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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 92,300 | $8.41M | 2.54% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 92,585 | $8.44M | 3.33% | +80+0.1% | Added |
| Adviser Investments LLC | 92,771 | $8.46M | 0.57% | +3,033+3.4% | Added |
| QV Investors Inc. | 92,900 | $8.47M | 0.77% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 92,939 | $8.47M | 0.66% | −225−0.2% | Reduced |
| Perigon Wealth Management, LLC | 93,013 | $8.48M | 0.71% | +6,808+7.9% | Added |
| Live Oak Private Wealth LLC | 93,180 | $8.49M | 1.79% | +1,321+1.4% | Added |
| Jefferies Group LLC | 93,497 | $8.52M | 0.23% | −52,677−36.0% | Reduced |
| Lincoln National Corp | 93,506 | $8.53M | 0.20% | +16,113+20.8% | Added |
| Core Alternative Capital | 94,064 | $8.58M | 2.03% | +16,574+21.4% | Added |
| SG Americas Securities, LLC | 94,216 | $8.59M | 0.11% | +48,668+106.8% | Added |
| First Nebraska Trust Co | 94,571 | $8.62M | 1.13% | −480−0.5% | Reduced |
| Strategic Advisors LLC | 94,859 | $8.65M | 1.81% | −181−0.2% | Reduced |
| Hi-Line Capital Management, LLC | 94,729 | $8.70M | 3.31% | +2,518+2.7% | Added |
| Naples Global Advisors, LLC | 95,034 | $8.71M | 1.13% | +1,338+1.4% | Added |
| New England Asset Management Inc | 95,642 | $8.72M | 0.15% | +1,747+1.9% | Added |
| Cutler Capital Management, LLC | 95,916 | $8.74M | 3.37% | −153−0.2% | Reduced |
| Winslow Asset Management Inc | 96,225 | $8.77M | 2.12% | +845+0.9% | Added |
| Marco Investment Management LLC | 96,302 | $8.78M | 1.02% | +2,482+2.6% | Added |
| Round Hill Asset Management | 96,593 | $8.81M | 5.39% | −275−0.3% | Reduced |
| Investment House LLC | 96,799 | $8.82M | 0.78% | +16,575+20.7% | Added |
| Quintet Private Bank (Europe) S.A. | 77,353 | $8.84M | 0.43% | +77,353 | New |
| Circle Wealth Management, LLC | 97,243 | $8.87M | 1.41% | +207+0.2% | Added |
| Ameritas Investment Partners, Inc. | 98,029 | $8.94M | 0.39% | −1,012−1.0% | Reduced |
| Hillman Capital Management, Inc. | 98,114 | $8.95M | 3.25% | −1,385−1.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 98,256 | $8.96M | 1.13% | +65,076+196.1% | Added |
| Kovitz Investment Group Partners, LLC | 98,857 | $9.01M | 0.20% | −5,925−5.7% | Reduced |
| Busey Wealth Management | 98,946 | $9.02M | 0.42% | +290.0% | Added |
| Parsons Capital Management Inc | 99,374 | $9.06M | 0.81% | +5,834+6.2% | Added |
| Churchill Management Corp | 99,409 | $9.06M | 0.23% | +9,003+10.0% | Added |
| Advisor Partners LLC | 99,660 | $9.09M | 0.64% | +10,741+12.1% | Added |
| Sompo Asset Management Co., Ltd. | 99,880 | $9.11M | 2.30% | +28,350+39.6% | Added |
| Gabalex Capital Management LLC | 100,000 | $9.12M | 5.29% | 00.0% | Unchanged |
| Capital Growth Management LP | 100,000 | $9.12M | 1.08% | +100,000 | New |
| Cetera Advisors LLC | 100,320 | $9.15M | 0.21% | +8,812+9.6% | Added |
| Ferguson Wellman Capital Management, Inc | 101,166 | $9.22M | 0.34% | −2,731−2.6% | Reduced |
| Fulton Bank, N.A. | 101,895 | $9.29M | 0.52% | −7,157−6.6% | Reduced |
| Moody Lynn & Lieberson, LLC | 101,926 | $9.29M | 0.84% | +38,071+59.6% | Added |
| Johnson Investment Counsel Inc | 102,084 | $9.31M | 0.13% | +2,438+2.4% | Added |
| Park National Corp | 102,229 | $9.32M | 0.45% | −9,382−8.4% | Reduced |
| Siemens Fonds Invest GmbH | 102,496 | $9.35M | 0.99% | −576−0.6% | Reduced |
| West Coast Financial LLC | 102,499 | $9.35M | 1.66% | +1,070+1.1% | Added |
| SP Asset Management | 102,886 | $9.38M | 1.20% | −2,391−2.3% | Reduced |
| Canandaigua National Corp | 103,286 | $9.42M | 1.67% | −3,326−3.1% | Reduced |
| Maryland Capital Management | 103,430 | $9.43M | 0.74% | +5,162+5.3% | Added |
| Lee Danner & Bass Inc | 103,853 | $9.47M | 0.96% | −1,457−1.4% | Reduced |
| GHP Investment Advisors, Inc. | 103,989 | $9.48M | 0.70% | +2,944+2.9% | Added |
| Lynch & Associates | 104,299 | $9.51M | 2.59% | −935−0.9% | Reduced |
| Integral Health Asset Management, LLC | 104,369 | $9.52M | 1.96% | +29,369+39.2% | Added |
| Dowling & Yahnke LLC | 105,658 | $9.63M | 0.45% | +581+0.6% | Added |
