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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 10,746 | $1.19M | 0.39% | +2,488+30.1% | Added |
| Colonial River Wealth Management, LLC | 10,747 | $1.19M | 0.76% | +1,079+11.2% | Added |
| Legacy Advisors, LLC | 10,690 | $1.19M | 0.22% | −233−2.1% | Reduced |
| Wellington Shields Capital Management, LLC | 10,771 | $1.20M | 0.15% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 10,704 | $1.20M | 0.23% | +2,689+33.5% | Added |
| Berger Financial Group, Inc | 10,820 | $1.20M | 0.16% | −1,632−13.1% | Reduced |
| Buckingham Capital Management, Inc. | 10,828 | $1.20M | 0.21% | −1,613−13.0% | Reduced |
| Port Capital LLC | 10,831 | $1.20M | 0.09% | −245−2.2% | Reduced |
| Drive Wealth Management, LLC | 10,775 | $1.20M | 0.60% | +6,952+181.8% | Added |
| First Heartland Consultants, Inc. | 10,859 | $1.20M | 0.19% | −11,379−51.2% | Reduced |
| Monumental Financial Group Inc. | 10,869 | $1.21M | 0.97% | +10,869 | New |
| Game Creek Capital, LP | 10,875 | $1.21M | 0.77% | −1,000−8.4% | Reduced |
| Mill Creek Capital Advisors, LLC | 10,879 | $1.21M | 0.05% | +10,879 | New |
| MBL Wealth, LLC | 10,923 | $1.21M | 0.23% | +359+3.4% | Added |
| My Legacy Advisors, LLC | 11,778 | $1.21M | 0.52% | +748+6.8% | Added |
| Twelve Points Wealth Management LLC | 10,960 | $1.22M | 0.83% | +296+2.8% | Added |
| Gratus Capital LLC | 10,992 | $1.22M | 0.10% | −436−3.8% | Reduced |
| Shelton Capital Management | 11,000 | $1.22M | 0.13% | −180,815−94.3% | Reduced |
| Vista Investment Management | 11,058 | $1.23M | 0.70% | −394−3.4% | Reduced |
| Ridgecrest Wealth Partners, LLC | 11,071 | $1.23M | 0.93% | −50−0.4% | Reduced |
| InterOcean Capital Group, LLC | 11,073 | $1.23M | 0.04% | −1,363−11.0% | Reduced |
| Insigneo Advisory Services, LLC | 11,058 | $1.23M | 0.47% | +11,058 | New |
| Oxbow Advisors, LLC | 11,139 | $1.24M | 0.23% | +1,419+14.6% | Added |
| JFS Wealth Advisors, LLC | 11,142 | $1.24M | 0.12% | +207+1.9% | Added |
| West Bancorporation Inc | 11,147 | $1.24M | 0.92% | −497−4.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 11,152 | $1.24M | 0.73% | +84+0.8% | Added |
| Chapin Davis, Inc. | 11,152 | $1.24M | 0.72% | +11,152 | New |
| Richard W. Paul & Associates, LLC | 11,163 | $1.24M | 0.62% | +11,163 | New |
| Guerra Pan Advisors, LLC | 11,170 | $1.24M | 1.69% | +70+0.6% | Added |
| Seascape Capital Management | 11,187 | $1.24M | 0.68% | −496−4.2% | Reduced |
| Aurora Private Wealth, Inc. | 11,197 | $1.24M | 1.42% | −1,791−13.8% | Reduced |
| All Season Financial Advisors, Inc. | 11,209 | $1.24M | 1.10% | −6,424−36.4% | Reduced |
| First Command Bank | 11,210 | $1.24M | 0.16% | −395−3.4% | Reduced |
| First Command Financial Services, Inc. | 11,210 | $1.24M | 0.16% | −395−3.4% | Reduced |
| Alpha DNA Investment Management LLC | 11,243 | $1.25M | 0.66% | −3,777−25.1% | Reduced |
| Sargent Investment Group, LLC | 11,244 | $1.25M | 0.39% | +1,496+15.3% | Added |
| ICA Group Wealth Management, LLC | 11,246 | $1.25M | 0.29% | −3,005−21.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 11,249 | $1.25M | 0.60% | +59+0.5% | Added |
| Red Cedar Investment Management, LLC | 11,252 | $1.25M | 0.20% | +11,252 | New |
| Journey Strategic Wealth LLC | 11,296 | $1.25M | 0.15% | +2,514+28.6% | Added |
| Charter Oak Capital Management, LLC | 11,312 | $1.26M | 0.19% | +106+0.9% | Added |
| MCF Advisors LLC | 11,322 | $1.26M | 0.13% | +426+3.9% | Added |
| Atticus Wealth Management, LLC | 11,358 | $1.26M | 0.52% | −229−2.0% | Reduced |
| Crewe Advisors LLC | 11,384 | $1.26M | 0.20% | +411+3.7% | Added |
| Signature Wealth Management Partners, LLC | 11,398 | $1.26M | 1.25% | −265−2.3% | Reduced |
| FinTrust Capital Advisors, LLC | 11,465 | $1.27M | 0.31% | +1,379+13.7% | Added |
| Northstar Asset Management LLC | 11,498 | $1.28M | 0.40% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 11,521 | $1.28M | 0.83% | +11,521 | New |
