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
- 3,222
- +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
- 1,410 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 1,074 | $110.0K | 0.04% | +4+0.4% | Added |
| Y.D. More Investments Ltd | 1,111 | $114.2K | 0.02% | −100−8.3% | Reduced |
| Intrepid Capital Management Inc | 1,133 | $116.6K | 0.08% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 1,149 | $118.3K | 0.03% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,159 | $119.3K | 0.09% | +1,159 | New |
| Earnest Partners LLC | 1,183 | $121.8K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1,185 | $122.0K | 0.09% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,199 | $123.4K | 0.07% | −60,009−98.0% | Reduced |
| Turim 21 Investimentos Ltda. | 1,200 | $123.5K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,200 | $123.5K | 0.13% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,201 | $123.7K | 0.09% | +3+0.3% | Added |
| Essex Investment Management Co LLC | 1,207 | $124.3K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,226 | $126.2K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,282 | $132.0K | 0.04% | +66+5.4% | Added |
| Toth Financial Advisory Corp | 1,282 | $132.0K | 0.02% | +173+15.6% | Added |
| Tower View Investment Management & Research LLC | 1,307 | $135.0K | 0.09% | +899+220.3% | Added |
| Kelly Financial Services LLC | 1,330 | $136.9K | 0.06% | −30−2.2% | Reduced |
| Front Street Capital Management, Inc. | 1,349 | $139.0K | 0.03% | +1,349 | New |
| West Financial Advisors, LLC | 1,352 | $139.2K | 0.03% | +68+5.3% | Added |
| Country Trust Bank | 1,357 | $139.7K | 0.00% | +371+37.6% | Added |
| Stephens Consulting, LLC | 1,416 | $145.8K | 0.06% | +850+150.2% | Added |
| Fairfield Financial Advisors, LTD | 1,425 | $146.7K | 0.06% | +779+120.6% | Added |
| Beaird Harris Wealth Management, LLC | 1,433 | $147.5K | 0.02% | +125+9.6% | Added |
| SJS Investment Consulting Inc. | 1,437 | $147.9K | 0.04% | +189+15.1% | Added |
| CGC Financial Services, LLC | 1,500 | $154.5K | 0.11% | 00.0% | Unchanged |
| Karani Asset Management LLC | 1,536 | $158.1K | 0.23% | +1,536 | New |
| Nkcfo LLC | 1,545 | $159.0K | 0.09% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,540 | $159.0K | 0.09% | +2+0.1% | Added |
| Natixis Investment Managers International | 1,564 | $161.0K | 0.01% | −102−6.1% | Reduced |
| First Community Trust NA | 1,575 | $162.1K | 0.19% | −115−6.8% | Reduced |
| Financial Perspectives, Inc | 1,594 | $164.1K | 0.08% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,607 | $165.4K | 0.03% | +1,607 | New |
| Horizon Bancorp Inc | 1,613 | $166.0K | 0.11% | −131−7.5% | Reduced |
| Avion Wealth | 1,615 | $166.0K | 0.05% | +23+1.4% | Added |
| IAG Wealth Partners, LLC | 1,655 | $170.4K | 0.05% | +35+2.2% | Added |
| Nalls Sherbakoff Group, LLC | 1,689 | $173.9K | 0.17% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,693 | $174.3K | 0.14% | +91+5.7% | Added |
| Goldstream Capital Management Ltd | 1,699 | $175.8K | 0.14% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,722 | $177.3K | 0.02% | −118−6.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 1,752 | $180.4K | 0.10% | −78−4.3% | Reduced |
| Cornerstone Planning Group LLC | 1,778 | $183.0K | 0.07% | +367+26.0% | Added |
| Carolinas Wealth Consulting LLC | 17,191 | $187.0K | 0.05% | −809−4.5% | Reduced |
| Cranbrook Wealth Management, LLC | 1,851 | $190.6K | 0.06% | 00.0% | Unchanged |
| Mirova | 1,885 | $194.1K | 0.04% | −5,028−72.7% | Reduced |
| Abound Wealth Management | 1,915 | $197.1K | 0.08% | +34+1.8% | Added |
| Pegasus Partners Ltd. | 1,945 | $200.2K | 0.03% | +1,945 | New |
| Well Done, LLC | 1,946 | $200.3K | 0.04% | +197+11.3% | Added |
| Freedom Day Solutions, LLC | 1,953 | $201.1K | 0.09% | +5+0.3% | Added |
| Prosperity Wealth Management, Inc. | 1,959 | $201.7K | 0.13% | +130+7.1% | Added |
