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 |
|---|---|---|---|---|---|
| Optas, LLC | 9,467 | $974.6K | 0.32% | +404+4.5% | Added |
| Focus Financial Network, Inc. | 9,412 | $975.7K | 0.06% | −328−3.4% | Reduced |
| My Legacy Advisors, LLC | 9,719 | $976.0K | 0.40% | +232+2.4% | Added |
| Hilltop Partners LLC | 9,486 | $976.6K | 0.41% | +2,902+44.1% | Added |
| Papp L Roy & Associates | 9,497 | $977.7K | 0.13% | +21+0.2% | Added |
| First Heartland Consultants, Inc. | 9,523 | $980.0K | 0.12% | +224+2.4% | Added |
| Change Path, LLC | 9,525 | $981.0K | 0.07% | −30,406−76.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 9,546 | $982.8K | 0.09% | −99−1.0% | Reduced |
| RFP Financial Group LLC | 9,554 | $983.6K | 0.43% | −35−0.4% | Reduced |
| Aspire Private Capital, LLC | 9,577 | $986.0K | 0.32% | +379+4.1% | Added |
| Quantamental Technologies LLC | 9,594 | $987.7K | 0.93% | +9,594 | New |
| Northwest Investment Counselors, LLC | 9,595 | $987.8K | 0.28% | +712+8.0% | Added |
| Quent Capital, LLC | 9,597 | $988.0K | 0.15% | +837+9.6% | Added |
| Redhawk Wealth Advisors, Inc. | 9,629 | $991.4K | 0.33% | −316−3.2% | Reduced |
| Argus Investors' Counsel, Inc. | 9,629 | $991.4K | 0.71% | +333+3.6% | Added |
| Connecticut Wealth Management, LLC | 9,662 | $994.7K | 0.07% | +3,196+49.4% | Added |
| First Pacific Financial | 9,686 | $997.2K | 0.44% | −937−8.8% | Reduced |
| Richard W. Paul & Associates, LLC | 9,694 | $997.9K | 0.46% | +305+3.2% | Added |
| Principal Street Partners, LLC | 9,751 | $1.00M | 0.20% | −2,462−20.2% | Reduced |
| Old North State Trust, LLC | 9,763 | $1.00M | 0.78% | −713−6.8% | Reduced |
| Apriem Advisors | 9,777 | $1.01M | 0.15% | −45−0.5% | Reduced |
| Shayne & Co., LLC | 9,782 | $1.01M | 0.34% | +9,782 | New |
| Washington Trust Advisors, Inc. | 9,789 | $1.01M | 0.10% | +15+0.2% | Added |
| Lee Financial Co | 9,854 | $1.02M | 0.19% | +8,197+494.7% | Added |
| WNY Asset Management, LLC | 9,946 | $1.02M | 0.20% | +1,724+21.0% | Added |
| Vigilare Wealth Management | 9,947 | $1.02M | 0.65% | −296−2.9% | Reduced |
| Mechanics Financial Corp | 9,976 | $1.03M | 0.56% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 9,997 | $1.03M | 0.82% | +58+0.6% | Added |
| Lumina Fund Management LLC | 10,000 | $1.03M | 0.49% | 00.0% | Unchanged |
| Gries Financial LLC | 10,021 | $1.03M | 0.28% | −435−4.2% | Reduced |
| Providence Capital Advisors, LLC | 10,031 | $1.03M | 0.27% | +161+1.6% | Added |
| Everhart Financial Group, Inc. | 10,040 | $1.03M | 0.44% | +452+4.7% | Added |
| Peak Planning Group, LLC | 10,076 | $1.04M | 0.81% | +55+0.5% | Added |
| Patron Partners Advisors, LLC | 10,101 | $1.04M | 0.77% | +672+7.1% | Added |
| Highline Wealth Partners LLC | 10,118 | $1.04M | 0.64% | +24+0.2% | Added |
| First Business Financial Services, Inc. | 10,131 | $1.04M | 0.13% | +363+3.7% | Added |
| Seascape Capital Management | 10,163 | $1.05M | 0.50% | +24+0.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 10,218 | $1.05M | 0.68% | −1,534−13.1% | Reduced |
| Coston, McIsaac & Partners | 10,228 | $1.05M | 0.40% | −86−0.8% | Reduced |
| Highlander Capital Management, LLC | 10,232 | $1.05M | 0.41% | +7,400+261.3% | Added |
| WealthPLAN Partners, LLC | 10,232 | $1.05M | 0.12% | +1,126+12.4% | Added |
| Forefront Wealth Management Inc. | 10,262 | $1.06M | 1.48% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 10,277 | $1.06M | 0.07% | +2,144+26.4% | Added |
| NWF Advisory Services Inc. | 10,327 | $1.06M | 0.25% | +83+0.8% | Added |
| Mach-1 Financial Group, Inc. | 10,340 | $1.06M | 0.45% | −13,882−57.3% | Reduced |
| Redmond Asset Management, LLC | 10,358 | $1.07M | 0.38% | −60−0.6% | Reduced |
| Baker Ellis Asset Management LLC | 10,365 | $1.07M | 0.19% | −300−2.8% | Reduced |
| Dorchester Wealth Management Co | 10,388 | $1.07M | 0.22% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 10,392 | $1.07M | 0.18% | −961−8.5% | Reduced |
