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 |
|---|---|---|---|---|---|
| IndexIQ Advisors LLC | 50,253 | $4.12M | 0.15% | +2,500+5.2% | Added |
| Cornercap Investment Counsel Inc | 50,388 | $4.13M | 0.46% | +2,854+6.0% | Added |
| Nixon Peabody Trust Co | 50,449 | $4.14M | 1.42% | −2,325−4.4% | Reduced |
| Western Wealth Management, LLC | 50,726 | $4.16M | 0.20% | +23,394+85.6% | Added |
| Old North State Wealth Management, LLC | 50,684 | $4.16M | 4.16% | +299+0.6% | Added |
| Wendell David Associates Inc | 50,814 | $4.17M | 0.46% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 50,874 | $4.17M | 0.23% | +100.0% | Added |
| Private Trust Co NA | 50,903 | $4.18M | 0.65% | +8,431+19.9% | Added |
| CCLA Investment Management Ltd | 50,947 | $4.18M | 0.08% | +14,291+39.0% | Added |
| Arden Trust Co | 51,107 | $4.19M | 0.82% | −2,734−5.1% | Reduced |
| Stratos Wealth Advisors, LLC | 51,281 | $4.21M | 0.34% | +1,269+2.5% | Added |
| North Star Investment Management Corp. | 51,361 | $4.21M | 0.33% | +130.0% | Added |
| ESG Planning | 51,363 | $4.21M | 3.91% | +51,363 | New |
| SS&H Financial Advisors, Inc. | 51,367 | $4.21M | 1.65% | +51,367 | New |
| Stokes Capital Advisors, LLC | 51,611 | $4.24M | 1.23% | +2,964+6.1% | Added |
| Community Bank & Trust, Waco, Texas | 51,963 | $4.26M | 1.22% | +533+1.0% | Added |
| Cullinan Associates Inc | 51,983 | $4.26M | 0.22% | +9,460+22.2% | Added |
| HighTower Trust Services, LTA | 52,035 | $4.27M | 0.41% | +950+1.9% | Added |
| Alps Advisors Inc | 52,450 | $4.30M | 0.05% | −120−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 52,512 | $4.31M | 0.29% | +2,523+5.0% | Added |
| Roundview Capital LLC | 52,541 | $4.31M | 0.44% | −60−0.1% | Reduced |
| Fortem Financial Group, LLC | 53,384 | $4.38M | 1.92% | +24,102+82.3% | Added |
| Jackson Hole Capital Partners, LLC | 53,450 | $4.39M | 1.26% | +6,341+13.5% | Added |
| Kempner Capital Management Inc. | 53,506 | $4.39M | 2.40% | +115+0.2% | Added |
| Edgestream Partners, L.P. | 53,582 | $4.40M | 0.35% | −36,707−40.7% | Reduced |
| Fishman Jay A Ltd | 53,686 | $4.40M | 0.49% | −900−1.6% | Reduced |
| Red Spruce Capital, LLC | 53,778 | $4.41M | 2.50% | +1,991+3.8% | Added |
| Ipswich Investment Management Co., Inc. | 53,992 | $4.43M | 1.10% | +1,065+2.0% | Added |
| Madison Asset Management, LLC | 54,098 | $4.44M | 0.06% | −5,561−9.3% | Reduced |
| Balentine LLC | 54,134 | $4.44M | 0.15% | +30,714+131.1% | Added |
| Newman Dignan & Sheerar, Inc. | 54,147 | $4.44M | 1.40% | +44+0.1% | Added |
| Chemung Canal Trust Co | 54,165 | $4.44M | 0.86% | −8,698−13.8% | Reduced |
| Independent Advisor Alliance | 54,242 | $4.45M | 0.21% | +444+0.8% | Added |
| Investment Management of Virginia LLC | 54,380 | $4.46M | 0.78% | +865+1.6% | Added |
| HRT Financial LP | 54,861 | $4.50M | 0.03% | +54,861 | New |
| Jackson Wealth Management, LLC | 54,943 | $4.51M | 0.63% | −548−1.0% | Reduced |
| TrinityPoint Wealth, LLC | 55,069 | $4.52M | 0.82% | −509−0.9% | Reduced |
| Caldwell Trust Co | 55,139 | $4.52M | 0.54% | +535+1.0% | Added |
| Fort Sheridan Advisors LLC | 55,406 | $4.55M | 1.33% | +2,692+5.1% | Added |
| Montgomery Investment Management Inc | 55,532 | $4.56M | 1.56% | −300−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 55,733 | $4.57M | 0.14% | +2,830+5.3% | Added |
| Cypress Capital Group | 55,903 | $4.59M | 0.57% | +672+1.2% | Added |
| Equitable Trust Co | 55,911 | $4.59M | 0.29% | +4,655+9.1% | Added |
| Boston Family Office LLC | 55,953 | $4.59M | 0.33% | +756+1.4% | Added |
| Heritage Trust Co | 55,985 | $4.59M | 0.65% | +1,393+2.6% | Added |
| Shorepoint Capital Partners LLC | 56,086 | $4.60M | 1.92% | −749−1.3% | Reduced |
| MainStreet Investment Advisors LLC | 56,087 | $4.60M | 0.43% | −149−0.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 56,151 | $4.61M | 0.56% | −46,639−45.4% | Reduced |
| Choate Investment Advisors | 56,318 | $4.62M | 0.25% | −829−1.5% | Reduced |
| Lavaca Capital LLC | 56,386 | $4.63M | 1.98% | −48,696−46.3% | Reduced |
