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 |
|---|---|---|---|---|---|
| B & T Capital Management DBA Alpha Capital Management | 36,612 | $4.06M | 1.02% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 35,342 | $4.08M | 3.38% | −225−0.6% | Reduced |
| Trustmark National Bank Trust Department | 35,386 | $4.08M | 0.38% | −9,286−20.8% | Reduced |
| Atlas Private Wealth Advisors | 35,458 | $4.09M | 0.83% | +15,044+73.7% | Added |
| Washington Trust Co | 35,554 | $4.10M | 0.17% | −681−1.9% | Reduced |
| Chilton Capital Management LLC | 35,665 | $4.12M | 0.23% | +1,112+3.2% | Added |
| Strategic Wealth Partners, Ltd. | 35,771 | $4.13M | 0.53% | +61+0.2% | Added |
| Signature Wealth Management Group | 35,907 | $4.14M | 1.93% | −1,032−2.8% | Reduced |
| Cox Capital Mgt LLC | 35,947 | $4.15M | 3.06% | −1,242−3.3% | Reduced |
| St Germain D J Co Inc | 35,994 | $4.15M | 0.22% | +35,994 | New |
| South State Corp. | 36,050 | $4.16M | 0.37% | +693+2.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 36,082 | $4.16M | 3.08% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 36,094 | $4.17M | 1.08% | −703−1.9% | Reduced |
| Family Legacy, Inc. | 36,143 | $4.17M | 1.68% | −29−0.1% | Reduced |
| Marino, Stram & Associates LLC | 36,238 | $4.18M | 1.18% | −283−0.8% | Reduced |
| DF Dent & Co Inc | 36,332 | $4.19M | 0.06% | −8,050−18.1% | Reduced |
| Allen Investment Management LLC | 36,338 | $4.19M | 0.06% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 36,362 | $4.20M | 1.28% | +1,513+4.3% | Added |
| Global Retirement Partners, LLC | 36,365 | $4.20M | 0.20% | −984−2.6% | Reduced |
| NEIRG Wealth Management, LLC | 36,420 | $4.20M | 0.77% | −5,521−13.2% | Reduced |
| Holderness Investments Co | 36,484 | $4.21M | 1.56% | +1,368+3.9% | Added |
| Morse Asset Management, Inc | 36,540 | $4.22M | 1.28% | +11,210+44.3% | Added |
| Cornerstone Wealth Group, LLC | 36,543 | $4.22M | 0.76% | +32,863+893.0% | Added |
| Moreno Evelyn V | 36,682 | $4.23M | 0.90% | −350−0.9% | Reduced |
| Wahed Invest LLC | 36,684 | $4.23M | 1.49% | +4,245+13.1% | Added |
| Intrust Bank NA | 36,771 | $4.24M | 0.51% | +125+0.3% | Added |
| Leelyn Smith, LLC | 36,974 | $4.27M | 1.03% | −296−0.8% | Reduced |
| Beech Hill Advisors, Inc. | 37,076 | $4.28M | 2.08% | −75−0.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 37,248 | $4.30M | 2.10% | +8,775+30.8% | Added |
| Essex Financial Services, Inc. | 37,279 | $4.30M | 0.49% | −1,204−3.1% | Reduced |
| GSB Wealth Management, LLC | 37,282 | $4.30M | 1.40% | +1,524+4.3% | Added |
| Huber Capital Management LLC | 37,370 | $4.31M | 1.04% | +3,000+8.7% | Added |
| GQG Partners LLC | 37,580 | $4.34M | 0.01% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 38,250 | $4.35M | 2.80% | +38,250 | New |
| McGinn Investment Management, Inc. | 37,726 | $4.35M | 3.14% | +373+1.0% | Added |
| Shepherd Financial Partners LLC | 37,825 | $4.36M | 0.68% | +365+1.0% | Added |
| Schnieders Capital Management LLC | 37,911 | $4.37M | 0.91% | +91+0.2% | Added |
| Lifeworks Advisors, LLC | 38,128 | $4.40M | 1.87% | +4,180+12.3% | Added |
| Tower Research Capital LLC (TRC) | 38,182 | $4.41M | 0.15% | −41,758−52.2% | Reduced |
| Legacy CG, LLC | 38,314 | $4.42M | 2.17% | +1,581+4.3% | Added |
| Red Spruce Capital, LLC | 38,385 | $4.43M | 2.39% | −13,875−26.5% | Reduced |
| Butensky & Cohen Financial Security, Inc | 38,393 | $4.43M | 1.59% | −2,335−5.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 38,398 | $4.43M | 1.46% | +2,327+6.5% | Added |
| Hancock Whitney Corp | 38,545 | $4.45M | 0.17% | +1,800+4.9% | Added |
| Horan Capital Advisors, LLC. | 38,656 | $4.46M | 1.74% | +85+0.2% | Added |
| Uncommon Cents Investing LLC | 38,663 | $4.46M | 1.58% | −350−0.9% | Reduced |
| Cobblestone Capital Advisors LLC | 38,692 | $4.46M | 0.32% | −988−2.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 38,905 | $4.46M | 0.11% | −17,791−31.4% | Reduced |
| First Hawaiian Bank | 38,777 | $4.47M | 0.15% | +21,242+121.1% | Added |