| First Western Trust Bank | 10,393 | $1.07M | 0.06% | −15−0.1% | Reduced |
| Sage Rhino Capital LLC | 10,420 | $1.07M | 0.30% | +31+0.3% | Added |
| Millington Financial Advisors, LLC | 10,436 | $1.07M | 0.96% | −449−4.1% | Reduced |
| Cynosure Management, LLC | 10,442 | $1.08M | 0.33% | −134−1.3% | Reduced |
| KPP Advisory Services LLC | 10,451 | $1.08M | 0.36% | +10,451 | New |
| First Washington CORP | 10,482 | $1.08M | 0.44% | 00.0% | Unchanged |
| TCW Group Inc | 10,505 | $1.08M | 0.01% | 00.0% | Unchanged |
| Argent Capital Management LLC | 10,524 | $1.08M | 0.04% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 10,572 | $1.08M | 0.20% | −338−3.1% | Reduced |
| Shariaportfolio, Inc. | 10,540 | $1.08M | 0.86% | +10,540 | New |
| Seelaus Asset Management LLC | 10,541 | $1.09M | 1.23% | −200−1.9% | Reduced |
| Traynor Capital Management, Inc. | 10,545 | $1.09M | 0.15% | +76+0.7% | Added |
| Phillips Wealth Planners LLC | 10,813 | $1.09M | 1.47% | −236−2.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 10,552 | $1.09M | 0.04% | −1,241−10.5% | Reduced |
| Carl P. Sherr & Co., LLC | 10,569 | $1.09M | 0.74% | −1,597−13.1% | Reduced |
| MONECO Advisors, LLC | 10,576 | $1.09M | 0.30% | +543+5.4% | Added |
| Tradewinds, LLC. | 10,581 | $1.09M | 0.64% | −91−0.9% | Reduced |
| Autumn Glory Partners, LLC | 10,594 | $1.09M | 0.67% | +1,032+10.8% | Added |
| Wealth Alliance Advisory Group, LLC | 10,600 | $1.09M | 0.32% | +5,819+121.7% | Added |
| Hamilton Point Investment Advisors, LLC | 10,559 | $1.09M | 0.27% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 10,648 | $1.10M | 0.02% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 10,651 | $1.10M | 1.21% | +185+1.8% | Added |
| TLWM | 10,671 | $1.10M | 0.29% | +332+3.2% | Added |
| Round Rock Advisors, LLC | 10,684 | $1.10M | 0.42% | +57+0.5% | Added |
| Coho Partners, Ltd. | 10,740 | $1.11M | 0.02% | −8,157−43.2% | Reduced |
| GoalVest Advisory LLC | 10,746 | $1.11M | 0.55% | +838+8.5% | Added |
| Centiva Capital, LP | 10,751 | $1.11M | 0.06% | +10,751 | New |
| Trustco Bank Corp N Y | 10,758 | $1.11M | 1.26% | −33−0.3% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 10,768 | $1.11M | 0.26% | −3,012−21.9% | Reduced |
| Cladis Investment Advisory, LLC | 10,776 | $1.11M | 0.97% | +90+0.8% | Added |
| Quantbot Technologies LP | 10,827 | $1.11M | 0.07% | +10,827 | New |
| Foundation Wealth Management, LLC | 10,851 | $1.12M | 1.12% | −50−0.5% | Reduced |
| Waverton Investment Management Ltd | 10,850 | $1.12M | 0.03% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 10,882 | $1.12M | 0.30% | −891−7.6% | Reduced |
| MBL Wealth, LLC | 10,971 | $1.13M | 0.16% | +255+2.4% | Added |
| Coastal Bridge Advisors, LLC | 11,050 | $1.14M | 0.31% | +322+3.0% | Added |
| Measured Wealth Private Client Group, LLC | 11,071 | $1.14M | 0.46% | +263+2.4% | Added |
| CVA Family Office, LLC | 11,071 | $1.14M | 0.26% | +6+0.1% | Added |
| Monument Capital Management | 11,107 | $1.14M | 0.38% | −2,010−15.3% | Reduced |
| Twelve Points Wealth Management LLC | 11,110 | $1.14M | 0.57% | +346+3.2% | Added |
| Simon Quick Advisors, LLC | 11,144 | $1.15M | 0.11% | +1,068+10.6% | Added |
| Colonial River Wealth Management, LLC | 11,145 | $1.15M | 0.75% | +2,808+33.7% | Added |
| Vista Investment Management | 11,162 | $1.15M | 0.60% | −36−0.3% | Reduced |
| Peterson Wealth Services | 11,183 | $1.15M | 0.86% | +508+4.8% | Added |
| Charter Oak Capital Management, LLC | 11,198 | $1.15M | 0.15% | −317−2.8% | Reduced |
| Chapin Davis, Inc. | 11,207 | $1.15M | 0.55% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 11,220 | $1.16M | 0.16% | −392−3.4% | Reduced |
| Peoples Bank | 11,224 | $1.16M | 0.75% | +53+0.5% | Added |
| Drive Wealth Management, LLC | 11,153 | $1.16M | 0.42% | +47+0.4% | Added |
| Guerra Pan Advisors, LLC | 11,264 | $1.16M | 1.34% | +32+0.3% | Added |
| Bremer Bank National Association | 11,266 | $1.16M | 0.23% | −891−7.3% | Reduced |