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 | 3,812 | $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, 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 |
|---|---|---|---|---|---|
| Sonata Capital Group Inc | 7,984 | $886.0K | 0.49% | −499−5.9% | Reduced |
| Catalyst Financial Partners LLC | 7,991 | $886.6K | 0.46% | +7,991 | New |
| Monetta Financial Services Inc | 8,000 | $887.6K | 1.02% | 00.0% | Unchanged |
| Callan Capital, LLC | 8,021 | $889.9K | 0.11% | +3,496+77.3% | Added |
| Concord Wealth Partners | 8,026 | $890.5K | 0.27% | −2,684−25.1% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,039 | $892.0K | 0.30% | −641−7.4% | Reduced |
| MidWestOne Financial Group, Inc. | 8,041 | $892.1K | 0.21% | −5,264−39.6% | Reduced |
| Kowal Investment Group, LLC | 8,043 | $892.3K | 0.27% | +693+9.4% | Added |
| ASB Consultores, LLC | 8,076 | $896.0K | 0.37% | −1,340−14.2% | Reduced |
| New Jersey Better Educational Savings Trust | 8,078 | $896.3K | 2.64% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 8,080 | $896.5K | 0.47% | +542+7.2% | Added |
| Gryphon Financial Partners LLC | 8,086 | $897.2K | 0.22% | +84+1.0% | Added |
| Mathes Company, Inc. | 8,094 | $898.0K | 0.45% | 00.0% | Unchanged |
| Virtu Financial LLC | 8,093 | $898.0K | 0.12% | +8,093 | New |
| Everhart Financial Group, Inc. | 8,102 | $898.9K | 0.45% | +1,200+17.4% | Added |
| Day & Ennis, LLC | 8,105 | $899.3K | 0.35% | +676+9.1% | Added |
| US Asset Management LLC | 8,109 | $900.0K | 0.97% | +8,109 | New |
| Evoke Wealth, LLC | 117,654 | $902.5K | 0.03% | +110,551+1,556.4% | Added |
| Barton Investment Management | 8,158 | $905.1K | 0.18% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 8,167 | $906.1K | 0.08% | −444−5.2% | Reduced |
| Weinberger Asset Management, Inc | 8,192 | $908.9K | 0.56% | −300−3.5% | Reduced |
| BMS Financial Advisors, LLC | 8,194 | $909.1K | 0.60% | −93−1.1% | Reduced |
| Ifrah Financial Services, Inc. | 8,194 | $909.2K | 0.30% | −227−2.7% | Reduced |
| Carr Financial Group Corp | 8,152 | $910.4K | 0.48% | +8,152 | New |
| Monument Capital Management | 8,230 | $913.1K | 0.31% | +1,787+27.7% | Added |
| Financial Consulate, Inc | 8,237 | $913.9K | 0.32% | −200−2.4% | Reduced |
| Prostatis Group LLC | 8,245 | $914.8K | 0.56% | +5,758+231.5% | Added |
| Frisch Financial Group, Inc. | 8,254 | $916.0K | 0.34% | −106−1.3% | Reduced |
| WNY Asset Management, LLC | 8,292 | $920.0K | 0.25% | −40−0.5% | Reduced |
| RNC Capital Management LLC | 8,311 | $922.0K | 0.05% | −531−6.0% | Reduced |
| Professional Advisory Services Inc | 8,322 | $923.0K | 0.15% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 8,269 | $923.5K | 0.32% | −27−0.3% | Reduced |
| Willner & Heller, LLC | 8,341 | $925.5K | 1.31% | +56+0.7% | Added |
| Lafayette Investments, Inc. | 8,387 | $930.5K | 0.26% | −350−4.0% | Reduced |
| Magnolia Capital Management Ltd | 8,400 | $932.0K | 0.91% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 8,409 | $933.0K | 0.57% | +596+7.6% | Added |
| Portman Square Capital LLP | 8,418 | $934.0K | 0.46% | +8,418 | New |
| Opus Capital Group, LLC | 8,428 | $935.0K | 0.18% | −340−3.9% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 8,428 | $935.1K | 0.96% | −1,331−13.6% | Reduced |
| Sage Mountain Advisors LLC | 8,437 | $936.1K | 0.21% | +534+6.8% | Added |
| HHM Wealth Advisors, LLC | 8,469 | $939.6K | 0.21% | −54−0.6% | Reduced |
| Ami Asset Management Corp | 8,489 | $942.0K | 0.07% | +1,169+16.0% | Added |
| Virtus Investment Advisers, Inc. | 8,496 | $942.6K | 0.63% | +3,604+73.7% | Added |
| Valley Brook Capital Group | 8,514 | $944.6K | 0.91% | +555+7.0% | Added |
| Clear Creek Financial Management, LLC | 8,513 | $944.9K | 0.21% | +541+6.8% | Added |
| SOA Wealth Advisors, LLC. | 8,534 | $946.8K | 0.25% | +32+0.4% | Added |
| S.C. Financial Services, Inc. | 8,540 | $947.5K | 1.46% | +438+5.4% | Added |
| Staley Capital Advisers Inc | 8,551 | $949.0K | 0.06% | 00.0% | Unchanged |
