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 |
|---|---|---|---|---|---|
| Summit Trail Advisors, LLC | 27,392 | $2.84M | 0.10% | +3,306+13.7% | Added |
| BigSur Wealth Management LLC | 27,398 | $2.84M | 1.43% | −735−2.6% | Reduced |
| Mayflower Financial Advisors, LLC | 27,704 | $2.85M | 0.43% | −693−2.4% | Reduced |
| Arkadios Wealth Advisors | 27,798 | $2.86M | 0.27% | +10,714+62.7% | Added |
| Watchman Group, Inc. | 27,822 | $2.86M | 1.22% | +608+2.2% | Added |
| Johnson Financial Group, Inc. | 27,754 | $2.87M | 0.20% | −1,254−4.3% | Reduced |
| Little House Capital LLC | 27,915 | $2.87M | 1.18% | +4,000+16.7% | Added |
| Brandywine Oak Private Wealth LLC | 27,920 | $2.87M | 0.34% | −214−0.8% | Reduced |
| Telemus Capital, LLC | 28,015 | $2.88M | 0.27% | −1,851−6.2% | Reduced |
| Duff & Phelps Investment Management Co | 28,046 | $2.89M | 0.04% | +254+0.9% | Added |
| Ontario Teachers Pension Plan Board | 28,064 | $2.89M | 0.03% | +4,507+19.1% | Added |
| Hartford Financial Management Inc. | 28,086 | $2.89M | 0.74% | −339−1.2% | Reduced |
| Pensionfund Sabic | 28,100 | $2.89M | 1.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 28,118 | $2.90M | 0.29% | +28,118 | New |
| 180 Wealth Advisors, LLC | 28,151 | $2.90M | 0.65% | +1,345+5.0% | Added |
| Archer Investment Corp | 28,168 | $2.90M | 1.02% | +579+2.1% | Added |
| Shoker Investment Counsel, Inc. | 28,252 | $2.91M | 1.26% | −358−1.3% | Reduced |
| Financial Advisory Service, Inc. | 28,270 | $2.91M | 0.31% | +132+0.5% | Added |
| Centre Asset Management, LLC | 28,278 | $2.91M | 0.71% | −997−3.4% | Reduced |
| Legacy Private Trust Co. | 28,285 | $2.91M | 0.25% | −888−3.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 28,421 | $2.93M | 0.81% | +1,668+6.2% | Added |
| AIMZ Investment Advisors, LLC | 28,460 | $2.93M | 1.30% | −99−0.3% | Reduced |
| Stone Point Wealth LLC | 28,467 | $2.93M | 1.26% | +1,557+5.8% | Added |
| First PREMIER Bank | 28,520 | $2.94M | 0.90% | −541−1.9% | Reduced |
| Brighton Jones LLC | 28,723 | $2.96M | 0.15% | +819+2.9% | Added |
| Phoenix Wealth Advisors | 28,767 | $2.96M | 1.74% | +672+2.4% | Added |
| Western Wealth Management, LLC | 28,822 | $2.97M | 0.25% | +1,357+4.9% | Added |
| AdvisorNet Financial, Inc | 28,827 | $2.97M | 0.27% | −10,755−27.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 28,866 | $2.97M | 0.65% | −2,047−6.6% | Reduced |
| Golden State Equity Partners | 28,899 | $2.98M | 0.83% | −134−0.5% | Reduced |
| Inscription Capital, LLC | 28,917 | $2.98M | 0.97% | −50−0.2% | Reduced |
| IMA Wealth, Inc. | 28,933 | $2.98M | 0.77% | −709−2.4% | Reduced |
| Harbor Investment Advisory, LLC | 28,942 | $2.98M | 0.39% | +1,584+5.8% | Added |
| Berkeley, Inc | 29,018 | $2.99M | 2.04% | −69−0.2% | Reduced |
| Trustmark National Bank Trust Department | 29,019 | $2.99M | 0.29% | −6,367−18.0% | Reduced |
| Arden Trust Co | 29,057 | $2.99M | 0.50% | −2,278−7.3% | Reduced |
| Capital Investment Advisory Services, LLC | 29,073 | $2.99M | 0.30% | +521+1.8% | Added |
| Trust Asset Management LLC | 29,128 | $3.00M | 0.32% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 29,288 | $3.02M | 0.39% | 00.0% | Unchanged |
| Community Trust & Investment Co | 29,389 | $3.03M | 0.25% | +47+0.2% | Added |
| Checchi Capital Advisers, LLC | 29,399 | $3.03M | 0.28% | −1,553−5.0% | Reduced |
| Chelsea Counsel Co | 29,221 | $3.03M | 1.56% | 00.0% | Unchanged |
| Essex Savings Bank | 29,497 | $3.04M | 1.02% | −226−0.8% | Reduced |
| Deseret Mutual Benefit Administrators | 29,512 | $3.04M | 1.49% | −3,625−10.9% | Reduced |
| Windward Capital Management Co | 29,519 | $3.04M | 0.30% | −29−0.1% | Reduced |
| Vickerman Investment Advisors, Inc. | 29,636 | $3.05M | 1.25% | −419−1.4% | Reduced |
| Wexford Capital LP | 29,662 | $3.05M | 0.69% | +27,896+1,579.6% | Added |
| Kensington Investment Counsel, LLC | 29,667 | $3.05M | 1.90% | +2,226+8.1% | Added |
| Hall Laurie J Trustee | 29,675 | $3.06M | 1.30% | +100+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 29,677 | $3.06M | 0.50% | −20,794−41.2% | Reduced |
