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 |
|---|---|---|---|---|---|
| Oak Associates, Ltd | 23,150 | $2.67M | 0.21% | −15−0.1% | Reduced |
| Glynn Capital Management LLC | 23,068 | $2.66M | 0.59% | 00.0% | Unchanged |
| Capital International Inc | 23,044 | $2.66M | 0.05% | +7,550+48.7% | Added |
| Valmark Advisers, Inc. | 23,013 | $2.66M | 0.05% | +151+0.7% | Added |
| Allred Capital Management, LLC | 22,988 | $2.65M | 1.30% | −36−0.2% | Reduced |
| Malaga Cove Capital, LLC | 22,981 | $2.65M | 1.23% | −31−0.1% | Reduced |
| Baxter Bros Inc | 22,909 | $2.64M | 0.39% | −219−0.9% | Reduced |
| Gifford Fong Associates | 22,900 | $2.64M | 0.62% | 00.0% | Unchanged |
| Somerville Kurt F | 22,878 | $2.64M | 0.50% | −150−0.7% | Reduced |
| Puzo Michael J | 22,875 | $2.64M | 0.84% | −225−1.0% | Reduced |
| Long Run Wealth Advisors, LLC | 22,859 | $2.64M | 0.84% | +369+1.6% | Added |
| First County Bank | 22,855 | $2.64M | 1.28% | −2,751−10.7% | Reduced |
| Sweeney & Michel, LLC | 24,760 | $2.63M | 1.36% | +697+2.9% | Added |
| Advisors Management Group Inc | 22,774 | $2.63M | 0.78% | −265−1.2% | Reduced |
| Franklin Street Advisors Inc | 22,771 | $2.63M | 0.22% | +9,346+69.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 22,738 | $2.62M | 1.81% | −15−0.1% | Reduced |
| Bank of New Hampshire | 22,724 | $2.62M | 0.75% | +1,394+6.5% | Added |
| Hikari Power Ltd | 22,710 | $2.62M | 0.25% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 22,527 | $2.60M | 0.85% | −247−1.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 22,524 | $2.60M | 0.35% | −1,983−8.1% | Reduced |
| V-Square Quantitative Management LLC | 22,514 | $2.60M | 1.89% | +1,930+9.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 22,507 | $2.60M | 0.75% | −113−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 22,506 | $2.60M | 0.28% | −7,334−24.6% | Reduced |
| Marion Wealth Management | 22,497 | $2.60M | 0.92% | +381+1.7% | Added |
| Strategic Financial Services, Inc, | 24,448 | $2.59M | 0.19% | −38−0.2% | Reduced |
| MMBG Investment Advisors Co. | 23,043 | $2.59M | 0.31% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 22,438 | $2.59M | 0.28% | −177−0.8% | Reduced |
| Northcape Wealth Management, LLC | 22,418 | $2.59M | 0.93% | +3,964+21.5% | Added |
| International Assets Investment Management, LLC | 22,280 | $2.57M | 0.35% | −1,135−4.8% | Reduced |
| Brown Miller Wealth Management, LLC | 22,222 | $2.56M | 1.38% | +41+0.2% | Added |
| United Community Bank | 22,045 | $2.54M | 2.23% | +103+0.5% | Added |
| Paradigm Asset Management Co LLC | 21,988 | $2.54M | 0.68% | −7,200−24.7% | Reduced |
| IFG Advisory, LLC | 21,969 | $2.54M | 0.22% | +1,244+6.0% | Added |
| Shufro Rose & Co LLC | 21,963 | $2.53M | 0.23% | +244+1.1% | Added |
| Grimes & Company, Inc. | 21,946 | $2.53M | 0.09% | −246−1.1% | Reduced |
| Pure Financial Advisors, Inc. | 21,930 | $2.53M | 0.11% | −58−0.3% | Reduced |
| Lavaca Capital LLC | 21,914 | $2.53M | 0.79% | −42,832−66.2% | Reduced |
| Pflug Koory, LLC | 21,913 | $2.53M | 1.29% | −178−0.8% | Reduced |
| Peoples Financial Services Corp. | 21,894 | $2.53M | 1.13% | −189−0.9% | Reduced |
| Marcum Wealth, LLC | 21,876 | $2.52M | 0.30% | +1,229+6.0% | Added |
| Beaumont Financial Advisors, LLC | 21,875 | $2.52M | 0.23% | −112−0.5% | Reduced |
| Pitcairn Co | 21,830 | $2.52M | 0.21% | +190+0.9% | Added |
| Woodard & Co Asset Management Group Inc | 21,808 | $2.52M | 0.84% | −2,595−10.6% | Reduced |
| BBR Partners, LLC | 21,791 | $2.51M | 0.28% | −255−1.2% | Reduced |
| Van Cleef Asset Management,Inc | 21,755 | $2.51M | 0.39% | +205+1.0% | Added |
| Massachusetts Wealth Management | 21,732 | $2.51M | 2.40% | +250+1.2% | Added |
| West Paces Advisors Inc. | 21,721 | $2.51M | 0.74% | −106−0.5% | Reduced |
| Kanawha Capital Management LLC | 21,704 | $2.50M | 0.23% | +318+1.5% | Added |
| Baker Chad R | 21,700 | $2.50M | 0.59% | 00.0% | Unchanged |
| Webster Bank, N. A. | 21,666 | $2.50M | 0.32% | −1,839−7.8% | Reduced |
