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, Q2 2022
Institutional positions in Merck & Co., Inc. as of Jun 30, 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
- 3,019
- +101 vs. Q1 2022
- Shares held
- 1.88B
- +43.6M (+2.4%) vs. Q1 2022
- Total value
- $171.5B
- +$20.8B (+13.8%) vs. Q1 2022
- New holders
- 183
- 1,353 more added
- Sold out
- 82
- 1,134 more reduced
43 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fosun International Ltd | 57,405 | $5.23M | 0.73% | −2,560−4.3% | Reduced |
| Sectoral Asset Management Inc | 57,750 | $5.26M | 1.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 57,843 | $5.27M | 0.24% | +50,274+664.2% | Added |
| Independent Advisor Alliance | 58,063 | $5.29M | 0.30% | +3,821+7.0% | Added |
| Winton Group Ltd | 58,124 | $5.30M | 0.28% | +31,313+116.8% | Added |
| BKD Wealth Advisors, LLC | 58,152 | $5.30M | 0.21% | +17,677+43.7% | Added |
| Rodgers Brothers Inc. | 58,200 | $5.31M | 1.05% | −24,956−30.0% | Reduced |
| Birmingham Capital Management Co Inc | 58,349 | $5.32M | 2.12% | −550−0.9% | Reduced |
| Cypress Capital Group | 58,398 | $5.32M | 0.81% | +2,495+4.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 58,493 | $5.33M | 3.67% | +164+0.3% | Added |
| Equitable Trust Co | 58,615 | $5.34M | 0.40% | +2,704+4.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 58,680 | $5.35M | 0.27% | +19,520+49.8% | Added |
| Evergreen Capital Management LLC | 58,556 | $5.37M | 0.28% | −24,755−29.7% | Reduced |
| MMBG Investment Advisors Co. | 59,224 | $5.40M | 0.67% | 00.0% | Unchanged |
| Boston Family Office LLC | 59,272 | $5.40M | 0.45% | +3,319+5.9% | Added |
| Brookfield Asset Management Inc. | 59,347 | $5.41M | 0.02% | +59,347 | New |
| Edgemoor Investment Advisors, Inc. | 59,372 | $5.41M | 0.68% | −1,215−2.0% | Reduced |
| Verdence Capital Advisors LLC | 59,630 | $5.44M | 0.70% | −8,243−12.1% | Reduced |
| Carolina Wealth Advisors, LLC | 59,772 | $5.45M | 3.60% | −160−0.3% | Reduced |
| Sepio Capital, LP | 59,864 | $5.46M | 0.55% | −327−0.5% | Reduced |
| Apollon Wealth Management, LLC | 59,914 | $5.46M | 0.45% | +595+1.0% | Added |
| Opus Investment Management Inc | 60,000 | $5.47M | 1.18% | −13,400−18.3% | Reduced |
| WBI Investments | 60,579 | $5.48M | 1.18% | −18,603−23.5% | Reduced |
| Oliver Luxxe Assets LLC | 60,316 | $5.50M | 1.63% | +60,316 | New |
| Value Partners Investments Inc. | 60,367 | $5.50M | 0.51% | −798,167−93.0% | Reduced |
| Brick & Kyle, Associates | 60,423 | $5.53M | 3.10% | +1,152+1.9% | Added |
| Bank Ozk | 60,638 | $5.53M | 2.80% | −2,051−3.3% | Reduced |
| Northern Oak Wealth Management Inc | 60,691 | $5.53M | 0.78% | +27,920+85.2% | Added |
| Berkshire Bank | 60,914 | $5.55M | 1.62% | +401+0.7% | Added |
| Rench Wealth Management, Inc. | 61,051 | $5.57M | 2.85% | −346−0.6% | Reduced |
| FRG Family Wealth Advisors LLC | 61,307 | $5.59M | 1.29% | +500+0.8% | Added |
| Rothschild Capital Partners, LLC | 61,453 | $5.60M | 2.34% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 61,505 | $5.61M | 3.19% | +50,199+444.0% | Added |
| Assetmark, Inc | 61,519 | $5.61M | 0.03% | +33,541+119.9% | Added |
| Lavaca Capital LLC | 63,092 | $5.62M | 2.83% | +6,706+11.9% | Added |
| Regent Investment Management LLC | 61,732 | $5.63M | 1.57% | −425−0.7% | Reduced |
| Hallmark Capital Management Inc | 61,742 | $5.63M | 0.53% | −3,636−5.6% | Reduced |
| Northeast Investment Management | 61,782 | $5.63M | 0.36% | −515−0.8% | Reduced |
| BLB&B Advisors, LLC | 61,842 | $5.64M | 0.45% | −3,985−6.1% | Reduced |
| Valeo Financial Advisors, LLC | 80,756 | $5.65M | 0.36% | −3,728−4.4% | Reduced |
| NBT Bank N A | 62,111 | $5.66M | 0.87% | +953+1.6% | Added |
| Capital Counsel LLC | 62,183 | $5.67M | 0.35% | 00.0% | Unchanged |
| Chicago Trust Co NA | 62,222 | $5.67M | 1.43% | +868+1.4% | Added |
| Royal Fund Management, LLC | 62,270 | $5.68M | 0.95% | +58+0.1% | Added |
| Barbara Oil Co. | 62,295 | $5.68M | 2.94% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 62,308 | $5.68M | 0.41% | +76+0.1% | Added |
| Boston Research & Management Inc | 62,394 | $5.69M | 1.84% | −170−0.3% | Reduced |
| GFS Advisors, LLC | 62,433 | $5.69M | 1.27% | −69,347−52.6% | Reduced |
