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 |
|---|---|---|---|---|---|
| White Pine Capital LLC | 39,642 | $4.57M | 1.71% | −776−1.9% | Reduced |
| Petredis Investment Advisors LLC | 39,636 | $4.57M | 0.63% | +20+0.1% | Added |
| AdvisorNet Financial, Inc | 39,582 | $4.57M | 0.39% | −1,023−2.5% | Reduced |
| Waldron Private Wealth LLC | 39,302 | $4.56M | 0.23% | −893−2.2% | Reduced |
| Consolidated Planning Corp | 39,472 | $4.55M | 0.96% | +2,387+6.4% | Added |
| Foundations Investment Advisors, LLC | 39,469 | $4.55M | 0.15% | +2,483+6.7% | Added |
| Ziegler Capital Management, LLC | 39,286 | $4.53M | 0.17% | −620−1.6% | Reduced |
| First National Bank & Trust Co of Newtown | 39,195 | $4.52M | 0.97% | −101−0.3% | Reduced |
| Keel Point, LLC | 39,165 | $4.52M | 0.60% | −2,216−5.4% | Reduced |
| KMG Fiduciary Partners, LLC | 39,069 | $4.51M | 0.58% | −2,939−7.0% | Reduced |
| Arete Wealth Advisors, LLC | 39,057 | $4.51M | 0.40% | −4,206−9.7% | Reduced |
| First Hawaiian Bank | 38,777 | $4.47M | 0.15% | +21,242+121.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 38,905 | $4.46M | 0.11% | −17,791−31.4% | Reduced |
| Cobblestone Capital Advisors LLC | 38,692 | $4.46M | 0.32% | −988−2.5% | Reduced |
| Uncommon Cents Investing LLC | 38,663 | $4.46M | 1.58% | −350−0.9% | Reduced |
| Horan Capital Advisors, LLC. | 38,656 | $4.46M | 1.74% | +85+0.2% | Added |
| Hancock Whitney Corp | 38,545 | $4.45M | 0.17% | +1,800+4.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 38,398 | $4.43M | 1.46% | +2,327+6.5% | Added |
| Butensky & Cohen Financial Security, Inc | 38,393 | $4.43M | 1.59% | −2,335−5.7% | Reduced |
| Red Spruce Capital, LLC | 38,385 | $4.43M | 2.39% | −13,875−26.5% | Reduced |
| Legacy CG, LLC | 38,314 | $4.42M | 2.17% | +1,581+4.3% | Added |
| Tower Research Capital LLC (TRC) | 38,182 | $4.41M | 0.15% | −41,758−52.2% | Reduced |
| Lifeworks Advisors, LLC | 38,128 | $4.40M | 1.87% | +4,180+12.3% | Added |
| Schnieders Capital Management LLC | 37,911 | $4.37M | 0.91% | +91+0.2% | Added |
| Shepherd Financial Partners LLC | 37,825 | $4.36M | 0.68% | +365+1.0% | Added |
| McGinn Investment Management, Inc. | 37,726 | $4.35M | 3.14% | +373+1.0% | Added |
| Codex Capital, L.L.C. | 38,250 | $4.35M | 2.80% | +38,250 | New |
| GQG Partners LLC | 37,580 | $4.34M | 0.01% | 00.0% | Unchanged |
| Huber Capital Management LLC | 37,370 | $4.31M | 1.04% | +3,000+8.7% | Added |
| GSB Wealth Management, LLC | 37,282 | $4.30M | 1.40% | +1,524+4.3% | Added |
| Essex Financial Services, Inc. | 37,279 | $4.30M | 0.49% | −1,204−3.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 37,248 | $4.30M | 2.10% | +8,775+30.8% | Added |
| Beech Hill Advisors, Inc. | 37,076 | $4.28M | 2.08% | −75−0.2% | Reduced |
| Leelyn Smith, LLC | 36,974 | $4.27M | 1.03% | −296−0.8% | Reduced |
| Intrust Bank NA | 36,771 | $4.24M | 0.51% | +125+0.3% | Added |
| Wahed Invest LLC | 36,684 | $4.23M | 1.49% | +4,245+13.1% | Added |
| Moreno Evelyn V | 36,682 | $4.23M | 0.90% | −350−0.9% | Reduced |
| Cornerstone Wealth Group, LLC | 36,543 | $4.22M | 0.76% | +32,863+893.0% | Added |
| Morse Asset Management, Inc | 36,540 | $4.22M | 1.28% | +11,210+44.3% | Added |
| Holderness Investments Co | 36,484 | $4.21M | 1.56% | +1,368+3.9% | Added |
| NEIRG Wealth Management, LLC | 36,420 | $4.20M | 0.77% | −5,521−13.2% | Reduced |
| Global Retirement Partners, LLC | 36,365 | $4.20M | 0.20% | −984−2.6% | Reduced |
| Herold Advisors, Inc. | 36,362 | $4.20M | 1.28% | +1,513+4.3% | Added |
| Allen Investment Management LLC | 36,338 | $4.19M | 0.06% | 00.0% | Unchanged |
| DF Dent & Co Inc | 36,332 | $4.19M | 0.06% | −8,050−18.1% | Reduced |
| Marino, Stram & Associates LLC | 36,238 | $4.18M | 1.18% | −283−0.8% | Reduced |
| Family Legacy, Inc. | 36,143 | $4.17M | 1.68% | −29−0.1% | Reduced |
| Nelson Capital Management, LLC | 36,094 | $4.17M | 1.08% | −703−1.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 36,082 | $4.16M | 3.08% | 00.0% | Unchanged |
| South State Corp. | 36,050 | $4.16M | 0.37% | +693+2.0% | Added |
