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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $196.9B |
| Q3 2024 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 172,950 | $20.0M | 0.03% | −5,377−3.0% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 172,900 | $19.9M | 1.06% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 172,630 | $19.9M | 0.45% | +12,102+7.5% | Added |
| WSFS Capital Management, LLC | 171,904 | $19.8M | 1.86% | −671−0.4% | Reduced |
| Norris Perne & French LLP | 171,868 | $19.8M | 1.67% | +1,340+0.8% | Added |
| Dana Investment Advisors, Inc. | 171,844 | $19.8M | 0.98% | −13,105−7.1% | Reduced |
| Dodge & Cox | 170,445 | $19.7M | 0.01% | −2,761−1.6% | Reduced |
| National Asset Management, Inc. | 169,094 | $19.6M | 0.44% | −9,208−5.2% | Reduced |
| Summit Global Investments | 169,435 | $19.6M | 1.29% | −5,020−2.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 168,831 | $19.5M | 0.38% | +85,705+103.1% | Added |
| Associated Banc-Corp | 167,687 | $19.3M | 0.73% | −4,161−2.4% | Reduced |
| Kestra Private Wealth Services, LLC | 167,308 | $19.3M | 0.66% | +23,090+16.0% | Added |
| Genus Capital Management Inc. | 166,600 | $19.2M | 2.83% | +166,600 | New |
| Everett Harris & Co | 165,879 | $19.1M | 0.29% | −1,418−0.8% | Reduced |
| Pacer Advisors, Inc. | 165,530 | $19.1M | 0.08% | +4,936+3.1% | Added |
| Skba Capital Management LLC | 165,435 | $19.1M | 3.44% | −21,900−11.7% | Reduced |
| Logan Capital Management Inc | 165,117 | $19.1M | 0.91% | −5,243−3.1% | Reduced |
| Private Asset Management Inc | 163,577 | $18.9M | 3.63% | −31,517−16.2% | Reduced |
| Sonora Investment Management Group, LLC | 163,553 | $18.9M | 1.58% | +512+0.3% | Added |
| Snowden Capital Advisors LLC | 163,146 | $18.8M | 0.67% | +13,179+8.8% | Added |
| NorthCrest Asset Manangement, LLC | 163,076 | $18.8M | 0.74% | +1,054+0.7% | Added |
| Sawtooth Solutions, LLC | 162,606 | $18.8M | 0.51% | −31,014−16.0% | Reduced |
| Parthenon LLC | 160,479 | $18.5M | 2.67% | −100−0.1% | Reduced |
| Banque Cantonale Vaudoise | 159,856 | $18.4M | 0.86% | −17,455−9.8% | Reduced |
| FDx Advisors, Inc. | 159,627 | $18.4M | 1.01% | −32,982−17.1% | Reduced |
| Suncoast Equity Management | 159,355 | $18.4M | 2.76% | +1,784+1.1% | Added |
| Bleakley Financial Group, LLC | 159,137 | $18.4M | 0.57% | −18,073−10.2% | Reduced |
| Motco | 157,916 | $18.2M | 1.19% | −10,129−6.0% | Reduced |
| Woodmont Investment Counsel LLC | 157,172 | $18.1M | 1.88% | −5,515−3.4% | Reduced |
| Prospector Partners LLC | 157,062 | $18.1M | 2.53% | −2,875−1.8% | Reduced |
| Louisiana State Employees Retirement System | 157,000 | $18.1M | 0.40% | −7,800−4.7% | Reduced |
| MAI Capital Management | 155,317 | $17.9M | 0.26% | +2,363+1.5% | Added |
| Vident Investment Advisory, LLC | 154,716 | $17.9M | 0.61% | −76,249−33.0% | Reduced |
| ClariVest Asset Management LLC | 153,039 | $17.7M | 0.89% | −28,396−15.7% | Reduced |
| Bragg Financial Advisors, Inc | 152,190 | $17.6M | 0.96% | −233−0.2% | Reduced |
| Cohen Klingenstein LLC | 151,932 | $17.5M | 0.76% | −1,800−1.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 151,819 | $17.5M | 3.10% | +4,304+2.9% | Added |
| Annex Advisory Services, LLC | 150,850 | $17.4M | 0.97% | +2,078+1.4% | Added |
| Empower Advisory Group, LLC | 150,283 | $17.3M | 0.07% | −4,121−2.7% | Reduced |
| Boston Private Wealth LLC | 150,074 | $17.3M | 0.31% | −44,877−23.0% | Reduced |
| Veritable, L.P. | 150,041 | $17.3M | 0.28% | −1,480−1.0% | Reduced |
| Greenwood Gearhart Inc | 150,017 | $17.3M | 2.02% | +2,305+1.6% | Added |
| Novare Capital Management LLC | 148,895 | $17.2M | 1.85% | −1,102−0.7% | Reduced |
| Cadinha & Co LLC | 148,192 | $17.1M | 3.11% | +65,258+78.7% | Added |
| Bryn Mawr Trust Co | 148,041 | $17.1M | 0.71% | −2,416−1.6% | Reduced |
| Ledyard National Bank | 147,193 | $17.0M | 1.85% | −1,642−1.1% | Reduced |
| Washington Trust Bank | 146,173 | $16.9M | 1.72% | +956+0.7% | Added |
| Moors & Cabot, Inc. | 146,139 | $16.9M | 1.12% | −1,049−0.7% | Reduced |
| Goelzer Investment Management, Inc. | 145,845 | $16.8M | 1.42% | −10,539−6.7% | Reduced |
