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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 37,378 | $4.15M | 0.20% | +616+1.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 37,394 | $4.15M | 1.09% | +76+0.2% | Added |
| Sawtooth Solutions, LLC | 37,431 | $4.15M | 0.56% | −5,302−12.4% | Reduced |
| McGinn Investment Management, Inc. | 37,489 | $4.16M | 2.99% | −636−1.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 37,558 | $4.17M | 0.77% | −930−2.4% | Reduced |
| Signature Wealth Management Group | 37,648 | $4.18M | 2.04% | −7,209−16.1% | Reduced |
| SlateStone Wealth, LLC | 37,682 | $4.18M | 1.01% | +1,432+4.0% | Added |
| Madison Asset Management, LLC | 37,685 | $4.18M | 0.07% | −542−1.4% | Reduced |
| Schnieders Capital Management LLC | 37,769 | $4.19M | 0.96% | +125+0.3% | Added |
| CoreCap Advisors, LLC | 37,820 | $4.20M | 0.30% | +400+1.1% | Added |
| Nelson Capital Management, LLC | 37,898 | $4.21M | 1.23% | −78−0.2% | Reduced |
| RBA Wealth Management, LLC | 38,126 | $4.23M | 2.22% | +35,114+1,165.8% | Added |
| Iowa State Bank | 38,223 | $4.24M | 1.07% | −1,485−3.7% | Reduced |
| Meritage Portfolio Management | 38,435 | $4.26M | 0.33% | +1,681+4.6% | Added |
| Horan Capital Advisors, LLC. | 38,600 | $4.28M | 1.88% | −430−1.1% | Reduced |
| Strategy Asset Managers LLC | 38,977 | $4.33M | 1.10% | −220−0.6% | Reduced |
| Essex Financial Services, Inc. | 38,988 | $4.33M | 0.47% | +897+2.4% | Added |
| Wright Investors Service Inc | 38,984 | $4.33M | 1.24% | +2,825+7.8% | Added |
| Black Creek Investment Management Inc. | 39,000 | $4.33M | 0.18% | −56,000−58.9% | Reduced |
| Petredis Investment Advisors LLC | 39,041 | $4.33M | 0.79% | +39,041 | New |
| Copperwynd Financial, LLC | 39,046 | $4.33M | 2.43% | +18,362+88.8% | Added |
| Moneta Group Investment Advisors LLC | 40,377 | $4.34M | 0.12% | +2,291+6.0% | Added |
| ARGI Investment Services, LLC | 39,245 | $4.35M | 0.14% | +2,181+5.9% | Added |
| Lifeworks Advisors, LLC | 39,264 | $4.36M | 2.45% | +451+1.2% | Added |
| TNF LLC | 41,995 | $4.37M | 1.99% | −5,770−12.1% | Reduced |
| Uncommon Cents Investing LLC | 39,964 | $4.37M | 1.61% | +205+0.5% | Added |
| First Citizens Bank & Trust Co | 39,460 | $4.38M | 0.13% | +4,227+12.0% | Added |
| Zions Bancorporation, N.A. | 39,686 | $4.40M | 0.35% | −17,380−30.5% | Reduced |
| RIA Advisory Group LLC | 40,286 | $4.41M | 2.56% | +40,286 | New |
| First National Bank & Trust Co of Newtown | 39,991 | $4.44M | 1.00% | −265−0.7% | Reduced |
| Benjamin Edwards Inc | 40,001 | $4.44M | 1.17% | +4,163+11.6% | Added |
| Foster & Motley Inc | 40,000 | $4.44M | 0.38% | +5,593+16.3% | Added |
| Texas Yale Capital Corp. | 40,108 | $4.45M | 0.25% | −2,300−5.4% | Reduced |
| Warren Averett Asset Management, LLC | 40,199 | $4.46M | 0.25% | +798+2.0% | Added |
| Wealthcare Advisory Partners LLC | 40,271 | $4.47M | 0.21% | +2,574+6.8% | Added |
| Ropes Wealth Advisors LLC | 40,312 | $4.47M | 0.80% | +2,056+5.4% | Added |
| Dorsey & Whitney Trust CO LLC | 40,333 | $4.47M | 0.44% | −135−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 40,333 | $4.47M | 0.46% | +845+2.1% | Added |
| Savant Capital, LLC | 46,239 | $4.48M | 0.11% | +8,085+21.2% | Added |
| J.P. Marvel Investment Advisors, LLC | 40,510 | $4.49M | 1.05% | −60−0.1% | Reduced |
| Cobblestone Capital Advisors LLC | 40,709 | $4.52M | 0.34% | +2,225+5.8% | Added |
| TFC Financial Management | 40,746 | $4.52M | 1.30% | −392−1.0% | Reduced |
| Hudson Value Partners, LLC | 41,036 | $4.55M | 2.80% | +353+0.9% | Added |
| Manchester Capital Management LLC | 41,123 | $4.56M | 0.67% | −1,660−3.9% | Reduced |
| Arvest Trust Co N A | 41,169 | $4.57M | 0.29% | +3,261+8.6% | Added |
| Capital Planning Advisors, LLC | 41,229 | $4.57M | 1.09% | +170+0.4% | Added |
| Westover Capital Advisors, LLC | 41,254 | $4.58M | 1.81% | +2,383+6.1% | Added |
| SFMG, LLC | 41,283 | $4.58M | 0.51% | −236−0.6% | Reduced |
| Moreno Evelyn V | 41,415 | $4.59M | 1.06% | +13,471+48.2% | Added |
| White Pine Capital LLC | 41,466 | $4.60M | 1.80% | +208+0.5% | Added |
