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 |
|---|---|---|---|---|---|
| Source Financial Advisors LLC | 2,549 | $219.0K | 0.09% | +277+12.2% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,569 | $221.0K | 0.08% | +14+0.5% | Added |
| MPS Loria Financial Planners, LLC | 2,560 | $221.0K | 0.09% | +108+4.4% | Added |
| Carolinas Wealth Consulting LLC | 17,905 | $222.0K | 0.06% | −262−1.4% | Reduced |
| Security National Bank of So Dak | 2,576 | $222.0K | 0.20% | −25−1.0% | Reduced |
| PAX Financial Group, LLC | 2,573 | $222.0K | 0.06% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,579 | $222.0K | 0.13% | +15+0.6% | Added |
| Sandy Cove Advisors, LLC | 2,575 | $222.0K | 0.20% | +115+4.7% | Added |
| ERn Financial, LLC | 2,577 | $222.0K | 0.06% | +231+9.8% | Added |
| Avenue 1 Advisors, LLC | 2,594 | $223.0K | 0.14% | −97−3.6% | Reduced |
| Wade Financial Advisory, Inc | 2,587 | $223.0K | 0.11% | 00.0% | Unchanged |
| NWK Group, Inc. | 2,600 | $224.0K | 0.17% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,604 | $224.0K | 0.28% | +234+9.9% | Added |
| Spartan Planning & Wealth Management | 2,615 | $225.0K | 0.29% | −1,411−35.0% | Reduced |
| Montis Financial, LLC | 2,612 | $225.0K | 0.22% | −326−11.1% | Reduced |
| Selective Wealth Management, Inc. | 2,610 | $225.0K | 0.10% | −31−1.2% | Reduced |
| Northstar Advisory Group, LLC | 2,617 | $225.0K | 0.20% | +2,617 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,619 | $226.0K | 0.01% | +2,619 | New |
| HM Capital Management, LLC | 2,634 | $227.0K | 0.14% | +6+0.2% | Added |
| Mattern Capital Management, LLC | 2,635 | $227.0K | 0.05% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 2,632 | $227.0K | 0.09% | +150+6.0% | Added |
| Parus Finance (UK) Ltd | 2,648 | $228.0K | 0.20% | −23,964−90.0% | Reduced |
| Elgethun Capital Management | 2,662 | $229.0K | 0.09% | −37,744−93.4% | Reduced |
| HMS Capital Management, LLC | 2,660 | $229.0K | 0.14% | +127+5.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 2,655 | $229.0K | 0.06% | +2,655 | New |
| Triad Investment Management | 2,675 | $230.0K | 0.40% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 2,666 | $230.0K | 0.06% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,652 | $230.0K | 0.09% | +77+3.0% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,684 | $231.0K | 0.20% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 2,680 | $231.0K | 0.08% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,679 | $231.0K | 0.12% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 2,684 | $231.0K | 0.09% | +200+8.1% | Added |
| Colton Groome Financial Advisors, LLC | 2,687 | $231.0K | 0.12% | +2,687 | New |
| Claris Advisors, LLC | 2,697 | $232.0K | 0.27% | −170−5.9% | Reduced |
| Towerpoint Wealth, LLC | 2,689 | $232.0K | 0.14% | +43+1.6% | Added |
| Firethorn Wealth Partners, LLC | 2,699 | $232.0K | 0.22% | +65+2.5% | Added |
| MBE Wealth Management, LLC | 2,707 | $233.0K | 0.17% | −167−5.8% | Reduced |
| Maripau Wealth Management LLC | 2,306 | $233.0K | 0.25% | +2,306 | New |
| Triton Wealth Management, PLLC | 2,650 | $234.0K | 0.14% | 00.0% | Unchanged |
| Tamar Securities, LLC | 2,724 | $235.0K | 0.08% | −36−1.3% | Reduced |
| Randolph Co Inc | 2,726 | $235.0K | 0.04% | 00.0% | Unchanged |
| Transform Wealth, LLC | 2,729 | $236.0K | 0.03% | −1,520−35.8% | Reduced |
| TD Capital Management LLC | 2,744 | $236.0K | 0.03% | −40−1.4% | Reduced |
| Freedom Day Solutions, LLC | 2,747 | $237.0K | 0.13% | −382−12.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 2,754 | $237.0K | 0.13% | +210+8.3% | Added |
| First Community Trust NA | 2,782 | $240.0K | 0.33% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 2,782 | $240.0K | 0.06% | +334+13.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,781 | $240.0K | 0.15% | +2,781 | New |
