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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JGP Global Gestao de Recursos Ltda. | 6,195 | $637.8K | 0.40% | −67−1.1% | Reduced |
| Chemistry Wealth Management LLC | 6,209 | $639.2K | 0.21% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 6,218 | $640.3K | 0.12% | −68−1.1% | Reduced |
| JT Stratford LLC | 6,220 | $640.3K | 0.17% | −5,803−48.3% | Reduced |
| Aveo Capital Partners, LLC | 6,241 | $642.5K | 0.08% | −37−0.6% | Reduced |
| Nicolet Bankshares Inc | 6,250 | $643.4K | 0.20% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 6,253 | $643.7K | 0.15% | −284−4.3% | Reduced |
| Citizens Business Bank | 6,256 | $644.1K | 0.15% | −309−4.7% | Reduced |
| Absher Wealth Management, LLC | 6,261 | $644.6K | 0.11% | +1,037+19.9% | Added |
| Altus Wealth Management, LLC | 6,265 | $645.0K | 0.45% | +40+0.6% | Added |
| Alera Investment Advisors, LLC | 6,269 | $645.4K | 0.11% | −90−1.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 6,295 | $648.0K | 0.32% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 6,295 | $648.0K | 0.33% | +1,001+18.9% | Added |
| NFP Retirement, Inc. | 6,308 | $649.4K | 0.12% | +41+0.7% | Added |
| Prossimo Advisors, LLC | 6,309 | $650.0K | 1.53% | +10+0.2% | Added |
| Resonant Capital Advisors, LLC | 6,281 | $651.2K | 0.07% | +63+1.0% | Added |
| David R. Rahn & Associates Inc. | 6,361 | $654.9K | 0.33% | +1,000+18.7% | Added |
| Partners Capital Investment Group, LLP | 6,369 | $655.7K | 0.02% | +3,581+128.4% | Added |
| Howard Financial Services, Ltd. | 6,376 | $656.4K | 0.15% | +22+0.3% | Added |
| JNBA Financial Advisors | 6,377 | $656.5K | 0.08% | −46−0.7% | Reduced |
| Beacon Capital Management, LLC | 5,694 | $657.0K | 0.17% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 6,385 | $657.4K | 0.10% | −1,219−16.0% | Reduced |
| Salomon & Ludwin, LLC | 6,396 | $658.5K | 0.07% | +230+3.7% | Added |
| Ignite Planners, LLC | 6,356 | $658.5K | 0.20% | −128−2.0% | Reduced |
| Canton Hathaway, LLC | 6,398 | $659.0K | 0.21% | +78+1.2% | Added |
| Charles Carroll Financial Partners, LLC | 6,406 | $659.5K | 0.82% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6,408 | $659.7K | 0.19% | +2,087+48.3% | Added |
| O'Rourke & Company, Inc | 6,419 | $661.0K | 0.48% | −215−3.2% | Reduced |
| Greystone Financial Group, LLC | 6,423 | $661.2K | 0.16% | −607−8.6% | Reduced |
| Redwood Financial Network Corp | 6,433 | $662.2K | 0.70% | −921−12.5% | Reduced |
| IFG Advisors, LLC | 6,460 | $665.0K | 0.24% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 6,466 | $665.7K | 0.05% | +146+2.3% | Added |
| DGS Capital Management, LLC | 6,476 | $666.7K | 0.33% | −145−2.2% | Reduced |
| Atlas Capital Advisors LLC | 6,481 | $667.2K | 0.11% | −136−2.1% | Reduced |
| Cross Staff Investments Inc | 6,485 | $667.6K | 0.65% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 6,496 | $668.8K | 0.09% | +6,496 | New |
| FSM Wealth Advisors, LLC | 6,496 | $668.8K | 0.34% | −858−11.7% | Reduced |
| Delta Investment Management, LLC | 6,498 | $668.9K | 0.19% | +52+0.8% | Added |
| General Partner, Inc. | 6,493 | $671.1K | 0.60% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 6,520 | $671.2K | 0.63% | −110−1.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,480 | $671.8K | 0.06% | −214−3.2% | Reduced |
| Orion Capital Management LLC | 6,528 | $672.1K | 0.44% | −650−9.1% | Reduced |
| Nadler Financial Group, Inc. | 6,531 | $672.3K | 0.10% | +8+0.1% | Added |
| Morris Retirement Advisors, LLC | 6,535 | $672.8K | 0.48% | −460−6.6% | Reduced |
| Family Firm, Inc. | 6,545 | $673.8K | 0.19% | +35+0.5% | Added |
| Mathes Company, Inc. | 6,550 | $674.0K | 0.31% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 6,550 | $674.3K | 0.58% | −262−3.8% | Reduced |
| Channel Wealth LLC | 6,568 | $676.2K | 0.38% | −221−3.3% | Reduced |
| Baldwin Investment Management, LLC | 6,570 | $676.4K | 0.11% | −400−5.7% | Reduced |
