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 |
|---|---|---|---|---|---|
| LeJeune Puetz Investment Counsel LLC | 24,082 | $2.07M | 0.85% | −250−1.0% | Reduced |
| Sheets Smith Wealth Management | 24,085 | $2.07M | 0.35% | +1,276+5.6% | Added |
| Ellis Investment Partners, LLC | 24,147 | $2.08M | 0.58% | +73+0.3% | Added |
| Atlas Private Wealth Advisors | 24,154 | $2.08M | 1.25% | −245−1.0% | Reduced |
| Quantinno Capital Management LP | 24,191 | $2.08M | 0.27% | −4,572−15.9% | Reduced |
| Ontario Teachers Pension Plan Board | 24,233 | $2.09M | 0.03% | +7,254+42.7% | Added |
| Keeler Thomas Management LLC | 24,323 | $2.09M | 1.06% | +19,053+361.5% | Added |
| Fund Management at Engine No. 1 LLC | 24,357 | $2.10M | 0.62% | −1,178−4.6% | Reduced |
| Knott David M Jr | 24,500 | $2.11M | 0.99% | 00.0% | Unchanged |
| Qtron Investments LLC | 24,564 | $2.12M | 0.53% | +883+3.7% | Added |
| Patten Group, Inc. | 24,226 | $2.12M | 0.73% | +21+0.1% | Added |
| Brendel Financial Advisors LLC | 24,635 | $2.12M | 5.04% | +1,035+4.4% | Added |
| Sargent Bickham Lagudis LLC | 24,645 | $2.12M | 0.19% | −591−2.3% | Reduced |
| Leisure Capital Management | 24,663 | $2.12M | 1.29% | +3,574+16.9% | Added |
| Marcum Wealth, LLC | 24,692 | $2.13M | 0.32% | +1,627+7.1% | Added |
| DAGCO, Inc. | 24,748 | $2.13M | 1.34% | −770−3.0% | Reduced |
| Jeppson Wealth Management, LLC | 24,829 | $2.14M | 0.97% | −18−0.1% | Reduced |
| Agf Investments Inc. | 24,847 | $2.14M | 0.02% | +11,235+82.5% | Added |
| Westwood Holdings Group Inc. | 24,887 | $2.14M | 0.03% | −1,173−4.5% | Reduced |
| Strengthening Families & Communities, LLC | 24,909 | $2.15M | 1.12% | +3,114+14.3% | Added |
| Penobscot Investment Management Company, Inc. | 24,982 | $2.15M | 0.40% | −900−3.5% | Reduced |
| Northstar Group, Inc. | 24,992 | $2.15M | 0.64% | 00.0% | Unchanged |
| Tamarack Advisers, LP | 25,000 | $2.15M | 1.27% | −50,000−66.7% | Reduced |
| Cypress Capital, LLC | 25,032 | $2.16M | 0.76% | +725+3.0% | Added |
| Watchman Group, Inc. | 25,030 | $2.16M | 1.36% | −250−1.0% | Reduced |
| Buckhead Capital Management LLC | 25,032 | $2.16M | 0.56% | +15+0.1% | Added |
| New Potomac Partners, LLC | 25,080 | $2.16M | 1.82% | −245−1.0% | Reduced |
| Liberty One Investment Management, LLC | 25,113 | $2.16M | 0.36% | +4,702+23.0% | Added |
| Globeflex Capital L P | 25,115 | $2.16M | 0.37% | +25,016+25,268.7% | Added |
| Kensington Investment Counsel, LLC | 25,129 | $2.16M | 1.82% | +1,291+5.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 25,152 | $2.17M | 1.60% | +2,149+9.3% | Added |
| Teza Capital Management LLC | 25,173 | $2.17M | 0.45% | +25,173 | New |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,209 | $2.17M | 0.27% | −45−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 25,232 | $2.17M | 0.41% | +124+0.5% | Added |
| Harbor Investment Advisory, LLC | 25,283 | $2.18M | 0.36% | +1,034+4.3% | Added |
| Nomura Holdings Inc | 24,939 | $2.18M | 0.02% | −448,874−94.7% | Reduced |
| Key Financial Inc | 25,303 | $2.18M | 1.02% | +2,730+12.1% | Added |
| Independent Financial Group, LLC | 25,328 | $2.18M | 0.20% | −1,555−5.8% | Reduced |
| Green Square Capital Advisors LLC | 25,353 | $2.18M | 0.39% | −589−2.3% | Reduced |
| Next Level Private LLC | 24,695 | $2.18M | 1.92% | +18,759+316.0% | Added |
| Keystone Financial Group | 25,413 | $2.19M | 0.44% | +633+2.6% | Added |
| Webster Bank, N. A. | 25,503 | $2.20M | 0.32% | −697−2.7% | Reduced |
| Clarius Group, LLC | 25,651 | $2.21M | 0.22% | +1,956+8.3% | Added |
| 44 Wealth Management LLC | 25,655 | $2.21M | 0.91% | +3,414+15.4% | Added |
| AlphaCrest Capital Management LLC | 25,778 | $2.22M | 0.14% | +25,778 | New |
| Werlinich Asset Management, LLC | 25,855 | $2.23M | 2.28% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 25,894 | $2.23M | 0.31% | +188+0.7% | Added |
| Legacy CG, LLC | 26,000 | $2.24M | 1.48% | +5,053+24.1% | Added |
| Hodges Capital Management Inc. | 26,039 | $2.24M | 0.37% | −15,070−36.7% | Reduced |
