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 |
|---|---|---|---|---|---|
| Patton Albertson Miller Group, LLC | 40,832 | $3.52M | 0.76% | +1,888+4.8% | Added |
| Albion Financial Group | 41,033 | $3.53M | 0.36% | +777+1.9% | Added |
| Capital Planning Advisors, LLC | 41,059 | $3.54M | 0.95% | +22,767+124.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 41,137 | $3.54M | 2.19% | −2,163−5.0% | Reduced |
| TFC Financial Management | 41,138 | $3.54M | 1.12% | −200−0.5% | Reduced |
| Omers Administration Corp | 41,146 | $3.54M | 0.06% | +41,146 | New |
| White Pine Capital LLC | 41,258 | $3.55M | 1.48% | +153+0.4% | Added |
| Ancora Advisors, LLC | 41,567 | $3.58M | 0.11% | −1,571−3.6% | Reduced |
| Keene & Associates, Inc. | 41,585 | $3.58M | 3.29% | −535−1.3% | Reduced |
| Conning Inc. | 41,898 | $3.61M | 0.13% | −2,024−4.6% | Reduced |
| Hilltop Holdings Inc. | 42,036 | $3.62M | 0.49% | +4,786+12.8% | Added |
| Chatham Capital Group, Inc. | 42,043 | $3.62M | 0.89% | +764+1.9% | Added |
| Bowling Portfolio Management LLC | 42,086 | $3.62M | 1.00% | −718−1.7% | Reduced |
| Dean Investment Associates, LLC | 42,119 | $3.63M | 0.74% | +6,181+17.2% | Added |
| Arete Wealth Advisors, LLC | 42,216 | $3.64M | 0.36% | −21,492−33.7% | Reduced |
| Texas Yale Capital Corp. | 42,408 | $3.65M | 0.23% | +1,035+2.5% | Added |
| AdvisorNet Financial, Inc | 42,643 | $3.67M | 0.37% | +179+0.4% | Added |
| Hengehold Capital Management LLC | 42,681 | $3.68M | 0.57% | +123+0.3% | Added |
| Sawtooth Solutions, LLC | 42,733 | $3.68M | 0.53% | +8,466+24.7% | Added |
| Finer Wealth Management, Inc. | 42,768 | $3.68M | 3.62% | −236−0.5% | Reduced |
| Manchester Capital Management LLC | 42,783 | $3.68M | 0.64% | +1,970+4.8% | Added |
| Signaturefd, LLC | 42,917 | $3.70M | 0.13% | +1,758+4.3% | Added |
| Beddow Capital Management Inc | 42,928 | $3.70M | 2.24% | 00.0% | Unchanged |
| Costello Asset Management, INC | 42,940 | $3.70M | 3.49% | −2,140−4.7% | Reduced |
| Coastline Trust Co | 42,946 | $3.70M | 0.59% | −200−0.5% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 42,699 | $3.71M | 1.18% | −2,599−5.7% | Reduced |
| PKO Investment Management Joint-Stock Co | 43,376 | $3.74M | 0.63% | −3,775−8.0% | Reduced |
| Whitener Capital Management, Inc. | 43,384 | $3.74M | 1.77% | +469+1.1% | Added |
| Soltis Investment Advisors LLC | 43,401 | $3.74M | 0.56% | +2,431+5.9% | Added |
| First Financial Bank - Trust Division | 43,472 | $3.74M | 0.46% | −474−1.1% | Reduced |
| IFP Advisors, Inc | 61,578 | $3.74M | 0.11% | +6,847+12.5% | Added |
| B & T Capital Management DBA Alpha Capital Management | 43,504 | $3.75M | 0.99% | +1,048+2.5% | Added |
| SFMG, LLC | 41,519 | $3.75M | 0.44% | +768+1.9% | Added |
| Carnegie Capital Asset Management, LLC | 43,613 | $3.76M | 0.18% | +75+0.2% | Added |
| Cypress Asset Management Inc | 43,696 | $3.76M | 1.44% | −340−0.8% | Reduced |
| Legacy Private Trust Co. | 43,843 | $3.78M | 0.36% | +4,486+11.4% | Added |
| Budros, Ruhlin & Roe, Inc. | 43,919 | $3.78M | 0.46% | −4,772−9.8% | Reduced |
| RFG Advisory, LLC | 37,261 | $3.78M | 0.22% | +3,169+9.3% | Added |
| Arden Trust Co | 43,971 | $3.79M | 0.96% | −3,411−7.2% | Reduced |
| Orion Portfolio Solutions, LLC | 44,013 | $3.79M | 0.15% | +14,010+46.7% | Added |
| Wealthspire Advisors, LLC | 44,192 | $3.81M | 0.08% | +431+1.0% | Added |
| Laurel Wealth Advisors, Inc. | 44,203 | $3.81M | 0.41% | −24−0.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 44,240 | $3.81M | 0.30% | −1,059−2.3% | Reduced |
| Spinnaker Trust | 44,262 | $3.81M | 0.32% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 44,296 | $3.81M | 0.62% | −1,321−2.9% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 44,380 | $3.82M | 0.95% | −3,640−7.6% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,473 | $3.83M | 1.16% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 44,478 | $3.83M | 0.14% | +6,307+16.5% | Added |
| Sumitomo Life Insurance Co | 44,677 | $3.85M | 0.16% | −5,440−10.9% | Reduced |
