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 |
|---|---|---|---|---|---|
| Merriman Wealth Management, LLC | 4,180 | $485.1K | 0.02% | +62+1.5% | Added |
| Penbrook Management LLC | 4,206 | $485.3K | 0.35% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 4,222 | $487.2K | 0.27% | −299−6.6% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,225 | $487.5K | 0.09% | +1,725+69.0% | Added |
| Eads & Heald Wealth Management | 4,226 | $488.0K | 0.24% | −300−6.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,236 | $488.8K | 0.04% | −729−14.7% | Reduced |
| Hollow Brook Wealth Management LLC | 4,214 | $489.3K | 0.21% | +1,672+65.8% | Added |
| Palogic Value Management, L.P. | 4,250 | $490.4K | 0.23% | 00.0% | Unchanged |
| Coco Enterprises, LLC | 4,251 | $490.5K | 0.37% | −1,848−30.3% | Reduced |
| Pennsylvania Capital Management Inc | 4,253 | $490.8K | 0.21% | +196+4.8% | Added |
| Ergoteles LLC | 4,264 | $492.0K | 0.02% | +4,264 | New |
| Financial Council Asset Management Inc | 4,278 | $493.7K | 0.38% | −99−2.3% | Reduced |
| JJJ Advisors Inc. | 4,271 | $493.7K | 0.14% | +173+4.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 4,282 | $494.1K | 0.13% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 4,291 | $495.1K | 0.43% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 4,297 | $495.9K | 0.12% | −71−1.6% | Reduced |
| UMA Financial Services, Inc. | 4,340 | $496.1K | 0.12% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,302 | $496.5K | 0.17% | −616−12.5% | Reduced |
| Perkins Coie Trust Co | 4,321 | $498.6K | 0.14% | −180−4.0% | Reduced |
| Perritt Capital Management Inc | 4,321 | $498.6K | 0.27% | −50−1.1% | Reduced |
| Dark Forest Capital Management LP | 4,325 | $499.1K | 0.05% | +4,325 | New |
| JSF Financial, LLC | 4,329 | $499.5K | 0.18% | 00.0% | Unchanged |
| Michael S. Ryan, Inc. | 4,374 | $500.1K | 0.46% | +4,374 | New |
| Riverstone Advisors, LLC | 4,339 | $500.7K | 0.30% | +315+7.8% | Added |
| BHK Investment Advisors, LLC | 4,344 | $501.3K | 0.21% | −73−1.7% | Reduced |
| Keystone Wealth Services, LLC | 4,346 | $501.5K | 0.19% | +20.0% | Added |
| Intrinsic Value Partners, LLC | 4,347 | $501.6K | 0.63% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 4,350 | $501.9K | 0.01% | −113−2.5% | Reduced |
| Ssi Investment Management LLC | 4,356 | $502.6K | 0.04% | −760−14.9% | Reduced |
| Grey Fox Wealth Advisors, LLC | 4,332 | $503.0K | 0.26% | −2,811−39.4% | Reduced |
| Parisi Gray Wealth Management | 4,737 | $504.0K | 0.23% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 4,386 | $506.1K | 0.37% | +33+0.8% | Added |
| Cottage Street Advisors LLC | 4,386 | $506.1K | 0.37% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 4,392 | $506.8K | 0.22% | −6−0.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,366 | $507.1K | 0.17% | +37+0.9% | Added |
| Boyar Asset Management Inc. | 4,412 | $509.1K | 0.38% | −45−1.0% | Reduced |
| Clearview Wealth Advisors LLC | 4,414 | $509.4K | 0.52% | −52−1.2% | Reduced |
| Capital Market Strategies LLC | 4,415 | $509.5K | 0.47% | +4,415 | New |
| TFG Advisers LLC | 4,437 | $512.0K | 0.23% | +515+13.1% | Added |
| Alphadyne Asset Management LP | 4,442 | $512.6K | 1.57% | +4,442 | New |
| 360 Financial, Inc. | 4,445 | $512.9K | 0.27% | +10.0% | Added |
| Executive Wealth Management, LLC | 4,456 | $514.2K | 0.05% | +156+3.6% | Added |
| Creative Financial Designs Inc | 4,467 | $515.4K | 0.06% | +11+0.2% | Added |
| Guild Investment Management, Inc. | 4,448 | $516.6K | 0.73% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 4,483 | $517.3K | 0.16% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,491 | $518.2K | 0.12% | +547+13.9% | Added |
| N.E.W. Advisory Services LLC | 4,491 | $518.2K | 0.07% | −84−1.8% | Reduced |
| Park Edge Advisors, LLC | 4,491 | $518.2K | 0.18% | −50−1.1% | Reduced |
| Rise Advisors, LLC | 4,492 | $518.3K | 0.40% | −73−1.6% | Reduced |
| Keating Investment Counselors Inc | 4,495 | $518.7K | 0.19% | −2,200−32.9% | Reduced |