| J.Safra Asset Management Corp | 1,961 | $201.9K | 0.03% | 00.0% | Unchanged |
| Security Financial Services, INC. | 1,963 | $202.1K | 0.06% | −235−10.7% | Reduced |
| Canvas Wealth Advisors, LLC | 1,975 | $202.8K | 0.08% | −73−3.6% | Reduced |
| Front Barnett Associates LLC | 1,975 | $203.0K | 0.02% | 00.0% | Unchanged |
| SFG Wealth Management, LLC. | 1,974 | $203.2K | 0.16% | +66+3.5% | Added |
| Fortune 45 LLC | 1,976 | $203.5K | 0.20% | +5+0.3% | Added |
| TrueWealth Advisors, LLC | 1,984 | $204.2K | 0.09% | +174+9.6% | Added |
| Tandem Investment Advisors, Inc. | 1,986 | $204.5K | 0.01% | +1,986 | New |
| Davis Investment Partners, LLC | 1,978 | $204.9K | 0.11% | −1,400−41.4% | Reduced |
| Valicenti Advisory Services Inc | 1,995 | $205.0K | 0.07% | −50−2.4% | Reduced |
| Cabot Wealth Management Inc | 1,995 | $205.0K | 0.03% | +35+1.8% | Added |
| American Financial Advisors, LLC | 1,992 | $205.1K | 0.03% | +9+0.5% | Added |
| Conservest Capital Advisors, Inc. | 1,993 | $205.2K | 0.02% | −148−6.9% | Reduced |
| Hudson Capital Management LLC | 1,993 | $205.2K | 0.08% | +1,993 | New |
| Baron Financial Group, LLC | 1,993 | $205.2K | 0.13% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 1,994 | $205.3K | 0.13% | +1+0.1% | Added |
| WR Wealth Planners, LLC | 1,997 | $205.6K | 0.08% | −193−8.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 2,000 | $205.9K | 0.01% | 00.0% | Unchanged |
| Gouws Capital LLC | 2,000 | $205.9K | 0.17% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,000 | $206.0K | 0.02% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 2,005 | $206.4K | 0.11% | +2+0.1% | Added |
| Reuter James Wealth Management, LLC | 2,018 | $207.8K | 0.16% | −152−7.0% | Reduced |
| Outlook Wealth Advisors, LLC | 2,020 | $208.0K | 0.08% | +2,020 | New |
| Avaii Wealth Management, LLC | 2,026 | $208.6K | 0.16% | −254−11.1% | Reduced |
| Aua Capital Management, LLC | 2,030 | $209.0K | 0.15% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,032 | $209.2K | 0.12% | +18+0.9% | Added |
| Torray LLC | 2,041 | $210.1K | 0.04% | +2,041 | New |
| Oak Hill Wealth Advisors, LLC | 2,044 | $210.4K | 0.08% | −96−4.5% | Reduced |
| WestHill Financial Advisors, Inc. | 2,048 | $210.8K | 0.06% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 2,018 | $210.9K | 0.11% | −104−4.9% | Reduced |
| Global Assets Advisory, LLC | 2,049 | $210.9K | 0.19% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 2,049 | $211.0K | 0.08% | +13+0.6% | Added |
| Arcadia Investment Management Corp | 2,055 | $211.6K | 0.04% | 00.0% | Unchanged |
| DAGCO, Inc. | 885 | $211.8K | 0.12% | −23,028−96.3% | Reduced |
| ML & R Wealth Management LLC | 2,063 | $212.4K | 0.06% | +26+1.3% | Added |
| Rice Hall James & Associates, LLC | 2,064 | $212.5K | 0.01% | −150−6.8% | Reduced |
| Planning Center, Inc. | 2,065 | $212.6K | 0.06% | −139−6.3% | Reduced |
| Lyell Wealth Management, LP | 2,065 | $212.6K | 0.03% | 00.0% | Unchanged |
| Gould Asset Management LLC | 2,068 | $212.9K | 0.06% | −5−0.2% | Reduced |
| Van Leeuwen & Company, LLC | 2,070 | $213.1K | 0.13% | −661−24.2% | Reduced |
| Warwick Investment Management, Inc. | 2,073 | $213.4K | 0.08% | +3+0.1% | Added |
| Threadgill Financial, LLC | 2,045 | $213.7K | 0.16% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 2,076 | $213.7K | 0.05% | 00.0% | Unchanged |
| Norway Savings Bank | 2,080 | $214.1K | 0.11% | +2,080 | New |
| Wedgewood Investors Inc | 2,086 | $214.8K | 0.29% | −200−8.7% | Reduced |
| Hutchinson Capital Management | 2,088 | $215.0K | 0.05% | −723−25.7% | Reduced |
| Baron Wealth Management LLC | 2,091 | $215.3K | 0.14% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 2,087 | $216.4K | 0.13% | +2,087 | New |
| ShankerValleau Wealth Advisors, Inc. | 2,107 | $216.9K | 0.12% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,108 | $217.0K | 0.14% | −200−8.7% | Reduced |
| NBW Capital LLC | 2,110 | $217.2K | 0.05% | −293−12.2% | Reduced |