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 |
|---|---|---|---|---|---|
| Signet Investment Advisory Group, Inc. | 17,585 | $2.03M | 1.34% | −295−1.6% | Reduced |
| Patriot Investment Management Inc. | 17,554 | $2.03M | 0.17% | −745−4.1% | Reduced |
| Global Financial Private Client, LLC | 17,675 | $2.02M | 0.99% | −1,086−5.8% | Reduced |
| Jupiter Wealth Management LLC | 17,500 | $2.02M | 1.73% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 17,500 | $2.02M | 0.74% | +3,500+25.0% | Added |
| Maven Securities LTD | 17,490 | $2.02M | 0.29% | +17,490 | New |
| Kathmere Capital Management, LLC | 17,462 | $2.01M | 0.31% | +1,494+9.4% | Added |
| Wealthsource Partners, LLC | 17,433 | $2.01M | 0.13% | −3,264−15.8% | Reduced |
| Acropolis Investment Management, LLC | 17,422 | $2.01M | 0.16% | −156−0.9% | Reduced |
| Live Oak Investment Partners | – | $2.01M | 1.68% | – | – |
| Hunter Associates Investment Management LLC | 17,327 | $2.00M | 0.39% | −8,744−33.5% | Reduced |
| Wealth Alliance | 17,298 | $2.00M | 0.30% | +1,168+7.2% | Added |
| Probity Advisors, Inc. | 17,223 | $1.99M | 0.43% | +17,223 | New |
| PBMares Wealth Management LLC | 17,219 | $1.99M | 0.71% | −10.0% | Reduced |
| Evermay Wealth Management LLC | 17,117 | $1.99M | 0.38% | −440−2.5% | Reduced |
| Global Trust Asset Management, LLC | 17,200 | $1.98M | 0.89% | −114−0.7% | Reduced |
| Zhang Financial LLC | 17,350 | $1.98M | 0.20% | +2,656+18.1% | Added |
| Arkadios Wealth Advisors | 17,084 | $1.97M | 0.23% | +41+0.2% | Added |
| Resources Management Corp | 17,079 | $1.97M | 0.31% | −27,347−61.6% | Reduced |
| Chicago Partners Investment Group LLC | 18,616 | $1.97M | 0.10% | +2,982+19.1% | Added |
| Keeler Thomas Management LLC | 17,012 | $1.96M | 0.79% | −900−5.0% | Reduced |
| Meridian Financial, LLC | 17,002 | $1.96M | 1.77% | −1,177−6.5% | Reduced |
| Argent Advisors, Inc. | 16,921 | $1.95M | 0.90% | −231−1.3% | Reduced |
| Richwood Investment Advisors, LLC | 16,911 | $1.95M | 1.91% | +216+1.3% | Added |
| Aspiriant, LLC | 16,885 | $1.95M | 0.10% | −95−0.6% | Reduced |
| Martin & Co Inc | 16,867 | $1.95M | 0.49% | −762−4.3% | Reduced |
| WMS Partners, LLC | 16,841 | $1.94M | 0.15% | −36−0.2% | Reduced |
| Exchange Bank | 16,830 | $1.94M | 1.88% | +16,830 | New |
| Leonteq Securities AG | 16,813 | $1.94M | 0.20% | −2,054−10.9% | Reduced |
| Bernardo Wealth Planning LLC | 16,807 | $1.94M | 0.77% | −975−5.5% | Reduced |
| Brasada Capital Management, LP | 16,798 | $1.94M | 0.43% | −213−1.3% | Reduced |
| Peddock Capital Advisors, LLC | 16,794 | $1.94M | 0.64% | +1,286+8.3% | Added |
| Chesapeake Wealth Management | 16,792 | $1.94M | 0.76% | +654+4.1% | Added |
| Nicholas Hoffman & Company, LLC. | 16,789 | $1.94M | 0.08% | −225−1.3% | Reduced |
| DeDora Capital, Inc. | 16,785 | $1.94M | 0.75% | −62−0.4% | Reduced |
| McDonald Partners LLC | 16,769 | $1.93M | 0.59% | −349−2.0% | Reduced |
| Triangle Securities Wealth Management | 16,747 | $1.93M | 0.66% | −590−3.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 16,741 | $1.93M | 0.96% | −10−0.1% | Reduced |
| Home Federal Bank of Tennessee | 16,735 | $1.93M | 0.68% | −197−1.2% | Reduced |
| Old Point Trust & Financial Services N A | 16,731 | $1.93M | 0.80% | −315−1.8% | Reduced |
| Parkside Financial Bank & Trust | 16,718 | $1.93M | 0.46% | +2,258+15.6% | Added |
| NCM Capital Management, LLC | 16,705 | $1.93M | 1.34% | 00.0% | Unchanged |
| Thomas White International Ltd | 16,684 | $1.93M | 0.40% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 16,662 | $1.92M | 0.97% | +8,228+97.6% | Added |
| Eagle Strategies LLC | 16,602 | $1.92M | 0.47% | −543−3.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 16,589 | $1.91M | 0.31% | −703−4.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 16,528 | $1.91M | 0.26% | +1,074+6.9% | Added |
| LaSalle St. Investment Advisors, LLC | 16,532 | $1.91M | 0.85% | +1,353+8.9% | Added |
| Alaethes Wealth LLC | 16,520 | $1.91M | 1.05% | −1,075−6.1% | Reduced |
