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 |
|---|---|---|---|---|---|
| Rice Partnership, LLC | 3,079 | $355.3K | 0.10% | −93−2.9% | Reduced |
| Prosperity Consulting Group, LLC | 3,080 | $355.4K | 0.22% | −98−3.1% | Reduced |
| Compass Ion Advisors, LLC | 3,083 | $355.7K | 0.09% | −1,263−29.1% | Reduced |
| Rock Creek Group, LP | 3,087 | $356.2K | 0.05% | −405−11.6% | Reduced |
| Financial Partners Group, Inc | 3,407 | $357.8K | 0.07% | −567−14.3% | Reduced |
| Ballast Advisors LLC | 3,118 | $359.8K | 0.14% | −351−10.1% | Reduced |
| Echo Street Capital Management LLC | 3,121 | $360.1K | 0.00% | −4,738−60.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 3,123 | $360.4K | 0.03% | −49−1.5% | Reduced |
| Avenue 1 Advisors, LLC | 3,151 | $363.6K | 0.17% | +99+3.2% | Added |
| PFS Partners, LLC | 3,159 | $364.5K | 0.31% | +19+0.6% | Added |
| Requisite Capital Management, LLC | 3,140 | $364.6K | 0.09% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 3,163 | $365.0K | 0.19% | −97,530−96.9% | Reduced |
| AllSquare Wealth Management LLC | 3,350 | $365.7K | 0.24% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 3,378 | $366.4K | 0.17% | +3,378 | New |
| Carmel Capital Partners, LLC | 3,179 | $366.8K | 0.19% | +10+0.3% | Added |
| Castle Rock Wealth Management, LLC | 3,231 | $367.3K | 0.13% | −1,308−28.8% | Reduced |
| RTD Financial Advisors, Inc. | 3,190 | $368.1K | 0.05% | −338−9.6% | Reduced |
| waypoint wealth counsel | 3,194 | $368.6K | 0.33% | −11−0.3% | Reduced |
| Trilogy Capital Inc. | 3,339 | $368.6K | 0.02% | +578+20.9% | Added |
| Gibson Capital, LLC | 3,197 | $368.9K | 0.10% | +18+0.6% | Added |
| Waterford Advisors, LLC | 3,208 | $370.0K | 0.18% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 3,214 | $370.9K | 1.03% | −538−14.3% | Reduced |
| Briggs Advisory Group, Inc. | 3,220 | $371.6K | 0.21% | +176+5.8% | Added |
| SkyOak Wealth, LLC | 3,233 | $373.1K | 0.11% | +105+3.4% | Added |
| Winning Points Advisors, LLC | 3,422 | $373.1K | 0.57% | +13+0.4% | Added |
| Westside Investment Management, Inc. | 3,242 | $374.1K | 0.11% | −38−1.2% | Reduced |
| Independent Wealth Network Inc. | 3,249 | $374.9K | 0.23% | −347−9.6% | Reduced |
| Vista Wealth Management Group, LLC | 3,249 | $374.9K | 0.04% | −706−17.9% | Reduced |
| Byrne Asset Management LLC | 3,248 | $375.0K | 0.24% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 3,254 | $375.5K | 0.17% | −12−0.4% | Reduced |
| Carlson Capital Management | 3,258 | $375.9K | 0.02% | −1,310−28.7% | Reduced |
| Five Oceans Advisors | 3,262 | $376.4K | 0.24% | −61−1.8% | Reduced |
| Foster Group, Inc. | 3,274 | $377.8K | 0.02% | +416+14.6% | Added |
| Wills Financial Group, Inc. | 3,276 | $378.0K | 0.19% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 3,283 | $378.8K | 0.17% | +159+5.1% | Added |
| Gemmer Asset Management LLC | 3,283 | $378.8K | 0.05% | +206+6.7% | Added |
| Pasadena Private Wealth, LLC | 3,285 | $379.1K | 0.11% | −10.0% | Reduced |
| Fortis Advisors, LLC | 3,300 | $380.8K | 0.27% | −700−17.5% | Reduced |
| Chiron Capital Management, LLC | 3,301 | $380.9K | 0.30% | +196+6.3% | Added |
| Financial Engines Advisors L.L.C. | 3,287 | $381.6K | 0.00% | −9,651−74.6% | Reduced |
| ORG Partners LLC | 3,350 | $382.8K | 0.06% | +3,350 | New |
| Amarillo National Bank | 3,322 | $383.3K | 0.07% | +6+0.2% | Added |
| Heritage Financial Services, LLC | 3,332 | $384.5K | 0.08% | +50+1.5% | Added |
| One Charles Private Wealth Services, LLC | 3,334 | $384.7K | 0.22% | −25−0.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 3,360 | $387.7K | 0.11% | +700+26.3% | Added |
| Palisade Capital Management LLC | 3,362 | $388.0K | 0.01% | +51+1.5% | Added |
| Prosperity Financial Group, Inc. | 3,365 | $388.3K | 0.34% | +95+2.9% | Added |
| Laraway Financial Inc | 3,366 | $388.4K | 0.38% | −250−6.9% | Reduced |
| Cardinal Strategic Wealth Guidance | 3,367 | $388.5K | 0.17% | +52+1.6% | Added |
