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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Morris Retirement Advisors, LLC | 4,784 | $433.0K | 0.37% | +667+16.2% | Added |
| Austin Private Wealth, LLC | 5,039 | $434.0K | 0.09% | +167+3.4% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,502 | $434.0K | 0.26% | +4,502 | New |
| First National Bank | 5,052 | $435.0K | 0.39% | −71−1.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 5,011 | $435.0K | 0.33% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 5,052 | $435.0K | 0.05% | +30+0.6% | Added |
| BHK Investment Advisors, LLC | 5,069 | $437.0K | 0.22% | −327−6.1% | Reduced |
| Osterweis Capital Management Inc | 5,078 | $437.0K | 0.03% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 5,069 | $437.0K | 0.11% | 00.0% | Unchanged |
| TSFG, LLC | 5,089 | $438.0K | 0.21% | −1,243−19.6% | Reduced |
| Opal Wealth Advisors, LLC | 5,081 | $438.0K | 0.32% | −59−1.1% | Reduced |
| NFP Retirement, Inc. | 5,089 | $438.2K | 0.11% | +31+0.6% | Added |
| United Bank | 5,098 | $439.0K | 0.07% | +400+8.5% | Added |
| Lesa Sroufe & Co | 5,100 | $439.0K | 0.53% | +5,100 | New |
| Geneva Partners, LLC | 5,101 | $439.0K | 0.50% | +5,101 | New |
| Acima Private Wealth, LLC | 5,098 | $439.0K | 0.23% | 00.0% | Unchanged |
| Certified Advisory Corp | 5,108 | $440.0K | 0.10% | −95−1.8% | Reduced |
| Armbruster Capital Management, Inc. | 5,107 | $440.0K | 0.13% | −25−0.5% | Reduced |
| Close Asset Management Ltd | 5,113 | $441.0K | 0.02% | +685+15.5% | Added |
| Private Portfolio Partners LLC | 5,134 | $442.2K | 0.13% | −195−3.7% | Reduced |
| Quent Capital, LLC | 5,167 | $445.0K | 0.09% | +590+12.9% | Added |
| Gerber Kawasaki Wealth & Investment Management | 5,185 | $446.0K | 0.04% | +796+18.1% | Added |
| Accel Wealth Management | 5,057 | $447.0K | 0.24% | −177−3.4% | Reduced |
| Ironwood Financial, llc | 5,193 | $447.0K | 0.15% | +3+0.1% | Added |
| Meridian Investment Counsel Inc. | 5,196 | $447.0K | 0.20% | +246+5.0% | Added |
| Camden Capital, LLC | 5,198 | $448.0K | 0.10% | +1,505+40.8% | Added |
| Rice Hall James & Associates, LLC | 5,208 | $449.0K | 0.03% | −318−5.8% | Reduced |
| Roberts Glore & Co Inc | 5,215 | $449.0K | 0.16% | 00.0% | Unchanged |
| MBA Advisors LLC | 5,214 | $449.0K | 0.32% | +5+0.1% | Added |
| Delta Investment Management, LLC | 5,249 | $452.0K | 0.20% | −54−1.0% | Reduced |
| Asset Allocation & Management Company, LLC | 5,259 | $453.0K | 0.20% | +6+0.1% | Added |
| Burt Wealth Advisors | 5,272 | $454.0K | 0.18% | −240−4.4% | Reduced |
| Cooper Financial Group | 5,267 | $454.0K | 0.16% | +717+15.8% | Added |
| NSI Retail Advisors, LLC | 5,288 | $455.0K | 0.14% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,259 | $456.0K | 0.02% | −4,056−43.5% | Reduced |
| Curtis Advisory Group, LLC | 5,300 | $456.0K | 0.19% | −500−8.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 5,300 | $456.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 5,309 | $457.0K | 0.20% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,302 | $457.0K | 0.05% | +54+1.0% | Added |
| Unionview, LLC | 5,320 | $458.0K | 0.52% | −21−0.4% | Reduced |
| Moser Wealth Advisors, LLC | 5,315 | $458.0K | 0.36% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 5,322 | $458.0K | 0.07% | +530+11.1% | Added |
| Engineers Gate Manager LP | 5,322 | $458.0K | 0.03% | +1,881+54.7% | Added |
| PSI Advisors, LLC | 5,334 | $459.0K | 0.24% | −1,155−17.8% | Reduced |
| David R. Rahn & Associates Inc. | 5,333 | $459.0K | 0.22% | +177+3.4% | Added |
| LWM Advisory Services, LLC | 5,170 | $459.0K | 0.52% | +903+21.2% | Added |
| Johnson Bixby & Associates, LLC | 5,345 | $460.0K | 0.12% | +5+0.1% | Added |
| Beacon Capital Management, LLC | 5,043 | $460.0K | 0.15% | +21+0.4% | Added |
| Defined Wealth Management, LLC | 5,350 | $461.0K | 0.50% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 5,353 | $461.0K | 0.74% | 00.0% | Unchanged |
