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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 58,464 | $5.04M | 0.69% | −1,166−2.0% | Reduced |
| Bridgeway Capital Management, LLC | 58,385 | $5.03M | 0.13% | −30,700−34.5% | Reduced |
| Sepio Capital, LP | 58,380 | $5.03M | 0.50% | −1,484−2.5% | Reduced |
| Quadrature Capital Ltd | 58,320 | $5.03M | 0.16% | −48,884−45.6% | Reduced |
| Capital Fund Management S.A. | 58,356 | $5.03M | 0.12% | −318,098−84.5% | Reduced |
| Demars Financial Group, LLC | 58,272 | $5.02M | 2.98% | −3,233−5.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 58,254 | $5.02M | 0.03% | −6,196−9.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 57,863 | $4.98M | 0.83% | −5,371−8.5% | Reduced |
| Money Concepts Capital Corp | 57,857 | $4.98M | 0.29% | +26,563+84.9% | Added |
| Sectoral Asset Management Inc | 57,750 | $4.97M | 0.98% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 57,715 | $4.97M | 0.68% | +891+1.6% | Added |
| SevenBridge Financial Group, LLC | 57,706 | $4.97M | 1.68% | +10,337+21.8% | Added |
| Richard Bernstein Advisors LLC | 57,615 | $4.96M | 0.12% | −8,677−13.1% | Reduced |
| Fosun International Ltd | 57,405 | $4.94M | 0.90% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 57,218 | $4.93M | 3.02% | −9,670−14.5% | Reduced |
| Zions Bancorporation, N.A. | 57,066 | $4.91M | 0.51% | −12,225−17.6% | Reduced |
| Studio Investment Management LLC | 56,865 | $4.90M | 1.76% | −6,870−10.8% | Reduced |
| Caldwell Trust Co | 56,771 | $4.89M | 0.73% | +64+0.1% | Added |
| Bridgecreek Investment Management, LLC | 56,720 | $4.88M | 1.04% | −550−1.0% | Reduced |
| Ellsworth Advisors, LLC | 56,389 | $4.86M | 2.08% | +1,673+3.1% | Added |
| Choate Investment Advisors | 56,292 | $4.85M | 0.32% | −729−1.3% | Reduced |
| Moody National Bank Trust Division | 55,964 | $4.82M | 0.50% | +4,804+9.4% | Added |
| BancorpSouth Bank | 55,930 | $4.82M | 0.50% | +45,556+439.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 55,908 | $4.81M | 4.33% | +985+1.8% | Added |
| VisionPoint Advisory Group, LLC | 55,879 | $4.81M | 2.31% | −2,697−4.6% | Reduced |
| Sandhill Capital Partners LLC | 55,730 | $4.80M | 0.55% | −451−0.8% | Reduced |
| Shorepoint Capital Partners LLC | 55,561 | $4.79M | 2.28% | +792+1.4% | Added |
| Chesley Taft & Associates LLC | 55,530 | $4.78M | 0.35% | −213−0.4% | Reduced |
| Montgomery Investment Management Inc | 55,532 | $4.78M | 1.96% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 55,512 | $4.78M | 0.71% | −7,039−11.3% | Reduced |
| Marietta Wealth Management, LLC | 55,473 | $4.78M | 1.19% | +2,028+3.8% | Added |
| Cutler Group LP | 55,434 | $4.77M | 0.58% | +55,434 | New |
| Westfield Capital Management Co LP | 55,352 | $4.77M | 0.04% | −1,159−2.1% | Reduced |
| Boston Family Office LLC | 55,199 | $4.75M | 0.42% | −4,073−6.9% | Reduced |
| Bridges Investment Management Inc | 54,787 | $4.72M | 0.18% | −800−1.4% | Reduced |
| Gladstone Institutional Advisory LLC | 54,533 | $4.70M | 0.37% | +2,885+5.6% | Added |
| Bamco Inc | 54,500 | $4.69M | 0.02% | +7,200+15.2% | Added |
| MainStreet Investment Advisors LLC | 54,057 | $4.66M | 0.57% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 53,928 | $4.64M | 1.43% | +745+1.4% | Added |
| Howland Capital Management LLC | 53,491 | $4.64M | 0.30% | +1,906+3.7% | Added |
| Chemung Canal Trust Co | 53,890 | $4.64M | 1.16% | +96+0.2% | Added |
| Cullinan Associates Inc | 53,819 | $4.63M | 0.29% | +7,276+15.6% | Added |
| Ipswich Investment Management Co., Inc. | 53,774 | $4.63M | 1.47% | −1,328−2.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 53,687 | $4.62M | 1.69% | +100.0% | Added |
| Ritholtz Wealth Management | 53,609 | $4.62M | 0.25% | +26,883+100.6% | Added |
| Boenning & Scattergood, Inc. | 53,588 | $4.62M | 0.94% | +5,134+10.6% | Added |
| Birmingham Capital Management Co Inc | 53,474 | $4.61M | 2.04% | −4,875−8.4% | Reduced |
| Cornercap Investment Counsel Inc | 53,269 | $4.59M | 0.87% | −546−1.0% | Reduced |
| Fishman Jay A Ltd | 53,261 | $4.59M | 0.66% | −50−0.1% | Reduced |
