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 |
|---|---|---|---|---|---|
| Nebula Research & Development LLC | 2,891 | $297.6K | 0.16% | +2,891 | New |
| BlackDiamond Wealth Management Inc. | 2,900 | $297.8K | 0.27% | +34+1.2% | Added |
| Powers Advisory Group, LLC | 2,896 | $298.2K | 0.20% | +15+0.5% | Added |
| PAX Financial Group, LLC | 2,905 | $299.1K | 0.07% | +35+1.2% | Added |
| Cedar Wealth Management, LLC | 2,906 | $299.1K | 0.12% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,906 | $299.2K | 0.26% | +45+1.6% | Added |
| Gateway Advisory, LLC | 2,906 | $299.2K | 0.06% | +245+9.2% | Added |
| MPS Loria Financial Planners, LLC | 2,906 | $299.6K | 0.12% | +144+5.2% | Added |
| William Allan, LLC | 2,911 | $299.7K | 0.24% | +55+1.9% | Added |
| Reik & Co., LLC | 2,914 | $300.0K | 0.09% | +25+0.9% | Added |
| Merrion Investment Management Co, LLC | 2,900 | $300.7K | 0.26% | 00.0% | Unchanged |
| Brown Capital Management LLC | 2,963 | $305.0K | 0.00% | +350+13.4% | Added |
| Cascade Investment Group, Inc. | 2,967 | $305.5K | 0.29% | +15+0.5% | Added |
| Intergy Private Wealth, LLC | 2,971 | $305.9K | 0.15% | −40−1.3% | Reduced |
| MTM Financial Group, LLC | 2,971 | $305.9K | 0.25% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 2,974 | $306.2K | 0.08% | +498+20.1% | Added |
| Fiducient Advisors LLC | 2,960 | $306.9K | 0.02% | +2,960 | New |
| Fort, L.P. | 2,981 | $306.9K | 0.85% | −39−1.3% | Reduced |
| Alpha Financial Partners, LLC | 2,987 | $307.5K | 0.36% | −36−1.2% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,990 | $307.8K | 0.10% | +9+0.3% | Added |
| Lord, Abbett & Co. LLC | 2,991 | $308.0K | 0.00% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,993 | $308.1K | 0.03% | −386−11.4% | Reduced |
| Jag Capital Management, LLC | 2,996 | $308.4K | 0.04% | 00.0% | Unchanged |
| First International Bank & Trust | 3,000 | $308.9K | 0.11% | −2,109−41.3% | Reduced |
| Robotti Robert | 3,000 | $308.9K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,005 | $309.4K | 0.04% | −576−16.1% | Reduced |
| Gradient Capital Advisors, LLC | 3,017 | $310.6K | 0.13% | +68+2.3% | Added |
| Lorne Steinberg Wealth Management Inc. | 3,023 | $311.2K | 0.12% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 3,031 | $312.0K | 0.04% | 00.0% | Unchanged |
| Unio Capital LLC | 3,033 | $312.2K | 0.17% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3,035 | $312.4K | 0.05% | +150+5.2% | Added |
| Summit X, LLC | 3,036 | $312.6K | 0.10% | −5,369−63.9% | Reduced |
| Antonetti Capital Management LLC | 3,016 | $312.6K | 0.49% | 00.0% | Unchanged |
| Schubert & Co | 3,044 | $313.4K | 0.32% | −1,089−26.3% | Reduced |
| Aspen Grove Capital, LLC | 3,027 | $313.8K | 0.12% | −7,189−70.4% | Reduced |
| Campbell Wealth Management | 3,050 | $314.0K | 0.04% | +84+2.8% | Added |
| Almanack Investment Partners, LLC. | 3,054 | $314.4K | 0.06% | −1,510−33.1% | Reduced |
| Lion Street Advisors, LLC | 3,066 | $315.7K | 0.10% | +441+16.8% | Added |
| Riverwater Partners LLC | 3,067 | $315.7K | 0.29% | +3,067 | New |
| Gemmer Asset Management LLC | 3,078 | $316.9K | 0.04% | −205−6.2% | Reduced |
| Crestone Asset Management LLC | 3,088 | $317.9K | 0.08% | +3,088 | New |
| Fortress Wealth Group, LLC | 3,130 | $318.5K | 0.21% | +8+0.3% | Added |
| Financial Engines Advisors L.L.C. | 3,079 | $319.2K | 0.00% | −208−6.3% | Reduced |
| EPG Wealth Management LLC | 3,106 | $319.8K | 0.10% | −5,594−64.3% | Reduced |
| Cooper/Haims Advisors, LLC | 3,106 | $319.8K | 0.25% | +150+5.1% | Added |
| Ballew Advisors, Inc | 3,131 | $319.9K | 0.26% | 00.0% | Unchanged |
| Ballast Advisors LLC | 3,109 | $320.1K | 0.13% | −9−0.3% | Reduced |
| Cardinal Strategic Wealth Guidance | 3,110 | $320.2K | 0.15% | −257−7.6% | Reduced |
| XTX Topco Ltd | 3,111 | $320.3K | 0.05% | +3,111 | New |
| Adamsbrown Wealth Consultants LLC | 3,111 | $320.3K | 0.16% | +92+3.0% | Added |
