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
- 3,244
- +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
- 1,192 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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $196.9B |
| Q3 2024 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 1,000 | $111.0K | 0.03% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,000 | $111.0K | 0.07% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 1,000 | $111.0K | 0.08% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1,000 | $111.0K | 0.07% | +1,000 | New |
| Bay Harbor Wealth Management, LLC | 998 | $111.0K | 0.05% | −6−0.6% | Reduced |
| Avion Wealth | 1,311 | $112.0K | 0.03% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,029 | $114.0K | 0.00% | −110−9.7% | Reduced |
| Toth Financial Advisory Corp | 1,047 | $116.2K | 0.02% | −75−6.7% | Reduced |
| Y.D. More Investments Ltd | 1,086 | $120.4K | 0.03% | +1,086 | New |
| Mascoma Wealth Management LLC | 1,096 | $121.6K | 0.04% | −820−42.8% | Reduced |
| HealthInvest Partners AB | 1,110 | $123.2K | 0.24% | +1,110 | New |
| LFA - Lugano Financial Advisors SA | 1,116 | $123.8K | 0.09% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,119 | $124.0K | 0.04% | +258+30.0% | Added |
| Nomura Holdings Inc | 1,142 | $125.0K | 0.00% | −23,797−95.4% | Reduced |
| Baldrige Asset Management LLC | 1,131 | $125.0K | 0.06% | −68−5.7% | Reduced |
| America First Investment Advisors, LLC | 1,149 | $127.0K | 0.04% | +1,149 | New |
| Oliver Lagore Vanvalin Investment Group | 1,160 | $128.7K | 0.07% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,161 | $128.9K | 0.08% | +8+0.7% | Added |
| TD Ameritrade Investment Management, LLC | 1,178 | $131.0K | 0.00% | −292−19.9% | Reduced |
| Earnest Partners LLC | 1,183 | $131.3K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1,186 | $131.6K | 0.07% | −200−14.4% | Reduced |
| Hoese & Co LLP | 1,200 | $132.0K | 0.14% | −25−2.0% | Reduced |
| Twin Lakes Capital Management, LLC | 1,193 | $132.3K | 0.10% | +3+0.3% | Added |
| Turim 21 Investimentos Ltda. | 1,200 | $133.1K | 0.07% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,219 | $135.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,228 | $136.2K | 0.04% | +72+6.2% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,240 | $138.0K | 1.21% | −760−38.0% | Reduced |
| West Financial Advisors, LLC | 1,286 | $142.7K | 0.04% | 00.0% | Unchanged |
| EWG Elevate Inc. | 1,286 | $142.7K | 0.07% | +1,286 | New |
| True Wealth Design, LLC | 1,310 | $145.3K | 0.07% | +1,310 | New |
| Phocas Financial Corp. | 1,310 | $145.3K | 0.02% | +1,310 | New |
| Timber Creek Capital Management LLC | 1,330 | $147.6K | 0.06% | −500−27.3% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,351 | $149.9K | 0.06% | −59−4.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,360 | $150.9K | 0.15% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,428 | $158.4K | 0.00% | +1,185+487.7% | Added |
| Beaird Harris Wealth Management, LLC | 1,458 | $161.8K | 0.03% | +150+11.5% | Added |
| Arlington Partners LLC | 1,484 | $164.7K | 0.03% | +382+34.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,540 | $170.9K | 0.08% | +1,540 | New |
| Nkcfo LLC | 1,545 | $171.0K | 0.08% | +1,545 | New |
| Centerpoint Advisors, LLC | 1,547 | $172.0K | 0.08% | +125+8.8% | Added |
| Abound Wealth Management | 1,564 | $173.5K | 0.08% | −17−1.1% | Reduced |
| Tyler-Stone Wealth Management | 1,570 | $174.0K | 0.12% | +37+2.4% | Added |
| IAG Wealth Partners, LLC | 1,580 | $175.3K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,594 | $176.9K | 0.09% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,597 | $177.0K | 0.02% | −38−2.3% | Reduced |
| Western Pacific Wealth Management, LP | 1,602 | $177.7K | 0.15% | +473+41.9% | Added |
| Anfield Capital Management, LLC | 1,605 | $178.1K | 0.09% | −2,310−59.0% | Reduced |
| Bellevue Asset Management, LLC | 1,613 | $178.1K | 0.14% | −189−10.5% | Reduced |
