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, Q1 2022
Institutional positions in Merck & Co., Inc. as of Mar 31, 2022. 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
- 2,961
- +84 vs. Q4 2021
- Shares held
- 1.85B
- +18.6K (0.0%) vs. Q4 2021
- Total value
- $152.1B
- +$10.0B (+7.1%) vs. Q4 2021
- New holders
- 187
- 1,425 more added
- Sold out
- 103
- 1,009 more reduced
33 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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, Q1 2022
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| OmniStar Financial Group, Inc. | 11,337 | $930.0K | 0.92% | +947+9.1% | Added |
| Foresight Wealth Management, LLC | 11,336 | $930.0K | 0.37% | +2,929+34.8% | Added |
| Meadow Creek Wealth Advisors LLC | 11,364 | $932.0K | 1.01% | −96−0.8% | Reduced |
| Port Capital LLC | 11,368 | $933.0K | 0.06% | −867−7.1% | Reduced |
| Doliver Advisors, LP | 11,369 | $933.0K | 0.29% | +1,055+10.2% | Added |
| High Note Wealth, LLC | 11,383 | $933.0K | 0.33% | +11,383 | New |
| Roman Butler Fullerton & Co | 11,391 | $935.0K | 0.44% | +49+0.4% | Added |
| Clean Yield Group | 11,411 | $936.0K | 0.33% | −66−0.6% | Reduced |
| Guerra Pan Advisors, LLC | 11,100 | $937.0K | 1.13% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 11,442 | $938.8K | 0.21% | +10.0% | Added |
| Apriem Advisors | 11,453 | $940.0K | 0.14% | −127−1.1% | Reduced |
| Gamble Jones Investment Counsel | 11,467 | $941.0K | 0.06% | −1,332−10.4% | Reduced |
| Telos Capital Management, Inc. | 11,463 | $941.0K | 0.12% | −878−7.1% | Reduced |
| North Star Asset Management Inc | 11,471 | $941.0K | 0.05% | −12−0.1% | Reduced |
| Occidental Asset Management, LLC | 11,506 | $944.0K | 0.24% | −46−0.4% | Reduced |
| P.A.W. Capital Corp | 11,500 | $944.0K | 0.99% | 00.0% | Unchanged |
| Accredited Investors Inc. | 11,506 | $944.0K | 0.09% | +82+0.7% | Added |
| Mather Group, LLC. | 11,537 | $947.0K | 0.02% | −9,865−46.1% | Reduced |
| Security Asset Management | 11,547 | $947.0K | 0.41% | −197−1.7% | Reduced |
| BancorpSouth Bank | 11,561 | $948.0K | 0.12% | −300−2.5% | Reduced |
| LVM Capital Management Ltd | 11,615 | $953.0K | 0.13% | +3,139+37.0% | Added |
| MidWestOne Financial Group, Inc. | 11,667 | $957.0K | 0.21% | −32−0.3% | Reduced |
| Paladin Advisory Group, LLC | 11,486 | $959.0K | 0.78% | +11,486 | New |
| Trustco Bank Corp N Y | 11,699 | $960.0K | 0.95% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 11,698 | $960.0K | 0.08% | +1,569+15.5% | Added |
| Kings Point Capital Management | 11,710 | $961.0K | 0.08% | +182+1.6% | Added |
| Gsa Capital Partners LLP | 11,725 | $962.0K | 0.13% | +11,725 | New |
| Atticus Wealth Management, LLC | 11,762 | $965.0K | 0.35% | +45+0.4% | Added |
| Cable Hill Partners, LLC | 11,791 | $967.0K | 0.64% | −101−0.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,829 | $971.0K | 0.52% | −39−0.3% | Reduced |
| Aureus Asset Management, LLC | 11,863 | $973.0K | 0.06% | +310+2.7% | Added |
| First National Corp | 11,947 | $980.0K | 0.21% | −39−0.3% | Reduced |
| Covenant Partners, LLC | 11,954 | $981.0K | 0.39% | +432+3.7% | Added |
| Schulhoff & Co Inc | 11,973 | $982.0K | 0.41% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 11,981 | $983.0K | 0.17% | +809+7.2% | Added |
| Perkins Capital Management Inc | 12,025 | $987.0K | 0.81% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 12,047 | $989.0K | 0.16% | +1,557+14.8% | Added |
| Hemington Wealth Management | 12,078 | $991.0K | 0.33% | +693+6.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,138 | $996.0K | 0.05% | −2,499−17.1% | Reduced |
| Perfromance Wealth Partners, LLC | 12,141 | $996.0K | 0.04% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 12,161 | $998.0K | 0.19% | −882−6.8% | Reduced |
| YHB Investment Advisors, Inc. | 12,195 | $1.00M | 0.09% | −482−3.8% | Reduced |
| Renasant Bank | 12,213 | $1.00M | 0.67% | +1,980+19.3% | Added |
| Knuff & Co LLC | 12,220 | $1.00M | 0.36% | −50−0.4% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,236 | $1.00M | 0.64% | −163−1.3% | Reduced |
| ETF Managers Group, LLC | 12,238 | $1.01M | 0.02% | −1,871−13.3% | Reduced |