| Roundview Capital LLC | 53,186 | $4.58M | 0.58% | +431+0.8% | Added |
| Metis Global Partners, LLC | 53,017 | $4.57M | 0.74% | +3,291+6.6% | Added |
| Philadelphia Trust Co | 52,938 | $4.56M | 0.52% | +4,528+9.4% | Added |
| HBK Sorce Advisory LLC | 52,931 | $4.56M | 0.31% | +6,730+14.6% | Added |
| Ameritas Advisory Services, LLC | 52,423 | $4.51M | 0.27% | +2,862+5.8% | Added |
| Personal Cfo Solutions, LLC | 52,327 | $4.51M | 1.13% | −2,612−4.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 52,209 | $4.50M | 1.59% | +2,978+6.0% | Added |
| Excalibur Management Corp | 52,159 | $4.49M | 2.51% | −4,267−7.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 52,165 | $4.49M | 1.60% | +250+0.5% | Added |
| Hightower 6M Holding, LLC | 52,103 | $4.49M | 0.40% | −19,827−27.6% | Reduced |
| North Star Investment Management Corp. | 51,944 | $4.47M | 0.44% | +41+0.1% | Added |
| Red Door Wealth Management, LLC | 51,872 | $4.47M | 1.69% | +2,709+5.5% | Added |
| Amica Mutual Insurance Co | 51,662 | $4.45M | 0.63% | −20,284−28.2% | Reduced |
| Citizens National Bank Trust Department | 51,658 | $4.45M | 1.38% | +2,561+5.2% | Added |
| Profund Advisors LLC | 51,632 | $4.45M | 0.32% | −3,963−7.1% | Reduced |
| Bogart Wealth, LLC | 51,617 | $4.45M | 0.37% | +47,817+1,258.3% | Added |
| Meiji Yasuda Life Insurance Co | 51,398 | $4.43M | 0.10% | +13,537+35.8% | Added |
| Great Valley Advisor Group, Inc. | 51,295 | $4.42M | 0.25% | −1,372−2.6% | Reduced |
| Wendell David Associates Inc | 51,014 | $4.39M | 0.59% | +200+0.4% | Added |
| SS&H Financial Advisors, Inc. | 50,900 | $4.38M | 2.27% | +65+0.1% | Added |
| Western Wealth Management, LLC | 49,880 | $4.38M | 0.25% | +2,163+4.5% | Added |
| Red Spruce Capital, LLC | 50,581 | $4.36M | 3.06% | −2,816−5.3% | Reduced |
| Point72 Hong Kong Ltd | 50,467 | $4.35M | 0.26% | −69,525−57.9% | Reduced |
| HighTower Trust Services, LTA | 50,188 | $4.32M | 0.48% | +344+0.7% | Added |
| TNF LLC | 47,765 | $4.32M | 2.21% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 50,100 | $4.32M | 0.06% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 50,090 | $4.31M | 0.98% | −154−0.3% | Reduced |
| Jackson Wealth Management, LLC | 50,087 | $4.31M | 0.85% | +26,961+116.6% | Added |
| CX Institutional | 50,055 | $4.31M | 0.30% | +7,827+18.5% | Added |
| Canal Insurance CO | 50,000 | $4.31M | 1.29% | 00.0% | Unchanged |
| Formuepleje A/S | 49,989 | $4.31M | 0.35% | +49,989 | New |
| Winton Group Ltd | 49,872 | $4.29M | 0.28% | −8,252−14.2% | Reduced |
| Cipher Capital LP | 49,839 | $4.29M | 0.70% | +1,758+3.7% | Added |
| American Portfolios Advisors | 49,807 | $4.29M | 0.18% | −6,499−11.5% | Reduced |
| Hanson & Doremus Investment Management | 49,764 | $4.29M | 1.11% | +2,397+5.1% | Added |
| FWL Investment Management, LLC | 49,733 | $4.28M | 3.79% | +991+2.0% | Added |
| NewEdge Wealth, LLC | 49,542 | $4.27M | 0.20% | −8,301−14.4% | Reduced |
| Keebeck Wealth Management, LLC | 49,064 | $4.26M | 0.82% | +2,804+6.1% | Added |
| Baugh & Associates, LLC | 49,330 | $4.25M | 3.01% | −60−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 49,329 | $4.25M | 0.21% | +649+1.3% | Added |
| Asset Dedication, LLC | 49,274 | $4.25M | 0.47% | +10,462+27.0% | Added |
| Parallel Advisors, LLC | 49,245 | $4.24M | 0.20% | +9,242+23.1% | Added |
| Jarislowsky, Fraser Ltd | 49,158 | $4.23M | 0.03% | −25,242−33.9% | Reduced |
| Loomis Sayles & Co L P | 48,696 | $4.19M | 0.01% | −324,995−87.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 48,511 | $4.18M | 1.76% | −2,748−5.4% | Reduced |
| Harrell Investment Partners, LLC | 48,407 | $4.17M | 1.74% | +4,594+10.5% | Added |
| Stratos Wealth Advisors, LLC | 48,174 | $4.15M | 0.44% | −1,385−2.8% | Reduced |
| Desjardins Global Asset Management Inc. | 48,134 | $4.14M | 0.52% | −1,310−2.6% | Reduced |
| Sandy Spring Bank | 48,073 | $4.14M | 0.26% | −815−1.7% | Reduced |
| Leavell Investment Management, Inc. | 47,413 | $4.12M | 0.33% | +2,515+5.6% | Added |
| Ziegler Capital Management, LLC | 47,648 | $4.10M | 0.18% | −1,043−2.1% | Reduced |