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
- 3,221
- +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
- 1,409 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 |
|---|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | 8,216 | $846.0K | 0.39% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 8,184 | $846.2K | 0.16% | +8,184 | New |
| Guardian Wealth Advisors, LLC | 8,169 | $846.9K | 0.14% | +124+1.5% | Added |
| Old Second National Bank of Aurora | 8,250 | $849.3K | 0.26% | −248−2.9% | Reduced |
| Pacific Capital Partners Ltd | 8,253 | $849.6K | 0.51% | +8,253 | New |
| Relyea Zuckerberg Hanson LLC | 8,259 | $850.3K | 0.19% | +146+1.8% | Added |
| FinTrust Capital Advisors, LLC | 8,264 | $850.8K | 0.19% | −3,201−27.9% | Reduced |
| Signature Wealth Management Partners, LLC | 8,271 | $851.5K | 0.83% | +138+1.7% | Added |
| Amussen Hunsaker Associates LLC | 8,200 | $855.3K | 0.20% | −60−0.7% | Reduced |
| Professional Advisory Services Inc | 8,322 | $857.0K | 0.14% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 8,360 | $860.7K | 0.39% | 00.0% | Unchanged |
| L.M. Kohn & Company | 8,361 | $860.8K | 0.31% | +282+3.5% | Added |
| Weinberger Asset Management, Inc | 8,363 | $861.0K | 0.49% | +142+1.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,368 | $861.5K | 0.06% | −325−3.7% | Reduced |
| Mark Stevens | 8,371 | $861.8K | 0.12% | +479+6.1% | Added |
| Renasant Bank | 8,383 | $863.0K | 0.73% | +845+11.2% | Added |
| Aft, Forsyth & Company, Inc. | 8,387 | $863.4K | 0.63% | −400−4.6% | Reduced |
| Invesco, LLC | 8,388 | $863.5K | 0.43% | +1,355+19.3% | Added |
| Magnolia Capital Management Ltd | 8,400 | $865.0K | 0.84% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 8,426 | $867.5K | 0.25% | −31−0.4% | Reduced |
| Poehling Capital Management, LLC | 8,433 | $868.2K | 0.30% | −154−1.8% | Reduced |
| Zevin Asset Management LLC | 8,471 | $872.0K | 0.18% | +835+10.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,000 | $872.2K | 0.72% | +1,700+27.0% | Added |
| Frisch Financial Group, Inc. | 8,482 | $873.0K | 0.35% | −293−3.3% | Reduced |
| Institute for Wealth Management, LLC. | 8,513 | $876.4K | 0.16% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 8,514 | $876.6K | 0.61% | +2,557+42.9% | Added |
| TCI Wealth Advisors, Inc. | 8,520 | $877.1K | 0.11% | +164+2.0% | Added |
| First Commonwealth Financial Corp | 8,529 | $878.1K | 0.29% | +76+0.9% | Added |
| Barnes Pettey Financial Advisors, LLC | 8,541 | $879.3K | 0.81% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 8,679 | $879.9K | 0.33% | −11,630−57.3% | Reduced |
| Matrix Private Capital Group LLC | 8,503 | $881.6K | 0.66% | +10.0% | Added |
| Athena Investment Management | 8,565 | $881.8K | 0.63% | +10.0% | Added |
| Mendel Money Management | 8,579 | $883.2K | 0.47% | +228+2.7% | Added |
| Allstate Corp | 8,584 | $883.7K | 0.05% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 8,597 | $885.1K | 0.03% | −88−1.0% | Reduced |
| SOA Wealth Advisors, LLC. | 8,617 | $887.1K | 0.22% | +37+0.4% | Added |
| Capstone Financial Advisors, Inc. | 8,620 | $887.4K | 0.07% | +30.0% | Added |
| KC Investment Advisors, LLC | 8,622 | $887.7K | 0.58% | +806+10.3% | Added |
| Bassett Hargrove Investment Counsel, LLC | 8,640 | $889.0K | 1.49% | −200−2.3% | Reduced |
| Cim Investment Mangement Inc | 8,651 | $890.6K | 0.33% | −193−2.2% | Reduced |
| Column Capital Advisors, LLC | 8,699 | $895.6K | 0.13% | +3,880+80.5% | Added |
| Linden Thomas Advisory Services, LLC | 8,719 | $897.6K | 0.20% | +8,719 | New |
| LBMC Investment Advisors, LLC | 8,826 | $898.2K | 0.10% | +75+0.9% | Added |
| Journey Strategic Wealth LLC | 8,735 | $899.3K | 0.04% | +224+2.6% | Added |
| Greenfield Savings Bank | 8,743 | $900.1K | 0.57% | +8,743 | New |
| Avestar Capital, LLC | 8,709 | $902.8K | 0.14% | +1,349+18.3% | Added |
| Edgestream Partners, L.P. | 8,777 | $903.6K | 0.07% | +5,198+145.2% | Added |
| Segment Wealth Management, LLC | 8,789 | $904.8K | 0.09% | +68+0.8% | Added |
| NVWM, LLC | 8,733 | $905.0K | 0.30% | +591+7.3% | Added |
