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 |
|---|---|---|---|---|---|
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $2.32M | 1.89% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 20,090 | $2.32M | 1.86% | −553−2.7% | Reduced |
| Hemenway Trust Co LLC | 20,081 | $2.32M | 0.23% | −940−4.5% | Reduced |
| V Wealth Advisors LLC | 20,003 | $2.31M | 0.39% | −340−1.7% | Reduced |
| Meitav Dash Investments Ltd | 20,012 | $2.31M | 0.02% | +9,579+91.8% | Added |
| Ti-Trust, Inc | 19,987 | $2.31M | 2.12% | −40−0.2% | Reduced |
| Cito Capital Group, LLC | 19,856 | $2.30M | 1.05% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 19,894 | $2.30M | 1.05% | −1,648−7.7% | Reduced |
| Peak Asset Management, LLC | 19,893 | $2.30M | 0.53% | +94+0.5% | Added |
| Capstone Triton Financial Group, LLC | 19,885 | $2.29M | 1.58% | +102+0.5% | Added |
| West Oak Capital, LLC | 19,878 | $2.29M | 1.11% | −70−0.4% | Reduced |
| Stableford Capital II LLC | 21,692 | $2.29M | 1.01% | +21,692 | New |
| Fidelis Capital Partners, LLC | 19,667 | $2.27M | 0.83% | +1,325+7.2% | Added |
| Legacy Financial Advisors, Inc. | 19,661 | $2.27M | 0.42% | +1,442+7.9% | Added |
| CFS Investment Advisory Services, LLC | 19,655 | $2.27M | 0.29% | +307+1.6% | Added |
| Cornerstone Wealth Management, LLC | 19,615 | $2.26M | 0.20% | −105−0.5% | Reduced |
| CX Institutional | 19,600 | $2.26M | 0.12% | +610+3.2% | Added |
| apricus wealth, LLC | 21,374 | $2.26M | 1.98% | −200−0.9% | Reduced |
| Beaton Management Co. Inc. | 19,510 | $2.25M | 1.42% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 19,495 | $2.25M | 1.01% | +2,895+17.4% | Added |
| LMG Wealth Partners, LLC | 19,471 | $2.25M | 0.69% | +513+2.7% | Added |
| Prudent Man Advisors, LLC | 19,456 | $2.25M | 0.84% | −387−2.0% | Reduced |
| Harbour Investments, Inc. | 19,451 | $2.24M | 0.11% | −1,295−6.2% | Reduced |
| Cordatus Wealth Management LLC | 19,443 | $2.24M | 0.84% | +16,537+569.1% | Added |
| Mystic Asset Management, Inc. | 19,393 | $2.24M | 1.20% | −444−2.2% | Reduced |
| Calamos Wealth Management LLC | 19,388 | $2.24M | 0.16% | +286+1.5% | Added |
| CFM Wealth Partners LLC | 19,387 | $2.24M | 0.54% | −168−0.9% | Reduced |
| Horizon Investment Services, LLC | 19,367 | $2.23M | 1.36% | −238−1.2% | Reduced |
| TrimTabs Asset Management, LLC | 19,304 | $2.23M | 1.12% | +4,815+33.2% | Added |
| Founders Financial Alliance, LLC | 19,279 | $2.22M | 0.88% | +3,589+22.9% | Added |
| Adell Harriman & Carpenter Inc | 19,424 | $2.22M | 0.23% | +3,350+20.8% | Added |
| Bristlecone Advisors, LLC | 19,227 | $2.22M | 0.22% | +174+0.9% | Added |
| First Citizens Bank & Trust Co | 19,207 | $2.22M | 0.04% | −862−4.3% | Reduced |
| Altfest L J & Co Inc | 19,208 | $2.22M | 0.33% | −424−2.2% | Reduced |
| Sweet Financial Partners, LLC | 19,163 | $2.21M | 0.58% | +3,037+18.8% | Added |
| Princeton Global Asset Management LLC | 19,155 | $2.21M | 0.65% | −16,040−45.6% | Reduced |
| Mountain Capital Investment Advisors, Inc | 20,309 | $2.21M | 0.83% | −6,209−23.4% | Reduced |
| Kendall Capital Management | 19,145 | $2.21M | 0.97% | +460+2.5% | Added |
| Vise Technologies, Inc. | 19,143 | $2.21M | 0.53% | −2,066−9.7% | Reduced |
| Insigneo Advisory Services, LLC | 19,021 | $2.21M | 0.42% | +6,479+51.7% | Added |
| WBH Advisory Inc | 19,065 | $2.20M | 0.26% | −738−3.7% | Reduced |
| Southern Capital Advisors, LLC | 19,061 | $2.20M | 1.68% | −1,243−6.1% | Reduced |
| Virtue Capital Management, LLC | 19,307 | $2.20M | 0.37% | +1,434+8.0% | Added |
| Capital International Sarl | 19,003 | $2.19M | 0.10% | −775−3.9% | Reduced |
| Insight Wealth Strategies, LLC | 18,990 | $2.19M | 0.42% | −436−2.2% | Reduced |
| Enterprise Financial Services Corp | 18,982 | $2.19M | 1.39% | −220−1.1% | Reduced |
| Geller Advisors LLC | 18,811 | $2.18M | 0.27% | +11,650+162.7% | Added |
| Coho Partners, Ltd. | 18,897 | $2.18M | 0.04% | 00.0% | Unchanged |
| Wealthquest Corp | 18,835 | $2.17M | 0.26% | −3,091−14.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 18,696 | $2.17M | 0.63% | −137−0.7% | Reduced |
