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 |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | 21,330 | $2.46M | 0.27% | +1,098+5.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 21,352 | $2.46M | 0.55% | +921+4.5% | Added |
| Lineweaver Wealth Advisors, LLC | 21,414 | $2.47M | 0.70% | −35−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 22,695 | $2.47M | 0.32% | −40,140−63.9% | Reduced |
| First Foundation Advisors | 21,449 | $2.47M | 0.11% | +50+0.2% | Added |
| Diamant Asset Management, Inc. | 21,540 | $2.49M | 1.90% | −160−0.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 21,574 | $2.49M | 0.53% | −6,636−23.5% | Reduced |
| Regents of the University of California | 21,600 | $2.49M | 0.31% | 00.0% | Unchanged |
| Chicago Capital, LLC | 21,607 | $2.49M | 0.11% | +285+1.3% | Added |
| Ascension Asset Management LLC | 21,649 | $2.50M | 1.53% | +21,649 | New |
| Webster Bank, N. A. | 21,666 | $2.50M | 0.32% | −1,839−7.8% | Reduced |
| Baker Chad R | 21,700 | $2.50M | 0.59% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 21,704 | $2.50M | 0.23% | +318+1.5% | Added |
| West Paces Advisors Inc. | 21,721 | $2.51M | 0.74% | −106−0.5% | Reduced |
| Massachusetts Wealth Management | 21,732 | $2.51M | 2.40% | +250+1.2% | Added |
| Van Cleef Asset Management,Inc | 21,755 | $2.51M | 0.39% | +205+1.0% | Added |
| BBR Partners, LLC | 21,791 | $2.51M | 0.28% | −255−1.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 21,808 | $2.52M | 0.84% | −2,595−10.6% | Reduced |
| Pitcairn Co | 21,830 | $2.52M | 0.21% | +190+0.9% | Added |
| Beaumont Financial Advisors, LLC | 21,875 | $2.52M | 0.23% | −112−0.5% | Reduced |
| Marcum Wealth, LLC | 21,876 | $2.52M | 0.30% | +1,229+6.0% | Added |
| Peoples Financial Services Corp. | 21,894 | $2.53M | 1.13% | −189−0.9% | Reduced |
| Pflug Koory, LLC | 21,913 | $2.53M | 1.29% | −178−0.8% | Reduced |
| Lavaca Capital LLC | 21,914 | $2.53M | 0.79% | −42,832−66.2% | Reduced |
| Pure Financial Advisors, Inc. | 21,930 | $2.53M | 0.11% | −58−0.3% | Reduced |
| Grimes & Company, Inc. | 21,946 | $2.53M | 0.09% | −246−1.1% | Reduced |
| Shufro Rose & Co LLC | 21,963 | $2.53M | 0.23% | +244+1.1% | Added |
| IFG Advisory, LLC | 21,969 | $2.54M | 0.22% | +1,244+6.0% | Added |
| Paradigm Asset Management Co LLC | 21,988 | $2.54M | 0.68% | −7,200−24.7% | Reduced |
| United Community Bank | 22,045 | $2.54M | 2.23% | +103+0.5% | Added |
| Brown Miller Wealth Management, LLC | 22,222 | $2.56M | 1.38% | +41+0.2% | Added |
| International Assets Investment Management, LLC | 22,280 | $2.57M | 0.35% | −1,135−4.8% | Reduced |
| Northcape Wealth Management, LLC | 22,418 | $2.59M | 0.93% | +3,964+21.5% | Added |
| Lindbrook Capital, LLC | 22,438 | $2.59M | 0.28% | −177−0.8% | Reduced |
| MMBG Investment Advisors Co. | 23,043 | $2.59M | 0.31% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 24,448 | $2.59M | 0.19% | −38−0.2% | Reduced |
| Marion Wealth Management | 22,497 | $2.60M | 0.92% | +381+1.7% | Added |
| Mount Yale Investment Advisors, LLC | 22,506 | $2.60M | 0.28% | −7,334−24.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 22,507 | $2.60M | 0.75% | −113−0.5% | Reduced |
| V-Square Quantitative Management LLC | 22,514 | $2.60M | 1.89% | +1,930+9.4% | Added |
| Hudson Valley Investment Advisors Inc | 22,524 | $2.60M | 0.35% | −1,983−8.1% | Reduced |
| SeaBridge Investment Advisors LLC | 22,527 | $2.60M | 0.85% | −247−1.1% | Reduced |
| Hikari Power Ltd | 22,710 | $2.62M | 0.25% | 00.0% | Unchanged |
| Bank of New Hampshire | 22,724 | $2.62M | 0.75% | +1,394+6.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 22,738 | $2.62M | 1.81% | −15−0.1% | Reduced |
| Advisors Management Group Inc | 22,774 | $2.63M | 0.78% | −265−1.2% | Reduced |
| Franklin Street Advisors Inc | 22,771 | $2.63M | 0.22% | +9,346+69.6% | Added |
| Sweeney & Michel, LLC | 24,760 | $2.63M | 1.36% | +697+2.9% | Added |
| First County Bank | 22,855 | $2.64M | 1.28% | −2,751−10.7% | Reduced |
