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 |
|---|---|---|---|---|---|
| RMR Wealth Builders | 20,361 | $2.10M | 0.33% | +4,047+24.8% | Added |
| Cito Capital Group, LLC | 20,256 | $2.10M | 1.01% | +400+2.0% | Added |
| Copperwynd Financial, LLC | 20,383 | $2.10M | 0.99% | −274−1.3% | Reduced |
| West Paces Advisors Inc. | 20,403 | $2.10M | 0.66% | −1,318−6.1% | Reduced |
| LCNB Corp | 20,406 | $2.10M | 0.93% | −157−0.8% | Reduced |
| Insigneo Advisory Services, LLC | 20,302 | $2.10M | 0.43% | +1,281+6.7% | Added |
| Sweet Financial Partners, LLC | 20,455 | $2.11M | 0.56% | +1,292+6.7% | Added |
| Bristlecone Advisors, LLC | 20,511 | $2.11M | 0.24% | +1,284+6.7% | Added |
| Plancorp, LLC | 20,519 | $2.11M | 0.11% | +273+1.3% | Added |
| AlphaStar Capital Management, LLC | 20,543 | $2.11M | 0.26% | −55−0.3% | Reduced |
| Great Diamond Partners, LLC | 20,568 | $2.12M | 0.57% | −588−2.8% | Reduced |
| GM Advisory Group, Inc. | 20,621 | $2.12M | 0.17% | −219−1.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 20,643 | $2.13M | 0.30% | −1,881−8.4% | Reduced |
| Insight Wealth Strategies, LLC | 20,666 | $2.13M | 0.41% | +1,676+8.8% | Added |
| Jamison Private Wealth Management, Inc. | 20,695 | $2.13M | 0.44% | +20,695 | New |
| Sage Mountain Advisors LLC | 20,717 | $2.13M | 0.29% | +2,453+13.4% | Added |
| IVC Wealth Advisors LLC | 20,743 | $2.14M | 1.43% | +25+0.1% | Added |
| First Foundation Advisors | 20,777 | $2.14M | 0.10% | −672−3.1% | Reduced |
| Eqis Capital Management, Inc. | 20,796 | $2.14M | 0.26% | +8,170+64.7% | Added |
| Fidelis Capital Partners, LLC | 20,853 | $2.15M | 0.73% | +1,186+6.0% | Added |
| Bridge Creek Capital Management LLC | 20,858 | $2.15M | 0.81% | −155−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 20,873 | $2.15M | 0.43% | +1,212+6.2% | Added |
| Paradigm Asset Management Co LLC | 20,888 | $2.15M | 0.61% | −1,100−5.0% | Reduced |
| WCG Wealth Advisors LLC | 20,203 | $2.16M | 0.16% | +20,203 | New |
| Cornerstone Wealth Management, LLC | 20,992 | $2.16M | 0.20% | +1,377+7.0% | Added |
| CFS Investment Advisory Services, LLC | 20,989 | $2.16M | 0.34% | +1,334+6.8% | Added |
| Silverlake Wealth Management LLC | 21,019 | $2.16M | 1.21% | −158−0.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 21,041 | $2.17M | 0.17% | +13,086+164.5% | Added |
| WESPAC Advisors, LLC | 21,051 | $2.17M | 1.62% | +961+4.8% | Added |
| WealthShield Partners, LLC | 20,926 | $2.17M | 0.33% | +2,514+13.7% | Added |
| Woodard & Co Asset Management Group Inc | 21,112 | $2.17M | 0.74% | −696−3.2% | Reduced |
| Aull & Monroe Investment Management Corp | 21,146 | $2.18M | 1.14% | 00.0% | Unchanged |
| Fruth Investment Management | 21,178 | $2.18M | 0.65% | −100−0.5% | Reduced |
| Wulff, Hansen & Co. | 21,183 | $2.18M | 2.55% | +355+1.7% | Added |
| apricus wealth, LLC | 20,974 | $2.18M | 1.91% | −400−1.9% | Reduced |
| Sippican Capital Advisors | 21,233 | $2.19M | 2.01% | +300+1.4% | Added |
| Core Wealth Advisors, Inc. | 21,245 | $2.19M | 0.89% | +20,140+1,822.6% | Added |
| Virtue Capital Management, LLC | 19,307 | $2.20M | 0.37% | 00.0% | Unchanged |
| Somerville Kurt F | 21,451 | $2.21M | 0.44% | −1,427−6.2% | Reduced |
| TCWP LLC | 21,479 | $2.21M | 1.68% | +186+0.9% | Added |
| Massachusetts Wealth Management | 21,532 | $2.22M | 2.04% | −200−0.9% | Reduced |
| Roberts Wealth Advisors, LLC | 21,302 | $2.22M | 0.98% | +486+2.3% | Added |
| Marion Wealth Management | 21,565 | $2.22M | 0.78% | −932−4.1% | Reduced |
| Regents of the University of California | 21,600 | $2.22M | 0.29% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 21,607 | $2.22M | 0.35% | −148−0.7% | Reduced |
| CoreCap Advisors, LLC | 21,638 | $2.23M | 0.16% | −8,892−29.1% | Reduced |
| Clarius Group, LLC | 21,654 | $2.23M | 0.21% | −6,154−22.1% | Reduced |
| Webster Bank, N. A. | 21,683 | $2.23M | 0.30% | +17+0.1% | Added |
