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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 71,308 | $6.14M | 0.35% | +29,693+71.4% | Added |
| Principle Wealth Partners LLC | 71,203 | $6.13M | 0.80% | −758−1.1% | Reduced |
| HBW Advisory Services LLC | 71,097 | $6.12M | 1.71% | +347+0.5% | Added |
| First Farmers & Merchants Bank / Trust | 70,844 | $6.10M | 8.09% | −415−0.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 70,335 | $6.10M | 2.57% | +5,740+8.9% | Added |
| Marble Harbor Investment Counsel, LLC | 70,561 | $6.08M | 0.93% | +198+0.3% | Added |
| Trust Co of Virginia | 70,519 | $6.07M | 0.77% | −2,616−3.6% | Reduced |
| De Burlo Group Inc | 70,450 | $6.07M | 1.44% | +65,589+1,349.3% | Added |
| Symmetry Partners, LLC | 70,412 | $6.06M | 0.41% | −45−0.1% | Reduced |
| Spire Wealth Management | 69,860 | $6.02M | 0.37% | −49,724−41.6% | Reduced |
| Addenda Capital Inc. | 69,306 | $6.02M | 0.27% | +69,306 | New |
| Cardinal Capital Management | 69,635 | $6.00M | 1.42% | +488+0.7% | Added |
| Linscomb & Williams, Inc. | 69,626 | $6.00M | 0.36% | +3,541+5.4% | Added |
| Bonness Enterprises Inc | 69,500 | $5.99M | 3.18% | 00.0% | Unchanged |
| Boit C F David | 69,325 | $5.97M | 4.85% | +69,325 | New |
| Sowell Financial Services LLC | 68,577 | $5.95M | 0.60% | +1,775+2.7% | Added |
| Pekin Hardy Strauss, Inc. | 68,901 | $5.93M | 0.99% | +2,218+3.3% | Added |
| Hamilton Wealth, LLC | 68,813 | $5.93M | 2.50% | −984−1.4% | Reduced |
| Gibraltar Capital Management, Inc. | 68,676 | $5.91M | 3.03% | −1,284−1.8% | Reduced |
| Asset Advisors Investment Management, LLC | 68,423 | $5.89M | 0.84% | −400−0.6% | Reduced |
| Clearstead Advisors, LLC | 68,365 | $5.89M | 0.54% | −24,574−26.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 68,351 | $5.89M | 0.16% | +20,103+41.7% | Added |
| Schonfeld Strategic Advisors LLC | 68,106 | $5.87M | 0.05% | +19,946+41.4% | Added |
| tru Independence LLC | 67,845 | $5.84M | 2.06% | −5,277−7.2% | Reduced |
| Garland Capital Management Inc | 67,820 | $5.84M | 5.08% | +1,405+2.1% | Added |
| Assetmark, Inc | 67,800 | $5.84M | 0.03% | +6,281+10.2% | Added |
| Valeo Financial Advisors, LLC | 86,512 | $5.84M | 0.37% | +5,756+7.1% | Added |
| KCM Investment Advisors LLC | 67,473 | $5.81M | 0.27% | +2,457+3.8% | Added |
| Martin Capital Partners, LLC | 67,385 | $5.80M | 2.69% | +2,361+3.6% | Added |
| Exchange Capital Management, Inc. | 67,168 | $5.79M | 1.34% | −1,989−2.9% | Reduced |
| Capital Analysts, LLC | 67,123 | $5.78M | 0.40% | +2,053+3.2% | Added |
| Hillman Capital Management, Inc. | 66,707 | $5.75M | 2.38% | −31,407−32.0% | Reduced |
| Everence Capital Management Inc | 66,701 | $5.74M | 0.53% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 66,584 | $5.73M | 1.07% | +66,584 | New |
| BTC Capital Management, Inc. | 66,600 | $5.73M | 0.75% | +433+0.7% | Added |
| Heritage Trust Co | 66,224 | $5.70M | 1.00% | +266+0.4% | Added |
| Zuckerman Investment Group, LLC | 65,894 | $5.67M | 1.06% | −1,182−1.8% | Reduced |
| Evergreen Capital Management LLC | 65,286 | $5.66M | 0.30% | +6,730+11.5% | Added |
| AlphaStar Capital Management, LLC | 65,626 | $5.65M | 0.61% | −9,322−12.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 65,518 | $5.64M | 0.29% | +6,838+11.7% | Added |
| Inlet Private Wealth, LLC | 65,451 | $5.64M | 1.68% | −15,962−19.6% | Reduced |
| Institutional & Family Asset Management, LLC | 65,309 | $5.62M | 1.01% | −151−0.2% | Reduced |
| L & S Advisors Inc | 65,211 | $5.62M | 0.99% | −8,618−11.7% | Reduced |
| OPSEU Pension Plan Trust Fund | 64,091 | $5.56M | 1.47% | +1,204+1.9% | Added |
| Lavaca Capital LLC | 62,063 | $5.52M | 3.10% | −1,029−1.6% | Reduced |
| First American Bank | 63,846 | $5.50M | 0.57% | +1,148+1.8% | Added |
| Bank of Hawaii | 63,720 | $5.49M | 0.37% | −1,111−1.7% | Reduced |
| Tower Bridge Advisors | 63,673 | $5.48M | 0.49% | −630−1.0% | Reduced |
| Fort Sheridan Advisors LLC | 63,566 | $5.47M | 1.85% | +409+0.6% | Added |
