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 |
|---|---|---|---|---|---|
| Barrett & Company, Inc. | 7,146 | $735.6K | 0.43% | +322+4.7% | Added |
| KB Financial Partners, LLC | 7,150 | $736.0K | 0.21% | +17+0.2% | Added |
| Intrua Financial, LLC | 7,181 | $739.3K | 0.13% | +383+5.6% | Added |
| Sonata Capital Group Inc | 7,199 | $741.0K | 0.40% | −289−3.9% | Reduced |
| Optimum Investment Advisors | 7,200 | $741.2K | 0.38% | −150−2.0% | Reduced |
| Genesee Capital Advisors, LLC | 7,203 | $741.5K | 0.53% | −204−2.8% | Reduced |
| Compass Wealth Management LLC | 7,209 | $742.1K | 0.23% | +129+1.8% | Added |
| Cassia Capital Partners, LLC | 7,223 | $743.6K | 0.61% | +102+1.4% | Added |
| Grant/GrossMendelsohn, LLC | 7,182 | $744.5K | 0.32% | −105−1.4% | Reduced |
| Summit Financial Group Inc | 7,254 | $746.8K | 0.31% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 7,272 | $748.7K | 0.20% | +1,435+24.6% | Added |
| Dividend Assets Capital, LLC | 7,271 | $749.0K | 0.16% | −345−4.5% | Reduced |
| Blueprint Investment Partners LLC | 7,282 | $749.7K | 0.24% | −4,475−38.1% | Reduced |
| Kolinsky Wealth Management, LLC | 7,288 | $750.3K | 0.74% | −128−1.7% | Reduced |
| Alhambra Investment Partners LLC | 7,297 | $751.2K | 0.49% | 00.0% | Unchanged |
| Systematic Financial Management LP | 7,300 | $751.5K | 0.02% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $751.5K | 0.03% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 7,321 | $753.7K | 0.06% | −953−11.5% | Reduced |
| Tower Wealth Partners, Inc. | 7,327 | $754.4K | 0.62% | +16+0.2% | Added |
| Trail Ridge Investment Advisors, LLC | 7,342 | $755.9K | 0.51% | +60+0.8% | Added |
| Ellenbecker Investment Group | 7,370 | $758.0K | 0.20% | +912+14.1% | Added |
| Clare Market Investments LLC | 7,364 | $758.2K | 0.30% | +4,419+150.1% | Added |
| Pictet North America Advisors SA | 7,375 | $759.3K | 0.11% | −300−3.9% | Reduced |
| Callan Capital, LLC | 7,384 | $760.2K | 0.08% | +422+6.1% | Added |
| Opus Capital Group, LLC | 7,408 | $763.0K | 0.14% | −807−9.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 7,437 | $766.0K | 0.50% | −400−5.1% | Reduced |
| King Wealth | 7,440 | $766.0K | 0.16% | +99+1.3% | Added |
| Gateway Wealth Partners, LLC | 7,442 | $766.2K | 0.14% | −266−3.5% | Reduced |
| Hill Investment Group Partners, LLC | 7,445 | $766.5K | 0.13% | +1,574+26.8% | Added |
| Vivaldi Capital Management, LLC | 7,454 | $767.4K | 0.25% | +170+2.3% | Added |
| Pring Turner Capital Group Inc | 7,455 | $767.5K | 0.64% | 00.0% | Unchanged |
| Congress Park Capital LLC | 7,460 | $768.0K | 0.44% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 7,429 | $770.3K | 0.09% | −275−3.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,482 | $770.3K | 0.21% | +7,482 | New |
| Toews Corp | 7,500 | $772.1K | 0.47% | +7,500 | New |
| Gryphon Financial Partners LLC | 7,509 | $773.1K | 0.18% | −238−3.1% | Reduced |
| Valley Brook Capital Group | 7,532 | $775.4K | 0.77% | +35+0.5% | Added |
| Smith & Howard Wealth Management, LLC | 7,537 | $775.9K | 0.27% | +36+0.5% | Added |
| MWA Asset Management | 7,538 | $776.0K | 0.75% | +7,538 | New |
| Garrison Point Advisors, LLC | 7,540 | $776.2K | 0.60% | −99−1.3% | Reduced |
| Groesbeck Investment Management Corp | 7,543 | $777.0K | 1.18% | +1,343+21.7% | Added |
| Sunburst Financial Group, LLC | 7,573 | $779.7K | 0.28% | −18−0.2% | Reduced |
| Oxler Private Wealth LLC | 7,581 | $780.6K | 0.39% | +48+0.6% | Added |
| Van Strum & Towne Inc. | 7,593 | $781.7K | 0.33% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 7,594 | $781.8K | 0.27% | −146−1.9% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,594 | $782.0K | 0.26% | +5+0.1% | Added |
| Premier Fund Managers Ltd | 7,500 | $782.0K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 7,601 | $782.5K | 0.02% | −1,023−11.9% | Reduced |
| DCM Advisors, LLC | 7,607 | $783.1K | 0.35% | −616−7.5% | Reduced |
| Old Mission Investment Co LLC | 7,618 | $784.3K | 0.30% | −58−0.8% | Reduced |