| Ziegler Capital Management, LLC | 56,380 | $4.63M | 0.20% | −29,857−34.6% | Reduced |
| HBK Sorce Advisory LLC | 56,418 | $4.63M | 0.25% | −4,113−6.8% | Reduced |
| Murphy Capital Management Inc | 56,661 | $4.65M | 0.54% | −333−0.6% | Reduced |
| Greenleaf Trust | 56,736 | $4.66M | 0.06% | +1,668+3.0% | Added |
| Richard Bernstein Advisors LLC | 56,828 | $4.66M | 0.09% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 56,876 | $4.67M | 0.22% | +18,589+48.6% | Added |
| Jacobi Capital Management LLC | 57,198 | $4.69M | 0.56% | +319+0.6% | Added |
| Bridges Investment Management Inc | 57,337 | $4.71M | 0.15% | −2,658−4.4% | Reduced |
| Stevens Capital Management LP | 57,367 | $4.71M | 1.03% | +47,443+478.1% | Added |
| Sectoral Asset Management Inc | 57,750 | $4.74M | 0.84% | +7,500+14.9% | Added |
| Chesley Taft & Associates LLC | 55,600 | $4.76M | 0.28% | −6,230−10.1% | Reduced |
| Wisconsin Capital Management LLC | 58,134 | $4.77M | 2.30% | −8,000−12.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 58,136 | $4.77M | 3.16% | −724−1.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 58,329 | $4.79M | 2.85% | +1,450+2.5% | Added |
| Birmingham Capital Management Co Inc | 58,899 | $4.83M | 1.68% | −1,270−2.1% | Reduced |
| MMBG Investment Advisors Co. | 59,224 | $4.86M | 0.51% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 59,271 | $4.86M | 2.36% | −444−0.7% | Reduced |
| Apollon Wealth Management, LLC | 59,319 | $4.87M | 0.35% | −1,530−2.5% | Reduced |
| ExodusPoint Capital Management, LP | 59,586 | $4.89M | 0.07% | +29,849+100.4% | Added |
| Carolina Wealth Advisors, LLC | 59,932 | $4.92M | 3.11% | +1,220+2.1% | Added |
| Fosun International Ltd | 59,965 | $4.92M | 0.42% | −68,060−53.2% | Reduced |
| Mairs & Power Inc | 60,145 | $4.93M | 0.05% | −3,357−5.3% | Reduced |
| Sepio Capital, LP | 60,191 | $4.94M | 0.43% | +43+0.1% | Added |
| We Are One Seven, LLC | 60,337 | $4.95M | 0.53% | +2,460+4.3% | Added |
| NewSquare Capital LLC | 60,463 | $4.96M | 0.53% | +58,814+3,566.6% | Added |
| Berkshire Bank | 60,513 | $4.96M | 1.18% | −203−0.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 60,587 | $4.97M | 0.52% | +296+0.5% | Added |
| FRG Family Wealth Advisors LLC | 60,807 | $4.99M | 0.97% | +3,970+7.0% | Added |
| NBT Bank N A | 61,158 | $5.02M | 0.67% | −1,312−2.1% | Reduced |
| Chicago Trust Co NA | 61,354 | $5.03M | 1.08% | −3,273−5.1% | Reduced |
| Rench Wealth Management, Inc. | 61,397 | $5.04M | 2.29% | −2,631−4.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 61,420 | $5.04M | 0.73% | −2,505−3.9% | Reduced |
| Rothschild Capital Partners, LLC | 61,453 | $5.04M | 1.77% | −2,367−3.7% | Reduced |
| Profund Advisors LLC | 61,661 | $5.06M | 0.21% | −6,579−9.6% | Reduced |
| Kingsview Wealth Management, LLC | 61,999 | $5.09M | 0.22% | +1,591+2.6% | Added |
| Regent Investment Management LLC | 62,157 | $5.10M | 1.18% | −618−1.0% | Reduced |
| Capital Counsel LLC | 62,183 | $5.10M | 0.24% | −50−0.1% | Reduced |
| Royal Fund Management, LLC | 62,212 | $5.10M | 0.75% | −1,768−2.8% | Reduced |
| Northeast Investment Management | 62,297 | $5.11M | 0.27% | −1,133−1.8% | Reduced |
| Barbara Oil Co. | 62,295 | $5.11M | 2.34% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 62,551 | $5.13M | 0.51% | −1,461−2.3% | Reduced |
| Boston Research & Management Inc | 62,564 | $5.13M | 1.49% | −510−0.8% | Reduced |
| Bank Ozk | 62,689 | $5.14M | 2.20% | −652−1.0% | Reduced |
| Covenant Asset Management, LLC | 62,811 | $5.15M | 1.55% | −100−0.2% | Reduced |
| Capital Analysts, LLC | 62,999 | $5.17M | 0.33% | +1,137+1.8% | Added |
| SeaCrest Wealth Management, LLC | 63,230 | $5.19M | 0.60% | +2,411+4.0% | Added |
| Hedeker Wealth, LLC | 63,397 | $5.20M | 1.58% | +63,397 | New |
| Martin Capital Partners, LLC | 63,429 | $5.20M | 2.38% | +5,514+9.5% | Added |
| Narwhal Capital Management | 63,585 | $5.22M | 0.61% | −5,543−8.0% | Reduced |
| Ashford Capital Management Inc | 63,583 | $5.22M | 0.56% | +9,883+18.4% | Added |