Skip to main content
Livermore
Livermore
ZHEN

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, Q3 2023

Institutional positions in Merck & Co., Inc. as of Sep 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
3,222
+1 vs. Q2 2023
Shares held
1.92B
−11.1M (−0.6%) vs. Q2 2023
Total value
$197.7B
−$24.4B (−11.0%) vs. Q2 2023
New holders
148
1,298 more added
Sold out
147
1,410 more reduced

41 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 3,222 institutions
Q1 2021: 2,693 institutionsQ2 2021: 2,684 institutionsQ3 2021: 2,658 institutionsQ4 2021: 2,910 institutionsQ1 2022: 2,962 institutionsQ2 2022: 3,020 institutionsQ3 2022: 2,997 institutionsQ4 2022: 3,244 institutionsQ1 2023: 3,188 institutionsQ2 2023: 3,262 institutionsQ3 2023: 3,222 institutionsQ4 2023: 3,444 institutionsQ1 2024: 3,547 institutionsQ2 2024: 3,558 institutionsQ3 2024: 3,502 institutionsQ4 2024: 3,618 institutionsQ1 2025: 3,459 institutionsQ2 2025: 3,337 institutionsQ3 2025: 3,319 institutionsQ4 2025: 3,674 institutionsQ1 2026: 3,812 institutionsQ2 2026: 3,855 institutions
Value heldQ3 2023: $197.7B
Q1 2021: $143.2BQ2 2021: $144.3BQ3 2021: $138.8BQ4 2021: $142.2BQ1 2022: $152.1BQ2 2022: $171.5BQ3 2022: $162.7BQ4 2022: $212.2BQ1 2023: $205.1BQ2 2023: $222.8BQ3 2023: $197.7BQ4 2023: $211.6BQ1 2024: $256.9BQ2 2024: $242.3BQ3 2024: $221.8BQ4 2024: $196.9BQ1 2025: $177.7BQ2 2025: $155.9BQ3 2025: $159.8BQ4 2025: $206.6BQ1 2026: $231.9BQ2 2026: $254.3B
Institutions holding MRK and their total value by quarter
QuarterHoldersValue
Q2 20263,855$254.3B
Q1 20263,812$231.9B
Q4 20253,674$206.6B
Q3 20253,319$159.8B
Q2 20253,337$155.9B
Q1 20253,459$177.7B
Q4 20243,618$196.9B
Q3 20243,502$221.8B
Q2 20243,558$242.3B
Q1 20243,547$256.9B
Q4 20233,444$211.6B
Q3 20233,222$197.7B
Q2 20233,262$222.8B
Q1 20233,188$205.1B
Q4 20223,244$212.2B
Q3 20222,997$162.7B
Q2 20223,020$171.5B
Q1 20222,962$152.1B
Q4 20212,910$142.2B
Q3 20212,658$138.8B
Q2 20212,684$144.3B
Q1 20212,693$143.2B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q2 2023.

