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 | 3,813 | $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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 4,214 | $346.0K | 0.04% | −149−3.4% | Reduced |
| United Capital Management of KS, Inc. | 4,226 | $347.0K | 0.13% | +1,224+40.8% | Added |
| WFA of San Diego, LLC | 4,243 | $348.0K | 0.26% | −18−0.4% | Reduced |
| Oxbow Advisors, LLC | 4,265 | $350.0K | 0.04% | −119,887−96.6% | Reduced |
| X-Square Capital, LLC | 4,265 | $350.0K | 0.18% | −25−0.6% | Reduced |
| Howard Wealth Management, LLC | 4,266 | $350.0K | 0.19% | 00.0% | Unchanged |
| McAdam, LLC | 4,274 | $351.0K | 0.03% | −78−1.8% | Reduced |
| Verus Financial Partners, Inc. | 4,106 | $352.0K | 0.05% | −1,304−24.1% | Reduced |
| Veracity Capital LLC | 4,286 | $352.0K | 0.15% | −401−8.6% | Reduced |
| Northwest Investment Counselors, LLC | 4,296 | $352.0K | 0.09% | +151+3.6% | Added |
| Penbrook Management LLC | 4,300 | $353.0K | 0.23% | +4,300 | New |
| Blue Barn Wealth, LLC | 4,302 | $353.0K | 0.24% | +4,302 | New |
| Fortis Advisors, LLC | 4,319 | $354.0K | 0.19% | 00.0% | Unchanged |
| Firestone Capital Management | 4,309 | $354.0K | 0.12% | 00.0% | Unchanged |
| Asset Management Group, Inc. | 4,317 | $354.0K | 0.07% | +32+0.7% | Added |
| Quent Capital, LLC | 4,332 | $355.0K | 0.07% | −3,508−44.7% | Reduced |
| Apella Capital, LLC | 4,331 | $355.0K | 0.05% | +84+2.0% | Added |
| Taylor Wealth Management Partners | 4,343 | $356.0K | 0.14% | −350−7.5% | Reduced |
| Family Management Corp | 4,334 | $356.0K | 0.10% | +363+9.1% | Added |
| Grandview Asset Management LLC | 4,350 | $357.0K | 0.15% | −205−4.5% | Reduced |
| Crew Capital Management, Ltd. | 4,345 | $357.0K | 0.34% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,330 | $358.0K | 0.02% | −19,082−81.5% | Reduced |
| Parisi Gray Wealth Management | 4,368 | $358.0K | 0.15% | −24−0.5% | Reduced |
| Schrum Private Wealth Management LLC | 4,309 | $358.0K | 0.36% | +145+3.5% | Added |
| SRS Capital Advisors, Inc. | 4,376 | $359.0K | 0.05% | −475−9.8% | Reduced |
| Cardinal Strategic Wealth Guidance | 4,385 | $360.0K | 0.17% | −524−10.7% | Reduced |
| Cottage Street Advisors LLC | 4,386 | $360.0K | 0.21% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4,390 | $360.0K | 0.19% | +825+23.1% | Added |
| Lloyd Advisory Services, LLC. | 4,393 | $360.0K | 0.17% | +1,127+34.5% | Added |
| Cornerstone Wealth Group, LLC | 4,399 | $361.0K | 0.07% | −1,384−23.9% | Reduced |
| Kowal Investment Group, LLC | 4,419 | $363.0K | 0.11% | +979+28.5% | Added |
| Objective Capital Management, LLC | 4,450 | $365.0K | 0.28% | −84−1.9% | Reduced |
| Spectrum Management Group, LLC | 4,450 | $365.0K | 0.06% | +500+12.7% | Added |
| Shilanski & Associates, Inc. | 4,451 | $366.0K | 0.15% | −225−4.8% | Reduced |
| First Affirmative Financial Network | 4,463 | $366.0K | 0.35% | −3−0.1% | Reduced |
| Levin Capital Strategies, L.P. | 4,485 | $368.0K | 0.04% | −2,000−30.8% | Reduced |
| Transform Wealth, LLC | 4,480 | $368.0K | 0.04% | −1,131−20.2% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 4,496 | $369.0K | 0.07% | +6+0.1% | Added |
| Financial Strategies Group, Inc. | 4,504 | $370.0K | 0.15% | −392−8.0% | Reduced |
| 360 Financial, Inc. | 4,438 | $371.0K | 0.18% | −217−4.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 4,524 | $371.0K | 0.03% | −115−2.5% | Reduced |
| Antonetti Capital Management LLC | 4,531 | $372.0K | 0.35% | −700−13.4% | Reduced |
| First International Bank & Trust | 4,558 | $374.0K | 0.13% | +321+7.6% | Added |
| DSC Advisors, L.P. | 4,560 | $374.0K | 0.30% | +4,560 | New |
| Element Wealth, LLC | 4,567 | $375.0K | 0.30% | +481+11.8% | Added |
| Liberty Capital Management, Inc. | 4,598 | $377.0K | 0.11% | 00.0% | Unchanged |
| Davidson Trust Co | 4,602 | $377.0K | 0.28% | +30+0.7% | Added |
| Dumont & Blake Investment Advisors LLC | 4,605 | $378.0K | 0.10% | −17−0.4% | Reduced |
| Smith & Howard Wealth Management, LLC | 4,608 | $378.0K | 0.16% | +22+0.5% | Added |
