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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 23,411 | $2.41M | 0.37% | −37−0.2% | Reduced |
| Lineweaver Wealth Advisors, LLC | 23,461 | $2.42M | 0.70% | +2,047+9.6% | Added |
| New Potomac Partners, LLC | 23,508 | $2.42M | 1.67% | −380−1.6% | Reduced |
| Miracle Mile Advisors, LLC | 23,535 | $2.42M | 0.07% | −1,039−4.2% | Reduced |
| Larson Financial Group LLC | 23,548 | $2.42M | 0.24% | −326−1.4% | Reduced |
| 9258 Wealth Management, LLC | 23,557 | $2.43M | 0.47% | +108+0.5% | Added |
| CNB Bank | 23,571 | $2.43M | 1.43% | +149+0.6% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 23,574 | $2.43M | 0.52% | +2,222+10.4% | Added |
| Leisure Capital Management | 23,632 | $2.43M | 1.40% | −46−0.2% | Reduced |
| Strategic Global Advisors, LLC | 23,644 | $2.43M | 0.40% | −16,971−41.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 23,648 | $2.43M | 0.98% | +7,224+44.0% | Added |
| Syon Capital LLC | 23,657 | $2.44M | 0.30% | +23,657 | New |
| SeaBridge Investment Advisors LLC | 23,659 | $2.44M | 0.80% | +1,132+5.0% | Added |
| Princeton Capital Management LLC | 23,774 | $2.45M | 1.13% | +218+0.9% | Added |
| Ronald Blue Trust, Inc. | 21,263 | $2.45M | 0.04% | +5,201+32.4% | Added |
| Jaffetilchin Investment Partners, LLC | 23,865 | $2.46M | 0.27% | −2,915−10.9% | Reduced |
| Franklin Street Advisors Inc | 23,966 | $2.47M | 0.22% | +1,195+5.2% | Added |
| Long Run Wealth Advisors, LLC | 23,994 | $2.47M | 0.80% | +1,135+5.0% | Added |
| Ellis Investment Partners, LLC | 24,030 | $2.47M | 0.64% | −80−0.3% | Reduced |
| Jeppson Wealth Management, LLC | 24,048 | $2.48M | 1.13% | −97−0.4% | Reduced |
| Kovack Advisors, Inc. | 24,076 | $2.48M | 0.35% | +715+3.1% | Added |
| Hudock, Inc. | 24,083 | $2.48M | 0.59% | −138−0.6% | Reduced |
| Strategic Financial Services, Inc, | 24,092 | $2.48M | 0.19% | −356−1.5% | Reduced |
| Green Square Capital Advisors LLC | 24,104 | $2.48M | 0.33% | −548−2.2% | Reduced |
| Concord Wealth Partners | 24,158 | $2.49M | 0.53% | +3,051+14.5% | Added |
| Capstone Investment Advisors, LLC | 24,163 | $2.49M | 0.07% | +23,104+2,181.7% | Added |
| Orca Investment Management, LLC | 24,254 | $2.50M | 2.77% | −572−2.3% | Reduced |
| Angeles Wealth Management, LLC | 24,291 | $2.50M | 0.35% | +603+2.5% | Added |
| Lindbrook Capital, LLC | 24,295 | $2.50M | 0.28% | +1,857+8.3% | Added |
| Brendel Financial Advisors LLC | 24,405 | $2.51M | 3.73% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 24,446 | $2.52M | 0.09% | −10,475−30.0% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 24,501 | $2.52M | 0.54% | +2,927+13.6% | Added |
| Gould Capital, LLC | 24,606 | $2.52M | 2.04% | −46−0.2% | Reduced |
| Chicago Partners Investment Group LLC | 24,429 | $2.52M | 0.14% | +5,813+31.2% | Added |
| Dominguez Wealth Management Solutions, Inc. | 24,527 | $2.53M | 2.33% | −893−3.5% | Reduced |
| Sculati Wealth Management, LLC | 24,570 | $2.53M | 1.29% | +407+1.7% | Added |
| Capital Asset Advisory Services LLC | 24,467 | $2.53M | 0.17% | +1,895+8.4% | Added |
| Cypress Capital, LLC | 24,637 | $2.54M | 0.74% | −1,096−4.3% | Reduced |
| Schmidt P J Investment Management Inc | 25,280 | $2.54M | 0.54% | −333−1.3% | Reduced |
| Capital International Inc | 24,730 | $2.55M | 0.05% | +1,686+7.3% | Added |
| Lakeview Capital Partners, LLC | 24,853 | $2.56M | 0.50% | −686−2.7% | Reduced |
| Nordwand Advisors, LLC | 24,859 | $2.56M | 0.51% | −3,861−13.4% | Reduced |
| Next Level Private LLC | 24,996 | $2.56M | 1.70% | +85+0.3% | Added |
| Leonteq Securities AG | 24,915 | $2.57M | 0.27% | +8,102+48.2% | Added |
| Moore Capital Management, LP | 25,000 | $2.57M | 0.07% | −45,000−64.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 25,007 | $2.57M | 0.76% | +490+2.0% | Added |
| Transamerica Financial Advisors, Inc. | 25,012 | $2.58M | 0.35% | −1,934−7.2% | Reduced |
| Curbstone Financial Management Corp | 25,036 | $2.58M | 0.64% | −600−2.3% | Reduced |
| Financial Advocates Investment Management | 25,051 | $2.58M | 0.19% | +551+2.2% | Added |
