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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 9,381 | $1.04M | 0.52% | −1,668−15.1% | Reduced |
| Synergy Financial Management, LLC | 9,415 | $1.04M | 0.27% | +844+9.8% | Added |
| Townsend Asset Management Corp | 9,432 | $1.05M | 0.52% | +2,917+44.8% | Added |
| Soltis Investment Advisors LLC | 9,450 | $1.05M | 0.14% | −33,951−78.2% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 9,454 | $1.05M | 1.01% | +9,454 | New |
| Papp L Roy & Associates | 9,468 | $1.05M | 0.15% | −403−4.1% | Reduced |
| Highview Capital Management LLC | 9,477 | $1.05M | 0.64% | +312+3.4% | Added |
| Saxon Interests, Inc. | 9,530 | $1.05M | 0.60% | −44−0.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 9,511 | $1.06M | 0.73% | +565+6.3% | Added |
| McRae Capital Management Inc | 9,524 | $1.06M | 0.31% | +94+1.0% | Added |
| Endurance Wealth Management, Inc. | 9,548 | $1.06M | 0.16% | −45−0.5% | Reduced |
| RFP Financial Group LLC | 9,562 | $1.06M | 0.48% | +9,562 | New |
| ProVise Management Group, LLC | 9,569 | $1.06M | 0.11% | +168+1.8% | Added |
| Peak Planning Group, LLC | 9,614 | $1.07M | 0.94% | +561+6.2% | Added |
| Capital Square, LLC | 9,636 | $1.07M | 0.97% | +44+0.5% | Added |
| Monetary Management Group Inc | 9,655 | $1.07M | 0.33% | −274−2.8% | Reduced |
| Harrison & Co Wealth Management, LLC | 9,667 | $1.07M | 1.04% | −257−2.6% | Reduced |
| Garner Asset Management Corp | 9,679 | $1.07M | 0.53% | −11−0.1% | Reduced |
| Gamble Jones Investment Counsel | 9,683 | $1.07M | 0.08% | 00.0% | Unchanged |
| Sather Financial Group Inc | 9,685 | $1.07M | 0.09% | −155−1.6% | Reduced |
| Retirement Income Solutions, Inc | 9,725 | $1.08M | 0.34% | +864+9.8% | Added |
| GM Advisory Group, Inc. | 9,735 | $1.08M | 0.12% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 9,745 | $1.08M | 0.12% | +17+0.2% | Added |
| Mach-1 Financial Group, Inc. | 9,794 | $1.09M | 0.51% | +9,436+2,635.8% | Added |
| Hamilton Capital, LLC | 9,798 | $1.09M | 0.07% | +4,812+96.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 9,838 | $1.09M | 0.25% | −315−3.1% | Reduced |
| Providence Wealth Advisors, LLC | 9,615 | $1.09M | 0.81% | +125+1.3% | Added |
| Astoria Portfolio Advisors LLC. | 9,938 | $1.09M | 0.51% | +684+7.4% | Added |
| DCM Advisors, LLC | 9,872 | $1.10M | 0.53% | −6,730−40.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,890 | $1.10M | 0.13% | +9,890 | New |
| KC Investment Advisors, LLC | 9,899 | $1.10M | 1.04% | −2,591−20.7% | Reduced |
| Arrow Financial Corp | 9,893 | $1.10M | 0.15% | −415−4.0% | Reduced |
| Sunbelt Securities, Inc. | 9,903 | $1.10M | 0.21% | −3,974−28.6% | Reduced |
| Trifecta Capital Advisors, LLC | 9,905 | $1.10M | 0.44% | +9,905 | New |
| Patron Partners Advisors, LLC | 9,911 | $1.10M | 0.83% | −145−1.4% | Reduced |
| JSF Financial, LLC | 9,960 | $1.11M | 0.41% | +5,678+132.6% | Added |
| Continental Advisors LLC | 9,966 | $1.11M | 1.05% | 00.0% | Unchanged |
| Mechanics Financial Corp | 9,976 | $1.11M | 0.66% | +54+0.5% | Added |
| Peoples Bank | 9,982 | $1.11M | 0.71% | −80−0.8% | Reduced |
| Prossimo Advisors, LLC | 9,993 | $1.11M | 2.56% | +9,993 | New |
| Lumina Fund Management LLC | 10,000 | $1.11M | 0.56% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 10,018 | $1.11M | 0.66% | −24−0.2% | Reduced |
| Longfellow Investment Management Co LLC | 10,026 | $1.11M | 0.25% | −9,260−48.0% | Reduced |
| Verition Fund Management LLC | 10,030 | $1.11M | 0.02% | −21,781−68.5% | Reduced |
| Acorn Financial Advisory Services Inc | 10,026 | $1.11M | 0.24% | −183−1.8% | Reduced |
| Aspire Private Capital, LLC | 10,052 | $1.12M | 0.40% | +545+5.7% | Added |
| Renasant Bank | 10,083 | $1.12M | 0.84% | −1,313−11.5% | Reduced |
| Highline Wealth Partners LLC | 10,087 | $1.12M | 0.83% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 10,090 | $1.12M | 0.69% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 10,317 | $1.12M | 0.31% | +547+5.6% | Added |