| Linker Capital Management Inc. | 12,284 | $1.01M | 1.00% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 12,295 | $1.01M | 0.65% | +304+2.5% | Added |
| Bill Few Associates, Inc. | 12,305 | $1.01M | 0.55% | +746+6.5% | Added |
| Peddock Capital Advisors, LLC | 12,309 | $1.01M | 0.33% | +7,823+174.4% | Added |
| IAM Advisory, LLC | 12,338 | $1.01M | 0.41% | +393+3.3% | Added |
| Clarkston Capital Partners, LLC | 12,354 | $1.01M | 0.02% | +63+0.5% | Added |
| Financial Engines Advisors L.L.C. | 12,266 | $1.01M | 0.00% | +8,540+229.2% | Added |
| Physicians Financial Services, Inc. | 12,395 | $1.02M | 0.39% | −50−0.4% | Reduced |
| EHP Funds Inc. | 12,400 | $1.02M | 0.17% | +12,400 | New |
| VeraBank, N.A. | 12,418 | $1.02M | 0.53% | −341−2.7% | Reduced |
| Wolff Financial Management LLC | 12,415 | $1.02M | 0.40% | +10.0% | Added |
| Calamos Wealth Management LLC | 12,434 | $1.02M | 0.08% | −3,969−24.2% | Reduced |
| Kathmere Capital Management, LLC | 12,446 | $1.02M | 0.17% | +2,932+30.8% | Added |
| WealthPLAN Partners, LLC | 11,535 | $1.02M | 0.07% | −183−1.6% | Reduced |
| WealthPlan Investment Management, LLC | 11,535 | $1.02M | 0.07% | +11,535 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 12,470 | $1.02M | 0.60% | +40.0% | Added |
| Merit Financial Group, LLC | 12,464 | $1.02M | 0.06% | +1,964+18.7% | Added |
| Lafayette Investments, Inc. | 12,487 | $1.02M | 0.25% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 12,559 | $1.03M | 0.09% | −965−7.1% | Reduced |
| Washington Trust Advisors, Inc. | 12,559 | $1.03M | 0.07% | −134−1.1% | Reduced |
| Aurora Private Wealth, Inc. | 12,579 | $1.03M | 0.42% | −356−2.8% | Reduced |
| Neo Ivy Capital Management | 12,574 | $1.03M | 0.93% | +6,978+124.7% | Added |
| Virtue Capital Management, LLC | 12,612 | $1.03M | 0.16% | +2,540+25.2% | Added |
| Spears Abacus Advisors LLC | 12,633 | $1.04M | 0.08% | −6,004−32.2% | Reduced |
| JGP Wealth Management, LLC | 11,835 | $1.04M | 0.19% | +7,299+160.9% | Added |
| Bar Harbor Trust Services | 12,660 | $1.04M | 0.31% | −347−2.7% | Reduced |
| City State Bank | 12,668 | $1.04M | 0.63% | −117−0.9% | Reduced |
| Parsec Financial Management, Inc. | 12,690 | $1.04M | 0.04% | +291+2.3% | Added |
| Burleson & Company, LLC | 12,701 | $1.04M | 0.17% | −18−0.1% | Reduced |
| Platform Technology Partners | 12,726 | $1.04M | 0.50% | −347−2.7% | Reduced |
| Fiera Capital Corp | 12,737 | $1.04M | 0.00% | −26,822−67.8% | Reduced |
| Gilbert & Cook, Inc. | 12,732 | $1.04M | 0.17% | +546+4.5% | Added |
| Hardman Johnston Global Advisors LLC | 12,750 | $1.05M | 0.03% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 12,802 | $1.05M | 0.64% | +65+0.5% | Added |
| Capital Advantage, Inc. | 12,823 | $1.05M | 0.24% | −729−5.4% | Reduced |
| Symmetry Partners, LLC | 12,856 | $1.05M | 0.07% | +3,129+32.2% | Added |
| Charter Oak Capital Management, LLC | 12,933 | $1.06M | 0.13% | +57+0.4% | Added |
| Zhang Financial LLC | 12,954 | $1.06M | 0.18% | +823+6.8% | Added |
| Aft, Forsyth & Sober, LLC | 13,000 | $1.07M | 0.42% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 13,004 | $1.07M | 0.61% | +270+2.1% | Added |
| Global Financial Private Client, LLC | 12,786 | $1.07M | 0.52% | +1,092+9.3% | Added |
| Beacon Financial Advisory LLC | 13,018 | $1.07M | 0.51% | +296+2.3% | Added |
| Am Investment Strategies LLC | 13,031 | $1.07M | 0.28% | +22+0.2% | Added |
| CWA Asset Management Group, LLC | 13,042 | $1.07M | 0.08% | +4,111+46.0% | Added |
| Acorn Financial Advisory Services Inc | 13,045 | $1.07M | 0.22% | +93+0.7% | Added |
| Bruderman Asset Management, LLC | 13,121 | $1.08M | 1.62% | −10,225−43.8% | Reduced |
| First Western Trust Bank | 13,081 | $1.08M | 0.06% | +13,081 | New |
| Eos Management, L.P. | 13,160 | $1.08M | 0.64% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13,301 | $1.09M | 0.29% | −859−6.1% | Reduced |
| Strategic Investment Advisors | 13,316 | $1.09M | 0.21% | +3,320+33.2% | Added |
| DRW Securities, LLC | 13,428 | $1.10M | 0.28% | +6,195+85.6% | Added |
| IMS Capital Management | 13,443 | $1.10M | 0.58% | +352+2.7% | Added |
| Pine Haven Investment Counsel, Inc | 13,449 | $1.10M | 1.08% | +425+3.3% | Added |
| Abundance Wealth Counselors | 13,444 | $1.10M | 0.30% | +3,501+35.2% | Added |