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, Q4 2022
Institutional positions in Merck & Co., Inc. as of Dec 31, 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
- 3,243
- +304 vs. Q3 2022
- Shares held
- 1.91B
- +33.5M (+1.8%) vs. Q3 2022
- Total value
- $212.2B
- +$50.0B (+30.9%) vs. Q3 2022
- New holders
- 395
- 1,191 more added
- Sold out
- 91
- 1,329 more reduced
57 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cohen Capital Management, Inc. | 5,967 | $662.0K | 0.13% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,970 | $662.4K | 0.06% | −189−3.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,973 | $662.7K | 0.45% | +2,328+63.9% | Added |
| Symphony Financial, Ltd. Co. | 5,915 | $663.0K | 0.18% | +318+5.7% | Added |
| Trilogy Capital Inc. | 5,982 | $663.7K | 0.05% | +2,334+64.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 6,000 | $665.7K | 0.94% | −2,300−27.7% | Reduced |
| Presilium Private Wealth, LLC | 6,000 | $665.7K | 0.28% | +6,000 | New |
| Jackson Creek Investment Advisors LLC | 6,006 | $666.0K | 0.30% | −371−5.8% | Reduced |
| Baldwin Investment Management, LLC | 6,012 | $667.0K | 0.12% | −200−3.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 6,014 | $667.3K | 0.38% | +232+4.0% | Added |
| Boyar Asset Management Inc. | 6,028 | $668.8K | 0.55% | −4,782−44.2% | Reduced |
| Concentric Wealth Management, LLC | 6,035 | $669.6K | 0.23% | +250+4.3% | Added |
| Chemistry Wealth Management LLC | 6,036 | $669.7K | 0.26% | +100+1.7% | Added |
| Ellenbecker Investment Group | 6,064 | $672.0K | 0.20% | +216+3.7% | Added |
| Wells Trecaso Financial Group, LLC | 6,076 | $674.1K | 0.34% | −135−2.2% | Reduced |
| Cassia Capital Partners, LLC | 6,081 | $674.7K | 0.55% | +1,739+40.1% | Added |
| Monterey Private Wealth, Inc. | 6,087 | $675.3K | 0.36% | −112−1.8% | Reduced |
| Octavia Wealth Advisors, LLC | 6,054 | $676.1K | 0.17% | −206−3.3% | Reduced |
| Cornerstone Capital, Inc. | 6,117 | $678.7K | 0.09% | −1,061−14.8% | Reduced |
| Paulson Wealth Management Inc. | 6,120 | $679.1K | 0.33% | −156−2.5% | Reduced |
| DGS Capital Management, LLC | 6,134 | $680.6K | 0.44% | +530+9.5% | Added |
| Archford Capital Strategies, LLC | 6,138 | $681.0K | 0.16% | +159+2.7% | Added |
| Broderick Brian C | 6,150 | $682.3K | 0.20% | +500+8.8% | Added |
| Golden Green, Inc. | 6,173 | $684.9K | 0.71% | +6,173 | New |
| Altus Wealth Management, LLC | 6,174 | $685.0K | 0.60% | +44+0.7% | Added |
| Somerset Trust Co | 6,201 | $688.0K | 0.29% | +740+13.6% | Added |
| L.M. Kohn & Company | 6,202 | $688.2K | 0.32% | +272+4.6% | Added |
| Salomon & Ludwin, LLC | 6,206 | $688.6K | 0.09% | +2,902+87.8% | Added |
| Sugarloaf Wealth Management, LLC | 6,210 | $689.0K | 0.17% | −183−2.9% | Reduced |
| Panoramic Investment Advisors, LLC | 6,224 | $690.6K | 0.71% | +6,224 | New |
| Gyroscope Capital Management Group, LLC | 6,234 | $691.7K | 0.21% | −84,161−93.1% | Reduced |
| Moseley Investment Management Inc | 6,247 | $693.1K | 0.50% | +150+2.5% | Added |
| Clearview Wealth Advisors LLC | 6,263 | $694.9K | 0.54% | −20−0.3% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 6,268 | $695.4K | 1.13% | +1,344+27.3% | Added |
| Samalin Investment Counsel, LLC | 6,276 | $696.3K | 0.44% | +149+2.4% | Added |
| Howard Financial Services, Ltd. | 6,277 | $696.4K | 0.18% | +51+0.8% | Added |
| Boltwood Capital Management | 6,283 | $697.1K | 0.28% | −50−0.8% | Reduced |
| Buckingham Strategic Partners | 6,297 | $698.8K | 0.05% | −4,723−42.9% | Reduced |
| Calton & Associates, Inc. | 6,299 | $698.9K | 0.27% | +2,120+50.7% | Added |
| Canton Hathaway, LLC | 6,320 | $701.0K | 0.24% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 6,319 | $701.1K | 0.11% | −182−2.8% | Reduced |
| Ssi Investment Management LLC | 6,319 | $701.1K | 0.04% | 00.0% | Unchanged |
| IFG Advisors, LLC | 6,337 | $703.1K | 0.31% | −105−1.6% | Reduced |
| Cooper Financial Group | 6,341 | $703.5K | 0.21% | +1,074+20.4% | Added |
| Apella Capital, LLC | 6,374 | $707.2K | 0.06% | +1,705+36.5% | Added |
| Bedel Financial Consulting, Inc. | 6,390 | $709.0K | 0.18% | −100−1.5% | Reduced |
