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 |
|---|---|---|---|---|---|
| Edgemoor Investment Advisors, Inc. | 59,307 | $5.11M | 0.68% | −65−0.1% | Reduced |
| Equitable Trust Co | 59,320 | $5.11M | 0.43% | +705+1.2% | Added |
| Cypress Capital Group | 59,445 | $5.12M | 0.85% | +1,047+1.8% | Added |
| Bank Ozk | 59,549 | $5.13M | 2.78% | −1,089−1.8% | Reduced |
| SG Americas Securities, LLC | 59,611 | $5.13M | 0.08% | −34,605−36.7% | Reduced |
| BKD Wealth Advisors, LLC | 59,687 | $5.14M | 0.21% | +1,535+2.6% | Added |
| Townsend & Associates, Inc | 50,657 | $5.14M | 2.38% | +1,647+3.4% | Added |
| Opus Investment Management Inc | 60,000 | $5.17M | 1.20% | 00.0% | Unchanged |
| Berkshire Bank | 60,000 | $5.17M | 1.58% | −914−1.5% | Reduced |
| Ascent Group, LLC | 51,136 | $5.17M | 0.63% | +6,123+13.6% | Added |
| Level Four Advisory Services, LLC | 60,221 | $5.19M | 0.50% | −4,647−7.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 60,428 | $5.20M | 3.64% | +1,935+3.3% | Added |
| Narwhal Capital Management | 60,487 | $5.21M | 0.75% | +4,947+8.9% | Added |
| Rench Wealth Management, Inc. | 60,506 | $5.21M | 2.92% | −545−0.9% | Reduced |
| Carolina Wealth Advisors, LLC | 60,538 | $5.21M | 4.09% | +766+1.3% | Added |
| Trust Co of Toledo NA | 60,712 | $5.23M | 1.01% | −3,105−4.9% | Reduced |
| Andesa Financial Management Inc. | 60,716 | $5.23M | 1.83% | +28,512+88.5% | Added |
| Royal Fund Management, LLC | 60,817 | $5.24M | 0.97% | −1,453−2.3% | Reduced |
| FRG Family Wealth Advisors LLC | 60,882 | $5.24M | 1.29% | −425−0.7% | Reduced |
| Oliver Luxxe Assets LLC | 61,384 | $5.29M | 1.65% | +1,068+1.8% | Added |
| Rothschild Capital Partners, LLC | 61,453 | $5.29M | 2.43% | 00.0% | Unchanged |
| Chicago Trust Co NA | 61,505 | $5.30M | 1.37% | −717−1.2% | Reduced |
| Empirical Finance, LLC | 61,519 | $5.30M | 0.63% | +9,996+19.4% | Added |
| BLB&B Advisors, LLC | 61,533 | $5.30M | 0.44% | −309−0.5% | Reduced |
| GFS Advisors, LLC | 61,651 | $5.31M | 1.27% | −782−1.3% | Reduced |
| Courier Capital LLC | 61,667 | $5.31M | 0.66% | −989−1.6% | Reduced |
| Buck Wealth Strategies, LLC | 51,788 | $5.33M | 2.49% | +51,788 | New |
| Brick & Kyle, Associates | 61,695 | $5.33M | 3.23% | +1,272+2.1% | Added |
| Independent Advisor Alliance | 61,981 | $5.34M | 0.31% | +3,918+6.7% | Added |
| Capital Counsel LLC | 62,183 | $5.36M | 0.35% | 00.0% | Unchanged |
| JB Capital LLC | 62,195 | $5.36M | 0.59% | +46,445+294.9% | Added |
| Northeast Investment Management | 62,249 | $5.36M | 0.36% | +467+0.8% | Added |
| Advisors Capital Management, LLC | 53,443 | $5.36M | 0.14% | +1,907+3.7% | Added |
| Barbara Oil Co. | 62,295 | $5.37M | 2.94% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 62,313 | $5.37M | 1.40% | −383−0.6% | Reduced |
| NBT Bank N A | 62,304 | $5.37M | 0.88% | +193+0.3% | Added |
| Hedeker Wealth, LLC | 62,332 | $5.37M | 2.09% | −492−0.8% | Reduced |
| Apollon Wealth Management, LLC | 62,499 | $5.38M | 0.44% | +2,585+4.3% | Added |
| Boston Research & Management Inc | 62,514 | $5.38M | 1.83% | +120+0.2% | Added |
| Regent Investment Management LLC | 62,532 | $5.39M | 1.57% | +800+1.3% | Added |
| Venture Visionary Partners LLC | 62,656 | $5.39M | 0.44% | −3,470−5.2% | Reduced |
| Covenant Asset Management, LLC | 62,715 | $5.40M | 2.17% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 63,131 | $5.44M | 0.37% | −27,471−30.3% | Reduced |
| Beach Investment Counsel Inc | 63,413 | $5.46M | 0.78% | −4,826−7.1% | Reduced |
| SeaCrest Wealth Management, LLC | 63,542 | $5.47M | 0.83% | −1,063−1.6% | Reduced |
| Fort Sheridan Advisors LLC | 63,566 | $5.47M | 1.85% | +409+0.6% | Added |
| Tower Bridge Advisors | 63,673 | $5.48M | 0.49% | −630−1.0% | Reduced |
| Bank of Hawaii | 63,720 | $5.49M | 0.37% | −1,111−1.7% | Reduced |
| First American Bank | 63,846 | $5.50M | 0.57% | +1,148+1.8% | Added |
| Lavaca Capital LLC | 62,063 | $5.52M | 3.10% | −1,029−1.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 64,091 | $5.56M | 1.47% | +1,204+1.9% | Added |
