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 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 17,485 | $1.80M | 0.79% | −1,794−9.3% | Reduced |
| Old Point Trust & Financial Services N A | 17,520 | $1.80M | 0.81% | +789+4.7% | Added |
| Burke & Herbert Bank & Trust Co | 17,571 | $1.81M | 1.46% | −843−4.6% | Reduced |
| Paradigm Financial Partners, LLC | 17,776 | $1.81M | 0.50% | −218−1.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 17,582 | $1.81M | 0.66% | −189−1.1% | Reduced |
| Global Financial Private Client, LLC | 17,651 | $1.81M | 0.94% | −24−0.1% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 17,740 | $1.83M | 0.00% | +17,740 | New |
| Martin & Co Inc | 17,749 | $1.83M | 0.48% | +882+5.2% | Added |
| Ramirez Asset Management, Inc. | 17,768 | $1.83M | 0.39% | +17,768 | New |
| Diligent Investors, LLC | 17,776 | $1.83M | 0.56% | −397−2.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 17,810 | $1.83M | 1.67% | +119+0.7% | Added |
| Blue Edge Capital, LLC | 17,847 | $1.84M | 0.39% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 17,855 | $1.84M | 0.25% | +81+0.5% | Added |
| Alliance Wealth Advisors, LLC | 17,860 | $1.84M | 1.33% | −261−1.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 17,863 | $1.84M | 2.02% | 00.0% | Unchanged |
| Notis-McConarty Edward | 17,900 | $1.84M | 0.75% | 00.0% | Unchanged |
| Field & Main Bank | 17,918 | $1.84M | 0.86% | +5,910+49.2% | Added |
| Jump Financial, LLC | 17,986 | $1.85M | 0.07% | +13,948+345.4% | Added |
| Guardian Investment Management | 18,000 | $1.85M | 1.70% | −400−2.2% | Reduced |
| Apexium Financial, LP | 17,888 | $1.85M | 0.19% | +10.0% | Added |
| Pacific Global Investment Management CO | 18,022 | $1.86M | 0.41% | −649−3.5% | Reduced |
| Sentinel Trust Co Lba | 18,045 | $1.86M | 0.26% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 18,049 | $1.86M | 0.11% | −2,270−11.2% | Reduced |
| Princeton Global Asset Management LLC | 18,065 | $1.86M | 0.53% | −1,090−5.7% | Reduced |
| Glassman Wealth Services | 18,107 | $1.86M | 0.30% | +62+0.3% | Added |
| Buckingham Strategic Partners | 18,128 | $1.87M | 0.09% | +9,092+100.6% | Added |
| Whalerock Point Partners, LLC | 18,235 | $1.88M | 0.65% | +488+2.7% | Added |
| Investors Asset Management of Georgia Inc | 18,493 | $1.88M | 1.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 18,265 | $1.88M | 0.10% | +1,380+8.2% | Added |
| Sciencast Management LP | 18,281 | $1.88M | 0.85% | +18,281 | New |
| Howe & Rusling Inc | 18,306 | $1.88M | 0.22% | −356−1.9% | Reduced |
| Pathway Financial Advisers, LLC | 18,345 | $1.89M | 0.78% | +18,345 | New |
| Spirit of America Management Corp | 18,350 | $1.89M | 0.43% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 18,450 | $1.90M | 1.66% | +400+2.2% | Added |
| VisionPoint Advisory Group, LLC | 18,481 | $1.90M | 0.82% | +3,049+19.8% | Added |
| Wintrust Investments LLC | 18,489 | $1.90M | 0.20% | +74+0.4% | Added |
| Windsor Capital Management, LLC | 18,508 | $1.91M | 0.66% | +302+1.7% | Added |
| Thompson Investment Management, Inc. | 18,563 | $1.91M | 0.34% | +200+1.1% | Added |
| Portside Wealth Group, LLC | 18,607 | $1.92M | 0.36% | +603+3.3% | Added |
| Parcion Private Wealth LLC | 18,684 | $1.92M | 0.20% | +107+0.6% | Added |
| WBH Advisory Inc | 18,734 | $1.93M | 0.24% | −331−1.7% | Reduced |
| Klingman & Associates, LLC | 18,748 | $1.93M | 0.16% | +3,068+19.6% | Added |
| Gillespie Robinson & Grimm Inc | 18,756 | $1.93M | 0.19% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 18,767 | $1.93M | 0.65% | +6,137+48.6% | Added |
| Twin Tree Management, LP | 18,784 | $1.93M | 0.06% | −45,267−70.7% | Reduced |
| Simplify Asset Management Inc. | 18,787 | $1.93M | 0.32% | +14,990+394.8% | Added |
| Mystic Asset Management, Inc. | 18,796 | $1.94M | 1.09% | −597−3.1% | Reduced |
| TrimTabs Asset Management, LLC | 18,796 | $1.94M | 1.03% | −508−2.6% | Reduced |
| Altfest L J & Co Inc | 18,888 | $1.95M | 0.31% | −320−1.7% | Reduced |
