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 |
|---|---|---|---|---|---|
| Hirtle Callaghan & Co LLC | 2,681 | $309.4K | 0.01% | −768−22.3% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,690 | $310.4K | 0.38% | +456+20.4% | Added |
| Kellett Schaffner Wealth Advisors LLC | 2,696 | $311.1K | 0.28% | +2,696 | New |
| Lodestar Private Asset Management LLC | 2,696 | $311.1K | 0.05% | +105+4.1% | Added |
| Centerpoint Advisors, LLC | 2,708 | $312.0K | 0.13% | +713+35.7% | Added |
| Van Leeuwen & Company, LLC | 2,731 | $312.2K | 0.20% | +11+0.4% | Added |
| Motive Wealth Advisors | 2,706 | $312.2K | 0.32% | +85+3.2% | Added |
| Elmwood Wealth Management, Inc. | 2,709 | $312.6K | 0.15% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,711 | $312.8K | 0.14% | +40+1.5% | Added |
| Montis Financial, LLC | 2,726 | $314.5K | 0.21% | +141+5.5% | Added |
| Randolph Co Inc | 2,726 | $314.6K | 0.04% | 00.0% | Unchanged |
| Elgethun Capital Management | 2,729 | $314.8K | 0.09% | +12+0.4% | Added |
| Titleist Asset Management, LLC | 2,729 | $314.9K | 0.06% | −101−3.6% | Reduced |
| Financial Advisors, LLC | 2,731 | $315.1K | 0.08% | −25−0.9% | Reduced |
| Grant Street Asset Management, Inc. | 2,741 | $316.3K | 0.12% | +116+4.4% | Added |
| Willow Creek Wealth Management Inc. | 2,746 | $316.9K | 0.04% | +35+1.3% | Added |
| Financial Freedom, LLC | 2,765 | $319.1K | 0.22% | +8+0.3% | Added |
| MPS Loria Financial Planners, LLC | 2,762 | $319.2K | 0.12% | +6+0.2% | Added |
| Armstrong Advisory Group, Inc | 2,771 | $319.7K | 0.03% | −273−9.0% | Reduced |
| TD Capital Management LLC | 2,775 | $320.2K | 0.04% | +10+0.4% | Added |
| Meridian Wealth Partners, LLC | 2,778 | $320.5K | 0.07% | +194+7.5% | Added |
| AAFCPAs Wealth Management, LLC | 2,780 | $320.8K | 0.20% | +80+3.0% | Added |
| Legacy Bridge, LLC | 2,781 | $320.9K | 0.21% | +375+15.6% | Added |
| Schear Investment Advisers, LLC | 2,788 | $321.7K | 0.34% | +413+17.4% | Added |
| Partners Capital Investment Group, LLP | 2,788 | $321.7K | 0.01% | +2,788 | New |
| Chickasaw Capital Management LLC | 2,793 | $322.0K | 0.02% | −350−11.1% | Reduced |
| Triad Financial Advisors, Inc. | 2,797 | $322.7K | 0.13% | −21−0.7% | Reduced |
| Droms Strauss Advisors Inc | 2,844 | $323.0K | 0.13% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 2,800 | $323.1K | 0.08% | −690−19.8% | Reduced |
| Harvey Capital Management Inc | 2,800 | $323.1K | 0.12% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 2,802 | $323.3K | 0.51% | 00.0% | Unchanged |
| Hutchinson Capital Management | 2,811 | $324.4K | 0.08% | +28+1.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 2,830 | $326.6K | 0.13% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,832 | $327.0K | 0.15% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 2,838 | $327.5K | 0.15% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 2,846 | $328.4K | 0.04% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,847 | $328.5K | 0.11% | −682−19.3% | Reduced |
| Corundum Trust Company, INC | 2,850 | $328.9K | 0.90% | +2,850 | New |
| William Allan, LLC | 2,856 | $329.6K | 0.25% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 2,860 | $330.0K | 0.09% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,861 | $330.1K | 0.33% | −343−10.7% | Reduced |
| Coastal Capital Group, Inc. | 2,862 | $330.2K | 0.07% | +12+0.4% | Added |
| Braun-Bostich & Associates Inc. | 2,864 | $330.5K | 0.71% | +408+16.6% | Added |
| Page Arthur B | 2,868 | $330.9K | 0.31% | −750−20.7% | Reduced |
| PAX Financial Group, LLC | 2,870 | $331.2K | 0.07% | +297+11.5% | Added |
| Fortress Wealth Group, LLC | 3,122 | $331.2K | 0.21% | +61+2.0% | Added |
| Blue Square Asset Management, LLC | 2,873 | $331.5K | 0.24% | +41+1.4% | Added |
| Mosaic Family Wealth Partners, LLC | 2,879 | $331.8K | 0.07% | −200−6.5% | Reduced |
