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 |
|---|---|---|---|---|---|
| Gould Capital, LLC | 24,652 | $2.84M | 2.18% | −908−3.6% | Reduced |
| Buckhead Capital Management LLC | 24,692 | $2.85M | 0.68% | −50−0.2% | Reduced |
| SNS Financial Group, LLC | 24,635 | $2.86M | 0.37% | −5,545−18.4% | Reduced |
| Orca Investment Management, LLC | 24,826 | $2.86M | 3.12% | −303−1.2% | Reduced |
| Wellington Shields & Co., LLC | 25,116 | $2.90M | 0.68% | −1,750−6.5% | Reduced |
| Liberty One Investment Management, LLC | 25,126 | $2.90M | 0.38% | −462−1.8% | Reduced |
| StoneX Group Inc. | 25,052 | $2.91M | 0.30% | −3,701−12.9% | Reduced |
| Key Financial Inc | 25,382 | $2.93M | 0.97% | −86−0.3% | Reduced |
| High Note Wealth, LLC | 25,410 | $2.93M | 1.19% | −1,894−6.9% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 25,420 | $2.93M | 2.56% | −49−0.2% | Reduced |
| Second Half Financial Partners, LLC | 25,459 | $2.94M | 0.67% | +25,459 | New |
| West Michigan Advisors, LLC | 25,465 | $2.94M | 1.17% | +3,796+17.5% | Added |
| Riverview Trust Co | 25,480 | $2.94M | 2.66% | −1,786−6.6% | Reduced |
| Edentree Asset Management Ltd | 25,500 | $2.94M | 1.01% | +25,500 | New |
| Lakeview Capital Partners, LLC | 25,539 | $2.95M | 0.55% | +6,916+37.1% | Added |
| Wedmont Private Capital | 27,557 | $2.96M | 0.32% | +4,008+17.0% | Added |
| Curbstone Financial Management Corp | 25,636 | $2.96M | 0.71% | −950−3.6% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,658 | $2.96M | 0.08% | −1,809−6.6% | Reduced |
| Cypress Capital, LLC | 25,733 | $2.97M | 0.85% | +298+1.2% | Added |
| Werlinich Asset Management, LLC | 25,765 | $2.97M | 2.39% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 25,849 | $2.98M | 0.43% | +2,248+9.5% | Added |
| Qtron Investments LLC | 25,888 | $2.99M | 0.57% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 25,967 | $3.00M | 1.27% | −125−0.5% | Reduced |
| Drexel Morgan & Co. | 26,123 | $3.01M | 0.78% | 00.0% | Unchanged |
| Patten Group, Inc. | 26,214 | $3.02M | 0.86% | 00.0% | Unchanged |
| Tevis Investment Management | 26,240 | $3.03M | 2.96% | −456−1.7% | Reduced |
| NTV Asset Management LLC | 26,247 | $3.03M | 0.53% | +70.0% | Added |
| Palisade Asset Management, LLC | 26,322 | $3.04M | 0.35% | +610+2.4% | Added |
| Empire Financial Management Company, LLC | 26,352 | $3.04M | 1.21% | −185−0.7% | Reduced |
| Advisory Resource Group | 26,409 | $3.05M | 0.83% | −279−1.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 26,437 | $3.05M | 1.05% | −475−1.8% | Reduced |
| Mechanics Bank Trust Department | 26,461 | $3.05M | 0.49% | −589−2.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 26,530 | $3.06M | 0.98% | +26,530 | New |
| 180 Wealth Advisors, LLC | 26,806 | $3.06M | 0.67% | −4,224−13.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 26,591 | $3.07M | 1.32% | −970−3.5% | Reduced |
| LGT Fund Management Co Ltd. | 26,600 | $3.07M | 1.41% | +20,000+303.0% | Added |
| Jmac Enterprises LLC | 26,601 | $3.07M | 0.76% | +1,489+5.9% | Added |
| Horizon Kinetics Asset Management LLC | 26,663 | $3.08M | 0.07% | −499−1.8% | Reduced |
| Thoroughbred Financial Services, LLC | 26,681 | $3.08M | 0.40% | +865+3.4% | Added |
| Independent Solutions Wealth Management, LLC | 26,753 | $3.09M | 0.83% | +1,363+5.4% | Added |
| Jaffetilchin Investment Partners, LLC | 26,780 | $3.09M | 0.33% | −394−1.4% | Reduced |
| TBH Global Asset Management, LLC | 26,818 | $3.09M | 0.61% | −120.0% | Reduced |
| Keystone Financial Group | 26,844 | $3.10M | 0.53% | +26,844 | New |
| Stone Point Wealth LLC | 26,910 | $3.11M | 1.29% | +8,196+43.8% | Added |
| Transamerica Financial Advisors, Inc. | 26,946 | $3.11M | 0.40% | −210−0.8% | Reduced |
| Commerzbank Aktiengesellschaft | 26,967 | $3.11M | 0.15% | +3,483+14.8% | Added |
| Mission Wealth Management, LP | 27,171 | $3.14M | 0.12% | +547+2.1% | Added |
| Rehmann Capital Advisory Group | 27,210 | $3.14M | 0.28% | −122−0.4% | Reduced |
| Watchman Group, Inc. | 27,214 | $3.14M | 1.56% | +1,995+7.9% | Added |