| Advisor Partners II, LLC | 144,287 | $16.6M | 0.78% | +22,718+18.7% | Added |
| Park Avenue Securities LLC | 143,720 | $16.6M | 0.26% | +18,427+14.7% | Added |
| Bourgeon Capital Management LLC | 142,920 | $16.5M | 3.85% | −245−0.2% | Reduced |
| Columbia Asset Management | 142,888 | $16.5M | 3.55% | −5,335−3.6% | Reduced |
| GAM Holding AG | 142,583 | $16.5M | 1.14% | −200−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 142,459 | $16.4M | 0.40% | −65,632−31.5% | Reduced |
| Applied Finance Capital Management, LLC | 142,427 | $16.4M | 1.86% | −17,741−11.1% | Reduced |
| Eagle Global Advisors LLC | 142,336 | $16.4M | 1.08% | −6,223−4.2% | Reduced |
| Massmutual Trust Co FSB | 142,221 | $16.4M | 0.59% | +3,897+2.8% | Added |
| Congress Asset Management Co | 142,149 | $16.4M | 0.14% | +1,289+0.9% | Added |
| Edge Capital Group, LLC | 141,698 | $16.4M | 0.94% | +339+0.2% | Added |
| Central Trust Co | 141,255 | $16.3M | 0.45% | +9,837+7.5% | Added |
| Core Alternative Capital | 140,159 | $16.2M | 2.37% | −28,947−17.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 138,840 | $16.0M | 0.34% | +38,470+38.3% | Added |
| Vestor Capital, LLC | 138,807 | $16.0M | 1.69% | +2,671+2.0% | Added |
| Charter Trust Co | 138,573 | $16.0M | 1.23% | −1,070−0.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 138,405 | $16.0M | 2.27% | −29,425−17.5% | Reduced |
| FineMark National Bank & Trust | 138,008 | $15.9M | 0.65% | −3,870−2.7% | Reduced |
| LMCG Investments, LLC | 137,011 | $15.8M | 1.02% | −2,702−1.9% | Reduced |
| Beck Mack & Oliver LLC | 136,942 | $15.8M | 0.41% | −2,178−1.6% | Reduced |
| Patten & Patten Inc | 136,510 | $15.8M | 1.30% | +2,733+2.0% | Added |
| Wesleyan Assurance Society | 136,371 | $15.7M | 1.68% | 00.0% | Unchanged |
| Te Ahumairangi Investment Management Ltd | 135,867 | $15.7M | 2.14% | +10,810+8.6% | Added |
| Old National Bancorp | 135,650 | $15.7M | 0.45% | −19,292−12.5% | Reduced |
| GYL Financial Synergies, LLC | 135,137 | $15.6M | 1.42% | +15,775+13.2% | Added |
| Karpas Strategies, LLC | 134,780 | $15.6M | 5.25% | +89+0.1% | Added |
| Ar Asset Management Inc | 134,570 | $15.5M | 4.17% | 00.0% | Unchanged |
| Middleton & Co Inc | 134,065 | $15.5M | 2.05% | −410.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 133,968 | $15.5M | 0.22% | +32,547+32.1% | Added |
| Farmers & Merchants Investments Inc | 133,800 | $15.4M | 0.58% | +193+0.1% | Added |
| Beacon Investment Advisory Services, Inc. | 133,582 | $15.4M | 0.71% | +875+0.7% | Added |
| CCM Investment Advisers LLC | 133,221 | $15.4M | 2.06% | −146−0.1% | Reduced |
| Edge Wealth Management LLC | 132,951 | $15.3M | 3.35% | +3,128+2.4% | Added |
| Advisory Services Network, LLC | 132,922 | $15.3M | 0.41% | −6,057−4.4% | Reduced |
| Covea Finance | 132,900 | $15.3M | 0.84% | +132,900 | New |
| Dakota Wealth Management | 132,257 | $15.3M | 0.72% | +13,040+10.9% | Added |
| Segall Bryant & Hamill, LLC | 132,024 | $15.2M | 0.16% | −3,493−2.6% | Reduced |
| Congress Wealth Management LLC | 131,917 | $15.2M | 0.35% | +1,600+1.2% | Added |
| Alley Investment Management Company, LLC | 131,568 | $15.2M | 2.45% | +700+0.5% | Added |
| Woodstock Corp | 128,394 | $14.8M | 1.75% | −791−0.6% | Reduced |
| Lido Advisors, LLC | 127,993 | $14.8M | 0.17% | +6,187+5.1% | Added |
| M&R Capital Management Inc | 127,783 | $14.7M | 3.85% | +2,624+2.1% | Added |
| Trust Co of Vermont | 127,664 | $14.7M | 0.96% | +2,731+2.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 129,524 | $14.7M | 0.46% | +125,020+2,775.8% | Added |
| Adviser Investments LLC | 127,283 | $14.7M | 0.32% | +27,396+27.4% | Added |
| Parsons Capital Management Inc | 127,234 | $14.7M | 1.12% | −140.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 127,079 | $14.7M | 0.16% | −5,850−4.4% | Reduced |
| RMB Capital Management, LLC | 126,094 | $14.6M | 0.48% | +6,674+5.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 125,363 | $14.5M | 1.51% | −12,500−9.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 125,261 | $14.5M | 0.55% | −2,317−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 125,012 | $14.4M | 0.16% | +4,044+3.3% | Added |