| Covenant Partners, LLC | 11,522 | $1.28M | 0.51% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 11,551 | $1.28M | 0.33% | +2,662+29.9% | Added |
| Jacobs Levy Equity Management, Inc | 11,558 | $1.28M | 0.01% | −4,573−28.3% | Reduced |
| Dorchester Wealth Management Co | 11,588 | $1.29M | 0.30% | −1,165−9.1% | Reduced |
| Beacon Financial Advisory LLC | 11,591 | $1.29M | 0.92% | +222+2.0% | Added |
| Tilt Investment Management Holdings, PBC | 11,533 | $1.29M | 1.09% | +11,533 | New |
| ETF Managers Group, LLC | 11,632 | $1.29M | 0.06% | +1,209+11.6% | Added |
| Autumn Glory Partners, LLC | 11,640 | $1.29M | 0.69% | +1,885+19.3% | Added |
| Meitav Dash Investments Ltd | 11,624 | $1.29M | 0.02% | +4,292+58.5% | Added |
| Waverton Investment Management Ltd | 11,650 | $1.29M | 0.05% | −350−2.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 11,654 | $1.29M | 0.11% | +41+0.4% | Added |
| Cable Hill Partners, LLC | 11,648 | $1.30M | 0.23% | +900+8.4% | Added |
| Virtue Capital Management, LLC | 11,728 | $1.30M | 0.20% | +11,728 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,808 | $1.31M | 0.82% | +9+0.1% | Added |
| Compton Capital Management Inc | 11,813 | $1.31M | 0.95% | −880−6.9% | Reduced |
| AXS Investments LLC | 11,834 | $1.31M | 0.47% | −1,726−12.7% | Reduced |
| Hikari Tsushin, Inc. | 11,894 | $1.32M | 0.14% | 00.0% | Unchanged |
| Brave Asset Management Inc | 11,902 | $1.32M | 0.45% | 00.0% | Unchanged |
| Clean Yield Group | 11,903 | $1.32M | 0.57% | +450+3.9% | Added |
| David Loasby | 11,906 | $1.32M | 0.17% | +1,879+18.7% | Added |
| Perkins Capital Management Inc | 11,925 | $1.32M | 1.40% | 00.0% | Unchanged |
| American National Bank | 11,927 | $1.32M | 0.27% | +2,053+20.8% | Added |
| Occidental Asset Management, LLC | 11,930 | $1.32M | 0.36% | +34+0.3% | Added |
| Renaissance Investment Group LLC | 11,948 | $1.33M | 0.40% | −22−0.2% | Reduced |
| Adirondack Trust Co | 11,958 | $1.33M | 0.69% | +267+2.3% | Added |
| Virtus Family Office LLC | 11,886 | $1.33M | 2.96% | +1,158+10.8% | Added |
| Vigilare Wealth Management | 11,965 | $1.33M | 0.77% | +83+0.7% | Added |
| Lipe & Dalton | 11,971 | $1.33M | 0.76% | +10.0% | Added |
| WealthPLAN Partners, LLC | 12,225 | $1.33M | 0.09% | +12,225 | New |
| Bessemer Securities LLC | 12,013 | $1.33M | 0.60% | +450+3.9% | Added |
| JGP Wealth Management, LLC | 12,019 | $1.33M | 0.25% | −62−0.5% | Reduced |
| Centiva Capital, LP | 12,038 | $1.34M | 0.11% | +9,739+423.6% | Added |
| Schulhoff & Co Inc | 12,058 | $1.34M | 0.62% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 12,225 | $1.34M | 0.09% | +496+4.2% | Added |
| Stonnington Group, LLC | 12,098 | $1.34M | 0.37% | +1,002+9.0% | Added |
| Redmond Asset Management, LLC | 12,115 | $1.34M | 0.48% | −3,137−20.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 12,123 | $1.35M | 0.96% | +12,123 | New |
| Quantbot Technologies LP | 12,128 | $1.35M | 0.10% | +12,128 | New |
| XTX Topco Ltd | 12,136 | $1.35M | 0.29% | +12,136 | New |
| YHB Investment Advisors, Inc. | 12,142 | $1.35M | 0.14% | +52+0.4% | Added |
| Strategic Investment Advisors | 12,147 | $1.35M | 0.28% | +30.0% | Added |
| Field & Main Bank | 12,148 | $1.35M | 0.87% | +175+1.5% | Added |
| Security Asset Management | 12,148 | $1.35M | 0.75% | +409+3.5% | Added |
| Knuff & Co LLC | 12,170 | $1.35M | 0.58% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 12,171 | $1.35M | 0.05% | −929−7.1% | Reduced |
| Physicians Financial Services, Inc. | 12,195 | $1.35M | 0.61% | 00.0% | Unchanged |
| First Interstate Bank | 12,205 | $1.35M | 0.10% | −522−4.1% | Reduced |
| Trust Co | 12,223 | $1.36M | 0.22% | −851−6.5% | Reduced |
| AlphaCore Capital LLC | 12,245 | $1.36M | 0.53% | +2,799+29.6% | Added |
| Abacus Planning Group, Inc. | 12,256 | $1.36M | 0.37% | +1,019+9.1% | Added |
| Linker Capital Management Inc. | 12,279 | $1.36M | 1.56% | 00.0% | Unchanged |
| Accredited Investors Inc. | 12,345 | $1.37M | 0.12% | +324+2.7% | Added |