| Long Run Wealth Advisors, LLC | 22,859 | $2.64M | 0.84% | +369+1.6% | Added |
| Puzo Michael J | 22,875 | $2.64M | 0.84% | −225−1.0% | Reduced |
| Somerville Kurt F | 22,878 | $2.64M | 0.50% | −150−0.7% | Reduced |
| Gifford Fong Associates | 22,900 | $2.64M | 0.62% | 00.0% | Unchanged |
| Baxter Bros Inc | 22,909 | $2.64M | 0.39% | −219−0.9% | Reduced |
| Malaga Cove Capital, LLC | 22,981 | $2.65M | 1.23% | −31−0.1% | Reduced |
| Allred Capital Management, LLC | 22,988 | $2.65M | 1.30% | −36−0.2% | Reduced |
| Valmark Advisers, Inc. | 23,013 | $2.66M | 0.05% | +151+0.7% | Added |
| Capital International Inc | 23,044 | $2.66M | 0.05% | +7,550+48.7% | Added |
| Glynn Capital Management LLC | 23,068 | $2.66M | 0.59% | 00.0% | Unchanged |
| Oak Associates, Ltd | 23,150 | $2.67M | 0.21% | −15−0.1% | Reduced |
| Bank Hapoalim BM | 23,355 | $2.69M | 0.38% | −150−0.6% | Reduced |
| Kovack Advisors, Inc. | 23,361 | $2.70M | 0.35% | +3,166+15.7% | Added |
| CNB Bank | 23,422 | $2.70M | 1.59% | −2,423−9.4% | Reduced |
| Sheets Smith Wealth Management | 23,448 | $2.71M | 0.40% | −529−2.2% | Reduced |
| 9258 Wealth Management, LLC | 23,449 | $2.71M | 0.51% | +15+0.1% | Added |
| Blue Chip Partners, Inc. | 23,476 | $2.71M | 0.31% | −299−1.3% | Reduced |
| Fairfield, Bush & Co. | 23,522 | $2.71M | 0.75% | +127+0.5% | Added |
| Convergence Investment Partners, LLC | 23,556 | $2.72M | 1.56% | −4,519−16.1% | Reduced |
| Princeton Capital Management LLC | 23,556 | $2.72M | 1.13% | +197+0.8% | Added |
| Ontario Teachers Pension Plan Board | 23,557 | $2.72M | 0.03% | −2,693−10.3% | Reduced |
| Aviance Capital Partners, LLC | 23,646 | $2.73M | 0.58% | −400−1.7% | Reduced |
| Leisure Capital Management | 23,678 | $2.73M | 1.51% | −1,047−4.2% | Reduced |
| Angeles Wealth Management, LLC | 23,688 | $2.73M | 0.37% | +337+1.4% | Added |
| Hamilton Wealth, LLC | 23,698 | $2.73M | 0.95% | +195+0.8% | Added |
| Valley National Advisers Inc | 23,698 | $2.74M | 0.46% | −1,214−4.9% | Reduced |
| Next Level Private LLC | 24,911 | $2.74M | 1.77% | +100+0.4% | Added |
| Schmidt P J Investment Management Inc | 25,613 | $2.75M | 0.55% | −534−2.0% | Reduced |
| BNC Wealth Management, LLC | 23,870 | $2.75M | 1.46% | +2,159+9.9% | Added |
| Larson Financial Group LLC | 23,874 | $2.75M | 0.28% | +102+0.4% | Added |
| New Potomac Partners, LLC | 23,888 | $2.76M | 1.82% | −357−1.5% | Reduced |
| Fiduciary Group LLC | 23,908 | $2.76M | 0.34% | −597−2.4% | Reduced |
| DAGCO, Inc. | 23,913 | $2.76M | 1.37% | +50.0% | Added |
| Little House Capital LLC | 23,915 | $2.76M | 1.17% | +907+3.9% | Added |
| Nilsine Partners, LLC | 23,982 | $2.77M | 0.41% | +331+1.4% | Added |
| Ellis Investment Partners, LLC | 24,110 | $2.78M | 0.68% | +598+2.5% | Added |
| Jeppson Wealth Management, LLC | 24,145 | $2.79M | 1.21% | −279−1.1% | Reduced |
| Sculati Wealth Management, LLC | 24,163 | $2.79M | 1.40% | −50.0% | Reduced |
| Hudock, Inc. | 24,221 | $2.79M | 0.66% | −14−0.1% | Reduced |
| Mach-1 Financial Group, Inc. | 24,222 | $2.79M | 1.12% | +23,813+5,822.2% | Added |
| Summit Trail Advisors, LLC | 24,086 | $2.80M | 0.11% | +6,407+36.2% | Added |
| AlphaCore Capital LLC | 24,182 | $2.81M | 0.45% | +9,649+66.4% | Added |
| Brendel Financial Advisors LLC | 24,405 | $2.82M | 4.24% | −196−0.8% | Reduced |
| Headinvest, LLC | 26,244 | $2.82M | 0.61% | −1,348−4.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 24,482 | $2.82M | 0.82% | +14,183+137.7% | Added |
| Affinity Investment Advisors, LLC | 24,488 | $2.83M | 1.64% | −6,073−19.9% | Reduced |
| Financial Advocates Investment Management | 24,500 | $2.83M | 0.21% | +967+4.1% | Added |
| Bank Pictet & Cie (Asia) Ltd | 24,517 | $2.83M | 0.83% | +11,230+84.5% | Added |
| Miracle Mile Advisors, LLC | 24,574 | $2.84M | 0.09% | −12,055−32.9% | Reduced |
| Mather Group, LLC. | 24,588 | $2.84M | 0.05% | −4,517−15.5% | Reduced |
| Green Square Capital Advisors LLC | 24,652 | $2.84M | 0.36% | +1,885+8.3% | Added |