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 |
|---|---|---|---|---|---|
| Community Trust & Investment Co | 29,342 | $3.39M | 0.27% | +76+0.3% | Added |
| Chelsea Counsel Co | 29,221 | $3.39M | 1.67% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 29,425 | $3.40M | 0.35% | −25,720−46.6% | Reduced |
| BerganKDV Wealth Management, LLC | 29,451 | $3.40M | 0.34% | −854−2.8% | Reduced |
| Fairhaven Wealth Management, LLC | 29,509 | $3.40M | 1.30% | +29,509 | New |
| Windward Capital Management Co | 29,548 | $3.41M | 0.31% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 29,575 | $3.41M | 1.35% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 29,592 | $3.41M | 0.18% | +3,485+13.3% | Added |
| IMA Wealth, Inc. | 29,642 | $3.42M | 0.88% | −208−0.7% | Reduced |
| Wisconsin Capital Management LLC | 29,649 | $3.42M | 2.22% | −2,800−8.6% | Reduced |
| River Wealth Advisors LLC | 29,667 | $3.42M | 0.58% | +3,219+12.2% | Added |
| Essex Savings Bank | 29,723 | $3.43M | 1.14% | +354+1.2% | Added |
| Stonebridge Capital Management Inc | 29,747 | $3.43M | 1.60% | −650−2.1% | Reduced |
| Telemus Capital, LLC | 29,866 | $3.45M | 0.29% | +135+0.5% | Added |
| SFMG, LLC | 29,878 | $3.45M | 0.35% | −12,399−29.3% | Reduced |
| Welch Group, LLC | 30,045 | $3.47M | 0.20% | +255+0.9% | Added |
| Vickerman Investment Advisors, Inc. | 30,055 | $3.47M | 1.35% | −503−1.6% | Reduced |
| Red Cedar Investment Management, LLC | 30,112 | $3.47M | 0.53% | +7,367+32.4% | Added |
| Duncker Streett & Co Inc | 30,126 | $3.48M | 0.78% | −389−1.3% | Reduced |
| EagleClaw Capital Managment, LLC | 30,313 | $3.50M | 0.80% | −855−2.7% | Reduced |
| Silvant Capital Management LLC | 30,138 | $3.50M | 0.20% | −120.0% | Reduced |
| Costello Asset Management, INC | 30,396 | $3.51M | 3.00% | +213+0.7% | Added |
| Townsend & Associates, Inc | 32,683 | $3.51M | 0.90% | −2,300−6.6% | Reduced |
| CoreCap Advisors, LLC | 30,530 | $3.52M | 0.25% | +30,530 | New |
| Ascent Group, LLC | 33,163 | $3.53M | 0.39% | −10,182−23.5% | Reduced |
| Aries Wealth Management | 30,587 | $3.53M | 1.37% | −360−1.2% | Reduced |
| Accurate Wealth Management, LLC | 32,908 | $3.53M | 1.10% | +20,002+155.0% | Added |
| Cigna Investments Inc | 30,749 | $3.55M | 0.66% | +60.0% | Added |
| First City Capital Management, Inc. | 30,755 | $3.55M | 2.09% | −881−2.8% | Reduced |
| Essex LLC | 30,784 | $3.55M | 0.99% | −738−2.3% | Reduced |
| Silicon Valley Capital Partners | 30,839 | $3.56M | 0.66% | +3,646+13.4% | Added |
| Proequities, Inc. | 30,650 | $3.56M | 0.27% | +422+1.4% | Added |
| Main Street Financial Solutions, LLC | 30,850 | $3.56M | 0.48% | −220−0.7% | Reduced |
| Nicollet Investment Management, Inc. | 30,895 | $3.56M | 1.59% | −467−1.5% | Reduced |
| Asio Capital, LLC | 30,899 | $3.57M | 0.87% | +36+0.1% | Added |
| Pinkerton Retirement Specialists, LLC | 30,913 | $3.57M | 0.70% | −444−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 30,952 | $3.57M | 0.32% | +90.0% | Added |
| Quadrant Capital Group LLC | 31,126 | $3.59M | 0.36% | −384−1.2% | Reduced |
| BFSG, LLC | 31,163 | $3.60M | 0.61% | +2,059+7.1% | Added |
| Abbot Financial Management, Inc. | 31,271 | $3.61M | 2.32% | −959−3.0% | Reduced |
| Blue Fin Capital, Inc. | 31,285 | $3.61M | 1.03% | +20.0% | Added |
| Stokes Capital Advisors, LLC | 31,298 | $3.61M | 1.22% | −1,397−4.3% | Reduced |
| Arden Trust Co | 31,335 | $3.62M | 0.59% | −5,841−15.7% | Reduced |
| Owen LaRue, LLC | 31,675 | $3.62M | 3.81% | −356−1.1% | Reduced |
| Optimas Capital Ltd | 31,400 | $3.62M | 4.19% | +31,400 | New |
| 44 Wealth Management LLC | 31,608 | $3.65M | 1.24% | +429+1.4% | Added |
| Financial Partners Group, LLC | 31,657 | $3.65M | 1.84% | −278−0.9% | Reduced |
| Harbor Advisory Corp | 31,686 | $3.66M | 1.29% | −547−1.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $3.66M | 1.02% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 31,581 | $3.67M | 0.27% | +2,146+7.3% | Added |