| Exos TFP Holdings LLC | 6,405 | $710.6K | 0.20% | −9,358−59.4% | Reduced |
| XR Securities LLC | 6,422 | $712.5K | 0.85% | +6,422 | New |
| RB Capital Management, LLC | 6,434 | $713.9K | 0.26% | −93−1.4% | Reduced |
| Taylor Hoffman Wealth Management | 6,442 | $714.7K | 0.44% | −7,329−53.2% | Reduced |
| Family Firm, Inc. | 6,445 | $715.1K | 0.21% | +128+2.0% | Added |
| Bank of Nova Scotia Trust Co | 6,462 | $717.0K | 0.08% | −10.0% | Reduced |
| Fundamentun, LLC | 6,470 | $717.9K | 0.13% | −186−2.8% | Reduced |
| Oxford Financial Group Ltd | 6,477 | $718.6K | 0.08% | +947+17.1% | Added |
| Single Point Partners, LLC | 6,480 | $719.0K | 0.17% | −122−1.8% | Reduced |
| Voya Financial Advisors, Inc. | 6,492 | $719.5K | 0.09% | −1,139−14.9% | Reduced |
| MKT Advisors LLC | 6,486 | $720.4K | 0.54% | +52+0.8% | Added |
| FSM Wealth Advisors, LLC | 6,502 | $721.4K | 0.51% | −115−1.7% | Reduced |
| Millennium Capital Advisors, LLC | 6,504 | $721.6K | 0.73% | +481+8.0% | Added |
| Morton Capital Management LLC | 6,525 | $723.9K | 0.28% | −503−7.2% | Reduced |
| Stewart & Patten Co LLC | 6,529 | $724.4K | 0.13% | +25+0.4% | Added |
| Belmont Capital, LLC | 6,532 | $725.0K | 0.78% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 6,537 | $725.3K | 0.11% | −1,066−14.0% | Reduced |
| EHP Funds Inc. | 6,550 | $727.0K | 0.15% | −1,940−22.9% | Reduced |
| Cortland Associates Inc | 6,560 | $728.0K | 0.12% | −170−2.5% | Reduced |
| Dover Advisors, LLC | 6,527 | $728.9K | 0.79% | +6,527 | New |
| O'Rourke & Company, Inc | 6,587 | $731.0K | 0.58% | +491+8.1% | Added |
| Asset Management Group, Inc. | 6,592 | $731.3K | 0.17% | +41+0.6% | Added |
| Alta Advisers Ltd | 6,600 | $732.0K | 0.44% | 00.0% | Unchanged |
| First Personal Financial Services | 6,614 | $733.8K | 0.20% | −25−0.4% | Reduced |
| Atlas Private Wealth Management | 6,633 | $735.9K | 0.34% | −160−2.4% | Reduced |
| Bangor Savings Bank | 6,632 | $736.0K | 0.09% | −78−1.2% | Reduced |
| Avestar Capital, LLC | 6,636 | $736.4K | 0.16% | +507+8.3% | Added |
| Collective Family Office LLC | 6,639 | $736.6K | 0.33% | +253+4.0% | Added |
| SignalPoint Asset Management, LLC | 6,641 | $737.0K | 0.26% | −120−1.8% | Reduced |
| KLR Investment Advisors, LLC | 6,607 | $737.8K | 0.61% | +6,607 | New |
| Geller Advisors LLC | 6,613 | $738.2K | 0.12% | +931+16.4% | Added |
| Reuter James Wealth Management, LLC | 6,696 | $742.9K | 0.54% | −3,344−33.3% | Reduced |
| Mirador Capital Partners LP | 6,699 | $743.3K | 0.18% | +10.0% | Added |
| Nadler Financial Group, Inc. | 6,710 | $744.4K | 0.13% | −22−0.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,736 | $747.4K | 0.21% | +493+7.9% | Added |
| Bellevue Group AG | 6,751 | $749.0K | 0.01% | +1,907+39.4% | Added |
| Core Wealth Partners LLC | 8,104 | $749.4K | 0.93% | +8,104 | New |
| Pioneer Trust Bank N A | 6,765 | $750.6K | 0.23% | −136−2.0% | Reduced |
| MONECO Advisors, LLC | 6,774 | $751.5K | 0.27% | −68−1.0% | Reduced |
| Main Street Research LLC | 6,745 | $753.3K | 0.18% | +374+5.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,801 | $754.6K | 0.21% | −99−1.4% | Reduced |
| Cottonwood Capital Advisors, LLC | 6,818 | $756.5K | 0.68% | −252−3.6% | Reduced |
| Optimum Investment Advisors | 6,822 | $756.9K | 0.41% | +300+4.6% | Added |
| Missouri Trust & Investment Co | 6,825 | $757.0K | 0.45% | +285+4.4% | Added |
| JNBA Financial Advisors | 6,852 | $760.2K | 0.11% | −1,303−16.0% | Reduced |
| Jackson Square Capital, LLC | 6,857 | $760.8K | 0.36% | −13−0.2% | Reduced |
| Barrett & Company, Inc. | 6,864 | $761.6K | 0.50% | 00.0% | Unchanged |
| Quent Capital, LLC | 6,868 | $762.0K | 0.14% | +1,701+32.9% | Added |
| Aaron Wealth Advisors | 6,869 | $762.1K | 0.11% | +2,403+53.8% | Added |
| Sigma Investment Counselors Inc | 6,877 | $763.0K | 0.06% | +100+1.5% | Added |
| Focused Wealth Management, Inc | 6,883 | $763.7K | 0.16% | +19+0.3% | Added |
| Crumly & Associates Inc. | 6,894 | $764.9K | 0.29% | −162−2.3% | Reduced |
| Koss-Olinger Consulting, LLC | 6,903 | $766.0K | 0.11% | −10,823−61.1% | Reduced |
| Delta Financial Advisors LLC | 6,922 | $768.0K | 0.37% | 00.0% | Unchanged |