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 |
|---|---|---|---|---|---|
| Covestor Ltd | 2,205 | $255.0K | 0.19% | −333−13.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,250 | $255.0K | 0.02% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 2,207 | $255.0K | 0.24% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,214 | $255.5K | 0.01% | −1,007−31.3% | Reduced |
| Waypoint Capital Advisors, LLC | 2,233 | $257.7K | 0.08% | +67+3.1% | Added |
| Legacy Financial Group, Inc. | 2,242 | $258.7K | 0.13% | +129+6.1% | Added |
| Alpha Financial Advisors, LLC | 2,244 | $258.9K | 0.16% | −282−11.2% | Reduced |
| CIC Wealth, LLC | 2,254 | $260.1K | 0.09% | −100−4.2% | Reduced |
| Lifestyle Asset Management, Inc. | 2,259 | $260.7K | 0.16% | −10,591−82.4% | Reduced |
| Peninsula Wealth, LLC | 2,266 | $261.5K | 0.07% | +175+8.4% | Added |
| D. Scott Neal, Inc. | 2,270 | $261.9K | 0.20% | −27−1.2% | Reduced |
| CKW Financial Group | 2,271 | $262.0K | 0.04% | +2,271 | New |
| Avaii Wealth Management, LLC | 2,280 | $263.1K | 0.20% | −98−4.1% | Reduced |
| Leading Edge Financial Planning LLC | 2,282 | $263.3K | 0.17% | +251+12.4% | Added |
| Members Capital Advisors Inc | 2,283 | $263.4K | 0.27% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 2,286 | $263.8K | 0.34% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,290 | $264.2K | 0.01% | −55−2.3% | Reduced |
| Planning Directions Inc | 2,296 | $265.0K | 0.19% | +160+7.5% | Added |
| Capital Insight Partners, LLC | 2,298 | $265.2K | 0.06% | −242−9.5% | Reduced |
| Landaas & Co | 2,313 | $266.0K | 0.12% | +2,313 | New |
| Starfox Financial Services, LLC | 2,306 | $266.1K | 0.27% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,308 | $266.3K | 0.17% | −10−0.4% | Reduced |
| New England Capital Financial Advisors LLC | 2,317 | $267.3K | 0.18% | −99−4.1% | Reduced |
| Triton Wealth Management, PLLC | 2,535 | $267.4K | 0.15% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,304 | $267.5K | 0.06% | +100+4.5% | Added |
| Wealth Advisors of Iowa, LLC | 2,320 | $267.7K | 0.20% | +12+0.5% | Added |
| Mattern Capital Management, LLC | 2,325 | $268.3K | 0.04% | −16−0.7% | Reduced |
| Towerpoint Wealth, LLC | 2,329 | $268.7K | 0.15% | +62+2.7% | Added |
| Investment Advisory Group, LLC | 2,335 | $269.5K | 0.14% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,351 | $271.3K | 0.04% | +20+0.9% | Added |
| Waterfront Wealth Inc. | 2,526 | $272.1K | 0.08% | −60−2.3% | Reduced |
| Aprio Wealth Management, LLC | 2,360 | $272.3K | 0.07% | −377−13.8% | Reduced |
| Pavion Blue Capital, LLC | 2,360 | $272.3K | 0.16% | 00.0% | Unchanged |
| Bay Rivers Group | 2,368 | $273.2K | 0.20% | 00.0% | Unchanged |
| Truadvice, LLC | 2,600 | $274.5K | 0.10% | +361+16.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,384 | $275.1K | 0.24% | −300−11.2% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,373 | $275.6K | 0.21% | +106+4.7% | Added |
| Sandbox Financial Partners, LLC | 2,389 | $275.7K | 0.14% | +110+4.8% | Added |
| Menard Financial Group LLC | 2,391 | $275.9K | 0.57% | +319+15.4% | Added |
| APCM Wealth Management for Individuals | 2,392 | $276.0K | 0.04% | +88+3.8% | Added |
| Bordeaux Wealth Advisors LLC | 2,396 | $276.5K | 0.11% | +275+13.0% | Added |
| Barings LLC | 2,400 | $276.9K | 0.01% | −770−24.3% | Reduced |
| FFT Wealth Management LLC | 2,402 | $277.2K | 0.03% | −33−1.4% | Reduced |
| NBW Capital LLC | 2,403 | $277.3K | 0.06% | +237+10.9% | Added |
| Strategic Financial Concepts, LLC | 2,417 | $278.9K | 0.10% | +55+2.3% | Added |
| Fagan Associates, Inc. | 2,420 | $279.2K | 0.07% | +68+2.9% | Added |
| Wealthstream Advisors, Inc. | 2,442 | $281.8K | 0.15% | +2,442 | New |
| Marshall & Sullivan Inc | 2,450 | $282.7K | 0.16% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 2,457 | $283.5K | 0.07% | +85+3.6% | Added |
| Investment Research & Advisory Group, Inc. | 2,462 | $284.1K | 0.17% | 00.0% | Unchanged |
