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 |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 177,747 | $18.3M | 1.25% | −2,337−1.3% | Reduced |
| Argent Trust Co | 177,193 | $18.2M | 1.00% | +3,813+2.2% | Added |
| Bollard Group LLC | 177,170 | $18.2M | 0.67% | +1,027+0.6% | Added |
| Stratos Wealth Partners, LTD. | 175,716 | $18.1M | 0.39% | +3,086+1.8% | Added |
| Circle Wealth Management, LLC | 175,281 | $18.0M | 0.45% | +79,260+82.5% | Added |
| Vident Advisory, LLC | 175,185 | $18.0M | 0.56% | +175,185 | New |
| Tokio Marine Asset Management Co Ltd | 175,149 | $18.0M | 1.14% | −2,759−1.6% | Reduced |
| Hartford Investment Management Co | 174,440 | $18.0M | 0.72% | −5,033−2.8% | Reduced |
| McGowan Group Asset Management, Inc. | 173,825 | $17.9M | 2.83% | −614−0.4% | Reduced |
| Norris Perne & French LLP | 173,716 | $17.9M | 1.56% | +1,848+1.1% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 172,900 | $17.8M | 0.96% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 172,244 | $17.7M | 0.36% | +3,413+2.0% | Added |
| Jones Financial Companies LLLP | 171,226 | $17.6M | 0.03% | −1,724−1.0% | Reduced |
| Wilkins Investment Counsel Inc | 170,652 | $17.6M | 4.75% | −3,820−2.2% | Reduced |
| Pacer Advisors, Inc. | 170,264 | $17.5M | 0.07% | +4,734+2.9% | Added |
| Montag A & Associates Inc | 168,785 | $17.5M | 1.10% | −14,268−7.8% | Reduced |
| Associated Banc-Corp | 168,832 | $17.4M | 0.67% | +1,145+0.7% | Added |
| NorthCrest Asset Manangement, LLC | 168,145 | $17.3M | 0.71% | +5,069+3.1% | Added |
| Everett Harris & Co | 167,091 | $17.2M | 0.27% | +1,212+0.7% | Added |
| Payden & Rygel | 166,850 | $17.2M | 1.35% | −29,100−14.9% | Reduced |
| Payden & Rygel Investment Group | 166,850 | $17.2M | 1.35% | +166,850 | New |
| Summit Global Investments | 166,609 | $17.2M | 1.14% | −2,826−1.7% | Reduced |
| Skba Capital Management LLC | 165,335 | $17.0M | 3.14% | −100−0.1% | Reduced |
| Logan Capital Management Inc | 165,072 | $17.0M | 0.86% | −450.0% | Reduced |
| Sonora Investment Management Group, LLC | 164,924 | $17.0M | 1.45% | +1,371+0.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 163,998 | $16.9M | 0.08% | +163,998 | New |
| Dodge & Cox | 163,795 | $16.9M | 0.01% | −6,650−3.9% | Reduced |
| National Asset Management, Inc. | 162,575 | $16.9M | 0.46% | −6,519−3.9% | Reduced |
| Suncoast Equity Management | 163,607 | $16.8M | 2.55% | +4,252+2.7% | Added |
| Parthenon LLC | 160,479 | $16.5M | 2.48% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 160,458 | $16.5M | 2.15% | −32,409−16.8% | Reduced |
| Prospector Partners LLC | 157,577 | $16.2M | 2.27% | +515+0.3% | Added |
| Louisiana State Employees Retirement System | 157,200 | $16.2M | 0.37% | +200+0.1% | Added |
| Woodmont Investment Counsel LLC | 156,662 | $16.1M | 1.71% | −510−0.3% | Reduced |
| Capital International Investors | 153,836 | $16.0M | 0.00% | −204,968−57.1% | Reduced |
| Novare Capital Management LLC | 154,855 | $15.9M | 1.80% | +5,960+4.0% | Added |
| MAI Capital Management | 154,369 | $15.9M | 0.24% | −948−0.6% | Reduced |
| Greenwood Gearhart Inc | 153,061 | $15.8M | 1.86% | +3,044+2.0% | Added |
| Cadinha & Co LLC | 152,041 | $15.7M | 3.46% | +3,849+2.6% | Added |
| Advisor Partners II, LLC | 151,950 | $15.6M | 0.63% | +7,663+5.3% | Added |
| Wescott Financial Advisory Group, LLC | 151,898 | $15.6M | 2.86% | +79+0.1% | Added |
| Empower Advisory Group, LLC | 151,856 | $15.6M | 0.07% | +1,573+1.0% | Added |
| Cohen Klingenstein LLC | 151,725 | $15.6M | 0.71% | −207−0.1% | Reduced |
| Motco | 149,066 | $15.3M | 1.05% | −8,850−5.6% | Reduced |
| Bragg Financial Advisors, Inc | 148,549 | $15.3M | 0.81% | −3,641−2.4% | Reduced |
| Cornerstone Advisors, LLC | 147,800 | $15.2M | 0.71% | −44,900−23.3% | Reduced |
| Bryn Mawr Trust Co | 147,120 | $15.1M | 0.67% | −921−0.6% | Reduced |
| Ledyard National Bank | 147,081 | $15.1M | 1.72% | −112−0.1% | Reduced |
| Granite Bay Wealth Management, LLC | 139,041 | $15.0M | 0.15% | +136,834+6,200.0% | Added |
| Central Trust Co | 144,423 | $14.9M | 0.43% | +3,168+2.2% | Added |
