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
- 3,221
- +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
- 1,409 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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 287,654 | $29.6M | 0.23% | −752−0.3% | Reduced |
| Zimmer Partners, LP | 285,900 | $29.4M | 0.78% | +285,900 | New |
| Los Angeles Capital Management LLC | 284,156 | $29.3M | 0.12% | −223,038−44.0% | Reduced |
| Pictet & Cie (Europe) SA | 283,457 | $29.2M | 1.02% | +2,207+0.8% | Added |
| Azimuth Capital Investment Management LLC | 281,071 | $28.9M | 1.43% | +51,160+22.3% | Added |
| Campbell Newman Asset Management Inc | 280,932 | $28.9M | 2.74% | +970+0.3% | Added |
| Beacon Pointe Advisors, LLC | 279,668 | $28.8M | 0.36% | +75,484+37.0% | Added |
| Ardevora Asset Management LLP | 276,406 | $28.5M | 1.40% | −193,335−41.2% | Reduced |
| Heritage Investors Management Corp | 274,584 | $28.3M | 1.18% | −1,013−0.4% | Reduced |
| Northwest & Ethical Investments L.P. | 274,289 | $28.2M | 0.95% | −2,258−0.8% | Reduced |
| Chartwell Investment Partners, LLC | 273,932 | $28.2M | 1.09% | +8,837+3.3% | Added |
| Artemis Investment Management LLP | 272,366 | $28.0M | 0.39% | −302,382−52.6% | Reduced |
| Ingalls & Snyder LLC | 271,579 | $28.0M | 1.35% | −916−0.3% | Reduced |
| Deprince Race & Zollo Inc | 269,294 | $27.7M | 0.67% | +8,041+3.1% | Added |
| Letko, Brosseau & Associates Inc | 269,209 | $27.7M | 0.54% | −3,090−1.1% | Reduced |
| Prudential PLC | 268,238 | $27.6M | 0.32% | −79,301−22.8% | Reduced |
| Rafferty Asset Management, LLC | 268,161 | $27.6M | 0.16% | +19,769+8.0% | Added |
| Brown Brothers Harriman & Co | 263,748 | $27.2M | 0.24% | −6,158−2.3% | Reduced |
| Umb Bank N A | 259,894 | $26.8M | 0.43% | +52,633+25.4% | Added |
| Thompson Siegel & Walmsley LLC | 259,850 | $26.8M | 0.44% | +541+0.2% | Added |
| Point72 Asset Management, L.P. | 258,352 | $26.6M | 0.09% | −402,742−60.9% | Reduced |
| Scotia Capital Inc. | 254,486 | $26.2M | 0.19% | −97,266−27.7% | Reduced |
| Longbow Finance SA | 253,329 | $26.1M | 3.14% | −676−0.3% | Reduced |
| Point72 Middle East FZE | 252,674 | $26.0M | 1.57% | +252,674 | New |
| Senator Investment Group LP | 250,000 | $25.7M | 1.45% | −155,000−38.3% | Reduced |
| GW&K Investment Management, LLC | 249,645 | $25.7M | 0.26% | +248,584+23,429.2% | Added |
| Alberta Investment Management Corp | 249,572 | $25.7M | 0.28% | −273,182−52.3% | Reduced |
| Wealthfront Advisers LLC | 249,305 | $25.7M | 0.11% | −43,766−14.9% | Reduced |
| South Dakota Investment Council | 248,238 | $25.6M | 0.58% | −20,408−7.6% | Reduced |
| Atria Investments LLC | 245,567 | $25.3M | 0.45% | +8,804+3.7% | Added |
| Nicholas Investment Partners, LP | 244,934 | $25.2M | 1.88% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 242,946 | $25.0M | 0.51% | +4,968+2.1% | Added |
| Alpha Cubed Investments, LLC | 242,262 | $24.9M | 1.68% | −12,758−5.0% | Reduced |
| Gulf International Bank (UK) Ltd | 240,890 | $24.8M | 0.70% | −26,488−9.9% | Reduced |
| Salem Investment Counselors Inc | 239,242 | $24.8M | 0.94% | +1,790+0.8% | Added |
| Kestra Advisory Services, LLC | 239,512 | $24.7M | 0.24% | −1,877−0.8% | Reduced |
| TD Waterhouse Canada Inc. | 204,650 | $24.6M | 0.26% | +7,904+4.0% | Added |
| Roffman Miller Associates Inc | 238,985 | $24.6M | 1.95% | +6,273+2.7% | Added |
| Cambridge Trust Co | 235,985 | $24.3M | 1.12% | +3,516+1.5% | Added |
| Williams Jones Wealth Management, LLC. | 235,553 | $24.3M | 0.37% | −344−0.1% | Reduced |
| Willis Investment Counsel | 231,745 | $23.9M | 1.81% | +1000.0% | Added |
| Cetera Investment Advisers | 231,209 | $23.8M | 0.21% | −37,146−13.8% | Reduced |
| British Columbia Investment Management Corp | 230,907 | $23.8M | 0.23% | +1,614+0.7% | Added |
| Stack Financial Management, Inc | 230,242 | $23.7M | 2.76% | +1,213+0.5% | Added |
| CapWealth Advisors, LLC | 227,900 | $23.5M | 3.01% | +1,037+0.5% | Added |
| WSFS Capital Management, LLC | 227,364 | $23.4M | 1.53% | +55,460+32.3% | Added |
| Ethic Inc. | 224,976 | $23.2M | 0.81% | +17,366+8.4% | Added |
| Whittier Trust Co of Nevada Inc | 224,977 | $23.2M | 0.82% | +771+0.3% | Added |
