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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 47,643 | $4.10M | 1.16% | +617+1.3% | Added |
| Butensky & Cohen Financial Security, Inc | 47,569 | $4.10M | 1.70% | +3,853+8.8% | Added |
| Investment Management of Virginia LLC | 47,549 | $4.10M | 0.89% | −6,810−12.5% | Reduced |
| Wisconsin Capital Management LLC | 47,384 | $4.08M | 3.19% | −1,169−2.4% | Reduced |
| ESG Planning | 47,394 | $4.08M | 4.18% | +2,760+6.2% | Added |
| J.W. Cole Advisors, Inc. | 47,051 | $4.05M | 0.34% | −1,014−2.1% | Reduced |
| Pittenger & Anderson Inc | 47,050 | $4.05M | 0.24% | +705+1.5% | Added |
| Baker Tilly Wealth Management, LLC | 46,983 | $4.05M | 0.55% | +1,982+4.4% | Added |
| Greylin Investment Mangement Inc | 46,945 | $4.04M | 0.84% | −145−0.3% | Reduced |
| Founders Capital Management | 46,917 | $4.04M | 3.30% | −344−0.7% | Reduced |
| Marathon Capital Management | 46,565 | $4.01M | 1.15% | −69−0.1% | Reduced |
| M. Kulyk & Associates, LLC | 46,558 | $4.01M | 1.39% | +46,558 | New |
| Siena Capital LLC | 46,480 | $4.00M | 2.61% | −874−1.8% | Reduced |
| Rowland & Co Investment Counsel | 46,398 | $4.00M | 1.08% | −45−0.1% | Reduced |
| LMR Partners LLP | 46,268 | $3.98M | 0.10% | +46,268 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 46,261 | $3.98M | 0.17% | +246+0.5% | Added |
| WealthTrust Axiom LLC | 46,239 | $3.98M | 1.52% | +40.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 46,199 | $3.98M | 1.23% | −1,653−3.5% | Reduced |
| Hendley & Co Inc | 46,179 | $3.98M | 1.83% | −50−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 46,111 | $3.97M | 0.89% | −814−1.7% | Reduced |
| Avitas Wealth Management LLC | 46,100 | $3.97M | 0.91% | +711+1.6% | Added |
| Appleton Partners Inc | 45,838 | $3.95M | 0.39% | +8,122+21.5% | Added |
| Comerica Securities,inc. | 45,475 | $3.95M | 0.32% | −78−0.2% | Reduced |
| DF Dent & Co Inc | 45,795 | $3.94M | 0.06% | +826+1.8% | Added |
| Plimoth Trust Co LLC | 45,753 | $3.94M | 1.36% | −124−0.3% | Reduced |
| Scissortail Wealth Management, LLC | 39,559 | $3.93M | 2.04% | +9,403+31.2% | Added |
| Lifeworks Advisors, LLC | 38,813 | $3.93M | 2.23% | +1,521+4.1% | Added |
| Brooks, Moore & Associates, Inc. | 45,560 | $3.92M | 3.17% | −577−1.3% | Reduced |
| Ashford Capital Management Inc | 45,433 | $3.91M | 0.60% | −18,624−29.1% | Reduced |
| Bailard, Inc. | 45,398 | $3.91M | 0.16% | +3,082+7.3% | Added |
| We Are One Seven, LLC | 42,877 | $3.91M | 0.37% | +3,954+10.2% | Added |
| Asio Capital, LLC | 45,378 | $3.91M | 1.24% | +650+1.5% | Added |
| Abbrea Capital, LLC | 44,992 | $3.91M | 0.74% | +358+0.8% | Added |
| Affinity Investment Advisors, LLC | 45,333 | $3.90M | 2.03% | −1,264−2.7% | Reduced |
| Tealwood Asset Management Inc | 45,325 | $3.90M | 2.11% | −314−0.7% | Reduced |
| Mogy Joel R Investment Counsel Inc | 45,236 | $3.90M | 0.41% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 45,173 | $3.89M | 1.47% | +2,100+4.9% | Added |
| Private Trust Co NA | 45,142 | $3.89M | 0.63% | +2,841+6.7% | Added |
| Bray Capital Advisors | 44,879 | $3.87M | 1.21% | −84−0.2% | Reduced |
| Signature Wealth Management Group | 44,857 | $3.86M | 1.96% | −2,441−5.2% | Reduced |
| Scott & Selber, Inc. | 44,851 | $3.86M | 1.86% | +224+0.5% | Added |
| Biltmore Family Office, LLC | 44,497 | $3.86M | 0.89% | +298+0.7% | Added |
| Trustmark National Bank Trust Department | 44,849 | $3.86M | 0.37% | +634+1.4% | Added |
| Castellan Group, LLC | 44,755 | $3.85M | 3.00% | −2,795−5.9% | Reduced |
| Girard Partners Ltd. | 44,723 | $3.85M | 0.51% | −1,663−3.6% | Reduced |
| Sumitomo Life Insurance Co | 44,677 | $3.85M | 0.16% | −5,440−10.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,473 | $3.83M | 1.16% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 44,478 | $3.83M | 0.14% | +6,307+16.5% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 44,380 | $3.82M | 0.95% | −3,640−7.6% | Reduced |
| Cozad Asset Management Inc | 44,296 | $3.81M | 0.62% | −1,321−2.9% | Reduced |
