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, Q3 2022
Institutional positions in Merck & Co., Inc. as of Sep 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
- 2,997
- +19 vs. Q2 2022
- Shares held
- 1.89B
- +10.7M (+0.6%) vs. Q2 2022
- Total value
- $162.7B
- −$8.65B (−5.0%) vs. Q2 2022
- New holders
- 122
- 1,377 more added
- Sold out
- 103
- 1,115 more reduced
42 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,813 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BMS Financial Advisors, LLC | 8,287 | $714.0K | 0.50% | −427−4.9% | Reduced |
| Insight 2811, Inc. | 8,286 | $714.0K | 0.48% | +88+1.1% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 8,300 | $714.8K | 1.21% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 8,332 | $717.0K | 0.26% | −775−8.5% | Reduced |
| Chase Investment Counsel Corp | 8,329 | $717.0K | 0.45% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 8,322 | $717.0K | 0.12% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 8,332 | $718.0K | 0.32% | +1,009+13.8% | Added |
| Optas, LLC | 8,341 | $718.0K | 0.31% | +4,669+127.2% | Added |
| Johnson & White Wealth Management, LLC | 8,335 | $718.0K | 0.81% | +8,335 | New |
| Frisch Financial Group, Inc. | 8,360 | $720.0K | 0.31% | −18−0.2% | Reduced |
| Intellectus Partners, LLC | 8,296 | $720.0K | 0.26% | +228+2.8% | Added |
| Magnolia Capital Management Ltd | 8,400 | $723.0K | 0.74% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 8,421 | $725.0K | 0.25% | −416−4.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 8,439 | $726.0K | 0.30% | −10.0% | Reduced |
| First Dallas Securities Inc. | 8,427 | $726.0K | 0.50% | +2,136+34.0% | Added |
| Financial Consulate, Inc | 8,437 | $727.0K | 0.31% | −383−4.3% | Reduced |
| St. James Investment Advisors, LLC | 8,405 | $730.0K | 1.59% | −1,250−12.9% | Reduced |
| Harvest Volatility Management LLC | 8,422 | $730.0K | 0.13% | −425−4.8% | Reduced |
| EHP Funds Inc. | 8,490 | $731.0K | 0.16% | −1,230−12.7% | Reduced |
| Sonata Capital Group Inc | 8,483 | $731.0K | 0.40% | −374−4.2% | Reduced |
| Weinberger Asset Management, Inc | 8,492 | $731.3K | 0.51% | +300+3.7% | Added |
| SOA Wealth Advisors, LLC. | 8,502 | $732.0K | 0.22% | +36+0.4% | Added |
| HHM Wealth Advisors, LLC | 8,523 | $734.0K | 0.19% | −1,491−14.9% | Reduced |
| Foster Dykema Cabot & Co Inc | 8,543 | $736.0K | 0.09% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 8,551 | $736.0K | 0.05% | +1,142+15.4% | Added |
| Emerald Advisors, LLC | 8,567 | $738.0K | 0.21% | −91−1.1% | Reduced |
| Tiemann Investment Advisors, LLC | 8,585 | $739.0K | 0.48% | −710−7.6% | Reduced |
| Synergy Financial Management, LLC | 8,571 | $739.0K | 0.20% | +3,187+59.2% | Added |
| TLWM | 4,240 | $740.0K | 0.35% | −6,067−58.9% | Reduced |
| Bender Robert & Associates | 8,592 | $740.0K | 0.29% | +880+11.4% | Added |
| Chiron Capital Management, LLC | 8,605 | $741.0K | 0.50% | −1,898−18.1% | Reduced |
| Southeast Asset Advisors Inc. | 8,602 | $741.0K | 0.13% | +42+0.5% | Added |
| Capstone Financial Advisors, Inc. | 8,611 | $742.0K | 0.07% | +207+2.5% | Added |
| Athena Investment Management | 8,658 | $746.0K | 0.63% | +56+0.7% | Added |
| DRW Securities, L.L.C. | 8,666 | $746.0K | 0.23% | +8,666 | New |
| Matrix Private Capital Group LLC | 8,608 | $747.0K | 0.51% | −2,299−21.1% | Reduced |
| Addison Capital Co | 8,678 | $747.0K | 0.46% | +240+2.8% | Added |
| Hexagon Capital Partners LLC | 8,680 | $747.0K | 0.22% | +2,593+42.6% | Added |
| Cutter & CO Brokerage, Inc. | 8,680 | $748.0K | 0.28% | +521+6.4% | Added |
| Ridgewood Investments LLC | 8,694 | $749.0K | 0.62% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 7,400 | $749.0K | 0.71% | +1,213+19.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 8,720 | $751.0K | 0.19% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 8,737 | $752.0K | 0.23% | −2,500−22.2% | Reduced |
| Claro Advisors LLC | 8,258 | $753.0K | 0.30% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8,755 | $754.0K | 0.13% | +1,519+21.0% | Added |
| Opus Capital Group, LLC | 8,768 | $755.0K | 0.16% | +20.0% | Added |
| Journey Strategic Wealth LLC | 8,782 | $757.0K | 0.10% | +3,379+62.5% | Added |