| Monterey Private Wealth, Inc. | 6,571 | $676.5K | 0.34% | +22+0.3% | Added |
| Alta Advisers Ltd | 6,600 | $679.5K | 0.39% | 00.0% | Unchanged |
| Certified Advisory Corp | 21,928 | $681.1K | 0.13% | +15,779+256.6% | Added |
| Koss-Olinger Consulting, LLC | 6,622 | $682.0K | 0.10% | −175−2.6% | Reduced |
| GTS Securities LLC | 6,630 | $682.6K | 0.01% | +6,630 | New |
| Oxford Financial Group Ltd | 6,671 | $686.8K | 0.06% | −2,262−25.3% | Reduced |
| Crumly & Associates Inc. | 6,673 | $686.9K | 0.27% | +389+6.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,678 | $687.5K | 0.05% | +670+11.2% | Added |
| Samalin Investment Counsel, LLC | 6,685 | $688.2K | 0.40% | +88+1.3% | Added |
| Octavia Wealth Advisors, LLC | 6,645 | $689.0K | 0.14% | +621+10.3% | Added |
| Truepoint, Inc. | 6,698 | $689.6K | 0.02% | +1,290+23.9% | Added |
| FourThought Financial Partners, LLC | 6,699 | $689.6K | 0.10% | −1,467−18.0% | Reduced |
| Landmark Financial Advisors, LLC | 6,700 | $689.8K | 0.28% | −100−1.5% | Reduced |
| RB Capital Management, LLC | 6,711 | $690.9K | 0.22% | +37+0.6% | Added |
| Asset Management Group, Inc. | 6,711 | $690.9K | 0.15% | +41+0.6% | Added |
| L2 Asset Management, LLC | 67 | $691.2K | 0.33% | −10,752−99.4% | Reduced |
| Providence First Trust Co | 6,725 | $692.3K | 0.39% | −2,120−24.0% | Reduced |
| LVW Advisors, LLC | 6,735 | $693.4K | 0.15% | −3,033−31.1% | Reduced |
| V Wealth Advisors LLC | 6,755 | $695.4K | 0.56% | −13,248−66.2% | Reduced |
| Bangor Savings Bank | 6,760 | $695.9K | 0.08% | +120+1.8% | Added |
| Pioneer Trust Bank N A | 6,765 | $696.5K | 0.23% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 6,766 | $696.6K | 0.42% | −8−0.1% | Reduced |
| Kenfarb & Co. | 5,800 | $697.1K | 0.64% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 6,779 | $697.9K | 0.12% | −315−4.4% | Reduced |
| LWMG, LLC | 6,781 | $698.1K | 0.19% | −81−1.2% | Reduced |
| Investment Partners, Ltd. | 6,796 | $699.7K | 0.37% | +625+10.1% | Added |
| Westshore Wealth, LLC | 6,796 | $699.7K | 0.39% | −1,246−15.5% | Reduced |
| Options Solutions, LLC | 6,800 | $700.1K | 0.80% | −500−6.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 6,752 | $701.0K | 0.02% | +4,126+157.1% | Added |
| Olistico Wealth, LLC | 6,824 | $702.5K | 0.63% | −40−0.6% | Reduced |
| Aspen Investment Management Inc | 6,877 | $707.0K | 0.43% | +2,185+46.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 6,830 | $709.6K | 0.06% | −393−5.4% | Reduced |
| Moseley Investment Management Inc | 6,895 | $709.8K | 0.42% | +19+0.3% | Added |
| Delta Financial Advisors LLC | 6,922 | $712.6K | 0.32% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6,932 | $713.7K | 0.13% | +16+0.2% | Added |
| Bender Robert & Associates | 6,966 | $717.1K | 0.21% | −550−7.3% | Reduced |
| Atlas Private Wealth Management | 6,969 | $717.5K | 0.39% | −612−8.1% | Reduced |
| Voya Financial Advisors, Inc. | 6,882 | $717.8K | 0.09% | +1,413+25.8% | Added |
| Fenimore Asset Management Inc | 7,050 | $725.8K | 0.02% | −10−0.1% | Reduced |
| Elgethun Capital Management | 7,084 | $726.5K | 0.22% | +4,355+159.6% | Added |
| OmniStar Financial Group, Inc. | 7,041 | $726.8K | 0.86% | −68−1.0% | Reduced |
| Sterling Investment Counsel, LLC | 7,063 | $727.2K | 0.42% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 7,064 | $727.2K | 0.63% | −881−11.1% | Reduced |
| Sittner & Nelson, LLC | 7,068 | $727.7K | 0.42% | −95−1.3% | Reduced |
| SkyView Investment Advisors, LLC | 7,073 | $728.0K | 0.30% | −8,817−55.5% | Reduced |
| Camden Capital, LLC | 7,088 | $729.7K | 0.09% | +1,227+20.9% | Added |
| Hamilton Capital, LLC | 7,093 | $730.2K | 0.06% | −16−0.2% | Reduced |
| Magnus Financial Group LLC | 7,103 | $731.3K | 0.11% | −556−7.3% | Reduced |
| Capital Advisors Inc | 7,107 | $731.7K | 0.02% | −41−0.6% | Reduced |
| Cooper Financial Group | 7,111 | $732.1K | 0.18% | −269−3.6% | Reduced |
| Successful Portfolios LLC | 7,127 | $733.8K | 0.65% | +14+0.2% | Added |