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 | 3,812 | $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, 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 |
|---|---|---|---|---|---|
| Arlington Partners LLC | 1,102 | $95.0K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,116 | $96.0K | 0.08% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,122 | $97.0K | 0.02% | +75+7.2% | Added |
| Western Pacific Wealth Management, LP | 1,129 | $97.0K | 0.10% | +738+188.7% | Added |
| Sit Investment Associates Inc | 1,139 | $98.0K | 0.00% | −50−4.2% | Reduced |
| WFA Asset Management Corp | 1,153 | $99.3K | 0.07% | +9+0.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,160 | $100.0K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,156 | $100.0K | 0.03% | +1,156 | New |
| Earnest Partners LLC | 1,183 | $102.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,190 | $102.0K | 0.08% | +4+0.3% | Added |
| Turim 21 Investimentos Ltda. | 1,200 | $103.0K | 0.09% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 1,199 | $103.0K | 0.05% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,225 | $105.0K | 0.12% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,219 | $105.0K | 0.02% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,286 | $111.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,300 | $111.0K | 0.11% | +1,300 | New |
| Avion Wealth | 1,311 | $113.0K | 0.04% | +1+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 1,308 | $113.0K | 0.02% | +472+56.5% | Added |
| Pacific Center for Financial Services | 1,326 | $114.0K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,386 | $119.0K | 0.07% | −41−2.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,410 | $121.0K | 0.06% | +117+9.0% | Added |
| Centerpoint Advisors, LLC | 1,422 | $122.0K | 0.06% | −60−4.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,360 | $124.0K | 0.13% | +5+0.4% | Added |
| TD Ameritrade Investment Management, LLC | 1,470 | $127.0K | 0.00% | −482−24.7% | Reduced |
| Garde Capital, Inc. | 1,498 | $129.0K | 0.02% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 1,490 | $129.0K | 0.08% | +1,340+893.3% | Added |
| Legacy Bridge, LLC | 1,526 | $131.0K | 0.10% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,533 | $132.0K | 0.10% | −41,598−96.4% | Reduced |
| IAG Wealth Partners, LLC | 1,580 | $136.0K | 0.05% | 00.0% | Unchanged |
| Abound Wealth Management | 1,581 | $136.2K | 0.07% | +1,581 | New |
| Financial Perspectives, Inc | 1,594 | $137.3K | 0.08% | +41+2.6% | Added |
| Lee Financial Co | 1,610 | $139.0K | 0.03% | −462−22.3% | Reduced |
| GeoWealth Management, LLC | 1,635 | $142.0K | 0.02% | +899+122.1% | Added |
| Bell Investment Advisors, Inc | 1,693 | $146.0K | 0.05% | +42+2.5% | Added |
| Alpha Paradigm Partners, LLC | 1,742 | $150.0K | 0.07% | −18,466−91.4% | Reduced |
| Natixis Investment Managers International | 1,769 | $152.0K | 0.01% | −40,872−95.9% | Reduced |
| Bellevue Asset Management, LLC | 1,802 | $156.0K | 0.12% | +2+0.1% | Added |
| Timber Creek Capital Management LLC | 1,830 | $157.0K | 0.06% | −100−5.2% | Reduced |
| Neo Ivy Capital Management | 1,849 | $159.0K | 0.42% | −773−29.5% | Reduced |
| Cranbrook Wealth Management, LLC | 1,851 | $159.0K | 0.04% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,855 | $160.0K | 0.10% | −396−17.6% | Reduced |
| Seldon Capital LP | 1,873 | $161.0K | 0.11% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1,916 | $165.0K | 0.06% | +1,000+109.2% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,000 | $172.0K | 2.31% | +30+1.5% | Added |
| Activest Wealth Management | 1,997 | $174.0K | 0.06% | +1,997 | New |
| Hills Bank & Trust Co | 2,033 | $175.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,055 | $177.0K | 0.04% | −75−3.5% | Reduced |