| Ascension Asset Management LLC | 21,649 | $2.50M | 1.53% | +21,649 | New |
| Chicago Capital, LLC | 21,607 | $2.49M | 0.11% | +285+1.3% | Added |
| Regents of the University of California | 21,600 | $2.49M | 0.31% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 21,574 | $2.49M | 0.53% | −6,636−23.5% | Reduced |
| Diamant Asset Management, Inc. | 21,540 | $2.49M | 1.90% | −160−0.7% | Reduced |
| First Foundation Advisors | 21,449 | $2.47M | 0.11% | +50+0.2% | Added |
| Ameritas Advisory Services, LLC | 22,695 | $2.47M | 0.32% | −40,140−63.9% | Reduced |
| Lineweaver Wealth Advisors, LLC | 21,414 | $2.47M | 0.70% | −35−0.2% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 21,352 | $2.46M | 0.55% | +921+4.5% | Added |
| NorthRock Partners, LLC | 21,330 | $2.46M | 0.27% | +1,098+5.4% | Added |
| Humankind Investments LLC | 21,306 | $2.46M | 0.96% | +3,792+21.7% | Added |
| TCWP LLC | 21,293 | $2.46M | 0.52% | +64+0.3% | Added |
| Joel Isaacson & Co., LLC | 21,290 | $2.46M | 0.16% | +844+4.1% | Added |
| Fruth Investment Management | 21,278 | $2.46M | 0.70% | −50−0.2% | Reduced |
| Silverlake Wealth Management LLC | 21,177 | $2.44M | 1.36% | −480−2.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 21,170 | $2.44M | 0.31% | +8,554+67.8% | Added |
| Great Diamond Partners, LLC | 21,156 | $2.44M | 0.64% | +4,029+23.5% | Added |
| Aull & Monroe Investment Management Corp | 21,146 | $2.44M | 1.23% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 21,109 | $2.44M | 1.11% | +398+1.9% | Added |
| Concord Wealth Partners | 21,107 | $2.44M | 0.52% | +8,068+61.9% | Added |
| Bridge Creek Capital Management LLC | 21,013 | $2.42M | 0.87% | −332−1.6% | Reduced |
| SWS Partners | 20,902 | $2.42M | 0.87% | −1,157−5.2% | Reduced |
| Capital Asset Advisory Services LLC | 22,572 | $2.42M | 0.17% | +894+4.1% | Added |
| Cyndeo Wealth Partners, LLC | 20,985 | $2.42M | 0.25% | +1,759+9.1% | Added |
| Penobscot Investment Management Company, Inc. | 20,953 | $2.42M | 0.40% | +264+1.3% | Added |
| Sippican Capital Advisors | 20,933 | $2.42M | 2.23% | −603−2.8% | Reduced |
| GM Advisory Group, Inc. | 20,840 | $2.40M | 0.20% | +3,695+21.6% | Added |
| Wulff, Hansen & Co. | 20,828 | $2.40M | 2.69% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 20,826 | $2.40M | 0.62% | +909+4.6% | Added |
| Roberts Wealth Advisors, LLC | 20,816 | $2.40M | 1.06% | +105+0.5% | Added |
| HCR Wealth Advisors | 20,765 | $2.40M | 0.44% | −93−0.4% | Reduced |
| IVC Wealth Advisors LLC | 20,718 | $2.39M | 1.51% | −62−0.3% | Reduced |
| Forte Capital LLC | 20,711 | $2.39M | 0.34% | −122−0.6% | Reduced |
| Boyd Watterson Asset Management LLC | 20,678 | $2.39M | 0.95% | −245−1.2% | Reduced |
| Copperwynd Financial, LLC | 20,657 | $2.38M | 1.11% | −299−1.4% | Reduced |
| AlphaStar Capital Management, LLC | 20,598 | $2.38M | 0.27% | −266−1.3% | Reduced |
| LCNB Corp | 20,563 | $2.37M | 1.01% | −300−1.4% | Reduced |
| Alliance Wealth Advisors, LLC | 20,463 | $2.36M | 0.88% | −6,313−23.6% | Reduced |
| Sawyer & Company, Inc | 20,346 | $2.35M | 1.07% | −1,675−7.6% | Reduced |
| American National Bank | 20,347 | $2.35M | 0.40% | +6,841+50.7% | Added |
| Wallace Capital Management Inc. | 20,339 | $2.35M | 0.36% | −316−1.5% | Reduced |
| SageView Advisory Group, LLC | 20,319 | $2.34M | 0.13% | +900+4.6% | Added |
| Northern Financial Advisors Inc | 20,301 | $2.34M | 2.06% | −12−0.1% | Reduced |
| Grace & White Inc | 20,267 | $2.34M | 0.43% | 00.0% | Unchanged |
| Plancorp, LLC | 20,246 | $2.34M | 0.13% | +102+0.5% | Added |
| Family Capital Trust Co | 20,232 | $2.33M | 0.81% | 00.0% | Unchanged |
| Smith, Moore & Co. | 20,185 | $2.33M | 0.30% | +874+4.5% | Added |
| Insight Advisors, LLC | 20,181 | $2.33M | 0.52% | +45+0.2% | Added |
| Westwood Holdings Group Inc. | 20,172 | $2.33M | 0.02% | −686−3.3% | Reduced |
| Transatlantique Private Wealth LLC | 20,132 | $2.32M | 1.21% | −1,302−6.1% | Reduced |