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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 27,019 | $3.00M | 2.50% | −561−2.0% | Reduced |
| Headinvest, LLC | 27,043 | $3.00M | 0.67% | −374−1.4% | Reduced |
| Hayek Kallen Investment Management | 27,066 | $3.00M | 1.38% | −66−0.2% | Reduced |
| High Note Wealth, LLC | 27,160 | $3.01M | 1.26% | +20.0% | Added |
| M Holdings Securities, Inc. | 27,272 | $3.02M | 0.32% | −277−1.0% | Reduced |
| Duff & Phelps Investment Management Co | 27,377 | $3.04M | 0.04% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 27,492 | $3.05M | 1.11% | −488−1.7% | Reduced |
| Cubic Asset Management, LLC | 27,529 | $3.05M | 0.87% | −2,978−9.8% | Reduced |
| Brighton Jones LLC | 27,578 | $3.06M | 0.18% | +533+2.0% | Added |
| Curbstone Financial Management Corp | 27,586 | $3.06M | 0.77% | −2,100−7.1% | Reduced |
| Foundations Investment Advisors, LLC | 27,596 | $3.06M | 0.12% | +18,686+209.7% | Added |
| Mather Group, LLC. | 27,627 | $3.07M | 0.06% | +924+3.5% | Added |
| Beacon Financial Group | 27,635 | $3.07M | 0.42% | −427−1.5% | Reduced |
| Stolper Co | 27,659 | $3.07M | 1.35% | −5,641−16.9% | Reduced |
| Independent Financial Group, LLC | 27,720 | $3.08M | 0.26% | +2,392+9.4% | Added |
| Consolidated Planning Corp | 27,731 | $3.08M | 0.85% | +24,193+683.8% | Added |
| NTV Asset Management LLC | 27,733 | $3.08M | 0.60% | −192−0.7% | Reduced |
| Rehmann Capital Advisory Group | 27,775 | $3.08M | 0.32% | +576+2.1% | Added |
| Archer Investment Corp | 27,777 | $3.08M | 1.20% | −191−0.7% | Reduced |
| Forum Financial Management, LP | 27,823 | $3.09M | 0.10% | −168−0.6% | Reduced |
| Legato Capital Management LLC | 27,827 | $3.09M | 0.59% | +27,827 | New |
| Jaffetilchin Investment Partners, LLC | 27,831 | $3.09M | 0.38% | −482−1.7% | Reduced |
| Centre Asset Management, LLC | 27,862 | $3.09M | 0.82% | −491−1.7% | Reduced |
| New England Research & Management, Inc. | 27,867 | $3.09M | 1.78% | −3,492−11.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 27,869 | $3.09M | 0.67% | −88−0.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 27,909 | $3.10M | 0.76% | +3,552+14.6% | Added |
| Northstar Group, Inc. | 27,912 | $3.10M | 0.88% | +2,920+11.7% | Added |
| Claraphi Advisory Network, LLC | 27,922 | $3.10M | 1.23% | +23,573+542.0% | Added |
| Hunter Associates Investment Management LLC | 28,143 | $3.12M | 0.75% | −864−3.0% | Reduced |
| Mayflower Financial Advisors, LLC | 28,134 | $3.12M | 0.43% | −533−1.9% | Reduced |
| Waldron Private Wealth LLC | 35,984 | $3.12M | 0.19% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 27,976 | $3.12M | 1.24% | −196−0.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,223 | $3.13M | 1.61% | −188−0.7% | Reduced |
| Riverview Trust Co | 28,395 | $3.15M | 2.98% | +68+0.2% | Added |
| Convergence Investment Partners, LLC | 28,397 | $3.15M | 1.87% | −360−1.3% | Reduced |
| Qtron Investments LLC | 28,403 | $3.15M | 0.66% | +3,839+15.6% | Added |
| Fairhaven Wealth Management, LLC | 28,407 | $3.15M | 1.34% | +1,288+4.7% | Added |
| YorkBridge Wealth Partners, LLC | 28,548 | $3.17M | 0.80% | −3,051−9.7% | Reduced |
| Trust Asset Management LLC | 28,560 | $3.17M | 0.39% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 28,566 | $3.17M | 0.55% | −332−1.1% | Reduced |
| Cyrus J. Lawrence, LLC | 28,829 | $3.19M | 0.95% | −30.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 28,839 | $3.20M | 1.40% | +28,839 | New |
| Veriti Management LLC | 28,847 | $3.20M | 0.42% | +918+3.3% | Added |
| Wafra Inc. | 28,862 | $3.20M | 0.12% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 28,702 | $3.21M | 0.30% | +2,141+8.1% | Added |
| BFSG, LLC | 28,925 | $3.21M | 0.64% | +1,082+3.9% | Added |
| Hall Laurie J Trustee | 28,925 | $3.21M | 1.45% | −50−0.2% | Reduced |
| Wealth Advisory Solutions, LLC | 29,085 | $3.23M | 0.87% | −1,610−5.2% | Reduced |
| Shoker Investment Counsel, Inc. | 29,110 | $3.23M | 1.45% | +407+1.4% | Added |
| Change Path, LLC | 29,150 | $3.23M | 0.18% | +2,659+10.0% | Added |
