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 |
|---|---|---|---|---|---|
| Werba Rubin Papier Wealth Management | 1,919 | $221.4K | 0.08% | +19+1.0% | Added |
| Curran Financial Partners, LLC | 1,921 | $221.7K | 0.10% | −1−0.1% | Reduced |
| Aletheian Wealth Advisors LLC | 1,930 | $222.7K | 0.15% | +1,930 | New |
| Canvas Wealth Advisors, LLC | 2,048 | $222.8K | 0.08% | −265−11.5% | Reduced |
| Childress Capital Advisors, LLC | 1,936 | $223.4K | 0.09% | −3,060−61.2% | Reduced |
| McMahon Financial Advisors, LLC | 1,937 | $223.5K | 0.07% | +1,937 | New |
| Cowa, LLC | 1,945 | $224.4K | 0.15% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 1,948 | $224.7K | 0.10% | −876−31.0% | Reduced |
| Sterling Financial Planning, Inc. | 1,957 | $225.8K | 0.11% | −43−2.2% | Reduced |
| Cabot Wealth Management Inc | 1,960 | $226.0K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,961 | $226.3K | 0.03% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,962 | $226.3K | 0.07% | +1+0.1% | Added |
| Modus Advisors, LLC | 1,971 | $227.4K | 0.10% | +47+2.4% | Added |
| Clarity Financial LLC | 1,972 | $227.5K | 0.03% | +1,972 | New |
| Kinloch Capital, LLC | 1,974 | $227.8K | 0.14% | −2,189−52.6% | Reduced |
| Front Barnett Associates LLC | 1,975 | $228.0K | 0.03% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,983 | $228.8K | 0.04% | +10+0.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,983 | $228.8K | 0.12% | −237−10.7% | Reduced |
| Tactive Advisors, LLC | 1,990 | $229.7K | 0.18% | +1,990 | New |
| Fortune 45 LLC | 1,971 | $229.9K | 0.23% | +76+4.0% | Added |
| Garrison Asset Management, LLC | 1,993 | $230.0K | 0.14% | −343−14.7% | Reduced |
| Baron Financial Group, LLC | 1,993 | $230.0K | 0.14% | −29−1.4% | Reduced |
| Echo45 Advisors LLC | 1,994 | $230.1K | 0.19% | −205−9.3% | Reduced |
| Continental Advisors LLC | 2,000 | $230.8K | 0.20% | −3,966−66.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 2,000 | $230.8K | 0.01% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,000 | $230.8K | 0.19% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,000 | $231.0K | 0.02% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,003 | $231.1K | 0.12% | +14+0.7% | Added |
| Lion Street Advisors, LLC | 2,625 | $231.1K | 0.08% | +98+3.9% | Added |
| McBroom & Associates, LLC | 2,005 | $231.4K | 0.18% | +2,005 | New |
| SL Advisors, LLC | 2,012 | $232.2K | 0.52% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 2,013 | $232.3K | 0.21% | −171−7.8% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,014 | $232.4K | 0.13% | +2,014 | New |
| Heritage Wealth Partners, LLC | 2,015 | $232.5K | 0.14% | +2,015 | New |
| Eclectic Associates Inc | 2,017 | $232.7K | 0.11% | −281−12.2% | Reduced |
| Aj Wealth Strategies, LLC | 2,023 | $233.5K | 0.01% | +2,023 | New |
| Aua Capital Management, LLC | 2,030 | $234.2K | 0.16% | −124−5.8% | Reduced |
| Threadgill Financial, LLC | 2,045 | $234.4K | 0.27% | +26+1.3% | Added |
| Sentinus, LLC | 2,035 | $234.8K | 0.07% | −214−9.5% | Reduced |
| Whitcomb & Hess, Inc. | 2,036 | $234.9K | 0.09% | +13+0.6% | Added |
| JMG Financial Group, Ltd. | 2,033 | $235.0K | 0.01% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 2,037 | $235.0K | 0.05% | −12−0.6% | Reduced |
| Cahill Financial Advisors Inc | 2,042 | $235.6K | 0.04% | +88+4.5% | Added |
| Valicenti Advisory Services Inc | 2,045 | $236.0K | 0.07% | −25−1.2% | Reduced |
| WestHill Financial Advisors, Inc. | 2,048 | $236.3K | 0.07% | −86−4.0% | Reduced |
| D.B. Root & Company, LLC | 2,049 | $236.4K | 0.09% | −537−20.8% | Reduced |
| Global Assets Advisory, LLC | 2,049 | $236.4K | 0.22% | −50−2.4% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 2,050 | $236.6K | 0.07% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 2,050 | $236.6K | 0.29% | +2,050 | New |
| Tamar Securities, LLC | 2,054 | $237.0K | 0.06% | +6+0.3% | Added |
