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 |
|---|---|---|---|---|---|
| Constitution Capital LLC | 3,400 | $350.0K | 0.24% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,431 | $351.2K | 0.07% | +24+0.7% | Added |
| Goldstein Advisors, LLC | 3,416 | $351.7K | 0.07% | −310−8.3% | Reduced |
| Santori & Peters | 3,422 | $352.3K | 0.19% | −29−0.8% | Reduced |
| Manchester Financial Inc | 3,422 | $352.3K | 0.10% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 3,424 | $352.5K | 2.24% | −216−5.9% | Reduced |
| Smith Shellnut Wilson LLC | 3,439 | $354.0K | 0.22% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 3,441 | $354.3K | 0.22% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 3,444 | $354.6K | 0.11% | +488+16.5% | Added |
| Vishria Bird Financial Group, LLC | 3,446 | $355.0K | 0.20% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 3,408 | $355.0K | 0.41% | +249+7.9% | Added |
| BIP Wealth, LLC | 3,450 | $355.2K | 0.03% | −201−5.5% | Reduced |
| Taurus Asset Management, LLC | 3,453 | $355.5K | 0.04% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 3,459 | $356.1K | 0.06% | +3+0.1% | Added |
| MJP Associates Inc | 3,461 | $356.4K | 0.10% | −3,435−49.8% | Reduced |
| Marks Group Wealth Management, Inc | 3,472 | $357.4K | 0.04% | +425+13.9% | Added |
| Fluent Financial, LLC | 3,477 | $358.0K | 0.19% | −40,472−92.1% | Reduced |
| Omnia Family Wealth, LLC | 3,453 | $358.0K | 0.22% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,483 | $358.6K | 0.14% | −3,671−51.3% | Reduced |
| Trust Co of Oklahoma | 3,485 | $358.8K | 0.14% | −1,583−31.2% | Reduced |
| Schrum Private Wealth Management LLC | 3,486 | $358.8K | 0.41% | +2+0.1% | Added |
| Blue Barn Wealth, LLC | 3,490 | $359.3K | 0.24% | +14+0.4% | Added |
| Piscataqua Savings Bank | 3,492 | $359.5K | 0.31% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 3,493 | $359.7K | 0.09% | −226−6.1% | Reduced |
| Petix & Botte Co | 3,496 | $359.9K | 0.11% | +100+2.9% | Added |
| Jackson Creek Investment Advisors LLC | 3,498 | $360.0K | 0.15% | −3,979−53.2% | Reduced |
| Summit Wealth Group, LLC | 3,492 | $360.0K | 0.32% | +450+14.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,478 | $360.7K | 0.19% | +3,478 | New |
| Arcataur Capital Management LLC | 3,511 | $361.5K | 0.15% | 00.0% | Unchanged |
| Next Capital Management LLC | 3,512 | $361.6K | 0.16% | 00.0% | Unchanged |
| Ballast, Inc. | 3,513 | $361.7K | 0.14% | +26+0.7% | Added |
| Viewpoint Capital Management LLC | 3,517 | $362.1K | 0.29% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 3,521 | $362.5K | 0.33% | +3,521 | New |
| Benchmark Investment Advisors LLC | 3,527 | $363.1K | 0.37% | −170−4.6% | Reduced |
| Montz Harcus Wealth Management LLC | 3,527 | $363.1K | 0.31% | −401−10.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,534 | $363.8K | 0.17% | +251+7.6% | Added |
| Verus Financial Partners, Inc. | 3,506 | $364.7K | 0.05% | −215−5.8% | Reduced |
| Security National Bank of Sioux City Iowa | 3,544 | $364.9K | 0.28% | −375−9.6% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 3,582 | $368.8K | 0.17% | +328+10.1% | Added |
| Black Diamond Financial, LLC | 3,584 | $369.0K | 0.11% | +2+0.1% | Added |
| Dillon & Associates Inc | 3,596 | $370.0K | 0.07% | +73+2.1% | Added |
| Castle Wealth Management LLC | 3,571 | $370.2K | 0.26% | −86−2.4% | Reduced |
| Hexagon Capital Partners LLC | 3,596 | $370.2K | 0.10% | −406−10.1% | Reduced |
| Penbrook Management LLC | 3,606 | $371.2K | 0.27% | −600−14.3% | Reduced |
| Per Stirling Capital Management, LLC. | 3,606 | $371.3K | 0.08% | −89−2.4% | Reduced |
| Verity & Verity, LLC | 3,607 | $371.3K | 0.05% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,612 | $371.9K | 0.11% | +33+0.9% | Added |
| Somerset Group LLC | 3,613 | $372.0K | 0.35% | 00.0% | Unchanged |
| Farmers Trust Co | 3,615 | $372.2K | 0.09% | −2,348−39.4% | Reduced |
