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 |
|---|---|---|---|---|---|
| NCM Capital Management, LLC | 17,105 | $1.90M | 1.25% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 17,124 | $1.90M | 0.17% | +1,541+9.9% | Added |
| First Hawaiian Bank | 17,175 | $1.91M | 0.07% | +1,797+11.7% | Added |
| PBMares Wealth Management LLC | 17,220 | $1.91M | 0.77% | −250−1.4% | Reduced |
| AFS Financial Group, LLC | 17,250 | $1.91M | 1.36% | +17,250 | New |
| Arkadios Wealth Advisors | 17,261 | $1.92M | 0.25% | +304+1.8% | Added |
| American Trust | 17,266 | $1.92M | 0.18% | +1,289+8.1% | Added |
| Resources Management Corp | 17,302 | $1.92M | 0.30% | −10−0.1% | Reduced |
| Dudley Capital Management, LLC | 17,357 | $1.93M | 1.41% | +17,357 | New |
| Oakworth Capital, Inc. | 17,358 | $1.93M | 0.18% | −1,580−8.3% | Reduced |
| Auxano Advisors, LLC | 17,362 | $1.93M | 0.87% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.93M | 1.77% | – | New |
| Jupiter Wealth Management LLC | 17,500 | $1.94M | 1.88% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 17,500 | $1.94M | 0.99% | +1,656+10.5% | Added |
| Parsec Financial Management, Inc. | 17,504 | $1.94M | 0.09% | +4,563+35.3% | Added |
| Rational Advisors LLC | 17,518 | $1.94M | 0.16% | −4,476−20.4% | Reduced |
| Ascent Wealth Partners, LLC | 17,520 | $1.94M | 0.42% | +533+3.1% | Added |
| Plante Moran Financial Advisors, LLC | 17,527 | $1.94M | 0.28% | +11,837+208.0% | Added |
| Founders Financial Alliance, LLC | 17,528 | $1.94M | 0.89% | −301−1.7% | Reduced |
| Triangle Securities Wealth Management | 17,538 | $1.95M | 0.71% | −546−3.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 17,560 | $1.95M | 1.05% | +548+3.2% | Added |
| St. Johns Investment Management Company, LLC | 17,599 | $1.95M | 1.16% | −365−2.0% | Reduced |
| Magnolia Capital Advisors LLC | 17,623 | $1.96M | 1.30% | −193−1.1% | Reduced |
| Apexium Financial, LP | 17,633 | $1.96M | 0.20% | −196−1.1% | Reduced |
| Sentry Investment Management LLC | 17,667 | $1.96M | 0.86% | +426+2.5% | Added |
| Hoey Investments, Inc | 17,793 | $1.97M | 0.86% | −832−4.5% | Reduced |
| Columbus Macro, LLC | 17,796 | $1.98M | 0.76% | −723−3.9% | Reduced |
| Legacy Financial Advisors, Inc. | 17,841 | $1.98M | 0.43% | +1,775+11.0% | Added |
| Private Management Group Inc | 17,843 | $1.98M | 0.09% | −10,813−37.7% | Reduced |
| Blodgett Wealth Advisors, LLC | 17,863 | $1.98M | 2.41% | 00.0% | Unchanged |
| Investors Research Corp | 17,897 | $1.99M | 0.54% | −175−1.0% | Reduced |
| Meridian Financial Partners LLC | 18,073 | $1.99M | 2.23% | −41−0.2% | Reduced |
| Patriot Investment Management Inc. | 18,854 | $1.99M | 0.17% | −596−3.1% | Reduced |
| Centaurus Financial, Inc. | 17,922 | $1.99M | 0.19% | −106−0.6% | Reduced |
| Whalerock Point Partners, LLC | 17,933 | $1.99M | 0.81% | +545+3.1% | Added |
| Onyx Bridge Wealth Group LLC | 17,333 | $1.99M | 0.81% | +1,374+8.6% | Added |
| Kercheville Advisors, LLC | 17,952 | $1.99M | 1.37% | +17,952 | New |
| Quest Investment Management LLC | 18,000 | $2.00M | 0.24% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 18,020 | $2.00M | 0.43% | +1,027+6.0% | Added |
| Park Place Capital Corp | 18,040 | $2.00M | 0.56% | +18,040 | New |
| Notis-McConarty Edward | 18,070 | $2.00M | 0.83% | −100−0.6% | Reduced |
| Lakeview Capital Partners, LLC | 18,903 | $2.01M | 0.64% | +609+3.3% | Added |
| Marshall Financial Group LLC | 18,091 | $2.01M | 0.78% | −170−0.9% | Reduced |
| Martin & Co Inc | 18,124 | $2.01M | 0.53% | +468+2.7% | Added |
| Argent Advisors, Inc. | 18,171 | $2.02M | 1.04% | −406−2.2% | Reduced |
| Resurgent Financial Advisors LLC | 18,173 | $2.02M | 1.08% | +5,400+42.3% | Added |
| Grimes & Company, Inc. | 18,176 | $2.02M | 0.09% | +449+2.5% | Added |
| Humankind Investments LLC | 18,192 | $2.02M | 0.88% | −2,349−11.4% | Reduced |
| HNP Capital LLC | 18,193 | $2.02M | 0.56% | +640+3.6% | Added |
| Probity Advisors, Inc. | 18,197 | $2.02M | 0.46% | −489−2.6% | Reduced |