| First National Trust Co | 222,995 | $23.0M | 1.10% | −26,380−10.6% | Reduced |
| Bruce & Co., Inc. | 220,700 | $22.7M | 7.74% | −79,672−26.5% | Reduced |
| Braun Stacey Associates Inc | 220,618 | $22.7M | 1.11% | −6,392−2.8% | Reduced |
| Destination Wealth Management | 218,220 | $22.5M | 0.87% | −2,290−1.0% | Reduced |
| First Manhattan Co | 216,955 | $22.3M | 0.08% | −5,219−2.3% | Reduced |
| Wade G W & Inc | 215,367 | $22.2M | 0.82% | +3,445+1.6% | Added |
| Oppenheimer & Co Inc | 213,488 | $22.0M | 0.45% | −52,377−19.7% | Reduced |
| Bartlett & Co. LLC | 211,278 | $21.9M | 0.39% | −9,720−4.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 211,278 | $21.9M | 0.39% | −9,720−4.4% | Reduced |
| Elo Mutual Pension Insurance Co | 212,373 | $21.9M | 0.67% | +3,540+1.7% | Added |
| Black Creek Investment Management Inc. | 212,300 | $21.9M | 0.80% | +29,600+16.2% | Added |
| Eastern Bank | 210,993 | $21.7M | 1.08% | −1,179−0.6% | Reduced |
| Man Group plc | – | $21.7M | 0.07% | – | – |
| Van Hulzen Asset Management, LLC | 209,888 | $21.6M | 1.66% | +16,300+8.4% | Added |
| JustInvest LLC | 208,768 | $21.5M | 0.64% | +10,523+5.3% | Added |
| Blackhill Capital Inc | 208,500 | $21.5M | 2.07% | −14,000−6.3% | Reduced |
| Dana Investment Advisors, Inc. | 208,429 | $21.5M | 1.10% | +36,585+21.3% | Added |
| Walleye Capital LLC | 205,742 | $21.2M | 0.31% | +200,106+3,550.5% | Added |
| Smith, Salley & Associates | 204,495 | $21.1M | 1.56% | +12,572+6.6% | Added |
| Genus Capital Management Inc. | 204,434 | $21.0M | 3.31% | +37,834+22.7% | Added |
| Kestra Private Wealth Services, LLC | 203,044 | $20.9M | 0.66% | +35,736+21.4% | Added |
| Boothbay Fund Management, LLC | 202,642 | $20.9M | 0.73% | +83,119+69.5% | Added |
| Kentucky Retirement Systems | 201,866 | $20.8M | 0.72% | −2,150−1.1% | Reduced |
| SG Americas Securities, LLC | 200,702 | $20.7M | 0.28% | +127,396+173.8% | Added |
| Central Securities Corp | 200,000 | $20.6M | 2.51% | 00.0% | Unchanged |
| Foundation Resource Management Inc | 199,823 | $20.6M | 3.41% | −3,645−1.8% | Reduced |
| Element Capital Management LLC | 199,745 | $20.6M | 1.82% | −118,958−37.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 198,856 | $20.5M | 0.21% | −2,754−1.4% | Reduced |
| Atria Wealth Solutions, Inc. | 197,049 | $20.4M | 0.29% | −7,599−3.7% | Reduced |
| Hantz Financial Services, Inc. | 196,879 | $20.3M | 0.51% | −5,750−2.8% | Reduced |
| TCTC Holdings, LLC | 196,580 | $20.2M | 0.78% | +209+0.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 196,000 | $20.2M | 0.09% | −400,000−67.1% | Reduced |
| Maryland State Retirement & Pension System | 195,654 | $20.1M | 0.46% | +1,497+0.8% | Added |
| Richard C. Young & CO., LTD. | 194,070 | $20.0M | 2.84% | −313−0.2% | Reduced |
| Citizens Financial Group Inc | 193,212 | $19.9M | 0.81% | −9,607−4.7% | Reduced |
| First Horizon Advisors, Inc. | 192,695 | $19.8M | 0.72% | −3,430−1.7% | Reduced |
| Godsey & Gibb Associates | 191,333 | $19.7M | 2.42% | −2,406−1.2% | Reduced |
| Rhenman & Partners Asset Management AB | 190,000 | $19.6M | 2.11% | 00.0% | Unchanged |
| Avalon Trust Co | 188,930 | $19.5M | 1.93% | +1,000+0.5% | Added |
| Neville Rodie & Shaw Inc | 187,968 | $19.4M | 1.73% | −380−0.2% | Reduced |
| EP Wealth Advisors, LLC | 187,888 | $19.3M | 0.30% | +167,206+808.5% | Added |
| Brinker Capital Investments, LLC | 187,751 | $19.3M | 0.23% | −74,092−28.3% | Reduced |
| Orion Portfolio Solutions, LLC | 187,751 | $19.3M | 0.23% | −74,092−28.3% | Reduced |
| Stillwater Capital Advisors, LLC | 186,758 | $19.2M | 3.50% | −168−0.1% | Reduced |
| Baldwin Brothers Inc | 186,264 | $19.2M | 1.65% | −3,863−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 184,599 | $19.1M | 0.43% | −23,249−11.2% | Reduced |
| Hyman Charles D | 182,885 | $18.8M | 1.22% | +420+0.2% | Added |
| Annex Advisory Services, LLC | 182,639 | $18.8M | 1.14% | +31,789+21.1% | Added |
| Securian Asset Management, Inc | 182,097 | $18.7M | 0.56% | −30,911−14.5% | Reduced |
| Alaska Permanent Fund Corp | 181,574 | $18.7M | 0.35% | +3,070+1.7% | Added |
| General American Investors Co Inc | 179,326 | $18.5M | 1.65% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 179,148 | $18.4M | 0.99% | +62,621+53.7% | Added |