | Added |
| Peddock Capital Advisors, LLC | 16,794 | $1.94M | 0.64% | +1,286+8.3% | Added |
| Brasada Capital Management, LP | 16,798 | $1.94M | 0.43% | −213−1.3% | Reduced |
| Bernardo Wealth Planning LLC | 16,807 | $1.94M | 0.77% | −975−5.5% | Reduced |
| Leonteq Securities AG | 16,813 | $1.94M | 0.20% | −2,054−10.9% | Reduced |
| Exchange Bank | 16,830 | $1.94M | 1.88% | +16,830 | New |
| WMS Partners, LLC | 16,841 | $1.94M | 0.15% | −36−0.2% | Reduced |
| Martin & Co Inc | 16,867 | $1.95M | 0.49% | −762−4.3% | Reduced |
| Aspiriant, LLC | 16,885 | $1.95M | 0.10% | −95−0.6% | Reduced |
| Richwood Investment Advisors, LLC | 16,911 | $1.95M | 1.91% | +216+1.3% | Added |
| Argent Advisors, Inc. | 16,921 | $1.95M | 0.90% | −231−1.3% | Reduced |
| Meridian Financial, LLC | 17,002 | $1.96M | 1.77% | −1,177−6.5% | Reduced |
| Keeler Thomas Management LLC | 17,012 | $1.96M | 0.79% | −900−5.0% | Reduced |
| Chicago Partners Investment Group LLC | 18,616 | $1.97M | 0.10% | +2,982+19.1% | Added |
| Resources Management Corp | 17,079 | $1.97M | 0.31% | −27,347−61.6% | Reduced |
| Arkadios Wealth Advisors | 17,084 | $1.97M | 0.23% | +41+0.2% | Added |
| Zhang Financial LLC | 17,350 | $1.98M | 0.20% | +2,656+18.1% | Added |
| Global Trust Asset Management, LLC | 17,200 | $1.98M | 0.89% | −114−0.7% | Reduced |
| Evermay Wealth Management LLC | 17,117 | $1.99M | 0.38% | −440−2.5% | Reduced |
| PBMares Wealth Management LLC | 17,219 | $1.99M | 0.71% | −10.0% | Reduced |
| Probity Advisors, Inc. | 17,223 | $1.99M | 0.43% | +17,223 | New |
| Wealth Alliance | 17,298 | $2.00M | 0.30% | +1,168+7.2% | Added |
| Hunter Associates Investment Management LLC | 17,327 | $2.00M | 0.39% | −8,744−33.5% | Reduced |
| Live Oak Investment Partners | – | $2.01M | 1.68% | – | – |
| Acropolis Investment Management, LLC | 17,422 | $2.01M | 0.16% | −156−0.9% | Reduced |
| Wealthsource Partners, LLC | 17,433 | $2.01M | 0.13% | −3,264−15.8% | Reduced |
| Kathmere Capital Management, LLC | 17,462 | $2.01M | 0.31% | +1,494+9.4% | Added |
| Maven Securities LTD | 17,490 | $2.02M | 0.29% | +17,490 | New |
| Jupiter Wealth Management LLC | 17,500 | $2.02M | 1.73% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 17,500 | $2.02M | 0.74% | +3,500+25.0% | Added |
| Global Financial Private Client, LLC | 17,675 | $2.02M | 0.99% | −1,086−5.8% | Reduced |
| Patriot Investment Management Inc. | 17,554 | $2.03M | 0.17% | −745−4.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 17,585 | $2.03M | 1.34% | −295−1.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 17,632 | $2.03M | 0.72% | +399+2.3% | Added |
| Oakworth Capital, Inc. | 17,636 | $2.04M | 0.17% | +402+2.3% | Added |
| Smallwood Wealth Investment Management, LLC | 17,691 | $2.04M | 1.82% | −492−2.7% | Reduced |
| Wolverine Trading, LLC | 17,991 | $2.04M | 0.03% | +17,991 | New |