| Arcadia Investment Management Corp | 2,055 | $237.1K | 0.05% | 00.0% | Unchanged |
| Iron Financial, LLC | 2,056 | $237.2K | 0.13% | −94−4.4% | Reduced |
| Strategic Investment Solutions, Inc. | 2,141 | $237.6K | 0.05% | −217−9.2% | Reduced |
| SMH Capital Advisors Inc | 2,061 | $238.0K | 0.52% | −27−1.3% | Reduced |
| Zimmermann Investment Management & Planning LLC | 2,063 | $238.1K | 0.11% | +2,063 | New |
| Lyell Wealth Management, LP | 2,065 | $238.3K | 0.03% | −2,172−51.3% | Reduced |
| Warwick Investment Management, Inc. | 2,070 | $238.9K | 0.09% | +17+0.8% | Added |
| Gould Asset Management LLC | 2,073 | $239.2K | 0.07% | −25−1.2% | Reduced |
| Aspire Capital Advisors LLC | 2,075 | $239.4K | 0.12% | +2,075 | New |
| Vantage Consulting Group Inc | 2,075 | $239.4K | 0.14% | −147−6.6% | Reduced |
| Syntax Advisors, LLC | 2,075 | $239.4K | 0.19% | −147−6.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 2,076 | $239.6K | 0.06% | −590−22.1% | Reduced |
| Granite FO LLC | 2,077 | $239.7K | 0.16% | −5,560−72.8% | Reduced |
| Bridgeworth, LLC | 2,085 | $240.6K | 0.03% | +196+10.4% | Added |
| Rocky Mountain Advisers, LLC | 2,267 | $241.2K | 0.13% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,091 | $241.3K | 0.15% | −237−10.2% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 2,107 | $243.1K | 0.13% | +2,107 | New |
| KFG Wealth Management, LLC | 2,110 | $243.5K | 0.14% | −9−0.4% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,119 | $244.5K | 0.11% | −100−4.5% | Reduced |
| Stony Point Wealth Management Inc. | 2,122 | $244.9K | 0.12% | +10.0% | Added |
| ICA Group Wealth Management, LLC | 2,126 | $245.3K | 0.06% | −10,221−82.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,284 | $245.4K | 0.18% | +112+5.2% | Added |
| Evolution Wealth Advisors, LLC | 2,129 | $245.7K | 0.05% | −33−1.5% | Reduced |
| First Wilshire Securities Management Inc | 2,131 | $246.0K | 0.08% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 2,132 | $246.0K | 0.07% | −54−2.5% | Reduced |
| One Day In July LLC | 2,132 | $246.0K | 0.04% | +128+6.4% | Added |
| Northwest Wealth Management, LLC | 2,138 | $246.7K | 0.09% | −21−1.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,140 | $246.9K | 0.09% | −1,809−45.8% | Reduced |
| Conservest Capital Advisors, Inc. | 2,141 | $247.0K | 0.03% | +2,141 | New |
| Gallacher Capital Management LLC | 2,146 | $247.6K | 0.14% | +2,146 | New |
| Stone Run Capital, LLC | 2,148 | $247.9K | 0.11% | 00.0% | Unchanged |
| Cutler Group LP | 2,152 | $248.0K | 0.06% | −870−28.8% | Reduced |
| Cohen & Steers, Inc. | 2,148 | $248.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2,152 | $248.0K | 0.21% | +491+29.6% | Added |
| Baker Boyer National Bank | 2,151 | $248.2K | 0.09% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 2,152 | $248.3K | 0.16% | +2,152 | New |
| Rock Point Advisors, LLC | 2,155 | $248.7K | 0.08% | +181+9.2% | Added |
| Engrave Wealth Partners LLC | 2,157 | $248.9K | 0.08% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,165 | $249.8K | 0.06% | +125+6.1% | Added |
| PRW Wealth Management LLC | 2,368 | $250.0K | 0.09% | +49+2.1% | Added |
| Cypress Wealth Services, LLC | 2,368 | $250.0K | 0.07% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 2,170 | $250.4K | 0.30% | −32−1.5% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,177 | $251.2K | 0.29% | −166−7.1% | Reduced |
| Lazari Capital Management, Inc. | 2,181 | $251.6K | 0.14% | +2,181 | New |
| Dorsey Wright & Associates | 2,180 | $252.0K | 0.08% | +2,180 | New |
| WR Wealth Planners, LLC | 2,190 | $252.7K | 0.10% | +815+59.3% | Added |
| Kennedy Investment Group | 2,197 | $253.5K | 0.15% | +35+1.6% | Added |
| NovaPoint Capital, LLC | 2,197 | $253.5K | 0.09% | +100+4.8% | Added |
| Security Financial Services, INC. | 2,198 | $253.6K | 0.07% | +2,198 | New |
| Planning Center, Inc. | 2,204 | $254.3K | 0.06% | +2,204 | New |