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 |
|---|---|---|---|---|---|
| E&G Advisors, LP | 15,373 | $1.58M | 0.58% | 00.0% | Unchanged |
| McAdam, LLC | 15,381 | $1.58M | 0.13% | +765+5.2% | Added |
| DMG Group, LLC | 15,417 | $1.59M | 1.61% | −40−0.3% | Reduced |
| First Financial Corp | 15,421 | $1.59M | 0.93% | +5,525+55.8% | Added |
| Sunflower Bank, N.A. | 15,445 | $1.59M | 0.38% | +256+1.7% | Added |
| Bridgewater Advisors Inc. | 15,461 | $1.59M | 0.26% | +33+0.2% | Added |
| Charles Schwab Trust Co | 15,482 | $1.59M | 0.18% | +1,313+9.3% | Added |
| Hudson Canyon Capital Management | 15,500 | $1.60M | 1.31% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 15,500 | $1.60M | 0.63% | −10,000−39.2% | Reduced |
| Washington Capital Management Inc | 15,508 | $1.60M | 1.47% | −50−0.3% | Reduced |
| C2C Wealth Management, LLC | 15,663 | $1.60M | 0.23% | 00.0% | Unchanged |
| Wealth Effects LLC | 15,541 | $1.60M | 0.79% | −585−3.6% | Reduced |
| Private Management Group Inc | 15,557 | $1.60M | 0.07% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 15,562 | $1.60M | 0.73% | +76+0.5% | Added |
| Levy Wealth Management Group, LLC | 15,566 | $1.60M | 0.50% | +9+0.1% | Added |
| Soltis Investment Advisors LLC | 15,615 | $1.61M | 0.21% | +860+5.8% | Added |
| LaSalle St. Investment Advisors, LLC | 15,659 | $1.61M | 0.80% | −873−5.3% | Reduced |
| Sutton Wealth Advisors Inc. | 15,680 | $1.61M | 0.79% | +230+1.5% | Added |
| Donoghue Forlines LLC | 15,685 | $1.61M | 0.57% | +1,253+8.7% | Added |
| Bigelow Investment Advisors, LLC | 15,701 | $1.62M | 0.93% | −53−0.3% | Reduced |
| Naviter Wealth, LLC | 15,606 | $1.62M | 0.39% | +846+5.7% | Added |
| Columbia Trust Co 01012016 | 15,733 | $1.62M | 0.94% | +327+2.1% | Added |
| M Holdings Securities, Inc. | 15,743 | $1.62M | 0.21% | +6,830+76.6% | Added |
| Formidable Asset Management, LLC | 15,766 | $1.62M | 0.36% | −85−0.5% | Reduced |
| Owen LaRue, LLC | 15,784 | $1.62M | 1.79% | −15,891−50.2% | Reduced |
| Integrated Investment Consultants, LLC | 15,795 | $1.63M | 0.59% | −2,000−11.2% | Reduced |
| West Family Investments, Inc. | 15,821 | $1.63M | 0.57% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 15,827 | $1.63M | 0.27% | −762−4.6% | Reduced |
| City Holding Co | 15,858 | $1.63M | 0.29% | +58+0.4% | Added |
| Ellevest, Inc. | 15,875 | $1.63M | 0.13% | +453+2.9% | Added |
| New England Research & Management, Inc. | 15,924 | $1.64M | 0.93% | −400−2.5% | Reduced |
| Hendershot Investments Inc. | 15,939 | $1.64M | 0.28% | −160−1.0% | Reduced |
| Triangle Securities Wealth Management | 15,954 | $1.64M | 0.58% | −793−4.7% | Reduced |
| Coastal Investment Advisors, Inc. | 14,250 | $1.64M | 0.38% | −889−5.9% | Reduced |
| Redwood Wealth Management Group, LLC | 15,975 | $1.64M | 1.92% | −248−1.5% | Reduced |
| Marshall Financial Group LLC | 16,004 | $1.65M | 0.59% | +46+0.3% | Added |
| AFS Financial Group, LLC | 16,018 | $1.65M | 1.13% | −260−1.6% | Reduced |
| Slagle Financial, LLC | 16,028 | $1.65M | 1.01% | +1,174+7.9% | Added |
| Emfo, LLC | 16,034 | $1.65M | 1.55% | 00.0% | Unchanged |
| Pacitti Group Inc. | 15,962 | $1.65M | 1.16% | +474+3.1% | Added |
| Nwam LLC | 16,041 | $1.65M | 0.17% | −2,243−12.3% | Reduced |
| MCF Advisors LLC | 15,964 | $1.65M | 0.15% | +1,094+7.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 15,850 | $1.65M | 0.84% | −500−3.1% | Reduced |
| Icon Advisers Inc | 16,100 | $1.66M | 0.41% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 16,103 | $1.66M | 0.47% | −68−0.4% | Reduced |
| Mattern Wealth Management LLC | 16,103 | $1.66M | 0.49% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 16,126 | $1.66M | 0.64% | +17+0.1% | Added |
| St. Johns Investment Management Company, LLC | 16,134 | $1.66M | 0.95% | +25+0.2% | Added |
| Meridian Financial, LLC | 16,147 | $1.66M | 1.55% | −855−5.0% | Reduced |
| Alaethes Wealth LLC | 16,161 | $1.66M | 0.91% | −359−2.2% | Reduced |
