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
- 3,020
- +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
- 1,354 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 | 3,502 | $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, 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 |
|---|---|---|---|---|---|
| BlackDiamond Wealth Management Inc. | 2,453 | $220.0K | 0.27% | +2,453 | New |
| Financial Connections Group, Inc. | 2,428 | $221.0K | 0.19% | −165−6.4% | Reduced |
| Waterfront Wealth Inc. | 2,427 | $221.0K | 0.09% | 00.0% | Unchanged |
| Hanlon Investment Management, Inc. | 2,421 | $221.0K | 0.05% | +2,421 | New |
| Johnson Financial Group, LLC | 2,429 | $221.0K | 0.04% | +2,429 | New |
| Obsidian Personal Planning Solutions LLC | 2,426 | $221.0K | 0.38% | +2,426 | New |
| Spinnaker Investment Group, LLC | 2,434 | $222.0K | 0.09% | −433−15.1% | Reduced |
| Virtue Capital Management, LLC | 2,443 | $223.0K | 0.04% | −10,169−80.6% | Reduced |
| Diversified Portfolios, Inc. | 2,448 | $223.0K | 0.06% | −534−17.9% | Reduced |
| Marshall & Sullivan Inc | 2,450 | $223.0K | 0.14% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,452 | $223.0K | 0.10% | +2,452 | New |
| Valicenti Advisory Services Inc | 2,456 | $224.0K | 0.07% | −150−5.8% | Reduced |
| Sandy Cove Advisors, LLC | 2,460 | $224.0K | 0.20% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,470 | $225.0K | 0.02% | −283−10.3% | Reduced |
| Viewpoint Capital Management LLC | 2,467 | $225.0K | 0.21% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,465 | $225.0K | 0.07% | 00.0% | Unchanged |
| Bay Rivers Group | 2,468 | $225.0K | 0.20% | +2,468 | New |
| Bridge Advisory, LLC | 2,399 | $225.0K | 0.11% | +2,399 | New |
| Fingerlakes Wealth Management, Inc. | 2,481 | $226.0K | 0.31% | −226−8.3% | Reduced |
| Rock Point Advisors, LLC | 2,484 | $226.0K | 0.08% | −95−3.7% | Reduced |
| Bridgeworth, LLC | 2,479 | $226.0K | 0.05% | −39−1.5% | Reduced |
| Gould Asset Management LLC | 2,477 | $226.0K | 0.07% | +2,477 | New |
| EPG Wealth Management LLC | 2,482 | $226.0K | 0.10% | +2,482 | New |
| Conestoga Capital Advisors, LLC | 2,500 | $228.0K | 0.00% | 00.0% | Unchanged |
| Well Done, LLC | 2,502 | $228.0K | 0.05% | +3+0.1% | Added |
| FIDELIS iM, LLC | 2,500 | $228.0K | 0.15% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 2,517 | $229.0K | 0.10% | 00.0% | Unchanged |
| Independent Investors Inc | 2,525 | $230.0K | 0.06% | 00.0% | Unchanged |
| KWB Wealth | 2,523 | $230.0K | 0.04% | +2,523 | New |
| Kohmann Bosshard Financial Services, LLC | 2,531 | $231.0K | 0.05% | −67−2.6% | Reduced |
| HMS Capital Management, LLC | 2,533 | $231.0K | 0.14% | +2,533 | New |
| Waypoint Capital Advisors, LLC | 2,542 | $232.0K | 0.11% | −35−1.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,544 | $232.0K | 0.13% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 2,544 | $232.0K | 0.31% | +2,544 | New |
| Aldebaran Financial Inc. | 2,572 | $233.0K | 0.26% | −1,500−36.8% | Reduced |
| Triton Wealth Management, PLLC | 2,650 | $233.0K | 0.16% | +15+0.6% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,555 | $233.0K | 0.09% | +15+0.6% | Added |
| Firethorn Wealth Partners, LLC | 2,634 | $233.0K | 0.19% | +94+3.7% | Added |
| Trellis Advisors, LLC | 2,564 | $234.0K | 0.13% | +2,564 | New |
| Future Financial Wealth Managment LLC | 2,860 | $235.0K | 0.23% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 2,573 | $235.0K | 0.06% | −11−0.4% | Reduced |
| William Allan, LLC | 2,574 | $235.0K | 0.21% | +57+2.3% | Added |
| Bordeaux Wealth Advisors LLC | 2,588 | $236.0K | 0.16% | −599−18.8% | Reduced |
| Wade Financial Advisory, Inc | 2,587 | $236.0K | 0.11% | +2,587 | New |
| D.B. Root & Company, LLC | 2,602 | $237.0K | 0.10% | −371−12.5% | Reduced |
| Security National Bank of So Dak | 2,601 | $237.0K | 0.20% | −15−0.6% | Reduced |
| NWK Group, Inc. | 2,600 | $237.0K | 0.16% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,575 | $237.0K | 0.11% | +2,575 | New |