| Drexel Morgan & Co. | 26,123 | $2.25M | 0.54% | +500+2.0% | Added |
| Palisade Asset Management, LLC | 26,327 | $2.27M | 0.31% | +395+1.5% | Added |
| BCJ Capital Management, LLC | 26,347 | $2.27M | 0.24% | +23,347+778.2% | Added |
| Wellington Shields & Co., LLC | 26,410 | $2.27M | 0.99% | +400+1.5% | Added |
| Bank Hapoalim BM | 26,466 | $2.28M | 0.29% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 26,472 | $2.28M | 0.46% | +50.0% | Added |
| Change Path, LLC | 26,491 | $2.28M | 0.14% | +10,418+64.8% | Added |
| Patton Fund Management, Inc. | 26,510 | $2.28M | 0.93% | −1,018−3.7% | Reduced |
| Valley National Advisers Inc | 24,131 | $2.28M | 0.48% | −947−3.8% | Reduced |
| Orca Investment Management, LLC | 26,567 | $2.29M | 2.99% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 26,645 | $2.29M | 0.17% | −40.0% | Reduced |
| Tevis Investment Management | 26,678 | $2.30M | 2.23% | +310+1.2% | Added |
| Mather Group, LLC. | 26,703 | $2.30M | 0.05% | +7,113+36.3% | Added |
| SeaBridge Investment Advisors LLC | 26,739 | $2.30M | 0.80% | −1,975−6.9% | Reduced |
| CAPROCK Group, Inc. | 26,561 | $2.31M | 0.22% | +894+3.5% | Added |
| Mission Wealth Management, LP | 26,777 | $2.31M | 0.12% | +1,588+6.3% | Added |
| Oak Harbor Wealth Partners, LLC | 26,798 | $2.31M | 0.91% | +822+3.2% | Added |
| Financial Advisory Service, Inc. | 27,027 | $2.33M | 0.26% | +4,051+17.6% | Added |
| Brighton Jones LLC | 27,045 | $2.33M | 0.14% | −765−2.8% | Reduced |
| Fairhaven Wealth Management, LLC | 27,119 | $2.33M | 1.04% | +3,451+14.6% | Added |
| Hayek Kallen Investment Management | 27,132 | $2.34M | 1.10% | +23+0.1% | Added |
| Rehmann Capital Advisory Group | 27,199 | $2.34M | 0.26% | −1,001−3.5% | Reduced |
| CNB Bank | 27,273 | $2.35M | 1.59% | −283−1.0% | Reduced |
| Duff & Phelps Investment Management Co | 27,377 | $2.36M | 0.03% | +565+2.1% | Added |
| Headinvest, LLC | 27,417 | $2.36M | 0.57% | −400−1.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 27,487 | $2.37M | 0.32% | −1,742−6.0% | Reduced |
| Arabesque Asset Management Ltd | 27,521 | $2.37M | 1.16% | +1,151+4.4% | Added |
| M Holdings Securities, Inc. | 27,549 | $2.37M | 0.26% | −1,704−5.8% | Reduced |
| Alliance Wealth Advisors, LLC | 27,580 | $2.38M | 2.21% | −668−2.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 27,669 | $2.38M | 0.38% | −2,529−8.4% | Reduced |
| Quadrant Capital Group LLC | 27,662 | $2.38M | 0.32% | +3,144+12.8% | Added |
| Merit Financial Group, LLC | 27,706 | $2.39M | 0.10% | +3,603+14.9% | Added |
| Fiduciary Group LLC | 23,480 | $2.39M | 0.31% | −77−0.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 27,800 | $2.40M | 0.35% | +1,102+4.1% | Added |
| Allegheny Financial Group LTD | 27,841 | $2.40M | 1.13% | −393−1.4% | Reduced |
| BFSG, LLC | 27,843 | $2.40M | 0.51% | −191−0.7% | Reduced |
| Global Retirement Partners, LLC | 23,712 | $2.40M | 0.18% | +5,523+30.4% | Added |
| NTV Asset Management LLC | 27,925 | $2.40M | 0.51% | −180−0.6% | Reduced |
| Veriti Management LLC | 27,929 | $2.40M | 0.35% | +1,145+4.3% | Added |
| Northcape Wealth Management, LLC | 27,928 | $2.40M | 0.86% | +13,159+89.1% | Added |
| Moreno Evelyn V | 27,944 | $2.41M | 1.09% | −14,332−33.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 27,957 | $2.41M | 0.93% | −1,884−6.3% | Reduced |
| Archer Investment Corp | 27,968 | $2.41M | 1.02% | +307+1.1% | Added |
| Morse Asset Management, Inc | 27,980 | $2.41M | 0.91% | −875−3.0% | Reduced |
| Forum Financial Management, LP | 27,991 | $2.41M | 0.12% | +7,221+34.8% | Added |
| Advisory Resource Group | 28,046 | $2.42M | 0.80% | +139+0.5% | Added |
| Vickerman Investment Advisors, Inc. | 28,055 | $2.42M | 1.17% | +3,870+16.0% | Added |
| DuPont Capital Management Corp | 28,169 | $2.43M | 0.14% | −17,857−38.8% | Reduced |
| Beacon Financial Group | 28,062 | $2.43M | 0.38% | +47+0.2% | Added |
| Jaffetilchin Investment Partners, LLC | 28,313 | $2.44M | 0.31% | +758+2.8% | Added |
| Riverview Trust Co | 28,327 | $2.44M | 2.36% | +229+0.8% | Added |