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 |
|---|---|---|---|---|---|
| Northwest Wealth Management, LLC | 2,111 | $217.3K | 0.08% | −27−1.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 2,112 | $217.4K | 0.14% | −40−1.9% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 2,119 | $218.2K | 0.10% | 00.0% | Unchanged |
| Engrave Wealth Partners LLC | 2,120 | $218.3K | 0.07% | −37−1.7% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,122 | $218.4K | 0.27% | −55−2.5% | Reduced |
| KFG Wealth Management, LLC | 2,125 | $218.8K | 0.12% | +15+0.7% | Added |
| First Wilshire Securities Management Inc | 2,131 | $219.0K | 0.07% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 2,128 | $219.1K | 0.15% | +53+2.6% | Added |
| Syntax Advisors, LLC | 2,128 | $219.1K | 0.19% | +53+2.6% | Added |
| O'Brien Wealth Partners LLC | 2,132 | $219.5K | 0.06% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 2,136 | $219.9K | 0.05% | +7+0.3% | Added |
| Cohen & Steers, Inc. | 2,148 | $221.0K | 0.00% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 2,148 | $221.1K | 0.11% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 2,153 | $221.6K | 0.10% | +78+3.8% | Added |
| Harvest Investment Services, LLC | 2,156 | $222.0K | 0.14% | +2,156 | New |
| McClarren Financial Advisors, Inc. | 2,165 | $222.0K | 0.19% | +13+0.6% | Added |
| Corrado Advisors, LLC | 2,161 | $222.5K | 0.15% | +2,161 | New |
| Syntax Research, Inc. | 2,175 | $223.9K | 0.18% | +2,175 | New |
| Tamar Securities, LLC | 2,176 | $224.0K | 0.05% | +122+5.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,184 | $224.8K | 0.20% | −200−8.4% | Reduced |
| Axim Planning & Wealth | 2,193 | $225.8K | 0.20% | +2,193 | New |
| Dorsey Wright & Associates | 2,198 | $226.0K | 0.07% | +18+0.8% | Added |
| GeoWealth Management, LLC | 2,195 | $226.0K | 0.03% | +676+44.5% | Added |
| Elequin Capital LP | 2,200 | $226.5K | 0.04% | +2,064+1,517.6% | Added |
| Capital Insight Partners, LLC | 2,203 | $226.8K | 0.05% | −95−4.1% | Reduced |
| Rollins Financial | 2,206 | $227.1K | 0.06% | +2,206 | New |
| Kennedy Investment Group | 2,210 | $227.5K | 0.14% | +13+0.6% | Added |
| Dark Forest Capital Management LP | 2,225 | $229.1K | 0.02% | −2,100−48.6% | Reduced |
| Revisor Wealth Management LLC | 2,227 | $229.3K | 0.19% | +460+26.0% | Added |
| ICA Group Wealth Management, LLC | 2,229 | $229.5K | 0.06% | +103+4.8% | Added |
| Jacobson & Schmitt Advisors, LLC | 2,233 | $229.9K | 0.07% | +183+8.9% | Added |
| One Day In July LLC | 2,243 | $230.9K | 0.04% | +111+5.2% | Added |
| Alpha Financial Advisors, LLC | 2,244 | $231.0K | 0.15% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,246 | $231.2K | 0.12% | +263+13.3% | Added |
| Deltec Asset Management LLC | 2,248 | $231.4K | 0.05% | −279−11.0% | Reduced |
| Rock Point Advisors, LLC | 2,255 | $232.2K | 0.08% | +100+4.6% | Added |
| Lifestyle Asset Management, Inc. | 2,259 | $232.6K | 0.14% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 2,259 | $232.6K | 0.15% | −23−1.0% | Reduced |
| Guardian Capital Advisors LP | 2,250 | $232.8K | 0.03% | −1,000−30.8% | Reduced |
| Rocky Mountain Advisers, LLC | 2,267 | $233.4K | 0.11% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 2,267 | $233.4K | 0.14% | −17,100−88.3% | Reduced |
| Covestor Ltd | 2,277 | $234.0K | 0.18% | +72+3.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,250 | $235.0K | 0.01% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 2,283 | $235.0K | 0.29% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 2,284 | $235.1K | 0.04% | +465+25.6% | Added |
| D. Scott Neal, Inc. | 2,270 | $235.4K | 0.20% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 2,290 | $235.8K | 0.01% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,297 | $236.5K | 0.22% | −246−9.7% | Reduced |
| Legacy Financial Group, Inc. | 2,297 | $236.5K | 0.12% | +55+2.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,287 | $236.9K | 0.17% | +3+0.1% | Added |