| Carson Advisory Inc. | 2,462 | $284.1K | 0.24% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,465 | $284.4K | 0.12% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 2,466 | $284.6K | 0.08% | −444−15.3% | Reduced |
| Horst & Graben Wealth Management LLC | 2,476 | $286.0K | 0.07% | +16+0.7% | Added |
| ERn Financial, LLC | 2,482 | $286.4K | 0.06% | 00.0% | Unchanged |
| Security National Bank of So Dak | 2,490 | $287.3K | 0.21% | +2,490 | New |
| American Money Management, LLC | 2,492 | $287.5K | 0.07% | +2,492 | New |
| Conestoga Capital Advisors, LLC | 2,500 | $288.5K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,500 | $288.5K | 0.09% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 2,504 | $289.0K | 0.07% | +115+4.8% | Added |
| WFA of San Diego, LLC | 2,513 | $290.0K | 0.28% | −1,041−29.3% | Reduced |
| Integris Wealth Management, LLC | 2,514 | $290.0K | 0.10% | −329−11.6% | Reduced |
| Independent Investors Inc | 2,525 | $291.4K | 0.07% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 2,527 | $291.6K | 0.11% | −294−10.4% | Reduced |
| Deltec Asset Management LLC | 2,527 | $291.6K | 0.06% | −2,542−50.1% | Reduced |
| Wallington Asset Management, LLC | 2,533 | $292.0K | 0.05% | −133−5.0% | Reduced |
| OneAscent Financial Services LLC | 2,530 | $292.0K | 0.13% | +2,530 | New |
| Blue Bell Private Wealth Management, LLC | 2,538 | $292.9K | 0.08% | +107+4.4% | Added |
| Vanguard Capital Wealth Advisors | 2,543 | $293.5K | 0.27% | +3+0.1% | Added |
| Family Asset Management, LLC | 2,553 | $294.6K | 0.20% | +127+5.2% | Added |
| KWB Wealth | 2,566 | $296.1K | 0.05% | +20+0.8% | Added |
| BEAM Asset Management, LLC | 2,573 | $296.9K | 0.21% | +564+28.1% | Added |
| Advanced Asset Management Advisors Inc | 2,581 | $297.9K | 0.07% | −10−0.4% | Reduced |
| Aspen Wealth Strategies, LLC | 2,587 | $298.5K | 0.23% | −215−7.7% | Reduced |
| Wade Financial Advisory, Inc | 2,587 | $298.6K | 0.12% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2,626 | $299.0K | 0.01% | −1,215−31.6% | Reduced |
| NWK Group, Inc. | 2,600 | $300.0K | 0.18% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,610 | $301.2K | 0.10% | +13+0.5% | Added |
| Triune Financial Partners, LLC | 2,613 | $301.5K | 0.12% | +415+18.9% | Added |
| Brown Capital Management LLC | 2,613 | $301.5K | 0.00% | +2,613 | New |
| LWM Advisory Services, LLC | 2,645 | $301.6K | 0.32% | −400−13.1% | Reduced |
| Madden Securities Corp | 2,622 | $302.6K | 0.15% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 2,623 | $302.7K | 0.09% | +32+1.2% | Added |
| Nexus Investment Management ULC | 2,625 | $302.9K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18,000 | $303.3K | 0.06% | −697−3.7% | Reduced |
| Noble Family Wealth, LLC | 2,629 | $303.4K | 0.10% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 2,630 | $303.5K | 0.13% | −585−18.2% | Reduced |
| Northstar Advisory Group, LLC | 2,634 | $303.9K | 0.20% | +60+2.3% | Added |
| Annapolis Financial Services, LLC | 2,635 | $304.1K | 0.09% | +423+19.1% | Added |
| Advisory Alpha, LLC | 2,647 | $305.5K | 0.02% | +2,647 | New |
| Parkside Investments, LLC | 2,650 | $305.8K | 0.06% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 2,661 | $307.0K | 0.07% | −157−5.6% | Reduced |
| HFG Advisors, Inc. | 2,662 | $307.2K | 0.32% | +379+16.6% | Added |
| Northside Capital Management, LLC | 2,670 | $308.1K | 0.11% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,866 | $308.2K | 0.26% | +349+13.9% | Added |
| Cadent Capital Advisors, LLC | 2,671 | $308.2K | 0.19% | +436+19.5% | Added |
| Triad Investment Management | 2,675 | $308.7K | 0.43% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,678 | $309.0K | 0.20% | −26−1.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,679 | $309.2K | 0.15% | −830−23.7% | Reduced |
| McCollum Christoferson Group LLC | 2,680 | $309.2K | 0.09% | 00.0% | Unchanged |