| Arcus Capital Partners, LLC | 1,635 | $181.4K | 0.07% | +1,635 | New |
| RWM Asset Management, LLC | 1,636 | $181.5K | 0.04% | −2,211−57.5% | Reduced |
| McClarren Financial Advisors, Inc. | 1,653 | $183.0K | 0.17% | +353+27.2% | Added |
| Garde Capital, Inc. | 1,663 | $185.0K | 0.02% | +165+11.0% | Added |
| Cassady Schiller Wealth Management, LLC | 1,669 | $185.2K | 0.11% | +1,669 | New |
| First Community Trust NA | 1,690 | $188.0K | 0.22% | −1,092−39.3% | Reduced |
| MinichMacGregor Wealth Management, LLC | 1,704 | $189.1K | 0.07% | +1,704 | New |
| Lumature Wealth Partners, LLC | 1,736 | $192.6K | 0.11% | +642+58.7% | Added |
| Parkside Advisors LLC | 1,793 | $200.2K | 0.07% | +1,793 | New |
| Denver Wealth Management, Inc. | 1,813 | $201.0K | 0.15% | +1,813 | New |
| Evolution Wealth Advisors, LLC | 1,815 | $201.4K | 0.05% | +1,815 | New |
| Peninsula Wealth, LLC | 1,817 | $201.6K | 0.06% | +1,817 | New |
| Aspire Capital Advisors LLC | 1,823 | $202.3K | 0.12% | +1,823 | New |
| Terril Brothers, Inc. | 1,825 | $202.5K | 0.10% | +1,825 | New |
| Sequent Asset Management, LLC | 1,836 | $203.0K | 0.14% | +1,836 | New |
| Lee Financial Co | 1,837 | $203.8K | 0.03% | +227+14.1% | Added |
| Aldebaran Financial Inc. | 1,842 | $204.3K | 0.23% | −600−24.6% | Reduced |
| Cascade Investment Advisors, Inc. | 1,845 | $204.8K | 0.17% | +1,845 | New |
| Cranbrook Wealth Management, LLC | 1,851 | $205.4K | 0.06% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 1,852 | $205.5K | 0.10% | +1,852 | New |
| Financial Insights, Inc. | 1,853 | $205.6K | 0.10% | +1,853 | New |
| Sterling Investment Management, Inc. | 1,856 | $205.9K | 0.17% | +1,856 | New |
| Vahanian & Associates Financial Planning Inc. | 1,859 | $206.3K | 0.67% | +1,859 | New |
| American Money Management, LLC | 1,864 | $206.8K | 0.06% | +1,864 | New |
| First Long Island Investors, LLC | 1,865 | $206.9K | 0.02% | +1,865 | New |
| Northern Capital Management, Inc. | 1,865 | $206.9K | 0.20% | +1,865 | New |
| Spectrum Wealth Advisory Group, LLC | 1,866 | $207.0K | 0.29% | +1,866 | New |
| Riversedge Advisors, LLC | 1,866 | $207.0K | 0.07% | +1,866 | New |
| Seldon Capital LP | 1,873 | $207.8K | 0.18% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,866 | $208.2K | 0.09% | +1,866 | New |
| Unique Wealth, LLC | 1,879 | $208.5K | 0.11% | +1,879 | New |
| Todd Asset Management LLC | 1,880 | $208.6K | 0.01% | +1,880 | New |
| Fortress Wealth Management, Inc. | 1,893 | $210.0K | 0.17% | +1,893 | New |
| Gray Wealth Management Inc. | 1,893 | $210.1K | 0.12% | +1,893 | New |
| Kelman-Lazarov, Inc. | 1,896 | $210.4K | 0.06% | +1,896 | New |
| Modus Advisors, LLC | 1,904 | $211.2K | 0.10% | +1,904 | New |
| Bryant Woods Investment Advisors, LLC | 1,907 | $211.6K | 0.18% | +1,907 | New |
| Bond & Devick Financial Network, Inc. | 1,908 | $211.7K | 0.15% | +1,908 | New |
| Private Wealth Group, LLC | 1,912 | $212.1K | 0.30% | +1,912 | New |
| Foster Victor Wealth Advisors, LLC | 1,851 | $212.6K | 0.03% | +1,851 | New |
| Parker Financial LLC | 1,920 | $213.0K | 0.18% | +1,920 | New |
| Barber Financial Group, Inc. | 1,938 | $215.0K | 0.06% | +1,938 | New |
| Aevitas Wealth Management, Inc. | 1,939 | $215.2K | 0.13% | +1,939 | New |
| Cabot Wealth Management Inc | 1,960 | $217.0K | 0.04% | +1,960 | New |
| J.Safra Asset Management Corp | 1,961 | $217.0K | 0.04% | +1,961 | New |
| Bridgeworth, LLC | 1,963 | $217.8K | 0.03% | +1,963 | New |
| Caerus Investment Advisors, LLC | 1,963 | $217.8K | 0.33% | +1,963 | New |
| American Financial Advisors, LLC | 1,964 | $217.9K | 0.04% | +1,964 | New |
| Stony Point Wealth Management Inc. | 1,971 | $218.7K | 0.12% | +1,971 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,972 | $218.8K | 0.01% | −647−24.7% | Reduced |
| Activest Wealth Management | 2,043 | $218.9K | 0.06% | +46+2.3% | Added |
| Brainard Capital Management LLC | 1,976 | $219.2K | 0.19% | +1,976 | New |