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 |
|---|---|---|---|---|---|
| Vickerman Investment Advisors, Inc. | 31,645 | $3.51M | 1.59% | +3,590+12.8% | Added |
| Financial Partners Group, LLC | 31,647 | $3.51M | 2.07% | +31,647 | New |
| IFP Advisors, Inc | 57,773 | $3.52M | 0.11% | −3,805−6.2% | Reduced |
| Prestige Wealth Management Group LLC | 31,485 | $3.52M | 0.92% | −6,197−16.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $3.52M | 1.10% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 31,719 | $3.52M | 0.91% | +180+0.6% | Added |
| Continuum Advisory, LLC | 31,825 | $3.53M | 0.64% | −1,185−3.6% | Reduced |
| Atlantic Trust, LLC | 31,898 | $3.54M | 1.18% | +399+1.3% | Added |
| Hartford Financial Management Inc. | 31,987 | $3.55M | 0.94% | −2,674−7.7% | Reduced |
| Romano Brothers and Company | 32,046 | $3.56M | 0.54% | −296−0.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 32,079 | $3.56M | 0.41% | −68,071−68.0% | Reduced |
| EverSource Wealth Advisors, LLC | 32,090 | $3.56M | 0.54% | +23,070+255.8% | Added |
| Main Street Financial Solutions, LLC | 32,104 | $3.56M | 0.56% | +3,434+12.0% | Added |
| IMA Wealth, Inc. | 32,136 | $3.57M | 0.94% | −862−2.6% | Reduced |
| Stonebridge Capital Management Inc | 32,337 | $3.59M | 1.71% | −665−2.0% | Reduced |
| Wahed Invest LLC | 32,348 | $3.59M | 1.86% | +3,673+12.8% | Added |
| Owen LaRue, LLC | 32,031 | $3.59M | 3.88% | +32,031 | New |
| Nippon Life Global Investors Americas, Inc. | 32,230 | $3.59M | 0.24% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 32,533 | $3.61M | 0.87% | +110.0% | Added |
| Harbor Advisory Corp | 32,588 | $3.62M | 1.48% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 32,600 | $3.62M | 2.09% | −1,215−3.6% | Reduced |
| Wolverine Asset Management LLC | 32,651 | $3.62M | 0.06% | +11,176+52.0% | Added |
| Castellan Group, LLC | 32,788 | $3.64M | 2.54% | −11,967−26.7% | Reduced |
| Graphene Investments SAS | 32,800 | $3.64M | 2.47% | +32,800 | New |
| Abbot Financial Management, Inc. | 32,904 | $3.65M | 2.50% | −2,298−6.5% | Reduced |
| Laidlaw Wealth Management LLC | 33,187 | $3.68M | 0.79% | −79−0.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 33,029 | $3.69M | 0.36% | +97+0.3% | Added |
| Wilkinson Global Asset Management LLC | 33,365 | $3.70M | 0.31% | −25−0.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 33,384 | $3.70M | 0.92% | −150−0.4% | Reduced |
| Stokes Capital Advisors, LLC | 33,398 | $3.71M | 1.28% | −2,877−7.9% | Reduced |
| Lake Street Financial LLC | 33,428 | $3.71M | 0.77% | +3,571+12.0% | Added |
| Means Investment Co., Inc. | 33,450 | $3.71M | 0.74% | −22−0.1% | Reduced |
| GQG Partners LLC | 33,571 | $3.72M | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 33,650 | $3.73M | 0.23% | −4,318−11.4% | Reduced |
| Graypoint LLC | 33,660 | $3.73M | 0.45% | −2,017−5.7% | Reduced |
| Strategic Blueprint, LLC | 33,671 | $3.74M | 0.43% | −1,473−4.2% | Reduced |
| Intrust Bank NA | 33,700 | $3.74M | 0.52% | +1,783+5.6% | Added |
| Hudock, Inc. | 33,764 | $3.75M | 1.28% | −243−0.7% | Reduced |
| Jefferies Financial Group Inc. | 33,903 | $3.76M | 0.06% | +33,903 | New |
| Deseret Mutual Benefit Administrators | 33,968 | $3.77M | 1.55% | −24,768−42.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $3.77M | 1.56% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 34,013 | $3.77M | 0.47% | +150+0.4% | Added |
| Ontario Teachers Pension Plan Board | 34,037 | $3.78M | 0.04% | +9,804+40.5% | Added |
| Harbour Capital Advisors, LLC | 34,005 | $3.78M | 1.27% | −504−1.5% | Reduced |
| Bennicas & Associates, Inc. | 34,100 | $3.78M | 2.19% | −650−1.9% | Reduced |
| RFG Advisory, LLC | 36,877 | $3.80M | 0.19% | −384−1.0% | Reduced |
| Delta Financial Group, Inc. | 34,005 | $3.81M | 1.69% | +34,005 | New |
| Huber Capital Management LLC | 34,370 | $3.81M | 0.96% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 34,477 | $3.83M | 1.20% | −980−2.8% | Reduced |
| 3Chopt Investment Partners, LLC | 34,253 | $3.83M | 2.09% | +34,253 | New |