| Gillespie Robinson & Grimm Inc | 18,756 | $2.16M | 0.20% | −244−1.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,706 | $2.16M | 0.52% | +1,785+10.5% | Added |
| Beacon Financial Group | 18,998 | $2.16M | 0.29% | −349−1.8% | Reduced |
| Pacific Global Investment Management CO | 18,671 | $2.15M | 0.44% | −1,023−5.2% | Reduced |
| Howe & Rusling Inc | 18,662 | $2.15M | 0.24% | +363+2.0% | Added |
| Dudley Capital Management, LLC | 18,657 | $2.15M | 1.45% | +1,277+7.3% | Added |
| Montecito Bank & Trust | 18,642 | $2.15M | 0.49% | −779−4.0% | Reduced |
| Parcion Private Wealth LLC | 18,577 | $2.14M | 0.22% | +1,586+9.3% | Added |
| WealthShield Partners, LLC | 18,412 | $2.14M | 0.32% | +295+1.6% | Added |
| Investors Asset Management of Georgia Inc | 18,493 | $2.13M | 1.10% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 18,476 | $2.13M | 1.61% | −100−0.5% | Reduced |
| Wintrust Investments LLC | 18,415 | $2.13M | 0.21% | +18,415 | New |
| Burke & Herbert Bank & Trust Co | 18,414 | $2.12M | 1.44% | −25−0.1% | Reduced |
| Guardian Investment Management | 18,400 | $2.12M | 1.83% | −5,300−22.4% | Reduced |
| Thompson Investment Management, Inc. | 18,363 | $2.12M | 0.34% | −1,300−6.6% | Reduced |
| Spirit of America Management Corp | 18,350 | $2.12M | 0.48% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 18,312 | $2.11M | 1.88% | −615−3.2% | Reduced |
| Nwam LLC | 18,284 | $2.11M | 0.17% | +120+0.7% | Added |
| Hall Capital Management Co Inc | 18,279 | $2.11M | 1.19% | +4,064+28.6% | Added |
| Sage Mountain Advisors LLC | 18,264 | $2.11M | 0.30% | +762+4.4% | Added |
| Centric Wealth Management | 19,152 | $2.11M | 0.84% | +531+2.9% | Added |
| Windsor Capital Management, LLC | 18,206 | $2.10M | 0.70% | −241−1.3% | Reduced |
| Diligent Investors, LLC | 18,173 | $2.10M | 0.62% | −372−2.0% | Reduced |
| Lebenthal Global Advisors, LLC | 18,170 | $2.10M | 0.61% | +1,250+7.4% | Added |
| Alliance Wealth Advisors, LLC | 18,121 | $2.09M | 1.49% | −294−1.6% | Reduced |
| Hedges Asset Management LLC | 18,050 | $2.08M | 1.76% | +750+4.3% | Added |
| Glassman Wealth Services | 18,045 | $2.08M | 0.34% | +7,924+78.3% | Added |
| Sentinel Trust Co Lba | 18,045 | $2.08M | 0.28% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 18,004 | $2.08M | 0.39% | +18,004 | New |
| Paradigm Financial Partners, LLC | 17,994 | $2.08M | 0.56% | −4,163−18.8% | Reduced |
| Apexium Financial, LP | 17,887 | $2.08M | 0.18% | +253+1.4% | Added |
| Bowman & Co S.C. | 17,969 | $2.07M | 1.57% | +896+5.2% | Added |
| Insight Inv LLC | 17,969 | $2.07M | 2.13% | −110−0.6% | Reduced |
| Vectors Research Management, LLC | 17,961 | $2.07M | 0.59% | −1,036−5.5% | Reduced |
| Notis-McConarty Edward | 17,900 | $2.07M | 0.79% | −100−0.6% | Reduced |
| Blodgett Wealth Advisors, LLC | 17,863 | $2.06M | 2.14% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 17,854 | $2.06M | 0.73% | +1,741+10.8% | Added |
| Fundamentun, LLC | 17,847 | $2.06M | 0.32% | +1,868+11.7% | Added |
| Blue Edge Capital, LLC | 17,847 | $2.06M | 0.41% | 00.0% | Unchanged |
| True North Advisors, LLC | 17,799 | $2.05M | 0.58% | −1,693−8.7% | Reduced |
| Integrated Investment Consultants, LLC | 17,795 | $2.05M | 0.65% | +136+0.8% | Added |
| Sentry Investment Management LLC | 17,785 | $2.05M | 0.78% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 17,774 | $2.05M | 0.28% | +257+1.5% | Added |
| Wealth Dimensions Group, Ltd. | 17,771 | $2.05M | 0.75% | +777+4.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,755 | $2.05M | 0.08% | +1,008+6.0% | Added |
| Whalerock Point Partners, LLC | 17,747 | $2.05M | 0.69% | −36−0.2% | Reduced |
| Wolverine Trading, LLC | 17,991 | $2.04M | 0.03% | +17,991 | New |
| Smallwood Wealth Investment Management, LLC | 17,691 | $2.04M | 1.82% | −492−2.7% | Reduced |
| Oakworth Capital, Inc. | 17,636 | $2.04M | 0.17% | +402+2.3% | Added |
| Riggs Asset Managment Co. Inc. | 17,632 | $2.03M | 0.72% | +399+2.3% | Added |