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 |
|---|---|---|---|---|---|
| Lynch & Associates | 96,308 | $9.91M | 2.62% | −3,180−3.2% | Reduced |
| Park National Corp | 95,471 | $9.83M | 0.44% | −1,254−1.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 95,076 | $9.79M | 3.05% | −27,073−22.2% | Reduced |
| First Nebraska Trust Co | 94,107 | $9.69M | 1.20% | +431+0.5% | Added |
| Great Valley Advisor Group, Inc. | 93,069 | $9.58M | 0.40% | +9,052+10.8% | Added |
| Primecap Management Co | 93,000 | $9.57M | 0.01% | −3,100−3.2% | Reduced |
| Verition Fund Management LLC | 92,990 | $9.57M | 0.13% | +83,633+893.8% | Added |
| Marco Investment Management LLC | 92,896 | $9.56M | 1.10% | −639−0.7% | Reduced |
| Mastrapasqua Asset Management Inc | 92,698 | $9.54M | 1.12% | −161−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 92,215 | $9.49M | 0.11% | −29,580−24.3% | Reduced |
| Kinneret Advisory, LLC | 91,504 | $9.49M | 1.17% | −54−0.1% | Reduced |
| Winslow Asset Management Inc | 92,122 | $9.48M | 2.20% | −1,837−2.0% | Reduced |
| Busey Wealth Management | 91,518 | $9.42M | 0.40% | −2,437−2.6% | Reduced |
| Simmons Bank | 90,810 | $9.35M | 0.83% | −158−0.2% | Reduced |
| Quantinno Capital Management LP | 90,553 | $9.32M | 0.42% | −1,869−2.0% | Reduced |
| Round Hill Asset Management | 90,395 | $9.31M | 6.12% | −2,152−2.3% | Reduced |
| Gotham Asset Management, LLC | 90,372 | $9.30M | 0.19% | +3,551+4.1% | Added |
| Tompkins Financial Corp | 90,318 | $9.30M | 1.46% | +9,083+11.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 90,128 | $9.28M | 0.72% | −959−1.1% | Reduced |
| Adalta Capital Management LLC | 89,200 | $9.25M | 6.30% | +156+0.2% | Added |
| Cyrus J. Lawrence, LLC | 89,544 | $9.22M | 2.53% | +89,544 | New |
| Hennion & Walsh Asset Management, Inc. | 89,431 | $9.21M | 0.59% | +955+1.1% | Added |
| Exchange Traded Concepts, LLC | 89,348 | $9.20M | 0.26% | −53,111−37.3% | Reduced |
| Burney Co | 89,021 | $9.16M | 0.43% | +37,169+71.7% | Added |
| Redwood Grove Capital, LLC | 88,700 | $9.13M | 3.66% | +5,000+6.0% | Added |
| Empirical Finance, LLC | 88,274 | $9.09M | 0.67% | +8,903+11.2% | Added |
| Privium Fund Management B.V. | 87,978 | $9.06M | 2.69% | −11,300−11.4% | Reduced |
| Mill Capital Management, LLC | 87,948 | $9.05M | 0.89% | −131−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 87,908 | $9.05M | 0.92% | −8,047−8.4% | Reduced |
| Fort Sheridan Advisors LLC | 87,859 | $9.05M | 2.05% | +3,316+3.9% | Added |
| Hi-Line Capital Management, LLC | 87,205 | $9.04M | 3.33% | −190−0.2% | Reduced |
| Hamel Associates, Inc. | 87,711 | $9.03M | 3.30% | −730−0.8% | Reduced |
| Greenleaf Trust | 87,615 | $9.02M | 0.10% | +1,187+1.4% | Added |
| United Asset Strategies, Inc. | 87,455 | $9.00M | 1.16% | +2,518+3.0% | Added |
| Bamco Inc | 87,400 | $9.00M | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 87,388 | $9.00M | 0.29% | +8,089+10.2% | Added |
| NewSquare Capital LLC | 88,454 | $8.98M | 0.95% | +3,590+4.2% | Added |
| Westfield Capital Management Co LP | 86,820 | $8.94M | 0.06% | +5,421+6.7% | Added |
| Exencial Wealth Advisors, LLC | 86,746 | $8.93M | 0.43% | +730+0.8% | Added |
| Daymark Wealth Partners, LLC | 205,373 | $8.91M | 0.61% | +121,079+143.6% | Added |
| Stamos Capital Partners, L.P. | 86,500 | $8.91M | 1.98% | +12,290+16.6% | Added |
| Canandaigua National Bank & Trust Co | 86,288 | $8.88M | 1.44% | −6,972−7.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 86,178 | $8.87M | 0.16% | −3,748−4.2% | Reduced |
| Engineers Gate Manager LP | 85,961 | $8.85M | 0.33% | +85,961 | New |
| Leuthold Group, LLC | 85,941 | $8.85M | 1.24% | −6,265−6.8% | Reduced |
| Davy Global Fund Management Ltd | 85,858 | $8.84M | 1.82% | +1,304+1.5% | Added |
| Mutual Advisors, LLC | 85,794 | $8.83M | 0.34% | −964−1.1% | Reduced |
| Live Oak Private Wealth LLC | 85,284 | $8.78M | 1.87% | −190.0% | Reduced |
| WealthBridge Investment Counsel Inc. | 85,245 | $8.78M | 3.83% | −525−0.6% | Reduced |
