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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 5,330 | $548.8K | 0.32% | −1,240−18.9% | Reduced |
| KRS Capital Management, LLC | 5,360 | $551.9K | 0.59% | +37+0.7% | Added |
| Latitude Advisors, LLC | 5,413 | $557.3K | 0.40% | −60−1.1% | Reduced |
| Hollencrest Capital Management | 5,424 | $558.4K | 0.06% | +10.0% | Added |
| Tempus Wealth Planning, LLC | 5,426 | $558.6K | 0.28% | −3,946−42.1% | Reduced |
| Luts & Greenleigh Group, Inc | 5,432 | $559.3K | 0.69% | −194−3.4% | Reduced |
| Defined Wealth Management, LLC | 5,434 | $559.4K | 0.48% | +74+1.4% | Added |
| Bath Savings Trust Co | 5,441 | $560.2K | 0.07% | −50−0.9% | Reduced |
| Fca Corp | 5,449 | $561.0K | 0.21% | −272−4.8% | Reduced |
| Roberts Glore & Co Inc | 5,461 | $562.2K | 0.19% | −85−1.5% | Reduced |
| KLR Investment Advisors, LLC | 5,256 | $563.0K | 0.51% | −452−7.9% | Reduced |
| Keating Investment Counselors Inc | 5,495 | $565.7K | 0.19% | +1,000+22.2% | Added |
| Meridian Financial Partners LLC | 5,639 | $566.0K | 0.58% | −1,125−16.6% | Reduced |
| Milestone Investment Advisors LLC | 5,499 | $566.2K | 0.16% | +5,499 | New |
| Waycross Partners, LLC | 5,500 | $566.2K | 0.13% | 00.0% | Unchanged |
| Henshaw Capital LLC | 5,500 | $566.2K | 0.03% | 00.0% | Unchanged |
| TFG Advisers LLC | 5,507 | $566.9K | 0.27% | +1,070+24.1% | Added |
| KG&L Capital Management,LLC | 5,496 | $567.1K | 0.27% | −366−6.2% | Reduced |
| JJJ Advisors Inc. | 5,510 | $568.2K | 0.15% | +1,239+29.0% | Added |
| Davidson Trust Co | 5,520 | $568.3K | 0.42% | +116+2.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 5,528 | $569.1K | 0.13% | −148−2.6% | Reduced |
| Ironwood Financial, llc | 5,529 | $569.2K | 0.15% | +298+5.7% | Added |
| Capital City Trust Co | 5,530 | $569.3K | 0.19% | −282−4.9% | Reduced |
| First Affirmative Financial Network | 5,542 | $570.6K | 0.56% | +342+6.6% | Added |
| Burt Wealth Advisors | 5,551 | $571.5K | 0.18% | 00.0% | Unchanged |
| Alpha Family Trust | 5,555 | $571.9K | 0.44% | −1,115−16.7% | Reduced |
| Wambolt & Associates, LLC | 5,592 | $573.5K | 0.21% | +720+14.8% | Added |
| St. Clair Advisors, LLC | 5,586 | $575.1K | 0.23% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5,599 | $576.4K | 0.29% | +438+8.5% | Added |
| Beta Wealth Group, Inc. | 5,601 | $576.7K | 0.34% | +201+3.7% | Added |
| Cortland Associates Inc | 5,618 | $578.0K | 0.09% | −65−1.1% | Reduced |
| Garde Capital, Inc. | 5,617 | $578.0K | 0.05% | +60+1.1% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 5,622 | $578.8K | 0.75% | −1,040−15.6% | Reduced |
| Joule Financial, LLC | 5,628 | $579.4K | 0.30% | −2,500−30.8% | Reduced |
| Advisors Preferred, LLC | 5,657 | $580.1K | 0.19% | +5,657 | New |
| Osterweis Capital Management Inc | 5,647 | $581.4K | 0.04% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 5,650 | $581.7K | 0.38% | −1,000−15.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,661 | $582.8K | 0.15% | +7+0.1% | Added |
| Bulltick Wealth Management, LLC | 5,626 | $583.3K | 0.15% | −1,017−15.3% | Reduced |
| Peoples Bank | 5,666 | $583.3K | 0.50% | +5,666 | New |
| Bourne Lent Asset Management Inc | 5,667 | $583.4K | 0.26% | −300−5.0% | Reduced |
| FWL Investment Management, LLC | 5,679 | $584.7K | 0.39% | −2,479−30.4% | Reduced |
| Alethea Capital Management, LLC | 5,703 | $587.1K | 0.72% | −2,609−31.4% | Reduced |
| Kingfisher Capital LLC | 5,711 | $588.0K | 0.16% | +3+0.1% | Added |
| Ethos Financial Group, LLC | 5,674 | $588.3K | 0.15% | +1,746+44.5% | Added |
| Sound Income Strategies, LLC | 5,726 | $589.4K | 0.05% | +9+0.2% | Added |
| Ategra Capital Management, LLC | 5,732 | $590.1K | 0.32% | −682−10.6% | Reduced |
| TSFG, LLC | 5,751 | $592.0K | 0.21% | +101+1.8% | Added |
| Campion Asset Management LLC | 5,762 | $593.2K | 0.55% | 00.0% | Unchanged |
