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 |
|---|---|---|---|---|---|
| Kore Private Wealth LLC | 5,816 | $501.0K | 0.09% | −51−0.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,731 | $502.0K | 0.01% | −72,603−92.7% | Reduced |
| Resonant Capital Advisors, LLC | 5,778 | $502.0K | 0.08% | +270+4.9% | Added |
| Ellenbecker Investment Group | 5,848 | $503.0K | 0.16% | +76+1.3% | Added |
| Financial Advisory Corp | 5,844 | $503.0K | 0.29% | +405+7.4% | Added |
| Bath Savings Trust Co | 5,853 | $504.0K | 0.07% | +812+16.1% | Added |
| Hollencrest Capital Management | 5,875 | $506.0K | 0.06% | 00.0% | Unchanged |
| Holistic Financial Partners | 5,898 | $508.0K | 0.50% | +630+12.0% | Added |
| L.M. Kohn & Company | 5,930 | $510.0K | 0.25% | −10.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 5,924 | $510.0K | 0.42% | +71+1.2% | Added |
| Chemistry Wealth Management LLC | 5,936 | $511.0K | 0.20% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 5,603 | $511.0K | 0.72% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 5,947 | $512.0K | 0.02% | −42,487−87.7% | Reduced |
| Lathrop Investment Management Corp | 5,943 | $512.0K | 0.14% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,940 | $512.0K | 0.40% | +7+0.1% | Added |
| Bourne Lent Asset Management Inc | 5,967 | $514.0K | 0.22% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 5,967 | $514.0K | 0.11% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 5,979 | $515.0K | 0.13% | +201+3.5% | Added |
| Hummer Financial Advisory Services Inc | 5,955 | $517.0K | 0.61% | −200−3.2% | Reduced |
| Summit Financial, LLC | 5,959 | $517.1K | 0.05% | +2,880+93.5% | Added |
| Vigilant Capital Management, LLC | 6,014 | $518.0K | 0.05% | −124−2.0% | Reduced |
| Millennium Capital Advisors, LLC | 6,023 | $518.7K | 0.55% | +360+6.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 6,021 | $519.0K | 0.02% | +284+5.0% | Added |
| Relyea Zuckerberg Hanson LLC | 6,046 | $521.0K | 0.19% | +385+6.8% | Added |
| Absher Wealth Management, LLC | 6,090 | $524.0K | 0.11% | −496−7.5% | Reduced |
| Moseley Investment Management Inc | 6,097 | $525.0K | 0.39% | +185+3.1% | Added |
| O'Rourke & Company, Inc | 6,096 | $525.0K | 0.46% | +255+4.4% | Added |
| Altus Wealth Management, LLC | 6,130 | $528.0K | 0.45% | +42+0.7% | Added |
| Samalin Investment Counsel, LLC | 6,127 | $528.0K | 0.39% | +555+10.0% | Added |
| Avestar Capital, LLC | 6,129 | $528.0K | 0.15% | +1,826+42.4% | Added |
| Venturi Wealth Management, LLC | 6,159 | $531.0K | 0.05% | −46−0.7% | Reduced |
| Evoke Wealth, LLC | 7,103 | $531.0K | 0.02% | +990+16.2% | Added |
| Lumbard & Kellner, LLC | 6,186 | $533.0K | 0.28% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 6,201 | $534.0K | 0.67% | −2,481−28.6% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,211 | $535.0K | 0.29% | −42−0.7% | Reduced |
| Baldwin Investment Management, LLC | 6,212 | $535.0K | 0.21% | +113+1.9% | Added |
| San Luis Wealth Advisors LLC | 6,211 | $535.0K | 0.56% | +6,211 | New |
| Liberty Wealth Management LLC | 6,227 | $536.0K | 0.14% | +15+0.2% | Added |
| Howard Financial Services, Ltd. | 6,226 | $536.0K | 0.17% | +23+0.4% | Added |
| Addison Advisors LLC | 6,219 | $536.0K | 0.33% | +42+0.7% | Added |
| Monterey Private Wealth, Inc. | 6,199 | $537.0K | 0.32% | +244+4.1% | Added |
| Cedar Brook Financial Partners, LLC | 6,243 | $537.7K | 0.17% | +667+12.0% | Added |
| First International Bank & Trust | 6,262 | $539.0K | 0.20% | +875+16.2% | Added |
| Heron Financial Group, LLC | 6,273 | $540.0K | 0.33% | +155+2.5% | Added |
| Paulson Wealth Management Inc. | 6,276 | $541.0K | 0.29% | −236−3.6% | Reduced |
| Clearview Wealth Advisors LLC | 6,283 | $541.0K | 0.43% | +207+3.4% | Added |
| Machina Capital S.A.S. | 6,306 | $543.0K | 1.15% | −994−13.6% | Reduced |
| Octavia Wealth Advisors, LLC | 6,260 | $543.0K | 0.15% | −130−2.0% | Reduced |