| Cubic Asset Management, LLC | 25,064 | $2.58M | 0.71% | −2,321−8.5% | Reduced |
| Qtron Investments LLC | 25,248 | $2.60M | 0.50% | −640−2.5% | Reduced |
| Key Financial Inc | 25,345 | $2.61M | 0.88% | −37−0.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,554 | $2.63M | 0.07% | −104−0.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 25,595 | $2.63M | 0.80% | +1,113+4.5% | Added |
| Aviance Capital Partners, LLC | 25,596 | $2.64M | 0.59% | +1,950+8.2% | Added |
| United Community Bank | 25,653 | $2.64M | 1.29% | +3,608+16.4% | Added |
| AlphaCore Capital LLC | 25,512 | $2.64M | 0.42% | +1,330+5.5% | Added |
| TBH Global Asset Management, LLC | 25,762 | $2.65M | 0.51% | −1,056−3.9% | Reduced |
| West Michigan Advisors, LLC | 25,786 | $2.65M | 1.42% | +321+1.3% | Added |
| Hayek Kallen Investment Management | 25,822 | $2.66M | 1.19% | −145−0.6% | Reduced |
| V-Square Quantitative Management LLC | 25,833 | $2.66M | 1.17% | +3,319+14.7% | Added |
| Mechanics Bank Trust Department | 25,915 | $2.67M | 0.45% | −546−2.1% | Reduced |
| Tevis Investment Management | 25,925 | $2.67M | 2.71% | −315−1.2% | Reduced |
| Patten Group, Inc. | 25,939 | $2.67M | 0.80% | −275−1.0% | Reduced |
| Headinvest, LLC | 26,058 | $2.67M | 0.58% | −186−0.7% | Reduced |
| Gunn & Co Investment Management, Inc. | 25,963 | $2.67M | 2.35% | +25,963 | New |
| Empire Financial Management Company, LLC | 25,973 | $2.67M | 1.17% | −379−1.4% | Reduced |
| Werlinich Asset Management, LLC | 26,019 | $2.68M | 2.21% | +254+1.0% | Added |
| Mather Group, LLC. | 26,021 | $2.68M | 0.05% | +1,433+5.8% | Added |
| Palisade Asset Management, LLC | 26,073 | $2.68M | 0.33% | −249−0.9% | Reduced |
| NorthRock Partners, LLC | 26,078 | $2.68M | 0.28% | +4,748+22.3% | Added |
| High Note Wealth, LLC | 26,162 | $2.69M | 1.11% | +752+3.0% | Added |
| Wedmont Private Capital | 25,789 | $2.69M | 0.27% | −1,768−6.4% | Reduced |
| Adell Harriman & Carpenter Inc | 26,259 | $2.70M | 0.28% | +6,835+35.2% | Added |
| Liberty One Investment Management, LLC | 26,422 | $2.72M | 0.39% | +1,296+5.2% | Added |
| Cape Cod Five Cents Savings Bank | 26,428 | $2.72M | 0.15% | +12,649+91.8% | Added |
| NTV Asset Management LLC | 26,454 | $2.72M | 0.49% | +207+0.8% | Added |
| Mission Wealth Management, LP | 26,484 | $2.73M | 0.10% | −687−2.5% | Reduced |
| LGT Fund Management Co Ltd. | 26,600 | $2.73M | 1.33% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 26,591 | $2.74M | 1.20% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 26,598 | $2.74M | 0.75% | +475+1.8% | Added |
| Wellington Shields & Co., LLC | 26,616 | $2.74M | 0.69% | +1,500+6.0% | Added |
| Riverview Trust Co | 26,625 | $2.74M | 2.43% | +1,145+4.5% | Added |
| Csenge Advisory Group | 26,708 | $2.75M | 0.19% | −2,336−8.0% | Reduced |
| Geneos Wealth Management Inc. | 26,724 | $2.75M | 0.14% | −1,819−6.4% | Reduced |
| StoneX Group Inc. | 26,575 | $2.75M | 0.30% | +1,523+6.1% | Added |
| Keystone Financial Group | 26,783 | $2.76M | 0.46% | −61−0.2% | Reduced |
| Rehmann Capital Advisory Group | 26,853 | $2.76M | 0.26% | −357−1.3% | Reduced |
| Jmac Enterprises LLC | 26,928 | $2.77M | 0.68% | +327+1.2% | Added |
| Horizon Kinetics Asset Management LLC | 27,039 | $2.78M | 0.06% | +376+1.4% | Added |
| Huber Capital Management LLC | 27,070 | $2.79M | 0.66% | −10,300−27.6% | Reduced |
| Garrett Investment Advisors LLC | 27,090 | $2.79M | 0.38% | +1,241+4.8% | Added |
| Stolper Co | 27,139 | $2.79M | 1.21% | −166−0.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 27,163 | $2.80M | 0.99% | +726+2.7% | Added |
| NBC Securities, Inc. | 27,182 | $2.80M | 0.31% | +27,182 | New |
| Legacy Capital Group California, Inc. | 27,215 | $2.80M | 1.20% | −30.0% | Reduced |
| RNC Capital Management LLC | 27,265 | $2.81M | 0.17% | −881−3.1% | Reduced |
| Stonebridge Capital Management Inc | 27,272 | $2.81M | 1.53% | −2,475−8.3% | Reduced |
| Cigna Investments Inc | 27,289 | $2.81M | 0.65% | −3,460−11.3% | Reduced |
| Northstar Group, Inc. | 27,432 | $2.82M | 0.67% | −50−0.2% | Reduced |