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 | 3,812 | $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, 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 |
|---|---|---|---|---|---|
| Nicollet Investment Management, Inc. | 34,467 | $2.83M | 1.26% | −2,912−7.8% | Reduced |
| Harbour Capital Advisors, LLC | 34,569 | $2.84M | 0.78% | +310+0.9% | Added |
| Hudson Valley Investment Advisors Inc | 34,743 | $2.85M | 0.38% | −1,714−4.7% | Reduced |
| Moreno Evelyn V | 34,776 | $2.85M | 0.58% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 34,774 | $2.85M | 0.49% | +3,061+9.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,771 | $2.85M | 0.68% | +3,878+12.6% | Added |
| Brewin Dolphin Ltd | 34,790 | $2.85M | 0.12% | −1,601−4.4% | Reduced |
| Arete Wealth Advisors, LLC | 34,832 | $2.86M | 0.24% | +828+2.4% | Added |
| Legacy Private Trust Co. | 34,876 | $2.86M | 0.22% | +1,684+5.1% | Added |
| Searle & Co. | 34,906 | $2.86M | 1.06% | +300+0.9% | Added |
| Abbot Financial Management, Inc. | 34,924 | $2.87M | 1.40% | −49−0.1% | Reduced |
| Pegasus Asset Management, Inc. | 34,987 | $2.87M | 1.25% | +119+0.3% | Added |
| Graypoint LLC | 35,016 | $2.87M | 0.28% | +598+1.7% | Added |
| IMA Wealth, Inc. | 35,078 | $2.88M | 0.66% | +497+1.4% | Added |
| Butensky & Cohen Financial Security, Inc | 35,103 | $2.88M | 1.01% | +10,898+45.0% | Added |
| Modera Wealth Management, LLC | 35,440 | $2.91M | 0.13% | −247−0.7% | Reduced |
| Dakota Wealth Management | 35,454 | $2.91M | 0.24% | −47,834−57.4% | Reduced |
| Bennicas & Associates, Inc. | 35,450 | $2.91M | 1.46% | −50−0.1% | Reduced |
| Marino, Stram & Associates LLC | 35,487 | $2.91M | 0.92% | −1,417−3.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 35,499 | $2.91M | 0.06% | +102+0.3% | Added |
| Court Place Advisors, LLC | 35,546 | $2.92M | 0.94% | −5,764−14.0% | Reduced |
| Hancock Whitney Corp | 35,564 | $2.92M | 0.10% | −1,092−3.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 35,596 | $2.92M | 0.99% | 00.0% | Unchanged |
| Asset Dedication, LLC | 35,597 | $2.92M | 0.33% | +5,383+17.8% | Added |
| Foster & Motley Inc | 35,613 | $2.92M | 0.23% | +358+1.0% | Added |
| Dean Investment Associates, LLC | 35,728 | $2.93M | 0.53% | +325+0.9% | Added |
| R.H. Dinel Investment Counsel, Inc. | 35,765 | $2.94M | 2.26% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 35,832 | $2.94M | 0.57% | −1,106−3.0% | Reduced |
| Ameritas Advisory Services, LLC | 35,885 | $2.94M | 0.11% | +2,723+8.2% | Added |
| Essex Financial Services, Inc. | 35,927 | $2.95M | 0.28% | −3,530−8.9% | Reduced |
| Holderness Investments Co | 36,056 | $2.96M | 0.99% | +491+1.4% | Added |
| Keebeck Wealth Management, LLC | 35,793 | $2.96M | 0.49% | +1,758+5.2% | Added |
| TSP Capital Management Group, LLC | – | $2.96M | 1.00% | – | – |
| Equitable Holdings, Inc. | 36,124 | $2.96M | 0.05% | +4,131+12.9% | Added |
| Appleton Partners Inc | 36,151 | $2.97M | 0.24% | −5,200−12.6% | Reduced |
| Pettee Investors, Inc. | 36,151 | $2.97M | 1.30% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 36,249 | $2.97M | 0.83% | −148−0.4% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 36,253 | $2.98M | 2.23% | −72−0.2% | Reduced |
| Wilkinson Global Asset Management LLC | 36,390 | $2.99M | 0.19% | −1,500−4.0% | Reduced |
| Huber Capital Management LLC | 36,393 | $2.99M | 0.74% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 36,684 | $3.01M | 1.99% | +18,500+101.7% | Added |
| Affinity Investment Advisors, LLC | 36,782 | $3.02M | 1.24% | −809−2.2% | Reduced |
| Charter Research & Investment Group, Inc. | 36,827 | $3.02M | 2.45% | −940−2.5% | Reduced |
| Ropes Wealth Advisors LLC | 36,959 | $3.03M | 0.52% | −3,495−8.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 36,685 | $3.04M | 0.26% | +169+0.5% | Added |
| Uncommon Cents Investing LLC | 37,148 | $3.05M | 1.10% | +3,835+11.5% | Added |
| Confluence Wealth Services, Inc. | 37,160 | $3.05M | 1.10% | −38−0.1% | Reduced |
| St Germain D J Co Inc | 37,251 | $3.06M | 0.17% | −188−0.5% | Reduced |
| Paradigm Asset Management Co LLC | 37,288 | $3.06M | 0.80% | 00.0% | Unchanged |