| L & S Advisors Inc | 65,211 | $5.62M | 0.99% | −8,618−11.7% | Reduced |
| Institutional & Family Asset Management, LLC | 65,309 | $5.62M | 1.01% | −151−0.2% | Reduced |
| Inlet Private Wealth, LLC | 65,451 | $5.64M | 1.68% | −15,962−19.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 65,518 | $5.64M | 0.29% | +6,838+11.7% | Added |
| AlphaStar Capital Management, LLC | 65,626 | $5.65M | 0.61% | −9,322−12.4% | Reduced |
| Evergreen Capital Management LLC | 65,286 | $5.66M | 0.30% | +6,730+11.5% | Added |
| Zuckerman Investment Group, LLC | 65,894 | $5.67M | 1.06% | −1,182−1.8% | Reduced |
| Heritage Trust Co | 66,224 | $5.70M | 1.00% | +266+0.4% | Added |
| BTC Capital Management, Inc. | 66,600 | $5.73M | 0.75% | +433+0.7% | Added |
| Pearl River Capital, LLC | 66,584 | $5.73M | 1.07% | +66,584 | New |
| Everence Capital Management Inc | 66,701 | $5.74M | 0.53% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 66,707 | $5.75M | 2.38% | −31,407−32.0% | Reduced |
| Capital Analysts, LLC | 67,123 | $5.78M | 0.40% | +2,053+3.2% | Added |
| Exchange Capital Management, Inc. | 67,168 | $5.79M | 1.34% | −1,989−2.9% | Reduced |
| Martin Capital Partners, LLC | 67,385 | $5.80M | 2.69% | +2,361+3.6% | Added |
| KCM Investment Advisors LLC | 67,473 | $5.81M | 0.27% | +2,457+3.8% | Added |
| Valeo Financial Advisors, LLC | 86,512 | $5.84M | 0.37% | +5,756+7.1% | Added |
| Assetmark, Inc | 67,800 | $5.84M | 0.03% | +6,281+10.2% | Added |
| Garland Capital Management Inc | 67,820 | $5.84M | 5.08% | +1,405+2.1% | Added |
| tru Independence LLC | 67,845 | $5.84M | 2.06% | −5,277−7.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 68,106 | $5.87M | 0.05% | +19,946+41.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 68,351 | $5.89M | 0.16% | +20,103+41.7% | Added |
| Clearstead Advisors, LLC | 68,365 | $5.89M | 0.54% | −24,574−26.4% | Reduced |
| Asset Advisors Investment Management, LLC | 68,423 | $5.89M | 0.84% | −400−0.6% | Reduced |
| Gibraltar Capital Management, Inc. | 68,676 | $5.91M | 3.03% | −1,284−1.8% | Reduced |
| Hamilton Wealth, LLC | 68,813 | $5.93M | 2.50% | −984−1.4% | Reduced |
| Pekin Hardy Strauss, Inc. | 68,901 | $5.93M | 0.99% | +2,218+3.3% | Added |
| Sowell Financial Services LLC | 68,577 | $5.95M | 0.60% | +1,775+2.7% | Added |
| Boit C F David | 69,325 | $5.97M | 4.85% | +69,325 | New |
| Bonness Enterprises Inc | 69,500 | $5.99M | 3.18% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 69,626 | $6.00M | 0.36% | +3,541+5.4% | Added |
| Cardinal Capital Management | 69,635 | $6.00M | 1.42% | +488+0.7% | Added |
| Spire Wealth Management | 69,860 | $6.02M | 0.37% | −49,724−41.6% | Reduced |
| Addenda Capital Inc. | 69,306 | $6.02M | 0.27% | +69,306 | New |
| Symmetry Partners, LLC | 70,412 | $6.06M | 0.41% | −45−0.1% | Reduced |
| De Burlo Group Inc | 70,450 | $6.07M | 1.44% | +65,589+1,349.3% | Added |
| Trust Co of Virginia | 70,519 | $6.07M | 0.77% | −2,616−3.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 70,561 | $6.08M | 0.93% | +198+0.3% | Added |
| First Farmers & Merchants Bank / Trust | 70,844 | $6.10M | 8.09% | −415−0.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 70,335 | $6.10M | 2.57% | +5,740+8.9% | Added |
| HBW Advisory Services LLC | 71,097 | $6.12M | 1.71% | +347+0.5% | Added |
| Principle Wealth Partners LLC | 71,203 | $6.13M | 0.80% | −758−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 71,308 | $6.14M | 0.35% | +29,693+71.4% | Added |
| NewSquare Capital LLC | 71,434 | $6.15M | 0.77% | +4,407+6.6% | Added |
| Eliot Finkel Investment Counsel, LLC | 71,630 | $6.17M | 4.56% | −40−0.1% | Reduced |
| Rossmore Private Capital | 71,742 | $6.18M | 1.11% | +2,068+3.0% | Added |
| Ironwood Investment Counsel, LLC | 72,339 | $6.23M | 1.78% | +809+1.1% | Added |
| TrinityPoint Wealth, LLC | 72,598 | $6.25M | 1.43% | +16,716+29.9% | Added |
| Northwest Bancshares, Inc. | 72,683 | $6.26M | 1.46% | −909−1.2% | Reduced |