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 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $196.9B |
| Q3 2024 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Prevail Innovative Wealth Advisors, LLC | 13,165 | $1.36M | 0.70% | +13,165 | New |
| Continuum Advisory, LLC | 13,186 | $1.36M | 0.22% | −1,625−11.0% | Reduced |
| Eudaimonia Advisors LLC | 13,224 | $1.36M | 0.96% | −891−6.3% | Reduced |
| Heartland Bank & Trust Co | 13,226 | $1.36M | 1.07% | −3,188−19.4% | Reduced |
| MB, Levis & Associates, LLC | 13,262 | $1.37M | 0.89% | −72−0.5% | Reduced |
| World Equity Group, Inc. | 13,264 | $1.37M | 0.28% | +499+3.9% | Added |
| ProVise Management Group, LLC | 13,315 | $1.37M | 0.13% | +778+6.2% | Added |
| FOCUS Wealth Advisors, LLC | 13,318 | $1.37M | 0.95% | +600+4.7% | Added |
| JFS Wealth Advisors, LLC | 13,322 | $1.37M | 0.13% | +1,232+10.2% | Added |
| Tilt Investment Management Holdings, PBC | 13,251 | $1.37M | 0.98% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 13,348 | $1.37M | 0.12% | −1,156−8.0% | Reduced |
| Regal Investment Advisors LLC | 13,356 | $1.38M | 0.12% | −549−3.9% | Reduced |
| Beacon Financial Advisory LLC | 13,358 | $1.38M | 0.76% | +945+7.6% | Added |
| Forza Wealth Management, LLC | 13,424 | $1.38M | 0.71% | 00.0% | Unchanged |
| M. Kraus & Co | 13,427 | $1.38M | 0.49% | −557−4.0% | Reduced |
| Rainsberger Wealth Advisors, Inc. | 13,436 | $1.38M | 0.85% | +347+2.7% | Added |
| Claro Advisors LLC | 13,462 | $1.39M | 0.35% | +336+2.6% | Added |
| Hunter Perkins Capital Management, LLC | 13,470 | $1.39M | 0.30% | −15,225−53.1% | Reduced |
| BBR Partners, LLC | 13,493 | $1.39M | 0.16% | −8,298−38.1% | Reduced |
| Bristol John W & Co Inc | 13,500 | $1.39M | 0.03% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 13,532 | $1.39M | 0.37% | +1,091+8.8% | Added |
| Boxwood Ventures, Inc. | 13,563 | $1.41M | 2.85% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,657 | $1.41M | 0.71% | 00.0% | Unchanged |
| David Loasby | 13,772 | $1.41M | 0.16% | +183+1.3% | Added |
| Western Financial Corp | 13,701 | $1.41M | 1.03% | +5,612+69.4% | Added |
| Chase Investment Counsel Corp | 13,716 | $1.41M | 0.70% | −2,946−17.7% | Reduced |
| Navellier & Associates Inc | 13,730 | $1.41M | 0.24% | +3,994+41.0% | Added |
| Lebenthal Global Advisors, LLC | 13,733 | $1.41M | 0.43% | −4,437−24.4% | Reduced |
| Resurgent Financial Advisors LLC | 13,758 | $1.42M | 0.97% | +102+0.7% | Added |
| Telos Capital Management, Inc. | 13,774 | $1.42M | 0.20% | +985+7.7% | Added |
| Loudon Investment Management, LLC | 13,783 | $1.42M | 0.98% | −1,174−7.8% | Reduced |
| St. Louis Trust Co | 13,788 | $1.42M | 0.27% | 00.0% | Unchanged |
| Colonial Trust Co | 13,791 | $1.42M | 0.35% | −69−0.5% | Reduced |
| Axq Capital, LP | 13,800 | $1.42M | 0.50% | +13,800 | New |
| Greenwood Capital Associates LLC | 13,821 | $1.42M | 0.21% | +110+0.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,851 | $1.43M | 0.03% | +8,349+151.7% | Added |
| Pine Haven Investment Counsel, Inc | 13,852 | $1.43M | 1.48% | −55−0.4% | Reduced |
| Aigen Investment Management, LP | 13,870 | $1.43M | 0.27% | +13,870 | New |
| Doliver Advisors, LP | 13,885 | $1.43M | 0.43% | +144+1.0% | Added |
| Park Place Capital Corp | 13,894 | $1.43M | 0.42% | +728+5.5% | Added |
| Centennial Bank | 13,905 | $1.43M | 0.99% | +1,400+11.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,849 | $1.44M | 0.67% | +100+0.7% | Added |
| SPC Financial, Inc. | 13,998 | $1.44M | 0.16% | +1,679+13.6% | Added |
| Auxano Advisors, LLC | 14,097 | $1.45M | 0.59% | −3,496−19.9% | Reduced |
| Alan B. Lancz & Associates, Inc. | 14,134 | $1.46M | 1.65% | −200−1.4% | Reduced |
| Pictet Bank & Trust Ltd | 14,138 | $1.46M | 1.56% | −108−0.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 14,180 | $1.46M | 0.18% | −759−5.1% | Reduced |
| Bull Street Advisors, LLC | 14,190 | $1.46M | 0.77% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 14,231 | $1.47M | 0.48% | +14,231 | New |