| Gradient Investments LLC | 8,562 | $950.0K | 0.03% | −1,540−15.2% | Reduced |
| Krilogy Financial LLC | 8,573 | $951.2K | 0.09% | +335+4.1% | Added |
| Bender Robert & Associates | 8,592 | $953.3K | 0.36% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 8,602 | $954.4K | 0.28% | −624−6.8% | Reduced |
| Stokes Family Office, LLC | 8,607 | $954.9K | 0.12% | +416+5.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,614 | $955.0K | 1.42% | +175+2.1% | Added |
| Southeast Asset Advisors Inc. | 8,611 | $955.4K | 0.15% | +9+0.1% | Added |
| Keel Point, LLC | 8,614 | $955.7K | 0.15% | +748+9.5% | Added |
| Kapstone Financial Advisors LLC | 9,263 | $958.4K | 0.87% | +9,263 | New |
| Qube Research & Technologies Ltd | 8,653 | $960.0K | 0.01% | −576,696−98.5% | Reduced |
| Matrix Private Capital Group LLC | 8,601 | $960.6K | 0.63% | −7−0.1% | Reduced |
| Westshore Wealth, LLC | 8,689 | $964.1K | 0.55% | −200−2.2% | Reduced |
| Chase Investment Counsel Corp | 8,709 | $966.0K | 0.59% | +380+4.6% | Added |
| Athena Investment Management | 8,712 | $966.6K | 0.71% | +54+0.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 8,720 | $967.0K | 0.21% | 00.0% | Unchanged |
| Kidder Stephen W | 8,738 | $969.5K | 0.36% | +4,400+101.4% | Added |
| Univest Financial Corp | 8,739 | $969.6K | 0.31% | −470−5.1% | Reduced |
| Institute for Wealth Management, LLC. | 8,740 | $969.7K | 0.21% | −635−6.8% | Reduced |
| Arnhold LLC | 8,742 | $969.9K | 0.12% | −2,934−25.1% | Reduced |
| LBMC Investment Advisors, LLC | 8,751 | $970.9K | 0.10% | −132−1.5% | Reduced |
| MV Capital Management, Inc. | 8,760 | $971.9K | 0.15% | +5+0.1% | Added |
| Addison Capital Co | 8,790 | $975.0K | 0.62% | +112+1.3% | Added |
| Alliance Wealth Management Group | 8,808 | $977.2K | 0.36% | 00.0% | Unchanged |
| Towercrest Capital Management | 8,808 | $977.2K | 0.22% | 00.0% | Unchanged |
| Bassett Hargrove Investment Counsel, LLC | 8,840 | $980.0K | 1.84% | −129−1.4% | Reduced |
| Burns J W & Co Inc | 8,844 | $981.0K | 0.18% | −40−0.5% | Reduced |
| Mendel Money Management | 8,845 | $981.4K | 0.56% | −289−3.2% | Reduced |
| Relative Value Partners Group, LLC | 8,857 | $982.7K | 0.07% | +3,345+60.7% | Added |
| SageView Advisory Group, LLC | 8,880 | $985.2K | 0.08% | +8,880 | New |
| Westbourne Investment Advisors, Inc. | 8,885 | $986.0K | 0.50% | −700−7.3% | Reduced |
| Greenfield Savings Bank | 8,887 | $986.0K | 0.65% | −10.0% | Reduced |
| Oak Grove Capital LLC | 8,900 | $987.5K | 0.52% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 8,957 | $993.8K | 0.52% | 00.0% | Unchanged |
| Optas, LLC | 9,000 | $998.6K | 0.41% | +659+7.9% | Added |
| Tiemann Investment Advisors, LLC | 9,006 | $999.2K | 0.59% | +421+4.9% | Added |
| Mark Stevens | 9,018 | $1.00M | 0.13% | −464−4.9% | Reduced |
| First Commonwealth Financial Corp | 9,063 | $1.01M | 0.37% | −891−9.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 9,097 | $1.01M | 0.75% | −2,694−22.8% | Reduced |
| Sonoma Private Wealth LLC | 9,174 | $1.02M | 2.25% | +9,174 | New |
| Aspen Grove Capital, LLC | 9,153 | $1.02M | 0.47% | +9,153 | New |
| Fort Point Capital Partners LLC | 9,185 | $1.02M | 0.18% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 9,129 | $1.02M | 0.08% | −1,482−14.0% | Reduced |
| TCI Wealth Advisors, Inc. | 9,195 | $1.02M | 0.14% | +74+0.8% | Added |
| F3Logic, LLC | 9,210 | $1.02M | 0.21% | −1,545−14.4% | Reduced |
| Gallagher Benefit Services, Inc. | 9,210 | $1.02M | 0.21% | +9,210 | New |
| RSM US Wealth Management LLC | 9,259 | $1.03M | 0.05% | −64−0.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,287 | $1.03M | 0.88% | +175+1.9% | Added |
| Cape Ann Savings Bank | 9,332 | $1.04M | 0.76% | +208+2.3% | Added |
| Retirement Planning Co of New England, Inc. | 9,340 | $1.04M | 0.68% | +19+0.2% | Added |
| Domani Wealth, LLC | 9,357 | $1.04M | 0.26% | +113+1.2% | Added |
| Insight 2811, Inc. | 9,372 | $1.04M | 0.64% | +1,086+13.1% | Added |
| First Capital Advisors Group, LLC. | 9,375 | $1.04M | 0.71% | −778−7.7% | Reduced |