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 | 3,812 | $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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 47,664 | $5.50M | 2.80% | −2,204−4.4% | Reduced |
| Cornercap Investment Counsel Inc | 47,494 | $5.48M | 0.95% | −2,008−4.1% | Reduced |
| Citizens National Bank Trust Department | 47,478 | $5.48M | 1.45% | −390−0.8% | Reduced |
| Coastline Trust Co | 47,379 | $5.47M | 0.77% | −208−0.4% | Reduced |
| Chicago Trust Co NA | 47,330 | $5.46M | 1.31% | +36+0.1% | Added |
| Abbrea Capital, LLC | 46,901 | $5.45M | 0.84% | +484+1.0% | Added |
| Tectonic Advisors LLC | 47,067 | $5.43M | 0.67% | +2,686+6.1% | Added |
| Equitable Holdings, Inc. | 46,969 | $5.42M | 0.08% | +4,857+11.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 46,963 | $5.42M | 0.18% | +1,369+3.0% | Added |
| Brookstone Capital Management | 49,712 | $5.42M | 0.11% | +290+0.6% | Added |
| Hendley & Co Inc | 46,817 | $5.40M | 2.24% | +1,550+3.4% | Added |
| Legato Capital Management LLC | 46,773 | $5.40M | 0.73% | +11,446+32.4% | Added |
| Philadelphia Trust Co | 46,763 | $5.40M | 0.51% | −1,282−2.7% | Reduced |
| Foster & Motley Inc | 46,735 | $5.39M | 0.42% | +2,148+4.8% | Added |
| Pallas Capital Advisors LLC | 50,902 | $5.37M | 0.24% | +37,306+274.4% | Added |
| Greylin Investment Mangement Inc | 46,460 | $5.36M | 0.97% | −450−1.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 46,430 | $5.36M | 3.77% | −225−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 46,117 | $5.32M | 1.82% | −857−1.8% | Reduced |
| Plimoth Trust Co LLC | 46,106 | $5.32M | 1.59% | −643−1.4% | Reduced |
| Cozad Asset Management Inc | 46,098 | $5.32M | 0.66% | −187−0.4% | Reduced |
| Sandhill Capital Partners LLC | 46,077 | $5.32M | 0.48% | −2,364−4.9% | Reduced |
| Founders Capital Management | 46,019 | $5.31M | 3.86% | −609−1.3% | Reduced |
| Comerica Securities,inc. | 45,726 | $5.31M | 0.37% | −2,291−4.8% | Reduced |
| Rowland & Co Investment Counsel | 46,002 | $5.31M | 1.25% | −151−0.3% | Reduced |
| Rench Wealth Management, Inc. | 45,956 | $5.30M | 2.33% | −123−0.3% | Reduced |
| Meridian Wealth Advisors, LLC | 45,875 | $5.29M | 1.28% | −2,414−5.0% | Reduced |
| Girard Partners Ltd. | 45,864 | $5.29M | 0.56% | +200.0% | Added |
| Jackson Wealth Management, LLC | 45,858 | $5.29M | 0.78% | +45,858 | New |
| Connectus Wealth, LLC | 45,842 | $5.29M | 0.12% | −6,790−12.9% | Reduced |
| Jackson Square Capital, LLC | 45,526 | $5.25M | 2.11% | −450−1.0% | Reduced |
| Desjardins Global Asset Management Inc. | 45,463 | $5.25M | 0.60% | +8,098+21.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 45,458 | $5.25M | 5.07% | −7,599−14.3% | Reduced |
| Fragasso Group Inc. | 45,427 | $5.24M | 0.56% | +26,307+137.6% | Added |
| Ropes Wealth Advisors LLC | 45,420 | $5.24M | 0.87% | +6,237+15.9% | Added |
| Mogy Joel R Investment Counsel Inc | 45,220 | $5.22M | 0.41% | −170.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 45,185 | $5.21M | 0.43% | +605+1.4% | Added |
| Lake Street Advisors Group, LLC | 45,164 | $5.21M | 0.29% | +309+0.7% | Added |
| Avitas Wealth Management LLC | 45,142 | $5.21M | 0.94% | +271+0.6% | Added |
| WealthTrust Axiom LLC | 45,091 | $5.20M | 1.73% | −96−0.2% | Reduced |
| Bridges Investment Management Inc | 45,080 | $5.20M | 0.17% | −10,457−18.8% | Reduced |
| Scott & Selber, Inc. | 44,863 | $5.18M | 2.02% | −176−0.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 44,805 | $5.17M | 0.34% | +3,012+7.2% | Added |
| Pine Valley Investments Ltd Liability Co | 44,518 | $5.15M | 0.50% | +20,208+83.1% | Added |
| Cypress Capital Group | 44,511 | $5.14M | 0.74% | −11,827−21.0% | Reduced |
| Patton Albertson Miller Group, LLC | 44,466 | $5.13M | 0.99% | −395−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 44,464 | $5.13M | 0.50% | +2,477+5.9% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,444 | $5.13M | 1.21% | −29−0.1% | Reduced |
| Finer Wealth Management, Inc. | 44,236 | $5.10M | 3.99% | +155+0.4% | Added |
| Manchester Capital Management LLC | 44,019 | $5.08M | 0.68% | −7,914−15.2% | Reduced |
