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
- 3,261
- +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
- 1,232 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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| GFS Advisors, LLC | 58,261 | $6.72M | 1.49% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 58,175 | $6.71M | 0.94% | −328−0.6% | Reduced |
| Royal Fund Management, LLC | 57,717 | $6.66M | 0.94% | −641−1.1% | Reduced |
| Moody National Bank Trust Division | 57,500 | $6.63M | 0.46% | +151+0.3% | Added |
| Sequoia Financial Advisors, LLC | 57,015 | $6.59M | 0.11% | −61,165−51.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 56,772 | $6.55M | 0.74% | −180−0.3% | Reduced |
| Equitable Trust Co | 56,670 | $6.54M | 0.50% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 56,499 | $6.52M | 2.21% | +841+1.5% | Added |
| NewEdge Wealth, LLC | 56,272 | $6.49M | 0.22% | −1,942−3.3% | Reduced |
| NBT Bank N A | 56,249 | $6.49M | 0.93% | −1,332−2.3% | Reduced |
| Parallel Advisors, LLC | 56,161 | $6.48M | 0.21% | +670+1.2% | Added |
| Modera Wealth Management, LLC | 56,066 | $6.47M | 0.12% | +20,004+55.5% | Added |
| SevenBridge Financial Group, LLC | 55,960 | $6.46M | 1.67% | −507−0.9% | Reduced |
| FRG Family Wealth Advisors LLC | 55,928 | $6.45M | 1.41% | −1,839−3.2% | Reduced |
| Chesley Taft & Associates LLC | 55,889 | $6.45M | 0.40% | −615−1.1% | Reduced |
| Montgomery Investment Management Inc | 55,532 | $6.41M | 2.15% | 00.0% | Unchanged |
| Roundview Capital LLC | 55,148 | $6.36M | 0.62% | +420+0.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 55,016 | $6.35M | 0.79% | −1,726−3.0% | Reduced |
| Sectoral Asset Management Inc | 55,000 | $6.35M | 1.06% | 00.0% | Unchanged |
| West Coast Financial LLC | 54,872 | $6.33M | 0.90% | −74−0.1% | Reduced |
| Sentry LLC | 54,857 | $6.33M | 1.38% | +48+0.1% | Added |
| Ballentine Partners, LLC | 54,693 | $6.31M | 0.14% | −2,236−3.9% | Reduced |
| Institutional & Family Asset Management, LLC | 54,615 | $6.30M | 1.03% | −2,493−4.4% | Reduced |
| BancorpSouth Bank | 54,527 | $6.29M | 0.55% | −243−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 54,400 | $6.28M | 0.14% | +2,306+4.4% | Added |
| Azzad Asset Management Inc | 54,345 | $6.27M | 0.84% | −6,019−10.0% | Reduced |
| Caldwell Trust Co | 54,301 | $6.27M | 0.82% | −1,840−3.3% | Reduced |
| Narwhal Capital Management | 54,252 | $6.26M | 0.74% | −5,900−9.8% | Reduced |
| Venture Visionary Partners LLC | 54,106 | $6.24M | 0.37% | +50.0% | Added |
| Eagle Rock Investment Company, LLC | 58,901 | $6.22M | 1.34% | −450−0.8% | Reduced |
| BLB&B Advisors, LLC | 53,639 | $6.19M | 0.43% | −2,130−3.8% | Reduced |
| Biltmore Family Office, LLC | 53,210 | $6.18M | 1.31% | +33+0.1% | Added |
| Ipswich Investment Management Co., Inc. | 53,481 | $6.17M | 1.62% | +117+0.2% | Added |
| Financial Enhancement Group LLC | 58,086 | $6.14M | 1.14% | −23,862−29.1% | Reduced |
| Globeflex Capital L P | 53,115 | $6.13M | 0.68% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 52,875 | $6.10M | 0.99% | −163−0.3% | Reduced |
| Asset Dedication, LLC | 52,658 | $6.09M | 0.52% | +573+1.1% | Added |
| Marietta Wealth Management, LLC | 52,612 | $6.07M | 1.14% | −495−0.9% | Reduced |
| Boston Family Office LLC | 52,516 | $6.06M | 0.46% | −673−1.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 52,508 | $6.06M | 0.29% | −2,993−5.4% | Reduced |
| HBK Sorce Advisory LLC | 52,187 | $6.02M | 0.25% | −1,795−3.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 52,089 | $6.01M | 1.65% | −2,277−4.2% | Reduced |
| Burney Co | 51,852 | $5.98M | 0.27% | +16,434+46.4% | Added |
| Omers Administration Corp | 51,843 | $5.98M | 0.09% | −10,706−17.1% | Reduced |
| Berger Financial Group, Inc | 51,833 | $5.98M | 0.68% | −1,860−3.5% | Reduced |
| Howland Capital Management LLC | 51,469 | $5.98M | 0.34% | −233−0.5% | Reduced |
| Spire Wealth Management | 51,664 | $5.96M | 0.22% | −4,380−7.8% | Reduced |
| Ritholtz Wealth Management | 51,558 | $5.95M | 0.27% | +951+1.9% | Added |
| Hanson & Doremus Investment Management | 51,540 | $5.95M | 1.24% | +1,273+2.5% | Added |