| Fundamentun, LLC | 18,947 | $1.95M | 0.29% | +1,100+6.2% | Added |
| Bowman & Co S.C. | 18,998 | $1.96M | 1.56% | +1,029+5.7% | Added |
| Cordatus Wealth Management LLC | 19,006 | $1.96M | 1.79% | −437−2.2% | Reduced |
| Enterprise Financial Services Corp | 19,014 | $1.96M | 1.35% | +32+0.2% | Added |
| Brasada Capital Management, LP | 18,734 | $1.96M | 0.46% | +1,936+11.5% | Added |
| Kendall Capital Management | 19,030 | $1.96M | 0.87% | −115−0.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 19,083 | $1.96M | 0.46% | +377+2.0% | Added |
| Montecito Bank & Trust | 19,106 | $1.97M | 0.46% | +464+2.5% | Added |
| Prudent Man Advisors, LLC | 19,107 | $1.97M | 0.78% | −349−1.8% | Reduced |
| Catalyst Financial Partners LLC | 19,158 | $1.97M | 0.64% | +1,304+7.3% | Added |
| Redwood Investment Management, LLC | 19,203 | $1.98M | 0.17% | +11,252+141.5% | Added |
| Beacon Financial Group | 18,157 | $1.98M | 0.28% | −841−4.4% | Reduced |
| Kathmere Capital Management, LLC | 19,272 | $1.98M | 0.29% | +1,810+10.4% | Added |
| Eaton Financial Holdings Company, LLC | 19,363 | $1.99M | 0.53% | +887+4.8% | Added |
| Dudley Capital Management, LLC | 19,424 | $2.00M | 1.40% | +767+4.1% | Added |
| Resources Management Corp | 19,441 | $2.00M | 0.33% | +2,362+13.8% | Added |
| Sawyer & Company, Inc | 19,446 | $2.00M | 0.93% | −900−4.4% | Reduced |
| CFM Wealth Partners LLC | 19,480 | $2.01M | 0.53% | +93+0.5% | Added |
| Cyndeo Wealth Partners, LLC | 19,489 | $2.01M | 0.21% | −1,496−7.1% | Reduced |
| Geller Advisors LLC | 19,475 | $2.02M | 0.23% | +664+3.5% | Added |
| IFP Advisors, Inc | 19,620 | $2.02M | 0.09% | −2,690−12.1% | Reduced |
| Summit Financial, LLC | 19,484 | $2.02M | 0.15% | +10,702+121.9% | Added |
| Legacy Advisors, LLC | 19,569 | $2.03M | 0.33% | +5,795+42.1% | Added |
| Beaton Management Co. Inc. | 19,695 | $2.03M | 1.32% | +185+0.9% | Added |
| Wisconsin Capital Management LLC | 19,704 | $2.03M | 1.34% | −9,945−33.5% | Reduced |
| Harbour Investments, Inc. | 19,716 | $2.03M | 0.10% | +265+1.4% | Added |
| First Citizens Bank & Trust Co | 19,738 | $2.03M | 0.04% | +531+2.8% | Added |
| HCR Wealth Advisors | 19,738 | $2.03M | 0.45% | −1,027−4.9% | Reduced |
| LMG Wealth Partners, LLC | 19,766 | $2.03M | 0.62% | +295+1.5% | Added |
| Transatlantique Private Wealth LLC | 19,871 | $2.04M | 1.09% | −261−1.3% | Reduced |
| Wallace Capital Management Inc. | 19,785 | $2.04M | 0.31% | −554−2.7% | Reduced |
| West Oak Capital, LLC | 19,803 | $2.04M | 1.01% | −75−0.4% | Reduced |
| Hall Capital Management Co Inc | 19,899 | $2.05M | 1.31% | +1,620+8.9% | Added |
| Brown, Lisle/Cummings, Inc. | 19,914 | $2.05M | 0.93% | +419+2.1% | Added |
| Ti-Trust, Inc | 19,977 | $2.06M | 1.96% | −10−0.1% | Reduced |
| Centric Wealth Management | 19,996 | $2.06M | 0.86% | +844+4.4% | Added |
| Hemenway Trust Co LLC | 20,006 | $2.06M | 0.22% | −75−0.4% | Reduced |
| Smith, Moore & Co. | 20,008 | $2.06M | 0.27% | −177−0.9% | Reduced |
| Forte Capital LLC | 20,010 | $2.06M | 0.32% | −701−3.4% | Reduced |
| DFPG Investments, LLC | 20,188 | $2.07M | 0.19% | +4,611+29.6% | Added |
| Convergence Investment Partners, LLC | 20,122 | $2.07M | 1.23% | −3,434−14.6% | Reduced |
| Westwood Holdings Group Inc. | 20,150 | $2.07M | 0.02% | −22−0.1% | Reduced |
| Oak Grove Capital LLC | 20,160 | $2.08M | 0.80% | +2,660+15.2% | Added |
| Peak Asset Management, LLC | 20,168 | $2.08M | 0.50% | +275+1.4% | Added |
| Insight Advisors, LLC | 20,170 | $2.08M | 0.48% | −11−0.1% | Reduced |
| Family Capital Trust Co | 20,232 | $2.08M | 0.74% | 00.0% | Unchanged |
| Grace & White Inc | 20,267 | $2.09M | 0.39% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 20,273 | $2.09M | 0.56% | −553−2.7% | Reduced |
| Teza Capital Management LLC | 20,297 | $2.09M | 0.34% | +20,297 | New |
| Northern Financial Advisors Inc | 20,305 | $2.09M | 1.91% | +40.0% | Added |
| Capstone Triton Financial Group, LLC | 20,305 | $2.09M | 1.53% | +420+2.1% | Added |