| Baker Chad R | 21,700 | $2.23M | 0.56% | 00.0% | Unchanged |
| Pflug Koory, LLC | 21,719 | $2.24M | 1.29% | −194−0.9% | Reduced |
| Compass Ion Advisors, LLC | 21,792 | $2.24M | 0.38% | +18,709+606.8% | Added |
| Shufro Rose & Co LLC | 21,799 | $2.24M | 0.21% | −164−0.7% | Reduced |
| Alliance Wealth Advisors, LLC | 21,841 | $2.25M | 0.83% | +1,378+6.7% | Added |
| Chicago Capital, LLC | 21,882 | $2.25M | 0.11% | +275+1.3% | Added |
| Grimes & Company, Inc. | 21,950 | $2.26M | 0.09% | +40.0% | Added |
| Kanawha Capital Management LLC | 21,963 | $2.26M | 0.22% | +259+1.2% | Added |
| Northcape Wealth Management, LLC | 21,971 | $2.26M | 0.87% | −447−2.0% | Reduced |
| Joel Isaacson & Co., LLC | 21,973 | $2.26M | 0.15% | +683+3.2% | Added |
| Marcum Wealth, LLC | 21,981 | $2.26M | 0.27% | +105+0.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 21,988 | $2.26M | 1.71% | −750−3.3% | Reduced |
| Diamant Asset Management, Inc. | 22,065 | $2.27M | 1.87% | +525+2.4% | Added |
| Brown Miller Wealth Management, LLC | 22,185 | $2.28M | 1.28% | −37−0.2% | Reduced |
| Optimas Capital Ltd | 22,271 | $2.29M | 1.57% | −9,129−29.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22,278 | $2.29M | 0.09% | +4,523+25.5% | Added |
| Puzo Michael J | 22,335 | $2.30M | 0.78% | −540−2.4% | Reduced |
| Baxter Bros Inc | 22,375 | $2.30M | 0.35% | −534−2.3% | Reduced |
| Team Hewins, LLC | 22,231 | $2.30M | 0.53% | +22,231 | New |
| SWS Partners | 22,394 | $2.31M | 0.85% | +1,492+7.1% | Added |
| Beaumont Financial Advisors, LLC | 22,433 | $2.31M | 0.23% | +558+2.6% | Added |
| Advisor OS, LLC | 22,442 | $2.31M | 0.35% | −5,462−19.6% | Reduced |
| Humankind Investments LLC | 22,455 | $2.31M | 0.96% | +1,149+5.4% | Added |
| Hamilton Wealth, LLC | 22,542 | $2.32M | 0.83% | −1,156−4.9% | Reduced |
| Advisors Management Group Inc | 22,546 | $2.32M | 0.70% | −228−1.0% | Reduced |
| Boyd Watterson Asset Management LLC | 22,609 | $2.33M | 1.02% | +1,931+9.3% | Added |
| Valmark Advisers, Inc. | 22,616 | $2.33M | 0.05% | −397−1.7% | Reduced |
| FORA Capital, LLC | 22,639 | $2.33M | 0.20% | +22,639 | New |
| Bank Hapoalim BM | 22,649 | $2.33M | 0.38% | −706−3.0% | Reduced |
| Valley National Advisers Inc | 22,656 | $2.33M | 0.41% | −1,042−4.4% | Reduced |
| Hikari Power Ltd | 22,710 | $2.34M | 0.23% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 22,716 | $2.34M | 1.51% | −1,772−7.2% | Reduced |
| American National Bank | 22,735 | $2.34M | 0.40% | +2,388+11.7% | Added |
| Malaga Cove Capital, LLC | 22,759 | $2.34M | 1.08% | −222−1.0% | Reduced |
| Stableford Capital II LLC | 22,261 | $2.35M | 1.08% | +569+2.6% | Added |
| Mount Yale Investment Advisors, LLC | 22,831 | $2.35M | 0.26% | +325+1.4% | Added |
| Allred Capital Management, LLC | 22,888 | $2.36M | 1.17% | −100−0.4% | Reduced |
| Gifford Fong Associates | 22,900 | $2.36M | 0.56% | 00.0% | Unchanged |
| IFG Advisory, LLC | 22,923 | $2.36M | 0.20% | +954+4.3% | Added |
| Pitcairn Co | 23,008 | $2.37M | 0.20% | +1,178+5.4% | Added |
| Atomi Financial Group, Inc. | 23,010 | $2.37M | 0.79% | +1,901+9.0% | Added |
| MMBG Investment Advisors Co. | 23,043 | $2.37M | 0.30% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 23,068 | $2.37M | 0.52% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 23,136 | $2.38M | 0.70% | +629+2.8% | Added |
| Bank of New Hampshire | 23,149 | $2.38M | 0.71% | +425+1.9% | Added |
| Peoples Financial Services Corp. | 23,188 | $2.39M | 1.12% | +1,294+5.9% | Added |
| International Assets Investment Management, LLC | 23,013 | $2.39M | 0.33% | +733+3.3% | Added |
| Fiduciary Group LLC | 23,278 | $2.40M | 0.31% | −630−2.6% | Reduced |
| PFG Advisors | 23,301 | $2.40M | 0.22% | −8,492−26.7% | Reduced |
| First County Bank | 23,301 | $2.40M | 1.25% | +446+2.0% | Added |
| Pure Financial Advisors, Inc. | 23,345 | $2.40M | 0.10% | +1,415+6.5% | Added |
| Nilsine Partners, LLC | 23,373 | $2.41M | 0.36% | −609−2.5% | Reduced |