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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 93,535 | $10.8M | 1.17% | −1,694−1.8% | Reduced |
| Canandaigua National Bank & Trust Co | 93,260 | $10.8M | 1.74% | −9,672−9.4% | Reduced |
| Prospera Financial Services Inc | 92,890 | $10.7M | 0.41% | −7,478−7.5% | Reduced |
| Mastrapasqua Asset Management Inc | 92,859 | $10.7M | 1.21% | −664−0.7% | Reduced |
| Round Hill Asset Management | 92,547 | $10.7M | 6.60% | −1,245−1.3% | Reduced |
| Quantinno Capital Management LP | 92,422 | $10.7M | 0.61% | +24,900+36.9% | Added |
| Leuthold Group, LLC | 92,206 | $10.6M | 1.38% | −3,185−3.3% | Reduced |
| Kinneret Advisory, LLC | 91,558 | $10.6M | 1.26% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 91,120 | $10.5M | 0.55% | −1,708−1.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 91,087 | $10.5M | 0.79% | +871+1.0% | Added |
| PGGM Investments | 91,045 | $10.5M | 0.17% | −8,155−8.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 91,027 | $10.5M | 1.14% | +915+1.0% | Added |
| Simmons Bank | 90,968 | $10.5M | 0.88% | −1,645−1.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 90,350 | $10.4M | 1.95% | −16,500−15.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 89,926 | $10.4M | 0.15% | −5,663−5.9% | Reduced |
| Adalta Capital Management LLC | 89,044 | $10.3M | 6.91% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 89,281 | $10.3M | 0.62% | −5,364−5.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 88,986 | $10.3M | 0.51% | −4,397−4.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 88,476 | $10.2M | 0.61% | +1,149+1.3% | Added |
| Hamel Associates, Inc. | 88,441 | $10.2M | 3.57% | −1,697−1.9% | Reduced |
| Mill Capital Management, LLC | 88,079 | $10.2M | 0.96% | +6,323+7.7% | Added |
| Hi-Line Capital Management, LLC | 87,395 | $10.1M | 3.77% | −10,654−10.9% | Reduced |
| Bamco Inc | 87,400 | $10.1M | 0.03% | +12,100+16.1% | Added |
| McKinley Capital Management LLC /Delaware | 87,192 | $10.1M | 1.34% | −8,754−9.1% | Reduced |
| Violich Capital Management, Inc. | 87,017 | $10.0M | 1.62% | −900−1.0% | Reduced |
| Appleton Partners Inc | 86,925 | $10.0M | 0.85% | +22,479+34.9% | Added |
| River Road Asset Management, LLC | 86,875 | $10.0M | 0.14% | −5,459−5.9% | Reduced |
| Gotham Asset Management, LLC | 86,821 | $10.0M | 0.22% | −84,621−49.4% | Reduced |
| Mutual Advisors, LLC | 86,758 | $10.0M | 0.38% | +1,977+2.3% | Added |
| Andra AP-fonden | 86,700 | $10.0M | 0.25% | −66,700−43.5% | Reduced |
| Greenleaf Trust | 86,428 | $9.97M | 0.11% | −1,760−2.0% | Reduced |
| Trust Co of Kansas | 86,081 | $9.93M | 5.94% | −2,322−2.6% | Reduced |
| Exencial Wealth Advisors, LLC | 86,016 | $9.93M | 0.46% | +1,080+1.3% | Added |
| Integrated Wealth Concepts LLC | 85,893 | $9.91M | 0.17% | +19,156+28.7% | Added |
| WealthBridge Investment Counsel Inc. | 85,770 | $9.90M | 4.17% | −1,730−2.0% | Reduced |
| Live Oak Private Wealth LLC | 85,303 | $9.84M | 1.96% | −2,067−2.4% | Reduced |
| United Asset Strategies, Inc. | 84,937 | $9.80M | 1.22% | −199−0.2% | Reduced |
| NewSquare Capital LLC | 84,864 | $9.79M | 1.02% | +4,348+5.4% | Added |
| Miramar Capital, LLC | 84,837 | $9.79M | 2.48% | −1,067−1.2% | Reduced |
| Davy Global Fund Management Ltd | 84,554 | $9.76M | 1.85% | −447−0.5% | Reduced |
| Fort Sheridan Advisors LLC | 84,543 | $9.76M | 2.23% | +4,177+5.2% | Added |
| Daymark Wealth Partners, LLC | 84,294 | $9.73M | 0.72% | +22,052+35.4% | Added |
| Great Valley Advisor Group, Inc. | 84,017 | $9.69M | 0.41% | +2,499+3.1% | Added |
| Clifford Swan Investment Counsel LLC | 83,951 | $9.69M | 0.39% | −550−0.7% | Reduced |
| Meeder Asset Management Inc | 83,934 | $9.69M | 0.70% | −4,865−5.5% | Reduced |
| Redwood Grove Capital, LLC | 83,700 | $9.66M | 4.09% | −20,000−19.3% | Reduced |
| Augustine Asset Management Inc | 83,659 | $9.65M | 4.46% | −236−0.3% | Reduced |
| FLC Capital Advisors | 83,357 | $9.62M | 2.81% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 83,303 | $9.61M | 1.27% | −1,452−1.7% | Reduced |
