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 |
|---|---|---|---|---|---|
| Nippon Life Global Investors Americas, Inc. | 27,640 | $3.19M | 0.22% | 00.0% | Unchanged |
| Archer Investment Corp | 27,589 | $3.18M | 1.13% | −764−2.7% | Reduced |
| Graphene Investments SAS | 27,500 | $3.17M | 2.09% | −2,500−8.3% | Reduced |
| Northstar Group, Inc. | 27,482 | $3.17M | 0.74% | +150+0.5% | Added |
| Western Wealth Management, LLC | 27,465 | $3.17M | 0.27% | +755+2.8% | Added |
| Kensington Investment Counsel, LLC | 27,441 | $3.17M | 2.01% | +3,369+14.0% | Added |
| Allegheny Financial Group LTD | 27,415 | $3.16M | 1.50% | −2,452−8.2% | Reduced |
| Cubic Asset Management, LLC | 27,385 | $3.16M | 0.85% | −125−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 27,358 | $3.16M | 0.44% | +341+1.3% | Added |
| Stolper Co | 27,305 | $3.15M | 1.33% | −397−1.4% | Reduced |
| Legacy Capital Group California, Inc. | 27,218 | $3.14M | 1.29% | +235+0.9% | Added |
| Watchman Group, Inc. | 27,214 | $3.14M | 1.56% | +1,995+7.9% | Added |
| Rehmann Capital Advisory Group | 27,210 | $3.14M | 0.28% | −122−0.4% | Reduced |
| Mission Wealth Management, LP | 27,171 | $3.14M | 0.12% | +547+2.1% | Added |
| Commerzbank Aktiengesellschaft | 26,967 | $3.11M | 0.15% | +3,483+14.8% | Added |
| Transamerica Financial Advisors, Inc. | 26,946 | $3.11M | 0.40% | −210−0.8% | Reduced |
| Stone Point Wealth LLC | 26,910 | $3.11M | 1.29% | +8,196+43.8% | Added |
| Keystone Financial Group | 26,844 | $3.10M | 0.53% | +26,844 | New |
| TBH Global Asset Management, LLC | 26,818 | $3.09M | 0.61% | −120.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 26,780 | $3.09M | 0.33% | −394−1.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 26,753 | $3.09M | 0.83% | +1,363+5.4% | Added |
| Thoroughbred Financial Services, LLC | 26,681 | $3.08M | 0.40% | +865+3.4% | Added |
| Horizon Kinetics Asset Management LLC | 26,663 | $3.08M | 0.07% | −499−1.8% | Reduced |
| Jmac Enterprises LLC | 26,601 | $3.07M | 0.76% | +1,489+5.9% | Added |
| LGT Fund Management Co Ltd. | 26,600 | $3.07M | 1.41% | +20,000+303.0% | Added |
| Murphy Pohlad Asset Management LLC | 26,591 | $3.07M | 1.32% | −970−3.5% | Reduced |
| 180 Wealth Advisors, LLC | 26,806 | $3.06M | 0.67% | −4,224−13.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 26,530 | $3.06M | 0.98% | +26,530 | New |
| Mechanics Bank Trust Department | 26,461 | $3.05M | 0.49% | −589−2.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 26,437 | $3.05M | 1.05% | −475−1.8% | Reduced |
| Advisory Resource Group | 26,409 | $3.05M | 0.83% | −279−1.0% | Reduced |
| Empire Financial Management Company, LLC | 26,352 | $3.04M | 1.21% | −185−0.7% | Reduced |
| Palisade Asset Management, LLC | 26,322 | $3.04M | 0.35% | +610+2.4% | Added |
| NTV Asset Management LLC | 26,247 | $3.03M | 0.53% | +70.0% | Added |
| Tevis Investment Management | 26,240 | $3.03M | 2.96% | −456−1.7% | Reduced |
| Patten Group, Inc. | 26,214 | $3.02M | 0.86% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 26,123 | $3.01M | 0.78% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 25,967 | $3.00M | 1.27% | −125−0.5% | Reduced |
| Qtron Investments LLC | 25,888 | $2.99M | 0.57% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 25,849 | $2.98M | 0.43% | +2,248+9.5% | Added |
| Werlinich Asset Management, LLC | 25,765 | $2.97M | 2.39% | 00.0% | Unchanged |
| Cypress Capital, LLC | 25,733 | $2.97M | 0.85% | +298+1.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,658 | $2.96M | 0.08% | −1,809−6.6% | Reduced |
| Curbstone Financial Management Corp | 25,636 | $2.96M | 0.71% | −950−3.6% | Reduced |
| Wedmont Private Capital | 27,557 | $2.96M | 0.32% | +4,008+17.0% | Added |
| Lakeview Capital Partners, LLC | 25,539 | $2.95M | 0.55% | +6,916+37.1% | Added |
| Edentree Asset Management Ltd | 25,500 | $2.94M | 1.01% | +25,500 | New |
| Riverview Trust Co | 25,480 | $2.94M | 2.66% | −1,786−6.6% | Reduced |
| West Michigan Advisors, LLC | 25,465 | $2.94M | 1.17% | +3,796+17.5% | Added |