| Clarus Group, Inc. | 5,356 | $461.0K | 0.42% | +14+0.3% | Added |
| Benchmark Investment Advisors LLC | 5,370 | $462.0K | 0.50% | −1,446−21.2% | Reduced |
| Hall Capital Management Co Inc | 5,374 | $463.0K | 0.31% | −88−1.6% | Reduced |
| First United Bank Trust | 5,383 | $464.0K | 0.23% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,387 | $464.0K | 0.38% | +443+9.0% | Added |
| Ignite Planners, LLC | 5,302 | $464.0K | 0.37% | +760+16.7% | Added |
| Hartline Investment Corp | 5,387 | $464.0K | 0.38% | +5,387 | New |
| Truepoint, Inc. | 5,397 | $465.0K | 0.02% | −446−7.6% | Reduced |
| One + One Wealth Management, LLC | 5,421 | $467.0K | 0.38% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,462 | $470.0K | 0.50% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 5,452 | $470.0K | 0.06% | +12+0.2% | Added |
| Somerset Trust Co | 5,461 | $470.0K | 0.22% | +47+0.9% | Added |
| Acorn Wealth Advisors, LLC | 5,458 | $470.0K | 0.39% | +77+1.4% | Added |
| UBP Investment Advisors SA | 5,419 | $470.0K | 0.24% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 5,469 | $471.0K | 0.42% | 00.0% | Unchanged |
| Farmers Trust Co | 5,476 | $472.0K | 0.12% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 5,484 | $472.0K | 0.15% | +41+0.8% | Added |
| Waycross Partners, LLC | 5,500 | $474.0K | 0.32% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,503 | $474.0K | 0.15% | +50+0.9% | Added |
| Cardiff Park Advisors, LLC | 5,510 | $475.0K | 0.07% | +289+5.5% | Added |
| Relative Value Partners Group, LLC | 5,512 | $475.0K | 0.04% | +5,512 | New |
| Oxford Financial Group Ltd | 5,530 | $476.0K | 0.07% | −1,783−24.4% | Reduced |
| First National Bank Sioux Falls | 5,529 | $476.0K | 0.50% | −1,202−17.9% | Reduced |
| Nicolet Bankshares Inc | 5,530 | $476.0K | 0.14% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,536 | $477.0K | 0.27% | −319−5.4% | Reduced |
| Ausdal Financial Partners, Inc. | 5,567 | $479.0K | 0.08% | +353+6.8% | Added |
| Financial Advisors Network, Inc. | 5,569 | $480.0K | 0.14% | −196−3.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,525 | $480.0K | 0.04% | +28+0.5% | Added |
| CSM Advisors, LLC | 5,588 | $481.0K | 0.05% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 5,544 | $482.0K | 0.12% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 5,604 | $482.6K | 0.32% | +788+16.4% | Added |
| Cohen Investment Advisors LLC | 5,605 | $483.0K | 0.44% | −347−5.8% | Reduced |
| Indiana Trust & Investment Management CO | 5,624 | $484.0K | 0.29% | +507+9.9% | Added |
| Inspire Advisors, LLC | 5,627 | $485.0K | 0.13% | +3+0.1% | Added |
| Symphony Financial, Ltd. Co. | 5,597 | $485.0K | 0.16% | +543+10.7% | Added |
| Broderick Brian C | 5,650 | $487.0K | 0.15% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 5,664 | $488.0K | 0.47% | −170−2.9% | Reduced |
| Investment Advisory Services Inc | 5,670 | $488.0K | 0.29% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 5,678 | $489.0K | 0.13% | +5,678 | New |
| Plante Moran Financial Advisors, LLC | 5,690 | $490.0K | 0.08% | −363−6.0% | Reduced |
| Geller Advisors LLC | 5,682 | $493.0K | 0.11% | −1,223−17.7% | Reduced |
| Merriman Wealth Management, LLC | 5,707 | $495.0K | 0.03% | +2,644+86.3% | Added |
| Silver Oak Securities, Inc | 4,808 | $495.0K | 0.11% | +1,650+52.2% | Added |
| Regal Wealth Group, Inc. | 5,317 | $496.0K | 0.38% | +51+1.0% | Added |
| Evergreen Wealth Solutions, LLC | 5,772 | $497.0K | 0.71% | −296−4.9% | Reduced |
| Retirement Guys Formula LLC | 5,766 | $497.0K | 0.52% | +7+0.1% | Added |
| Concentric Wealth Management, LLC | 5,785 | $498.0K | 0.18% | −30−0.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 5,782 | $498.0K | 0.29% | 00.0% | Unchanged |
| Kenfarb & Co. | 5,800 | $499.0K | 0.47% | 00.0% | Unchanged |
| Private Capital Management, LLC | 5,789 | $499.0K | 0.08% | +5,789 | New |