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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 71,934 | $8.30M | 0.96% | −757−1.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 71,874 | $8.29M | 1.04% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 71,855 | $8.29M | 2.99% | −2,968−4.0% | Reduced |
| Cullinan Associates Inc | 71,744 | $8.28M | 0.46% | −5,102−6.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 71,379 | $8.24M | 0.63% | +11,629+19.5% | Added |
| Gladstone Institutional Advisory LLC | 71,080 | $8.20M | 0.50% | +12,702+21.8% | Added |
| TrinityPoint Wealth, LLC | 71,045 | $8.20M | 1.60% | +164+0.2% | Added |
| Sonen Capital LLC | 70,558 | $8.19M | 13.59% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 70,995 | $8.19M | 2.19% | +43,445+157.7% | Added |
| Nomura Holdings Inc | 70,889 | $8.18M | 0.08% | +70,889 | New |
| Aptus Capital Advisors, LLC | 70,780 | $8.17M | 0.24% | −4,244−5.7% | Reduced |
| Clearstead Advisors, LLC | 70,384 | $8.12M | 0.49% | +2,360+3.5% | Added |
| Guyasuta Investment Advisors Inc | 70,250 | $8.11M | 0.60% | −3,815−5.2% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 70,140 | $8.09M | 5.14% | −380−0.5% | Reduced |
| Moore Capital Management, LP | 70,000 | $8.08M | 0.20% | +50,000+250.0% | Added |
| Rodgers Brothers Inc. | 69,778 | $8.05M | 1.42% | +8,638+14.1% | Added |
| Bonness Enterprises Inc | 69,500 | $8.02M | 3.61% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 68,996 | $7.96M | 0.80% | −386−0.6% | Reduced |
| Horizon Investments, LLC | 68,890 | $7.95M | 0.23% | −6,272−8.3% | Reduced |
| Evergreen Capital Management LLC | 68,336 | $7.93M | 0.33% | +2,661+4.1% | Added |
| BTC Capital Management, Inc. | 68,746 | $7.93M | 0.86% | −2,568−3.6% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 68,677 | $7.92M | 5.55% | 00.0% | Unchanged |
| Cardinal Capital Management | 68,208 | $7.92M | 1.59% | +62+0.1% | Added |
| Transform Wealth, LLC | 68,006 | $7.90M | 0.71% | +474+0.7% | Added |
| Gluskin Sheff & Assoc Inc | 68,376 | $7.89M | 0.48% | −10,450−13.3% | Reduced |
| Asset Advisors Investment Management, LLC | 68,098 | $7.86M | 1.00% | −200−0.3% | Reduced |
| Choate Investment Advisors | 67,883 | $7.83M | 0.33% | +11,214+19.8% | Added |
| Martin Capital Partners, LLC | 67,755 | $7.82M | 3.17% | −1,501−2.2% | Reduced |
| North Star Investment Management Corp. | 67,583 | $7.80M | 0.63% | −210−0.3% | Reduced |
| Advisors Capital Management, LLC | 67,472 | $7.79M | 0.19% | +12,545+22.8% | Added |
| Kelly Lawrence W & Associates Inc | 70,503 | $7.77M | 2.01% | −3,140−4.3% | Reduced |
| Boit C F David | 67,225 | $7.76M | 5.16% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 67,203 | $7.75M | 0.31% | −1,249−1.8% | Reduced |
| Central Bank & Trust Co | 67,127 | $7.75M | 1.31% | +2,839+4.4% | Added |
| Heritage Trust Co | 67,073 | $7.74M | 1.13% | +1,514+2.3% | Added |
| Northwest Bancshares, Inc. | 66,965 | $7.73M | 1.40% | −554−0.8% | Reduced |
| First American Bank | 66,928 | $7.72M | 0.67% | +638+1.0% | Added |
| Empowered Funds, LLC | 66,909 | $7.72M | 0.27% | −224−0.3% | Reduced |
| EA Series Trust | 66,909 | $7.72M | 0.27% | +66,909 | New |
| Nations Financial Group Inc, | 66,869 | $7.72M | 0.76% | +1,727+2.7% | Added |
| Investment Management Corp of Ontario | 66,849 | $7.71M | 0.33% | −35,636−34.8% | Reduced |
| Trust Co of Virginia | 66,642 | $7.69M | 0.82% | −3,546−5.1% | Reduced |
| Marietta Investment Partners LLC | 66,617 | $7.69M | 1.99% | −3,290−4.7% | Reduced |
| Sowell Financial Services LLC | 66,074 | $7.67M | 0.43% | +6,186+10.3% | Added |
| Inlet Private Wealth, LLC | 66,225 | $7.64M | 1.93% | −291−0.4% | Reduced |
| Bank of Hawaii | 66,126 | $7.63M | 0.42% | +882+1.4% | Added |
| Picton Mahoney Asset Management | 65,877 | $7.60M | 0.37% | +12,257+22.9% | Added |
| JB Capital LLC | 65,853 | $7.60M | 0.64% | +1,568+2.4% | Added |
| Zuckerman Investment Group, LLC | 65,814 | $7.59M | 1.09% | −927−1.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 72,150 | $7.58M | 1.25% | +31,792+78.8% | Added |
