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 |
|---|---|---|---|---|---|
| Motive Wealth Advisors | 2,486 | $255.9K | 0.28% | −220−8.1% | Reduced |
| Landaas & Co | 2,485 | $256.0K | 0.11% | +172+7.4% | Added |
| American Money Management, LLC | 2,492 | $256.5K | 0.07% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 2,495 | $256.9K | 0.04% | −201−7.5% | Reduced |
| Fagan Associates, Inc. | 2,495 | $256.9K | 0.06% | +75+3.1% | Added |
| WFA of San Diego, LLC | 2,498 | $257.2K | 0.27% | −15−0.6% | Reduced |
| Conestoga Capital Advisors, LLC | 2,500 | $257.4K | 0.00% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 2,500 | $257.4K | 0.06% | −918−26.9% | Reduced |
| Lazari Capital Management, Inc. | 2,505 | $257.9K | 0.15% | +324+14.9% | Added |
| Hillsdale Investment Management Inc. | 2,507 | $258.1K | 0.02% | +1,000+66.4% | Added |
| Austin Asset Management Co Inc | 2,508 | $258.2K | 0.08% | +2,508 | New |
| Integris Wealth Management, LLC | 2,514 | $258.8K | 0.08% | 00.0% | Unchanged |
| Independent Investors Inc | 2,525 | $259.9K | 0.07% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 2,526 | $260.1K | 0.06% | +69+2.8% | Added |
| ERn Financial, LLC | 2,538 | $261.3K | 0.06% | +56+2.3% | Added |
| Endowment Wealth Management, Inc. | 2,556 | $263.1K | 0.24% | +543+27.0% | Added |
| Kure Advisory, LLC | 2,558 | $263.3K | 0.15% | +2,558 | New |
| Waterfront Wealth Inc. | 2,560 | $264.4K | 0.09% | +34+1.3% | Added |
| Strategic Financial Concepts, LLC | 2,575 | $265.1K | 0.09% | +158+6.5% | Added |
| Advanced Asset Management Advisors Inc | 2,582 | $265.8K | 0.06% | +10.0% | Added |
| LWM Advisory Services, LLC | 2,591 | $266.5K | 0.29% | −54−2.0% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,592 | $266.8K | 0.11% | +196+8.2% | Added |
| Bridge Advisory, LLC | 2,596 | $267.2K | 0.09% | +69+2.7% | Added |
| NWK Group, Inc. | 2,600 | $267.7K | 0.16% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 2,606 | $268.3K | 0.09% | +2,606 | New |
| Aspen Wealth Strategies, LLC | 2,618 | $269.4K | 0.21% | +31+1.2% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,623 | $270.1K | 0.09% | +13+0.5% | Added |
| Nexus Investment Management ULC | 2,625 | $270.2K | 0.03% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 2,630 | $270.7K | 0.11% | +17+0.7% | Added |
| Grant Street Asset Management, Inc. | 2,634 | $271.1K | 0.11% | −107−3.9% | Reduced |
| Northstar Advisory Group, LLC | 2,636 | $271.4K | 0.20% | +2+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 2,638 | $271.6K | 0.02% | −1,598−37.7% | Reduced |
| Northside Capital Management, LLC | 2,669 | $274.9K | 0.06% | −10.0% | Reduced |
| LJI Wealth Management, LLC | 2,672 | $275.1K | 0.08% | +49+1.9% | Added |
| Triad Investment Management | 2,675 | $275.4K | 0.40% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,680 | $275.9K | 0.19% | +2+0.1% | Added |
| Bell Investment Advisors, Inc | 2,681 | $276.0K | 0.06% | +516+23.8% | Added |
| Cadent Capital Advisors, LLC | 2,681 | $276.0K | 0.13% | +10+0.4% | Added |
| Interchange Capital Partners, LLC | 2,684 | $276.3K | 0.22% | −946−26.1% | Reduced |
| Noble Family Wealth, LLC | 2,691 | $277.0K | 0.09% | +62+2.4% | Added |
| JMG Financial Group, Ltd. | 2,696 | $277.6K | 0.01% | +663+32.6% | Added |
| Trellis Advisors, LLC | 2,697 | $277.7K | 0.13% | −14−0.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 2,697 | $277.7K | 0.24% | +10.0% | Added |
| AAFCPAs Wealth Management, LLC | 2,698 | $277.8K | 0.18% | −82−2.9% | Reduced |
| FirstPurpose Wealth LLC | 2,698 | $277.8K | 0.12% | +68+2.6% | Added |
| Two Sigma Securities, LLC | 2,700 | $278.0K | 0.01% | −333−11.0% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,709 | $278.9K | 0.24% | +19+0.7% | Added |
| Independent Wealth Network Inc. | 2,712 | $279.2K | 0.17% | −537−16.5% | Reduced |
| Elmwood Wealth Management, Inc. | 2,714 | $279.4K | 0.13% | +5+0.2% | Added |