| SG Americas Securities, LLC | 18,246 | $2.02M | 0.03% | −41,365−69.4% | Reduced |
| Global Trust Asset Management, LLC | 18,254 | $2.03M | 1.02% | −310−1.7% | Reduced |
| Beck Bode, LLC | 18,308 | $2.03M | 0.46% | +18,308 | New |
| McDonald Partners LLC | 18,317 | $2.03M | 0.69% | −279−1.5% | Reduced |
| Spirit of America Management Corp | 18,350 | $2.04M | 0.46% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 18,364 | $2.04M | 0.46% | −1,248,709−98.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 18,404 | $2.04M | 0.84% | +17+0.1% | Added |
| Burleson & Company, LLC | 18,438 | $2.05M | 0.51% | +3,746+25.5% | Added |
| Burke & Herbert Bank & Trust Co | 18,501 | $2.05M | 1.53% | −250−1.3% | Reduced |
| Bristlecone Advisors, LLC | 18,524 | $2.06M | 0.25% | +2,189+13.4% | Added |
| Diligent Investors, LLC | 18,540 | $2.06M | 0.67% | +156+0.8% | Added |
| Grove Bank & Trust | 18,605 | $2.06M | 0.46% | −11,715−38.6% | Reduced |
| Guardian Investment Management | 18,700 | $2.07M | 1.97% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 18,783 | $2.08M | 1.78% | +18,783 | New |
| Kendall Capital Management | 18,818 | $2.09M | 1.06% | −707−3.6% | Reduced |
| CFM Wealth Partners LLC | 18,854 | $2.09M | 0.63% | −50.0% | Reduced |
| Windsor Capital Management, LLC | 18,876 | $2.09M | 0.76% | −574−3.0% | Reduced |
| Fragasso Group Inc. | 18,995 | $2.11M | 0.24% | −37−0.2% | Reduced |
| Integrated Investment Consultants, LLC | 19,021 | $2.11M | 0.71% | +359+1.9% | Added |
| Smallwood Wealth Investment Management, LLC | 19,041 | $2.11M | 1.79% | −95−0.5% | Reduced |
| Southern Capital Advisors, LLC | 19,042 | $2.11M | 1.63% | +2,285+13.6% | Added |
| Matrix Trust Co | 19,065 | $2.12M | 0.54% | +5,423+39.8% | Added |
| Capital International Sarl | 19,077 | $2.12M | 0.15% | +343+1.8% | Added |
| Quadrant Private Wealth Management, LLC | 18,967 | $2.12M | 0.71% | +18,967 | New |
| Bernardo Wealth Planning LLC | 19,121 | $2.12M | 0.99% | +8,329+77.2% | Added |
| Enterprise Financial Services Corp | 19,202 | $2.13M | 1.47% | −169−0.9% | Reduced |
| Meridian Financial, LLC | 19,204 | $2.13M | 2.24% | +3,238+20.3% | Added |
| Vectors Research Management, LLC | 19,210 | $2.13M | 0.55% | +982+5.4% | Added |
| Centric Wealth Management | 19,212 | $2.13M | 1.08% | −522−2.6% | Reduced |
| Stone Point Wealth LLC | 19,213 | $2.13M | 1.05% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 19,325 | $2.14M | 0.24% | −1,294−6.3% | Reduced |
| True North Advisors, LLC | 19,388 | $2.15M | 0.73% | −193−1.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 19,427 | $2.16M | 0.65% | −1,357−6.5% | Reduced |
| Wealth Alliance | 19,488 | $2.16M | 0.38% | −2,695−12.1% | Reduced |
| Wedmont Private Capital | 18,835 | $2.16M | 0.32% | +5,063+36.8% | Added |
| Beaton Management Co. Inc. | 19,510 | $2.17M | 1.45% | 00.0% | Unchanged |
| ESG Planning | 19,575 | $2.17M | 2.68% | −27,819−58.7% | Reduced |
| Crescent Grove Advisors, LLC | 19,496 | $2.18M | 0.23% | −131−0.7% | Reduced |
| Montecito Bank & Trust | 19,639 | $2.18M | 0.53% | −511−2.5% | Reduced |
| Key Financial Inc | 25,303 | $2.18M | 1.03% | 00.0% | Unchanged |
| Cadinha & Co LLC | 19,684 | $2.18M | 0.49% | +4,065+26.0% | Added |
| Calamos Wealth Management LLC | 19,707 | $2.19M | 0.17% | −119−0.6% | Reduced |
| First Business Financial Services, Inc. | 19,736 | $2.19M | 0.29% | +157+0.8% | Added |
| Nwam LLC | 19,740 | $2.19M | 0.19% | −469−2.3% | Reduced |
| Cape Cod Five Cents Savings Bank | 19,856 | $2.20M | 0.25% | −138−0.7% | Reduced |
| Westwood Holdings Group Inc. | 19,873 | $2.21M | 0.02% | −5,014−20.1% | Reduced |
| Peak Asset Management, LLC | 19,892 | $2.21M | 0.58% | −30−0.2% | Reduced |
| Signet Investment Advisory Group, Inc. | 19,918 | $2.21M | 1.56% | +858+4.5% | Added |
| Thrive Wealth Management, LLC | 19,920 | $2.21M | 0.63% | −809−3.9% | Reduced |
| Hemenway Trust Co LLC | 19,933 | $2.21M | 0.25% | +131+0.7% | Added |