| Tudor Investment Corp Et Al | 4,619 | $379.0K | 0.01% | −39,080−89.4% | Reduced |
| Winning Points Advisors, LLC | 4,621 | $379.0K | 0.29% | −3,448−42.7% | Reduced |
| Tiedemann Advisors, LLC | 4,581 | $379.0K | 0.02% | −555−10.8% | Reduced |
| Sax Wealth Advisors, LLC | 4,637 | $380.0K | 0.09% | −3,494−43.0% | Reduced |
| Wedge Capital Management L L P | 4,632 | $380.0K | 0.01% | −138−2.9% | Reduced |
| Wambolt & Associates, LLC | 4,555 | $380.0K | 0.14% | +73+1.6% | Added |
| Laurel Wealth Advisors LLC | 4,643 | $381.0K | 0.08% | +30+0.7% | Added |
| Bristlecone Advisors, LLC | 4,642 | $381.0K | 0.05% | +4,642 | New |
| Reynolds Investment Management, Inc. | 4,647 | $381.0K | 0.11% | +4,647 | New |
| Osterweis Capital Management Inc | 4,650 | $382.0K | 0.02% | −428−8.4% | Reduced |
| Symphony Financial, Ltd. Co. | 4,405 | $382.0K | 0.09% | +1,165+36.0% | Added |
| Condor Capital Management | 4,676 | $384.0K | 0.04% | −445−8.7% | Reduced |
| Neumann Capital Management, LLC | 4,682 | $384.0K | 0.16% | +125+2.7% | Added |
| Foundations Investment Advisors, LLC | 4,424 | $384.0K | 0.01% | +302+7.3% | Added |
| United Bank | 4,698 | $385.0K | 0.05% | −30−0.6% | Reduced |
| UMA Financial Services, Inc. | 4,345 | $385.0K | 0.10% | +60+1.4% | Added |
| Freedman Financial Associates, Inc. | 4,618 | $386.0K | 0.27% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,677 | $387.0K | 0.17% | −2,136−31.4% | Reduced |
| Opal Wealth Advisors, LLC | 4,717 | $387.0K | 0.34% | −471−9.1% | Reduced |
| Cardiff Park Advisors, LLC | 4,723 | $388.0K | 0.05% | +68+1.5% | Added |
| Ignite Planners, LLC | 4,582 | $388.0K | 0.26% | +462+11.2% | Added |
| Aspen Investment Management Inc | 4,742 | $389.0K | 0.20% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 4,744 | $389.0K | 0.16% | +66+1.4% | Added |
| Flynn Zito Capital Management, LLC | 4,750 | $390.0K | 0.33% | +643+15.7% | Added |
| Ballast Advisors LLC | 4,777 | $392.0K | 0.15% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,794 | $393.0K | 0.05% | −3,222−40.2% | Reduced |
| Close Asset Management Ltd | 5,129 | $393.0K | 0.01% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,805 | $394.0K | 0.25% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,826 | $395.0K | 0.04% | −2,109−30.4% | Reduced |
| McDaniel Terry & Co | 4,820 | $395.0K | 0.04% | −1,396−22.5% | Reduced |
| NTB Financial Corp | 4,810 | $395.0K | 0.28% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 4,828 | $396.0K | 0.43% | +1,414+41.4% | Added |
| Gagnon Securities LLC | 4,861 | $399.0K | 0.07% | +298+6.5% | Added |
| Millennium Capital Advisors, LLC | 4,868 | $399.4K | 0.32% | +700+16.8% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,886 | $400.0K | 0.09% | +59+1.2% | Added |
| HGK Asset Management Inc | 4,890 | $401.0K | 0.13% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 4,892 | $401.0K | 0.08% | +96+2.0% | Added |
| Greatmark Investment Partners, Inc. | 4,888 | $401.0K | 0.07% | +100+2.1% | Added |
| Bluefin Capital Management, LLC | 4,900 | $402.0K | 0.07% | −14,928−75.3% | Reduced |
| Lincoln Capital LLC | 4,912 | $403.0K | 0.09% | 00.0% | Unchanged |
| Schubert & Co | 4,939 | $405.0K | 0.44% | +7+0.1% | Added |
| Meridian Investment Counsel Inc. | 4,950 | $406.0K | 0.14% | −795−13.8% | Reduced |
| Aire Advisors, LLC | 4,959 | $407.0K | 0.15% | −724−12.7% | Reduced |
| Roble, Belko & Company, Inc | 4,964 | $407.0K | 0.08% | −79−1.6% | Reduced |
| JT Stratford LLC | 4,969 | $408.0K | 0.12% | −1,161−18.9% | Reduced |
| Coerente Capital Management | 4,981 | $408.0K | 0.08% | −1,154−18.8% | Reduced |
| Maxele Advisors, LLC | 4,981 | $408.7K | 0.51% | +10.0% | Added |
| CSS LLC | 5,000 | $410.0K | 0.02% | −2,000−28.6% | Reduced |
| Hunter Associates Investment Management LLC | 5,000 | $410.0K | 0.13% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,003 | $410.0K | 0.25% | +773+18.3% | Added |
| Black Diamond Financial, LLC | 4,997 | $410.0K | 0.13% | +4,997 | New |