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 |
|---|---|---|---|---|---|
| Sara-Bay Financial | 4,902 | $565.6K | 0.28% | +126+2.6% | Added |
| Accel Wealth Management | 4,906 | $566.1K | 0.31% | −8−0.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 4,922 | $568.0K | 0.41% | −498−9.2% | Reduced |
| Objective Capital Management, LLC | 4,934 | $569.4K | 0.50% | +140+2.9% | Added |
| McDaniel Terry & Co | 4,937 | $570.0K | 0.06% | −169−3.3% | Reduced |
| First United Bank Trust | 4,940 | $570.0K | 0.25% | −20−0.4% | Reduced |
| Acorn Wealth Advisors, LLC | 4,943 | $570.4K | 0.39% | −84−1.7% | Reduced |
| JGP Wealth Management, LLC | 4,947 | $570.9K | 0.09% | −949−16.1% | Reduced |
| First Citizens Financial Corp | 4,965 | $572.9K | 0.39% | +4,965 | New |
| RKL Wealth Management LLC | 4,965 | $573.0K | 0.07% | −202−3.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 4,966 | $573.0K | 0.06% | −109−2.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,938 | $573.4K | 0.36% | −168−3.3% | Reduced |
| Holistic Financial Partners | 4,989 | $575.7K | 0.40% | −285−5.4% | Reduced |
| Wayfinding Financial, LLC | 5,417 | $576.0K | 0.40% | +357+7.1% | Added |
| STAR Financial Bank | 4,994 | $576.3K | 0.54% | −65−1.3% | Reduced |
| Atticus Wealth Management, LLC | 5,000 | $577.0K | 0.21% | −168−3.3% | Reduced |
| Union Savings Bank | 5,415 | $577.5K | 0.34% | +5,415 | New |
| Cardiff Park Advisors, LLC | 5,006 | $577.7K | 0.07% | +110+2.2% | Added |
| Hanseatic Management Services Inc | 5,013 | $578.0K | 1.07% | +42+0.8% | Added |
| GPS Wealth Strategies Group, LLC | 5,017 | $578.9K | 0.11% | −1,159−18.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,021 | $579.0K | 0.21% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 5,024 | $579.7K | 0.09% | +17+0.3% | Added |
| BOS Asset Management, LLC | 5,025 | $579.8K | 0.45% | +43+0.9% | Added |
| Regal Wealth Group, Inc. | 5,320 | $579.9K | 0.38% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 5,402 | $582.4K | 0.32% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 5,061 | $584.0K | 0.15% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 5,068 | $584.8K | 0.22% | −402−7.3% | Reduced |
| SRS Capital Advisors, Inc. | 5,069 | $584.9K | 0.07% | +82+1.6% | Added |
| Baystate Wealth Management LLC | 5,073 | $585.5K | 0.05% | −354−6.5% | Reduced |
| State of Wyoming | 5,080 | $586.2K | 0.17% | +1,475+40.9% | Added |
| E Fund Management Co., Ltd. | 5,084 | $587.0K | 0.05% | −532−9.5% | Reduced |
| Terry L. Blaker | 5,090 | $587.3K | 0.05% | −250−4.7% | Reduced |
| O'Brien Greene & Co. Inc | 5,095 | $588.0K | 0.20% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 5,100 | $589.0K | 0.63% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 5,107 | $589.3K | 0.15% | 00.0% | Unchanged |
| First International Bank & Trust | 5,109 | $589.5K | 0.19% | +37+0.7% | Added |
| TFB Advisors LLC | 5,132 | $592.1K | 0.26% | +1,005+24.4% | Added |
| Eagle Bay Advisors LLC | 5,149 | $594.1K | 0.34% | −123−2.3% | Reduced |
| Sandy Cove Advisors, LLC | 5,152 | $594.5K | 0.34% | +1,986+62.7% | Added |
| Indiana Trust & Investment Management CO | 5,161 | $595.5K | 0.30% | +25+0.5% | Added |
| Barr E S & Co | 5,162 | $595.6K | 0.04% | +500+10.7% | Added |
| Private Ocean, LLC | 5,173 | $596.9K | 0.08% | +443+9.4% | Added |
| First Affirmative Financial Network | 5,200 | $600.1K | 0.60% | +1,000+23.8% | Added |
| Absher Wealth Management, LLC | 5,224 | $602.8K | 0.10% | −111−2.1% | Reduced |
| Viawealth, LLC | 5,231 | $603.6K | 0.45% | −260−4.7% | Reduced |
| Ironwood Financial, llc | 5,231 | $603.6K | 0.16% | +3+0.1% | Added |
| Unionview, LLC | 5,263 | $607.3K | 0.55% | +79+1.5% | Added |
| Johnson Bixby & Associates, LLC | 5,279 | $609.1K | 0.13% | +28+0.5% | Added |
| Wall Street Access Asset Management, LLC | 5,294 | $610.9K | 0.35% | +958+22.1% | Added |