| Gables Capital Management Inc. | 16,182 | $1.67M | 1.16% | −16−0.1% | Reduced |
| IAM Advisory, LLC | 16,296 | $1.68M | 0.59% | +328+2.1% | Added |
| Home Federal Bank of Tennessee | 16,318 | $1.68M | 0.62% | −417−2.5% | Reduced |
| Berkeley Capital Partners, LLC | 16,335 | $1.68M | 0.61% | +201+1.2% | Added |
| West Branch Capital LLC | 16,340 | $1.68M | 0.88% | +11+0.1% | Added |
| Parkside Financial Bank & Trust | 16,347 | $1.68M | 0.39% | −371−2.2% | Reduced |
| Borer Denton & Associates, Inc. | 16,368 | $1.69M | 0.70% | +136+0.8% | Added |
| WMS Partners, LLC | 16,386 | $1.69M | 0.13% | −455−2.7% | Reduced |
| High Net Worth Advisory Group LLC | 16,437 | $1.69M | 0.68% | +71+0.4% | Added |
| Camarda Financial Advisors, LLC | 16,449 | $1.69M | 1.09% | −53−0.3% | Reduced |
| Investors Research Corp | 16,483 | $1.70M | 0.44% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 16,490 | $1.70M | 0.31% | +1,344+8.9% | Added |
| Wealth Alliance | 16,536 | $1.70M | 0.27% | −762−4.4% | Reduced |
| Hunter Associates Investment Management LLC | 16,483 | $1.70M | 0.35% | −844−4.9% | Reduced |
| NCM Capital Management, LLC | 16,555 | $1.70M | 1.21% | −150−0.9% | Reduced |
| Wolf Group Capital Advisors | 16,565 | $1.71M | 0.81% | −267−1.6% | Reduced |
| Richwood Investment Advisors, LLC | 16,626 | $1.71M | 1.75% | −285−1.7% | Reduced |
| Global Trust Asset Management, LLC | 16,671 | $1.72M | 0.82% | −529−3.1% | Reduced |
| Keeler Thomas Management LLC | 16,710 | $1.72M | 0.64% | −302−1.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 16,716 | $1.72M | 1.47% | +800+5.0% | Added |
| L & S Advisors Inc | 16,753 | $1.72M | 0.25% | −45,061−72.9% | Reduced |
| Exchange Bank | 16,776 | $1.73M | 1.65% | −54−0.3% | Reduced |
| Machina Capital S.A.S. | 16,806 | $1.73M | 0.97% | +16,806 | New |
| Chesapeake Wealth Management | 16,808 | $1.73M | 0.72% | +16+0.1% | Added |
| Bernardo Wealth Planning LLC | 16,821 | $1.73M | 0.68% | +14+0.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 16,691 | $1.73M | 0.24% | +163+1.0% | Added |
| Argent Advisors, Inc. | 16,857 | $1.74M | 0.79% | −64−0.4% | Reduced |
| Eagle Strategies LLC | 16,861 | $1.74M | 0.43% | +259+1.6% | Added |
| Nicholas Hoffman & Company, LLC. | 16,908 | $1.74M | 0.13% | +119+0.7% | Added |
| Evermay Wealth Management LLC | 16,817 | $1.74M | 0.36% | −300−1.8% | Reduced |
| PBMares Wealth Management LLC | 16,920 | $1.74M | 0.63% | −299−1.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 16,953 | $1.75M | 0.84% | +212+1.3% | Added |
| Vectors Research Management, LLC | 18,247 | $1.75M | 0.57% | +286+1.6% | Added |
| McDonald Partners LLC | 16,996 | $1.75M | 0.57% | +227+1.4% | Added |
| Peddock Capital Advisors, LLC | 17,123 | $1.76M | 0.59% | +329+2.0% | Added |
| Probity Advisors, Inc. | 17,152 | $1.77M | 0.41% | −71−0.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 17,046 | $1.77M | 0.59% | −1,650−8.8% | Reduced |
| Wealthsource Partners, LLC | 17,176 | $1.77M | 0.12% | −257−1.5% | Reduced |
| Insight Inv LLC | 17,634 | $1.77M | 1.96% | −335−1.9% | Reduced |
| Jupiter Wealth Management LLC | 17,500 | $1.77M | 1.15% | 00.0% | Unchanged |
| Hoey Investments, Inc | 17,247 | $1.78M | 0.59% | +1,524+9.7% | Added |
| Live Oak Investment Partners | – | $1.78M | 1.53% | – | – |
| Riggs Asset Managment Co. Inc. | 17,293 | $1.78M | 0.63% | −339−1.9% | Reduced |
| Zhang Financial LLC | 17,310 | $1.78M | 0.18% | −40−0.2% | Reduced |
| Globeflex Capital L P | 17,390 | $1.79M | 0.21% | −35,725−67.3% | Reduced |
| Acropolis Investment Management, LLC | 17,391 | $1.79M | 0.14% | −31−0.2% | Reduced |
| DeDora Capital, Inc. | 17,429 | $1.79M | 0.71% | +644+3.8% | Added |
| Signet Investment Advisory Group, Inc. | 17,455 | $1.80M | 1.19% | −130−0.7% | Reduced |
| Oakworth Capital, Inc. | 17,457 | $1.80M | 0.16% | −179−1.0% | Reduced |
| Wealthquest Corp | 17,459 | $1.80M | 0.22% | −1,376−7.3% | Reduced |