| Trust Co of Kansas | 85,075 | $8.76M | 5.59% | −1,006−1.2% | Reduced |
| TD Private Client Wealth LLC | 84,988 | $8.75M | 0.38% | −9,458−10.0% | Reduced |
| Tudor Investment Corp Et Al | 84,792 | $8.73M | 0.13% | +84,792 | New |
| River Road Asset Management, LLC | 84,240 | $8.67M | 0.12% | −2,635−3.0% | Reduced |
| Violich Capital Management, Inc. | 84,117 | $8.66M | 1.48% | −2,900−3.3% | Reduced |
| Kingsview Wealth Management, LLC | 83,960 | $8.64M | 0.31% | +11,814+16.4% | Added |
| Sawtooth Solutions, LLC | 83,249 | $8.57M | 0.28% | −79,357−48.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 83,075 | $8.55M | 0.36% | −876−1.0% | Reduced |
| GFS Advisors, LLC | 83,062 | $8.55M | 1.33% | +24,801+42.6% | Added |
| FLC Capital Advisors | 82,874 | $8.53M | 2.58% | −483−0.6% | Reduced |
| Carret Asset Management, LLC | 82,855 | $8.53M | 1.19% | −448−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 82,584 | $8.50M | 0.15% | −3,309−3.9% | Reduced |
| Archon Partners LLC | 82,500 | $8.49M | 1.33% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 82,497 | $8.49M | 0.55% | −6,784−7.6% | Reduced |
| Allied Investment Advisors, LLC | 82,469 | $8.49M | 2.54% | +545+0.7% | Added |
| Augustine Asset Management Inc | 82,019 | $8.44M | 3.90% | −1,640−2.0% | Reduced |
| Shell Asset Management Co | 81,936 | $8.44M | 0.35% | −1,214−1.5% | Reduced |
| Miramar Capital, LLC | 81,728 | $8.41M | 2.29% | −3,109−3.7% | Reduced |
| Northern Oak Wealth Management Inc | 81,225 | $8.36M | 1.04% | +8,144+11.1% | Added |
| Chemung Canal Trust Co | 81,179 | $8.36M | 1.92% | +1,063+1.3% | Added |
| Ossiam | 81,063 | $8.35M | 0.15% | −134,833−62.5% | Reduced |
| Viking Fund Management LLC | 81,000 | $8.34M | 1.68% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 80,378 | $8.27M | 0.29% | −78,759−49.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 80,252 | $8.26M | 1.25% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 80,092 | $8.25M | 0.22% | +52+0.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 79,799 | $8.21M | 0.96% | −11,228−12.3% | Reduced |
| Sky Investment Group LLC | 79,699 | $8.21M | 1.86% | −824−1.0% | Reduced |
| Talbot Financial, LLC | 79,632 | $8.20M | 1.43% | +361+0.5% | Added |
| W Advisors, LLC | 79,275 | $8.16M | 6.71% | −1,062−1.3% | Reduced |
| Lincoln National Corp | 79,060 | $8.14M | 0.16% | +2,992+3.9% | Added |
| Rodgers Brothers Inc. | 79,035 | $8.14M | 1.39% | +9,257+13.3% | Added |
| One Capital Management, LLC | 78,940 | $8.13M | 0.36% | +3,408+4.5% | Added |
| Fulton Bank, N.A. | 78,377 | $8.07M | 0.40% | +2,177+2.9% | Added |
| Narwhal Capital Management | 77,971 | $8.03M | 0.98% | +23,719+43.7% | Added |
| Valeo Financial Advisors, LLC | 96,593 | $8.01M | 0.37% | +1,191+1.2% | Added |
| Picton Mahoney Asset Management | 77,665 | $8.00M | 0.37% | +11,788+17.9% | Added |
| Anchor Investment Management, LLC | 77,230 | $7.95M | 1.04% | +1,517+2.0% | Added |
| Advisory Research Inc | 77,117 | $7.94M | 1.10% | −2,362−3.0% | Reduced |
| Buffington Mohr McNeal | 76,418 | $7.87M | 1.79% | −1,405−1.8% | Reduced |
| Choate Investment Advisors | 76,390 | $7.86M | 0.31% | +8,507+12.5% | Added |
| JB Capital LLC | 76,337 | $7.86M | 0.66% | +10,484+15.9% | Added |
| HRT Financial LP | 76,301 | $7.86M | 0.08% | +76,301 | New |
| Advocate Group LLC | 76,246 | $7.85M | 1.82% | −6,655−8.0% | Reduced |
| Vinva Investment Management Ltd | 74,993 | $7.82M | 0.74% | −985−1.3% | Reduced |
| Independent Advisor Alliance | 75,967 | $7.82M | 0.35% | −3,711−4.7% | Reduced |
| Gladstone Institutional Advisory LLC | 75,963 | $7.82M | 0.51% | +4,883+6.9% | Added |
| FDx Advisors, Inc. | 75,655 | $7.79M | 0.65% | −83,972−52.6% | Reduced |
| Northeast Financial Consultants Inc | 75,469 | $7.77M | 0.49% | +340+0.5% | Added |
| Wafra Inc. | 75,428 | $7.77M | 0.26% | −253,951−77.1% | Reduced |
| Apollon Wealth Management, LLC | 75,424 | $7.76M | 0.39% | +437+0.6% | Added |
| Contravisory Investment Management, Inc. | 74,934 | $7.71M | 2.18% | −3,146−4.0% | Reduced |