| Princeton Capital Management LLC | 6,300 | $543.0K | 0.24% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,308 | $543.2K | 0.27% | −8−0.1% | Reduced |
| Family Firm, Inc. | 6,317 | $544.0K | 0.17% | −3,960−38.5% | Reduced |
| Ssi Investment Management LLC | 6,319 | $544.0K | 0.04% | +6+0.1% | Added |
| Canton Hathaway, LLC | 6,320 | $544.0K | 0.20% | 00.0% | Unchanged |
| Boltwood Capital Management | 6,333 | $545.0K | 0.25% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 6,377 | $549.0K | 0.26% | +1,190+22.9% | Added |
| Main Street Research LLC | 6,371 | $549.0K | 0.12% | +1,510+31.1% | Added |
| Collective Family Office LLC | 6,386 | $550.0K | 0.27% | −237−3.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 6,400 | $551.0K | 0.19% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 6,393 | $551.0K | 0.14% | +10+0.2% | Added |
| Pzena Investment Management LLC | 6,425 | $553.0K | 0.00% | −710−10.0% | Reduced |
| MKT Advisors LLC | 6,434 | $554.0K | 0.48% | −30.0% | Reduced |
| IFG Advisors, LLC | 6,442 | $555.0K | 0.28% | +186+3.0% | Added |
| Monument Capital Management | 6,443 | $555.0K | 0.21% | +1,323+25.8% | Added |
| Bank of Nova Scotia Trust Co | 6,463 | $556.0K | 0.06% | +400+6.6% | Added |
| Atlas Capital Advisors LLC | 6,465 | $556.8K | 0.10% | +138+2.2% | Added |
| Stewart & Patten Co LLC | 6,504 | $560.0K | 0.11% | +542+9.1% | Added |
| German American Bancorp, Inc. | 6,501 | $560.0K | 0.10% | +6,501 | New |
| Townsend Asset Management Corp | 6,515 | $561.0K | 0.32% | −2,814−30.2% | Reduced |
| Michael B. Yongue | 6,510 | $561.0K | 0.55% | −1,050−13.9% | Reduced |
| TruWealth Advisors, LLC | 6,527 | $562.0K | 0.06% | −1,005−13.3% | Reduced |
| Optimum Investment Advisors | 6,522 | $562.0K | 0.30% | −55−0.8% | Reduced |
| RB Capital Management, LLC | 6,527 | $562.0K | 0.22% | +42+0.6% | Added |
| Belmont Capital, LLC | 6,532 | $563.0K | 0.66% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6,540 | $563.0K | 0.37% | +200+3.2% | Added |
| Advisors Preferred, LLC | 6,439 | $564.0K | 0.72% | −753−10.5% | Reduced |
| Asset Management Group, Inc. | 6,551 | $564.0K | 0.14% | +914+16.2% | Added |
| Alta Advisers Ltd | 6,600 | $568.0K | 0.36% | +6,600 | New |
| Single Point Partners, LLC | 6,602 | $569.0K | 0.16% | −121−1.8% | Reduced |
| E Fund Management Co., Ltd. | 6,623 | $570.0K | 0.05% | +467+7.6% | Added |
| FSM Wealth Advisors, LLC | 6,617 | $570.0K | 0.47% | +6,617 | New |
| Asset Management Corp | 6,626 | $571.0K | 0.46% | +20+0.3% | Added |
| First Personal Financial Services | 6,639 | $572.0K | 0.17% | +3,181+92.0% | Added |
| Fundamentun, LLC | 6,656 | $573.0K | 0.12% | +2,939+79.1% | Added |
| Mirador Capital Partners LP | 6,698 | $577.0K | 0.14% | −504−7.0% | Reduced |
| Bangor Savings Bank | 6,710 | $578.0K | 0.07% | +803+13.6% | Added |
| Nadler Financial Group, Inc. | 6,732 | $580.0K | 0.11% | −22−0.3% | Reduced |
| Cortland Associates Inc | 6,730 | $580.0K | 0.10% | +101+1.5% | Added |
| Accurate Wealth Management, LLC | 6,178 | $580.0K | 0.24% | +688+12.5% | Added |
| SignalPoint Asset Management, LLC | 6,761 | $582.0K | 0.22% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 6,777 | $584.0K | 0.05% | +10.0% | Added |
| McKinley Carter Wealth Services, Inc. | 6,776 | $584.0K | 0.05% | +8+0.1% | Added |
| Atlas Private Wealth Management | 6,793 | $585.0K | 0.42% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,842 | $589.0K | 0.24% | −100−1.4% | Reduced |
| Magnus Financial Group LLC | 6,834 | $589.0K | 0.11% | +448+7.0% | Added |
| Blackston Financial Advisory Group, LLC | 5,825 | $589.0K | 0.41% | −106−1.8% | Reduced |
| Focused Wealth Management, Inc | 6,864 | $591.0K | 0.12% | +18+0.3% | Added |
| Blueshift Asset Management, LLC | 6,860 | $591.0K | 0.13% | +6,860 | New |
| Jackson Square Capital, LLC | 6,870 | $592.0K | 0.29% | +76+1.1% | Added |
| Pioneer Trust Bank N A | 6,901 | $594.0K | 0.20% | −224−3.1% | Reduced |
| Everhart Financial Group, Inc. | 6,902 | $594.0K | 0.33% | +812+13.3% | Added |