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 |
|---|---|---|---|---|---|
| Naples Global Advisors, LLC | 96,164 | $8.35M | 1.15% | +1,130+1.2% | Added |
| Circle Wealth Management, LLC | 97,423 | $8.39M | 1.38% | +180+0.2% | Added |
| Hi-Line Capital Management, LLC | 96,946 | $8.42M | 3.39% | +2,217+2.3% | Added |
| Integrated Advisors Network LLC | 97,819 | $8.42M | 0.57% | +8,191+9.1% | Added |
| McKinley Capital Management LLC /Delaware | 97,823 | $8.42M | 1.14% | +71,167+267.0% | Added |
| Busey Wealth Management | 97,936 | $8.44M | 0.42% | −1,010−1.0% | Reduced |
| Stamos Capital Partners, L.P. | 98,130 | $8.45M | 2.15% | +5,830+6.3% | Added |
| Advisor Partners II, LLC | 98,384 | $8.47M | 0.64% | +98,384 | New |
| Lincoln National Corp | 98,749 | $8.50M | 0.21% | +5,243+5.6% | Added |
| Moody Lynn & Lieberson, LLC | 99,307 | $8.55M | 0.83% | −2,619−2.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 99,610 | $8.58M | 0.20% | +753+0.8% | Added |
| Mount Yale Investment Advisors, LLC | 100,150 | $8.63M | 1.15% | +1,894+1.9% | Added |
| Sompo Asset Management Co., Ltd. | 100,310 | $8.64M | 2.20% | +430+0.4% | Added |
| Leuthold Group, LLC | 100,658 | $8.67M | 1.31% | +16,109+19.1% | Added |
| Johnson Investment Counsel Inc | 100,735 | $8.68M | 0.13% | −1,349−1.3% | Reduced |
| Churchill Management Corp | 100,759 | $8.68M | 0.23% | +1,350+1.4% | Added |
| Siemens Fonds Invest GmbH | 101,629 | $8.75M | 1.01% | −867−0.8% | Reduced |
| CIBC World Markets Corp | 102,317 | $8.81M | 0.12% | −608,873−85.6% | Reduced |
| Park National Corp | 102,623 | $8.84M | 0.44% | +394+0.4% | Added |
| Lee Danner & Bass Inc | 103,260 | $8.89M | 0.94% | −593−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 102,576 | $8.90M | 0.67% | −18,035−15.0% | Reduced |
| SP Asset Management | 103,588 | $8.92M | 1.22% | +702+0.7% | Added |
| D. E. Shaw & Co., Inc. | 103,993 | $8.96M | 0.02% | −263,897−71.7% | Reduced |
| West Coast Financial LLC | 104,245 | $8.98M | 1.65% | +1,746+1.7% | Added |
| Sicart Associates LLC | 103,535 | $8.99M | 3.19% | −20,257−16.4% | Reduced |
| Lynch & Associates | 104,953 | $9.04M | 2.64% | +654+0.6% | Added |
| Lowe Brockenbrough & Co Inc | 104,405 | $9.05M | 0.87% | −37,748−26.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 105,333 | $9.07M | 2.53% | −465−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 105,596 | $9.09M | 1.04% | −5,821−5.2% | Reduced |
| Dowling & Yahnke LLC | 105,758 | $9.11M | 0.42% | +100+0.1% | Added |
| 1st Source Bank | 106,210 | $9.15M | 0.67% | +486+0.5% | Added |
| Grassi Investment Management | 106,654 | $9.19M | 1.35% | −199−0.2% | Reduced |
| EP Wealth Advisors, LLC | 107,233 | $9.23M | 0.21% | +76,714+251.4% | Added |
| GHP Investment Advisors, Inc. | 107,632 | $9.27M | 0.71% | +3,643+3.5% | Added |
| Allstate Corp | 107,842 | $9.29M | 0.27% | −636−0.6% | Reduced |
| Camden National Bank | 107,871 | $9.29M | 2.07% | −827−0.8% | Reduced |
| Bard Financial Services, Inc. | 108,243 | $9.32M | 0.87% | +1,375+1.3% | Added |
| Kinneret Advisory, LLC | 107,829 | $9.36M | 1.30% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 108,843 | $9.37M | 0.40% | −317−0.3% | Reduced |
| Estabrook Capital Management | 109,169 | $9.40M | 1.75% | −345−0.3% | Reduced |
| Cutler Investment Counsel LLC | 109,246 | $9.48M | 1.58% | −82−0.1% | Reduced |
| Horizon Investments, LLC | 110,434 | $9.51M | 0.30% | +23,248+26.7% | Added |
| Jane Street Group, LLC | 110,837 | $9.55M | 0.02% | −33,264−23.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 111,418 | $9.60M | 1.47% | +2,988+2.8% | Added |
| Squarepoint Ops LLC | 111,548 | $9.61M | 0.09% | −678−0.6% | Reduced |
| Bright Rock Capital Management, LLC | 112,000 | $9.64M | 2.71% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 106,772 | $9.66M | 0.80% | −22,009−17.1% | Reduced |
| Maryland Capital Management | 112,477 | $9.69M | 0.81% | +9,047+8.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 112,490 | $9.69M | 1.18% | −1,389−1.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 112,733 | $9.71M | 1.12% | −1,907−1.7% | Reduced |