| Girard Partners Ltd. | 44,723 | $3.85M | 0.51% | −1,663−3.6% | Reduced |
| Castellan Group, LLC | 44,755 | $3.85M | 3.00% | −2,795−5.9% | Reduced |
| Signature Wealth Management Group | 44,857 | $3.86M | 1.96% | −2,441−5.2% | Reduced |
| Scott & Selber, Inc. | 44,851 | $3.86M | 1.86% | +224+0.5% | Added |
| Biltmore Family Office, LLC | 44,497 | $3.86M | 0.89% | +298+0.7% | Added |
| Trustmark National Bank Trust Department | 44,849 | $3.86M | 0.37% | +634+1.4% | Added |
| Bray Capital Advisors | 44,879 | $3.87M | 1.21% | −84−0.2% | Reduced |
| Private Trust Co NA | 45,142 | $3.89M | 0.63% | +2,841+6.7% | Added |
| J. W. Coons Advisors, LLC | 45,173 | $3.89M | 1.47% | +2,100+4.9% | Added |
| Mogy Joel R Investment Counsel Inc | 45,236 | $3.90M | 0.41% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 45,325 | $3.90M | 2.11% | −314−0.7% | Reduced |
| Affinity Investment Advisors, LLC | 45,333 | $3.90M | 2.03% | −1,264−2.7% | Reduced |
| Abbrea Capital, LLC | 44,992 | $3.91M | 0.74% | +358+0.8% | Added |
| Asio Capital, LLC | 45,378 | $3.91M | 1.24% | +650+1.5% | Added |
| We Are One Seven, LLC | 42,877 | $3.91M | 0.37% | +3,954+10.2% | Added |
| Bailard, Inc. | 45,398 | $3.91M | 0.16% | +3,082+7.3% | Added |
| Ashford Capital Management Inc | 45,433 | $3.91M | 0.60% | −18,624−29.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 45,560 | $3.92M | 3.17% | −577−1.3% | Reduced |
| Lifeworks Advisors, LLC | 38,813 | $3.93M | 2.23% | +1,521+4.1% | Added |
| Scissortail Wealth Management, LLC | 39,559 | $3.93M | 2.04% | +9,403+31.2% | Added |
| Plimoth Trust Co LLC | 45,753 | $3.94M | 1.36% | −124−0.3% | Reduced |
| DF Dent & Co Inc | 45,795 | $3.94M | 0.06% | +826+1.8% | Added |
| Comerica Securities,inc. | 45,475 | $3.95M | 0.32% | −78−0.2% | Reduced |
| Appleton Partners Inc | 45,838 | $3.95M | 0.39% | +8,122+21.5% | Added |
| Avitas Wealth Management LLC | 46,100 | $3.97M | 0.91% | +711+1.6% | Added |
| Sound View Wealth Advisors Group, LLC | 46,111 | $3.97M | 0.89% | −814−1.7% | Reduced |
| Hendley & Co Inc | 46,179 | $3.98M | 1.83% | −50−0.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 46,199 | $3.98M | 1.23% | −1,653−3.5% | Reduced |
| WealthTrust Axiom LLC | 46,239 | $3.98M | 1.52% | +40.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 46,261 | $3.98M | 0.17% | +246+0.5% | Added |
| LMR Partners LLP | 46,268 | $3.98M | 0.10% | +46,268 | New |
| Rowland & Co Investment Counsel | 46,398 | $4.00M | 1.08% | −45−0.1% | Reduced |
| Siena Capital LLC | 46,480 | $4.00M | 2.61% | −874−1.8% | Reduced |
| Marathon Capital Management | 46,565 | $4.01M | 1.15% | −69−0.1% | Reduced |
| M. Kulyk & Associates, LLC | 46,558 | $4.01M | 1.39% | +46,558 | New |
| Founders Capital Management | 46,917 | $4.04M | 3.30% | −344−0.7% | Reduced |
| Greylin Investment Mangement Inc | 46,945 | $4.04M | 0.84% | −145−0.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 46,983 | $4.05M | 0.55% | +1,982+4.4% | Added |
| J.W. Cole Advisors, Inc. | 47,051 | $4.05M | 0.34% | −1,014−2.1% | Reduced |
| Pittenger & Anderson Inc | 47,050 | $4.05M | 0.24% | +705+1.5% | Added |
| ESG Planning | 47,394 | $4.08M | 4.18% | +2,760+6.2% | Added |
| Wisconsin Capital Management LLC | 47,384 | $4.08M | 3.19% | −1,169−2.4% | Reduced |
| Investment Management of Virginia LLC | 47,549 | $4.10M | 0.89% | −6,810−12.5% | Reduced |
| Butensky & Cohen Financial Security, Inc | 47,569 | $4.10M | 1.70% | +3,853+8.8% | Added |
| Ziegler Capital Management, LLC | 47,648 | $4.10M | 0.18% | −1,043−2.1% | Reduced |
| Meridian Wealth Advisors, LLC | 47,643 | $4.10M | 1.16% | +617+1.3% | Added |
| Leavell Investment Management, Inc. | 47,413 | $4.12M | 0.33% | +2,515+5.6% | Added |
| Sandy Spring Bank | 48,073 | $4.14M | 0.26% | −815−1.7% | Reduced |
| Desjardins Global Asset Management Inc. | 48,134 | $4.14M | 0.52% | −1,310−2.6% | Reduced |
| Stratos Wealth Advisors, LLC | 48,174 | $4.15M | 0.44% | −1,385−2.8% | Reduced |
| Harrell Investment Partners, LLC | 48,407 | $4.17M | 1.74% | +4,594+10.5% | Added |