| Norden Group LLC | 14,231 | $1.47M | 0.48% | +14,231 | New |
| Breakwater Capital Group | 14,285 | $1.47M | 0.51% | +562+4.1% | Added |
| Sargent Investment Group, LLC | 14,290 | $1.47M | 0.35% | +2,272+18.9% | Added |
| CRA Financial Services, LLC | 14,299 | $1.47M | 0.41% | −232−1.6% | Reduced |
| Register Financial Advisors LLC | 14,362 | $1.48M | 1.08% | +40.0% | Added |
| Lindenwold Advisors | 14,421 | $1.48M | 0.92% | −47−0.3% | Reduced |
| BCS Wealth Management | 14,423 | $1.49M | 0.62% | +675+4.9% | Added |
| Accurate Wealth Management, LLC | 14,272 | $1.49M | 0.47% | −18,636−56.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 14,485 | $1.49M | 0.77% | +14,485 | New |
| Patriot Investment Management Inc. | 14,489 | $1.49M | 0.14% | −3,065−17.5% | Reduced |
| Davidson Capital Management Inc. | 14,494 | $1.49M | 0.74% | −77−0.5% | Reduced |
| Janney Capital Management LLC | 14,513 | $1.49M | 0.11% | +10.0% | Added |
| Evoke Wealth, LLC | 14,421 | $1.50M | 0.05% | +323+2.3% | Added |
| Stiles Financial Services Inc | 14,578 | $1.50M | 0.78% | +817+5.9% | Added |
| Gyroscope Capital Management Group, LLC | 14,592 | $1.50M | 0.34% | +5,674+63.6% | Added |
| Connolly Sarah T. | 14,600 | $1.50M | 0.99% | −900−5.8% | Reduced |
| Colton Groome Financial Advisors, LLC | 14,610 | $1.50M | 0.75% | +2,320+18.9% | Added |
| True North Advisors, LLC | 14,620 | $1.51M | 0.46% | −3,179−17.9% | Reduced |
| Synergy Financial Management, LLC | 14,652 | $1.51M | 0.30% | −1,663−10.2% | Reduced |
| BSW Wealth Partners | 14,666 | $1.51M | 0.34% | +1,536+11.7% | Added |
| Eley Financial Management, Inc | 14,491 | $1.51M | 0.77% | −10−0.1% | Reduced |
| Kavar Capital Partners Group, LLC | 14,689 | $1.51M | 0.33% | −354−2.4% | Reduced |
| Madison Wealth Management | 14,714 | $1.51M | 0.32% | +562+4.0% | Added |
| Sentry Investment Management LLC | 14,735 | $1.52M | 0.73% | −3,050−17.1% | Reduced |
| ACR Alpine Capital Research, LLC | 14,767 | $1.52M | 0.06% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 14,808 | $1.52M | 0.37% | −18−0.1% | Reduced |
| Grove Bank & Trust | 14,818 | $1.53M | 0.31% | −378−2.5% | Reduced |
| Matrix Trust Co | 14,862 | $1.53M | 0.40% | +395+2.7% | Added |
| Americana Partners, LLC | 15,194 | $1.53M | 0.17% | +3,860+34.1% | Added |
| Moloney Securities Asset Management, LLC | 14,962 | $1.54M | 0.28% | −574−3.7% | Reduced |
| Delta Asset Management LLC | 14,975 | $1.54M | 0.16% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 14,902 | $1.54M | 0.19% | +121+0.8% | Added |
| Center for Financial Planning, Inc. | 15,022 | $1.55M | 0.33% | +789+5.5% | Added |
| PFG Investments, LLC | 15,048 | $1.55M | 0.29% | −490−3.2% | Reduced |
| Oak Associates, Ltd | 15,058 | $1.55M | 0.13% | −8,092−35.0% | Reduced |
| Magnolia Capital Advisors LLC | 15,098 | $1.55M | 1.49% | −74−0.5% | Reduced |
| Wimmer Associates 1, LLC | 15,062 | $1.55M | 0.97% | −270−1.8% | Reduced |
| Shore Point Advisors, LLC | 15,091 | $1.55M | 1.12% | +50+0.3% | Added |
| Portland Global Advisors LLC | 15,097 | $1.55M | 0.26% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 15,115 | $1.56M | 0.53% | +10.0% | Added |
| SNS Financial Group, LLC | 14,972 | $1.56M | 0.21% | −9,663−39.2% | Reduced |
| Great Lakes Retirement, Inc. | 15,143 | $1.56M | 0.28% | +1,117+8.0% | Added |
| Am Investment Strategies LLC | 15,157 | $1.56M | 0.51% | +516+3.5% | Added |
| Strategic Advisors LLC | 15,159 | $1.56M | 0.31% | −565−3.6% | Reduced |
| Maple Capital Management, Inc. | 15,168 | $1.56M | 0.18% | +689+4.8% | Added |
| Wealth Architects, LLC | 15,168 | $1.56M | 0.27% | −78−0.5% | Reduced |
| Founders Financial Securities LLC | 15,212 | $1.57M | 0.20% | +934+6.5% | Added |
| Zions Bancorporation, N.A. | 15,246 | $1.57M | 0.14% | +709+4.9% | Added |
| Salvus Wealth Management, LLC | 15,257 | $1.57M | 1.24% | +366+2.5% | Added |
| Belpointe Asset Management LLC | 15,330 | $1.58M | 0.16% | −906−5.6% | Reduced |
| Ashburton (Jersey) Ltd | 13,696 | $1.58M | 0.77% | 00.0% | Unchanged |