| Legacy Capital Group California, Inc. | 27,218 | $3.14M | 1.29% | +235+0.9% | Added |
| Stolper Co | 27,305 | $3.15M | 1.33% | −397−1.4% | Reduced |
| Harbor Investment Advisory, LLC | 27,358 | $3.16M | 0.44% | +341+1.3% | Added |
| Cubic Asset Management, LLC | 27,385 | $3.16M | 0.85% | −125−0.5% | Reduced |
| Allegheny Financial Group LTD | 27,415 | $3.16M | 1.50% | −2,452−8.2% | Reduced |
| Kensington Investment Counsel, LLC | 27,441 | $3.17M | 2.01% | +3,369+14.0% | Added |
| Western Wealth Management, LLC | 27,465 | $3.17M | 0.27% | +755+2.8% | Added |
| Northstar Group, Inc. | 27,482 | $3.17M | 0.74% | +150+0.5% | Added |
| Graphene Investments SAS | 27,500 | $3.17M | 2.09% | −2,500−8.3% | Reduced |
| Archer Investment Corp | 27,589 | $3.18M | 1.13% | −764−2.7% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 27,640 | $3.19M | 0.22% | 00.0% | Unchanged |
| HBK Investments L P | 27,712 | $3.20M | 0.10% | +27,712 | New |
| Duff & Phelps Investment Management Co | 27,792 | $3.21M | 0.04% | +415+1.5% | Added |
| Clarius Group, LLC | 27,808 | $3.21M | 0.25% | +1,832+7.1% | Added |
| Alpha DNA Investment Management LLC | 27,858 | $3.21M | 1.82% | +15,753+130.1% | Added |
| Liontrust Investment Partners LLP | 27,872 | $3.22M | 0.05% | −3,680−11.7% | Reduced |
| Brighton Jones LLC | 27,904 | $3.22M | 0.16% | +628+2.3% | Added |
| Advisor OS, LLC | 27,904 | $3.22M | 0.53% | +4,059+17.0% | Added |
| Phoenix Wealth Advisors | 28,095 | $3.24M | 1.89% | +12,910+85.0% | Added |
| Pensionfund Sabic | 28,100 | $3.24M | 1.09% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 28,134 | $3.25M | 0.36% | −419−1.5% | Reduced |
| Financial Advisory Service, Inc. | 28,138 | $3.25M | 0.41% | +1,973+7.5% | Added |
| RNC Capital Management LLC | 28,146 | $3.25M | 0.18% | +19,669+232.0% | Added |
| BigSur Wealth Management LLC | 28,133 | $3.27M | 1.56% | −2,270−7.5% | Reduced |
| Mayflower Financial Advisors, LLC | 28,397 | $3.28M | 0.42% | −474−1.6% | Reduced |
| Hartford Financial Management Inc. | 28,425 | $3.28M | 0.81% | −2,646−8.5% | Reduced |
| Strengthening Families & Communities, LLC | 28,498 | $3.29M | 1.43% | +3,001+11.8% | Added |
| Laidlaw Wealth Management LLC | 28,497 | $3.29M | 0.64% | +444+1.6% | Added |
| Geneos Wealth Management Inc. | 28,543 | $3.29M | 0.17% | −39,458−58.0% | Reduced |
| Capital Investment Advisory Services, LLC | 28,552 | $3.29M | 0.33% | +332+1.2% | Added |
| AIMZ Investment Advisors, LLC | 28,559 | $3.30M | 1.42% | −164−0.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 31,224 | $3.30M | 1.74% | −782−2.4% | Reduced |
| Shoker Investment Counsel, Inc. | 28,610 | $3.30M | 1.38% | −207−0.7% | Reduced |
| BDO Wealth Advisors, LLC | 28,658 | $3.31M | 0.38% | +4,663+19.4% | Added |
| Nordwand Advisors, LLC | 28,720 | $3.31M | 0.57% | +27,799+3,018.3% | Added |
| Patton Fund Management, Inc. | 28,905 | $3.34M | 0.97% | +13,497+87.6% | Added |
| Inscription Capital, LLC | 28,967 | $3.34M | 1.04% | −768−2.6% | Reduced |
| Callahan Advisors, LLC | 28,996 | $3.35M | 0.41% | −328−1.1% | Reduced |
| Golden State Equity Partners | 29,033 | $3.35M | 0.94% | +6,538+29.1% | Added |
| Csenge Advisory Group | 29,044 | $3.35M | 0.22% | +725+2.6% | Added |
| First PREMIER Bank | 29,061 | $3.35M | 0.96% | −66−0.2% | Reduced |
| Johnson Financial Group, Inc. | 29,008 | $3.35M | 0.23% | +1,256+4.5% | Added |
| Berkeley, Inc | 29,087 | $3.36M | 2.26% | +75+0.3% | Added |
| Trust Asset Management LLC | 29,128 | $3.36M | 0.35% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 29,155 | $3.36M | 1.11% | −3,176−9.8% | Reduced |
| Legacy Private Trust Co. | 29,173 | $3.37M | 0.28% | −2,220−7.1% | Reduced |
| Forum Financial Management, LP | 29,175 | $3.37M | 0.08% | +1,477+5.3% | Added |
| Axxcess Wealth Management, LLC | 29,211 | $3.37M | 0.24% | −1,723−5.6% | Reduced |
| Centre Asset Management, LLC | 29,275 | $3.38M | 0.75% | +953+3.4% | Added |
| Harvey Investment Co LLC | 29,288 | $3.38M | 0.44% | +34+0.1% | Added |
| Independent Financial Group, LLC | 29,334 | $3.38M | 0.23% | +2,830+10.7% | Added |