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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 128,844 | $13.3M | 0.64% | +17,239+15.4% | Added |
| Snowden Capital Advisors LLC | 128,804 | $13.3M | 0.56% | −34,342−21.0% | Reduced |
| Intact Investment Management Inc. | 128,700 | $13.2M | 0.57% | +9,200+7.7% | Added |
| Omers Administration Corp | 128,248 | $13.2M | 0.20% | +76,405+147.4% | Added |
| Buckingham Strategic Wealth, LLC | 128,088 | $13.2M | 0.19% | −5,880−4.4% | Reduced |
| Parsons Capital Management Inc | 128,044 | $13.2M | 1.04% | +810+0.6% | Added |
| Woodstock Corp | 127,953 | $13.2M | 1.65% | −441−0.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 127,301 | $13.1M | 0.65% | −6,281−4.7% | Reduced |
| M&R Capital Management Inc | 126,976 | $13.1M | 3.58% | −807−0.6% | Reduced |
| Blue Chip Partners, Inc. | 126,618 | $13.0M | 1.55% | +103,142+439.4% | Added |
| American Assets Investment Management, LLC | 125,000 | $12.9M | 1.44% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 124,936 | $12.9M | 1.63% | +30,150+31.8% | Added |
| Chilton Investment Co LLC | 124,235 | $12.8M | 0.41% | +4,587+3.8% | Added |
| Auxier Asset Management | 124,131 | $12.8M | 2.18% | +98+0.1% | Added |
| Stonebridge Capital Advisors LLC | 123,845 | $12.7M | 1.40% | +1,901+1.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 123,825 | $12.7M | 0.31% | −15,015−10.8% | Reduced |
| Mengis Capital Management, Inc. | 123,798 | $12.7M | 2.65% | −577−0.5% | Reduced |
| Sphera Funds Management Ltd. | 123,600 | $12.7M | 3.05% | +3,000+2.5% | Added |
| Westpac Banking Corp | 123,528 | $12.7M | 0.95% | +12,628+11.4% | Added |
| Wetherby Asset Management Inc | 123,417 | $12.7M | 0.72% | −730−0.6% | Reduced |
| Connors Investor Services Inc | 123,527 | $12.7M | 1.56% | −755−0.6% | Reduced |
| Formuepleje A/S | 123,340 | $12.7M | 1.18% | +19,183+18.4% | Added |
| Capital Fund Management S.A. | 123,270 | $12.7M | 0.17% | +123,270 | New |
| Smithfield Trust Co | 122,855 | $12.6M | 0.78% | +91,040+286.2% | Added |
| Investment House LLC | 121,636 | $12.5M | 0.99% | −1,755−1.4% | Reduced |
| Edge Capital Group, LLC | 121,359 | $12.5M | 0.81% | −20,339−14.4% | Reduced |
| Crestwood Advisors Group LLC | 120,918 | $12.4M | 0.33% | +12,281+11.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 119,863 | $12.4M | 1.36% | −5,500−4.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 119,946 | $12.3M | 2.97% | −982−0.8% | Reduced |
| Monarch Capital Management Inc | 119,148 | $12.3M | 3.96% | −290.0% | Reduced |
| GHP Investment Advisors, Inc. | 117,544 | $12.2M | 0.74% | +1,324+1.1% | Added |
| Tower Research Capital LLC (TRC) | 118,729 | $12.2M | 0.38% | +80,547+211.0% | Added |
| Bridgeway Capital Management, LLC | 118,431 | $12.2M | 0.30% | +8,610+7.8% | Added |
| Cetera Advisors LLC | 118,424 | $12.2M | 0.19% | +4,556+4.0% | Added |
| Cheviot Value Management, LLC | 118,176 | $12.2M | 2.70% | −400.0% | Reduced |
| Polaris Wealth Advisory Group, LLC | 118,164 | $12.2M | 0.93% | −1,912−1.6% | Reduced |
| ARS Investment Partners, LLC | 118,126 | $12.2M | 1.51% | −434−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 117,405 | $12.1M | 0.07% | +117,405 | New |
| Nemes Rush Group LLC | 117,050 | $12.1M | 2.18% | +3,002+2.6% | Added |
| Signature Estate & Investment Advisors LLC | 115,896 | $11.9M | 0.40% | +7,420+6.8% | Added |
| Seven Eight Capital, LP | 115,677 | $11.9M | 1.39% | +115,677 | New |
| Perigon Wealth Management, LLC | 115,252 | $11.9M | 0.48% | +1,478+1.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 115,043 | $11.8M | 1.78% | −1,534−1.3% | Reduced |
| First National Bank of Omaha | 114,661 | $11.8M | 0.77% | −6,459−5.3% | Reduced |
| Norinchukin Bank, The | 114,371 | $11.8M | 0.28% | −118,473−50.9% | Reduced |
| Community Bank, N.A. | 114,215 | $11.8M | 1.65% | −4,175−3.5% | Reduced |
| Jefferies Financial Group Inc. | 113,968 | $11.7M | 0.29% | +106,270+1,380.5% | Added |
| LaFleur & Godfrey LLC | 113,829 | $11.7M | 1.88% | −625−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 113,682 | $11.7M | 0.55% | +24,696+27.8% | Added |