| Bailard, Inc. | 43,980 | $5.07M | 0.18% | −373−0.8% | Reduced |
| Fluent Financial, LLC | 43,949 | $5.07M | 3.30% | +12,906+41.6% | Added |
| Ancora Advisors, LLC | 43,941 | $5.07M | 0.13% | +1,990+4.7% | Added |
| AMG National Trust Bank | 43,941 | $5.07M | 0.17% | −19,195−30.4% | Reduced |
| QV Investors Inc. | 43,682 | $5.04M | 0.45% | −2,130−4.6% | Reduced |
| Journey Advisory Group, LLC | 43,514 | $5.02M | 0.75% | −1,130−2.5% | Reduced |
| Wright Investors Service Inc | 43,479 | $5.02M | 1.41% | +2,943+7.3% | Added |
| Personal Cfo Solutions, LLC | 43,464 | $5.02M | 1.02% | −1,984−4.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 43,450 | $5.01M | 0.19% | −1,114−2.5% | Reduced |
| Leavell Investment Management, Inc. | 43,044 | $5.00M | 0.34% | +120+0.3% | Added |
| Strategic Blueprint, LLC | 43,263 | $4.99M | 0.48% | +8,361+24.0% | Added |
| RSM US Wealth Management LLC | 42,875 | $4.98M | 0.17% | −792−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 42,925 | $4.95M | 0.35% | −2,888−6.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 42,876 | $4.95M | 0.61% | +3,500+8.9% | Added |
| Harbor Capital Advisors, Inc. | 42,791 | $4.94M | 0.99% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 42,570 | $4.91M | 0.80% | +440+1.0% | Added |
| Hudson Value Partners, LLC | 42,344 | $4.88M | 2.50% | +1,248+3.0% | Added |
| First Financial Bank - Trust Division | 42,262 | $4.88M | 0.51% | −934−2.2% | Reduced |
| Catalyst Capital Advisors LLC | 42,250 | $4.88M | 0.14% | −2,300−5.2% | Reduced |
| Chatham Capital Group, Inc. | 42,205 | $4.87M | 1.02% | +185+0.4% | Added |
| Monte Financial Group, LLC | 42,161 | $4.86M | 2.37% | −2,905−6.4% | Reduced |
| Dynamic Advisor Solutions LLC | 42,084 | $4.86M | 0.25% | −4,082−8.8% | Reduced |
| Albion Financial Group | 42,043 | $4.85M | 0.42% | +403+1.0% | Added |
| Perfromance Wealth Partners, LLC | 42,661 | $4.85M | 0.22% | +5,660+15.3% | Added |
| Wealthspire Advisors, LLC | 41,997 | $4.85M | 0.08% | +2,601+6.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 41,955 | $4.84M | 0.99% | −1,145−2.7% | Reduced |
| Chesapeake Asset Management LLC | 41,880 | $4.83M | 4.36% | −2,794−6.3% | Reduced |
| Beddow Capital Management Inc | 41,707 | $4.81M | 2.45% | −610−1.4% | Reduced |
| Cypress Asset Management Inc | 41,044 | $4.79M | 1.54% | +143+0.3% | Added |
| Allworth Financial LP | 41,360 | $4.77M | 0.04% | −55−0.1% | Reduced |
| Conning Inc. | 41,291 | $4.76M | 0.16% | −141−0.3% | Reduced |
| Spinnaker Trust | 41,264 | $4.76M | 0.35% | −590−1.4% | Reduced |
| TFC Financial Management | 41,197 | $4.75M | 1.17% | +64+0.2% | Added |
| SlateStone Wealth, LLC | 41,120 | $4.75M | 0.89% | −970−2.3% | Reduced |
| Whitener Capital Management, Inc. | 40,966 | $4.73M | 1.81% | +21+0.1% | Added |
| Bray Capital Advisors | 40,914 | $4.72M | 1.42% | −1,461−3.4% | Reduced |
| Meritage Portfolio Management | 40,851 | $4.71M | 0.33% | +1,526+3.9% | Added |
| Birmingham Capital Management Co Inc | 40,830 | $4.71M | 1.97% | −8,493−17.2% | Reduced |
| Strategic Global Advisors, LLC | 40,615 | $4.69M | 0.72% | +24,851+157.6% | Added |
| TNF LLC | 40,595 | $4.68M | 2.04% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 40,580 | $4.68M | 0.62% | −520−1.3% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 40,510 | $4.67M | 0.98% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 40,453 | $4.67M | 0.50% | +2,061+5.4% | Added |
| Hilltop Holdings Inc. | 40,377 | $4.66M | 0.58% | −1,937−4.6% | Reduced |
| Westover Capital Advisors, LLC | 40,356 | $4.66M | 1.62% | −47−0.1% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 40,180 | $4.64M | 2.32% | +695+1.8% | Added |
| Texas Yale Capital Corp. | 40,108 | $4.63M | 0.22% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 40,033 | $4.62M | 0.38% | −305−0.8% | Reduced |
| Capital Planning Advisors, LLC | 40,005 | $4.62M | 0.94% | −670−1.6% | Reduced |
| RBA Wealth Management, LLC | 39,998 | $4.62M | 2.15% | +340+0.9% | Added |
| Change Path, LLC | 39,931 | $4.61M | 0.21% | +464+1.2% | Added |