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 |
|---|---|---|---|---|---|
| Summit X, LLC | 8,449 | $770.3K | 0.22% | −917−9.8% | Reduced |
| Old Port Advisors | 6,963 | $772.5K | 0.29% | +80+1.2% | Added |
| Terry L. Blaker | 6,967 | $773.0K | 0.07% | −577−7.6% | Reduced |
| Toews Corp | 7,000 | $776.6K | 0.38% | −6,700−48.9% | Reduced |
| Summit Financial Strategies, Inc. | 7,001 | $776.7K | 0.17% | −3,030−30.2% | Reduced |
| Greystone Financial Group, LLC | 7,005 | $777.2K | 0.23% | −220−3.0% | Reduced |
| Landmark Financial Advisors, LLC | 7,020 | $778.9K | 0.36% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 6,873 | $781.0K | 0.52% | +600+9.6% | Added |
| Vivaldi Capital Management, LLC | 7,085 | $782.0K | 0.19% | +208+3.0% | Added |
| Michael B. Yongue | 7,059 | $783.2K | 0.74% | +549+8.4% | Added |
| RTD Financial Advisors, Inc. | 7,079 | $785.4K | 0.13% | −649−8.4% | Reduced |
| Cross Staff Investments Inc | 7,085 | $786.1K | 0.82% | 00.0% | Unchanged |
| CFO4Life, L.P. | 7,136 | $791.7K | 0.17% | +7,136 | New |
| CFO4Life Group, LLC | 7,136 | $791.7K | 0.17% | +7,136 | New |
| Resonant Capital Advisors, LLC | 7,100 | $792.4K | 0.10% | +1,322+22.9% | Added |
| DFPG Investments, LLC | 7,138 | $792.8K | 0.13% | +4,527+173.4% | Added |
| Lynch Asset Management, Inc. | 7,150 | $793.3K | 0.68% | 00.0% | Unchanged |
| Vicus Capital | 7,178 | $796.4K | 0.09% | −153−2.1% | Reduced |
| Compass Wealth Management LLC | 7,180 | $796.6K | 0.26% | +7,180 | New |
| Groesbeck Investment Management Corp | 7,196 | $798.0K | 1.34% | +150+2.1% | Added |
| Gateway Wealth Partners, LLC | 7,202 | $799.0K | 0.14% | +7,202 | New |
| Relyea Zuckerberg Hanson LLC | 7,222 | $801.3K | 0.23% | +1,176+19.5% | Added |
| Traphagen Investment Advisors LLC | 7,232 | $802.4K | 0.13% | −178−2.4% | Reduced |
| Hillsdale Investment Management Inc. | 7,247 | $804.1K | 0.07% | −2,520−25.8% | Reduced |
| Summit Financial Group Inc | 7,254 | $805.0K | 0.32% | −183−2.5% | Reduced |
| Crescent Sterling, Ltd. | 7,267 | $806.3K | 0.87% | +7,267 | New |
| Waddell & Associates, LLC | 7,272 | $806.9K | 0.14% | +224+3.2% | Added |
| Cassaday & Co Wealth Management LLC | 7,279 | $807.6K | 0.04% | +7,279 | New |
| Ategra Capital Management, LLC | 7,281 | $807.8K | 0.42% | −2,864−28.2% | Reduced |
| Redwood Financial Network Corp | 7,294 | $809.2K | 0.92% | +121+1.7% | Added |
| Alhambra Investment Partners LLC | 7,296 | $809.5K | 0.59% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 7,298 | $809.7K | 0.29% | 00.0% | Unchanged |
| Systematic Financial Management LP | 7,300 | $809.9K | 0.03% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $809.9K | 0.03% | +7,300 | New |
| Accurate Wealth Management, LLC | 7,313 | $810.4K | 0.30% | +1,135+18.4% | Added |
| Northcape Wealth Management, LLC | 7,309 | $810.9K | 0.45% | −20,619−73.8% | Reduced |
| Emerald Advisors, LLC | 7,325 | $812.7K | 0.23% | −1,242−14.5% | Reduced |
| Knowledge Leaders Capital, LLC | 7,333 | $813.6K | 1.08% | −7−0.1% | Reduced |
| LifePro Asset Management | 7,336 | $814.0K | 0.60% | −619−7.8% | Reduced |
| Intercontinental Wealth Advisors, LLC | 7,348 | $815.3K | 0.24% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 7,351 | $816.0K | 0.67% | −5,202−41.4% | Reduced |
| Grey Fox Wealth Advisors, LLC | 7,358 | $816.4K | 0.54% | +7,358 | New |
| Morris Retirement Advisors, LLC | 7,367 | $817.4K | 0.64% | +2,583+54.0% | Added |
| Magnus Financial Group LLC | 7,369 | $817.6K | 0.13% | +535+7.8% | Added |
| Strong Tower Advisory Services | 7,369 | $817.6K | 0.49% | −553−7.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 7,385 | $819.4K | 0.03% | +1,364+22.7% | Added |
| Creative Financial Designs Inc | 7,398 | $820.8K | 0.12% | −809−9.9% | Reduced |
| Guardian Wealth Advisors, LLC | 7,356 | $821.6K | 0.16% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 7,419 | $823.0K | 0.07% | +1,405+23.4% | Added |
