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
- 2,996
- +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
- 1,376 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 | 3,812 | $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, 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 |
|---|---|---|---|---|---|
| Copperwynd Financial, LLC | 20,684 | $1.78M | 1.03% | −214−1.0% | Reduced |
| Pacific Global Investment Management CO | 20,677 | $1.78M | 0.43% | +357+1.8% | Added |
| Lindbrook Capital, LLC | 20,690 | $1.78M | 0.30% | +3,254+18.7% | Added |
| Algert Global LLC | 20,701 | $1.78M | 0.11% | +1,145+5.9% | Added |
| Thrive Wealth Management, LLC | 20,729 | $1.78M | 0.63% | +1,629+8.5% | Added |
| Wallace Capital Management Inc. | 20,750 | $1.79M | 0.30% | −621−2.9% | Reduced |
| Plancorp, LLC | 20,749 | $1.79M | 0.12% | −480−2.3% | Reduced |
| Kanawha Capital Management LLC | 20,786 | $1.79M | 0.20% | +1,232+6.3% | Added |
| Lineweaver Wealth Advisors, LLC | 20,784 | $1.79M | 0.58% | +2,492+13.6% | Added |
| McMillion Capital Management Inc | 20,863 | $1.80M | 1.66% | −1,350−6.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 20,980 | $1.81M | 0.48% | +83+0.4% | Added |
| NorthRock Partners, LLC | 21,032 | $1.81M | 0.21% | +719+3.5% | Added |
| Bridge Creek Capital Management LLC | 21,111 | $1.82M | 0.78% | −80−0.4% | Reduced |
| IVC Wealth Advisors LLC | 21,172 | $1.82M | 1.47% | +10.0% | Added |
| Wulff, Hansen & Co. | 21,183 | $1.82M | 2.28% | −100.0% | Reduced |
| Chicago Capital, LLC | 21,207 | $1.83M | 0.11% | +70+0.3% | Added |
| Jmac Enterprises LLC | 21,215 | $1.83M | 0.51% | +60+0.3% | Added |
| GYL Financial Synergies, LLC | 21,223 | $1.83M | 0.50% | +91+0.4% | Added |
| Lake Street Advisors Group, LLC | 21,239 | $1.83M | 0.13% | +31+0.1% | Added |
| Beaumont Financial Partners, LLC | 21,246 | $1.83M | 0.18% | −270−1.3% | Reduced |
| Gyon Technologies Capital Management, LP | 21,328 | $1.84M | 0.57% | +3,044+16.6% | Added |
| WealthShield Partners, LLC | 21,172 | $1.84M | 0.36% | +1,901+9.9% | Added |
| Valmark Advisers, Inc. | 21,364 | $1.84M | 0.04% | −100−0.5% | Reduced |
| Pure Financial Advisors, Inc. | 21,379 | $1.84M | 0.11% | +85+0.4% | Added |
| Kovack Advisors, Inc. | 21,396 | $1.84M | 0.27% | −2,478−10.4% | Reduced |
| BBR Partners, LLC | 21,407 | $1.84M | 0.24% | −5,541−20.6% | Reduced |
| West Paces Advisors Inc. | 21,437 | $1.85M | 0.66% | +14+0.1% | Added |
| Dakota Wealth Management | 21,442 | $1.85M | 0.15% | −1,440−6.3% | Reduced |
| Fruth Investment Management | 21,449 | $1.85M | 0.61% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 21,475 | $1.85M | 0.03% | +21,475 | New |
| Shufro Rose & Co LLC | 21,510 | $1.85M | 0.19% | +739+3.6% | Added |
| Regents of the University of California | 21,600 | $1.86M | 0.38% | 00.0% | Unchanged |
| Emfo, LLC | 21,688 | $1.87M | 1.78% | −6,854−24.0% | Reduced |
| Washington Trust Bank | 21,696 | $1.87M | 0.24% | +1,454+7.2% | Added |
| Baker Chad R | 21,700 | $1.87M | 0.53% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 21,700 | $1.87M | 1.81% | +1,195+5.8% | Added |
| Washington Capital Management Inc | 21,708 | $1.87M | 1.88% | −250−1.1% | Reduced |
| Q3 Asset Management | 21,760 | $1.87M | 1.36% | +21,760 | New |
| Grace & White Inc | 21,767 | $1.88M | 0.40% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 21,845 | $1.88M | 0.72% | +2,378+12.2% | Added |
| Van Cleef Asset Management,Inc | 21,900 | $1.89M | 0.36% | −150−0.7% | Reduced |
| Ascension Asset Management LLC | 21,899 | $1.89M | 1.48% | 00.0% | Unchanged |
| Forte Capital LLC | 21,964 | $1.89M | 0.34% | +166+0.8% | Added |
| Rational Advisors LLC | 21,994 | $1.89M | 0.15% | +2,638+13.6% | Added |
| TCWP LLC | 22,013 | $1.90M | 0.40% | +1,679+8.3% | Added |
| Sutton Wealth Advisors Inc. | 22,035 | $1.90M | 0.77% | +1,036+4.9% | Added |
| Paradigm Financial Partners, LLC | 21,751 | $1.90M | 0.59% | −2,563−10.5% | Reduced |
| Wealth Alliance | 22,183 | $1.91M | 0.38% | −3,543−13.8% | Reduced |
