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 |
|---|---|---|---|---|---|
| West Bancorporation Inc | 4,527 | $466.1K | 0.33% | −5,699−55.7% | Reduced |
| Michael S. Ryan, Inc. | 4,553 | $467.6K | 0.45% | +179+4.1% | Added |
| X-Square Capital, LLC | 4,069 | $469.0K | 0.32% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4,572 | $471.0K | 0.07% | −41−0.9% | Reduced |
| Sax Wealth Advisors, LLC | 4,579 | $471.4K | 0.09% | +545+13.5% | Added |
| Family Management Corp | 4,612 | $474.8K | 0.11% | −778−14.4% | Reduced |
| McDaniel Terry & Co | 4,624 | $476.0K | 0.05% | −313−6.3% | Reduced |
| Archetype Wealth Partners | 4,625 | $476.0K | 0.10% | +95+2.1% | Added |
| Private Portfolio Partners LLC | 4,645 | $478.2K | 0.12% | −20−0.4% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 4,652 | $479.0K | 0.07% | +105+2.3% | Added |
| Fairview Capital Investment Management, LLC | 4,653 | $479.0K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4,664 | $480.2K | 0.24% | −1,350−22.4% | Reduced |
| Lumbard & Kellner, LLC | 4,671 | $480.9K | 0.32% | −731−13.5% | Reduced |
| Mayfair Advisory Group, LLC | 4,644 | $481.2K | 0.46% | +550+13.4% | Added |
| Coerente Capital Management | 4,681 | $481.9K | 0.11% | 00.0% | Unchanged |
| STAR Financial Bank | 4,682 | $482.0K | 0.49% | −312−6.2% | Reduced |
| South Street Advisors LLC | 4,687 | $482.5K | 0.10% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 4,689 | $482.7K | 0.35% | +303+6.9% | Added |
| Hurlow Wealth Management Group, Inc. | 4,690 | $482.8K | 0.21% | +298+6.8% | Added |
| Rain Capital Management, LLC | 4,700 | $483.9K | 0.47% | +36+0.8% | Added |
| United Bank | 4,703 | $484.2K | 0.06% | −21−0.4% | Reduced |
| Creative Financial Designs Inc | 4,719 | $485.8K | 0.06% | +252+5.6% | Added |
| Parisi Gray Wealth Management | 4,721 | $486.0K | 0.22% | −16−0.3% | Reduced |
| Element Wealth, LLC | 4,740 | $488.0K | 0.35% | −43−0.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 4,745 | $488.5K | 0.03% | +869+22.4% | Added |
| Accel Wealth Management | 4,747 | $488.7K | 0.27% | −159−3.2% | Reduced |
| Bessemer Securities LLC | 4,763 | $490.0K | 0.68% | −6,300−56.9% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 4,762 | $490.2K | 0.20% | +20.0% | Added |
| Neumann Capital Management, LLC | 4,765 | $490.6K | 0.21% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 4,765 | $490.6K | 0.34% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 4,765 | $490.6K | 0.05% | −201−4.0% | Reduced |
| First National Bank | 4,767 | $490.8K | 0.43% | −3−0.1% | Reduced |
| E Fund Management Co., Ltd. | 4,772 | $491.0K | 0.04% | −312−6.1% | Reduced |
| Sawgrass Asset Management LLC | 4,778 | $491.9K | 0.06% | +1,850+63.2% | Added |
| Wealth Quarterback LLC | 4,780 | $492.1K | 0.43% | +83+1.8% | Added |
| Meridian Investment Counsel Inc. | 4,797 | $493.9K | 0.19% | 00.0% | Unchanged |
| Wrapmanager Inc | 4,803 | $494.5K | 0.16% | +660+15.9% | Added |
| Liberty Wealth Management LLC | 4,813 | $495.0K | 0.12% | +53+1.1% | Added |
| Cutler Group LP | 4,817 | $495.0K | 0.08% | +2,665+123.8% | Added |
| Silver Oak Securities, Inc | 4,808 | $495.0K | 0.11% | +714+17.4% | Added |
| Objective Capital Management, LLC | 4,810 | $495.2K | 0.44% | −124−2.5% | Reduced |
| Pointe Capital Management LLC | 4,813 | $495.5K | 0.39% | +17+0.4% | Added |
| RKL Wealth Management LLC | 4,816 | $495.8K | 0.06% | −149−3.0% | Reduced |
| Annandale Capital, LLC | 4,821 | $496.0K | 0.15% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,825 | $496.8K | 0.30% | +4+0.1% | Added |
| Paragon Capital Management Ltd | 4,830 | $497.3K | 0.11% | +6+0.1% | Added |
| Cora Capital Advisors LLC | 4,831 | $497.4K | 0.33% | +92+1.9% | Added |
| First Citizens Financial Corp | 4,840 | $498.3K | 0.35% | −125−2.5% | Reduced |
| Lane & Associates LLC | 4,852 | $499.5K | 0.40% | +179+3.8% | Added |
| Stevens Capital Management LP | 4,861 | $500.0K | 0.14% | +4,861 | New |