| Triasima Portfolio Management inc. | 2,715 | $279.5K | 0.03% | −40−1.5% | Reduced |
| Randolph Co Inc | 2,726 | $280.6K | 0.05% | 00.0% | Unchanged |
| First American Trust, FSB | 2,730 | $281.1K | 0.04% | +2,730 | New |
| Armstrong Advisory Group, Inc | 2,733 | $281.4K | 0.03% | −38−1.4% | Reduced |
| Titleist Asset Management, LLC | 2,734 | $281.5K | 0.06% | +5+0.2% | Added |
| Willow Creek Wealth Management Inc. | 2,750 | $283.1K | 0.04% | +4+0.1% | Added |
| HFG Advisors, Inc. | 2,754 | $283.5K | 0.31% | +92+3.5% | Added |
| Menard Financial Group LLC | 2,755 | $283.6K | 0.41% | +364+15.2% | Added |
| Smithbridge Asset Management Inc | 2,754 | $284.0K | 0.07% | +250+10.0% | Added |
| Rise Advisors, LLC | 2,767 | $284.9K | 0.23% | −1,725−38.4% | Reduced |
| Detalus Advisors, LLC | 2,768 | $285.0K | 0.13% | −198−6.7% | Reduced |
| Truvestments Capital LLC | 2,769 | $285.0K | 0.15% | −2,036−42.4% | Reduced |
| Carson Advisory Inc. | 2,770 | $285.2K | 0.25% | +308+12.5% | Added |
| Financial Freedom, LLC | 2,773 | $285.5K | 0.20% | +8+0.3% | Added |
| Osborne Partners Capital Management, LLC | 2,780 | $286.2K | 0.02% | −246−8.1% | Reduced |
| Legacy Bridge, LLC | 2,781 | $286.3K | 0.20% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,784 | $286.6K | 0.07% | −5,673−67.1% | Reduced |
| TD Capital Management LLC | 2,784 | $286.6K | 0.04% | +9+0.3% | Added |
| BEAM Asset Management, LLC | 2,785 | $286.8K | 0.20% | +212+8.2% | Added |
| Schear Investment Advisers, LLC | 2,788 | $287.0K | 0.31% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,793 | $288.0K | 0.02% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2,800 | $288.3K | 0.10% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 2,802 | $288.5K | 0.50% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 2,803 | $288.6K | 0.06% | +2,803 | New |
| Centerpoint Advisors, LLC | 2,808 | $289.0K | 0.12% | +100+3.7% | Added |
| Annapolis Financial Services, LLC | 2,808 | $289.1K | 0.08% | +173+6.6% | Added |
| Advisory Resource Group | 2,809 | $289.2K | 0.08% | −23,600−89.4% | Reduced |
| Page Arthur B | 2,818 | $290.1K | 0.30% | −50−1.7% | Reduced |
| Maryland Capital Advisors Inc. | 2,820 | $290.3K | 0.22% | −73−2.5% | Reduced |
| Virtus Investment Advisers, Inc. | 2,821 | $290.4K | 0.20% | −4,444−61.2% | Reduced |
| Meridian Wealth Partners, LLC | 2,826 | $290.9K | 0.06% | +48+1.7% | Added |
| Rice Partnership, LLC | 2,829 | $291.3K | 0.08% | −250−8.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 2,830 | $291.3K | 0.11% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 2,835 | $291.9K | 0.87% | −15−0.5% | Reduced |
| TriaGen Wealth Management LLC | 2,838 | $292.2K | 0.15% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 2,842 | $292.5K | 0.10% | −131−4.4% | Reduced |
| ORG Partners LLC | 2,844 | $293.0K | 0.09% | −506−15.1% | Reduced |
| Droms Strauss Advisors Inc | 2,844 | $293.0K | 0.13% | 00.0% | Unchanged |
| Summitry LLC | 2,853 | $293.7K | 0.02% | −100−3.4% | Reduced |
| Hirtle Callaghan & Co LLC | 2,858 | $294.2K | 0.01% | +177+6.6% | Added |
| Fulcrum Capital LLC | 2,860 | $294.4K | 0.09% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 2,873 | $295.8K | 0.22% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 2,875 | $296.1K | 0.02% | +228+8.6% | Added |
| KWB Wealth | 2,566 | $296.1K | 0.05% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 2,879 | $296.4K | 0.07% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,879 | $296.4K | 0.06% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,880 | $296.5K | 0.10% | +33+1.2% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,880 | $296.5K | 0.07% | +2,880 | New |
| Newbridge Financial Services Group, Inc. | 2,880 | $296.5K | 0.15% | +201+7.5% | Added |
| Marex Group plc | 2,883 | $296.8K | 0.04% | +2,883 | New |
| Quantum Financial Advisors, LLC | 2,888 | $297.3K | 0.09% | 00.0% | Unchanged |