| Spinnaker Trust | 44,262 | $3.81M | 0.32% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 44,240 | $3.81M | 0.30% | −1,059−2.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 44,203 | $3.81M | 0.41% | −24−0.1% | Reduced |
| Wealthspire Advisors, LLC | 44,192 | $3.81M | 0.08% | +431+1.0% | Added |
| Orion Portfolio Solutions, LLC | 44,013 | $3.79M | 0.15% | +14,010+46.7% | Added |
| Arden Trust Co | 43,971 | $3.79M | 0.96% | −3,411−7.2% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 43,919 | $3.78M | 0.46% | −4,772−9.8% | Reduced |
| RFG Advisory, LLC | 37,261 | $3.78M | 0.22% | +3,169+9.3% | Added |
| Legacy Private Trust Co. | 43,843 | $3.78M | 0.36% | +4,486+11.4% | Added |
| Cypress Asset Management Inc | 43,696 | $3.76M | 1.44% | −340−0.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 43,613 | $3.76M | 0.18% | +75+0.2% | Added |
| SFMG, LLC | 41,519 | $3.75M | 0.44% | +768+1.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 43,504 | $3.75M | 0.99% | +1,048+2.5% | Added |
| IFP Advisors, Inc | 61,578 | $3.74M | 0.11% | +6,847+12.5% | Added |
| First Financial Bank - Trust Division | 43,472 | $3.74M | 0.46% | −474−1.1% | Reduced |
| Soltis Investment Advisors LLC | 43,401 | $3.74M | 0.56% | +2,431+5.9% | Added |
| Whitener Capital Management, Inc. | 43,384 | $3.74M | 1.77% | +469+1.1% | Added |
| PKO Investment Management Joint-Stock Co | 43,376 | $3.74M | 0.63% | −3,775−8.0% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 42,699 | $3.71M | 1.18% | −2,599−5.7% | Reduced |
| Costello Asset Management, INC | 42,940 | $3.70M | 3.49% | −2,140−4.7% | Reduced |
| Coastline Trust Co | 42,946 | $3.70M | 0.59% | −200−0.5% | Reduced |
| Beddow Capital Management Inc | 42,928 | $3.70M | 2.24% | 00.0% | Unchanged |
| Signaturefd, LLC | 42,917 | $3.70M | 0.13% | +1,758+4.3% | Added |
| Manchester Capital Management LLC | 42,783 | $3.68M | 0.64% | +1,970+4.8% | Added |
| Finer Wealth Management, Inc. | 42,768 | $3.68M | 3.62% | −236−0.5% | Reduced |
| Sawtooth Solutions, LLC | 42,733 | $3.68M | 0.53% | +8,466+24.7% | Added |
| Hengehold Capital Management LLC | 42,681 | $3.68M | 0.57% | +123+0.3% | Added |
| AdvisorNet Financial, Inc | 42,643 | $3.67M | 0.37% | +179+0.4% | Added |
| Texas Yale Capital Corp. | 42,408 | $3.65M | 0.23% | +1,035+2.5% | Added |
| Arete Wealth Advisors, LLC | 42,216 | $3.64M | 0.36% | −21,492−33.7% | Reduced |
| Dean Investment Associates, LLC | 42,119 | $3.63M | 0.74% | +6,181+17.2% | Added |
| Bowling Portfolio Management LLC | 42,086 | $3.62M | 1.00% | −718−1.7% | Reduced |
| Chatham Capital Group, Inc. | 42,043 | $3.62M | 0.89% | +764+1.9% | Added |
| Hilltop Holdings Inc. | 42,036 | $3.62M | 0.49% | +4,786+12.8% | Added |
| Conning Inc. | 41,898 | $3.61M | 0.13% | −2,024−4.6% | Reduced |
| Keene & Associates, Inc. | 41,585 | $3.58M | 3.29% | −535−1.3% | Reduced |
| Ancora Advisors, LLC | 41,567 | $3.58M | 0.11% | −1,571−3.6% | Reduced |
| White Pine Capital LLC | 41,258 | $3.55M | 1.48% | +153+0.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 41,137 | $3.54M | 2.19% | −2,163−5.0% | Reduced |
| TFC Financial Management | 41,138 | $3.54M | 1.12% | −200−0.5% | Reduced |
| Omers Administration Corp | 41,146 | $3.54M | 0.06% | +41,146 | New |
| Capital Planning Advisors, LLC | 41,059 | $3.54M | 0.95% | +22,767+124.5% | Added |
| Albion Financial Group | 41,033 | $3.53M | 0.36% | +777+1.9% | Added |
| Patton Albertson Miller Group, LLC | 40,832 | $3.52M | 0.76% | +1,888+4.8% | Added |
| Equitable Holdings, Inc. | 40,754 | $3.51M | 0.07% | +2,119+5.5% | Added |
| Belpointe Asset Management LLC | 40,731 | $3.51M | 0.24% | +3,923+10.7% | Added |
| Hudson Value Partners, LLC | 40,683 | $3.50M | 2.36% | +55+0.1% | Added |
| Vident Investment Advisory, LLC | 56,061 | $3.50M | 0.11% | +8,972+19.1% | Added |
| J.P. Marvel Investment Advisors, LLC | 40,570 | $3.49M | 0.89% | −22−0.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 40,468 | $3.48M | 0.36% | +6,419+18.9% | Added |