| Harvey Investment Co LLC | 29,254 | $3.25M | 0.42% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 29,288 | $3.25M | 0.91% | −7,700−20.8% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 29,295 | $3.25M | 1.93% | −686−2.3% | Reduced |
| Bluefin Capital Management, LLC | 29,300 | $3.25M | 0.57% | +18,800+179.0% | Added |
| Little House Capital LLC | 29,308 | $3.25M | 1.61% | +783+2.7% | Added |
| Chelsea Counsel Co | 29,121 | $3.25M | 1.62% | +500+1.7% | Added |
| Callahan Advisors, LLC | 29,316 | $3.25M | 0.45% | +90.0% | Added |
| AIMZ Investment Advisors, LLC | 29,372 | $3.26M | 1.54% | −228−0.8% | Reduced |
| Allegheny Financial Group LTD | 29,402 | $3.26M | 1.36% | +1,561+5.6% | Added |
| Goodman Advisory Group, LLC | 29,474 | $3.27M | 1.90% | −679−2.3% | Reduced |
| First PREMIER Bank | 29,518 | $3.27M | 0.99% | −245−0.8% | Reduced |
| Capital Investment Advisory Services, LLC | 29,556 | $3.28M | 0.39% | +940+3.3% | Added |
| BigSur Wealth Management LLC | 29,403 | $3.28M | 1.58% | −2,637−8.2% | Reduced |
| Murphy Pohlad Asset Management LLC | 29,631 | $3.29M | 1.35% | +118+0.4% | Added |
| Inscription Capital, LLC | 29,632 | $3.29M | 1.12% | −205−0.7% | Reduced |
| Global Retirement Partners, LLC | 29,640 | $3.29M | 0.23% | +5,928+25.0% | Added |
| Berkeley, Inc | 29,683 | $3.29M | 2.49% | −1,731−5.5% | Reduced |
| 44 Wealth Management LLC | 29,753 | $3.30M | 1.14% | +4,098+16.0% | Added |
| Bridgeway Capital Management, LLC | 29,785 | $3.30M | 0.09% | −28,600−49.0% | Reduced |
| Welch Group, LLC | 29,785 | $3.30M | 0.19% | +259+0.9% | Added |
| Financial Advisory Service, Inc. | 29,857 | $3.31M | 0.38% | +2,830+10.5% | Added |
| Telemus Capital, LLC | 28,930 | $3.32M | 0.30% | +11,547+66.4% | Added |
| Checchi Capital Advisers, LLC | 29,994 | $3.33M | 0.35% | −1,095−3.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 30,000 | $3.33M | 0.47% | +2,200+7.9% | Added |
| Proequities, Inc. | 29,942 | $3.34M | 0.27% | +592+2.0% | Added |
| Csenge Advisory Group | 30,202 | $3.35M | 0.26% | +350+1.2% | Added |
| Essex Savings Bank | 30,283 | $3.36M | 1.18% | −745−2.4% | Reduced |
| Silvant Capital Management LLC | 30,150 | $3.37M | 0.24% | −69−0.2% | Reduced |
| Trustcore Financial Services, LLC | 30,452 | $3.38M | 0.30% | −49−0.2% | Reduced |
| Wakefield Asset Management LLLP | 30,487 | $3.38M | 1.43% | −501−1.6% | Reduced |
| Equitable Holdings, Inc. | 30,577 | $3.39M | 0.06% | −10,177−25.0% | Reduced |
| Secure Asset Management, LLC | 30,611 | $3.40M | 1.22% | +881+3.0% | Added |
| WC Walker & Associates, Inc. | 31,258 | $3.41M | 1.81% | +89+0.3% | Added |
| Sterling Investment Advisors, Ltd. | 30,875 | $3.43M | 1.23% | −1,688−5.2% | Reduced |
| Aries Wealth Management | 30,886 | $3.43M | 1.48% | +409+1.3% | Added |
| LS Investment Advisors, LLC | 30,906 | $3.43M | 0.67% | +4,434+16.7% | Added |
| Quadrant Capital Group LLC | 30,975 | $3.44M | 0.39% | +3,313+12.0% | Added |
| Lodestone Wealth Management LLC | 30,990 | $3.44M | 2.77% | +30,990 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 30,834 | $3.45M | 2.10% | −235−0.8% | Reduced |
| BerganKDV Wealth Management, LLC | 31,088 | $3.45M | 0.37% | −533−1.7% | Reduced |
| Desjardins Global Asset Management Inc. | 31,198 | $3.46M | 0.55% | −16,936−35.2% | Reduced |
| Blue Fin Capital, Inc. | 31,196 | $3.46M | 1.27% | +73+0.2% | Added |
| First City Capital Management, Inc. | 31,200 | $3.46M | 2.08% | −1,416−4.3% | Reduced |
| EagleClaw Capital Managment, LLC | 31,218 | $3.46M | 0.84% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 31,264 | $3.47M | 1.47% | +2,495+8.7% | Added |
| Cigna Investments Inc | 31,265 | $3.47M | 0.73% | +114+0.4% | Added |
| Larson Financial Group LLC | 31,288 | $3.47M | 0.42% | +16,489+111.4% | Added |
| 180 Wealth Advisors, LLC | 32,512 | $3.47M | 0.82% | −1,578−4.6% | Reduced |
| Smithfield Trust Co | 31,352 | $3.48M | 0.23% | +758+2.5% | Added |
| Essex LLC | 31,522 | $3.50M | 1.06% | −333−1.0% | Reduced |