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 |
|---|---|---|---|---|---|
| American Assets Investment Management, LLC | 125,000 | $14.4M | 1.61% | 00.0% | Unchanged |
| Quest Investment Management LLC | 124,613 | $14.4M | 1.96% | +77,819+166.3% | Added |
| Mengis Capital Management, Inc. | 124,375 | $14.4M | 2.86% | −4,910−3.8% | Reduced |
| Connors Investor Services Inc | 124,282 | $14.3M | 1.62% | −13,850−10.0% | Reduced |
| Wetherby Asset Management Inc | 124,147 | $14.3M | 0.77% | −234−0.2% | Reduced |
| Auxier Asset Management | 124,033 | $14.3M | 2.37% | +1,131+0.9% | Added |
| Investment House LLC | 123,391 | $14.2M | 1.07% | −2,325−1.8% | Reduced |
| New Mexico Educational Retirement Board | 123,186 | $14.2M | 0.62% | +5,900+5.0% | Added |
| Morgan Dempsey Capital Management LLC | 122,149 | $14.1M | 4.02% | −129−0.1% | Reduced |
| Stonebridge Capital Advisors LLC | 121,944 | $14.1M | 1.49% | −3,949−3.1% | Reduced |
| Gamco Investors, Inc. Et Al | 121,795 | $14.1M | 0.15% | −6,645−5.2% | Reduced |
| First National Bank of Omaha | 121,120 | $14.0M | 0.80% | −1,056−0.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 120,928 | $14.0M | 3.28% | −3,476−2.8% | Reduced |
| Sphera Funds Management Ltd. | 120,600 | $13.9M | 2.98% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 120,076 | $13.9M | 1.05% | −10,149−7.8% | Reduced |
| Monarch Capital Management Inc | 119,177 | $13.8M | 4.19% | −1,290−1.1% | Reduced |
| Chilton Investment Co LLC | 119,648 | $13.8M | 0.40% | +13,718+13.0% | Added |
| Boothbay Fund Management, LLC | 119,523 | $13.8M | 0.47% | −101,737−46.0% | Reduced |
| Intact Investment Management Inc. | 119,500 | $13.8M | 0.56% | −32,000−21.1% | Reduced |
| ARS Investment Partners, LLC | 118,560 | $13.7M | 1.60% | −1,280−1.1% | Reduced |
| Community Bank, N.A. | 118,390 | $13.7M | 1.80% | −1,977−1.6% | Reduced |
| Cheviot Value Management, LLC | 118,216 | $13.6M | 2.97% | +2,166+1.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 116,577 | $13.5M | 1.93% | −719−0.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 116,527 | $13.4M | 0.86% | +3,180+2.8% | Added |
| Steel Peak Wealth Management LLC | 115,274 | $13.4M | 0.80% | −15,407−11.8% | Reduced |
| LaFleur & Godfrey LLC | 114,454 | $13.2M | 1.98% | −660−0.6% | Reduced |
| Evercore Wealth Management, LLC | 114,356 | $13.2M | 0.24% | +2,333+2.1% | Added |
| Nemes Rush Group LLC | 114,048 | $13.2M | 2.32% | +114,048 | New |
| Cetera Advisors LLC | 113,868 | $13.1M | 0.21% | +8,326+7.9% | Added |
| Perigon Wealth Management, LLC | 113,774 | $13.1M | 0.52% | +55,228+94.3% | Added |
| Griffin Asset Management, Inc. | 113,670 | $13.1M | 1.78% | −6,194−5.2% | Reduced |
| Laurion Capital Management LP | 113,268 | $13.1M | 0.56% | +113,268 | New |
| Hoylecohen, LLC | 112,586 | $13.0M | 1.15% | −1,233−1.1% | Reduced |
| Bright Rock Capital Management, LLC | 112,000 | $12.9M | 3.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 111,605 | $12.9M | 0.69% | +1,904+1.7% | Added |
| Stock Yards Bank & Trust Co | 111,398 | $12.9M | 0.47% | +2,198+2.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 111,293 | $12.8M | 0.04% | −2,997−2.6% | Reduced |
| Ieq Capital, LLC | 110,935 | $12.8M | 0.26% | +10,168+10.1% | Added |
| Westpac Banking Corp | 110,900 | $12.8M | 0.90% | −323,725−74.5% | Reduced |
| Metropolitan Life Insurance Co | 110,580 | $12.8M | 0.62% | −2,823−2.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 110,224 | $12.7M | 1.22% | −1,333−1.2% | Reduced |
| Bridgeway Capital Management, LLC | 109,821 | $12.7M | 0.30% | +81,786+291.7% | Added |
| Stockman Wealth Management, Inc. | 109,230 | $12.6M | 2.71% | −587−0.5% | Reduced |
| Toroso Investments, LLC | 109,034 | $12.6M | 0.37% | −4,293−3.8% | Reduced |
| Clough Capital Partners L P | 108,640 | $12.5M | 1.26% | +9,790+9.9% | Added |
| Crestwood Advisors Group LLC | 108,637 | $12.5M | 0.39% | −56,809−34.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 108,476 | $12.5M | 0.41% | +1,338+1.2% | Added |
| Tufton Capital Management | 108,341 | $12.5M | 2.70% | −3,345−3.0% | Reduced |
