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 |
|---|---|---|---|---|---|
| M. Kulyk & Associates, LLC | 3,100 | $254.0K | 0.07% | −1,390−31.0% | Reduced |
| Financial Advisors, LLC | 3,092 | $254.0K | 0.08% | −409−11.7% | Reduced |
| Rosenbaum Jay D. | 3,100 | $254.0K | 0.40% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 3,101 | $254.0K | 0.07% | +207+7.2% | Added |
| Cahaba Wealth Management, Inc. | 2,873 | $254.0K | 0.03% | +194+7.2% | Added |
| Ballew Advisors, Inc | 2,945 | $254.0K | 0.19% | +2,945 | New |
| Morris Financial Concepts, Inc. | 3,105 | $255.0K | 0.21% | +110+3.7% | Added |
| Riverstone Advisors, LLC | 3,109 | $255.0K | 0.13% | +3,109 | New |
| Chapman Investment Management, LLC | 3,126 | $256.0K | 0.14% | −4,861−60.9% | Reduced |
| Echo45 Advisors LLC | 3,115 | $256.0K | 0.20% | −643−17.1% | Reduced |
| Financial Management Professionals, Inc. | 3,123 | $256.0K | 0.06% | +123+4.1% | Added |
| Horan Securities, Inc. | 3,124 | $256.0K | 0.15% | +171+5.8% | Added |
| Guild Investment Management, Inc. | 3,132 | $257.0K | 0.26% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,142 | $258.0K | 0.10% | −108−3.3% | Reduced |
| Advanced Asset Management Advisors Inc | 3,147 | $258.0K | 0.06% | −32−1.0% | Reduced |
| Tradewinds Capital Management, LLC | 3,143 | $258.0K | 0.04% | −23−0.7% | Reduced |
| RBA Wealth Management, LLC | 3,153 | $259.0K | 0.12% | −10.0% | Reduced |
| Private Ocean, LLC | 3,178 | $261.0K | 0.03% | −2,423−43.3% | Reduced |
| Chickasaw Capital Management LLC | 3,183 | $261.0K | 0.01% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 3,152 | $261.0K | 0.05% | +555+21.4% | Added |
| Bordeaux Wealth Advisors LLC | 3,187 | $261.0K | 0.14% | +563+21.5% | Added |
| Freedom Day Solutions, LLC | 3,188 | $262.0K | 0.11% | −3,013−48.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,203 | $263.0K | 0.02% | −913−22.2% | Reduced |
| Tortoise Investment Management, LLC | 3,206 | $263.0K | 0.05% | −40−1.2% | Reduced |
| Trilogy Capital Inc. | 3,208 | $263.0K | 0.02% | +3,208 | New |
| Bell Bank | 3,218 | $264.0K | 0.03% | −48−1.5% | Reduced |
| Sadoff Investment Management LLC | 3,220 | $264.0K | 0.02% | −42−1.3% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 3,223 | $264.0K | 0.12% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 3,224 | $265.0K | 0.00% | −59−1.8% | Reduced |
| Bell Rock Capital LLC | 3,094 | $265.0K | 0.25% | +68+2.2% | Added |
| Cordatus Wealth Management LLC | 3,224 | $265.0K | 0.09% | +298+10.2% | Added |
| Hurlow Wealth Management Group, Inc. | 3,244 | $266.0K | 0.16% | −530−14.0% | Reduced |
| Anfield Capital Management, LLC | 3,240 | $266.0K | 0.10% | +3,240 | New |
| Santori & Peters | 3,248 | $266.0K | 0.15% | +3,248 | New |
| Bulltick Wealth Management, LLC | 3,219 | $266.2K | 0.06% | +3,219 | New |
| Kozak & Associates, Inc. | 3,430 | $267.0K | 0.17% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,258 | $267.0K | 0.03% | +506+18.4% | Added |
| Lee Financial Co | 3,248 | $267.0K | 0.05% | +1,738+115.1% | Added |
| Fermata Advisors, LLC | 3,261 | $268.0K | 0.10% | −140−4.1% | Reduced |
| Montz Harcus Wealth Management LLC | 3,265 | $268.0K | 0.24% | −48−1.4% | Reduced |
| Lockerman Financial Group, Inc. | 3,271 | $268.0K | 0.72% | −27−0.8% | Reduced |
| Rosenberg Matthew Hamilton | 3,283 | $269.0K | 0.09% | +682+26.2% | Added |
| Pasadena Private Wealth, LLC | 3,295 | $270.0K | 0.09% | −449−12.0% | Reduced |
| Bank of Stockton | 3,295 | $270.0K | 0.08% | −220−6.3% | Reduced |
| Merriman Wealth Management, LLC | 3,295 | $270.0K | 0.02% | +10+0.3% | Added |
| Sage Private Wealth Group, LLC | 3,289 | $270.0K | 0.26% | +551+20.1% | Added |
| Deuterium Capital Management, LLC | 3,294 | $270.0K | 0.35% | +3,294 | New |
| Bowen Hanes & Co Inc | 3,309 | $272.0K | 0.01% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 3,316 | $272.0K | 0.05% | +131+4.1% | Added |