| St Germain D J Co Inc | 35,994 | $4.15M | 0.22% | +35,994 | New |
| Cox Capital Mgt LLC | 35,947 | $4.15M | 3.06% | −1,242−3.3% | Reduced |
| Signature Wealth Management Group | 35,907 | $4.14M | 1.93% | −1,032−2.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 35,771 | $4.13M | 0.53% | +61+0.2% | Added |
| Chilton Capital Management LLC | 35,665 | $4.12M | 0.23% | +1,112+3.2% | Added |
| Washington Trust Co | 35,554 | $4.10M | 0.17% | −681−1.9% | Reduced |
| Atlas Private Wealth Advisors | 35,458 | $4.09M | 0.83% | +15,044+73.7% | Added |
| Trustmark National Bank Trust Department | 35,386 | $4.08M | 0.38% | −9,286−20.8% | Reduced |
| Charter Research & Investment Group, Inc. | 35,342 | $4.08M | 3.38% | −225−0.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 36,612 | $4.06M | 1.02% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 35,192 | $4.06M | 2.80% | +4,189+13.5% | Added |
| Pettee Investors, Inc. | 35,158 | $4.06M | 1.84% | 00.0% | Unchanged |
| RFG Advisory, LLC | 35,115 | $4.05M | 0.18% | −1,242−3.4% | Reduced |
| Opus Investment Management Inc | 35,000 | $4.04M | 1.45% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | 34,996 | $4.04M | 1.46% | −633−1.8% | Reduced |
| Stonegate Investment Group, LLC | 34,921 | $4.03M | 0.14% | −222−0.6% | Reduced |
| Harbour Capital Advisors, LLC | 35,072 | $4.01M | 1.18% | −827−2.3% | Reduced |
| Lake Street Financial LLC | 34,718 | $4.01M | 0.70% | −487−1.4% | Reduced |
| Fred Alger Management, LLC | 34,657 | $4.00M | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 34,590 | $3.99M | 0.68% | +696+2.1% | Added |
| Altrius Capital Management Inc | 34,557 | $3.99M | 1.18% | +336+1.0% | Added |
| Tealwood Asset Management Inc | 34,530 | $3.98M | 1.94% | −93−0.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 34,515 | $3.98M | 1.46% | 00.0% | Unchanged |
| Graypoint LLC | 34,501 | $3.98M | 0.40% | −198−0.6% | Reduced |
| Veriti Management LLC | 34,470 | $3.98M | 0.44% | +2,419+7.5% | Added |
| Pegasus Asset Management, Inc. | 34,367 | $3.97M | 1.77% | −542−1.6% | Reduced |
| Keene & Associates, Inc. | 34,365 | $3.97M | 3.08% | −55−0.2% | Reduced |
| Court Place Advisors, LLC | 34,167 | $3.94M | 1.38% | −497−1.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $3.92M | 1.41% | 00.0% | Unchanged |
| Romano Brothers and Company | 33,993 | $3.92M | 0.58% | −73−0.2% | Reduced |
| Searle & Co. | 36,690 | $3.91M | 1.21% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 33,909 | $3.91M | 0.94% | −1,183−3.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 33,896 | $3.91M | 2.76% | +281+0.8% | Added |
| Confluence Wealth Services, Inc. | 33,674 | $3.89M | 0.83% | −375−1.1% | Reduced |
| Chiron Investment Management, LLC | 33,651 | $3.88M | 1.09% | +33,651 | New |
| Marathon Capital Management | 33,634 | $3.88M | 0.96% | −850−2.5% | Reduced |
| DT Investment Partners, LLC | 36,860 | $3.88M | 0.44% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 33,574 | $3.87M | 0.91% | +215+0.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 33,350 | $3.85M | 0.04% | −2,850−7.9% | Reduced |
| Brookfield Asset Management Inc. | 33,258 | $3.84M | 0.02% | −161,708−82.9% | Reduced |
| EverSource Wealth Advisors, LLC | 33,241 | $3.84M | 0.42% | +562+1.7% | Added |
| 3Chopt Investment Partners, LLC | 32,999 | $3.83M | 1.92% | −1,281−3.7% | Reduced |
| Deseret Mutual Benefit Administrators | 33,137 | $3.82M | 1.49% | −368−1.1% | Reduced |
| Fund Management at Engine No. 1 LLC | 33,034 | $3.81M | 0.70% | +2,281+7.4% | Added |
| Alpha Omega Wealth Management LLC | 32,916 | $3.80M | 0.64% | −367−1.1% | Reduced |
| Means Investment Co., Inc. | 32,884 | $3.79M | 0.60% | −251−0.8% | Reduced |
| Arvest Trust Co N A | 35,397 | $3.78M | 0.22% | +827+2.4% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 32,662 | $3.77M | 3.22% | −2,000−5.8% | Reduced |
| Prestige Wealth Management Group LLC | 32,418 | $3.76M | 0.89% | −6,087−15.8% | Reduced |
| Sumitomo Life Insurance Co | 32,587 | $3.76M | 0.17% | −3,160−8.8% | Reduced |