| FourThought Financial, LLC | 8,806 | $758.0K | 0.11% | −1,107−11.2% | Reduced |
| Enlightenment Research, LLC | 8,800 | $758.0K | 1.68% | +8,800 | New |
| Alliance Wealth Management Group | 8,808 | $759.0K | 0.29% | 00.0% | Unchanged |
| Towercrest Capital Management | 8,808 | $759.0K | 0.18% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 7,777 | $759.0K | 0.41% | +20.0% | Added |
| Barrett & Company, Inc. | 6,864 | $761.6K | 0.51% | +6,864 | New |
| RNC Capital Management LLC | 8,842 | $762.0K | 0.05% | −383−4.2% | Reduced |
| Krane Funds Advisors LLC | 8,861 | $763.0K | 0.04% | −498−5.3% | Reduced |
| Westshore Wealth, LLC | 8,889 | $765.0K | 0.53% | −399−4.3% | Reduced |
| LBMC Investment Advisors, LLC | 8,883 | $765.0K | 0.09% | −104−1.2% | Reduced |
| Greenfield Savings Bank | 8,888 | $765.0K | 0.55% | −7−0.1% | Reduced |
| Burns J W & Co Inc | 8,884 | $765.0K | 0.15% | +20.0% | Added |
| Oak Grove Capital LLC | 8,900 | $766.0K | 0.26% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 8,889 | $766.0K | 0.22% | +564+6.8% | Added |
| Foundations Investment Advisors, LLC | 8,910 | $767.0K | 0.03% | +3,702+71.1% | Added |
| Retirement Income Solutions, Inc | 8,861 | $768.0K | 0.28% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 8,957 | $771.0K | 0.44% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 8,969 | $772.0K | 1.57% | +8,969 | New |
| EverSource Wealth Advisors, LLC | 9,020 | $777.0K | 0.18% | +3,856+74.7% | Added |
| Quantamental Technologies LLC | 9,045 | $779.0K | 0.30% | +9,045 | New |
| Peak Planning Group, LLC | 9,053 | $779.6K | 0.72% | +1,262+16.2% | Added |
| GraniteShares Advisors LLC | 9,123 | $785.0K | 0.64% | −995−9.8% | Reduced |
| TCI Wealth Advisors, Inc. | 9,121 | $785.0K | 0.13% | +132+1.5% | Added |
| Aft, Forsyth & Company, Inc. | 9,112 | $785.0K | 0.70% | +300+3.4% | Added |
| Cape Ann Savings Bank | 9,124 | $785.8K | 0.63% | +232+2.6% | Added |
| Mendel Money Management | 9,134 | $787.0K | 0.49% | +1,000+12.3% | Added |
| Highview Capital Management LLC | 9,165 | $789.0K | 0.59% | +2,015+28.2% | Added |
| Fort Point Capital Partners LLC | 9,185 | $791.0K | 0.15% | 00.0% | Unchanged |
| Univest Financial Corp | 9,209 | $793.0K | 0.26% | −236−2.5% | Reduced |
| Old Second National Bank of Aurora | 9,226 | $795.0K | 0.24% | 00.0% | Unchanged |
| Domani Wealth, LLC | 9,244 | $796.0K | 0.23% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 9,243 | $796.0K | 0.02% | +9,243 | New |
| Astoria Portfolio Advisors LLC. | 9,254 | $797.0K | 0.54% | +2,000+27.6% | Added |
| Retirement Planning Co of New England, Inc. | 9,321 | $802.0K | 0.58% | +41+0.4% | Added |
| RSM US Wealth Management LLC | 9,323 | $803.0K | 0.05% | +951+11.4% | Added |
| Institute for Wealth Management, LLC. | 9,375 | $807.0K | 0.18% | −1,000−9.6% | Reduced |
| ProVise Management Group, LLC | 9,401 | $810.0K | 0.09% | +244+2.7% | Added |
| ASB Consultores, LLC | 9,416 | $811.0K | 0.38% | +1,624+20.8% | Added |
| McRae Capital Management Inc | 9,430 | $812.0K | 0.25% | +281+3.1% | Added |
| AlphaCore Capital LLC | 9,446 | $813.0K | 0.37% | +2,754+41.2% | Added |
| Mark Stevens | 9,482 | $816.0K | 0.11% | −764−7.5% | Reduced |
| Aspire Private Capital, LLC | 9,507 | $819.0K | 0.31% | −143−1.5% | Reduced |
| Prelude Capital Management, LLC | 9,522 | $820.0K | 0.04% | +9,522 | New |
| Westbourne Investment Advisors, Inc. | 9,585 | $825.0K | 0.44% | +800+9.1% | Added |
| Capital Square, LLC | 9,592 | $826.0K | 0.75% | −46−0.5% | Reduced |
| Endurance Wealth Management, Inc. | 9,593 | $826.0K | 0.14% | +985+11.4% | Added |
| Verity Asset Management, Inc. | 9,636 | $829.9K | 0.86% | +9,636 | New |
| Summit X, LLC | 9,366 | $830.0K | 0.24% | +917+10.9% | Added |
| Colonial River Wealth Management, LLC | 9,668 | $833.0K | 0.58% | −129−1.3% | Reduced |
| Gamble Jones Investment Counsel | 9,683 | $834.0K | 0.07% | −384−3.8% | Reduced |
| Garner Asset Management Corp | 9,690 | $835.0K | 0.44% | −1,637−14.5% | Reduced |
| Stiles Financial Services Inc | 9,701 | $835.0K | 0.51% | +1,265+15.0% | Added |
| Oxbow Advisors, LLC | 9,720 | $837.0K | 0.13% | −282−2.8% | Reduced |