| Avenue 1 Advisors, LLC | 3,119 | $321.1K | 0.16% | −32−1.0% | Reduced |
| Briggs Advisory Group, Inc. | 3,130 | $322.3K | 0.18% | −90−2.8% | Reduced |
| One Charles Private Wealth Services, LLC | 3,136 | $322.9K | 0.19% | −198−5.9% | Reduced |
| Windsor Group LTD | 3,140 | $323.0K | 0.06% | +244+8.4% | Added |
| Lockerman Financial Group, Inc. | 3,155 | $324.8K | 0.87% | −59−1.8% | Reduced |
| Requisite Capital Management, LLC | 3,140 | $325.6K | 0.08% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,178 | $327.2K | 0.29% | +19+0.6% | Added |
| Glass Jacobson Investment Advisors llc | 3,182 | $327.6K | 0.15% | +174+5.8% | Added |
| RTD Financial Advisors, Inc. | 3,190 | $328.4K | 0.05% | 00.0% | Unchanged |
| waypoint wealth counsel | 3,195 | $328.9K | 0.31% | +10.0% | Added |
| Thrive Capital Management, LLC | 3,195 | $328.9K | 0.18% | +132+4.3% | Added |
| RWM Asset Management, LLC | 3,195 | $329.0K | 0.07% | +159+5.2% | Added |
| Gibson Capital, LLC | 3,197 | $329.1K | 0.09% | 00.0% | Unchanged |
| EHP Funds Inc. | 3,200 | $329.4K | 0.16% | −8,220−72.0% | Reduced |
| Waterford Advisors, LLC | 3,208 | $330.3K | 0.18% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,233 | $332.8K | 0.10% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 3,219 | $333.4K | 0.11% | −12−0.4% | Reduced |
| Byrne Asset Management LLC | 3,248 | $334.0K | 0.28% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,245 | $334.1K | 0.10% | +3+0.1% | Added |
| Five Oceans Advisors | 3,249 | $334.5K | 0.21% | −13−0.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 3,259 | $335.0K | 0.29% | −137−4.0% | Reduced |
| Matrix Asset Advisors Inc | 3,256 | $335.2K | 0.05% | −589−15.3% | Reduced |
| Winning Points Advisors, LLC | 3,222 | $336.1K | 0.60% | −200−5.8% | Reduced |
| Carlson Capital Management | 3,267 | $336.3K | 0.02% | +9+0.3% | Added |
| Pensionmark Financial Group, LLC | 3,244 | $336.4K | 0.07% | −156−4.6% | Reduced |
| Curtis Advisory Group, LLC | 3,269 | $336.5K | 0.11% | −500−13.3% | Reduced |
| Pasadena Private Wealth, LLC | 3,285 | $338.2K | 0.10% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,286 | $338.3K | 0.11% | −378−10.3% | Reduced |
| Fortis Advisors, LLC | 3,300 | $339.7K | 0.26% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 3,302 | $340.0K | 0.29% | +10.0% | Added |
| Amarillo National Bank | 3,322 | $342.0K | 0.07% | 00.0% | Unchanged |
| PSI Advisors, LLC | 3,325 | $342.3K | 0.15% | −54−1.6% | Reduced |
| McCollum Christoferson Group LLC | 3,325 | $342.3K | 0.11% | +645+24.1% | Added |
| Verum Partners LLC | 3,340 | $343.8K | 0.15% | +3,340 | New |
| Weaver Consulting Group | 3,342 | $344.0K | 0.16% | −200−5.6% | Reduced |
| Triad Financial Advisors, Inc. | 3,342 | $344.1K | 0.12% | +545+19.5% | Added |
| True Link Financial Advisors, LLC | 3,352 | $345.1K | 0.04% | +302+9.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 3,360 | $345.9K | 0.10% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,362 | $346.1K | 0.14% | +375+12.6% | Added |
| Palisade Capital Management LLC | 3,362 | $346.2K | 0.01% | 00.0% | Unchanged |
| Laraway Financial Inc | 3,366 | $346.6K | 0.36% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,368 | $346.7K | 0.02% | +94+2.9% | Added |
| Retirement Investment Advisors, Inc. | 3,370 | $346.9K | 0.03% | +524+18.4% | Added |
| Beacon Financial Strategies CORP | 3,377 | $347.6K | 0.30% | −131−3.7% | Reduced |
| Buckhead Capital Management LLC | 3,377 | $347.7K | 0.14% | −21,315−86.3% | Reduced |
| Greenline Partners, LLC | 3,379 | $347.9K | 0.07% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 3,379 | $347.9K | 0.03% | +256+8.2% | Added |
| Talisman Wealth Advisors LLC | 3,381 | $348.1K | 0.60% | −353−9.5% | Reduced |
| NSI Retail Advisors, LLC | 3,388 | $349.0K | 0.07% | −1,200−26.2% | Reduced |
| Prosperity Financial Group, Inc. | 3,395 | $349.5K | 0.29% | +30+0.9% | Added |