| SeaCrest Wealth Management, LLC | 63,542 | $5.47M | 0.83% | −1,063−1.6% | Reduced |
| Beach Investment Counsel Inc | 63,413 | $5.46M | 0.78% | −4,826−7.1% | Reduced |
| Geneos Wealth Management Inc. | 63,131 | $5.44M | 0.37% | −27,471−30.3% | Reduced |
| Covenant Asset Management, LLC | 62,715 | $5.40M | 2.17% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 62,656 | $5.39M | 0.44% | −3,470−5.2% | Reduced |
| Regent Investment Management LLC | 62,532 | $5.39M | 1.57% | +800+1.3% | Added |
| Boston Research & Management Inc | 62,514 | $5.38M | 1.83% | +120+0.2% | Added |
| Apollon Wealth Management, LLC | 62,499 | $5.38M | 0.44% | +2,585+4.3% | Added |
| Hedeker Wealth, LLC | 62,332 | $5.37M | 2.09% | −492−0.8% | Reduced |
| Eagle Rock Investment Company, LLC | 62,313 | $5.37M | 1.40% | −383−0.6% | Reduced |
| NBT Bank N A | 62,304 | $5.37M | 0.88% | +193+0.3% | Added |
| Barbara Oil Co. | 62,295 | $5.37M | 2.94% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 53,443 | $5.36M | 0.14% | +1,907+3.7% | Added |
| Northeast Investment Management | 62,249 | $5.36M | 0.36% | +467+0.8% | Added |
| JB Capital LLC | 62,195 | $5.36M | 0.59% | +46,445+294.9% | Added |
| Capital Counsel LLC | 62,183 | $5.36M | 0.35% | 00.0% | Unchanged |
| Independent Advisor Alliance | 61,981 | $5.34M | 0.31% | +3,918+6.7% | Added |
| Brick & Kyle, Associates | 61,695 | $5.33M | 3.23% | +1,272+2.1% | Added |
| Buck Wealth Strategies, LLC | 51,788 | $5.33M | 2.49% | +51,788 | New |
| Courier Capital LLC | 61,667 | $5.31M | 0.66% | −989−1.6% | Reduced |
| GFS Advisors, LLC | 61,651 | $5.31M | 1.27% | −782−1.3% | Reduced |
| BLB&B Advisors, LLC | 61,533 | $5.30M | 0.44% | −309−0.5% | Reduced |
| Empirical Finance, LLC | 61,519 | $5.30M | 0.63% | +9,996+19.4% | Added |
| Chicago Trust Co NA | 61,505 | $5.30M | 1.37% | −717−1.2% | Reduced |
| Rothschild Capital Partners, LLC | 61,453 | $5.29M | 2.43% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 61,384 | $5.29M | 1.65% | +1,068+1.8% | Added |
| FRG Family Wealth Advisors LLC | 60,882 | $5.24M | 1.29% | −425−0.7% | Reduced |
| Royal Fund Management, LLC | 60,817 | $5.24M | 0.97% | −1,453−2.3% | Reduced |
| Andesa Financial Management Inc. | 60,716 | $5.23M | 1.83% | +28,512+88.5% | Added |
| Trust Co of Toledo NA | 60,712 | $5.23M | 1.01% | −3,105−4.9% | Reduced |
| Carolina Wealth Advisors, LLC | 60,538 | $5.21M | 4.09% | +766+1.3% | Added |
| Rench Wealth Management, Inc. | 60,506 | $5.21M | 2.92% | −545−0.9% | Reduced |
| Narwhal Capital Management | 60,487 | $5.21M | 0.75% | +4,947+8.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 60,428 | $5.20M | 3.64% | +1,935+3.3% | Added |
| Level Four Advisory Services, LLC | 60,221 | $5.19M | 0.50% | −4,647−7.2% | Reduced |
| Ascent Group, LLC | 51,136 | $5.17M | 0.63% | +6,123+13.6% | Added |
| Berkshire Bank | 60,000 | $5.17M | 1.58% | −914−1.5% | Reduced |
| Opus Investment Management Inc | 60,000 | $5.17M | 1.20% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 50,657 | $5.14M | 2.38% | +1,647+3.4% | Added |
| BKD Wealth Advisors, LLC | 59,687 | $5.14M | 0.21% | +1,535+2.6% | Added |
| SG Americas Securities, LLC | 59,611 | $5.13M | 0.08% | −34,605−36.7% | Reduced |
| Bank Ozk | 59,549 | $5.13M | 2.78% | −1,089−1.8% | Reduced |
| Cypress Capital Group | 59,445 | $5.12M | 0.85% | +1,047+1.8% | Added |
| Edgemoor Investment Advisors, Inc. | 59,307 | $5.11M | 0.68% | −65−0.1% | Reduced |
| Equitable Trust Co | 59,320 | $5.11M | 0.43% | +705+1.2% | Added |
| MMBG Investment Advisors Co. | 59,224 | $5.10M | 0.68% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 59,125 | $5.09M | 1.08% | +925+1.6% | Added |
| Nations Financial Group Inc, | 59,123 | $5.09M | 0.74% | +27,752+88.5% | Added |
| Deseret Mutual Benefit Administrators | 58,736 | $5.06M | 1.42% | −10,430−15.1% | Reduced |
| Integrated Wealth Concepts LLC | 58,699 | $5.05M | 0.16% | −4,518−7.1% | Reduced |
| Hallmark Capital Management Inc | 58,524 | $5.04M | 0.50% | −3,218−5.2% | Reduced |