| Newman Dignan & Sheerar, Inc. | 51,525 | $5.95M | 1.84% | −1,163−2.2% | Reduced |
| Icon Wealth Partners, LLC | 51,277 | $5.92M | 0.63% | −11,528−18.4% | Reduced |
| Buck Wealth Strategies, LLC | 51,087 | $5.89M | 2.56% | +3,132+6.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 51,021 | $5.89M | 1.67% | −423−0.8% | Reduced |
| Sigma Planning Corp | 50,977 | $5.88M | 0.21% | −23,614−31.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 50,958 | $5.88M | 0.15% | +436+0.9% | Added |
| Value Partners Investments Inc. | 50,943 | $5.88M | 0.47% | +195+0.4% | Added |
| Community Bank & Trust, Waco, Texas | 50,896 | $5.87M | 1.76% | −187−0.4% | Reduced |
| Private Trust Co NA | 50,866 | $5.87M | 0.74% | −104−0.2% | Reduced |
| Integrated Advisors Network LLC | 50,852 | $5.87M | 0.34% | −37,048−42.1% | Reduced |
| Sepio Capital, LP | 50,838 | $5.87M | 0.48% | −996−1.9% | Reduced |
| Glassy Mountain Advisors, Inc. | 50,775 | $5.86M | 2.61% | +50,775 | New |
| Berkshire Bank | 50,708 | $5.85M | 1.62% | −1,882−3.6% | Reduced |
| Wendell David Associates Inc | 50,639 | $5.84M | 0.66% | 00.0% | Unchanged |
| Tower Bridge Advisors | 50,600 | $5.84M | 0.54% | −14,356−22.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 50,193 | $5.82M | 1.80% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 50,471 | $5.82M | 0.61% | −2,996−5.6% | Reduced |
| Verdence Capital Advisors LLC | 50,390 | $5.81M | 0.68% | −150.0% | Reduced |
| Profund Advisors LLC | 50,092 | $5.78M | 0.31% | +987+2.0% | Added |
| Geneva Partners, LLC | 50,073 | $5.78M | 3.77% | −1,173−2.3% | Reduced |
| Sivik Global Healthcare LLC | 50,000 | $5.77M | 2.31% | −25,000−33.3% | Reduced |
| Ostrum Asset Management | 49,906 | $5.76M | 0.48% | −566−1.1% | Reduced |
| New Hampshire Trust | 49,820 | $5.75M | 1.49% | −1,156−2.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 49,743 | $5.74M | 0.22% | +1,159+2.4% | Added |
| Sound View Wealth Advisors Group, LLC | 49,656 | $5.73M | 0.75% | −8,025−13.9% | Reduced |
| Studio Investment Management LLC | 49,333 | $5.73M | 1.60% | −1,956−3.8% | Reduced |
| Stratos Wealth Advisors, LLC | 49,635 | $5.73M | 0.41% | +375+0.8% | Added |
| Jarislowsky, Fraser Ltd | 49,598 | $5.72M | 0.03% | −507−1.0% | Reduced |
| LS Investment Advisors, LLC | 49,545 | $5.72M | 1.00% | +6,619+15.4% | Added |
| Shorepoint Capital Partners LLC | 49,531 | $5.72M | 1.61% | −1,444−2.8% | Reduced |
| Hennessy Advisors Inc | 49,500 | $5.71M | 0.41% | −2,800−5.4% | Reduced |
| Martin Investment Management, LLC | 49,484 | $5.71M | 1.61% | +49,484 | New |
| Sandy Spring Bank | 49,358 | $5.70M | 0.30% | +447+0.9% | Added |
| Endurant Capital Management LP | 49,332 | $5.69M | 7.34% | −241−0.5% | Reduced |
| Bank Ozk | 49,205 | $5.68M | 2.70% | −6,783−12.1% | Reduced |
| Wealthcare Advisory Partners LLC | 49,101 | $5.67M | 0.25% | +8,185+20.0% | Added |
| Hilton Capital Management, LLC | 49,070 | $5.66M | 0.68% | −1,028−2.1% | Reduced |
| Bridgecreek Investment Management, LLC | 48,995 | $5.65M | 1.08% | −375−0.8% | Reduced |
| Pittenger & Anderson Inc | 48,970 | $5.65M | 0.27% | +885+1.8% | Added |
| Baugh & Associates, LLC | 48,964 | $5.65M | 3.40% | +785+1.6% | Added |
| Hallmark Capital Management Inc | 48,942 | $5.65M | 0.51% | −5,031−9.3% | Reduced |
| Signaturefd, LLC | 48,902 | $5.64M | 0.14% | +272+0.6% | Added |
| Merit Financial Group, LLC | 48,796 | $5.63M | 0.18% | +3,557+7.9% | Added |
| tru Independence LLC | 48,610 | $5.61M | 1.85% | +840+1.8% | Added |
| Meridian Wealth Management, LLC | 48,114 | $5.55M | 0.47% | −7,330−13.2% | Reduced |
| Strategy Asset Managers LLC | 48,058 | $5.55M | 1.23% | +5,305+12.4% | Added |
| M. Kulyk & Associates, LLC | 48,048 | $5.54M | 1.55% | −1,646−3.3% | Reduced |
| Demars Financial Group, LLC | 48,026 | $5.54M | 3.08% | −1,364−2.8% | Reduced |
| Ellsworth Advisors, LLC | 47,968 | $5.54M | 1.91% | −4,140−7.9% | Reduced |
| Millennium Management LLC | 47,861 | $5.52M | 0.01% | +10,410+27.8% | Added |
| Warren Averett Asset Management, LLC | 47,831 | $5.52M | 0.24% | −242−0.5% | Reduced |