| Duncker Streett & Co Inc | 29,779 | $3.07M | 0.71% | −347−1.2% | Reduced |
| Strengthening Families & Communities, LLC | 29,786 | $3.07M | 1.33% | +1,288+4.5% | Added |
| Advent Capital Management | 30,000 | $3.09M | 0.07% | +30,000 | New |
| Kamunting Street Capital Management, L.P. | 30,000 | $3.09M | 2.34% | +30,000 | New |
| SFMG, LLC | 30,007 | $3.09M | 0.32% | +129+0.4% | Added |
| Welch Group, LLC | 30,080 | $3.10M | 0.18% | +35+0.1% | Added |
| Benjamin Edwards Inc | 30,238 | $3.11M | 0.74% | −2,349−7.2% | Reduced |
| Abbot Financial Management, Inc. | 30,299 | $3.12M | 2.10% | −972−3.1% | Reduced |
| Fairhaven Wealth Management, LLC | 30,340 | $3.12M | 1.25% | +831+2.8% | Added |
| Silvant Capital Management LLC | 30,138 | $3.12M | 0.19% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 30,376 | $3.13M | 0.42% | −12,500−29.2% | Reduced |
| Money Concepts Capital Corp | 30,528 | $3.14M | 0.33% | +1,103+3.7% | Added |
| Callahan Advisors, LLC | 30,573 | $3.15M | 0.40% | +1,577+5.4% | Added |
| First City Capital Management, Inc. | 30,705 | $3.16M | 1.98% | −50−0.2% | Reduced |
| Forum Financial Management, LP | 30,851 | $3.18M | 0.07% | +1,676+5.7% | Added |
| Nicollet Investment Management, Inc. | 30,883 | $3.18M | 1.42% | −120.0% | Reduced |
| Marietta Investment Partners LLC | 31,010 | $3.19M | 0.89% | −35,607−53.5% | Reduced |
| BFSG, LLC | 31,038 | $3.19M | 0.52% | −125−0.4% | Reduced |
| EagleClaw Capital Managment, LLC | 31,063 | $3.20M | 0.73% | +750+2.5% | Added |
| IHT Wealth Management, LLC | 31,118 | $3.20M | 0.16% | +1,526+5.2% | Added |
| Delta Financial Group, Inc. | 31,153 | $3.21M | 1.11% | −1,054−3.3% | Reduced |
| Red Cedar Investment Management, LLC | 31,230 | $3.22M | 0.49% | +1,118+3.7% | Added |
| Stokes Capital Advisors, LLC | 31,272 | $3.22M | 1.12% | −26−0.1% | Reduced |
| Wilkinson Global Asset Management LLC | 31,373 | $3.23M | 0.25% | −452−1.4% | Reduced |
| Blue Fin Capital, Inc. | 31,455 | $3.24M | 0.95% | +170+0.5% | Added |
| Harbor Advisory Corp | 31,479 | $3.24M | 1.17% | −207−0.7% | Reduced |
| Alphadyne Asset Management LP | 31,629 | $3.26M | 1.57% | +27,187+612.0% | Added |
| Sterling Investment Advisors, Ltd. | 31,641 | $3.26M | 1.14% | +2,486+8.5% | Added |
| Independent Financial Group, LLC | 31,650 | $3.26M | 0.21% | +2,316+7.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $3.27M | 0.94% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 31,780 | $3.27M | 1.57% | +123+0.4% | Added |
| Madison Asset Management, LLC | 31,800 | $3.27M | 0.05% | −188−0.6% | Reduced |
| Allegheny Financial Group LTD | 31,802 | $3.27M | 1.23% | +4,387+16.0% | Added |
| Aries Wealth Management | 31,547 | $3.29M | 1.29% | +960+3.1% | Added |
| Prestige Wealth Management Group LLC | 31,784 | $3.30M | 0.81% | −634−2.0% | Reduced |
| Means Investment Co., Inc. | 32,016 | $3.30M | 0.54% | −868−2.6% | Reduced |
| Asio Capital, LLC | 31,876 | $3.30M | 0.88% | +977+3.2% | Added |
| Iowa State Bank | 32,116 | $3.31M | 0.86% | −432−1.3% | Reduced |
| Sumitomo Life Insurance Co | 32,164 | $3.31M | 0.09% | −423−1.3% | Reduced |
| Morse Asset Management, Inc | 32,215 | $3.32M | 1.05% | −4,325−11.8% | Reduced |
| Maven Securities LTD | 32,302 | $3.33M | 0.37% | +14,812+84.7% | Added |
| Alpha Omega Wealth Management LLC | 32,422 | $3.34M | 0.58% | −494−1.5% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 32,563 | $3.35M | 2.83% | −99−0.3% | Reduced |
| Atlantic Trust, LLC | 32,639 | $3.36M | 1.11% | +515+1.6% | Added |
| Secure Asset Management, LLC | 32,745 | $3.37M | 1.01% | +559+1.7% | Added |
| Steel Peak Wealth Management LLC | 32,556 | $3.37M | 0.21% | −82,718−71.8% | Reduced |
| Main Street Financial Solutions, LLC | 32,827 | $3.38M | 0.48% | +1,977+6.4% | Added |
| Essex LLC | 32,916 | $3.39M | 0.95% | +2,132+6.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 32,921 | $3.39M | 0.81% | −988−2.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 32,944 | $3.39M | 1.78% | +1,720+5.5% | Added |