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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 22,853 | $2.54M | 0.31% | +2,163+10.5% | Added |
| Gifford Fong Associates | 22,900 | $2.54M | 0.58% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 22,953 | $2.55M | 1.86% | −2,199−8.7% | Reduced |
| Financial Sense Advisors, Inc. | 22,958 | $2.55M | 1.06% | +2,456+12.0% | Added |
| 9258 Wealth Management, LLC | 22,967 | $2.55M | 0.55% | −432−1.8% | Reduced |
| Sawyer & Company, Inc | 23,011 | $2.55M | 1.26% | −215−0.9% | Reduced |
| Glynn Capital Management LLC | 23,068 | $2.56M | 0.62% | 00.0% | Unchanged |
| Advisors Management Group Inc | 23,090 | $2.56M | 0.97% | −83−0.4% | Reduced |
| Malaga Cove Capital, LLC | 23,125 | $2.57M | 1.40% | −69−0.3% | Reduced |
| Sculati Wealth Management, LLC | 23,259 | $2.58M | 1.45% | −394−1.7% | Reduced |
| Financial Advocates Investment Management | 23,300 | $2.59M | 0.20% | +9,254+65.9% | Added |
| Baxter Bros Inc | 23,307 | $2.59M | 0.43% | +1,001+4.5% | Added |
| SWS Partners | 23,189 | $2.59M | 1.23% | +505+2.2% | Added |
| Wealthsource Partners, LLC | 23,334 | $2.59M | 0.18% | −5,444−18.9% | Reduced |
| Somerville Kurt F | 23,338 | $2.59M | 0.50% | −100−0.4% | Reduced |
| Puzo Michael J | 23,350 | $2.59M | 0.94% | 00.0% | Unchanged |
| Advisor OS, LLC | 23,401 | $2.60M | 0.69% | +3,629+18.4% | Added |
| Marcum Wealth, LLC | 23,421 | $2.60M | 0.34% | −1,271−5.1% | Reduced |
| Sippican Capital Advisors | 23,438 | $2.60M | 2.49% | −631−2.6% | Reduced |
| Long Run Wealth Advisors, LLC | 23,473 | $2.60M | 0.94% | +249+1.1% | Added |
| Valley National Advisers Inc | 23,455 | $2.60M | 0.47% | −676−2.8% | Reduced |
| Commerzbank Aktiengesellschaft | 23,635 | $2.62M | 0.16% | −15,635−39.8% | Reduced |
| Oak Associates, Ltd | 23,750 | $2.64M | 0.22% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 23,792 | $2.64M | 1.19% | +75+0.3% | Added |
| Ellis Investment Partners, LLC | 23,828 | $2.64M | 0.72% | −319−1.3% | Reduced |
| Bristol John W & Co Inc | 23,834 | $2.64M | 0.06% | −124−0.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 23,917 | $2.65M | 0.81% | +978+4.3% | Added |
| First Bank & Trust | 23,942 | $2.66M | 0.74% | −6,908−22.4% | Reduced |
| Paradigm Capital Management, LLC | 23,957 | $2.66M | 3.89% | −49−0.2% | Reduced |
| Sheets Smith Wealth Management | 23,981 | $2.66M | 0.42% | −104−0.4% | Reduced |
| Credit Agricole S A | 23,983 | $2.66M | 0.10% | −4,384−15.5% | Reduced |
| Cutler Group LP | 24,058 | $2.67M | 0.33% | −31,376−56.6% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 24,082 | $2.67M | 1.00% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 24,096 | $2.67M | 1.35% | −227−0.9% | Reduced |
| SeaBridge Investment Advisors LLC | 24,162 | $2.68M | 0.96% | −2,577−9.6% | Reduced |
| BDO Wealth Advisors, LLC | 24,348 | $2.70M | 0.34% | +413+1.7% | Added |
| Strengthening Families & Communities, LLC | 24,449 | $2.71M | 1.62% | −460−1.8% | Reduced |
| Knott David M Jr | 24,500 | $2.72M | 1.18% | 00.0% | Unchanged |
| IFG Advisory, LLC | 24,521 | $2.72M | 0.27% | −11,397−31.7% | Reduced |
| Fiduciary Group LLC | 24,555 | $2.72M | 0.36% | +1,075+4.6% | Added |
| New Potomac Partners, LLC | 24,568 | $2.73M | 2.02% | −512−2.0% | Reduced |
| Brendel Financial Advisors LLC | 24,601 | $2.73M | 5.47% | −34−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 24,661 | $2.74M | 1.15% | −168−0.7% | Reduced |
| Liberty One Investment Management, LLC | 24,680 | $2.74M | 0.39% | −433−1.7% | Reduced |
| Next Level Private LLC | 24,811 | $2.74M | 2.02% | +116+0.5% | Added |
| Leisure Capital Management | 24,744 | $2.75M | 1.42% | +81+0.3% | Added |
| DAGCO, Inc. | 24,754 | $2.75M | 1.61% | +60.0% | Added |
| Sargent Bickham Lagudis LLC | 24,824 | $2.75M | 0.23% | +179+0.7% | Added |
| Mountain Capital Investment Advisors, Inc | 24,894 | $2.76M | 1.25% | +3,251+15.0% | Added |
| Woodard & Co Asset Management Group Inc | 24,875 | $2.76M | 0.98% | +1,361+5.8% | Added |
