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
- 2,962
- +85 vs. Q4 2021
- Shares held
- 1.85B
- +21.4K (0.0%) vs. Q4 2021
- Total value
- $152.1B
- +$10.0B (+7.1%) vs. Q4 2021
- New holders
- 188
- 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 | 3,502 | $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 |
|---|---|---|---|---|---|
| Waypoint Capital Advisors, LLC | 2,577 | $210.0K | 0.12% | +2,577 | New |
| Waterfront Wealth Inc. | 2,427 | $211.0K | 0.07% | −390−13.8% | Reduced |
| Financial Connections Group, Inc. | 2,593 | $212.0K | 0.21% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 2,579 | $212.0K | 0.06% | +2,579 | New |
| PAX Financial Group, LLC | 2,584 | $212.0K | 0.05% | +2,584 | New |
| Pegasus Partners Ltd. | 2,597 | $213.0K | 0.04% | +2,597 | New |
| Kohmann Bosshard Financial Services, LLC | 2,598 | $213.0K | 0.04% | +2,598 | New |
| NWK Group, Inc. | 2,600 | $213.0K | 0.11% | +2,600 | New |
| Valicenti Advisory Services Inc | 2,606 | $214.0K | 0.06% | +2,606 | New |
| Security National Bank of So Dak | 2,616 | $215.0K | 0.15% | −460−15.0% | Reduced |
| HM Capital Management, LLC | 2,622 | $215.0K | 0.08% | −125−4.6% | Reduced |
| Caxton Associates LP | 2,621 | $215.0K | 0.02% | +2,621 | New |
| Coastal Capital Group, Inc. | 2,633 | $216.0K | 0.05% | −71−2.6% | Reduced |
| Tamar Securities, LLC | 2,634 | $216.0K | 0.06% | +2,634 | New |
| Gateway Advisory, LLC | 2,649 | $217.0K | 0.06% | +2,649 | New |
| Towerpoint Wealth, LLC | 2,662 | $218.0K | 0.11% | +24+0.9% | Added |
| Triad Investment Management | 2,675 | $219.0K | 0.21% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 2,666 | $219.0K | 0.05% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,592 | $219.0K | 0.16% | +338+15.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,684 | $220.0K | 0.17% | −1,100−29.1% | Reduced |
| Private Capital Management LLC | 2,682 | $220.0K | 0.07% | −497−15.6% | Reduced |
| Arbor Investment Advisors, LLC | 2,682 | $220.0K | 0.04% | −149−5.3% | Reduced |
| TD Capital Management LLC | 2,687 | $220.0K | 0.03% | −103−3.7% | Reduced |
| McCollum Christoferson Group LLC | 2,680 | $220.0K | 0.05% | −40−1.5% | Reduced |
| Mattern Capital Management, LLC | 2,683 | $220.0K | 0.04% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,679 | $220.0K | 0.11% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,684 | $220.0K | 0.06% | +318+13.4% | Added |
| Oarsman Capital, Inc. | 2,682 | $220.0K | 0.09% | +2,682 | New |
| MQS Management LLC | 2,693 | $221.0K | 0.18% | −816−23.3% | Reduced |
| Claris Advisors, LLC | 2,697 | $221.0K | 0.24% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,698 | $221.0K | 0.18% | +2,698 | New |
| Consolidated Planning Corp | 2,708 | $222.0K | 0.15% | −2−0.1% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,707 | $222.0K | 0.26% | +23+0.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 2,900 | $223.0K | 0.02% | −150−4.9% | Reduced |
| Randolph Co Inc | 2,726 | $224.0K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,740 | $225.0K | 0.05% | +2,740 | New |
| Advus Financial Partners, LLC | 2,753 | $225.9K | 0.12% | +2,753 | New |
| Osborne Partners Capital Management, LLC | 2,753 | $226.0K | 0.02% | −48−1.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,766 | $227.0K | 0.11% | +590+27.1% | Added |
| Advisors Management Group Inc | 2,779 | $228.0K | 0.08% | +2,779 | New |
| Harvey Capital Management Inc | 2,800 | $229.0K | 0.07% | −38,585−93.2% | Reduced |
| Armstrong Henry H Associates Inc | 2,795 | $229.0K | 0.02% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 2,796 | $229.0K | 0.18% | +2,796 | New |
| TriaGen Wealth Management LLC | 2,818 | $231.0K | 0.12% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,813 | $231.0K | 0.21% | +30+1.1% | Added |
| WealthBridge Capital Management, LLC | 2,810 | $231.0K | 0.09% | +2,810 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 2,823 | $232.0K | 0.08% | −3,544−55.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 2,830 | $232.0K | 0.09% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 2,832 | $232.0K | 0.19% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 2,830 | $232.0K | 0.13% | +2,830 | New |