Institutions holding MRK in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Atlantic Private Wealth, LLC7$7460.00%00.0%Unchanged
HighMark Wealth Management LLC14$1.40K0.00%+1+7.7%Added
Morton Brown Family Wealth, LLC16$1.65K0.00%00.0%Unchanged
Global Wealth Strategies & Associates26$2.68K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.37$3.81K0.00%+37New
Optiver Holding B.V.42$4.33K0.00%+42New
Authentikos Wealth Advisory, LLC43$4.43K0.00%+43New
Tandem Wealth Advisors LLC44$4.53K0.00%+44New
Eukles Asset Management45$4.63K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC51$5.25K0.01%00.0%Unchanged
Ogorek Anthony Joseph65$6.00K0.00%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna60$6.18K0.00%+60New
Belmont Capital, LLC63$6.47K0.00%+1+1.6%Added
LGT Financial Advisors LLC72$7.41K0.01%−7,805−99.1%Reduced
ClariVest Asset Management LLC79$8.00K0.00%−152,960−99.9%Reduced
LFA - Lugano Financial Advisors SA90$9.27K0.01%−1,026−91.9%Reduced
Miller Wealth Advisors, LLC100$10.3K0.01%00.0%Unchanged
PayPay Securities Corp102$10.5K0.51%+20+24.4%Added
Goodman Advisory Group, LLC127$13.1K0.00%−44−25.7%Reduced
Grayhawk Investment Strategies Inc.134$13.8K0.01%00.0%Unchanged
Luken Investment Analytics, LLC134$13.8K0.01%00.0%Unchanged
RVW Wealth, LLC136$14.0K0.00%+136New
Mendota Financial Group, LLC144$14.8K0.02%+1+0.7%Added
FSC Wealth Advisors, LLC150$15.4K0.02%00.0%Unchanged
Robinson Value Management, Ltd.166$17.1K0.01%00.0%Unchanged
Sturgeon Ventures LLP174$17.9K0.02%00.0%Unchanged
Johnson Midwest Financial, LLC185$19.0K0.04%+1+0.5%Added
Credential Qtrade Securities Inc.186$19.1K0.00%+144+342.9%Added
Hibernia Wealth Partners, LLC188$19.4K0.02%+188New
PrairieView Partners, LLC203$20.0K0.00%−9−4.2%Reduced
Roble, Belko & Company, Inc192$20.0K0.00%00.0%Unchanged
Robinswood Financial LLC194$20.0K0.01%00.0%Unchanged
Briaud Financial Planning, Inc217$22.0K0.02%+217New
Tradewinds Capital Management, LLC224$23.1K0.01%−75−25.1%Reduced
Marquette Asset Management, LLC224$23.1K0.01%00.0%Unchanged
Legend Financial Advisors, Inc.228$23.5K0.02%−100−30.5%Reduced
Provenance Wealth Advisors, LLC230$23.7K0.00%+230New
Red Tortoise LLC251$25.8K0.02%+3+1.2%Added
Altshuler Shaham Ltd255$26.3K0.00%−936−78.6%Reduced
Heck Capital Advisors, LLC255$26.3K0.00%+255New
Bromfield Sneider Wealth Advisors280$28.8K0.02%00.0%Unchanged
Ruedi Wealth Management, Inc.311$32.1K0.02%+200+180.2%Added
Financial Avengers, Inc.318$32.8K0.02%+2+0.6%Added
Level Financial Advisors, Inc.321$33.0K0.02%+1+0.3%Added
Cypress Capital Management LLC (WY)335$34.7K0.04%00.0%Unchanged
Winch Advisory Services, LLC355$37.0K0.01%+1+0.3%Added
Brown Shipley& Co Ltd376$38.7K0.02%00.0%Unchanged
Front Row Advisors LLC384$39.8K0.02%+21+5.8%Added
Park Circle Co400$41.2K0.04%00.0%Unchanged
JDM Financial Group LLC400$41.2K0.04%00.0%Unchanged
Iron Horse Wealth Management, LLC421$43.3K0.02%+64+17.9%Added
WFA Asset Management Corp441$45.4K0.03%+2+0.5%Added
Delos Wealth Advisors, LLC420$45.8K0.06%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co454$46.7K0.02%+454New
Macroview Investment Management LLC472$48.6K0.07%−90−16.0%Reduced
New Millennium Group LLC474$48.8K0.04%+35+8.0%Added
True Wealth Design, LLC484$49.8K0.02%00.0%Unchanged
Raffa Wealth Management, LLC484$49.8K0.02%00.0%Unchanged
Horizons Wealth Management484$49.8K0.04%00.0%Unchanged
Financial Connections Group, Inc.488$50.0K0.06%−1,080−68.9%Reduced
Ameliora Wealth Management Ltd.486$50.0K0.03%+486New
Moisand Fitzgerald Tamayo, LLC491$50.6K0.01%−68−12.2%Reduced
Ritter Daniher Financial Advisory LLC492$50.7K0.02%00.0%Unchanged
Dougherty Wealth Advisers LLC500$51.5K0.06%00.0%Unchanged
VitalStone Financial, LLC522$53.0K0.04%00.0%Unchanged
Tfo-TDC, LLC464$53.5K0.01%+241+108.1%Added
American State Bank (Iowa)530$54.6K0.04%00.0%Unchanged
Team Financial Group, LLC526$54.6K0.05%+526New
Wolff Wiese Magana LLC538$55.4K0.05%−6−1.1%Reduced
Kapitalo Investimentos Ltda548$56.4K0.01%−5,588−91.1%Reduced
Itau Unibanco Holding S.A.554$57.0K0.00%−3−0.5%Reduced
Stuart Chaussee & Associates, Inc.570$58.7K0.02%00.0%Unchanged
Mascoma Wealth Management LLC572$58.9K0.02%+65+12.8%Added
Atwood & Palmer Inc580$59.7K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.580$59.7K0.02%00.0%Unchanged
Insight Financial Services597$61.5K0.11%00.0%Unchanged
Copeland Capital Management, LLC600$61.8K0.00%00.0%Unchanged
Gleason Group, Inc.605$62.3K0.02%+4+0.7%Added
Bellevue Asset Management, LLC619$63.7K0.04%+3+0.5%Added
Lowe Wealth Advisors, LLC692$71.2K0.04%−100−12.6%Reduced
Legacy Financial Group LLC707$72.8K0.02%+707New
Bay Harbor Wealth Management, LLC722$74.9K0.03%+8+1.1%Added
Tucker Asset Management LLC824$84.8K0.02%00.0%Unchanged
Creative Capital Management Investments LLC843$86.8K0.06%00.0%Unchanged
Pacifica Partners Inc.850$88.1K0.05%+398+88.1%Added
Impact Partnership Wealth, LLC860$88.6K0.03%−8,139−90.4%Reduced
Timber Creek Capital Management LLC900$92.7K0.03%−14−1.5%Reduced
One River Asset Management, LLC892$92.9K0.04%+892New
Retirement Group, LLC1,632$93.1K0.04%+217+15.3%Added
Versant Capital Management, Inc920$94.7K0.03%−6−0.6%Reduced
Disciplina Capital Management LLC976$100.5K0.02%00.0%Unchanged
Ulland Investment Advisors, LLC983$101.0K0.11%00.0%Unchanged
Castleview Partners, LLC988$101.7K0.09%−40−3.9%Reduced
ZRC Wealth Management, LLC988$101.7K0.09%+3+0.3%Added
Financial Synergies Wealth Advisors, Inc.990$101.9K0.01%−131−11.7%Reduced
Laffer Tengler Investments1,000$103.0K0.03%00.0%Unchanged
DecisionPoint Financial, LLC1,000$103.0K0.05%00.0%Unchanged
State of Wyoming1,001$103.1K0.02%−4,079−80.3%Reduced
Cape Investment Advisory, Inc.1,002$103.2K0.06%−24−2.3%Reduced
Sit Investment Associates Inc1,029$106.0K0.00%00.0%Unchanged