| Cohen & Steers, Inc. | 2,148 | $185.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2,154 | $186.0K | 0.12% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 2,232 | $192.0K | 0.08% | −4−0.2% | Reduced |
| Cowa, LLC | 2,233 | $192.0K | 0.13% | +2,233 | New |
| Capital Advisors, Ltd. LLC | 2,267 | $195.0K | 0.04% | −68−2.9% | Reduced |
| Rocky Mountain Advisers, LLC | 2,267 | $195.0K | 0.25% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,309 | $198.0K | 0.17% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,300 | $198.0K | 0.07% | −33−1.4% | Reduced |
| Centiva Capital, LP | 2,299 | $198.0K | 0.01% | +2,299 | New |
| Fingerlakes Wealth Management, Inc. | 2,322 | $200.0K | 0.29% | −159−6.4% | Reduced |
| Isthmus Partners, LLC | 2,328 | $200.0K | 0.03% | 00.0% | Unchanged |
| Citizens Business Bank | 2,337 | $201.0K | 0.05% | +34+1.5% | Added |
| Wealth Advisors of Iowa, LLC | 2,347 | $202.0K | 0.19% | −8,316−78.0% | Reduced |
| Bowen Hanes & Co Inc | 2,345 | $202.0K | 0.01% | −1,040−30.7% | Reduced |
| Lee Financial Group Hawaii, Inc. | 2,350 | $202.0K | 0.20% | 00.0% | Unchanged |
| Verity & Verity, LLC | 2,340 | $202.0K | 0.03% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 2,344 | $202.0K | 0.14% | +2,344 | New |
| LGL Partners, LLC | 2,340 | $202.0K | 0.04% | +2,340 | New |
| Pavion Blue Capital, LLC | 2,360 | $203.0K | 0.15% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 2,352 | $203.0K | 0.06% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,352 | $203.0K | 0.04% | +2,352 | New |
| Bay Rivers Group | 2,368 | $204.0K | 0.20% | −100−4.1% | Reduced |
| Wolff Wiese Magana LLC | 2,372 | $204.0K | 0.16% | −15−0.6% | Reduced |
| Mount Vernon Associates Inc | 2,370 | $204.0K | 0.27% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 2,363 | $204.0K | 0.28% | +2,363 | New |
| Annapolis Financial Services, LLC | 2,383 | $205.0K | 0.08% | +22+0.9% | Added |
| Quantum Financial Advisors, LLC | 2,375 | $205.0K | 0.09% | +3+0.1% | Added |
| Investment Advisory Group, LLC | 2,398 | $207.0K | 0.14% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 2,404 | $207.0K | 0.10% | +172+7.7% | Added |
| Raymond James Trust Co. of NH | 2,406 | $207.0K | 1.81% | +2,406 | New |
| Hanlon Investment Management, Inc. | 2,421 | $208.0K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 2,429 | $209.0K | 0.19% | −2,391−49.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,426 | $209.0K | 0.38% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 2,426 | $209.0K | 0.06% | +18+0.7% | Added |
| Marshall & Sullivan Inc | 2,450 | $210.0K | 0.15% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 2,442 | $211.0K | 0.24% | −130−5.1% | Reduced |
| Gould Asset Management LLC | 2,452 | $211.0K | 0.07% | −25−1.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,462 | $212.0K | 0.16% | −291−10.6% | Reduced |
| Community Bank of Raymore | 2,465 | $212.0K | 0.07% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 2,467 | $212.0K | 0.21% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 2,456 | $212.0K | 0.08% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 2,478 | $213.0K | 0.32% | −66−2.6% | Reduced |
| Spinnaker Investment Group, LLC | 2,484 | $213.0K | 0.08% | +50+2.1% | Added |
| Motive Wealth Advisors | 2,480 | $214.0K | 0.17% | +2,480 | New |
| Prostatis Group LLC | 2,487 | $214.2K | 0.25% | +125+5.3% | Added |
| Conestoga Capital Advisors, LLC | 2,500 | $215.0K | 0.00% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 2,500 | $215.0K | 0.15% | 00.0% | Unchanged |
| Independent Investors Inc | 2,525 | $217.0K | 0.06% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 2,517 | $217.0K | 0.09% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,532 | $218.0K | 0.26% | −1,681−39.9% | Reduced |
| D.B. Root & Company, LLC | 2,538 | $218.0K | 0.10% | −64−2.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,531 | $218.0K | 0.05% | 00.0% | Unchanged |
| KWB Wealth | 2,534 | $218.0K | 0.04% | +11+0.4% | Added |