| Grant Street Asset Management, Inc. | 2,856 | $234.0K | 0.13% | −399−12.3% | Reduced |
| Spinnaker Investment Group, LLC | 2,867 | $234.0K | 0.08% | 00.0% | Unchanged |
| Campbell Wealth Management | 2,862 | $235.0K | 0.03% | −81−2.8% | Reduced |
| Mount Vernon Associates Inc | 2,870 | $235.0K | 0.23% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,860 | $235.0K | 0.19% | +39+1.4% | Added |
| Financial Council Asset Management Inc | 2,873 | $236.0K | 0.29% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 2,872 | $236.0K | 0.14% | +73+2.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,893 | $237.0K | 0.12% | −500−14.7% | Reduced |
| Triad Financial Advisors, Inc. | 2,894 | $237.0K | 0.13% | −294−9.2% | Reduced |
| Itau Unibanco Holding S.A. | 2,891 | $237.0K | 0.01% | −100−3.3% | Reduced |
| Reik & Co., LLC | 2,889 | $237.0K | 0.06% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,885 | $237.0K | 0.17% | +2+0.1% | Added |
| Selective Wealth Management, Inc. | 2,891 | $237.0K | 0.09% | +1,050+57.0% | Added |
| White Lighthouse Investment Management Inc. | 2,895 | $238.0K | 0.06% | −674−18.9% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 2,901 | $238.0K | 0.08% | +2,901 | New |
| Sloy Dahl & Holst, LLC | 2,920 | $239.0K | 0.04% | +2,920 | New |
| PFS Partners, LLC | 2,913 | $239.0K | 0.21% | +22+0.8% | Added |
| Northstar Asset Management Inc | 2,914 | $239.1K | 0.07% | −1,200−29.2% | Reduced |
| Frank, Rimerman Advisors LLC | 2,922 | $239.8K | 0.08% | +28+1.0% | Added |
| Maryland Capital Advisors Inc. | 2,930 | $240.0K | 0.21% | −138−4.5% | Reduced |
| Optas, LLC | 2,910 | $240.0K | 0.08% | +2,910 | New |
| Vantage Consulting Group Inc | 2,935 | $241.0K | 0.09% | −644−18.0% | Reduced |
| Syntax Advisors, LLC | 2,935 | $241.0K | 0.20% | −644−18.0% | Reduced |
| Montis Financial, LLC | 2,938 | $241.0K | 0.19% | −11−0.4% | Reduced |
| Marks Group Wealth Management, Inc | 2,930 | $241.0K | 0.03% | +2,930 | New |
| Birchcreek Wealth Management, LLC | 2,949 | $242.0K | 0.21% | −263−8.2% | Reduced |
| D.B. Root & Company, LLC | 2,973 | $243.0K | 0.09% | −95−3.1% | Reduced |
| Cooper/Haims Advisors, LLC | 2,956 | $243.0K | 0.16% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2,960 | $243.0K | 0.20% | +515+21.1% | Added |
| Rock Creek Group, LP | 2,972 | $244.0K | 0.03% | +31+1.1% | Added |
| Maven Securities LTD | 2,968 | $244.0K | 0.05% | +2,968 | New |
| Prelude Capital Management, LLC | 2,980 | $245.0K | 0.01% | −16,647−84.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,985 | $245.0K | 0.05% | −6,298−67.8% | Reduced |
| Diversified Portfolios, Inc. | 2,982 | $245.0K | 0.06% | −111−3.6% | Reduced |
| Carson Advisory Inc. | 2,987 | $245.0K | 0.24% | +10+0.3% | Added |
| Powers Advisory Group, LLC | 2,983 | $245.0K | 0.17% | +135+4.7% | Added |
| Robotti Robert | 3,000 | $246.0K | 0.05% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,000 | $246.0K | 0.04% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,994 | $246.0K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,022 | $247.0K | 0.05% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 3,005 | $247.0K | 0.20% | +92+3.2% | Added |
| Cooper Financial Group | 3,025 | $248.0K | 0.09% | +3,025 | New |
| Security National Bank of Sioux City Iowa | 3,038 | $249.0K | 0.19% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 3,065 | $251.0K | 0.13% | 00.0% | Unchanged |
| Petix & Botte Co | 3,064 | $251.0K | 0.08% | +3,064 | New |
| Quad-Cities Investment Group, LLC | 3,070 | $252.0K | 0.16% | +2+0.1% | Added |
| Covestor Ltd | 3,070 | $252.0K | 0.17% | +2,211+257.4% | Added |
| Oak Asset Management, LLC | 3,085 | $253.0K | 0.10% | −475−13.3% | Reduced |
| QP Wealth Management, LLC | 3,080 | $253.0K | 0.28% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 3,089 | $253.0K | 0.21% | +3,089 | New |