| Hummer Financial Advisory Services Inc | 5,289 | $613.9K | 0.60% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 5,323 | $614.3K | 0.61% | +199+3.9% | Added |
| Farther Finance Advisors, LLC | 5,325 | $614.5K | 0.13% | +505+10.5% | Added |
| MBM Wealth Consultants, LLC | 5,719 | $614.6K | 0.26% | +609+11.9% | Added |
| Defined Wealth Management, LLC | 5,360 | $618.5K | 0.52% | +10+0.2% | Added |
| David R. Rahn & Associates Inc. | 5,361 | $618.6K | 0.29% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 5,469 | $621.0K | 0.07% | −193−3.4% | Reduced |
| Family Management Corp | 5,390 | $622.0K | 0.14% | +2,400+80.3% | Added |
| Beta Wealth Group, Inc. | 5,400 | $623.1K | 0.36% | +800+17.4% | Added |
| Davidson Trust Co | 5,404 | $623.6K | 0.45% | 00.0% | Unchanged |
| Truepoint, Inc. | 5,408 | $624.1K | 0.02% | +26+0.5% | Added |
| Hollencrest Capital Management | 5,423 | $625.8K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,473 | $631.5K | 0.44% | +472+9.4% | Added |
| Tranquility Partners, LLC | 5,486 | $633.1K | 0.27% | +28+0.5% | Added |
| Bath Savings Trust Co | 5,491 | $633.6K | 0.07% | −130−2.3% | Reduced |
| Addison Capital Co | 5,500 | $634.0K | 0.45% | +184+3.5% | Added |
| Waycross Partners, LLC | 5,500 | $634.6K | 0.14% | −103−1.8% | Reduced |
| Henshaw Capital LLC | 5,500 | $634.6K | 0.04% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,502 | $634.9K | 0.01% | +5,502 | New |
| Cornerstone Capital, Inc. | 5,513 | $636.1K | 0.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 5,517 | $636.6K | 0.24% | +1,585+40.3% | Added |
| Wagner Wealth Management, LLC | 5,523 | $637.3K | 0.24% | −14−0.3% | Reduced |
| S.A. Mason LLC | 6,014 | $639.9K | 0.46% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,546 | $640.0K | 0.20% | 00.0% | Unchanged |
| Burt Wealth Advisors | 5,551 | $640.5K | 0.19% | −6−0.1% | Reduced |
| Garde Capital, Inc. | 5,557 | $641.0K | 0.05% | +3,894+234.2% | Added |
| BMS Financial Advisors, LLC | 5,576 | $643.4K | 0.42% | −2,509−31.0% | Reduced |
| St. Clair Advisors, LLC | 5,586 | $644.6K | 0.25% | +1,386+33.0% | Added |
| Luts & Greenleigh Group, Inc | 5,626 | $649.2K | 0.80% | +152+2.8% | Added |
| Walleye Capital LLC | 5,636 | $650.3K | 0.01% | +5,636 | New |
| TRUE Private Wealth Advisors | 5,636 | $650.3K | 0.10% | −750−11.7% | Reduced |
| Osterweis Capital Management Inc | 5,647 | $651.6K | 0.04% | −85−1.5% | Reduced |
| TSFG, LLC | 5,650 | $652.0K | 0.24% | +10+0.2% | Added |
| Sugarloaf Wealth Management, LLC | 5,654 | $652.4K | 0.15% | −272−4.6% | Reduced |
| Austin Private Wealth, LLC | 5,666 | $653.8K | 0.09% | +197+3.6% | Added |
| Summit Asset Management, LLC | 5,674 | $654.8K | 0.17% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,675 | $654.9K | 0.05% | +5,675 | New |
| Baron Silver Stevens Financial Advisors, LLC | 5,676 | $655.0K | 0.14% | +407+7.7% | Added |
| Monticello Wealth Management, LLC | 5,685 | $656.0K | 0.07% | +203+3.7% | Added |
| Cortland Associates Inc | 5,683 | $656.0K | 0.11% | −1,032−15.4% | Reduced |
| Pinnacle Bancorp, Inc. | 5,689 | $656.5K | 0.22% | +283+5.2% | Added |
| Beacon Capital Management, LLC | 5,694 | $657.0K | 0.17% | +518+10.0% | Added |
| Kingfisher Capital LLC | 5,708 | $659.0K | 0.17% | +243+4.4% | Added |
| Sound Income Strategies, LLC | 5,717 | $659.7K | 0.07% | −159−2.7% | Reduced |
| Fca Corp | 5,721 | $660.1K | 0.24% | −58−1.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,739 | $662.3K | 0.39% | −105−1.8% | Reduced |
| Arlington Partners LLC | 5,741 | $662.5K | 0.10% | +2,180+61.2% | Added |
| Diversified, LLC | 5,742 | $662.6K | 0.17% | −6−0.1% | Reduced |
| KLR Investment Advisors, LLC | 5,708 | $662.8K | 0.55% | +174+3.1% | Added |
| Ninepoint Partners LP | 5,748 | $663.3K | 0.09% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,762 | $664.9K | 0.59% | +300+5.5% | Added |