| Cypress Asset Management Inc | 41,711 | $4.63M | 1.68% | −1,985−4.5% | Reduced |
| Ancora Advisors, LLC | 41,816 | $4.64M | 0.13% | +249+0.6% | Added |
| Ballentine Partners, LLC | 41,815 | $4.64M | 0.14% | +4,484+12.0% | Added |
| NEIRG Wealth Management, LLC | 41,843 | $4.64M | 0.87% | +2,493+6.3% | Added |
| Affinity Investment Advisors, LLC | 41,872 | $4.65M | 2.14% | −3,461−7.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 41,899 | $4.65M | 2.56% | +762+1.9% | Added |
| Chatham Capital Group, Inc. | 41,910 | $4.65M | 1.09% | −133−0.3% | Reduced |
| Costello Asset Management, INC | 41,930 | $4.65M | 4.19% | −1,010−2.4% | Reduced |
| Patton Albertson Miller Group, LLC | 41,987 | $4.66M | 0.86% | +1,155+2.8% | Added |
| Spinnaker Trust | 42,039 | $4.66M | 0.36% | −2,223−5.0% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 42,190 | $4.68M | 1.39% | −509−1.2% | Reduced |
| AdvisorNet Financial, Inc | 42,325 | $4.70M | 0.46% | −318−0.7% | Reduced |
| Whitener Capital Management, Inc. | 42,334 | $4.70M | 2.05% | −1,050−2.4% | Reduced |
| Hengehold Capital Management LLC | 42,337 | $4.70M | 0.65% | −344−0.8% | Reduced |
| Miracle Mile Advisors, LLC | 42,610 | $4.73M | 0.16% | +27,126+175.2% | Added |
| Reynders McVeigh Capital Management, LLC | 42,854 | $4.75M | 0.35% | −1,386−3.1% | Reduced |
| Finer Wealth Management, Inc. | 42,887 | $4.76M | 4.45% | +119+0.3% | Added |
| Albion Financial Group | 42,905 | $4.76M | 0.46% | +1,872+4.6% | Added |
| Bray Capital Advisors | 42,923 | $4.76M | 1.48% | −1,956−4.4% | Reduced |
| Beddow Capital Management Inc | 42,928 | $4.76M | 2.43% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 43,048 | $4.78M | 0.62% | +1,012+2.4% | Added |
| Butensky & Cohen Financial Security, Inc | 43,266 | $4.80M | 1.77% | −4,303−9.0% | Reduced |
| Arden Trust Co | 43,274 | $4.80M | 0.98% | −697−1.6% | Reduced |
| Hodges Capital Management Inc. | 43,399 | $4.82M | 0.42% | +17,360+66.7% | Added |
| Fiduciary Alliance LLC | 43,437 | $4.82M | 1.25% | +43,437 | New |
| Tealwood Asset Management Inc | 43,655 | $4.84M | 2.53% | −1,670−3.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 43,668 | $4.84M | 0.48% | −535−1.2% | Reduced |
| Glassy Mountain Advisors, Inc. | 43,732 | $4.85M | 2.67% | +43,732 | New |
| First Financial Bank - Trust Division | 43,921 | $4.87M | 0.53% | +449+1.0% | Added |
| Arete Wealth Advisors, LLC | 43,940 | $4.88M | 0.43% | +1,724+4.1% | Added |
| Gries Financial LLC | 43,953 | $4.88M | 1.62% | +10,178+30.1% | Added |
| Lake Street Advisors Group, LLC | 44,144 | $4.90M | 0.32% | +22,905+107.8% | Added |
| Bailard, Inc. | 44,233 | $4.91M | 0.19% | −1,165−2.6% | Reduced |
| Legacy Private Trust Co. | 44,241 | $4.91M | 0.44% | +398+0.9% | Added |
| Sumitomo Life Insurance Co | 44,257 | $4.91M | 0.36% | −420−0.9% | Reduced |
| Ziegler Capital Management, LLC | 44,417 | $4.93M | 0.21% | −3,231−6.8% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,473 | $4.93M | 1.34% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 44,649 | $4.95M | 0.46% | −200−0.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 44,799 | $4.97M | 3.63% | −761−1.7% | Reduced |
| Biltmore Family Office, LLC | 44,599 | $4.98M | 1.02% | +102+0.2% | Added |
| Scott & Selber, Inc. | 44,929 | $4.99M | 2.24% | +78+0.2% | Added |
| Asio Capital, LLC | 45,123 | $5.01M | 1.44% | −255−0.6% | Reduced |
| Mogy Joel R Investment Counsel Inc | 45,236 | $5.02M | 0.50% | 00.0% | Unchanged |
| Hendley & Co Inc | 45,304 | $5.03M | 2.23% | −875−1.9% | Reduced |
| Journey Advisory Group, LLC | 45,362 | $5.03M | 1.25% | +7,752+20.6% | Added |
| Avitas Wealth Management LLC | 45,376 | $5.03M | 1.06% | −724−1.6% | Reduced |
| Empowered Funds, LLC | 45,385 | $5.04M | 0.33% | +41,957+1,223.9% | Added |
| International Assets Investment Management, LLC | 45,401 | $5.04M | 0.52% | +26,974+146.4% | Added |
| Ashford Capital Management Inc | 45,519 | $5.05M | 0.78% | +86+0.2% | Added |
| J.W. Cole Advisors, Inc. | 45,556 | $5.05M | 0.39% | −1,495−3.2% | Reduced |