| Financial Strategies Group, Inc. | 4,498 | $519.0K | 0.17% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 4,488 | $520.8K | 0.03% | +1,644+57.8% | Added |
| Sendero Wealth Management, LLC | 4,518 | $521.3K | 0.11% | +4,518 | New |
| Archetype Wealth Partners | 4,530 | $523.0K | 0.10% | +237+5.5% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,547 | $525.0K | 0.07% | +4+0.1% | Added |
| Almanack Investment Partners, LLC. | 4,564 | $526.6K | 0.09% | −66−1.4% | Reduced |
| NSI Retail Advisors, LLC | 4,588 | $529.0K | 0.09% | −700−13.2% | Reduced |
| Seven Mile Advisory | 4,587 | $529.3K | 0.62% | +4,587 | New |
| Morris Financial Concepts, Inc. | 4,598 | $530.6K | 0.34% | +1,614+54.1% | Added |
| Capital Advisors, Ltd. LLC | 4,613 | $532.0K | 0.08% | +2,083+82.3% | Added |
| CWS Financial Advisors, LLC | 4,614 | $532.4K | 0.20% | −32−0.7% | Reduced |
| Verus Capital Partners, LLC | 4,638 | $535.1K | 0.08% | +279+6.4% | Added |
| DRW Securities, LLC | 4,645 | $536.0K | 0.04% | −7,304−61.1% | Reduced |
| Fairview Capital Investment Management, LLC | 4,653 | $536.9K | 0.03% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 4,664 | $538.2K | 0.42% | +22+0.5% | Added |
| Private Portfolio Partners LLC | 4,665 | $538.2K | 0.14% | +7+0.2% | Added |
| Lane & Associates LLC | 4,673 | $539.2K | 0.43% | +184+4.1% | Added |
| Coerente Capital Management | 4,681 | $540.1K | 0.12% | 00.0% | Unchanged |
| South Street Advisors LLC | 4,687 | $540.8K | 0.11% | +987+26.7% | Added |
| Aspen Investment Management Inc | 4,692 | $541.0K | 0.32% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 4,694 | $541.6K | 0.01% | −297,534−98.4% | Reduced |
| Wealth Quarterback LLC | 4,697 | $542.0K | 0.38% | −353−7.0% | Reduced |
| Somerset Trust Co | 4,719 | $544.5K | 0.23% | −453−8.8% | Reduced |
| United Bank | 4,724 | $545.1K | 0.07% | −240−4.8% | Reduced |
| Montchanin Asset Management, LLC | 4,733 | $546.0K | 0.62% | −400−7.8% | Reduced |
| Cora Capital Advisors LLC | 4,739 | $546.8K | 0.36% | +371+8.5% | Added |
| Liberty Wealth Management LLC | 4,760 | $549.2K | 0.14% | −180−3.6% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 4,760 | $549.3K | 0.22% | +10.0% | Added |
| Neumann Capital Management, LLC | 4,765 | $549.8K | 0.23% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 4,765 | $549.8K | 0.37% | +4,765 | New |
| First National Bank | 4,770 | $550.4K | 0.45% | −135−2.8% | Reduced |
| MKT Advisors LLC | 5,187 | $551.6K | 0.39% | −1,276−19.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,781 | $551.7K | 0.19% | −229−4.6% | Reduced |
| Element Wealth, LLC | 4,783 | $551.9K | 0.39% | +120+2.6% | Added |
| Pointe Capital Management LLC | 4,796 | $553.4K | 0.42% | +263+5.8% | Added |
| Meridian Investment Counsel Inc. | 4,797 | $553.5K | 0.20% | +51+1.1% | Added |
| Truvestments Capital LLC | 4,805 | $554.4K | 0.28% | +2,898+152.0% | Added |
| Walkner Condon Financial Advisors LLC | 4,809 | $554.8K | 0.15% | +748+18.4% | Added |
| Annandale Capital, LLC | 4,821 | $556.0K | 0.16% | +205+4.4% | Added |
| Column Capital Advisors, LLC | 4,819 | $556.1K | 0.08% | −134−2.7% | Reduced |
| MBA Advisors LLC | 4,821 | $556.3K | 0.33% | −384−7.4% | Reduced |
| Paragon Capital Management Ltd | 4,824 | $556.7K | 0.12% | −45−0.9% | Reduced |
| Close Asset Management Ltd | 4,830 | $557.0K | 0.03% | +402+9.1% | Added |
| Evanson Asset Management, LLC | 4,833 | $557.7K | 0.05% | +12+0.2% | Added |
| Calton & Associates, Inc. | 4,840 | $558.4K | 0.26% | +1,139+30.8% | Added |
| Wambolt & Associates, LLC | 4,872 | $562.2K | 0.20% | +492+11.2% | Added |
| Addison Advisors LLC | 4,876 | $562.6K | 0.28% | −347−6.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 4,881 | $563.2K | 0.52% | −135−2.7% | Reduced |
| CSM Advisors, LLC | 4,888 | $564.0K | 0.04% | −700−12.5% | Reduced |
| Flynn Zito Capital Management, LLC | 4,900 | $565.4K | 0.38% | +1,022+26.4% | Added |