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 |
|---|---|---|---|---|---|
| JSF Financial, LLC | 4,282 | $369.0K | 0.14% | −5,534−56.4% | Reduced |
| Cornerstone Wealth Group, LLC | 4,282 | $369.0K | 0.08% | −42−1.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 4,282 | $369.0K | 0.12% | +985+29.9% | Added |
| Capital Financial Services, LLC | 4,300 | $370.0K | 0.55% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 4,310 | $370.0K | 0.47% | +26+0.6% | Added |
| Howard Wealth Management, LLC | 4,323 | $372.0K | 0.26% | +4,323 | New |
| Kidder Stephen W | 4,338 | $373.0K | 0.15% | +163+3.9% | Added |
| Cassia Capital Partners, LLC | 4,342 | $374.0K | 0.34% | −1,118−20.5% | Reduced |
| Crew Capital Management, Ltd. | 4,345 | $374.0K | 0.51% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 4,349 | $375.0K | 0.20% | −18,552−81.0% | Reduced |
| Firestone Capital Management | 4,352 | $375.0K | 0.15% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 4,353 | $375.0K | 0.10% | +457+11.7% | Added |
| Woodley Farra Manion Portfolio Management Inc | 4,336 | $376.0K | 0.03% | −150−3.3% | Reduced |
| Flynn Zito Capital Management, LLC | 4,366 | $376.0K | 0.37% | +4,366 | New |
| Mason Investment Advisory Services, Inc. | 4,372 | $376.5K | 0.04% | +179+4.3% | Added |
| swisspartners Ltd. | 4,390 | $378.0K | 0.39% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4,388 | $378.0K | 0.24% | −20.0% | Reduced |
| Cottage Street Advisors LLC | 4,386 | $378.0K | 0.31% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4,399 | $379.0K | 0.07% | −78−1.7% | Reduced |
| Beta Wealth Group, Inc. | 4,400 | $379.0K | 0.27% | +200+4.8% | Added |
| Hamilton Point Investment Advisors, LLC | 4,368 | $379.0K | 0.12% | +847+24.1% | Added |
| Wedge Capital Management L L P | 4,416 | $380.0K | 0.01% | −105−2.3% | Reduced |
| Jag Capital Management, LLC | 4,416 | $380.0K | 0.05% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 4,335 | $380.0K | 0.54% | +777+21.8% | Added |
| Parisi Gray Wealth Management | 4,432 | $382.0K | 0.29% | +31+0.7% | Added |
| 360 Financial, Inc. | 4,441 | $382.0K | 0.25% | 00.0% | Unchanged |
| Sara-Bay Financial | 4,433 | $382.0K | 0.21% | +480+12.1% | Added |
| Spectrum Management Group, LLC | 4,450 | $383.0K | 0.08% | 00.0% | Unchanged |
| Guild Investment Management, Inc. | 4,449 | $383.0K | 0.66% | +1,317+42.0% | Added |
| Castle Wealth Management LLC | 4,420 | $384.0K | 0.23% | −99−2.2% | Reduced |
| Objective Capital Management, LLC | 4,458 | $384.0K | 0.41% | +15+0.3% | Added |
| Aaron Wealth Advisors | 4,466 | $385.0K | 0.07% | +57+1.3% | Added |
| Blue Barn Wealth, LLC | 4,475 | $385.0K | 0.27% | +159+3.7% | Added |
| Veracity Capital LLC | 4,468 | $385.0K | 0.21% | +206+4.8% | Added |
| Prentice Wealth Management LLC | 4,468 | $385.0K | 0.21% | +213+5.0% | Added |
| UMA Financial Services, Inc. | 4,354 | $385.0K | 0.12% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 4,069 | $385.0K | 0.06% | −39−0.9% | Reduced |
| Liberty Capital Management, Inc. | 4,483 | $386.0K | 0.14% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 4,479 | $386.0K | 0.53% | +195+4.6% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,486 | $386.0K | 0.03% | +519+13.1% | Added |
| Wambolt & Associates, LLC | 4,499 | $387.0K | 0.16% | −45−1.0% | Reduced |
| Greatmark Investment Partners, Inc. | 4,488 | $387.0K | 0.07% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,507 | $388.0K | 0.36% | −94−2.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 4,507 | $388.0K | 0.07% | +5+0.1% | Added |
| Sax Wealth Advisors, LLC | 4,515 | $389.0K | 0.10% | −170−3.6% | Reduced |
| Texas Capital Bancshares Inc | 4,521 | $389.0K | 0.31% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,277 | $389.0K | 0.20% | +8+0.2% | Added |
| Sound Income Strategies, LLC | 4,533 | $390.0K | 0.06% | −8−0.2% | Reduced |
| Callan Capital, LLC | 4,525 | $390.0K | 0.06% | +598+15.2% | Added |
