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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 18,493 | $2.13M | 1.10% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 18,412 | $2.14M | 0.32% | +295+1.6% | Added |
| Parcion Private Wealth LLC | 18,577 | $2.14M | 0.22% | +1,586+9.3% | Added |
| Montecito Bank & Trust | 18,642 | $2.15M | 0.49% | −779−4.0% | Reduced |
| Dudley Capital Management, LLC | 18,657 | $2.15M | 1.45% | +1,277+7.3% | Added |
| Howe & Rusling Inc | 18,662 | $2.15M | 0.24% | +363+2.0% | Added |
| Pacific Global Investment Management CO | 18,671 | $2.15M | 0.44% | −1,023−5.2% | Reduced |
| Beacon Financial Group | 18,998 | $2.16M | 0.29% | −349−1.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,706 | $2.16M | 0.52% | +1,785+10.5% | Added |
| Gillespie Robinson & Grimm Inc | 18,756 | $2.16M | 0.20% | −244−1.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 18,696 | $2.17M | 0.63% | −137−0.7% | Reduced |
| Wealthquest Corp | 18,835 | $2.17M | 0.26% | −3,091−14.1% | Reduced |
| Coho Partners, Ltd. | 18,897 | $2.18M | 0.04% | 00.0% | Unchanged |
| Geller Advisors LLC | 18,811 | $2.18M | 0.27% | +11,650+162.7% | Added |
| Enterprise Financial Services Corp | 18,982 | $2.19M | 1.39% | −220−1.1% | Reduced |
| Insight Wealth Strategies, LLC | 18,990 | $2.19M | 0.42% | −436−2.2% | Reduced |
| Capital International Sarl | 19,003 | $2.19M | 0.10% | −775−3.9% | Reduced |
| Virtue Capital Management, LLC | 19,307 | $2.20M | 0.37% | +1,434+8.0% | Added |
| Southern Capital Advisors, LLC | 19,061 | $2.20M | 1.68% | −1,243−6.1% | Reduced |
| WBH Advisory Inc | 19,065 | $2.20M | 0.26% | −738−3.7% | Reduced |
| Insigneo Advisory Services, LLC | 19,021 | $2.21M | 0.42% | +6,479+51.7% | Added |
| Vise Technologies, Inc. | 19,143 | $2.21M | 0.53% | −2,066−9.7% | Reduced |
| Kendall Capital Management | 19,145 | $2.21M | 0.97% | +460+2.5% | Added |
| Mountain Capital Investment Advisors, Inc | 20,309 | $2.21M | 0.83% | −6,209−23.4% | Reduced |
| Princeton Global Asset Management LLC | 19,155 | $2.21M | 0.65% | −16,040−45.6% | Reduced |
| Sweet Financial Partners, LLC | 19,163 | $2.21M | 0.58% | +3,037+18.8% | Added |
| Altfest L J & Co Inc | 19,208 | $2.22M | 0.33% | −424−2.2% | Reduced |
| First Citizens Bank & Trust Co | 19,207 | $2.22M | 0.04% | −862−4.3% | Reduced |
| Bristlecone Advisors, LLC | 19,227 | $2.22M | 0.22% | +174+0.9% | Added |
| Adell Harriman & Carpenter Inc | 19,424 | $2.22M | 0.23% | +3,350+20.8% | Added |
| Founders Financial Alliance, LLC | 19,279 | $2.22M | 0.88% | +3,589+22.9% | Added |
| TrimTabs Asset Management, LLC | 19,304 | $2.23M | 1.12% | +4,815+33.2% | Added |
| Horizon Investment Services, LLC | 19,367 | $2.23M | 1.36% | −238−1.2% | Reduced |
| CFM Wealth Partners LLC | 19,387 | $2.24M | 0.54% | −168−0.9% | Reduced |
| Calamos Wealth Management LLC | 19,388 | $2.24M | 0.16% | +286+1.5% | Added |
| Mystic Asset Management, Inc. | 19,393 | $2.24M | 1.20% | −444−2.2% | Reduced |
| Cordatus Wealth Management LLC | 19,443 | $2.24M | 0.84% | +16,537+569.1% | Added |
| Harbour Investments, Inc. | 19,451 | $2.24M | 0.11% | −1,295−6.2% | Reduced |
| Prudent Man Advisors, LLC | 19,456 | $2.25M | 0.84% | −387−2.0% | Reduced |
| LMG Wealth Partners, LLC | 19,471 | $2.25M | 0.69% | +513+2.7% | Added |
| Brown, Lisle/Cummings, Inc. | 19,495 | $2.25M | 1.01% | +2,895+17.4% | Added |
| Beaton Management Co. Inc. | 19,510 | $2.25M | 1.42% | 00.0% | Unchanged |
| apricus wealth, LLC | 21,374 | $2.26M | 1.98% | −200−0.9% | Reduced |
| CX Institutional | 19,600 | $2.26M | 0.12% | +610+3.2% | Added |
| Cornerstone Wealth Management, LLC | 19,615 | $2.26M | 0.20% | −105−0.5% | Reduced |
| CFS Investment Advisory Services, LLC | 19,655 | $2.27M | 0.29% | +307+1.6% | Added |
| Legacy Financial Advisors, Inc. | 19,661 | $2.27M | 0.42% | +1,442+7.9% | Added |
| Fidelis Capital Partners, LLC | 19,667 | $2.27M | 0.83% | +1,325+7.2% | Added |
| Stableford Capital II LLC | 21,692 | $2.29M | 1.01% | +21,692 | New |