| Armstrong Henry H Associates Inc | 2,795 | $241.0K | 0.03% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 2,800 | $241.0K | 0.10% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,465 | $241.0K | 0.29% | +12+0.5% | Added |
| Detalus Advisors, LLC | 2,808 | $242.0K | 0.15% | −228−7.5% | Reduced |
| Flaharty Asset Management, LLC | 2,805 | $242.0K | 0.05% | +2,805 | New |
| Grant Street Asset Management, Inc. | 2,823 | $243.0K | 0.11% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 2,816 | $243.0K | 0.06% | +166+6.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 2,830 | $244.0K | 0.10% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 2,832 | $244.0K | 0.17% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 2,845 | $245.0K | 0.07% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 2,845 | $245.0K | 0.14% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 2,843 | $245.0K | 0.08% | +522+22.5% | Added |
| Droms Strauss Advisors Inc | 2,844 | $245.0K | 0.12% | +2,844 | New |
| SkyOak Wealth, LLC | 2,863 | $247.0K | 0.09% | +38+1.3% | Added |
| Wallington Asset Management, LLC | 2,863 | $247.0K | 0.06% | +77+2.8% | Added |
| William Allan, LLC | 2,869 | $247.0K | 0.23% | +295+11.5% | Added |
| Osborne Partners Capital Management, LLC | 2,873 | $247.0K | 0.02% | +403+16.3% | Added |
| White Lighthouse Investment Management Inc. | 2,879 | $248.0K | 0.07% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 2,895 | $249.0K | 0.09% | −1,399−32.6% | Reduced |
| Maryland Capital Advisors Inc. | 2,893 | $249.0K | 0.26% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,889 | $249.0K | 0.08% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 2,895 | $249.0K | 0.14% | +40+1.4% | Added |
| Private Capital Management LLC | 2,895 | $249.0K | 0.09% | +213+7.9% | Added |
| DFPG Investments, LLC | 2,611 | $250.0K | 0.11% | −491−15.8% | Reduced |
| Blume Capital Management, Inc. | 2,900 | $250.0K | 0.09% | −172−5.6% | Reduced |
| Coastal Capital Group, Inc. | 2,897 | $250.0K | 0.07% | +250+9.4% | Added |
| Carmel Capital Partners, LLC | 2,914 | $251.0K | 0.24% | +188+6.9% | Added |
| Colonial Trust Advisors | 2,915 | $251.0K | 0.03% | +2,915 | New |
| New World Advisors LLC | 2,925 | $252.0K | 0.12% | −100−3.3% | Reduced |
| Vantage Consulting Group Inc | 2,943 | $253.0K | 0.15% | +180+6.5% | Added |
| Syntax Advisors, LLC | 2,943 | $253.0K | 0.22% | +180+6.5% | Added |
| WealthBridge Capital Management, LLC | 2,785 | $254.0K | 0.11% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,956 | $255.0K | 0.21% | 00.0% | Unchanged |
| Menard Financial Group LLC | 2,968 | $256.0K | 0.46% | −690−18.9% | Reduced |
| Chapman Investment Management, LLC | 2,976 | $256.0K | 0.19% | −150−4.8% | Reduced |
| Tiedemann Advisors, LLC | 2,963 | $256.0K | 0.02% | +326+12.4% | Added |
| Prosperity Consulting Group, LLC | 2,981 | $257.0K | 0.21% | −268−8.2% | Reduced |
| Robotti Robert | 3,000 | $258.0K | 0.06% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,000 | $258.0K | 0.08% | 00.0% | Unchanged |
| Campbell Wealth Management | 2,994 | $258.0K | 0.04% | +2,994 | New |
| AlphaCentric Advisors LLC | 3,000 | $258.0K | 0.26% | +3,000 | New |
| DSC Advisors, L.P. | 3,003 | $259.0K | 0.28% | −1,386−31.6% | Reduced |
| Greenspring Advisors, LLC | 3,005 | $259.0K | 0.08% | −98−3.2% | Reduced |
| RBA Wealth Management, LLC | 3,012 | $259.0K | 0.15% | −38−1.2% | Reduced |
| Adamsbrown Wealth Consultants LLC | 3,011 | $259.0K | 0.20% | +3+0.1% | Added |
| PFS Partners, LLC | 3,025 | $260.6K | 0.28% | +90+3.1% | Added |
| Waterfront Wealth Inc. | 2,586 | $261.0K | 0.10% | +159+6.6% | Added |
| Morris Financial Concepts, Inc. | 3,037 | $262.0K | 0.27% | −50−1.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 3,051 | $263.0K | 0.01% | −1,920−38.6% | Reduced |
| Windsor Group LTD | 3,002 | $263.0K | 0.07% | −334−10.0% | Reduced |
| FirstPurpose Wealth LLC | 3,051 | $263.0K | 0.17% | +83+2.8% | Added |
| True Link Financial Advisors, LLC | 3,050 | $263.0K | 0.04% | +3,050 | New |