| Second Half Financial Partners, LLC | 25,459 | $2.94M | 0.67% | +25,459 | New |
| Dominguez Wealth Management Solutions, Inc. | 25,420 | $2.93M | 2.56% | −49−0.2% | Reduced |
| High Note Wealth, LLC | 25,410 | $2.93M | 1.19% | −1,894−6.9% | Reduced |
| Key Financial Inc | 25,382 | $2.93M | 0.97% | −86−0.3% | Reduced |
| StoneX Group Inc. | 25,052 | $2.91M | 0.30% | −3,701−12.9% | Reduced |
| Liberty One Investment Management, LLC | 25,126 | $2.90M | 0.38% | −462−1.8% | Reduced |
| Wellington Shields & Co., LLC | 25,116 | $2.90M | 0.68% | −1,750−6.5% | Reduced |
| Orca Investment Management, LLC | 24,826 | $2.86M | 3.12% | −303−1.2% | Reduced |
| SNS Financial Group, LLC | 24,635 | $2.86M | 0.37% | −5,545−18.4% | Reduced |
| Buckhead Capital Management LLC | 24,692 | $2.85M | 0.68% | −50−0.2% | Reduced |
| Gould Capital, LLC | 24,652 | $2.84M | 2.18% | −908−3.6% | Reduced |
| Green Square Capital Advisors LLC | 24,652 | $2.84M | 0.36% | +1,885+8.3% | Added |
| Mather Group, LLC. | 24,588 | $2.84M | 0.05% | −4,517−15.5% | Reduced |
| Miracle Mile Advisors, LLC | 24,574 | $2.84M | 0.09% | −12,055−32.9% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 24,517 | $2.83M | 0.83% | +11,230+84.5% | Added |
| Financial Advocates Investment Management | 24,500 | $2.83M | 0.21% | +967+4.1% | Added |
| Affinity Investment Advisors, LLC | 24,488 | $2.83M | 1.64% | −6,073−19.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 24,482 | $2.82M | 0.82% | +14,183+137.7% | Added |
| Headinvest, LLC | 26,244 | $2.82M | 0.61% | −1,348−4.9% | Reduced |
| Brendel Financial Advisors LLC | 24,405 | $2.82M | 4.24% | −196−0.8% | Reduced |
| AlphaCore Capital LLC | 24,182 | $2.81M | 0.45% | +9,649+66.4% | Added |
| Summit Trail Advisors, LLC | 24,086 | $2.80M | 0.11% | +6,407+36.2% | Added |
| Mach-1 Financial Group, Inc. | 24,222 | $2.79M | 1.12% | +23,813+5,822.2% | Added |
| Hudock, Inc. | 24,221 | $2.79M | 0.66% | −14−0.1% | Reduced |
| Sculati Wealth Management, LLC | 24,163 | $2.79M | 1.40% | −50.0% | Reduced |
| Jeppson Wealth Management, LLC | 24,145 | $2.79M | 1.21% | −279−1.1% | Reduced |
| Ellis Investment Partners, LLC | 24,110 | $2.78M | 0.68% | +598+2.5% | Added |
| Nilsine Partners, LLC | 23,982 | $2.77M | 0.41% | +331+1.4% | Added |
| Little House Capital LLC | 23,915 | $2.76M | 1.17% | +907+3.9% | Added |
| DAGCO, Inc. | 23,913 | $2.76M | 1.37% | +50.0% | Added |
| Fiduciary Group LLC | 23,908 | $2.76M | 0.34% | −597−2.4% | Reduced |
| New Potomac Partners, LLC | 23,888 | $2.76M | 1.82% | −357−1.5% | Reduced |
| Larson Financial Group LLC | 23,874 | $2.75M | 0.28% | +102+0.4% | Added |
| BNC Wealth Management, LLC | 23,870 | $2.75M | 1.46% | +2,159+9.9% | Added |
| Schmidt P J Investment Management Inc | 25,613 | $2.75M | 0.55% | −534−2.0% | Reduced |
| Next Level Private LLC | 24,911 | $2.74M | 1.77% | +100+0.4% | Added |
| Valley National Advisers Inc | 23,698 | $2.74M | 0.46% | −1,214−4.9% | Reduced |
| Hamilton Wealth, LLC | 23,698 | $2.73M | 0.95% | +195+0.8% | Added |
| Angeles Wealth Management, LLC | 23,688 | $2.73M | 0.37% | +337+1.4% | Added |
| Leisure Capital Management | 23,678 | $2.73M | 1.51% | −1,047−4.2% | Reduced |
| Aviance Capital Partners, LLC | 23,646 | $2.73M | 0.58% | −400−1.7% | Reduced |
| Ontario Teachers Pension Plan Board | 23,557 | $2.72M | 0.03% | −2,693−10.3% | Reduced |
| Princeton Capital Management LLC | 23,556 | $2.72M | 1.13% | +197+0.8% | Added |
| Convergence Investment Partners, LLC | 23,556 | $2.72M | 1.56% | −4,519−16.1% | Reduced |
| Fairfield, Bush & Co. | 23,522 | $2.71M | 0.75% | +127+0.5% | Added |
| Blue Chip Partners, Inc. | 23,476 | $2.71M | 0.31% | −299−1.3% | Reduced |
| 9258 Wealth Management, LLC | 23,449 | $2.71M | 0.51% | +15+0.1% | Added |
| Sheets Smith Wealth Management | 23,448 | $2.71M | 0.40% | −529−2.2% | Reduced |
| CNB Bank | 23,422 | $2.70M | 1.59% | −2,423−9.4% | Reduced |
| Kovack Advisors, Inc. | 23,361 | $2.70M | 0.35% | +3,166+15.7% | Added |
| Bank Hapoalim BM | 23,355 | $2.69M | 0.38% | −150−0.6% | Reduced |