| Addison Advisors LLC | 4,868 | $501.2K | 0.23% | −8−0.2% | Reduced |
| Coppell Advisory Solutions LLC | 4,521 | $501.6K | 0.18% | +3,757+491.8% | Added |
| HGK Asset Management Inc | 4,875 | $502.0K | 0.16% | +4,875 | New |
| Armbruster Capital Management, Inc. | 4,907 | $505.2K | 0.13% | −200−3.9% | Reduced |
| Flynn Zito Capital Management, LLC | 4,910 | $505.5K | 0.35% | +10+0.2% | Added |
| Revolve Wealth Partners, LLC | 4,913 | $505.8K | 0.12% | +1,200+32.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,930 | $507.6K | 0.03% | −3,628−42.4% | Reduced |
| JGP Wealth Management, LLC | 4,935 | $508.0K | 0.09% | −12−0.2% | Reduced |
| Teamwork Financial Advisors, LLC | 4,936 | $508.2K | 0.08% | −8,793−64.0% | Reduced |
| First United Bank Trust | 4,940 | $508.6K | 0.24% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 4,949 | $509.5K | 0.34% | +563+12.8% | Added |
| SRS Capital Advisors, Inc. | 4,956 | $510.3K | 0.06% | −113−2.2% | Reduced |
| Johnson Bixby & Associates, LLC | 4,967 | $511.4K | 0.11% | −312−5.9% | Reduced |
| Atticus Wealth Management, LLC | 4,972 | $511.8K | 0.20% | −28−0.6% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 4,938 | $512.0K | 0.34% | 00.0% | Unchanged |
| Close Asset Management Ltd | 4,980 | $513.0K | 0.03% | +150+3.1% | Added |
| Lester Murray Antman dba SimplyRich | 5,021 | $516.0K | 0.25% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 5,017 | $516.5K | 0.07% | +11+0.2% | Added |
| Presilium Private Wealth, LLC | 5,018 | $516.6K | 0.16% | −1,008−16.7% | Reduced |
| Private Capital Management LLC | 5,021 | $517.0K | 0.15% | +841+20.1% | Added |
| Acorn Wealth Advisors, LLC | 5,029 | $517.7K | 0.34% | +86+1.7% | Added |
| Barr E S & Co | 5,049 | $519.8K | 0.04% | −113−2.2% | Reduced |
| Sandy Cove Advisors, LLC | 5,070 | $521.9K | 0.30% | −82−1.6% | Reduced |
| Baystate Wealth Management LLC | 5,072 | $522.2K | 0.04% | −10.0% | Reduced |
| Peachtree Investment Partners, LLC | 5,075 | $522.4K | 0.27% | −1,678−24.8% | Reduced |
| BOS Asset Management, LLC | 5,082 | $523.2K | 0.38% | +57+1.1% | Added |
| Terry L. Blaker | 5,084 | $523.4K | 0.05% | −6−0.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 5,092 | $524.2K | 0.14% | +283+5.9% | Added |
| O'Brien Greene & Co. Inc | 5,095 | $524.5K | 0.19% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 5,100 | $525.0K | 0.56% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 5,112 | $526.3K | 0.26% | −656−11.4% | Reduced |
| MKT Advisors LLC | 5,133 | $526.4K | 0.40% | −54−1.0% | Reduced |
| Fortem Financial Group, LLC | 5,162 | $531.4K | 0.31% | −1,256−19.6% | Reduced |
| Private Ocean, LLC | 5,173 | $532.6K | 0.07% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 5,180 | $533.3K | 0.19% | −890−14.7% | Reduced |
| Wayfinding Financial, LLC | 5,178 | $534.0K | 0.40% | −239−4.4% | Reduced |
| Holistic Financial Partners | 5,187 | $534.0K | 0.35% | +198+4.0% | Added |
| Provence Wealth Management Group | 5,193 | $534.6K | 0.33% | −1,334−20.4% | Reduced |
| Viawealth, LLC | 5,231 | $538.5K | 0.40% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 5,241 | $539.6K | 0.08% | −425−7.5% | Reduced |
| Cornerstone Capital, Inc. | 5,243 | $539.8K | 0.07% | −270−4.9% | Reduced |
| Evanson Asset Management, LLC | 5,246 | $540.0K | 0.05% | +413+8.5% | Added |
| Fortis Group Advisors, LLC | 5,091 | $541.5K | 0.17% | +30+0.6% | Added |
| Unionview, LLC | 5,263 | $541.8K | 0.51% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 5,280 | $543.6K | 0.50% | +5,280 | New |
| Cohen Investment Advisors LLC | 5,300 | $545.6K | 0.44% | −472−8.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,311 | $546.7K | 0.38% | +389+7.9% | Added |
| Regal Wealth Group, Inc. | 5,321 | $547.8K | 0.37% | +10.0% | Added |
| Hummer Financial Advisory Services Inc | 5,289 | $548.4K | 0.56% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 5,329 | $548.6K | 0.09% | +305+6.1% | Added |