| Whalerock Point Partners, LLC | 17,747 | $2.05M | 0.69% | −36−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,755 | $2.05M | 0.08% | +1,008+6.0% | Added |
| Wealth Dimensions Group, Ltd. | 17,771 | $2.05M | 0.75% | +777+4.6% | Added |
| Proficio Capital Partners LLC | 17,774 | $2.05M | 0.28% | +257+1.5% | Added |
| Sentry Investment Management LLC | 17,785 | $2.05M | 0.78% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 17,795 | $2.05M | 0.65% | +136+0.8% | Added |
| True North Advisors, LLC | 17,799 | $2.05M | 0.58% | −1,693−8.7% | Reduced |
| Blue Edge Capital, LLC | 17,847 | $2.06M | 0.41% | 00.0% | Unchanged |
| Fundamentun, LLC | 17,847 | $2.06M | 0.32% | +1,868+11.7% | Added |
| Catalyst Financial Partners LLC | 17,854 | $2.06M | 0.73% | +1,741+10.8% | Added |
| Blodgett Wealth Advisors, LLC | 17,863 | $2.06M | 2.14% | 00.0% | Unchanged |
| Notis-McConarty Edward | 17,900 | $2.07M | 0.79% | −100−0.6% | Reduced |
| Vectors Research Management, LLC | 17,961 | $2.07M | 0.59% | −1,036−5.5% | Reduced |
| Insight Inv LLC | 17,969 | $2.07M | 2.13% | −110−0.6% | Reduced |
| Bowman & Co S.C. | 17,969 | $2.07M | 1.57% | +896+5.2% | Added |
| Apexium Financial, LP | 17,887 | $2.08M | 0.18% | +253+1.4% | Added |
| Paradigm Financial Partners, LLC | 17,994 | $2.08M | 0.56% | −4,163−18.8% | Reduced |
| Portside Wealth Group, LLC | 18,004 | $2.08M | 0.39% | +18,004 | New |
| Sentinel Trust Co Lba | 18,045 | $2.08M | 0.28% | 00.0% | Unchanged |
| Glassman Wealth Services | 18,045 | $2.08M | 0.34% | +7,924+78.3% | Added |
| Hedges Asset Management LLC | 18,050 | $2.08M | 1.76% | +750+4.3% | Added |
| Alliance Wealth Advisors, LLC | 18,121 | $2.09M | 1.49% | −294−1.6% | Reduced |
| Lebenthal Global Advisors, LLC | 18,170 | $2.10M | 0.61% | +1,250+7.4% | Added |
| Diligent Investors, LLC | 18,173 | $2.10M | 0.62% | −372−2.0% | Reduced |
| Windsor Capital Management, LLC | 18,206 | $2.10M | 0.70% | −241−1.3% | Reduced |
| Centric Wealth Management | 19,152 | $2.11M | 0.84% | +531+2.9% | Added |
| Sage Mountain Advisors LLC | 18,264 | $2.11M | 0.30% | +762+4.4% | Added |
| Hall Capital Management Co Inc | 18,279 | $2.11M | 1.19% | +4,064+28.6% | Added |
| Nwam LLC | 18,284 | $2.11M | 0.17% | +120+0.7% | Added |
| McMillion Capital Management Inc | 18,312 | $2.11M | 1.88% | −615−3.2% | Reduced |
| Spirit of America Management Corp | 18,350 | $2.12M | 0.48% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 18,363 | $2.12M | 0.34% | −1,300−6.6% | Reduced |
| Guardian Investment Management | 18,400 | $2.12M | 1.83% | −5,300−22.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 18,414 | $2.12M | 1.44% | −25−0.1% | Reduced |
| Wintrust Investments LLC | 18,415 | $2.13M | 0.21% | +18,415 | New |
| Eaton Financial Holdings Company, LLC | 18,476 | $2.13M | 1.61% | −100−0.5% | Reduced |