| Wallace Advisory Group, LLC | 117,443 | $12.5M | 9.51% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 116,220 | $12.5M | 0.73% | +4,695+4.2% | Added |
| Main Street Research LLC | 108,087 | $12.5M | 1.99% | +101,658+1,581.2% | Added |
| Churchill Management Corp | 108,067 | $12.5M | 0.21% | −420.0% | Reduced |
| Atlantic Union Bankshares Corp | 107,744 | $12.4M | 1.24% | +6,154+6.1% | Added |
| Curi Capital | 107,668 | $12.4M | 1.69% | −3,327−3.0% | Reduced |
| Slocum, Gordon & Co LLP | 106,859 | $12.3M | 10.40% | −526−0.5% | Reduced |
| Grassi Investment Management | 106,358 | $12.3M | 1.35% | −599−0.6% | Reduced |
| Bard Financial Services, Inc. | 106,323 | $12.3M | 0.94% | −775−0.7% | Reduced |
| Rothschild Investment Corp | 106,209 | $12.3M | 1.02% | +825+0.8% | Added |
| Savant Capital, LLC | 106,088 | $12.2M | 0.19% | +54,868+107.1% | Added |
| Easterly Investment Partners LLC | 105,782 | $12.2M | 1.09% | −55,821−34.5% | Reduced |
| Estabrook Capital Management | 105,175 | $12.1M | 2.02% | −766−0.7% | Reduced |
| Assetmark, Inc | 104,759 | $12.1M | 0.05% | +23,677+29.2% | Added |
| Diversified Trust Co | 104,474 | $12.1M | 0.44% | +5,567+5.6% | Added |
| Mitchell Sinkler & Starr | 104,449 | $12.1M | 3.42% | −200−0.2% | Reduced |
| Formuepleje A/S | 104,157 | $12.0M | 1.05% | −16,733−13.8% | Reduced |
| SP Asset Management LLC | 103,885 | $12.0M | 1.34% | +660+0.6% | Added |
| Moody Lynn & Lieberson, LLC | 102,735 | $11.9M | 0.96% | −15,508−13.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 102,151 | $11.8M | 0.89% | +639+0.6% | Added |
| Cutler Investment Counsel LLC | 101,512 | $11.8M | 1.78% | −4,257−4.0% | Reduced |
| HB Wealth Management, LLC | 101,797 | $11.7M | 0.19% | +4,946+5.1% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 111,000 | $11.7M | 1.82% | −28,000−20.1% | Reduced |
| Johnson Investment Counsel Inc | 101,675 | $11.7M | 0.15% | +3,199+3.2% | Added |
| Noesis Capital Mangement Corp | 101,650 | $11.7M | 2.89% | +90+0.1% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 102,373 | $11.7M | 2.43% | −5,354−5.0% | Reduced |
| Balentine LLC | 101,368 | $11.7M | 0.39% | −595−0.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 100,943 | $11.6M | 1.85% | −3,644−3.5% | Reduced |
| John G Ullman & Associates Inc | 100,819 | $11.6M | 1.79% | −872−0.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 100,641 | $11.6M | 1.26% | +3,830+4.0% | Added |
| 1st Source Bank | 100,494 | $11.6M | 0.75% | −1,989−1.9% | Reduced |
| Camden National Bank | 100,160 | $11.6M | 2.26% | −2,626−2.6% | Reduced |
| Ikarian Capital, LLC | 100,000 | $11.5M | 4.07% | 00.0% | Unchanged |
| Jacobs & Co | 99,954 | $11.5M | 1.37% | −6,026−5.7% | Reduced |
| Lynch & Associates | 99,488 | $11.5M | 2.94% | −336−0.3% | Reduced |
| Lee Danner & Bass Inc | 99,432 | $11.5M | 0.99% | −781−0.8% | Reduced |
| Country Club Bank | 100,801 | $11.4M | 0.91% | −1,470−1.4% | Reduced |
| Privium Fund Management B.V. | 99,278 | $11.3M | 3.24% | +7,450+8.1% | Added |
| Schonfeld Strategic Advisors LLC | 97,453 | $11.2M | 0.10% | +22,740+30.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 97,347 | $11.2M | 1.08% | −2,028−2.0% | Reduced |
| Park National Corp | 96,725 | $11.2M | 0.49% | −3,022−3.0% | Reduced |
| Primecap Management Co | 96,100 | $11.1M | 0.01% | −4,800−4.8% | Reduced |
| Circle Wealth Management, LLC | 96,021 | $11.1M | 1.47% | +126+0.1% | Added |
| Siemens Fonds Invest GmbH | 95,955 | $11.0M | 1.07% | −502−0.5% | Reduced |
| iA Global Asset Management Inc. | 94,895 | $10.9M | 0.29% | +94,895 | New |
| Fishman Jay A Ltd | 94,786 | $10.9M | 1.33% | +43,175+83.7% | Added |
| TD Private Client Wealth LLC | 94,446 | $10.9M | 0.47% | −578−0.6% | Reduced |
| Naples Global Advisors, LLC | 93,730 | $10.9M | 1.28% | −1,026−1.1% | Reduced |
| Winslow Asset Management Inc | 93,959 | $10.8M | 2.34% | −348−0.4% | Reduced |
| Busey Wealth Management | 93,955 | $10.8M | 0.44% | −2,978−3.1% | Reduced |
| First Nebraska Trust Co | 93,676 | $10.8M | 1.29% | −529−0.6% | Reduced |
| PFS Investments Inc. | 93,566 | $10.8M | 0.18% | +4,682+5.3% | Added |