| Pensionfund Sabic | 34,500 | $3.83M | 1.24% | 00.0% | Unchanged |
| Holderness Investments Co | 34,530 | $3.83M | 1.65% | −469−1.3% | Reduced |
| Stonegate Investment Group, LLC | 34,656 | $3.85M | 0.17% | −313−0.9% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 34,661 | $3.85M | 3.18% | +34,661 | New |
| Pegasus Asset Management, Inc. | 34,689 | $3.85M | 2.08% | +49+0.1% | Added |
| Family Legacy, Inc. | 35,524 | $3.86M | 1.69% | +1,748+5.2% | Added |
| Princeton Global Asset Management LLC | 34,929 | $3.88M | 1.25% | −370−1.0% | Reduced |
| Hamilton Wealth, LLC | 34,981 | $3.88M | 1.58% | −33,832−49.2% | Reduced |
| Opus Investment Management Inc | 35,000 | $3.88M | 1.38% | −25,000−41.7% | Reduced |
| Transform Wealth, LLC | 34,989 | $3.88M | 0.44% | +32,260+1,182.1% | Added |
| Hancock Whitney Corp | 35,064 | $3.89M | 0.15% | −532−1.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 35,099 | $3.89M | 0.03% | −33,007−48.5% | Reduced |
| Court Place Advisors, LLC | 35,137 | $3.90M | 1.41% | +60.0% | Added |
| WS Portfolio Advisory, LLC | 35,151 | $3.90M | 1.11% | +35,151 | New |
| Pettee Investors, Inc. | 35,158 | $3.90M | 1.91% | 00.0% | Unchanged |
| South State Corp. | 35,253 | $3.91M | 0.36% | +619+1.8% | Added |
| Horizon Kinetics Asset Management LLC | 35,261 | $3.91M | 0.06% | −441−1.2% | Reduced |
| Providence Capital Advisors, LLC | 35,049 | $3.92M | 1.06% | −3,233−8.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 35,299 | $3.92M | 1.30% | −10,900−23.6% | Reduced |
| Washington Trust Co | 35,343 | $3.92M | 0.18% | −585−1.6% | Reduced |
| Strategic Global Advisors, LLC | 35,351 | $3.92M | 0.63% | +35,351 | New |
| Gould Capital, LLC | 35,428 | $3.93M | 3.14% | −1,620−4.4% | Reduced |
| Teamwork Financial Advisors, LLC | 35,476 | $3.94M | 0.80% | +35,476 | New |
| Modera Wealth Management, LLC | 35,526 | $3.94M | 0.16% | −170.0% | Reduced |
| Charter Research & Investment Group, Inc. | 35,537 | $3.94M | 3.78% | −40−0.1% | Reduced |
| Legacy CG, LLC | 35,599 | $3.95M | 2.32% | +9,599+36.9% | Added |
| TSP Capital Management Group, LLC | 35,629 | $3.95M | 1.48% | – | – |
| R.H. Dinel Investment Counsel, Inc. | 35,765 | $3.97M | 3.55% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 48,516 | $3.98M | 0.64% | −5,072−9.5% | Reduced |
| Andesa Financial Management Inc. | 35,882 | $3.98M | 2.17% | −24,834−40.9% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 36,082 | $4.00M | 3.12% | −56−0.2% | Reduced |
| Marino, Stram & Associates LLC | 36,317 | $4.03M | 1.27% | +385+1.1% | Added |
| Walter & Keenan Financial Consulting Co | 36,325 | $4.03M | 1.58% | +526+1.5% | Added |
| Allen Investment Management LLC | 36,338 | $4.03M | 0.06% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 36,365 | $4.03M | 1.11% | +1,885+5.5% | Added |
| Shepherd Financial Partners LLC | 36,508 | $4.05M | 0.73% | +262+0.7% | Added |
| Baader Bank INC | 36,560 | $4.06M | 0.37% | +7,000+23.7% | Added |
| Keene & Associates, Inc. | 36,568 | $4.06M | 3.62% | −5,017−12.1% | Reduced |
| Burney Co | 36,612 | $4.06M | 0.21% | −2,839−7.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 36,612 | $4.06M | 1.02% | −6,892−15.8% | Reduced |
| GSB Wealth Management, LLC | 36,752 | $4.08M | 1.46% | −1,039−2.7% | Reduced |
| DT Investment Partners, LLC | 36,860 | $4.09M | 0.54% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 36,890 | $4.09M | 0.63% | +513+1.4% | Added |
| Searle & Co. | 36,906 | $4.09M | 1.40% | 00.0% | Unchanged |
| Allworth Financial LP | 37,079 | $4.11M | 0.05% | −1,172−3.1% | Reduced |
| Cox Capital Mgt LLC | 37,179 | $4.12M | 2.68% | −1,133−3.0% | Reduced |
| Alpha Omega Wealth Management LLC | 37,223 | $4.13M | 0.73% | −303−0.8% | Reduced |
| SNS Financial Group, LLC | 37,023 | $4.13M | 0.56% | −154−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 37,376 | $4.15M | 0.52% | +37,376 | New |
| PKO Investment Management Joint-Stock Co | 37,376 | $4.15M | 0.60% | −6,000−13.8% | Reduced |