| Grant/GrossMendelsohn, LLC | 7,177 | $823.9K | 0.42% | −600−7.7% | Reduced |
| King Wealth | 7,427 | $824.0K | 0.20% | −77−1.0% | Reduced |
| LWMG, LLC | 7,431 | $824.4K | 0.30% | +7,431 | New |
| Oxler Private Wealth LLC | 7,435 | $824.9K | 0.44% | +59+0.8% | Added |
| Pring Turner Capital Group Inc | 7,455 | $827.1K | 0.90% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 7,461 | $827.7K | 0.37% | +1,153+18.3% | Added |
| Foster Dykema Cabot & Co Inc | 7,481 | $830.0K | 0.12% | −1,062−12.4% | Reduced |
| Verity Asset Management, Inc. | 7,497 | $831.8K | 0.71% | −2,139−22.2% | Reduced |
| Successful Portfolios LLC | 7,497 | $832.0K | 0.54% | +375+5.3% | Added |
| Carmichael Hill & Associates, Inc. | 7,522 | $834.6K | 0.46% | −287−3.7% | Reduced |
| GraniteShares Advisors LLC | 7,525 | $834.9K | 0.69% | −1,598−17.5% | Reduced |
| TAP Consulting, LLC | 7,532 | $835.7K | 0.22% | +121+1.6% | Added |
| MJP Associates Inc | 7,536 | $836.1K | 0.25% | +525+7.5% | Added |
| Princeton Capital Management LLC | 7,539 | $836.4K | 0.37% | +1,239+19.7% | Added |
| Eldridge Investment Advisors, Inc. | 7,575 | $840.0K | 0.29% | +261+3.6% | Added |
| Kolinsky Wealth Management, LLC | 7,584 | $841.0K | 0.96% | −51−0.7% | Reduced |
| Congress Park Capital LLC | 7,585 | $841.6K | 0.54% | −605−7.4% | Reduced |
| Sunburst Financial Group, LLC | 7,593 | $842.4K | 0.34% | +110+1.5% | Added |
| Van Strum & Towne Inc. | 7,593 | $842.4K | 0.36% | 00.0% | Unchanged |
| Fenimore Asset Management Inc | 7,605 | $844.0K | 0.02% | 00.0% | Unchanged |
| Joule Financial, LLC | 7,621 | $845.5K | 0.56% | +143+1.9% | Added |
| Capital Advisors Inc | 7,622 | $845.6K | 0.02% | −61−0.8% | Reduced |
| Tower Wealth Partners, Inc. | 7,635 | $847.0K | 0.74% | +235+3.2% | Added |
| Amussen Hunsaker Associates LLC | 7,634 | $847.1K | 0.23% | +9+0.1% | Added |
| Coco Enterprises, LLC | 7,644 | $848.0K | 0.71% | +94+1.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7,650 | $849.0K | 0.25% | +3,750+96.2% | Added |
| Old Mission Investment Co LLC | 7,658 | $849.6K | 0.36% | +57+0.7% | Added |
| NVWM, LLC | 7,609 | $849.8K | 0.31% | −47−0.6% | Reduced |
| Red Wave Investments LLC | 7,668 | $850.8K | 0.36% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 7,675 | $851.5K | 0.15% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 7,678 | $851.9K | 0.08% | +1,151+17.6% | Added |
| JT Stratford LLC | 7,680 | $852.1K | 0.27% | +3,045+65.7% | Added |
| Edgestream Partners, L.P. | 7,682 | $852.3K | 0.10% | −461−5.7% | Reduced |
| PDS Planning, Inc | 7,719 | $856.4K | 0.14% | +457+6.3% | Added |
| Builder Investment Group Inc | 7,743 | $859.1K | 0.41% | +7,743 | New |
| McKinley Carter Wealth Services, Inc. | 7,753 | $860.2K | 0.07% | +977+14.4% | Added |
| Greenwich Wealth Management LLC | 7,770 | $862.0K | 0.09% | +402+5.5% | Added |
| Ausdal Financial Partners, Inc. | 7,781 | $863.3K | 0.13% | +2,214+39.8% | Added |
| Edgewood Management LLC | 7,818 | $867.4K | 0.00% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 7,836 | $869.0K | 0.19% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 7,854 | $871.4K | 0.21% | −404−4.9% | Reduced |
| Weatherly Asset Management L. P. | 7,813 | $872.6K | 0.12% | −227−2.8% | Reduced |
| Dividend Assets Capital, LLC | 7,866 | $873.0K | 0.19% | −210−2.6% | Reduced |
| Claret Asset Management Corp | 7,873 | $874.0K | 0.19% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7,881 | $874.4K | 0.24% | +91+1.2% | Added |
| FourThought Financial Partners, LLC | 7,895 | $876.0K | 0.13% | +7,895 | New |
| Keating Investment Counselors Inc | 7,905 | $877.1K | 0.34% | +7,905 | New |
| St. James Investment Advisors, LLC | 7,917 | $884.2K | 1.62% | −488−5.8% | Reduced |
| Eagle Ridge Investment Management | 7,974 | $884.7K | 0.10% | +297+3.9% | Added |
| Orion Capital Management LLC | 7,978 | $885.2K | 0.65% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 7,980 | $885.4K | 0.77% | +7,980 | New |