| Shell Asset Management Co | 83,150 | $9.60M | 0.38% | −11,033−11.7% | Reduced |
| Advocate Group LLC | 82,901 | $9.57M | 2.10% | −3,244−3.8% | Reduced |
| Archon Partners LLC | 82,500 | $9.52M | 1.42% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 81,924 | $9.45M | 2.74% | +633+0.8% | Added |
| Symmetry Partners, LLC | 81,735 | $9.43M | 0.50% | −433−0.5% | Reduced |
| Shelton Capital Management | 81,492 | $9.40M | 0.34% | +34,281+72.6% | Added |
| Westfield Capital Management Co LP | 81,399 | $9.39M | 0.06% | +4,890+6.4% | Added |
| Tompkins Financial Corp | 81,235 | $9.37M | 1.47% | −3,664−4.3% | Reduced |
| Viking Fund Management LLC | 81,000 | $9.35M | 1.77% | +4,000+5.2% | Added |
| Sky Investment Group LLC | 80,523 | $9.29M | 2.02% | −372−0.5% | Reduced |
| W Advisors, LLC | 80,337 | $9.27M | 7.26% | −868−1.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 80,252 | $9.26M | 1.34% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 80,116 | $9.24M | 1.98% | −1,286−1.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 80,040 | $9.24M | 0.24% | +342+0.4% | Added |
| Independent Advisor Alliance | 79,678 | $9.19M | 0.41% | +5,171+6.9% | Added |
| Advisory Research Inc | 79,479 | $9.17M | 1.18% | +79,479 | New |
| Empirical Finance, LLC | 79,371 | $9.16M | 0.71% | +8,990+12.8% | Added |
| Coldstream Capital Management Inc | 79,299 | $9.15M | 0.29% | −2,368−2.9% | Reduced |
| Talbot Financial, LLC | 79,271 | $9.15M | 1.56% | +439+0.6% | Added |
| BKD Wealth Advisors, LLC | 78,718 | $9.08M | 0.27% | +18,024+29.7% | Added |
| Contravisory Investment Management, Inc. | 78,080 | $9.01M | 2.38% | +522+0.7% | Added |
| Buffington Mohr McNeal | 77,823 | $8.98M | 1.94% | −3,393−4.2% | Reduced |
| Twin Capital Management Inc | 77,061 | $8.89M | 1.16% | +3,278+4.4% | Added |
| Quintet Private Bank (Europe) S.A. | 77,353 | $8.84M | 0.43% | +4,368+6.0% | Added |
| Valeo Financial Advisors, LLC | 95,402 | $8.84M | 0.40% | +6,203+7.0% | Added |
| Linscomb & Williams, Inc. | 76,475 | $8.82M | 0.48% | −1,425−1.8% | Reduced |
| Fulton Bank, N.A. | 76,200 | $8.79M | 0.43% | −859−1.1% | Reduced |
| Lincoln National Corp | 76,068 | $8.78M | 0.17% | +676+0.9% | Added |
| Anchor Investment Management, LLC | 75,713 | $8.74M | 1.12% | +941+1.3% | Added |
| One Capital Management, LLC | 75,532 | $8.72M | 0.39% | +738+1.0% | Added |
| Northeast Financial Consultants Inc | 75,129 | $8.67M | 0.53% | +81+0.1% | Added |
| Apollon Wealth Management, LLC | 74,987 | $8.65M | 0.42% | +252+0.3% | Added |
| Courier Capital LLC | 74,814 | $8.63M | 0.68% | +15,161+25.4% | Added |
| Vinva Investment Management Ltd | 75,978 | $8.63M | 0.76% | −8,987−10.6% | Reduced |
| Everence Capital Management Inc | 77,971 | $8.61M | 0.70% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 74,335 | $8.58M | 0.31% | −2,479−3.2% | Reduced |
| Stamos Capital Partners, L.P. | 74,210 | $8.56M | 2.00% | −2,000−2.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 73,878 | $8.52M | 1.97% | −3,242−4.2% | Reduced |
| Security National Bank | 73,597 | $8.49M | 2.16% | −4,373−5.6% | Reduced |
| Rossmore Private Capital | 73,583 | $8.49M | 1.26% | +2,492+3.5% | Added |
| SG Americas Securities, LLC | 73,306 | $8.46M | 0.07% | +41,480+130.3% | Added |
| Ameritas Investment Partners, Inc. | 73,245 | $8.45M | 0.32% | −3,870−5.0% | Reduced |
| Innovis Asset Management LLC | 73,233 | $8.45M | 3.12% | +17,377+31.1% | Added |
| Ironwood Investment Counsel, LLC | 73,206 | $8.45M | 1.90% | +620+0.9% | Added |
| Northern Oak Wealth Management Inc | 73,081 | $8.43M | 1.00% | −5,329−6.8% | Reduced |
| Freemont Management S.A. | 72,800 | $8.40M | 1.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 72,760 | $8.40M | 0.40% | +386+0.5% | Added |
| Alerus Financial NA | 72,575 | $8.37M | 0.71% | −384−0.5% | Reduced |
| KCM Investment Advisors LLC | 72,204 | $8.33M | 0.33% | −2,333−3.1% | Reduced |
| Thomasville National Bank | 72,181 | $8.33M | 0.80% | −2,687−3.6% | Reduced |
| Kingsview Wealth Management, LLC | 72,146 | $8.32M | 0.33% | −7,137−9.0% | Reduced |