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 |
|---|---|---|---|---|---|
| Benjamin Edwards Inc | 32,587 | $3.76M | 0.87% | −4,148−11.3% | Reduced |
| Iowa State Bank | 32,548 | $3.76M | 0.94% | −397−1.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 32,001 | $3.72M | 0.27% | −73−0.2% | Reduced |
| Delta Financial Group, Inc. | 32,207 | $3.72M | 4.36% | −30.0% | Reduced |
| Secure Asset Management, LLC | 32,186 | $3.71M | 1.13% | +689+2.2% | Added |
| Madison Asset Management, LLC | 31,988 | $3.69M | 0.05% | −1,098−3.3% | Reduced |
| Atlantic Trust, LLC | 32,124 | $3.69M | 1.18% | +1,662+5.5% | Added |
| Wilkinson Global Asset Management LLC | 31,825 | $3.67M | 0.28% | −300−0.9% | Reduced |
| Smithfield Trust Co | 31,815 | $3.67M | 0.22% | −198−0.6% | Reduced |
| PFG Advisors | 31,793 | $3.67M | 0.28% | +4,401+16.1% | Added |
| CAPROCK Group, Inc. | 31,581 | $3.67M | 0.27% | +2,146+7.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $3.66M | 1.02% | 00.0% | Unchanged |
| Harbor Advisory Corp | 31,686 | $3.66M | 1.29% | −547−1.7% | Reduced |
| Financial Partners Group, LLC | 31,657 | $3.65M | 1.84% | −278−0.9% | Reduced |
| 44 Wealth Management LLC | 31,608 | $3.65M | 1.24% | +429+1.4% | Added |
| Optimas Capital Ltd | 31,400 | $3.62M | 4.19% | +31,400 | New |
| Owen LaRue, LLC | 31,675 | $3.62M | 3.81% | −356−1.1% | Reduced |
| Arden Trust Co | 31,335 | $3.62M | 0.59% | −5,841−15.7% | Reduced |
| Stokes Capital Advisors, LLC | 31,298 | $3.61M | 1.22% | −1,397−4.3% | Reduced |
| Blue Fin Capital, Inc. | 31,285 | $3.61M | 1.03% | +20.0% | Added |
| Abbot Financial Management, Inc. | 31,271 | $3.61M | 2.32% | −959−3.0% | Reduced |
| BFSG, LLC | 31,163 | $3.60M | 0.61% | +2,059+7.1% | Added |
| Quadrant Capital Group LLC | 31,126 | $3.59M | 0.36% | −384−1.2% | Reduced |
| Checchi Capital Advisers, LLC | 30,952 | $3.57M | 0.32% | +90.0% | Added |
| Pinkerton Retirement Specialists, LLC | 30,913 | $3.57M | 0.70% | −444−1.4% | Reduced |
| Asio Capital, LLC | 30,899 | $3.57M | 0.87% | +36+0.1% | Added |
| Nicollet Investment Management, Inc. | 30,895 | $3.56M | 1.59% | −467−1.5% | Reduced |
| Main Street Financial Solutions, LLC | 30,850 | $3.56M | 0.48% | −220−0.7% | Reduced |
| Proequities, Inc. | 30,650 | $3.56M | 0.27% | +422+1.4% | Added |
| Silicon Valley Capital Partners | 30,839 | $3.56M | 0.66% | +3,646+13.4% | Added |
| Essex LLC | 30,784 | $3.55M | 0.99% | −738−2.3% | Reduced |
| First City Capital Management, Inc. | 30,755 | $3.55M | 2.09% | −881−2.8% | Reduced |
| Cigna Investments Inc | 30,749 | $3.55M | 0.66% | +60.0% | Added |
| Accurate Wealth Management, LLC | 32,908 | $3.53M | 1.10% | +20,002+155.0% | Added |
| Aries Wealth Management | 30,587 | $3.53M | 1.37% | −360−1.2% | Reduced |
| Ascent Group, LLC | 33,163 | $3.53M | 0.39% | −10,182−23.5% | Reduced |
| CoreCap Advisors, LLC | 30,530 | $3.52M | 0.25% | +30,530 | New |
| Townsend & Associates, Inc | 32,683 | $3.51M | 0.90% | −2,300−6.6% | Reduced |
| Costello Asset Management, INC | 30,396 | $3.51M | 3.00% | +213+0.7% | Added |
| Silvant Capital Management LLC | 30,138 | $3.50M | 0.20% | −120.0% | Reduced |
| EagleClaw Capital Managment, LLC | 30,313 | $3.50M | 0.80% | −855−2.7% | Reduced |
| Duncker Streett & Co Inc | 30,126 | $3.48M | 0.78% | −389−1.3% | Reduced |
| Red Cedar Investment Management, LLC | 30,112 | $3.47M | 0.53% | +7,367+32.4% | Added |
| Vickerman Investment Advisors, Inc. | 30,055 | $3.47M | 1.35% | −503−1.6% | Reduced |
| Welch Group, LLC | 30,045 | $3.47M | 0.20% | +255+0.9% | Added |
| SFMG, LLC | 29,878 | $3.45M | 0.35% | −12,399−29.3% | Reduced |
| Telemus Capital, LLC | 29,866 | $3.45M | 0.29% | +135+0.5% | Added |
| Stonebridge Capital Management Inc | 29,747 | $3.43M | 1.60% | −650−2.1% | Reduced |
| Essex Savings Bank | 29,723 | $3.43M | 1.14% | +354+1.2% | Added |
| River Wealth Advisors LLC | 29,667 | $3.42M | 0.58% | +3,219+12.2% | Added |