| Strategic Wealth Designers | 5,766 | $593.6K | 0.11% | −176−3.0% | Reduced |
| TRUE Private Wealth Advisors | 5,769 | $593.9K | 0.08% | +133+2.4% | Added |
| Veracity Capital LLC | 5,789 | $595.9K | 0.28% | −10,350−64.1% | Reduced |
| Addison Capital Co | 5,796 | $596.0K | 0.46% | +296+5.4% | Added |
| UBS Oconnor LLC | 5,790 | $596.1K | 0.01% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 5,793 | $596.4K | 0.11% | −371−6.0% | Reduced |
| Tranquility Partners, LLC | 5,794 | $596.5K | 0.26% | +308+5.6% | Added |
| Taylor Hoffman Wealth Management | 5,816 | $598.8K | 0.31% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 5,866 | $599.0K | 0.12% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 5,826 | $599.8K | 0.27% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 5,828 | $599.9K | 0.61% | −320−5.2% | Reduced |
| Collective Family Office LLC | 5,839 | $601.1K | 0.23% | −561−8.8% | Reduced |
| Westmount Partners, LLC | 5,842 | $601.5K | 0.26% | −13−0.2% | Reduced |
| Union Savings Bank | 5,851 | $602.3K | 0.38% | +436+8.1% | Added |
| Legacy Trust | 5,855 | $602.8K | 0.18% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 5,862 | $603.4K | 0.20% | −27−0.5% | Reduced |
| Verus Capital Partners, LLC | 5,866 | $603.9K | 0.08% | +1,228+26.5% | Added |
| Financial Security Advisor, Inc. | 5,832 | $604.7K | 0.28% | +5,832 | New |
| MEMBERS Trust Co | 5,806 | $605.6K | 0.02% | −244−4.0% | Reduced |
| Vista Wealth Management Group, LLC | 5,888 | $606.2K | 0.06% | +2,639+81.2% | Added |
| Acima Private Wealth, LLC | 5,893 | $606.7K | 0.27% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 5,898 | $607.0K | 0.13% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,904 | $607.8K | 0.17% | +230+4.1% | Added |
| Sara-Bay Financial | 5,915 | $608.9K | 0.31% | +1,013+20.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 5,915 | $609.0K | 0.41% | −6−0.1% | Reduced |
| MBM Wealth Consultants, LLC | 5,863 | $609.8K | 0.27% | +144+2.5% | Added |
| Apella Capital, LLC | 5,931 | $610.6K | 0.04% | +256+4.5% | Added |
| Inceptionr LLC | 5,937 | $611.2K | 0.35% | +5,937 | New |
| Key Client Fiduciary Advisors, LLC | 5,957 | $613.2K | 0.38% | +218+3.8% | Added |
| Boltwood Capital Management | 5,958 | $613.4K | 0.23% | −125−2.1% | Reduced |
| Cohen Capital Management, Inc. | 5,967 | $614.3K | 0.13% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,968 | $614.5K | 0.23% | +445+8.1% | Added |
| Cedar Brook Financial Partners, LLC | 5,979 | $615.5K | 0.16% | −640−9.7% | Reduced |
| S.A. Mason LLC | 5,993 | $617.0K | 0.44% | −21−0.3% | Reduced |
| Greenwich Wealth Management LLC | 5,990 | $617.0K | 0.07% | −1,478−19.8% | Reduced |
| Game Creek Capital, LP | 6,000 | $617.7K | 0.41% | −625−9.4% | Reduced |
| Advus Financial Partners, LLC | 6,003 | $618.0K | 0.24% | −782−11.5% | Reduced |
| Commonwealth Financial Services, LLC | 6,017 | $619.5K | 0.18% | +6,017 | New |
| Michael B. Yongue | 6,020 | $619.8K | 0.60% | −400−6.2% | Reduced |
| Westhampton Capital, LLC | 6,056 | $623.5K | 0.40% | +6,056 | New |
| Human Investing LLC | 6,057 | $623.6K | 0.15% | −5,390−47.1% | Reduced |
| Pinnacle Bancorp, Inc. | 6,069 | $624.8K | 0.22% | +380+6.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 6,094 | $627.3K | 0.10% | +283+4.9% | Added |
| Diversified, LLC | 6,107 | $628.7K | 0.16% | +365+6.4% | Added |
| Morningstar Investment Services LLC | 6,043 | $630.0K | 0.01% | +1,885+45.3% | Added |
| Broderick Brian C | 6,125 | $630.6K | 0.17% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,159 | $634.0K | 0.13% | −16−0.3% | Reduced |
| Bedel Financial Consulting Inc | 6,159 | $634.0K | 0.13% | +6,159 | New |
| Laurel Wealth Advisors LLC | 6,163 | $634.4K | 0.14% | −22−0.4% | Reduced |
| CSS LLC | 6,188 | $637.1K | 0.05% | +2,188+54.7% | Added |
| Investment Advisory Services Inc | 6,188 | $637.1K | 0.27% | −180−2.8% | Reduced |