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 |
|---|---|---|---|---|---|
| Zullo Investment Group, Inc. | 11,268 | $1.16M | 0.68% | +423+3.9% | Added |
| Wellington Shields Capital Management, LLC | 11,271 | $1.16M | 0.15% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 11,275 | $1.16M | 0.81% | −250−2.2% | Reduced |
| Cornerstone Advisory, LLC | 11,303 | $1.16M | 0.20% | +126+1.1% | Added |
| Childress Capital Advisors, LLC | 11,310 | $1.16M | 0.38% | +9,374+484.2% | Added |
| Avidian Wealth Solutions, LLC | 11,312 | $1.16M | 0.08% | −881−7.2% | Reduced |
| Lavaca Capital LLC | 11,322 | $1.17M | 0.42% | −10,592−48.3% | Reduced |
| Renaissance Investment Group LLC | 11,334 | $1.17M | 0.33% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 11,330 | $1.17M | 0.21% | +861+8.2% | Added |
| Aureus Asset Management, LLC | 11,384 | $1.17M | 0.09% | +1,062+10.3% | Added |
| Adirondack Trust Co | 11,394 | $1.17M | 0.59% | −142−1.2% | Reduced |
| LexAurum Advisors, LLC | 11,415 | $1.18M | 0.34% | +604+5.6% | Added |
| Good Life Advisors, LLC | 11,433 | $1.18M | 0.13% | +236+2.1% | Added |
| Accredited Investors Inc. | 11,439 | $1.18M | 0.09% | +50+0.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 11,451 | $1.18M | 0.57% | +51+0.4% | Added |
| Archford Capital Strategies, LLC | 11,511 | $1.19M | 0.24% | +2,234+24.1% | Added |
| Covenant Partners, LLC | 11,522 | $1.19M | 0.43% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,542 | $1.19M | 0.76% | −42−0.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 11,588 | $1.19M | 0.73% | +40.0% | Added |
| Bill Few Associates, Inc. | 11,594 | $1.19M | 0.62% | +749+6.9% | Added |
| Roman Butler Fullerton & Co | 11,478 | $1.19M | 0.56% | −621−5.1% | Reduced |
| Imprint Wealth LLC | 11,576 | $1.20M | 1.01% | +955+9.0% | Added |
| Abundance Wealth Counselors | 11,668 | $1.20M | 0.34% | −611−5.0% | Reduced |
| Paladin Advisory Group, LLC | 11,688 | $1.20M | 1.01% | +63+0.5% | Added |
| Occidental Asset Management, LLC | 11,703 | $1.20M | 0.28% | +37+0.3% | Added |
| Prairie Sky Financial Group LLC | 11,722 | $1.21M | 0.85% | +31+0.3% | Added |
| YHB Investment Advisors, Inc. | 11,776 | $1.21M | 0.11% | +226+2.0% | Added |
| Brave Asset Management Inc | 11,777 | $1.21M | 0.37% | −125−1.1% | Reduced |
| Corundum Group, Inc. | 11,781 | $1.21M | 0.69% | −1,275−9.8% | Reduced |
| Longfellow Investment Management Co LLC | 11,817 | $1.22M | 0.32% | +3,211+37.3% | Added |
| Perkins Capital Management Inc | 11,825 | $1.22M | 1.21% | 00.0% | Unchanged |
| Lipe & Dalton | 11,823 | $1.22M | 0.73% | +10.0% | Added |
| Strategic Investment Advisors | 11,863 | $1.22M | 0.20% | +209+1.8% | Added |
| VeraBank, N.A. | 11,869 | $1.22M | 0.47% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 11,887 | $1.22M | 0.79% | −15,971−57.3% | Reduced |
| PDS Planning, Inc | 11,893 | $1.22M | 0.16% | +40+0.3% | Added |
| Hikari Tsushin, Inc. | 11,894 | $1.22M | 0.12% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 11,900 | $1.23M | 1.08% | −365−3.0% | Reduced |
| PEAK6 Investments LLC | 11,919 | $1.23M | 0.06% | +11,158+1,466.2% | Added |
| Buckingham Capital Management, Inc. | 11,935 | $1.23M | 0.19% | −86−0.7% | Reduced |
| First National Corp | 11,987 | $1.23M | 0.33% | −360−2.9% | Reduced |
| Northstar Asset Management LLC | 11,998 | $1.24M | 0.36% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 12,006 | $1.24M | 0.17% | −540−4.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 12,049 | $1.24M | 0.69% | +2,837+30.8% | Added |
| Knuff & Co LLC | 12,070 | $1.24M | 0.50% | 00.0% | Unchanged |
| Lantz Financial LLC | 12,071 | $1.24M | 0.49% | +88+0.7% | Added |
| Abacus Planning Group, Inc. | 12,091 | $1.24M | 0.30% | −937−7.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 12,123 | $1.25M | 0.75% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 12,145 | $1.25M | 0.59% | −998−7.6% | Reduced |
| Schulhoff & Co Inc | 12,158 | $1.25M | 0.63% | +30+0.2% | Added |