| Congress Asset Management Co | 144,226 | $14.8M | 0.13% | +2,077+1.5% | Added |
| Abner Herrman & Brock LLC | 144,058 | $14.8M | 2.27% | −53,107−26.9% | Reduced |
| Park Avenue Securities LLC | 143,527 | $14.8M | 0.23% | −193−0.1% | Reduced |
| Moors & Cabot, Inc. | 143,268 | $14.7M | 1.00% | −2,871−2.0% | Reduced |
| Massmutual Trust Co FSB | 143,176 | $14.7M | 0.54% | +955+0.7% | Added |
| Banque Cantonale Vaudoise | 143,168 | $14.7M | 0.74% | −16,688−10.4% | Reduced |
| Bourgeon Capital Management LLC | 143,011 | $14.7M | 3.46% | +91+0.1% | Added |
| Washington Trust Bank | 142,938 | $14.7M | 1.54% | −3,235−2.2% | Reduced |
| Goelzer Investment Management, Inc. | 142,861 | $14.7M | 1.04% | −2,984−2.0% | Reduced |
| Mitchell Sinkler & Starr | 142,818 | $14.7M | 4.52% | +38,369+36.7% | Added |
| GAM Holding AG | 142,328 | $14.7M | 1.08% | −255−0.2% | Reduced |
| Eagle Global Advisors LLC | 142,133 | $14.6M | 0.95% | −203−0.1% | Reduced |
| Columbia Asset Management | 141,301 | $14.5M | 3.24% | −1,587−1.1% | Reduced |
| Strategic Investment Solutions, Inc. | 134,941 | $14.5M | 0.18% | +132,800+6,202.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 141,129 | $14.5M | 1.46% | +30,905+28.0% | Added |
| Private Asset Management Inc | 140,380 | $14.5M | 3.39% | −23,197−14.2% | Reduced |
| Boston Private Wealth LLC | 139,522 | $14.4M | 0.32% | −10,552−7.0% | Reduced |
| Foundry Partners, LLC | 139,390 | $14.4M | 0.89% | −46,268−24.9% | Reduced |
| Congress Wealth Management LLC | 137,663 | $14.2M | 0.29% | +5,746+4.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 137,094 | $14.1M | 2.28% | −1,311−0.9% | Reduced |
| Charter Trust Co | 136,991 | $14.1M | 1.12% | −1,582−1.1% | Reduced |
| Applied Finance Capital Management, LLC | 136,710 | $14.1M | 1.53% | −5,717−4.0% | Reduced |
| Wesleyan Assurance Society | 136,371 | $14.0M | 1.56% | 00.0% | Unchanged |
| Quest Investment Management LLC | 136,409 | $14.0M | 1.99% | +11,796+9.5% | Added |
| Core Alternative Capital | 136,319 | $14.0M | 2.16% | −3,840−2.7% | Reduced |
| Walleye Trading LLC | 136,187 | $14.0M | 0.33% | +136,187 | New |
| RMB Capital Management, LLC | 136,052 | $14.0M | 0.48% | +9,958+7.9% | Added |
| Easterly Investment Partners LLC | 135,906 | $14.0M | 1.54% | +30,124+28.5% | Added |
| Patten & Patten Inc | 135,763 | $14.0M | 1.23% | −747−0.5% | Reduced |
| Calamos Wealth Management LLC | 135,231 | $13.9M | 1.06% | +115,843+597.5% | Added |
| Beck Mack & Oliver LLC | 135,060 | $13.9M | 0.36% | −1,882−1.4% | Reduced |
| Ar Asset Management Inc | 134,570 | $13.9M | 3.89% | 00.0% | Unchanged |
| Lido Advisors, LLC | 134,291 | $13.8M | 0.15% | +6,298+4.9% | Added |
| Adviser Investments LLC | 134,070 | $13.8M | 0.30% | +6,787+5.3% | Added |
| Te Ahumairangi Investment Management Ltd | 134,047 | $13.8M | 2.24% | −1,820−1.3% | Reduced |
| Middleton & Co Inc | 134,005 | $13.8M | 1.91% | −600.0% | Reduced |
| CCM Investment Advisers LLC | 133,697 | $13.8M | 1.90% | +476+0.4% | Added |
| Clough Capital Partners L P | 133,650 | $13.8M | 1.48% | +25,010+23.0% | Added |
| Farmers & Merchants Investments Inc | 133,644 | $13.8M | 0.54% | −156−0.1% | Reduced |
| LMCG Investments, LLC | 133,358 | $13.7M | 0.93% | −3,653−2.7% | Reduced |
| Old National Bancorp | 133,327 | $13.7M | 0.40% | −2,323−1.7% | Reduced |
| FineMark National Bank & Trust | 133,249 | $13.7M | 0.60% | −4,759−3.4% | Reduced |
| Karpas Strategies, LLC | 132,855 | $13.7M | 5.02% | −1,925−1.4% | Reduced |
| Alley Investment Management Company, LLC | 132,506 | $13.6M | 2.32% | +938+0.7% | Added |
| New Mexico Educational Retirement Board | 131,986 | $13.6M | 0.58% | +8,800+7.1% | Added |
| Segall Bryant & Hamill, LLC | 131,859 | $13.6M | 0.16% | −165−0.1% | Reduced |
| Wallace Advisory Group, LLC | 116,966 | $13.5M | 9.69% | −477−0.4% | Reduced |
| Advisory Services Network, LLC | 130,589 | $13.4M | 0.36% | −2,333−1.8% | Reduced |
| Edge Wealth Management LLC | 130,442 | $13.4M | 3.14% | −2,509−1.9% | Reduced |
| Trust Co of Vermont | 129,257 | $13.3M | 0.90% | +1,593+1.2% | Added |