| Neo Ivy Capital Management | 2,622 | $239.0K | 0.64% | −9,952−79.1% | Reduced |
| Morningstar Investment Services LLC | 2,589 | $239.0K | 0.00% | +2,589 | New |
| Parametrica Management Ltd | 2,609 | $239.0K | 0.26% | +2,609 | New |
| Mattern Capital Management, LLC | 2,635 | $240.0K | 0.05% | −48−1.8% | Reduced |
| HM Capital Management, LLC | 2,628 | $240.0K | 0.13% | +6+0.2% | Added |
| Selective Wealth Management, Inc. | 2,641 | $241.0K | 0.09% | −250−8.6% | Reduced |
| Towerpoint Wealth, LLC | 2,646 | $241.0K | 0.14% | −16−0.6% | Reduced |
| Coastal Capital Group, Inc. | 2,647 | $241.0K | 0.07% | +14+0.5% | Added |
| Gateway Advisory, LLC | 2,650 | $242.0K | 0.10% | +10.0% | Added |
| Mraz, Amerine & Associates, Inc. | 2,666 | $243.0K | 0.06% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 2,637 | $244.0K | 0.02% | −1,944−42.4% | Reduced |
| McCollum Christoferson Group LLC | 2,680 | $244.0K | 0.07% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,679 | $244.0K | 0.14% | 00.0% | Unchanged |
| Triad Investment Management | 2,675 | $244.0K | 0.36% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 2,691 | $245.0K | 0.15% | −139−4.9% | Reduced |
| Arbor Investment Advisors, LLC | 2,683 | $245.0K | 0.05% | +10.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,684 | $245.0K | 0.21% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 2,720 | $248.0K | 0.20% | +225+9.0% | Added |
| Randolph Co Inc | 2,726 | $249.0K | 0.04% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,726 | $249.0K | 0.23% | +2,726 | New |
| Investment Research & Advisory Group, Inc. | 2,753 | $251.0K | 0.18% | +291+11.8% | Added |
| Vantage Consulting Group Inc | 2,763 | $252.0K | 0.14% | −172−5.9% | Reduced |
| Syntax Advisors, LLC | 2,763 | $252.0K | 0.21% | −172−5.9% | Reduced |
| Tamar Securities, LLC | 2,760 | $252.0K | 0.08% | +126+4.8% | Added |
| WealthBridge Capital Management, LLC | 2,785 | $254.0K | 0.11% | −25−0.9% | Reduced |
| TD Capital Management LLC | 2,784 | $254.0K | 0.03% | +97+3.6% | Added |
| Wallington Asset Management, LLC | 2,786 | $254.0K | 0.05% | +330+13.4% | Added |
| First Community Trust NA | 2,782 | $254.0K | 0.30% | +1,125+67.9% | Added |
| Armstrong Henry H Associates Inc | 2,795 | $255.0K | 0.03% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2,800 | $255.0K | 0.10% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,791 | $256.0K | 0.23% | +2,791 | New |
| Grant Street Asset Management, Inc. | 2,823 | $257.0K | 0.13% | −33−1.2% | Reduced |
| SkyOak Wealth, LLC | 2,825 | $258.0K | 0.09% | −935−24.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 2,830 | $258.0K | 0.11% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 2,832 | $258.0K | 0.55% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18,167 | $259.0K | 0.06% | +14,855+448.5% | Added |
| Arthur M. Cohen & Associates, LLC | 2,845 | $259.0K | 0.06% | −140−4.7% | Reduced |
| TriaGen Wealth Management LLC | 2,845 | $259.0K | 0.18% | +27+1.0% | Added |
| Triad Financial Advisors, Inc. | 2,855 | $260.0K | 0.14% | −39−1.3% | Reduced |
| Pegasus Partners Ltd. | 2,852 | $260.0K | 0.05% | +255+9.8% | Added |
| Claris Advisors, LLC | 2,867 | $261.0K | 0.28% | +170+6.3% | Added |
| White Lighthouse Investment Management Inc. | 2,879 | $262.0K | 0.07% | −16−0.6% | Reduced |
| MBE Wealth Management, LLC | 2,874 | $262.0K | 0.18% | +2+0.1% | Added |
| Financial Council Asset Management Inc | 2,873 | $262.0K | 0.33% | 00.0% | Unchanged |
| Manchester Financial Inc | 2,873 | $262.0K | 0.10% | +2,873 | New |
| Reik & Co., LLC | 2,889 | $263.0K | 0.07% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 2,866 | $263.0K | 0.07% | +2,866 | New |
| Maryland Capital Advisors Inc. | 2,893 | $264.0K | 0.28% | −37−1.3% | Reduced |
| South Shore Capital Advisors | 2,911 | $265.0K | 0.55% | +2,911 | New |
| Sloy Dahl & Holst, LLC | 2,920 | $266.0K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,918 | $266.0K | 0.17% | +152+5.5% | Added |
| PFS Partners, LLC | 2,935 | $267.6K | 0.26% | +22+0.8% | Added |