| 1st Source Bank | 105,724 | $9.64M | 0.68% | −2,062−1.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 105,798 | $9.65M | 2.64% | +250.0% | Added |
| Freestone Capital Holdings, LLC | 105,844 | $9.65M | 0.37% | −43,005−28.9% | Reduced |
| Marvin & Palmer Associates Inc | 105,965 | $9.66M | 4.97% | +105,965 | New |
| Grassi Investment Management | 106,853 | $9.74M | 1.30% | −373−0.3% | Reduced |
| Bard Financial Services, Inc. | 106,868 | $9.74M | 0.89% | +392+0.4% | Added |
| Trust Co of Kansas | 107,337 | $9.79M | 5.74% | −3,109−2.8% | Reduced |
| Quadrature Capital Ltd | 107,204 | $9.79M | 0.41% | −28,052−20.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 107,971 | $9.84M | 0.83% | +68,618+174.4% | Added |
| ARS Wealth Advisors Group, LLC | 108,430 | $9.89M | 1.36% | +1,214+1.1% | Added |
| Allstate Corp | 108,478 | $9.89M | 0.30% | −239−0.2% | Reduced |
| Kinneret Advisory, LLC | 107,829 | $9.90M | 1.28% | +2,283+2.2% | Added |
| Camden National Bank | 108,698 | $9.91M | 2.05% | +70.0% | Added |
| Stock Yards Bank & Trust Co | 109,160 | $9.95M | 0.41% | +58,286+114.6% | Added |
| Trust Co of Vermont | 109,366 | $9.97M | 0.76% | +3,882+3.7% | Added |
| Estabrook Capital Management | 109,514 | $9.98M | 1.71% | −3,032−2.7% | Reduced |
| Alaska Permanent Fund Corp | 109,725 | $10.0M | 0.14% | +70,148+177.2% | Added |
| Cutler Investment Counsel LLC | 109,328 | $10.0M | 1.58% | +1,287+1.2% | Added |
| Avantax Advisory Services, Inc. | 110,234 | $10.1M | 0.15% | +17,117+18.4% | Added |
| Vestmark Advisory Solutions, Inc. | 110,743 | $10.1M | 0.58% | +22,995+26.2% | Added |
| Evercore Wealth Management, LLC | 111,048 | $10.1M | 0.21% | −835−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 111,417 | $10.2M | 1.04% | −603−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 111,913 | $10.2M | 0.23% | +128+0.1% | Added |
| Bright Rock Capital Management, LLC | 112,000 | $10.2M | 2.76% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 112,226 | $10.2M | 0.09% | +85,015+312.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 112,649 | $10.3M | 0.03% | −12,585−10.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 113,879 | $10.4M | 1.20% | −43,091−27.5% | Reduced |
| National Asset Management, Inc. | 114,511 | $10.4M | 0.44% | +7,883+7.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 114,640 | $10.5M | 1.08% | −8,028−6.5% | Reduced |
| Stockman Wealth Management, Inc. | 114,800 | $10.5M | 2.67% | +15,325+15.4% | Added |
| Curi Capital | 114,844 | $10.5M | 2.02% | +244+0.2% | Added |
| Morgan Dempsey Capital Management LLC | 115,500 | $10.5M | 3.21% | +3,147+2.8% | Added |
| Hoylecohen, LLC | 116,102 | $10.6M | 1.10% | −3,546−3.0% | Reduced |
| Wetherby Asset Management Inc | 116,480 | $10.6M | 0.73% | +4,442+4.0% | Added |
| Park Avenue Securities LLC | 116,579 | $10.6M | 0.21% | +16,709+16.7% | Added |
| Bank of the West | 119,254 | $10.9M | 1.38% | +4,531+3.9% | Added |
| ARS Investment Partners, LLC | 119,359 | $10.9M | 1.49% | −599−0.5% | Reduced |
| Spire Wealth Management | 119,584 | $10.9M | 0.45% | +50,842+74.0% | Added |
| Bizma Investimentos Ltda | 120,000 | $10.9M | 7.80% | 00.0% | Unchanged |
| Community Bank, N.A. | 119,994 | $10.9M | 1.57% | +1,934+1.6% | Added |
| Point72 Hong Kong Ltd | 119,992 | $10.9M | 0.71% | +89,049+287.8% | Added |
| Congress Wealth Management LLC | 120,122 | $11.0M | 0.28% | −3,036−2.5% | Reduced |
| Country Club Bank | 118,713 | $11.0M | 1.02% | −14,115−10.6% | Reduced |
| Steel Peak Wealth Management LLC | 120,611 | $11.1M | 0.80% | −7,089−5.6% | Reduced |
| Cheviot Value Management, LLC | 121,550 | $11.1M | 2.77% | −1,782−1.4% | Reduced |
| Ossiam | 121,827 | $11.1M | 0.33% | −52,582−30.1% | Reduced |
| Central Trust Co | 122,004 | $11.1M | 0.37% | +4,198+3.6% | Added |
| Toroso Investments, LLC | 122,406 | $11.2M | 0.41% | +32,318+35.9% | Added |
| Advisory Services Network, LLC | 122,604 | $11.2M | 0.38% | +10,215+9.1% | Added |
| Kestra Private Wealth Services, LLC | 123,447 | $11.3M | 0.64% | +16,576+15.5% | Added |