| PFG Advisors | 31,793 | $3.67M | 0.28% | +4,401+16.1% | Added |
| Smithfield Trust Co | 31,815 | $3.67M | 0.22% | −198−0.6% | Reduced |
| Wilkinson Global Asset Management LLC | 31,825 | $3.67M | 0.28% | −300−0.9% | Reduced |
| Atlantic Trust, LLC | 32,124 | $3.69M | 1.18% | +1,662+5.5% | Added |
| Madison Asset Management, LLC | 31,988 | $3.69M | 0.05% | −1,098−3.3% | Reduced |
| Secure Asset Management, LLC | 32,186 | $3.71M | 1.13% | +689+2.2% | Added |
| Delta Financial Group, Inc. | 32,207 | $3.72M | 4.36% | −30.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 32,001 | $3.72M | 0.27% | −73−0.2% | Reduced |
| Iowa State Bank | 32,548 | $3.76M | 0.94% | −397−1.2% | Reduced |
| Benjamin Edwards Inc | 32,587 | $3.76M | 0.87% | −4,148−11.3% | Reduced |
| Sumitomo Life Insurance Co | 32,587 | $3.76M | 0.17% | −3,160−8.8% | Reduced |
| Prestige Wealth Management Group LLC | 32,418 | $3.76M | 0.89% | −6,087−15.8% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 32,662 | $3.77M | 3.22% | −2,000−5.8% | Reduced |
| Arvest Trust Co N A | 35,397 | $3.78M | 0.22% | +827+2.4% | Added |
| Means Investment Co., Inc. | 32,884 | $3.79M | 0.60% | −251−0.8% | Reduced |
| Alpha Omega Wealth Management LLC | 32,916 | $3.80M | 0.64% | −367−1.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 33,034 | $3.81M | 0.70% | +2,281+7.4% | Added |
| Deseret Mutual Benefit Administrators | 33,137 | $3.82M | 1.49% | −368−1.1% | Reduced |
| 3Chopt Investment Partners, LLC | 32,999 | $3.83M | 1.92% | −1,281−3.7% | Reduced |
| EverSource Wealth Advisors, LLC | 33,241 | $3.84M | 0.42% | +562+1.7% | Added |
| Brookfield Asset Management Inc. | 33,258 | $3.84M | 0.02% | −161,708−82.9% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 33,350 | $3.85M | 0.04% | −2,850−7.9% | Reduced |
| Pettyjohn, Wood & White, Inc | 33,574 | $3.87M | 0.91% | +215+0.6% | Added |
| DT Investment Partners, LLC | 36,860 | $3.88M | 0.44% | 00.0% | Unchanged |
| Marathon Capital Management | 33,634 | $3.88M | 0.96% | −850−2.5% | Reduced |
| Chiron Investment Management, LLC | 33,651 | $3.88M | 1.09% | +33,651 | New |
| Confluence Wealth Services, Inc. | 33,674 | $3.89M | 0.83% | −375−1.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 33,896 | $3.91M | 2.76% | +281+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 33,909 | $3.91M | 0.94% | −1,183−3.4% | Reduced |
| Searle & Co. | 36,690 | $3.91M | 1.21% | 00.0% | Unchanged |
| Romano Brothers and Company | 33,993 | $3.92M | 0.58% | −73−0.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $3.92M | 1.41% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 34,167 | $3.94M | 1.38% | −497−1.4% | Reduced |
| Keene & Associates, Inc. | 34,365 | $3.97M | 3.08% | −55−0.2% | Reduced |
| Pegasus Asset Management, Inc. | 34,367 | $3.97M | 1.77% | −542−1.6% | Reduced |
| Veriti Management LLC | 34,470 | $3.98M | 0.44% | +2,419+7.5% | Added |
| Graypoint LLC | 34,501 | $3.98M | 0.40% | −198−0.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 34,515 | $3.98M | 1.46% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 34,530 | $3.98M | 1.94% | −93−0.3% | Reduced |
| Altrius Capital Management Inc | 34,557 | $3.99M | 1.18% | +336+1.0% | Added |
| TCG Advisory Services, LLC | 34,590 | $3.99M | 0.68% | +696+2.1% | Added |
| Fred Alger Management, LLC | 34,657 | $4.00M | 0.02% | 00.0% | Unchanged |
| Lake Street Financial LLC | 34,718 | $4.01M | 0.70% | −487−1.4% | Reduced |
| Harbour Capital Advisors, LLC | 35,072 | $4.01M | 1.18% | −827−2.3% | Reduced |
| Stonegate Investment Group, LLC | 34,921 | $4.03M | 0.14% | −222−0.6% | Reduced |
| TSP Capital Management Group, LLC | 34,996 | $4.04M | 1.46% | −633−1.8% | Reduced |
| Opus Investment Management Inc | 35,000 | $4.04M | 1.45% | 00.0% | Unchanged |
| RFG Advisory, LLC | 35,115 | $4.05M | 0.18% | −1,242−3.4% | Reduced |
| Pettee Investors, Inc. | 35,158 | $4.06M | 1.84% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 35,192 | $4.06M | 2.80% | +4,189+13.5% | Added |