| West Oak Capital, LLC | 19,878 | $2.29M | 1.11% | −70−0.4% | Reduced |
| Capstone Triton Financial Group, LLC | 19,885 | $2.29M | 1.58% | +102+0.5% | Added |
| Peak Asset Management, LLC | 19,893 | $2.30M | 0.53% | +94+0.5% | Added |
| Financial Sense Advisors, Inc. | 19,894 | $2.30M | 1.05% | −1,648−7.7% | Reduced |
| Cito Capital Group, LLC | 19,856 | $2.30M | 1.05% | 00.0% | Unchanged |
| Ti-Trust, Inc | 19,987 | $2.31M | 2.12% | −40−0.2% | Reduced |
| Meitav Dash Investments Ltd | 20,012 | $2.31M | 0.02% | +9,579+91.8% | Added |
| V Wealth Advisors LLC | 20,003 | $2.31M | 0.39% | −340−1.7% | Reduced |
| Hemenway Trust Co LLC | 20,081 | $2.32M | 0.23% | −940−4.5% | Reduced |
| WESPAC Advisors, LLC | 20,090 | $2.32M | 1.86% | −553−2.7% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.32M | 1.89% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 20,132 | $2.32M | 1.21% | −1,302−6.1% | Reduced |
| Westwood Holdings Group Inc. | 20,172 | $2.33M | 0.02% | −686−3.3% | Reduced |
| Insight Advisors, LLC | 20,181 | $2.33M | 0.52% | +45+0.2% | Added |
| Smith, Moore & Co. | 20,185 | $2.33M | 0.30% | +874+4.5% | Added |
| Family Capital Trust Co | 20,232 | $2.33M | 0.81% | 00.0% | Unchanged |
| Plancorp, LLC | 20,246 | $2.34M | 0.13% | +102+0.5% | Added |
| Grace & White Inc | 20,267 | $2.34M | 0.43% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 20,301 | $2.34M | 2.06% | −12−0.1% | Reduced |
| SageView Advisory Group, LLC | 20,319 | $2.34M | 0.13% | +900+4.6% | Added |
| Wallace Capital Management Inc. | 20,339 | $2.35M | 0.36% | −316−1.5% | Reduced |
| American National Bank | 20,347 | $2.35M | 0.40% | +6,841+50.7% | Added |
| Sawyer & Company, Inc | 20,346 | $2.35M | 1.07% | −1,675−7.6% | Reduced |
| Alliance Wealth Advisors, LLC | 20,463 | $2.36M | 0.88% | −6,313−23.6% | Reduced |
| LCNB Corp | 20,563 | $2.37M | 1.01% | −300−1.4% | Reduced |
| AlphaStar Capital Management, LLC | 20,598 | $2.38M | 0.27% | −266−1.3% | Reduced |
| Copperwynd Financial, LLC | 20,657 | $2.38M | 1.11% | −299−1.4% | Reduced |
| Boyd Watterson Asset Management LLC | 20,678 | $2.39M | 0.95% | −245−1.2% | Reduced |
| Forte Capital LLC | 20,711 | $2.39M | 0.34% | −122−0.6% | Reduced |
| IVC Wealth Advisors LLC | 20,718 | $2.39M | 1.51% | −62−0.3% | Reduced |
| HCR Wealth Advisors | 20,765 | $2.40M | 0.44% | −93−0.4% | Reduced |
| Roberts Wealth Advisors, LLC | 20,816 | $2.40M | 1.06% | +105+0.5% | Added |
| Thrive Wealth Management, LLC | 20,826 | $2.40M | 0.62% | +909+4.6% | Added |
| Wulff, Hansen & Co. | 20,828 | $2.40M | 2.69% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 20,840 | $2.40M | 0.20% | +3,695+21.6% | Added |
| Sippican Capital Advisors | 20,933 | $2.42M | 2.23% | −603−2.8% | Reduced |
| Penobscot Investment Management Company, Inc. | 20,953 | $2.42M | 0.40% | +264+1.3% | Added |
| Cyndeo Wealth Partners, LLC | 20,985 | $2.42M | 0.25% | +1,759+9.1% | Added |
| Capital Asset Advisory Services LLC | 22,572 | $2.42M | 0.17% | +894+4.1% | Added |
| SWS Partners | 20,902 | $2.42M | 0.87% | −1,157−5.2% | Reduced |
| Bridge Creek Capital Management LLC | 21,013 | $2.42M | 0.87% | −332−1.6% | Reduced |
| Concord Wealth Partners | 21,107 | $2.44M | 0.52% | +8,068+61.9% | Added |
| Atomi Financial Group, Inc. | 21,109 | $2.44M | 1.11% | +398+1.9% | Added |
| Aull & Monroe Investment Management Corp | 21,146 | $2.44M | 1.23% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 21,156 | $2.44M | 0.64% | +4,029+23.5% | Added |
| Procyon Private Wealth Partners, LLC | 21,170 | $2.44M | 0.31% | +8,554+67.8% | Added |
| Silverlake Wealth Management LLC | 21,177 | $2.44M | 1.36% | −480−2.2% | Reduced |
| Fruth Investment Management | 21,278 | $2.46M | 0.70% | −50−0.2% | Reduced |
| Joel Isaacson & Co., LLC | 21,290 | $2.46M | 0.16% | +844+4.1% | Added |
| TCWP LLC | 21,293 | $2.46M | 0.52% | +64+0.3% | Added |
| Humankind Investments LLC | 21,306 | $2.46M | 0.96% | +3,792+21.7% | Added |