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 |
|---|---|---|---|---|---|
| Paragon Financial Partners, Inc. | 3,830 | $394.3K | 0.41% | +2+0.1% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,842 | $395.5K | 0.00% | −118−3.0% | Reduced |
| High Falls Advisors, Inc | 3,855 | $396.9K | 0.12% | +4+0.1% | Added |
| Crew Capital Management, Ltd. | 3,871 | $398.5K | 0.43% | −124−3.1% | Reduced |
| Enterprise Bank & Trust Co | 3,872 | $398.6K | 0.16% | −96−2.4% | Reduced |
| Sendero Wealth Management, LLC | 3,889 | $400.4K | 0.09% | −629−13.9% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $401.5K | 0.23% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,906 | $402.2K | 0.21% | −41−1.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,901 | $403.0K | 0.30% | −10−0.3% | Reduced |
| InTrack Investment Management Inc | 3,918 | $403.4K | 0.35% | +270+7.4% | Added |
| Coco Enterprises, LLC | 3,918 | $403.4K | 0.32% | −333−7.8% | Reduced |
| OneAscent Financial Services LLC | 3,911 | $405.0K | 0.11% | +1,381+54.6% | Added |
| Dumont & Blake Investment Advisors LLC | 3,947 | $406.0K | 0.14% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 3,945 | $406.1K | 0.41% | −936−19.2% | Reduced |
| Kozak & Associates, Inc. | 3,918 | $407.0K | 0.15% | +44+1.1% | Added |
| Benin Management CORP | 3,964 | $408.1K | 0.15% | +200+5.3% | Added |
| Palumbo Wealth Management LLC | 3,964 | $408.1K | 0.22% | −174−4.2% | Reduced |
| Powell Investment Advisors, LLC | 3,950 | $409.5K | 0.25% | 00.0% | Unchanged |
| Truadvice, LLC | 4,049 | $410.5K | 0.16% | +1,449+55.7% | Added |
| Legal Advantage Investments, Inc. | 4,000 | $411.8K | 0.29% | 00.0% | Unchanged |
| JSF Financial, LLC | 4,009 | $412.8K | 0.16% | −320−7.4% | Reduced |
| Arlington Partners LLC | 4,018 | $413.7K | 0.17% | −1,723−30.0% | Reduced |
| Arlington Trust Co LLC | 4,018 | $413.7K | 0.17% | +4,018 | New |
| McIlrath & Eck, LLC | 4,025 | $414.4K | 0.08% | +277+7.4% | Added |
| Crown Wealth Group, LLC | 4,027 | $414.6K | 0.31% | −75−1.8% | Reduced |
| Affinity Capital Advisors, LLC | 4,030 | $414.9K | 0.11% | −88−2.1% | Reduced |
| Tradition Wealth Management, LLC | 4,041 | $416.0K | 0.05% | +596+17.3% | Added |
| Arthur M. Cohen & Associates, LLC | 4,045 | $416.4K | 0.11% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 4,045 | $416.4K | 0.18% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,059 | $417.9K | 0.09% | −432−9.6% | Reduced |
| American Trust | 4,059 | $417.9K | 0.03% | −4,614−53.2% | Reduced |
| Power Corp of Canada | 4,072 | $419.2K | 0.03% | −4,072−50.0% | Reduced |
| Concentric Capital Strategies, LP | 4,072 | $419.2K | 0.05% | +4,072 | New |
| MBE Wealth Management, LLC | 4,074 | $419.4K | 0.24% | −72−1.7% | Reduced |
| Executive Wealth Management, LLC | 4,079 | $420.0K | 0.04% | −377−8.5% | Reduced |
| Capital Investment Counsel, Inc | 4,081 | $420.1K | 0.08% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 4,088 | $420.9K | 0.35% | +24+0.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,090 | $421.1K | 0.33% | −19−0.5% | Reduced |
| Planned Solutions, Inc. | 4,097 | $421.8K | 0.25% | +33+0.8% | Added |
| N.E.W. Advisory Services LLC | 4,104 | $422.4K | 0.06% | −387−8.6% | Reduced |
| Aire Advisors, LLC | 4,113 | $423.4K | 0.11% | +20+0.5% | Added |
| Tarbox Family Office, Inc. | 4,114 | $423.5K | 0.09% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,119 | $424.1K | 0.36% | −25−0.6% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 4,133 | $425.5K | 0.23% | −5,490−57.1% | Reduced |
| Merriman Wealth Management, LLC | 4,105 | $425.7K | 0.02% | −75−1.8% | Reduced |
| Norwood Financial Corp | 4,159 | $428.2K | 0.69% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 4,160 | $428.3K | 0.40% | +508+13.9% | Added |
| Regatta Capital Group, LLC | 4,165 | $428.8K | 0.14% | +82+2.0% | Added |
| Firestone Capital Management | 4,166 | $428.9K | 0.15% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 4,166 | $428.9K | 0.49% | +351+9.2% | Added |