| Liontrust Investment Partners LLP | 112,354 | $11.6M | 0.18% | +84,482+303.1% | Added |
| Savant Capital, LLC | 112,008 | $11.5M | 0.17% | +5,920+5.6% | Added |
| Bright Rock Capital Management, LLC | 112,000 | $11.5M | 2.82% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 111,807 | $11.5M | 0.44% | +409+0.4% | Added |
| Hoylecohen, LLC | 111,722 | $11.5M | 1.07% | −864−0.8% | Reduced |
| Prospera Financial Services Inc | 111,599 | $11.5M | 0.44% | +18,709+20.1% | Added |
| Avantax Advisory Services, Inc. | 111,245 | $11.5M | 0.13% | −13,767−11.0% | Reduced |
| Ieq Capital, LLC | 110,938 | $11.4M | 0.23% | +30.0% | Added |
| Evercore Wealth Management, LLC | 110,017 | $11.3M | 0.21% | −4,339−3.8% | Reduced |
| Alps Advisors Inc | 109,174 | $11.2M | 0.09% | −157,403−59.0% | Reduced |
| Griffin Asset Management, Inc. | 109,098 | $11.2M | 1.60% | −4,572−4.0% | Reduced |
| Rothschild Investment Corp | 108,857 | $11.2M | 0.95% | +2,648+2.5% | Added |
| Stockman Wealth Management, Inc. | 108,336 | $11.2M | 2.46% | −894−0.8% | Reduced |
| Main Street Research LLC | 107,308 | $11.1M | 1.15% | −779−0.7% | Reduced |
| Assetmark, Inc | 108,043 | $11.1M | 0.04% | +3,284+3.1% | Added |
| HB Wealth Management, LLC | 107,914 | $11.1M | 0.18% | +6,117+6.0% | Added |
| Tufton Capital Management | 107,828 | $11.1M | 2.48% | −513−0.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 107,710 | $11.1M | 0.03% | −3,583−3.2% | Reduced |
| Bard Financial Services, Inc. | 107,478 | $11.1M | 1.37% | +1,155+1.1% | Added |
| Chiron Investment Management, LLC | 107,351 | $11.1M | 4.67% | +73,700+219.0% | Added |
| Curi Capital | 106,868 | $11.0M | 1.69% | −800−0.7% | Reduced |
| Slocum, Gordon & Co LLP | 105,988 | $10.9M | 9.50% | −871−0.8% | Reduced |
| Shelton Capital Management | 105,692 | $10.9M | 0.40% | +24,200+29.7% | Added |
| Metropolitan Life Insurance Co | 104,988 | $10.8M | 0.56% | −5,592−5.1% | Reduced |
| Grassi Investment Management | 104,910 | $10.8M | 1.24% | −1,448−1.4% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 111,000 | $10.8M | 1.74% | 00.0% | Unchanged |
| Diversified Trust Co | 104,525 | $10.8M | 0.41% | +510.0% | Added |
| NBT Bank N A | 104,244 | $10.7M | 1.03% | +47,995+85.3% | Added |
| SP Asset Management LLC | 104,155 | $10.7M | 1.20% | +270+0.3% | Added |
| Estabrook Capital Management | 103,642 | $10.7M | 1.88% | −1,533−1.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 102,736 | $10.6M | 0.83% | +585+0.6% | Added |
| Noesis Capital Mangement Corp | 103,039 | $10.6M | 2.78% | +1,389+1.4% | Added |
| Moody Lynn & Lieberson, LLC | 102,834 | $10.6M | 0.91% | +99+0.1% | Added |
| Toroso Investments, LLC | 102,788 | $10.6M | 0.32% | −6,246−5.7% | Reduced |
| iA Global Asset Management Inc. | 102,067 | $10.5M | 0.28% | +7,172+7.6% | Added |
| Country Club Bank | 100,291 | $10.5M | 0.85% | −510−0.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 101,330 | $10.4M | 1.18% | +689+0.7% | Added |
| Jacobs & Co | 101,252 | $10.4M | 1.30% | +1,298+1.3% | Added |
| Cutler Investment Counsel LLC | 100,311 | $10.4M | 1.64% | −1,201−1.2% | Reduced |
| Gratus Capital LLC | 100,882 | $10.4M | 0.71% | +91,863+1,018.5% | Added |
| John G Ullman & Associates Inc | 99,869 | $10.3M | 1.68% | −950−0.9% | Reduced |
| Balentine LLC | 99,861 | $10.3M | 0.34% | −1,507−1.5% | Reduced |
| 1st Source Bank | 99,414 | $10.2M | 0.70% | −1,080−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 99,393 | $10.2M | 1.05% | −8,351−7.8% | Reduced |
| Camden National Bank | 99,336 | $10.2M | 2.10% | −824−0.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 98,923 | $10.2M | 1.67% | −2,020−2.0% | Reduced |
| Lee Danner & Bass Inc | 98,277 | $10.1M | 0.92% | −1,155−1.2% | Reduced |
| Appleton Partners Inc | 98,078 | $10.1M | 0.90% | +11,153+12.8% | Added |
| Johnson Investment Counsel Inc | 97,231 | $10.0M | 0.13% | −4,444−4.4% | Reduced |
| Naples Global Advisors, LLC | 96,047 | $9.96M | 1.21% | +2,317+2.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 96,372 | $9.92M | 0.98% | −975−1.0% | Reduced |