| Hoxton Planning & Management, LLC | 3,622 | $373.0K | 0.24% | −37−1.0% | Reduced |
| Perennial Advisors, LLC | 3,624 | $373.1K | 0.10% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 3,625 | $373.1K | 0.10% | +12+0.3% | Added |
| Wills Financial Group, Inc. | 3,626 | $373.3K | 0.20% | +350+10.7% | Added |
| Capula Management Ltd | 3,630 | $373.7K | 0.02% | +3,630 | New |
| New Republic Capital, LLC | 3,612 | $373.9K | 0.31% | +22+0.6% | Added |
| Bluesphere Advisors, LLC | 3,633 | $374.0K | 0.27% | +2+0.1% | Added |
| Wealth Advisory Solutions, LLC | 3,636 | $374.3K | 0.07% | +3,636 | New |
| Key Bridge Compliance, LLC | 3,636 | $374.3K | 0.12% | +3,636 | New |
| Bank of Stockton | 3,550 | $374.7K | 0.14% | −300−7.8% | Reduced |
| Capstone Wealth Management Group, LLC | 3,653 | $376.1K | 0.39% | +21+0.6% | Added |
| One + One Wealth Management, LLC | 3,655 | $376.3K | 0.25% | −266−6.8% | Reduced |
| Carmel Capital Partners, LLC | 3,656 | $376.4K | 0.17% | +477+15.0% | Added |
| Prostatis Group LLC | 3,357 | $376.5K | 0.18% | −172,568−98.1% | Reduced |
| Dempze Nancy E | 3,670 | $377.8K | 0.34% | −95−2.5% | Reduced |
| Ironwood Investment Management LLC | 3,671 | $377.9K | 0.23% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,669 | $378.0K | 0.07% | −3,498−48.8% | Reduced |
| Callan Family Office, LLC | 3,675 | $378.3K | 0.10% | −3,475−48.6% | Reduced |
| Trust Co | 3,677 | $378.5K | 0.06% | −3,313−47.4% | Reduced |
| Grandview Asset Management LLC | 3,680 | $379.0K | 0.22% | −3,420−48.2% | Reduced |
| Birchcreek Wealth Management, LLC | 3,690 | $379.9K | 0.26% | +293+8.6% | Added |
| CSM Advisors, LLC | 3,688 | $380.0K | 0.03% | −1,200−24.5% | Reduced |
| Cairn Investment Group, Inc. | 3,695 | $380.0K | 0.25% | +195+5.6% | Added |
| Cannon Financial Strategists, Inc. | 3,692 | $380.1K | 0.10% | +156+4.4% | Added |
| Hemington Wealth Management | 3,705 | $381.0K | 0.18% | −320−8.0% | Reduced |
| ETF Store, Inc. | 3,741 | $381.6K | 0.27% | −149−3.8% | Reduced |
| Heritage Financial Services, LLC | 3,712 | $382.2K | 0.07% | +380+11.4% | Added |
| O'Keefe Stevens Advisory, Inc. | 3,716 | $382.5K | 0.17% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,716 | $382.6K | 0.23% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,717 | $382.6K | 0.02% | −64−1.7% | Reduced |
| Semus Wealth Partners LLC | 3,719 | $382.8K | 0.36% | +205+5.8% | Added |
| Seizert Capital Partners, LLC | 3,720 | $383.0K | 0.02% | 00.0% | Unchanged |
| McLean Asset Management Corp | 3,697 | $383.1K | 0.16% | +36+1.0% | Added |
| Centurion Wealth Management LLC | 3,729 | $383.9K | 0.19% | +28+0.8% | Added |
| Pin Oak Investment Advisors Inc | 3,706 | $384.0K | 0.43% | −122−3.2% | Reduced |
| Stonehearth Capital Management, LLC | 3,731 | $384.1K | 0.21% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,736 | $384.7K | 0.11% | +1,376+58.3% | Added |
| Prentiss Smith & Co Inc | 3,739 | $384.9K | 0.28% | −328−8.1% | Reduced |
| AllSquare Wealth Management LLC | 3,749 | $386.0K | 0.25% | +399+11.9% | Added |
| Tortoise Investment Management, LLC | 3,768 | $388.0K | 0.06% | −2−0.1% | Reduced |
| ESG Planning | 3,769 | $388.0K | 0.44% | +805+27.2% | Added |
| Seed Wealth Management, Inc. | 3,770 | $388.1K | 0.44% | 00.0% | Unchanged |
| Unique Wealth, LLC | 3,776 | $388.8K | 0.16% | +2,042+117.8% | Added |
| Jacobsen Capital Management | 3,786 | $389.8K | 0.21% | −44−1.1% | Reduced |
| American Trust Investment Advisors, LLC | 3,791 | $390.3K | 0.22% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,800 | $391.0K | 0.07% | +78+2.1% | Added |
| Balboa Wealth Partners | 3,807 | $391.9K | 0.15% | −495−11.5% | Reduced |
| First Personal Financial Services | 3,814 | $392.7K | 0.10% | +250+7.0% | Added |
| Sage Private Wealth Group, LLC | 3,815 | $392.8K | 0.54% | +70+1.9% | Added |
| Amplius Wealth Advisors, LLC | 3,822 | $393.5K | 0.05% | −224−5.5% | Reduced |
| Gagnon Securities LLC | 3,823 | $393.6K | 0.10% | −16−0.4% | Reduced |