| Garland Capital Management Inc | 65,575 | $7.57M | 5.09% | −400−0.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 65,132 | $7.52M | 1.17% | −1,405−2.1% | Reduced |
| SeaCrest Wealth Management, LLC | 65,121 | $7.51M | 0.95% | +4,584+7.6% | Added |
| Cutler Capital Management, LLC | 64,924 | $7.49M | 3.52% | −11,746−15.3% | Reduced |
| Red Door Wealth Management, LLC | 64,816 | $7.48M | 1.66% | +9,482+17.1% | Added |
| Capital Analysts, LLC | 64,381 | $7.43M | 0.41% | −3,260−4.8% | Reduced |
| Twin Tree Management, LP | 64,051 | $7.39M | 0.15% | +6,201+10.7% | Added |
| Buckley Wealth Management, LLC | 63,823 | $7.36M | 2.50% | −4,166−6.1% | Reduced |
| Covenant Asset Management, LLC | 63,412 | $7.32M | 2.16% | −200−0.3% | Reduced |
| MainStreet Investment Advisors LLC | 63,401 | $7.32M | 0.79% | +2,818+4.7% | Added |
| Fiduciary Alliance LLC | 63,332 | $7.31M | 1.57% | +16,727+35.9% | Added |
| Exchange Capital Management, Inc. | 63,140 | $7.29M | 1.35% | −1,142−1.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 62,751 | $7.24M | 0.34% | −8,268−11.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 62,716 | $7.24M | 1.13% | −2,970−4.5% | Reduced |
| Cary Street Partners Asset Management LLC | 62,469 | $7.21M | 1.34% | −184−0.3% | Reduced |
| Barbara Oil Co. | 62,295 | $7.19M | 3.29% | 00.0% | Unchanged |
| Capital Counsel LLC | 62,183 | $7.18M | 0.40% | 00.0% | Unchanged |
| L & S Advisors Inc | 61,814 | $7.13M | 0.95% | −1,391−2.2% | Reduced |
| Credit Agricole S A | 61,748 | $7.13M | 0.23% | +39,812+181.5% | Added |
| Rothschild Capital Partners, LLC | 61,506 | $7.10M | 2.62% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 61,361 | $7.08M | 0.15% | −1,544−2.5% | Reduced |
| Avantax Planning Partners, Inc. | 61,313 | $7.07M | 0.28% | −323−0.5% | Reduced |
| Carolina Wealth Advisors, LLC | 61,208 | $7.06M | 4.25% | +542+0.9% | Added |
| Commonwealth Retirement Investments LLC | 61,183 | $7.06M | 3.94% | +646+1.1% | Added |
| Oliver Luxxe Assets LLC | 61,038 | $7.04M | 1.76% | −741−1.2% | Reduced |
| Gibraltar Capital Management, Inc. | 61,023 | $7.04M | 3.12% | +128+0.2% | Added |
| Resources Investment Advisors, LLC. | 60,953 | $7.03M | 0.16% | −4,353−6.7% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 60,898 | $7.03M | 2.28% | +1,089+1.8% | Added |
| SYSTM Wealth Solutions LLC | 60,870 | $7.02M | 0.95% | −20,989−25.6% | Reduced |
| We Are One Seven, LLC | 60,546 | $6.99M | 0.64% | −23,648−28.1% | Reduced |
| Keebeck Wealth Management, LLC | 60,093 | $6.98M | 0.96% | +5,553+10.2% | Added |
| Hedeker Wealth, LLC | 60,448 | $6.98M | 2.32% | −2,033−3.3% | Reduced |
| Baader Bank INC | 60,436 | $6.97M | 0.60% | +45,538+305.7% | Added |
| Northeast Investment Management | 60,396 | $6.97M | 0.39% | −107−0.2% | Reduced |
| Boston Research & Management Inc | 60,382 | $6.97M | 1.97% | −10.0% | Reduced |
| Brick & Kyle, Associates | 61,230 | $6.96M | 3.73% | +124+0.2% | Added |
| Hodges Capital Management Inc. | 49,508 | $6.95M | 0.41% | +10,956+28.4% | Added |
| Thematics Asset Management | 60,110 | $6.94M | 0.33% | +350+0.6% | Added |
| New England Asset Management Inc | 60,075 | $6.93M | 1.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 60,059 | $6.93M | 3.37% | −771−1.3% | Reduced |
| Jacobi Capital Management LLC | 60,053 | $6.93M | 0.78% | +1,003+1.7% | Added |
| Trust Co of Toledo NA | 59,998 | $6.92M | 1.17% | −800−1.3% | Reduced |
| Phoenix Holdings Ltd. | 59,875 | $6.91M | 0.15% | +17,560+41.5% | Added |
| Mairs & Power Inc | 59,733 | $6.89M | 0.07% | −7,504−11.2% | Reduced |
| Bogart Wealth, LLC | 59,517 | $6.87M | 0.44% | +111+0.2% | Added |
| J. W. Coons Advisors, LLC | 59,245 | $6.84M | 1.87% | −270−0.5% | Reduced |
| Beach Investment Counsel Inc | 59,223 | $6.83M | 0.81% | −1,660−2.7% | Reduced |
| Agf Management Ltd | 58,569 | $6.76M | 0.05% | −16,039−21.5% | Reduced |
| Addenda Capital Inc. | 58,013 | $6.74M | 0.28% | −210.0% | Reduced |
| HBW Advisory Services LLC | 58,275 | $6.72M | 1.46% | +202+0.3% | Added |