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 |
|---|---|---|---|---|---|
| InTrack Investment Management Inc | 3,648 | $420.9K | 0.34% | −1,275−25.9% | Reduced |
| BIP Wealth, LLC | 3,651 | $421.4K | 0.03% | −899−19.8% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,652 | $421.4K | 0.37% | −29−0.8% | Reduced |
| First National Advisers, LLC | 3,655 | $422.0K | 0.39% | −220−5.7% | Reduced |
| Hoxton Planning & Management, LLC | 3,659 | $422.2K | 0.26% | −230−5.9% | Reduced |
| McLean Asset Management Corp | 3,661 | $422.4K | 0.17% | +49+1.4% | Added |
| Rosenberg Matthew Hamilton | 3,664 | $422.7K | 0.14% | −446−10.9% | Reduced |
| Ironwood Investment Management LLC | 3,671 | $423.6K | 0.24% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 3,657 | $424.7K | 0.30% | −748−17.0% | Reduced |
| Per Stirling Capital Management, LLC. | 3,695 | $426.4K | 0.09% | +99+2.8% | Added |
| Benchmark Investment Advisors LLC | 3,697 | $426.5K | 0.39% | −205−5.3% | Reduced |
| Bluefin Capital Management, LLC | 3,700 | $426.9K | 0.10% | +3,700 | New |
| Centurion Wealth Management LLC | 3,701 | $427.1K | 0.21% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 3,713 | $428.5K | 0.10% | +133+3.7% | Added |
| O'Keefe Stevens Advisory, Inc. | 3,716 | $428.7K | 0.18% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,716 | $428.8K | 0.27% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,722 | $429.0K | 0.07% | +77+2.1% | Added |
| Capital Advisors Wealth Management, LLC | 3,719 | $429.1K | 0.11% | +63+1.7% | Added |
| Seizert Capital Partners, LLC | 3,720 | $429.3K | 0.02% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 3,726 | $429.9K | 0.09% | −234−5.9% | Reduced |
| Stonehearth Capital Management, LLC | 3,731 | $430.5K | 0.23% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 3,734 | $430.8K | 0.74% | +197+5.6% | Added |
| Sage Private Wealth Group, LLC | 3,745 | $432.2K | 0.59% | +3+0.1% | Added |
| McIlrath & Eck, LLC | 3,748 | $432.5K | 0.09% | −265−6.6% | Reduced |
| SOL Capital Management CO | 3,752 | $433.0K | 0.07% | −180−4.6% | Reduced |
| First National Bank of South Miami | 3,764 | $434.3K | 0.35% | −179−4.5% | Reduced |
| Benin Management CORP | 3,764 | $434.3K | 0.16% | +62+1.7% | Added |
| Dempze Nancy E | 3,765 | $434.4K | 0.37% | 00.0% | Unchanged |
| Curtis Advisory Group, LLC | 3,769 | $434.9K | 0.14% | 00.0% | Unchanged |
| Corrigan Financial, Inc. | 3,770 | $435.0K | 0.14% | +8+0.2% | Added |
| Seed Wealth Management, Inc. | 3,770 | $435.0K | 0.46% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3,770 | $435.1K | 0.06% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,781 | $436.2K | 0.02% | −117−3.0% | Reduced |
| American Trust Investment Advisors, LLC | 3,791 | $437.4K | 0.24% | +8+0.2% | Added |
| Simplify Asset Management Inc. | 3,797 | $438.1K | 0.08% | +946+33.2% | Added |
| Firestone Capital Management | 4,166 | $439.8K | 0.14% | −43−1.0% | Reduced |
| Coastwise Capital Group, LLC | 3,815 | $440.2K | 0.50% | −822−17.7% | Reduced |
| Paragon Financial Partners, Inc. | 3,828 | $441.8K | 0.42% | +101+2.7% | Added |
| Jacobsen Capital Management | 3,830 | $441.9K | 0.23% | +489+14.6% | Added |
| Kozak & Associates, Inc. | 3,874 | $443.0K | 0.18% | +14+0.4% | Added |
| Gagnon Securities LLC | 3,839 | $443.0K | 0.09% | −5−0.1% | Reduced |
| Matrix Asset Advisors Inc | 3,845 | $443.7K | 0.06% | −180−4.5% | Reduced |
| Bank of Stockton | 3,850 | $444.3K | 0.15% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,851 | $444.3K | 0.13% | +5+0.1% | Added |
| Worldquant Millennium Advisors LLC | 3,855 | $444.8K | 0.01% | +3,855 | New |
| Pin Oak Investment Advisors Inc | 3,828 | $445.0K | 0.49% | +770+25.2% | Added |
| Mayfair Advisory Group, LLC | 4,094 | $446.2K | 0.45% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,876 | $447.3K | 0.03% | −250−6.1% | Reduced |