| First National Advisers, LLC | 12,173 | $1.25M | 0.56% | +8,518+233.1% | Added |
| Widmann Financial Services, Inc. | 12,183 | $1.25M | 1.25% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 12,190 | $1.25M | 0.20% | −1,973−13.9% | Reduced |
| Physicians Financial Services, Inc. | 12,195 | $1.25M | 0.51% | −100−0.8% | Reduced |
| Raleigh Capital Management Inc. | 12,244 | $1.26M | 0.64% | −2,111−14.7% | Reduced |
| Gilman Hill Asset Management, LLC | 12,259 | $1.26M | 0.25% | −50.0% | Reduced |
| Keudell/Morrison Wealth Management | 12,306 | $1.27M | 0.39% | −118−0.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 12,319 | $1.27M | 0.75% | −356−2.8% | Reduced |
| CWA Asset Management Group, LLC | 12,349 | $1.27M | 0.09% | −1,077−8.0% | Reduced |
| City State Bank | 12,378 | $1.27M | 0.70% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 12,384 | $1.27M | 0.25% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 12,380 | $1.27M | 0.44% | 00.0% | Unchanged |
| Kiley Juergens Wealth Management, LLC | 12,408 | $1.28M | 0.46% | −26−0.2% | Reduced |
| Platform Technology Partners | 12,461 | $1.28M | 0.60% | −96−0.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 12,466 | $1.28M | 0.27% | +281+2.3% | Added |
| Clean Yield Group | 12,407 | $1.28M | 0.57% | +1,165+10.4% | Added |
| AXS Investments LLC | 12,505 | $1.29M | 0.33% | +439+3.6% | Added |
| CoreFirst Bank & Trust | 12,529 | $1.29M | 0.92% | −23−0.2% | Reduced |
| Wealth Management Associates, Inc. | 12,571 | $1.29M | 0.76% | +77+0.6% | Added |
| Kennedy Capital Management, Inc. | 12,573 | $1.29M | 0.03% | +1,795+16.7% | Added |
| North Star Asset Management Inc | 12,594 | $1.30M | 0.07% | +11+0.1% | Added |
| Cape Ann Savings Bank | 12,599 | $1.30M | 0.91% | +45+0.4% | Added |
| Visionary Wealth Advisors | 12,609 | $1.30M | 0.11% | −288−2.2% | Reduced |
| First Interstate Bank | 12,610 | $1.30M | 0.11% | −165−1.3% | Reduced |
| KCS Wealth Advisory | 12,644 | $1.30M | 0.55% | −1,330−9.5% | Reduced |
| First Dallas Securities Inc. | 12,654 | $1.30M | 0.30% | −3,656−22.4% | Reduced |
| Summit Wealth Partners, LLC | 12,658 | $1.30M | 0.33% | +126+1.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 12,723 | $1.31M | 0.57% | −800−5.9% | Reduced |
| Prosperity Consulting Group, LLC | 12,734 | $1.31M | 0.60% | +9,654+313.4% | Added |
| Hardman Johnston Global Advisors LLC | 12,750 | $1.31M | 0.04% | 00.0% | Unchanged |
| Souders Financial Advisors | 12,786 | $1.32M | 0.25% | +154+1.2% | Added |
| Independence Bank of Kentucky | 12,803 | $1.32M | 0.56% | −299−2.3% | Reduced |
| KLCM Advisors, Inc. | 12,828 | $1.32M | 0.25% | +133+1.0% | Added |
| Spears Abacus Advisors LLC | 12,869 | $1.32M | 0.11% | −800−5.9% | Reduced |
| Barry Investment Advisors, LLC | 12,787 | $1.33M | 0.48% | −120−0.9% | Reduced |
| MidWestOne Financial Group, Inc. | 12,893 | $1.33M | 0.30% | −300−2.3% | Reduced |
| Financial Insights, Inc. | 12,950 | $1.33M | 0.47% | +2,094+19.3% | Added |
| Laidlaw Wealth Management LLC | 12,948 | $1.33M | 0.44% | −15,549−54.6% | Reduced |
| InterOcean Capital Group, LLC | 12,952 | $1.33M | 0.04% | −632−4.7% | Reduced |
| StrategIQ Financial Group, LLC | 12,952 | $1.33M | 0.15% | +2,623+25.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 12,967 | $1.33M | 0.10% | −149−1.1% | Reduced |
| Financial Sense Advisors, Inc. | 12,991 | $1.34M | 0.57% | −6,903−34.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,000 | $1.34M | 0.56% | 00.0% | Unchanged |
| Farmers National Bank | 13,032 | $1.34M | 0.47% | −69−0.5% | Reduced |
| Stokes Family Office, LLC | 13,059 | $1.34M | 0.16% | +1,170+9.8% | Added |
| Navalign, LLC | 13,082 | $1.35M | 0.51% | +505+4.0% | Added |
| Doheny Asset Management | 13,112 | $1.35M | 1.31% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 13,121 | $1.35M | 0.33% | −6,022−31.5% | Reduced |
| IMS Capital Management | 13,127 | $1.35M | 0.81% | +20.0% | Added |
| Fairfield, Bush & Co. | 13,147 | $1.35M | 0.88% | −10,375−44.1% | Reduced |