| White Lighthouse Investment Management Inc. | 2,879 | $332.2K | 0.08% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 2,881 | $332.5K | 0.22% | −229−7.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,885 | $332.9K | 0.06% | +370+14.7% | Added |
| Quantum Financial Advisors, LLC | 2,888 | $333.2K | 0.10% | +179+6.6% | Added |
| Reik & Co., LLC | 2,889 | $333.4K | 0.09% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2,893 | $333.8K | 0.27% | 00.0% | Unchanged |
| Windsor Group LTD | 2,896 | $334.0K | 0.06% | +6+0.2% | Added |
| Bank of Nova Scotia Trust Co | 2,900 | $334.6K | 0.03% | −653−18.4% | Reduced |
| Merrion Investment Management Co, LLC | 2,900 | $334.6K | 0.28% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 3,036 | $335.2K | 0.06% | +3,036 | New |
| Cedar Wealth Management, LLC | 2,906 | $335.3K | 0.13% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 2,899 | $336.0K | 0.10% | −93−3.1% | Reduced |
| Sawgrass Asset Management LLC | 2,928 | $337.9K | 0.04% | +690+30.8% | Added |
| Camelot Portfolios, LLC | 2,941 | $339.3K | 0.21% | −1,752−37.3% | Reduced |
| Instrumental Wealth, LLC | 3,159 | $339.4K | 0.41% | −14−0.4% | Reduced |
| Clare Market Investments LLC | 2,945 | $339.8K | 0.13% | −198−6.3% | Reduced |
| Jupiter Asset Management Ltd | 2,948 | $340.0K | 0.00% | −4,343−59.6% | Reduced |
| Gradient Capital Advisors, LLC | 2,949 | $340.3K | 0.14% | +347+13.3% | Added |
| Ballew Advisors, Inc | 3,131 | $340.4K | 0.25% | +15+0.5% | Added |
| Cascade Investment Group, Inc. | 2,952 | $340.7K | 0.31% | +19+0.6% | Added |
| Summitry LLC | 2,953 | $340.7K | 0.02% | −100−3.3% | Reduced |
| Cooper/Haims Advisors, LLC | 2,956 | $341.1K | 0.26% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,956 | $341.1K | 0.10% | +400+15.6% | Added |
| Campbell Wealth Management | 2,966 | $342.0K | 0.04% | +100+3.5% | Added |
| ESG Planning | 2,964 | $342.1K | 0.39% | −3,360−53.1% | Reduced |
| Detalus Advisors, LLC | 2,966 | $342.3K | 0.15% | +201+7.3% | Added |
| Nixon Peabody Trust Co | 2,970 | $342.7K | 0.28% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 2,971 | $342.8K | 0.29% | −406−12.0% | Reduced |
| Source Financial Advisors LLC | 2,973 | $343.1K | 0.11% | +187+6.7% | Added |
| MinichMacGregor Wealth Management, LLC | 2,981 | $344.0K | 0.11% | −9−0.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,987 | $344.7K | 0.13% | +1,827+157.5% | Added |
| Lord, Abbett & Co. LLC | 2,991 | $345.0K | 0.00% | +749+33.4% | Added |
| Jag Capital Management, LLC | 2,996 | $345.7K | 0.04% | −97−3.1% | Reduced |
| Robotti Robert | 3,000 | $346.2K | 0.06% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 2,988 | $347.0K | 0.01% | −232−7.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 3,008 | $347.1K | 0.16% | +3,008 | New |
| Intergy Private Wealth, LLC | 3,011 | $347.4K | 0.17% | +110+3.8% | Added |
| Antonetti Capital Management LLC | 3,016 | $348.0K | 0.50% | −52−1.7% | Reduced |
| Adamsbrown Wealth Consultants LLC | 3,019 | $348.4K | 0.18% | +2+0.1% | Added |
| Fort, L.P. | 3,020 | $348.5K | 0.92% | −307−9.2% | Reduced |
| Alpha Financial Partners, LLC | 3,023 | $348.8K | 0.37% | +447+17.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 3,023 | $348.8K | 0.13% | −200−6.2% | Reduced |
| Prostatis Group LLC | 175,925 | $348.9K | 0.16% | +167,711+2,041.8% | Added |
| Osborne Partners Capital Management, LLC | 3,026 | $349.2K | 0.03% | −74−2.4% | Reduced |
| Guardian Capital Advisors LP | 3,250 | $349.3K | 0.04% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 3,031 | $349.7K | 0.04% | 00.0% | Unchanged |
| Unio Capital LLC | 3,033 | $350.0K | 0.18% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,033 | $350.0K | 0.03% | +144+5.0% | Added |
| Summit Wealth Group, LLC | 3,042 | $351.0K | 0.14% | −320,612−99.1% | Reduced |
| Marks Group Wealth Management, Inc | 3,047 | $351.6K | 0.04% | −55−1.8% | Reduced |
| True Link Financial Advisors, LLC | 3,050 | $351.9K | 0.04% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 3,063 | $353.5K | 0.20% | +812+36.1% | Added |