| Coston, McIsaac & Partners | 10,096 | $1.12M | 0.44% | −128−1.3% | Reduced |
| Apriem Advisors | 10,098 | $1.12M | 0.19% | −560−5.3% | Reduced |
| Jump Financial, LLC | 10,115 | $1.12M | 0.06% | +10,115 | New |
| Phillips Wealth Planners LLC | 10,254 | $1.12M | 1.96% | +10,254 | New |
| Woodward Diversified Capital, LLC | 10,147 | $1.13M | 0.91% | −290−2.8% | Reduced |
| Telos Capital Management, Inc. | 10,156 | $1.13M | 0.16% | +317+3.2% | Added |
| Alpha Paradigm Partners, LLC | 10,168 | $1.13M | 0.47% | +8,426+483.7% | Added |
| Verity & Verity, LLC | 10,176 | $1.13M | 0.15% | +7,836+334.9% | Added |
| Tempus Wealth Planning, LLC | 10,198 | $1.13M | 0.69% | +159+1.6% | Added |
| Regent Peak Wealth Advisors LLC | 10,140 | $1.13M | 0.37% | −624−5.8% | Reduced |
| Aureus Asset Management, LLC | 10,226 | $1.13M | 0.10% | −186−1.8% | Reduced |
| StrategIQ Financial Group, LLC | 10,227 | $1.13M | 0.13% | −40−0.4% | Reduced |
| Cladis Investment Advisory, LLC | 10,234 | $1.14M | 1.13% | +10.0% | Added |
| Traynor Capital Management, Inc. | 10,239 | $1.14M | 0.20% | +15+0.1% | Added |
| Brady Family Wealth, LLC | 10,254 | $1.14M | 0.47% | +10,254 | New |
| Forefront Wealth Management Inc. | 10,262 | $1.14M | 1.53% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 10,274 | $1.14M | 0.47% | −94−0.9% | Reduced |
| swisspartners Ltd. | 10,293 | $1.14M | 1.46% | +5,903+134.5% | Added |
| LexAurum Advisors, LLC | 10,301 | $1.14M | 0.41% | −101−1.0% | Reduced |
| First Pacific Financial | 10,304 | $1.14M | 0.56% | −507−4.7% | Reduced |
| SBK Financial, Inc. | 10,304 | $1.14M | 1.81% | −38−0.4% | Reduced |
| Granite Investment Partners, LLC | 10,306 | $1.14M | 0.05% | +545+5.6% | Added |
| TLWM | 10,310 | $1.14M | 0.41% | +6,070+143.2% | Added |
| CVA Family Office, LLC | 10,317 | $1.14M | 0.28% | +359+3.6% | Added |
| First Financial Corp | 10,395 | $1.15M | 0.71% | 00.0% | Unchanged |
| Glassman Wealth Services | 10,402 | $1.15M | 0.21% | +486+4.9% | Added |
| Pallas Capital Advisors LLC | 10,506 | $1.16M | 0.12% | −2,256−17.7% | Reduced |
| Childress Capital Advisors, LLC | 10,436 | $1.16M | 0.38% | +326+3.2% | Added |
| Argent Capital Management LLC | 10,440 | $1.16M | 0.04% | 00.0% | Unchanged |
| Navellier & Associates Inc | 10,443 | $1.16M | 0.24% | +516+5.2% | Added |
| Iron Financial, LLC | 10,446 | $1.16M | 0.67% | −419−3.9% | Reduced |
| Atlas Capital Advisors LLC | 10,446 | $1.16M | 0.19% | +3,981+61.6% | Added |
| First Washington CORP | 10,482 | $1.16M | 0.57% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 10,550 | $1.16M | 1.37% | +10,550 | New |
| TCW Group Inc | 10,505 | $1.17M | 0.02% | +351+3.5% | Added |
| Coastal Bridge Advisors, LLC | 10,516 | $1.17M | 0.33% | +25+0.2% | Added |
| Stiles Financial Services Inc | 10,538 | $1.17M | 0.67% | +837+8.6% | Added |
| Forza Wealth Management, LLC | 10,544 | $1.17M | 0.78% | +10,544 | New |
| Sage Rhino Capital LLC | 10,548 | $1.17M | 0.37% | +24+0.2% | Added |
| Trustco Bank Corp N Y | 10,579 | $1.17M | 1.30% | 00.0% | Unchanged |
| Tradewinds, LLC. | 10,595 | $1.18M | 1.24% | −172−1.6% | Reduced |
| SPC Financial, Inc. | 10,621 | $1.18M | 0.14% | +563+5.6% | Added |
| Clarkston Capital Partners, LLC | 10,648 | $1.18M | 0.02% | −1,706−13.8% | Reduced |
| Zullo Investment Group, Inc. | 10,661 | $1.18M | 0.72% | +85+0.8% | Added |
| Baker Ellis Asset Management LLC | 10,665 | $1.18M | 0.23% | 00.0% | Unchanged |
| Millington Financial Advisors, LLC | 10,679 | $1.18M | 1.16% | +10,679 | New |
| Peterson Wealth Services | 10,707 | $1.19M | 0.68% | +960+9.8% | Added |
| Wrapmanager Inc | 10,707 | $1.19M | 0.38% | −2,719−20.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 10,720 | $1.19M | 0.09% | +3,367+45.8% | Added |
| Heartwood Wealth Advisors LLC | 10,721 | $1.19M | 0.19% | −1,805−14.4% | Reduced |