| Morton Capital Management LLC | 7,629 | $785.4K | 0.28% | +100+1.3% | Added |
| Traphagen Investment Advisors LLC | 7,631 | $785.6K | 0.10% | +10+0.1% | Added |
| Red Wave Investments LLC | 7,643 | $786.8K | 0.34% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 7,668 | $789.4K | 0.58% | −215−2.7% | Reduced |
| Old Port Advisors | 7,669 | $789.5K | 0.29% | +7,669 | New |
| LifePro Asset Management | 7,669 | $789.5K | 0.65% | +100+1.3% | Added |
| Angeles Investment Advisors, LLC | 7,640 | $789.6K | 0.06% | +7,640 | New |
| Oxbow Advisors, LLC | 7,677 | $790.4K | 0.12% | −4,651−37.7% | Reduced |
| SignalPoint Asset Management, LLC | 7,689 | $791.6K | 0.25% | +1,138+17.4% | Added |
| Johnson & White Wealth Management, LLC | 7,696 | $792.0K | 0.72% | +26+0.3% | Added |
| Eagle Ridge Investment Management | 7,702 | $792.9K | 0.09% | −172−2.2% | Reduced |
| Aaron Wealth Advisors | 7,703 | $793.0K | 0.10% | −1,356−15.0% | Reduced |
| Builder Investment Group Inc | 7,721 | $794.9K | 0.31% | +5+0.1% | Added |
| Monticello Wealth Management, LLC | 7,730 | $795.8K | 0.08% | +2,045+36.0% | Added |
| Strong Tower Advisory Services | 7,763 | $799.2K | 0.40% | +72+0.9% | Added |
| Eagle Bay Advisors LLC | 7,769 | $799.9K | 0.37% | +2,620+50.9% | Added |
| Dover Advisors, LLC | 7,725 | $800.8K | 0.81% | +205+2.7% | Added |
| Resolute Wealth Strategies, LLC | 7,787 | $801.7K | 0.60% | +35+0.5% | Added |
| Edgewood Management LLC | 7,818 | $804.9K | 0.00% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 7,860 | $806.1K | 0.20% | −536−6.4% | Reduced |
| First Bank & Trust | 7,856 | $808.8K | 0.21% | −150−1.9% | Reduced |
| Claret Asset Management Corp | 7,863 | $809.0K | 0.16% | +15+0.2% | Added |
| Crabel Capital Management, LLC | 7,878 | $811.0K | 0.65% | +7,878 | New |
| Prentice Wealth Management LLC | 7,884 | $811.7K | 0.37% | +101+1.3% | Added |
| Crescent Sterling, Ltd. | 7,891 | $812.4K | 0.86% | +660+9.1% | Added |
| Granite Investment Partners, LLC | 7,892 | $812.5K | 0.03% | −2,414−23.4% | Reduced |
| Clarus Group, Inc. | 7,896 | $812.9K | 0.59% | −968−10.9% | Reduced |
| Ifrah Financial Services, Inc. | 7,923 | $815.6K | 0.25% | −40−0.5% | Reduced |
| Tiedemann Advisors, LLC | 7,868 | $815.8K | 0.03% | +4,880+163.3% | Added |
| Insight 2811, Inc. | 7,947 | $818.1K | 0.46% | −1,175−12.9% | Reduced |
| Emerald Advisors, LLC | 7,958 | $819.3K | 0.19% | +1,103+16.1% | Added |
| HHM Wealth Advisors, LLC | 7,983 | $821.9K | 0.16% | −331−4.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 7,998 | $823.4K | 0.07% | −194−2.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 8,028 | $826.5K | 0.30% | +8,028 | New |
| Carr Financial Group Corp | 8,024 | $829.5K | 0.33% | −335−4.0% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,058 | $829.6K | 0.80% | −385−4.6% | Reduced |
| Sigma Investment Counselors Inc | 8,066 | $830.4K | 0.06% | +67+0.8% | Added |
| New Jersey Better Educational Savings Trust | 8,078 | $831.6K | 2.04% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 7,975 | $832.6K | 0.44% | −16,785−67.8% | Reduced |
| Garner Asset Management Corp | 7,365 | $834.0K | 0.50% | −512−6.5% | Reduced |
| Day & Ennis, LLC | 8,107 | $834.6K | 0.31% | +10.0% | Added |
| Meeder Asset Management Inc | 8,111 | $835.0K | 0.07% | −75,823−90.3% | Reduced |
| Core Wealth Partners LLC | 8,120 | $836.0K | 0.76% | +30.0% | Added |
| Clear Creek Financial Management, LLC | 8,133 | $837.8K | 0.15% | +271+3.4% | Added |
| Barton Investment Management | 8,158 | $839.9K | 0.14% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 8,162 | $840.3K | 0.12% | −527−6.1% | Reduced |
| Staley Capital Advisers Inc | 8,167 | $840.8K | 0.05% | −399−4.7% | Reduced |
| Weil Company, Inc. | 8,180 | $842.2K | 0.42% | −3,105−27.5% | Reduced |
| Hartford Funds Management Co LLC | 8,180 | $842.2K | 0.09% | +707+9.5% | Added |
| MSH Capital Advisors LLC | 8,189 | $843.1K | 0.33% | +624+8.2% | Added |