| Brown Miller Wealth Management, LLC | 22,218 | $1.91M | 1.36% | −198−0.9% | Reduced |
| StoneX Group Inc. | 22,037 | $1.91M | 0.26% | +431+2.0% | Added |
| First Heartland Consultants, Inc. | 22,238 | $1.92M | 0.32% | −2,292−9.3% | Reduced |
| Heritage Wealth Management, LLC | 22,252 | $1.92M | 0.62% | +1,346+6.4% | Added |
| Pflug Koory, LLC | 22,259 | $1.92M | 1.17% | −1,584−6.6% | Reduced |
| Baxter Bros Inc | 22,306 | $1.92M | 0.34% | +4,891+28.1% | Added |
| Peoples Financial Services Corp. | 22,384 | $1.93M | 0.99% | −111−0.5% | Reduced |
| Loudon Investment Management, LLC | 22,415 | $1.93M | 1.54% | −7,575−25.3% | Reduced |
| Angeles Wealth Management, LLC | 22,433 | $1.93M | 0.38% | +1,199+5.6% | Added |
| Aull & Monroe Investment Management Corp | 22,503 | $1.94M | 1.06% | 00.0% | Unchanged |
| Enhancing Capital LLC | 22,182 | $1.94M | 2.40% | 00.0% | Unchanged |
| Wealthquest Corp | 22,601 | $1.95M | 0.27% | 00.0% | Unchanged |
| SWS Partners | 22,684 | $1.95M | 0.91% | +120+0.5% | Added |
| Hikari Power Ltd | 22,710 | $1.96M | 0.22% | −1,400−5.8% | Reduced |
| LCNB Corp | 22,745 | $1.96M | 1.06% | +626+2.8% | Added |
| Central Bank & Trust Co | 22,766 | $1.96M | 0.42% | +5,007+28.2% | Added |
| UBS Oconnor LLC | 22,800 | $1.96M | 0.02% | +22,800 | New |
| Wipfli Financial Advisors LLC, | 22,664 | $1.96M | 0.14% | +22,664 | New |
| West Oak Capital, LLC | 22,838 | $1.97M | 1.07% | −940−4.0% | Reduced |
| Allred Capital Management, LLC | 22,870 | $1.97M | 1.23% | +333+1.5% | Added |
| Insight Inv LLC | 22,699 | $1.97M | 2.19% | −35−0.2% | Reduced |
| Gifford Fong Associates | 22,900 | $1.97M | 0.49% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 22,939 | $1.98M | 0.65% | +1,561+7.3% | Added |
| United Community Bank | 22,953 | $1.98M | 2.06% | +567+2.5% | Added |
| IHT Wealth Management, LLC | 22,977 | $1.98M | 0.15% | +8,589+59.7% | Added |
| apricus wealth, LLC | 22,990 | $1.98M | 1.97% | −175−0.8% | Reduced |
| Glynn Capital Management LLC | 23,068 | $1.99M | 0.42% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 23,119 | $1.99M | 0.58% | +2,109+10.0% | Added |
| Aviance Capital Partners, LLC | 23,134 | $1.99M | 0.49% | −50−0.2% | Reduced |
| Advisors Management Group Inc | 23,173 | $2.00M | 0.79% | +277+1.2% | Added |
| Malaga Cove Capital, LLC | 23,194 | $2.00M | 1.14% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 23,224 | $2.00M | 0.79% | −1,707−6.8% | Reduced |
| Sawyer & Company, Inc | 23,226 | $2.00M | 1.09% | −325−1.4% | Reduced |
| HCR Wealth Advisors | 23,127 | $2.01M | 0.43% | −70−0.3% | Reduced |
| Puzo Michael J | 23,350 | $2.01M | 0.76% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 23,399 | $2.02M | 0.52% | −1,094−4.5% | Reduced |
| Somerville Kurt F | 23,438 | $2.02M | 0.41% | −187−0.8% | Reduced |
| Mountain Capital Investment Advisors, Inc | 21,643 | $2.02M | 1.06% | +809+3.9% | Added |
| Woodard & Co Asset Management Group Inc | 23,514 | $2.02M | 0.93% | +2,012+9.4% | Added |
| Thompson Investment Management, Inc. | 23,561 | $2.03M | 0.39% | −1,271−5.1% | Reduced |
| Insight Wealth Strategies, LLC | 22,263 | $2.03M | 0.38% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 23,594 | $2.03M | 1.38% | +333+1.4% | Added |
| Sculati Wealth Management, LLC | 23,653 | $2.04M | 1.20% | +930+4.1% | Added |
| Hotaling Investment Management, LLC | 23,717 | $2.04M | 0.98% | −16,633−41.2% | Reduced |
| Oak Associates, Ltd | 23,750 | $2.04M | 0.17% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 23,877 | $2.06M | 0.53% | −3,875−14.0% | Reduced |
| BDO Wealth Advisors, LLC | 23,935 | $2.06M | 0.27% | +790+3.4% | Added |
| Bristol John W & Co Inc | 23,958 | $2.06M | 0.05% | +124+0.5% | Added |
| Paradigm Capital Management, LLC | 24,006 | $2.07M | 2.75% | −591−2.4% | Reduced |
| PFG Advisors | 24,000 | $2.07M | 0.24% | +561+2.4% | Added |
| Axxcess Wealth Management, LLC | 24,059 | $2.07M | 0.21% | +4,836+25.2% | Added |
| Sippican Capital Advisors | 24,069 | $2.07M | 2.16% | −815−3.3% | Reduced |