| Wisconsin Capital Management LLC | 29,649 | $3.42M | 2.22% | −2,800−8.6% | Reduced |
| IMA Wealth, Inc. | 29,642 | $3.42M | 0.88% | −208−0.7% | Reduced |
| IHT Wealth Management, LLC | 29,592 | $3.41M | 0.18% | +3,485+13.3% | Added |
| Hall Laurie J Trustee | 29,575 | $3.41M | 1.35% | 00.0% | Unchanged |
| Windward Capital Management Co | 29,548 | $3.41M | 0.31% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 29,509 | $3.40M | 1.30% | +29,509 | New |
| BerganKDV Wealth Management, LLC | 29,451 | $3.40M | 0.34% | −854−2.8% | Reduced |
| Money Concepts Capital Corp | 29,425 | $3.40M | 0.35% | −25,720−46.6% | Reduced |
| Chelsea Counsel Co | 29,221 | $3.39M | 1.67% | 00.0% | Unchanged |
| Community Trust & Investment Co | 29,342 | $3.39M | 0.27% | +76+0.3% | Added |
| Independent Financial Group, LLC | 29,334 | $3.38M | 0.23% | +2,830+10.7% | Added |
| Harvey Investment Co LLC | 29,288 | $3.38M | 0.44% | +34+0.1% | Added |
| Centre Asset Management, LLC | 29,275 | $3.38M | 0.75% | +953+3.4% | Added |
| Axxcess Wealth Management, LLC | 29,211 | $3.37M | 0.24% | −1,723−5.6% | Reduced |
| Forum Financial Management, LP | 29,175 | $3.37M | 0.08% | +1,477+5.3% | Added |
| Legacy Private Trust Co. | 29,173 | $3.37M | 0.28% | −2,220−7.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 29,155 | $3.36M | 1.11% | −3,176−9.8% | Reduced |
| Trust Asset Management LLC | 29,128 | $3.36M | 0.35% | 00.0% | Unchanged |
| Berkeley, Inc | 29,087 | $3.36M | 2.26% | +75+0.3% | Added |
| Johnson Financial Group, Inc. | 29,008 | $3.35M | 0.23% | +1,256+4.5% | Added |
| First PREMIER Bank | 29,061 | $3.35M | 0.96% | −66−0.2% | Reduced |
| Csenge Advisory Group | 29,044 | $3.35M | 0.22% | +725+2.6% | Added |
| Golden State Equity Partners | 29,033 | $3.35M | 0.94% | +6,538+29.1% | Added |
| Callahan Advisors, LLC | 28,996 | $3.35M | 0.41% | −328−1.1% | Reduced |
| Inscription Capital, LLC | 28,967 | $3.34M | 1.04% | −768−2.6% | Reduced |
| Patton Fund Management, Inc. | 28,905 | $3.34M | 0.97% | +13,497+87.6% | Added |
| Nordwand Advisors, LLC | 28,720 | $3.31M | 0.57% | +27,799+3,018.3% | Added |
| BDO Wealth Advisors, LLC | 28,658 | $3.31M | 0.38% | +4,663+19.4% | Added |
| Shoker Investment Counsel, Inc. | 28,610 | $3.30M | 1.38% | −207−0.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 31,224 | $3.30M | 1.74% | −782−2.4% | Reduced |
| AIMZ Investment Advisors, LLC | 28,559 | $3.30M | 1.42% | −164−0.6% | Reduced |
| Capital Investment Advisory Services, LLC | 28,552 | $3.29M | 0.33% | +332+1.2% | Added |
| Geneos Wealth Management Inc. | 28,543 | $3.29M | 0.17% | −39,458−58.0% | Reduced |
| Laidlaw Wealth Management LLC | 28,497 | $3.29M | 0.64% | +444+1.6% | Added |
| Strengthening Families & Communities, LLC | 28,498 | $3.29M | 1.43% | +3,001+11.8% | Added |
| Hartford Financial Management Inc. | 28,425 | $3.28M | 0.81% | −2,646−8.5% | Reduced |
| Mayflower Financial Advisors, LLC | 28,397 | $3.28M | 0.42% | −474−1.6% | Reduced |
| BigSur Wealth Management LLC | 28,133 | $3.27M | 1.56% | −2,270−7.5% | Reduced |
| RNC Capital Management LLC | 28,146 | $3.25M | 0.18% | +19,669+232.0% | Added |
| Financial Advisory Service, Inc. | 28,138 | $3.25M | 0.41% | +1,973+7.5% | Added |
| Brandywine Oak Private Wealth LLC | 28,134 | $3.25M | 0.36% | −419−1.5% | Reduced |
| Pensionfund Sabic | 28,100 | $3.24M | 1.09% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 28,095 | $3.24M | 1.89% | +12,910+85.0% | Added |
| Advisor OS, LLC | 27,904 | $3.22M | 0.53% | +4,059+17.0% | Added |
| Brighton Jones LLC | 27,904 | $3.22M | 0.16% | +628+2.3% | Added |
| Liontrust Investment Partners LLP | 27,872 | $3.22M | 0.05% | −3,680−11.7% | Reduced |
| Alpha DNA Investment Management LLC | 27,858 | $3.21M | 1.82% | +15,753+130.1% | Added |
| Clarius Group, LLC | 27,808 | $3.21M | 0.25% | +1,832+7.1% | Added |
| Duff & Phelps Investment Management Co | 27,792 | $3.21M | 0.04% | +415+1.5% | Added |
| HBK Investments L P | 27,712 | $3.20M | 0.10% | +27,712 | New |