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
- 3,262
- +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
- 1,233 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 1,061 | $122.0K | 0.00% | +789+290.1% | Added |
| Capstone Investment Advisors, LLC | 1,059 | $122.2K | 0.00% | −5,369−83.5% | Reduced |
| Steward Financial Group LLC | 1,070 | $123.0K | 0.04% | −72−6.3% | Reduced |
| HBC Financial Services, PLLC | 1,185 | $125.0K | 0.09% | −1,173−49.7% | Reduced |
| Headlands Technologies LLC | 1,094 | $126.2K | 0.04% | +1,094 | New |
| Core Wealth Advisors, Inc. | 1,105 | $127.5K | 0.05% | +169+18.1% | Added |
| Toth Financial Advisory Corp | 1,109 | $128.0K | 0.02% | −25−2.2% | Reduced |
| LFA - Lugano Financial Advisors SA | 1,116 | $128.8K | 0.09% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,121 | $129.3K | 0.02% | +2+0.2% | Added |
| Intrepid Capital Management Inc | 1,133 | $130.7K | 0.09% | +1,133 | New |
| America First Investment Advisors, LLC | 1,149 | $132.6K | 0.04% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,183 | $136.5K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,191 | $137.4K | 0.00% | −3,700−75.6% | Reduced |
| Worth Asset Management, LLC | 1,192 | $137.5K | 0.10% | +192+19.2% | Added |
| Twin Lakes Capital Management, LLC | 1,198 | $138.3K | 0.10% | +2+0.2% | Added |
| Turim 21 Investimentos Ltda. | 1,200 | $138.5K | 0.07% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,200 | $138.5K | 0.13% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,207 | $139.3K | 0.02% | −12−1.0% | Reduced |
| Y.D. More Investments Ltd | 1,211 | $139.6K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,216 | $140.3K | 0.04% | +1,216 | New |
| Pacific Center for Financial Services | 1,226 | $141.5K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,248 | $144.0K | 0.04% | −22−1.7% | Reduced |
| C M Bidwell & Associates Ltd | 1,282 | $147.9K | 0.11% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,284 | $148.2K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,308 | $150.9K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,336 | $154.1K | 0.09% | −138−9.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,342 | $154.9K | 0.14% | −21−1.5% | Reduced |
| Kelly Financial Services LLC | 1,360 | $157.0K | 0.07% | +300+28.3% | Added |
| Cornerstone Planning Group LLC | 1,411 | $162.9K | 0.06% | +1,411 | New |
| CGC Financial Services, LLC | 1,500 | $173.1K | 0.11% | +1,500 | New |
| Hillsdale Investment Management Inc. | 1,507 | $173.9K | 0.02% | −900−37.4% | Reduced |
| GeoWealth Management, LLC | 1,519 | $176.0K | 0.02% | +30+2.0% | Added |
| Tyler-Stone Wealth Management | 1,538 | $177.0K | 0.10% | +1,538 | New |
| Nkcfo LLC | 1,545 | $178.0K | 0.08% | 00.0% | Unchanged |
| Lansing Street Advisors | 1,555 | $179.5K | 0.10% | +10+0.6% | Added |
| Financial Connections Group, Inc. | 1,568 | $180.0K | 0.12% | +1,080+221.3% | Added |
| Avion Wealth | 1,592 | $183.0K | 0.05% | +89+5.9% | Added |
| Financial Perspectives, Inc | 1,594 | $183.9K | 0.08% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,602 | $184.9K | 0.14% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,689 | $186.5K | 0.18% | −500−22.8% | Reduced |
| IAG Wealth Partners, LLC | 1,620 | $186.9K | 0.05% | 00.0% | Unchanged |
| Natixis Investment Managers International | 1,666 | $192.2K | 0.01% | −103−5.8% | Reduced |
| Lee Financial Co | 1,657 | $192.5K | 0.03% | −106−6.0% | Reduced |
| First Community Trust NA | 1,690 | $195.0K | 0.22% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 1,699 | $196.9K | 0.14% | +496+41.2% | Added |
| Unique Wealth, LLC | 1,734 | $200.1K | 0.09% | +1,734 | New |
| Allegiance Financial Group Advisory Services LLC | 1,740 | $200.7K | 0.12% | +1,740 | New |
| Horizon Bancorp Inc | 1,744 | $201.0K | 0.13% | +1,306+298.2% | Added |