| Clearview Wealth Advisors LLC | 4,178 | $430.2K | 0.53% | −236−5.3% | Reduced |
| Tilson Financial Group, Inc. | 4,189 | $431.0K | 0.34% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 4,192 | $431.6K | 0.27% | +2,218+112.4% | Added |
| Aberdeen Wealth Management LLC | 4,195 | $431.9K | 0.33% | +4+0.1% | Added |
| Hussman Strategic Advisors, Inc. | 4,200 | $432.4K | 0.08% | −2,000−32.3% | Reduced |
| CWS Financial Advisors, LLC | 4,213 | $433.7K | 0.17% | −401−8.7% | Reduced |
| Grey Fox Wealth Advisors, LLC | 4,190 | $434.4K | 0.22% | −142−3.3% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,225 | $435.0K | 0.09% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,226 | $435.0K | 0.23% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 4,229 | $435.4K | 0.35% | −49−1.1% | Reduced |
| Hollow Brook Wealth Management LLC | 4,214 | $436.9K | 0.18% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 4,244 | $436.9K | 0.24% | +22+0.5% | Added |
| Palogic Value Management, L.P. | 4,250 | $437.5K | 0.22% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 4,254 | $437.9K | 0.36% | −14,807−77.7% | Reduced |
| Banco BTG Pactual S.A. | 4,265 | $439.1K | 0.18% | +4,265 | New |
| Howard Wealth Management, LLC | 4,273 | $439.9K | 0.41% | −18−0.4% | Reduced |
| Pennsylvania Capital Management Inc | 4,287 | $441.3K | 0.18% | +34+0.8% | Added |
| Liberty Capital Management, Inc. | 4,291 | $441.8K | 0.13% | −192−4.3% | Reduced |
| Baker Boyer National Bank | 4,316 | $444.3K | 0.18% | +2,165+100.7% | Added |
| Ssi Investment Management LLC | 4,316 | $444.3K | 0.04% | −40−0.9% | Reduced |
| Perritt Capital Management Inc | 4,321 | $444.8K | 0.26% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 4,324 | $445.2K | 0.24% | +122+2.9% | Added |
| Intrinsic Value Partners, LLC | 4,327 | $445.5K | 0.57% | −20−0.5% | Reduced |
| Invenio Wealth Partners LLC | 4,330 | $445.8K | 0.41% | +372+9.4% | Added |
| Greatmark Investment Partners, Inc. | 4,338 | $446.6K | 0.08% | +300+7.4% | Added |
| Riverstone Advisors, LLC | 4,339 | $446.7K | 0.31% | 00.0% | Unchanged |
| Cedrus LLC | 4,339 | $446.7K | 0.32% | +313+7.8% | Added |
| Capital Market Strategies LLC | 4,393 | $447.2K | 0.45% | −22−0.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 4,346 | $447.4K | 0.12% | +64+1.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,383 | $451.3K | 0.06% | +495+12.7% | Added |
| Park Edge Advisors, LLC | 4,404 | $453.4K | 0.16% | −87−1.9% | Reduced |
| Boyar Asset Management Inc. | 4,407 | $453.7K | 0.36% | −5−0.1% | Reduced |
| Keystone Wealth Services, LLC | 4,409 | $453.9K | 0.17% | +63+1.4% | Added |
| GPS Wealth Strategies Group, LLC | 4,411 | $454.1K | 0.09% | −606−12.1% | Reduced |
| Algert Global LLC | 4,411 | $454.1K | 0.02% | +4,411 | New |
| Rogco, LP | 4,412 | $454.2K | 0.22% | +4,412 | New |
| Seven Mile Advisory | 4,416 | $454.6K | 0.48% | −171−3.7% | Reduced |
| UMA Financial Services, Inc. | 4,357 | $455.3K | 0.12% | +17+0.4% | Added |
| TFB Advisors LLC | 4,425 | $455.5K | 0.55% | −707−13.8% | Reduced |
| Somerset Trust Co | 4,426 | $455.7K | 0.21% | −293−6.2% | Reduced |
| 360 Financial, Inc. | 4,446 | $456.0K | 0.29% | +10.0% | Added |
| Moss Adams Wealth Advisors LLC | 4,416 | $457.9K | 0.16% | +50+1.1% | Added |
| Consolidated Portfolio Review Corp | 4,451 | $458.2K | 0.11% | +154+3.6% | Added |
| SOL Capital Management CO | 4,467 | $460.0K | 0.07% | +715+19.1% | Added |
| Morris Financial Concepts, Inc. | 4,477 | $460.9K | 0.31% | −121−2.6% | Reduced |
| Guild Investment Management, Inc. | 4,448 | $461.2K | 0.77% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 4,456 | $461.7K | 0.03% | −32−0.7% | Reduced |
| Ambassador Advisors, LLC | 4,513 | $462.5K | 0.11% | +132+3.0% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,512 | $464.0K | 0.25% | −125,012−96.5% | Reduced |
| Financial Strategies Group, Inc. | 4,473 | $466.0K | 0.15% | −25−0.6% | Reduced |