| Twin Focus Capital Partners, LLC | 3,883 | $448.1K | 0.09% | +368+10.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,888 | $448.7K | 0.06% | −227−5.5% | Reduced |
| Two Sigma Advisers, LP | 3,900 | $450.0K | 0.00% | −57,400−93.6% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $450.0K | 0.25% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 3,919 | $452.2K | 0.34% | +3,919 | New |
| One + One Wealth Management, LLC | 3,921 | $452.4K | 0.29% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 3,928 | $453.3K | 0.38% | +539+15.9% | Added |
| Hazlett, Burt & Watson, Inc. | 3,911 | $454.0K | 0.34% | +44+1.1% | Added |
| Dumont & Blake Investment Advisors LLC | 3,947 | $455.0K | 0.15% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,947 | $455.4K | 0.19% | +70+1.8% | Added |
| Invenio Wealth Partners LLC | 3,958 | $456.7K | 0.52% | +3,958 | New |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,960 | $456.9K | 0.00% | +129+3.4% | Added |
| Enterprise Bank & Trust Co | 3,968 | $457.9K | 0.18% | +1,304+48.9% | Added |
| Powell Investment Advisors, LLC | 3,950 | $458.7K | 0.27% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,995 | $461.0K | 0.52% | −26−0.6% | Reduced |
| CSS LLC | 4,000 | $461.6K | 0.04% | −500−11.1% | Reduced |
| Legal Advantage Investments, Inc. | 4,000 | $461.6K | 0.31% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,002 | $461.8K | 0.12% | −170−4.1% | Reduced |
| Clear Street Markets LLC | 4,003 | $462.0K | 0.19% | −19,748−83.1% | Reduced |
| Hemington Wealth Management | 4,025 | $464.0K | 0.19% | −216−5.1% | Reduced |
| Cedrus LLC | 4,026 | $464.6K | 0.33% | −476−10.6% | Reduced |
| Sax Wealth Advisors, LLC | 4,034 | $465.5K | 0.09% | +20.0% | Added |
| K.J. Harrison & Partners Inc | 4,050 | $465.6K | 0.08% | +4,050 | New |
| Greatmark Investment Partners, Inc. | 4,038 | $465.9K | 0.08% | −500−11.0% | Reduced |
| Jump Financial, LLC | 4,038 | $465.9K | 0.02% | +4,038 | New |
| Oak Asset Management, LLC | 4,045 | $466.8K | 0.19% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 4,045 | $466.8K | 0.12% | +700+20.9% | Added |
| Amplius Wealth Advisors, LLC | 4,046 | $466.9K | 0.06% | +336+9.1% | Added |
| Mendel Capital Management LLC | 4,064 | $468.9K | 0.38% | +24+0.6% | Added |
| Planned Solutions, Inc. | 4,064 | $468.9K | 0.28% | +51+1.3% | Added |
| X-Square Capital, LLC | 4,069 | $469.0K | 0.32% | −499−10.9% | Reduced |
| Prentiss Smith & Co Inc | 4,067 | $469.3K | 0.35% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 4,381 | $470.7K | 0.11% | +2,122+93.9% | Added |
| Capital Investment Counsel, Inc | 4,081 | $470.9K | 0.09% | −140−3.3% | Reduced |
| Morningstar Investment Services LLC | 4,158 | $471.0K | 0.01% | +1,604+62.8% | Added |
| Regatta Capital Group, LLC | 4,083 | $471.1K | 0.15% | +226+5.9% | Added |
| Silver Oak Securities, Inc | 4,094 | $472.0K | 0.08% | +493+13.7% | Added |
| Aire Advisors, LLC | 4,093 | $472.5K | 0.12% | +22+0.5% | Added |
| Crown Wealth Group, LLC | 4,102 | $473.3K | 0.37% | −540−11.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,109 | $474.1K | 0.36% | +201+5.1% | Added |
| Tarbox Family Office, Inc. | 4,114 | $474.7K | 0.09% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 4,118 | $475.2K | 0.13% | +43+1.1% | Added |
| Schubert & Co | 4,133 | $476.9K | 0.45% | +25+0.6% | Added |
| Palumbo Wealth Management LLC | 4,138 | $477.5K | 0.29% | −8,128−66.3% | Reduced |
| Wrapmanager Inc | 4,143 | $478.1K | 0.15% | −336−7.5% | Reduced |
| CMG Global Holdings, LLC | 4,144 | $478.2K | 0.39% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 4,146 | $478.4K | 0.26% | +10.0% | Added |
| Norwood Financial Corp | 4,159 | $479.9K | 0.72% | 00.0% | Unchanged |
| Private Capital Management LLC | 4,180 | $482.4K | 0.14% | −133−3.1% | Reduced |
| Tilson Financial Group, Inc. | 4,189 | $483.0K | 0.82% | +6+0.1% | Added |
| Aberdeen Wealth Management LLC | 4,191 | $483.6K | 0.35% | +4+0.1% | Added |
| Benedetti & Gucer, Inc. | 4,202 | $485.0K | 0.25% | +815+24.1% | Added |