| American National Insurance Co | 37,300 | $3.06M | 0.83% | −7,545−16.8% | Reduced |
| First Bank & Trust | 37,315 | $3.06M | 0.94% | −156−0.4% | Reduced |
| SNS Financial Group, LLC | 37,347 | $3.06M | 0.36% | +66+0.2% | Added |
| Resources Investment Advisors, LLC. | 37,381 | $3.07M | 0.12% | −1,451−3.7% | Reduced |
| Aptus Capital Advisors, LLC | 37,404 | $3.08M | 0.09% | +29,131+352.1% | Added |
| Hilltop Holdings Inc. | 37,554 | $3.08M | 0.35% | −1,393−3.6% | Reduced |
| Signaturefd, LLC | 37,686 | $3.09M | 0.09% | +5,093+15.6% | Added |
| Stonebridge Capital Management Inc | 37,707 | $3.09M | 1.12% | 00.0% | Unchanged |
| McGinn Investment Management, Inc. | 37,731 | $3.10M | 2.07% | −215−0.6% | Reduced |
| DT Investment Partners, LLC | 37,875 | $3.11M | 0.40% | +2,867+8.2% | Added |
| Cobblestone Capital Advisors LLC | 37,900 | $3.11M | 0.21% | −533−1.4% | Reduced |
| Gould Capital, LLC | 38,098 | $3.13M | 2.25% | +936+2.5% | Added |
| GSB Wealth Management, LLC | 38,188 | $3.13M | 0.91% | −1,621−4.1% | Reduced |
| Horan Capital Advisors, LLC. | 38,189 | $3.13M | 1.26% | +1,033+2.8% | Added |
| Soltis Investment Advisors LLC | 38,205 | $3.13M | 0.44% | +7,869+25.9% | Added |
| Burney Co | 38,313 | $3.14M | 0.14% | −1,505−3.8% | Reduced |
| Trustmark National Bank Trust Department | 38,322 | $3.14M | 0.25% | +707+1.9% | Added |
| Parallel Advisors, LLC | 38,215 | $3.15M | 0.13% | +823+2.2% | Added |
| Carnegie Capital Asset Management, LLC | 38,378 | $3.15M | 0.11% | +5,011+15.0% | Added |
| Chilton Capital Management LLC | 38,555 | $3.16M | 0.17% | −4,191−9.8% | Reduced |
| Manchester Capital Management LLC | 38,695 | $3.17M | 0.46% | −1,219−3.1% | Reduced |
| Flagship Harbor Advisors, LLC | 38,712 | $3.18M | 0.31% | +1,135+3.0% | Added |
| Ascent Group, LLC | 38,836 | $3.19M | 0.37% | +1,433+3.8% | Added |
| Prestige Wealth Management Group LLC | 38,962 | $3.20M | 0.79% | +5,862+17.7% | Added |
| Wealthspire Advisors, LLC | 39,020 | $3.20M | 0.07% | −14,151−26.6% | Reduced |
| Allen Investment Management LLC | 39,038 | $3.20M | 0.04% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 39,160 | $3.21M | 0.12% | +17,657+82.1% | Added |
| Cox Capital Mgt LLC | 39,298 | $3.22M | 2.03% | +26+0.1% | Added |
| Glassy Mountain Advisors, Inc. | 39,304 | $3.23M | 1.66% | +4,151+11.8% | Added |
| Alpha Omega Wealth Management LLC | 39,386 | $3.23M | 0.51% | −222−0.6% | Reduced |
| Pensionfund Sabic | 39,500 | $3.24M | 0.81% | −11,000−21.8% | Reduced |
| Moneta Group Investment Advisors LLC | 39,500 | $3.24M | 0.13% | +578+1.5% | Added |
| Palouse Capital Management, Inc. | 39,517 | $3.24M | 1.43% | +56+0.1% | Added |
| Shepherd Financial Partners LLC | 39,522 | $3.24M | 0.58% | +8,805+28.7% | Added |
| Cutler Group LP | 39,566 | $3.25M | 0.30% | +35,602+898.1% | Added |
| Alaska Permanent Fund Corp | 39,577 | $3.25M | 0.05% | +80+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 39,353 | $3.25M | 0.89% | −134−0.3% | Reduced |
| Sand Hill Global Advisors, LLC | 39,667 | $3.25M | 0.18% | +3,088+8.4% | Added |
| Iowa State Bank | 39,726 | $3.26M | 0.76% | −2,918−6.8% | Reduced |
| Leelyn Smith, LLC | 40,157 | $3.29M | 0.86% | +3,627+9.9% | Added |
| Souders Financial Advisors | 40,205 | $3.30M | 0.95% | +40,205 | New |
| IBM Retirement Fund | 40,416 | $3.32M | 0.47% | −1,780−4.2% | Reduced |
| BKD Wealth Advisors, LLC | 40,475 | $3.32M | 0.14% | +3,322+8.9% | Added |
| Texas Yale Capital Corp. | 40,553 | $3.33M | 0.18% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 40,592 | $3.33M | 0.68% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 40,678 | $3.34M | 0.73% | +3,031+8.1% | Added |
| First National Bank & Trust Co of Newtown | 40,756 | $3.34M | 0.68% | −357−0.9% | Reduced |
| Chatham Capital Group, Inc. | 40,843 | $3.35M | 0.65% | +110+0.3% | Added |
| Elgethun Capital Management | 40,940 | $3.36M | 1.14% | +445+1.1% | Added |
| Money Concepts Capital Corp | 40,939 | $3.36M | 0.19% | +10,998+36.7% | Added |
| OPSEU Pension Plan Trust Fund | 40,950 | $3.36M | 0.80% | −1,842−4.3% | Reduced |