| Scharf Investments, LLC | 8,807 | $906.7K | 0.03% | +306+3.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 8,811 | $907.0K | 0.21% | +41+0.5% | Added |
| Tiemann Investment Advisors, LLC | 8,811 | $907.1K | 0.48% | −125−1.4% | Reduced |
| Meitav Dash Investments Ltd | 8,760 | $907.9K | 0.01% | −11,252−56.2% | Reduced |
| Kowal Investment Group, LLC | 8,827 | $908.7K | 0.25% | +321+3.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,832 | $909.3K | 0.42% | +286+3.3% | Added |
| MQS Management LLC | 8,838 | $909.9K | 0.55% | +8,838 | New |
| Foster Dykema Cabot & Co Inc | 8,836 | $910.0K | 0.11% | +750+9.3% | Added |
| Burns J W & Co Inc | 8,841 | $910.2K | 0.15% | −7−0.1% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 8,859 | $912.0K | 0.79% | −707−7.4% | Reduced |
| Loomis Sayles & Co L P | 8,862 | $913.0K | 0.00% | −2,587−22.6% | Reduced |
| Towercrest Capital Management | 8,886 | $914.8K | 0.18% | +35+0.4% | Added |
| Caldwell Sutter Capital, Inc. | 8,934 | $919.8K | 0.51% | −392−4.2% | Reduced |
| Arnhold LLC | 8,942 | $920.6K | 0.11% | +200+2.3% | Added |
| Ausdal Financial Partners, Inc. | 8,971 | $923.6K | 0.13% | −533−5.6% | Reduced |
| Providence Wealth Advisors, LLC | 9,061 | $924.3K | 1.03% | +175+2.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 8,988 | $925.3K | 0.27% | −19−0.2% | Reduced |
| Winthrop Advisory Group LLC | 8,928 | $925.7K | 0.15% | −1,066−10.7% | Reduced |
| Fort Point Capital Partners LLC | 8,998 | $926.3K | 0.15% | +550+6.5% | Added |
| Ami Asset Management Corp | 9,000 | $926.5K | 0.06% | −37−0.4% | Reduced |
| Arrow Financial Corp | 9,013 | $927.9K | 0.11% | −63−0.7% | Reduced |
| Donald L. Hagan, LLC | 9,032 | $929.8K | 0.56% | −1,224−11.9% | Reduced |
| First Command Advisory Services, Inc. | 9,081 | $934.9K | 0.01% | +9,079+453,950.0% | Added |
| Glen Eagle Advisors, LLC | 9,112 | $938.1K | 0.22% | −3,763−29.2% | Reduced |
| Townsend & Associates, Inc | 9,130 | $938.7K | 0.20% | −23,553−72.1% | Reduced |
| Bell Bank | 9,143 | $941.3K | 0.10% | +1,744+23.6% | Added |
| MV Capital Management, Inc. | 9,147 | $941.7K | 0.13% | +67+0.7% | Added |
| Orser Capital Management, LLC | 9,154 | $942.4K | 0.95% | −120−1.3% | Reduced |
| Abacus Wealth Partners, LLC | 9,163 | $943.3K | 0.29% | +1,826+24.9% | Added |
| Univest Financial Corp | 9,164 | $943.4K | 0.31% | −688−7.0% | Reduced |
| Vicus Capital | 9,165 | $943.6K | 0.10% | +2,374+35.0% | Added |
| McRae Capital Management Inc | 9,180 | $945.1K | 0.28% | −346−3.6% | Reduced |
| HBW Advisory Services LLC | 9,182 | $946.0K | 0.20% | −49,093−84.2% | Reduced |
| Trifecta Capital Advisors, LLC | 9,192 | $946.3K | 0.30% | −466−4.8% | Reduced |
| Sherbrooke Park Advisers LLC | 9,193 | $946.4K | 0.30% | +9,193 | New |
| Kidder Stephen W | 9,204 | $947.6K | 0.33% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 9,219 | $949.1K | 0.68% | −645−6.5% | Reduced |
| Baker Avenue Asset Management, LP | 9,230 | $950.2K | 0.05% | −256−2.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 9,295 | $957.0K | 0.94% | +355+4.0% | Added |
| Townsend Asset Management Corp | 9,309 | $958.4K | 0.48% | −171−1.8% | Reduced |
| Kapstone Financial Advisors LLC | 9,327 | $960.2K | 0.86% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 9,344 | $962.0K | 0.27% | −1,540−14.1% | Reduced |
| USA Financial Portformulas Corp | 9,371 | $964.7K | 1.44% | −91−1.0% | Reduced |
| Sonoma Private Wealth LLC | 9,373 | $965.0K | 1.76% | −188−2.0% | Reduced |
| Brady Family Wealth, LLC | 9,386 | $966.3K | 0.37% | −5−0.1% | Reduced |
| Farther Finance Advisors, LLC | 9,397 | $967.4K | 0.15% | +4,072+76.5% | Added |
| Port Capital LLC | 9,400 | $968.0K | 0.06% | +57+0.6% | Added |
| Astoria Portfolio Advisors LLC. | 9,199 | $971.0K | 0.47% | −973−9.6% | Reduced |
| Sather Financial Group Inc | 9,451 | $973.0K | 0.08% | −234−2.4% | Reduced |
| Capital Square, LLC | 9,541 | $973.2K | 1.31% | −48−0.5% | Reduced |
| Monetary Management Group Inc | 9,455 | $973.4K | 0.32% | −450−4.5% | Reduced |