| Evercore Wealth Management, LLC | 112,953 | $9.73M | 0.22% | +1,905+1.7% | Added |
| Brookfield Asset Management Inc. | 112,989 | $9.73M | 0.04% | +53,642+90.4% | Added |
| Canandaigua National Corp | 113,149 | $9.74M | 1.73% | +9,863+9.5% | Added |
| Ferguson Wellman Capital Management, Inc | 114,686 | $9.88M | 0.39% | +13,520+13.4% | Added |
| Morgan Dempsey Capital Management LLC | 115,900 | $9.98M | 3.29% | +400+0.3% | Added |
| Parsons Capital Management Inc | 116,153 | $10.0M | 0.90% | +16,779+16.9% | Added |
| Hoylecohen, LLC | 116,297 | $10.0M | 1.10% | +195+0.2% | Added |
| Primecap Management Co | 116,500 | $10.0M | 0.01% | −18,400−13.6% | Reduced |
| Country Club Bank | 115,907 | $10.0M | 0.96% | −2,806−2.4% | Reduced |
| Shell Asset Management Co | 116,670 | $10.0M | 0.39% | −27,365−19.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 117,069 | $10.1M | 0.83% | +9,098+8.4% | Added |
| Bank of the West | 117,539 | $10.1M | 1.32% | −1,715−1.4% | Reduced |
| Wetherby Asset Management Inc | 119,163 | $10.3M | 0.72% | +2,683+2.3% | Added |
| Investment House LLC | 119,289 | $10.3M | 0.96% | +22,490+23.2% | Added |
| Avantax Advisory Services, Inc. | 119,576 | $10.3M | 0.16% | +9,342+8.5% | Added |
| Cheviot Value Management, LLC | 119,718 | $10.3M | 2.82% | −1,832−1.5% | Reduced |
| Bizma Investimentos Ltda | 120,000 | $10.3M | 7.20% | 00.0% | Unchanged |
| Gabalex Capital Management LLC | 120,000 | $10.3M | 5.70% | +20,000+20.0% | Added |
| Curi Capital | 120,211 | $10.4M | 1.72% | +5,367+4.7% | Added |
| Trust Co of Vermont | 120,685 | $10.4M | 0.82% | +11,319+10.3% | Added |
| Stockman Wealth Management, Inc. | 121,437 | $10.5M | 2.84% | +6,637+5.8% | Added |
| Community Bank, N.A. | 122,258 | $10.5M | 1.61% | +2,264+1.9% | Added |
| Hennessy Advisors Inc | 123,100 | $10.6M | 0.73% | −4,200−3.3% | Reduced |
| Chilton Investment Co LLC | 123,476 | $10.6M | 0.33% | −1,175−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 123,849 | $10.7M | 0.62% | −2,387−1.9% | Reduced |
| Congress Wealth Management LLC | 123,968 | $10.7M | 0.29% | +3,846+3.2% | Added |
| Park Avenue Securities LLC | 124,274 | $10.7M | 0.21% | +7,695+6.6% | Added |
| American Assets Investment Management, LLC | 125,000 | $10.8M | 1.40% | 00.0% | Unchanged |
| M&R Capital Management Inc | 125,009 | $10.8M | 3.04% | +299+0.2% | Added |
| Advisory Services Network, LLC | 125,832 | $10.8M | 0.38% | +3,228+2.6% | Added |
| Auxier Asset Management | 125,917 | $10.8M | 2.09% | −152−0.1% | Reduced |
| Banque Cantonale Vaudoise | 126,723 | $10.9M | 0.62% | −17,024−11.8% | Reduced |
| Griffin Asset Management, Inc. | 126,877 | $10.9M | 1.82% | +280.0% | Added |
| Te Ahumairangi Investment Management Ltd | 127,237 | $11.0M | 1.86% | −12,095−8.7% | Reduced |
| Sequoia Financial Advisors, LLC | 127,313 | $11.0M | 0.35% | −1,218−0.9% | Reduced |
| Flputnam Investment Management Co | 127,416 | $11.0M | 0.43% | +42,882+50.7% | Added |
| Woodstock Corp | 127,505 | $11.0M | 1.63% | +673+0.5% | Added |
| Tufton Capital Management | 127,536 | $11.0M | 2.65% | −43,026−25.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 127,543 | $11.0M | 3.14% | +1,442+1.1% | Added |
| Stonebridge Capital Advisors LLC | 127,787 | $11.0M | 1.42% | +525+0.4% | Added |
| PGGM Investments | 127,829 | $11.0M | 0.19% | +127,829 | New |
| Alley Investment Management Company, LLC | 127,877 | $11.0M | 2.20% | −78−0.1% | Reduced |
| Jacobs & Co | 127,910 | $11.0M | 1.58% | −1,498−1.2% | Reduced |
| Financial Partners Capital Management LLC | 128,078 | $11.0M | 2.61% | −675−0.5% | Reduced |
| Central Trust Co | 128,311 | $11.1M | 0.38% | +6,307+5.2% | Added |
| Nicola Wealth Management Ltd. | 128,500 | $11.1M | 1.21% | −2,789−2.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 128,540 | $11.1M | 2.15% | +306+0.2% | Added |
| Farmers & Merchants Investments Inc | 129,268 | $11.1M | 0.50% | −1,758−1.3% | Reduced |
| New Mexico Educational Retirement Board | 129,286 | $11.1M | 0.60% | −10,700−7.6% | Reduced |
| Logan Capital Management Inc | 129,919 | $11.2M | 0.67% | +522+0.4% | Added |