| LWM Advisory Services, LLC | 3,297 | $272.0K | 0.34% | +317+10.6% | Added |
| C M Bidwell & Associates Ltd | 3,330 | $273.0K | 0.18% | +3,330 | New |
| Carolinas Wealth Consulting LLC | 3,312 | $274.0K | 0.06% | −2−0.1% | Reduced |
| Center For Asset Management LLC | 3,340 | $274.0K | 0.21% | +398+13.5% | Added |
| Sara-Bay Financial | 3,347 | $275.0K | 0.11% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 3,155 | $275.0K | 0.06% | +3,155 | New |
| Cedrus LLC | 3,354 | $275.2K | 0.25% | +241+7.7% | Added |
| Tarbox Family Office, Inc. | 3,359 | $276.0K | 0.06% | −483−12.6% | Reduced |
| Prosperity Consulting Group, LLC | 3,367 | $276.0K | 0.20% | −19−0.6% | Reduced |
| Sierra Capital LLC | 3,369 | $276.0K | 0.04% | +88+2.7% | Added |
| Greenline Partners, LLC | 3,379 | $277.0K | 0.05% | −1,799−34.7% | Reduced |
| Perennial Advisors, LLC | 3,374 | $277.0K | 0.07% | −200−5.6% | Reduced |
| Capital City Trust Co | 3,376 | $277.0K | 0.08% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,380 | $277.0K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3,393 | $278.0K | 0.20% | 00.0% | Unchanged |
| MTM Financial Group, LLC | 3,389 | $278.1K | 0.29% | +3,389 | New |
| Bluesphere Advisors, LLC | 3,404 | $279.0K | 0.24% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 3,390 | $280.0K | 0.07% | −159−4.5% | Reduced |
| Payden & Rygel | 3,410 | $280.0K | 0.01% | 00.0% | Unchanged |
| Next Capital Management LLC | 3,412 | $280.0K | 0.19% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 3,418 | $280.0K | 0.03% | +805+30.8% | Added |
| Goepper Burkhardt LLC | 3,430 | $281.0K | 0.17% | +228+7.1% | Added |
| Walkner Condon Financial Advisors LLC | 3,421 | $281.0K | 0.08% | +3,421 | New |
| One Charles Private Wealth Services, LLC | 3,434 | $282.0K | 0.18% | +45+1.3% | Added |
| AXS Investments LLC | 3,447 | $283.0K | 0.11% | −2,320−40.2% | Reduced |
| Taurus Asset Management, LLC | 3,453 | $283.0K | 0.03% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 3,455 | $283.0K | 0.08% | +12+0.3% | Added |
| Archetype Wealth Partners | 3,456 | $284.0K | 0.07% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 3,462 | $284.0K | 0.05% | +373+12.1% | Added |
| Benin Management CORP | 3,473 | $285.0K | 0.09% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 3,470 | $285.0K | 0.06% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 3,490 | $286.0K | 0.09% | 00.0% | Unchanged |
| Adams Chetwood Wealth Management LLC | 3,481 | $286.0K | 0.16% | +27+0.8% | Added |
| ETF Store, Inc. | 3,397 | $287.0K | 0.23% | +20+0.6% | Added |
| Fundamentun, LLC | 3,494 | $287.0K | 0.05% | +191+5.8% | Added |
| Mayfair Advisory Group, LLC | 3,437 | $287.0K | 0.37% | +348+11.3% | Added |
| DGS Capital Management, LLC | 3,494 | $287.0K | 0.18% | +528+17.8% | Added |
| Eads & Heald Wealth Management | 3,507 | $288.0K | 0.13% | −5,939−62.9% | Reduced |
| McLean Asset Management Corp | 3,507 | $288.0K | 0.21% | +86+2.5% | Added |
| Bogart Wealth, LLC | 3,518 | $289.0K | 0.02% | −122−3.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,527 | $289.0K | 0.21% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,535 | $290.0K | 0.17% | 00.0% | Unchanged |
| Avestar Capital, LLC | 3,507 | $290.0K | 0.05% | +589+20.2% | Added |
| Bryant Woods Investment Advisors, LLC | 3,529 | $290.0K | 0.23% | +3,529 | New |
| Smith Shellnut Wilson LLC | 3,549 | $291.0K | 0.15% | −1,148−24.4% | Reduced |
| Horizon Investment Services, LLC | 3,541 | $291.0K | 0.15% | +12+0.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,541 | $291.0K | 0.23% | +139+4.1% | Added |
| First Personal Financial Services | 3,558 | $292.0K | 0.07% | −1,621−31.3% | Reduced |
| Beacon Financial Strategies CORP | 3,567 | $292.7K | 0.25% | −221−5.8% | Reduced |
| Rollins Financial | 3,576 | $293.0K | 0.09% | −1,248−25.9% | Reduced |
| Eagle Ridge Investment Management | 3,574 | $293.0K | 0.03% | 00.0% | Unchanged |