| Planning Directions Inc | 2,307 | $237.0K | 0.18% | +11+0.5% | Added |
| Spartan Planning & Wealth Management | 2,307 | $237.5K | 0.28% | +2,307 | New |
| Collaborative Wealth Managment Inc. | 2,309 | $237.7K | 0.14% | +534+30.1% | Added |
| Triton Wealth Management, PLLC | 2,301 | $238.3K | 0.16% | −234−9.2% | Reduced |
| Blueshift Asset Management, LLC | 2,315 | $238.3K | 0.14% | −3,202−58.0% | Reduced |
| Financial Advisors Network, Inc. | 2,315 | $238.3K | 0.05% | +2,315 | New |
| Starfox Financial Services, LLC | 2,306 | $238.4K | 0.26% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,304 | $238.9K | 0.05% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 2,313 | $239.0K | 0.06% | +47+2.1% | Added |
| Madden Securities Corp | 2,322 | $239.1K | 0.14% | −300−11.4% | Reduced |
| Mattern Capital Management, LLC | 2,325 | $239.4K | 0.04% | 00.0% | Unchanged |
| CIC Wealth, LLC | 2,328 | $239.7K | 0.09% | +74+3.3% | Added |
| New England Capital Financial Advisors LLC | 2,331 | $240.0K | 0.17% | +14+0.6% | Added |
| Driehaus Capital Management LLC | 2,331 | $240.0K | 0.00% | −1,211−34.2% | Reduced |
| Isthmus Partners, LLC | 2,331 | $240.0K | 0.03% | −20−0.9% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,333 | $240.2K | 0.17% | +13+0.6% | Added |
| Eagle Bluffs Wealth Management LLC | 2,320 | $240.5K | 0.18% | −53−2.2% | Reduced |
| Towerpoint Wealth, LLC | 2,337 | $240.6K | 0.14% | +8+0.3% | Added |
| Investment Advisory Group, LLC | 2,339 | $240.8K | 0.13% | +4+0.2% | Added |
| NovaPoint Capital, LLC | 2,340 | $240.9K | 0.10% | +143+6.5% | Added |
| Waypoint Capital Advisors, LLC | 2,344 | $241.3K | 0.08% | +111+5.0% | Added |
| Pavion Blue Capital, LLC | 2,350 | $241.9K | 0.15% | −10−0.4% | Reduced |
| Trilogy Capital Inc. | 2,353 | $242.3K | 0.02% | −986−29.5% | Reduced |
| Granite FO LLC | 2,356 | $242.6K | 0.17% | +279+13.4% | Added |
| PRW Wealth Management LLC | 2,368 | $243.1K | 0.09% | 00.0% | Unchanged |
| Security National Bank of So Dak | 2,364 | $243.4K | 0.18% | −126−5.1% | Reduced |
| WorthPointe, LLC | 2,364 | $243.4K | 0.15% | +503+27.0% | Added |
| Bay Rivers Group | 2,368 | $243.8K | 0.19% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,368 | $243.8K | 0.07% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 2,372 | $244.2K | 0.19% | +367+18.3% | Added |
| Sandbox Financial Partners, LLC | 2,382 | $245.2K | 0.13% | −7−0.3% | Reduced |
| APCM Wealth Management for Individuals | 2,392 | $246.3K | 0.04% | 00.0% | Unchanged |
| Rock Creek Group, LP | 2,400 | $247.1K | 0.03% | −687−22.3% | Reduced |
| Bank of Nova Scotia Trust Co | 2,400 | $247.1K | 0.03% | −500−17.2% | Reduced |
| Blume Capital Management, Inc. | 2,400 | $247.1K | 0.07% | −100−4.0% | Reduced |
| FFT Wealth Management LLC | 2,402 | $247.3K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 2,403 | $247.4K | 0.10% | +2,026+537.4% | Added |
| Wealthstream Advisors, Inc. | 2,410 | $248.1K | 0.13% | −32−1.3% | Reduced |
| Prosperitas Financial LLC | 2,429 | $250.0K | 0.19% | +2,429 | New |
| Bellecapital International Ltd. | 2,431 | $250.3K | 0.06% | −369−13.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,433 | $250.5K | 0.07% | −105−4.1% | Reduced |
| Family Asset Management, LLC | 2,433 | $250.5K | 0.18% | −120−4.7% | Reduced |
| Community Financial Services Group, LLC | 2,441 | $251.3K | 0.06% | +2,441 | New |
| Marshall & Sullivan Inc | 2,450 | $252.2K | 0.15% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 2,456 | $253.0K | 0.05% | −77−3.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,462 | $253.5K | 0.15% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,465 | $253.8K | 0.12% | 00.0% | Unchanged |
| Northstar Asset Management Inc | 2,466 | $253.9K | 0.08% | 00.0% | Unchanged |
| Penobscot Wealth Management | 2,464 | $254.0K | 0.19% | +2,464 | New |
| Nixon Peabody Trust Co | 2,475 | $254.8K | 0.21% | −495−16.7% | Reduced |