| Royal Capital Wealth Management, LLC | 1,744 | $201.2K | 0.19% | +1,744 | New |
| Geometric Wealth Advisors | 1,877 | $201.5K | 0.06% | +77+4.3% | Added |
| Well Done, LLC | 1,749 | $201.8K | 0.04% | −525−23.1% | Reduced |
| Flossbach Von Storch AG | 1,750 | $201.9K | 0.00% | +1,750 | New |
| Ahl Investment Management, Inc. | 1,756 | $202.6K | 0.18% | +1,756 | New |
| Vista Capital Partners, Inc. | 1,758 | $202.9K | 0.03% | +1,758 | New |
| Beck Bode, LLC | 1,759 | $203.0K | 0.05% | +1,759 | New |
| Juncture Wealth Strategies, LLC | 1,761 | $203.2K | 0.10% | +1,761 | New |
| Alesco Advisors LLC | 1,762 | $203.3K | 0.01% | +1,762 | New |
| Wexford Capital LP | 1,766 | $203.8K | 0.04% | −34,101−95.1% | Reduced |
| NatWest Group plc | 1,767 | $203.9K | 0.11% | +1,767 | New |
| Revisor Wealth Management LLC | 1,767 | $203.9K | 0.18% | +1,767 | New |
| Collaborative Wealth Managment Inc. | 1,775 | $204.8K | 0.12% | +1,775 | New |
| Cherrydale Wealth Management, LLC | 1,778 | $205.1K | 0.14% | +1,778 | New |
| Global Strategic Investment Solutions, LLC | 1,779 | $205.2K | 0.03% | +1,779 | New |
| Waterloo Capital, L.P. | 1,779 | $205.3K | 0.06% | −203−10.2% | Reduced |
| Fortune Financial Advisors, LLC | 1,780 | $205.5K | 0.15% | +1,780 | New |
| Satovsky Asset Management LLC | 1,789 | $206.5K | 0.07% | +1,789 | New |
| Bryant Woods Investment Advisors, LLC | 1,796 | $207.3K | 0.15% | −121−6.3% | Reduced |
| Riversedge Advisors, LLC | 1,799 | $207.6K | 0.06% | +1,799 | New |
| Hohimer Wealth Management, LLC | 1,800 | $207.7K | 0.06% | −298−14.2% | Reduced |
| Bayesian Capital Management, LP | 1,800 | $207.7K | 0.02% | +1,800 | New |
| Sterling Financial Group, Inc. | 1,803 | $208.0K | 0.14% | +1,803 | New |
| Parkside Advisors LLC | 1,793 | $208.2K | 0.06% | +1,793 | New |
| TrueWealth Advisors, LLC | 1,810 | $208.8K | 0.09% | −212−10.5% | Reduced |
| Inspire Advisors, LLC | 1,819 | $209.9K | 0.04% | +1,819 | New |
| F/M Investments LLC | 1,820 | $210.0K | 0.15% | +1,820 | New |
| Prosperity Wealth Management, Inc. | 1,829 | $211.0K | 0.14% | +1,829 | New |
| Cassady Schiller Wealth Management, LLC | 1,830 | $211.2K | 0.11% | +161+9.6% | Added |
| McGuire Investment Group, LLC | 1,833 | $211.5K | 0.04% | +1,833 | New |
| Denver Wealth Management, Inc. | 1,833 | $211.5K | 0.15% | +1,833 | New |
| Mason & Associates Inc | 1,838 | $212.1K | 0.06% | +1,838 | New |
| Hills Bank & Trust Co | 1,840 | $212.3K | 0.03% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 1,841 | $212.4K | 0.20% | −2,089−53.2% | Reduced |
| Thompson Davis & Co., Inc. | 1,850 | $213.5K | 0.24% | +1,850 | New |
| Cranbrook Wealth Management, LLC | 1,851 | $213.6K | 0.06% | 00.0% | Unchanged |
| Scholtz & Company, LLC | 1,854 | $214.0K | 0.13% | +1,854 | New |
| Sterling Investment Management, Inc. | 1,856 | $214.2K | 0.17% | +1,856 | New |
| Vahanian & Associates Financial Planning Inc. | 1,859 | $214.5K | 0.68% | +1,859 | New |
| WorthPointe, LLC | 1,861 | $214.7K | 0.13% | +1,861 | New |
| James Hambro & Partners | 1,865 | $215.1K | 0.01% | +1,865 | New |
| First Long Island Investors, LLC | 1,865 | $215.2K | 0.02% | +1,865 | New |
| Northern Capital Management, Inc. | 1,865 | $215.2K | 0.16% | +1,865 | New |
| Seldon Capital LP | 1,873 | $216.1K | 0.23% | +1,873 | New |
| Abound Wealth Management | 1,881 | $217.0K | 0.09% | +176+10.3% | Added |
| Financial Advisory Corp | 1,887 | $218.0K | 0.10% | −20−1.0% | Reduced |
| Cascade Investment Advisors, Inc. | 1,893 | $218.4K | 0.16% | +47+2.5% | Added |
| Fortress Wealth Management, Inc. | 1,893 | $218.4K | 0.14% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 1,906 | $220.0K | 0.19% | −166−8.0% | Reduced |
| SFG Wealth Management, LLC. | 1,908 | $220.1K | 0.18% | +1,908 | New |
| Foster Victor Wealth Advisors, LLC | 1,936 | $220.2K | 0.02% | +1,936 | New |
| Ruggaard & Associates LLC | 1,915 | $221.0K | 0.13% | 00.0% | Unchanged |