| Fiera Capital Corp | 3,374 | $389.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 3,379 | $389.9K | 0.17% | +6+0.2% | Added |
| Cahaba Wealth Management, Inc. | 3,379 | $389.9K | 0.04% | −44−1.3% | Reduced |
| Greenline Partners, LLC | 3,379 | $389.9K | 0.07% | 00.0% | Unchanged |
| Petix & Botte Co | 3,396 | $391.9K | 0.12% | +3,396 | New |
| Birchcreek Wealth Management, LLC | 3,397 | $392.0K | 0.27% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 3,396 | $392.0K | 0.35% | +237+7.5% | Added |
| Constitution Capital LLC | 3,400 | $392.3K | 0.22% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,418 | $394.4K | 0.08% | −225−6.2% | Reduced |
| Pensionmark Financial Group, LLC | 3,400 | $394.8K | 0.08% | +1,438+73.3% | Added |
| Manchester Financial Inc | 3,422 | $394.9K | 0.11% | +10+0.3% | Added |
| Smith Shellnut Wilson LLC | 3,439 | $396.8K | 0.22% | −110−3.1% | Reduced |
| Tradition Wealth Management, LLC | 3,445 | $397.0K | 0.05% | −69−2.0% | Reduced |
| Goepper Burkhardt LLC | 3,441 | $397.1K | 0.24% | −50−1.4% | Reduced |
| Vishria Bird Financial Group, LLC | 3,446 | $398.0K | 0.24% | 00.0% | Unchanged |
| Santori & Peters | 3,451 | $398.2K | 0.20% | +11+0.3% | Added |
| Taurus Asset Management, LLC | 3,453 | $398.4K | 0.05% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,456 | $398.8K | 0.07% | +7+0.2% | Added |
| Verus Financial Partners, Inc. | 3,721 | $400.2K | 0.05% | +13+0.4% | Added |
| Omnia Family Wealth, LLC | 3,453 | $401.0K | 0.27% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,476 | $401.1K | 0.26% | −953−21.5% | Reduced |
| Schrum Private Wealth Management LLC | 3,484 | $402.0K | 0.43% | +10.0% | Added |
| Ballast, Inc. | 3,487 | $402.4K | 0.15% | +3,487 | New |
| Piscataqua Savings Bank | 3,492 | $402.9K | 0.33% | −307−8.1% | Reduced |
| Cairn Investment Group, Inc. | 3,500 | $404.0K | 0.26% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 3,508 | $404.8K | 0.33% | +10.0% | Added |
| Dillon & Associates Inc | 3,523 | $405.0K | 0.07% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 3,511 | $405.1K | 0.17% | +3,511 | New |
| Next Capital Management LLC | 3,512 | $405.3K | 0.19% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 3,514 | $405.4K | 0.37% | +58+1.7% | Added |
| Viewpoint Capital Management LLC | 3,517 | $405.8K | 0.31% | +1,050+42.6% | Added |
| Cannon Financial Strategists, Inc. | 3,536 | $408.0K | 0.11% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,542 | $408.7K | 0.18% | −118−3.2% | Reduced |
| Driehaus Capital Management LLC | 3,542 | $408.7K | 0.01% | +3,542 | New |
| First Personal Financial Services | 3,564 | $411.3K | 0.10% | 00.0% | Unchanged |
| ETF Store, Inc. | 3,890 | $412.2K | 0.29% | +24+0.6% | Added |
| Edgestream Partners, L.P. | 3,579 | $413.0K | 0.04% | −514−12.6% | Reduced |
| Goldstone Financial Group, LLC | 3,579 | $413.0K | 0.12% | −125−3.4% | Reduced |
| Colonial Trust Advisors | 3,581 | $413.2K | 0.05% | −361−9.2% | Reduced |
| Black Diamond Financial, LLC | 3,582 | $413.4K | 0.12% | +10.0% | Added |
| Verity & Verity, LLC | 3,607 | $416.2K | 0.05% | −2,638−42.2% | Reduced |
| New Republic Capital, LLC | 3,590 | $416.3K | 0.29% | +302+9.2% | Added |
| Somerset Group LLC | 3,613 | $416.9K | 0.35% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 3,613 | $417.0K | 0.12% | +10+0.3% | Added |
| Perennial Advisors, LLC | 3,624 | $418.2K | 0.11% | −50−1.4% | Reduced |
| Bluesphere Advisors, LLC | 3,631 | $419.0K | 0.29% | +2+0.1% | Added |
| Capstone Wealth Management Group, LLC | 3,632 | $419.1K | 0.43% | +19+0.5% | Added |
| Interchange Capital Partners, LLC | 3,630 | $419.4K | 0.32% | −7,616−67.7% | Reduced |
| Dakota Community Bank & Trust NA | 3,640 | $420.0K | 2.48% | −180−4.7% | Reduced |
| Ethos Financial Group, LLC | 3,928 | $420.8K | 0.14% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 2,755 | $420.9K | 0.03% | +2,755 | New |