| Dakota Community Bank & Trust NA | 4,530 | $390.0K | 2.71% | +4,530 | New |
| Financial Strategies Group, Inc. | 4,541 | $391.0K | 0.18% | +84+1.9% | Added |
| Thrive Capital Management, LLC | 4,546 | $391.0K | 0.26% | +777+20.6% | Added |
| Carlson Capital Management | 4,550 | $392.0K | 0.03% | +329+7.8% | Added |
| SRS Capital Advisors, Inc. | 4,570 | $394.0K | 0.06% | −435−8.7% | Reduced |
| Annandale Capital, LLC | 4,616 | $398.0K | 0.15% | −575−11.1% | Reduced |
| JT Stratford LLC | 4,635 | $399.0K | 0.14% | −157−3.3% | Reduced |
| Laurel Wealth Advisors LLC | 4,643 | $400.0K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,678 | $402.0K | 0.03% | +142+3.1% | Added |
| Apella Capital, LLC | 4,669 | $402.0K | 0.05% | +247+5.6% | Added |
| Knights of Columbus Asset Advisors LLC | 4,684 | $403.0K | 0.04% | −288−5.8% | Reduced |
| Capital City Trust Co | 4,674 | $403.0K | 0.14% | −100−2.1% | Reduced |
| Intrinsic Value Partners, LLC | 4,695 | $404.0K | 0.56% | −20−0.4% | Reduced |
| Perkins Coie Trust Co | 4,704 | $405.0K | 0.16% | −928−16.5% | Reduced |
| Penbrook Management LLC | 4,706 | $405.0K | 0.35% | +406+9.4% | Added |
| JGP Global Gestao de Recursos Ltda. | 4,740 | $408.0K | 0.35% | −381−7.4% | Reduced |
| Aspen Investment Management Inc | 4,762 | $410.0K | 0.27% | 00.0% | Unchanged |
| Neumann Capital Management, LLC | 4,765 | $410.0K | 0.21% | +33+0.7% | Added |
| Coerente Capital Management | 4,781 | $411.0K | 0.10% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 4,781 | $411.8K | 0.69% | +15+0.3% | Added |
| Advus Financial Partners, LLC | 4,785 | $412.1K | 0.22% | +850+21.6% | Added |
| Trust Co of Oklahoma | 4,790 | $412.5K | 0.21% | 00.0% | Unchanged |
| Constitution Capital LLC | 4,800 | $413.0K | 0.28% | −1,300−21.3% | Reduced |
| Hemington Wealth Management | 4,794 | $413.0K | 0.18% | +756+18.7% | Added |
| Westhampton Capital, LLC | 4,805 | $414.0K | 0.31% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 4,817 | $415.0K | 0.12% | +628+15.0% | Added |
| Bellevue Group AG | 4,844 | $417.0K | 0.01% | +3,880+402.5% | Added |
| Paragon Capital Management Ltd | 4,858 | $418.0K | 0.12% | +6+0.1% | Added |
| Gagnon Securities LLC | 4,863 | $419.0K | 0.09% | −88−1.8% | Reduced |
| Matrix Asset Advisors Inc | 4,865 | $419.0K | 0.07% | 00.0% | Unchanged |
| McDaniel Terry & Co | 4,860 | $419.0K | 0.05% | +240+5.2% | Added |
| HGK Asset Management Inc | 4,890 | $421.0K | 0.16% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 4,892 | $421.0K | 0.19% | +4,892 | New |
| Nixon Peabody Trust Co | 4,895 | $421.6K | 0.36% | −44,954−90.2% | Reduced |
| Barr E S & Co | 4,912 | $423.0K | 0.04% | −300−5.8% | Reduced |
| Wealth Quarterback LLC | 4,914 | $423.0K | 0.45% | +268+5.8% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 4,924 | $424.0K | 0.68% | −7,487−60.3% | Reduced |
| Resolute Financial, LLC | 4,929 | $425.0K | 0.40% | −499−9.2% | Reduced |
| Pennsylvania Capital Management Inc | 4,950 | $426.0K | 0.24% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4,964 | $427.0K | 0.10% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,959 | $427.0K | 0.19% | +51+1.0% | Added |
| Bayesian Capital Management, LP | 4,972 | $428.0K | 0.09% | +4,972 | New |
| Hamilton Capital, LLC | 4,986 | $429.0K | 0.03% | −748−13.0% | Reduced |
| Wayfinding Financial, LLC | 4,949 | $429.0K | 0.40% | +85+1.7% | Added |
| Eos Management, L.P. | 5,000 | $431.0K | 0.45% | −8,160−62.0% | Reduced |
| Aire Advisors, LLC | 5,003 | $431.0K | 0.15% | −291−5.5% | Reduced |
| Schubert & Co | 5,010 | $431.0K | 0.41% | −117−2.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 5,006 | $431.0K | 0.08% | +17+0.3% | Added |
| MEMBERS Trust Co | 5,026 | $432.0K | 0.01% | −40−0.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,021 | $432.0K | 0.19% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5,030 | $433.0K | 0.04% | −30−0.6% | Reduced |