| Hedeker Wealth, LLC | 62,824 | $5.69M | 1.96% | −573−0.9% | Reduced |
| Redpoint Investment Management Pty Ltd | 62,551 | $5.70M | 0.68% | 00.0% | Unchanged |
| Courier Capital LLC | 62,656 | $5.71M | 0.67% | −2,396−3.7% | Reduced |
| Eagle Rock Investment Company, LLC | 62,696 | $5.72M | 1.40% | −2,456−3.8% | Reduced |
| First American Bank | 62,698 | $5.72M | 0.58% | −2,367−3.6% | Reduced |
| Covenant Asset Management, LLC | 62,715 | $5.72M | 2.20% | −96−0.2% | Reduced |
| Fort Sheridan Advisors LLC | 63,157 | $5.76M | 1.87% | +7,751+14.0% | Added |
| Integrated Wealth Concepts LLC | 63,217 | $5.76M | 0.18% | +7,484+13.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 63,234 | $5.76M | 0.93% | +1,814+3.0% | Added |
| Holowesko Partners Ltd. | 63,500 | $5.79M | 3.17% | −75,000−54.2% | Reduced |
| OPSEU Pension Plan Trust Fund | 62,887 | $5.81M | 1.46% | +21,937+53.6% | Added |
| Studio Investment Management LLC | 63,735 | $5.81M | 2.02% | −2,290−3.5% | Reduced |
| Trust Co of Toledo NA | 63,817 | $5.82M | 1.02% | −48−0.1% | Reduced |
| Ashford Capital Management Inc | 64,057 | $5.84M | 0.83% | +474+0.7% | Added |
| Rafferty Asset Management, LLC | 64,075 | $5.84M | 0.05% | −18,716−22.6% | Reduced |
| Arete Wealth Advisors, LLC | 63,708 | $5.85M | 0.64% | +28,876+82.9% | Added |
| Tower Bridge Advisors | 64,303 | $5.86M | 0.48% | +518+0.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 64,450 | $5.88M | 0.03% | +22,066+52.1% | Added |
| Ieq Capital, LLC | 64,504 | $5.88M | 0.18% | +16,242+33.7% | Added |
| SeaCrest Wealth Management, LLC | 64,605 | $5.89M | 0.74% | +1,375+2.2% | Added |
| Ashton Thomas Private Wealth, LLC | 64,722 | $5.90M | 0.64% | −1,913−2.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 64,595 | $5.90M | 2.48% | +64,501+68,618.1% | Added |
| Bank of Hawaii | 64,831 | $5.91M | 0.38% | +327+0.5% | Added |
| Level Four Advisory Services, LLC | 64,868 | $5.91M | 0.56% | +383+0.6% | Added |
| Exane Derivatives | 64,879 | $5.91M | 3.40% | −3,015−4.4% | Reduced |
| KCM Investment Advisors LLC | 65,016 | $5.93M | 0.26% | +157+0.2% | Added |
| Martin Capital Partners, LLC | 65,024 | $5.93M | 2.81% | +1,595+2.5% | Added |
| Duality Advisers, LP | 65,045 | $5.93M | 0.58% | +65,045 | New |
| Capital Analysts, LLC | 65,070 | $5.93M | 0.41% | +2,071+3.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 65,394 | $5.96M | 2.10% | −6,598−9.2% | Reduced |
| HighPoint Advisor Group LLC | 64,027 | $5.96M | 0.65% | +64,027 | New |
| Institutional & Family Asset Management, LLC | 65,460 | $5.97M | 1.04% | +1,103+1.7% | Added |
| Heritage Trust Co | 65,958 | $6.01M | 0.98% | +9,973+17.8% | Added |
| Linscomb & Williams, Inc. | 66,085 | $6.03M | 0.35% | +9,209+16.2% | Added |
| Venture Visionary Partners LLC | 66,126 | $6.03M | 0.46% | −782−1.2% | Reduced |
| BTC Capital Management, Inc. | 66,167 | $6.03M | 0.74% | −207−0.3% | Reduced |
| Richard Bernstein Advisors LLC | 66,292 | $6.04M | 0.13% | +9,464+16.7% | Added |
| Garland Capital Management Inc | 66,415 | $6.05M | 4.52% | −960−1.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 66,683 | $6.08M | 0.95% | +1,144+1.7% | Added |
| Everence Capital Management Inc | 66,701 | $6.08M | 0.54% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 66,888 | $6.10M | 3.56% | −86−0.1% | Reduced |
| NewSquare Capital LLC | 67,027 | $6.11M | 0.78% | +6,564+10.9% | Added |
| Zuckerman Investment Group, LLC | 67,076 | $6.12M | 1.11% | +1,470+2.2% | Added |
| Sowell Financial Services LLC | 66,802 | $6.13M | 0.57% | +66,802 | New |
| Strategic Wealth Advisors Group, LLC | 67,168 | $6.17M | 0.26% | +22,462+50.2% | Added |
| Beach Investment Counsel Inc | 68,239 | $6.22M | 0.78% | +745+1.1% | Added |
| Rathbone Brothers plc | 68,512 | $6.25M | 0.07% | −4,990−6.8% | Reduced |
| Asset Advisors Investment Management, LLC | 68,823 | $6.28M | 0.86% | +300+0.4% | Added |
| Boston Financial Mangement LLC | 69,068 | $6.30M | 0.27% | +1,825+2.7% | Added |
| Cardinal Capital Management | 69,147 | $6.30M | 1.44% | +473+0.7% | Added |
| Exchange Capital Management, Inc. | 69,157 | $6.30M | 1.37% | −1,276−1.8% | Reduced |
| Deseret Mutual Benefit Administrators | 69,166 | $6.31M | 1.42% | +3,578+5.5% | Added |