| Camarda Financial Advisors, LLC | 16,502 | $1.90M | 0.95% | +10.0% | Added |
| Investors Research Corp | 16,483 | $1.90M | 0.48% | −1,114−6.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 16,424 | $1.90M | 1.22% | +8,984+120.8% | Added |
| RMR Wealth Builders | 16,314 | $1.89M | 0.32% | +2,212+15.7% | Added |
| Heartland Bank & Trust Co | 16,414 | $1.89M | 1.48% | −1,167−6.6% | Reduced |
| High Net Worth Advisory Group LLC | 16,366 | $1.89M | 0.73% | +848+5.5% | Added |
| West Branch Capital LLC | 16,329 | $1.88M | 0.94% | −14−0.1% | Reduced |
| New England Research & Management, Inc. | 16,324 | $1.88M | 1.09% | −149−0.9% | Reduced |
| Synergy Financial Management, LLC | 16,315 | $1.88M | 0.47% | +7,540+85.9% | Added |
| First Dallas Securities Inc. | 16,310 | $1.88M | 1.05% | +661+4.2% | Added |
| AFS Financial Group, LLC | 16,278 | $1.88M | 1.22% | −1,090−6.3% | Reduced |
| Belpointe Asset Management LLC | 16,236 | $1.87M | 0.20% | −29,359−64.4% | Reduced |
| Borer Denton & Associates, Inc. | 16,232 | $1.87M | 0.74% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 16,223 | $1.87M | 2.08% | +385+2.4% | Added |
| Auxano Advisors, LLC | 17,593 | $1.87M | 0.75% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16,201 | $1.87M | 0.27% | +327+2.1% | Added |
| Gables Capital Management Inc. | 16,198 | $1.87M | 1.22% | +135+0.8% | Added |
| Wolf Group Capital Advisors | 16,832 | $1.87M | 0.93% | +16,832 | New |
| Harfst & Associates, Inc. | 16,171 | $1.87M | 0.50% | +11,524+248.0% | Added |
| Veracity Capital LLC | 16,139 | $1.86M | 0.79% | +11,247+229.9% | Added |
| Berkeley Capital Partners, LLC | 16,134 | $1.86M | 0.66% | +1,475+10.1% | Added |
| Wealth Effects LLC | 16,126 | $1.86M | 0.82% | −146−0.9% | Reduced |
| St. Johns Investment Management Company, LLC | 16,109 | $1.86M | 1.01% | −527−3.2% | Reduced |
| Northwest Capital Management Inc | 16,109 | $1.86M | 0.78% | +16+0.1% | Added |
| Mattern Wealth Management LLC | 16,103 | $1.86M | 0.54% | +12+0.1% | Added |
| Icon Advisers Inc | 16,100 | $1.86M | 0.47% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 16,099 | $1.86M | 0.30% | −89−0.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 16,350 | $1.86M | 0.94% | +1,700+11.6% | Added |
| Emfo, LLC | 16,034 | $1.85M | 1.68% | 00.0% | Unchanged |
| Columbus Macro, LLC | 16,263 | $1.85M | 0.73% | −1,182−6.8% | Reduced |
| IAM Advisory, LLC | 15,968 | $1.84M | 0.63% | +682+4.5% | Added |
| Marshall Financial Group LLC | 15,958 | $1.84M | 0.63% | −253−1.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 15,916 | $1.84M | 1.82% | −3,811−19.3% | Reduced |
| SkyView Investment Advisors, LLC | 15,890 | $1.83M | 0.46% | −5,816−26.8% | Reduced |
| Formidable Asset Management, LLC | 15,851 | $1.83M | 0.40% | 00.0% | Unchanged |
| West Family Investments, Inc. | 15,821 | $1.83M | 0.71% | 00.0% | Unchanged |
| City Holding Co | 15,800 | $1.82M | 0.31% | +251+1.6% | Added |
| Bigelow Investment Advisors, LLC | 15,754 | $1.82M | 0.99% | +95+0.6% | Added |
| Strategic Advisors LLC | 15,724 | $1.81M | 0.35% | −54−0.3% | Reduced |
| Hoey Investments, Inc | 15,723 | $1.81M | 0.60% | −230−1.4% | Reduced |
| Klingman & Associates, LLC | 15,680 | $1.81M | 0.15% | +42+0.3% | Added |
| Washington Capital Management Inc | 15,558 | $1.80M | 1.53% | 00.0% | Unchanged |
| Pacitti Group Inc. | 15,488 | $1.80M | 1.26% | −295−1.9% | Reduced |
| Private Management Group Inc | 15,557 | $1.80M | 0.08% | +29+0.2% | Added |
| Levy Wealth Management Group, LLC | 15,557 | $1.80M | 0.53% | +9+0.1% | Added |
| PFG Investments, LLC | 15,538 | $1.79M | 0.32% | +2,287+17.3% | Added |
| Moloney Securities Asset Management, LLC | 15,536 | $1.79M | 0.32% | −843−5.1% | Reduced |
| Connolly Sarah T. | 15,500 | $1.79M | 1.08% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 15,500 | $1.79M | 1.41% | +15,500 | New |
| Atlas Brown,Inc. | 15,486 | $1.79M | 0.79% | +60.0% | Added |
| Financial Architects, Inc | 15,475 | $1.79M | 0.27% | −184−1.2% | Reduced |