| TBH Global Asset Management, LLC | 24,882 | $2.76M | 0.67% | +1,005+4.2% | Added |
| Zeke Capital Advisors, LLC | 24,908 | $2.76M | 0.18% | −1,737−6.5% | Reduced |
| Buckhead Capital Management LLC | 24,936 | $2.77M | 0.67% | −96−0.4% | Reduced |
| Cowen and Company, LLC | 24,969 | $2.77M | 0.29% | +24,969 | New |
| IHT Wealth Management, LLC | 24,980 | $2.77M | 0.18% | +2,003+8.7% | Added |
| Penobscot Investment Management Company, Inc. | 24,982 | $2.77M | 0.49% | 00.0% | Unchanged |
| Tamarack Advisers, LP | 25,000 | $2.77M | 2.01% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 25,004 | $2.77M | 2.76% | +25,004 | New |
| CNB Bank | 25,033 | $2.78M | 1.74% | −2,240−8.2% | Reduced |
| Blue Chip Partners, Inc. | 25,057 | $2.78M | 0.35% | −837−3.2% | Reduced |
| Webster Bank, N. A. | 25,072 | $2.78M | 0.38% | −431−1.7% | Reduced |
| Cypress Capital, LLC | 25,073 | $2.78M | 0.87% | +41+0.2% | Added |
| PFG Advisors | 25,259 | $2.80M | 0.27% | +1,259+5.2% | Added |
| Orca Investment Management, LLC | 25,282 | $2.81M | 3.56% | −1,285−4.8% | Reduced |
| Advisory Resource Group | 25,324 | $2.81M | 0.84% | −2,722−9.7% | Reduced |
| Watchman Group, Inc. | 25,330 | $2.81M | 1.55% | +300+1.2% | Added |
| Kensington Investment Counsel, LLC | 25,381 | $2.82M | 2.21% | +252+1.0% | Added |
| Patten Group, Inc. | 25,483 | $2.83M | 0.89% | +1,257+5.2% | Added |
| Wellington Shields & Co., LLC | 25,510 | $2.83M | 0.64% | −900−3.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,512 | $2.83M | 0.11% | +303+1.2% | Added |
| Silicon Valley Capital Partners | 25,518 | $2.83M | 0.65% | +25,518 | New |
| Johnson Financial Group, Inc. | 25,520 | $2.83M | 0.22% | +514+2.1% | Added |
| Green Square Capital Advisors LLC | 25,565 | $2.84M | 0.40% | +212+0.8% | Added |
| Thoroughbred Financial Services, LLC | 25,604 | $2.84M | 0.46% | +372+1.5% | Added |
| Hudson Valley Investment Advisors Inc | 25,784 | $2.86M | 0.43% | −1,885−6.8% | Reduced |
| Aquatic Capital Management LLC | 25,800 | $2.86M | 0.21% | +25,800 | New |
| Werlinich Asset Management, LLC | 25,855 | $2.87M | 2.65% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 25,903 | $2.87M | 1.29% | +25,903 | New |
| Bank Hapoalim BM | 25,905 | $2.87M | 0.36% | −561−2.1% | Reduced |
| Community Trust & Investment Co | 25,922 | $2.88M | 0.26% | −9,285−26.4% | Reduced |
| Patton Fund Management, Inc. | 26,005 | $2.88M | 0.84% | −505−1.9% | Reduced |
| Schmidt P J Investment Management Inc | 26,045 | $2.89M | 0.65% | −1,050−3.9% | Reduced |
| Clarius Group, LLC | 26,057 | $2.89M | 0.26% | +406+1.6% | Added |
| Harbor Investment Advisory, LLC | 26,089 | $2.89M | 0.45% | +806+3.2% | Added |
| Drexel Morgan & Co. | 26,123 | $2.90M | 0.60% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 26,159 | $2.90M | 1.03% | +12,654+93.7% | Added |
| Old North State Wealth Management, LLC | 26,363 | $2.93M | 2.94% | −11,180−29.8% | Reduced |
| Strategic Financial Services, Inc, | 26,396 | $2.93M | 0.23% | −3,086−10.5% | Reduced |
| Keystone Financial Group | 26,443 | $2.93M | 0.58% | +1,030+4.1% | Added |
| Axxcess Wealth Management, LLC | 26,513 | $2.94M | 0.24% | +2,454+10.2% | Added |
| GoalVest Advisory LLC | 26,517 | $2.94M | 1.90% | −5,044−16.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 26,567 | $2.95M | 0.37% | −920−3.3% | Reduced |
| Palisade Asset Management, LLC | 26,572 | $2.95M | 0.34% | +245+0.9% | Added |
| Tevis Investment Management | 26,574 | $2.95M | 3.14% | −104−0.4% | Reduced |
| Mission Wealth Management, LP | 26,591 | $2.95M | 0.14% | −186−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 26,600 | $2.95M | 1.27% | +6,500+32.3% | Added |
| Western Wealth Management, LLC | 26,665 | $2.96M | 0.30% | −23,215−46.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 26,802 | $2.97M | 1.14% | +40.0% | Added |
| Perfromance Wealth Partners, LLC | 26,867 | $2.98M | 0.18% | +10,177+61.0% | Added |
| Picton Mahoney Asset Management | 27,003 | $3.00M | 0.15% | +27,003 | New |