| Arete Wealth Advisors, LLC | 39,057 | $4.51M | 0.40% | −4,206−9.7% | Reduced |
| KMG Fiduciary Partners, LLC | 39,069 | $4.51M | 0.58% | −2,939−7.0% | Reduced |
| Keel Point, LLC | 39,165 | $4.52M | 0.60% | −2,216−5.4% | Reduced |
| First National Bank & Trust Co of Newtown | 39,195 | $4.52M | 0.97% | −101−0.3% | Reduced |
| Ziegler Capital Management, LLC | 39,286 | $4.53M | 0.17% | −620−1.6% | Reduced |
| Foundations Investment Advisors, LLC | 39,469 | $4.55M | 0.15% | +2,483+6.7% | Added |
| Consolidated Planning Corp | 39,472 | $4.55M | 0.96% | +2,387+6.4% | Added |
| Waldron Private Wealth LLC | 39,302 | $4.56M | 0.23% | −893−2.2% | Reduced |
| AdvisorNet Financial, Inc | 39,582 | $4.57M | 0.39% | −1,023−2.5% | Reduced |
| Petredis Investment Advisors LLC | 39,636 | $4.57M | 0.63% | +20+0.1% | Added |
| White Pine Capital LLC | 39,642 | $4.57M | 1.71% | −776−1.9% | Reduced |
| Change Path, LLC | 39,931 | $4.61M | 0.21% | +464+1.2% | Added |
| RBA Wealth Management, LLC | 39,998 | $4.62M | 2.15% | +340+0.9% | Added |
| Capital Planning Advisors, LLC | 40,005 | $4.62M | 0.94% | −670−1.6% | Reduced |
| Flagship Harbor Advisors, LLC | 40,033 | $4.62M | 0.38% | −305−0.8% | Reduced |
| Texas Yale Capital Corp. | 40,108 | $4.63M | 0.22% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 40,180 | $4.64M | 2.32% | +695+1.8% | Added |
| Westover Capital Advisors, LLC | 40,356 | $4.66M | 1.62% | −47−0.1% | Reduced |
| Hilltop Holdings Inc. | 40,377 | $4.66M | 0.58% | −1,937−4.6% | Reduced |
| Meeder Advisory Services, Inc. | 40,453 | $4.67M | 0.50% | +2,061+5.4% | Added |
| J.P. Marvel Investment Advisors, LLC | 40,510 | $4.67M | 0.98% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 40,580 | $4.68M | 0.62% | −520−1.3% | Reduced |
| TNF LLC | 40,595 | $4.68M | 2.04% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 40,615 | $4.69M | 0.72% | +24,851+157.6% | Added |
| Birmingham Capital Management Co Inc | 40,830 | $4.71M | 1.97% | −8,493−17.2% | Reduced |
| Meritage Portfolio Management | 40,851 | $4.71M | 0.33% | +1,526+3.9% | Added |
| Bray Capital Advisors | 40,914 | $4.72M | 1.42% | −1,461−3.4% | Reduced |
| Whitener Capital Management, Inc. | 40,966 | $4.73M | 1.81% | +21+0.1% | Added |
| SlateStone Wealth, LLC | 41,120 | $4.75M | 0.89% | −970−2.3% | Reduced |
| TFC Financial Management | 41,197 | $4.75M | 1.17% | +64+0.2% | Added |
| Spinnaker Trust | 41,264 | $4.76M | 0.35% | −590−1.4% | Reduced |
| Conning Inc. | 41,291 | $4.76M | 0.16% | −141−0.3% | Reduced |
| Allworth Financial LP | 41,360 | $4.77M | 0.04% | −55−0.1% | Reduced |
| Cypress Asset Management Inc | 41,044 | $4.79M | 1.54% | +143+0.3% | Added |
| Beddow Capital Management Inc | 41,707 | $4.81M | 2.45% | −610−1.4% | Reduced |
| Chesapeake Asset Management LLC | 41,880 | $4.83M | 4.36% | −2,794−6.3% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 41,955 | $4.84M | 0.99% | −1,145−2.7% | Reduced |
| Wealthspire Advisors, LLC | 41,997 | $4.85M | 0.08% | +2,601+6.6% | Added |
| Perfromance Wealth Partners, LLC | 42,661 | $4.85M | 0.22% | +5,660+15.3% | Added |
| Albion Financial Group | 42,043 | $4.85M | 0.42% | +403+1.0% | Added |
| Dynamic Advisor Solutions LLC | 42,084 | $4.86M | 0.25% | −4,082−8.8% | Reduced |
| Monte Financial Group, LLC | 42,161 | $4.86M | 2.37% | −2,905−6.4% | Reduced |
| Chatham Capital Group, Inc. | 42,205 | $4.87M | 1.02% | +185+0.4% | Added |
| Catalyst Capital Advisors LLC | 42,250 | $4.88M | 0.14% | −2,300−5.2% | Reduced |
| First Financial Bank - Trust Division | 42,262 | $4.88M | 0.51% | −934−2.2% | Reduced |
| Hudson Value Partners, LLC | 42,344 | $4.88M | 2.50% | +1,248+3.0% | Added |
| Dean Investment Associates, LLC | 42,570 | $4.91M | 0.80% | +440+1.0% | Added |
| Harbor Capital Advisors, Inc. | 42,791 | $4.94M | 0.99% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 42,876 | $4.95M | 0.61% | +3,500+8.9% | Added |
| J.W. Cole Advisors, Inc. | 42,925 | $4.95M | 0.35% | −2,888−6.3% | Reduced |
| RSM US Wealth Management LLC | 42,875 | $4.98M | 0.17% | −792−1.8% | Reduced |