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 |
|---|---|---|---|---|---|
| Front Barnett Associates LLC | 1,985 | $220.0K | 0.03% | +1,985 | New |
| Pensionmark Financial Group, LLC | 1,974 | $220.5K | 0.05% | +1,974 | New |
| Bordeaux Wealth Advisors LLC | 1,991 | $220.9K | 0.12% | +1,991 | New |
| Raymond James Trust Co. of NH | 1,994 | $221.0K | 1.99% | −412−17.1% | Reduced |
| Teza Capital Management LLC | 1,992 | $221.0K | 0.04% | −23,181−92.1% | Reduced |
| TrueWealth Advisors, LLC | 1,996 | $221.4K | 0.10% | +1,996 | New |
| Bell Investment Advisors, Inc | 1,998 | $221.7K | 0.06% | +305+18.0% | Added |
| Punch & Associates Investment Management, Inc. | 2,000 | $221.9K | 0.01% | +2,000 | New |
| Threadgill Financial, LLC | 2,000 | $221.9K | 0.23% | +2,000 | New |
| Baron Financial Group, LLC | 2,000 | $221.9K | 0.15% | +2,000 | New |
| Gouws Capital LLC | 2,000 | $221.9K | 0.21% | +2,000 | New |
| Momentum Advisors, LLC | 2,002 | $222.2K | 0.23% | +2,002 | New |
| SL Advisors, LLC | 2,012 | $223.2K | 0.49% | +2,012 | New |
| Leading Edge Financial Planning LLC | 2,023 | $224.4K | 0.19% | +2,023 | New |
| BEAM Asset Management, LLC | 2,024 | $224.6K | 0.23% | +2,024 | New |
| Corrado Advisors, LLC | 2,025 | $224.7K | 0.16% | +2,025 | New |
| One Day In July LLC | 2,025 | $224.7K | 0.05% | +2,025 | New |
| Conservest Capital Advisors, Inc. | 2,025 | $224.7K | 0.03% | +2,025 | New |
| Warwick Investment Management, Inc. | 2,030 | $225.3K | 0.09% | +2,030 | New |
| Legacy Bridge, LLC | 2,031 | $225.3K | 0.16% | +505+33.1% | Added |
| Botty Investors LLC | 2,020 | $225.6K | 0.11% | +2,020 | New |
| Cornerstone Planning Group LLC | 2,065 | $227.0K | 0.10% | +2,065 | New |
| New World Advisors LLC | 2,050 | $227.4K | 0.08% | −875−29.9% | Reduced |
| Baker Boyer National Bank | 2,051 | $227.6K | 0.10% | +2,051 | New |
| APCM Wealth Management for Individuals | 2,054 | $227.9K | 0.04% | +2,054 | New |
| Arcadia Investment Management Corp | 2,055 | $228.0K | 0.05% | 00.0% | Unchanged |
| Sightline Wealth Advisors, LLC | 2,058 | $228.3K | 0.25% | +2,058 | New |
| Granite FO LLC | 2,077 | $228.7K | 0.18% | +2,077 | New |
| Financial Advisory Corp | 2,065 | $229.0K | 0.11% | −3,779−64.7% | Reduced |
| Truvestments Capital LLC | 2,064 | $229.0K | 0.13% | +209+11.3% | Added |
| Menard Financial Group LLC | 2,065 | $229.1K | 0.55% | −903−30.4% | Reduced |
| Verum Partners LLC | 2,083 | $231.1K | 0.28% | +2,083 | New |
| Alpha Financial Partners, LLC | 2,086 | $231.4K | 0.28% | +2,086 | New |
| Hills Bank & Trust Co | 2,088 | $232.0K | 0.03% | +55+2.7% | Added |
| Sterling Financial Planning, Inc. | 2,093 | $232.2K | 0.14% | +2,093 | New |
| NovaPoint Capital, LLC | 2,094 | $232.3K | 0.10% | +2,094 | New |
| Hohimer Wealth Management, LLC | 2,098 | $232.8K | 0.07% | +2,098 | New |
| Dock Street Asset Management Inc | 2,106 | $233.7K | 0.05% | +2,106 | New |
| JMG Financial Group, Ltd. | 2,105 | $234.0K | 0.01% | +2,105 | New |
| KFG Wealth Management, LLC | 2,119 | $235.1K | 0.24% | +2,119 | New |
| Braun-Bostich & Associates Inc. | 2,120 | $235.2K | 0.68% | +2,120 | New |
| Gould Asset Management LLC | 2,123 | $235.5K | 0.07% | −329−13.4% | Reduced |
| CIC Wealth, LLC | 2,124 | $235.7K | 0.10% | +2,124 | New |
| First Wilshire Securities Management Inc | 2,131 | $236.0K | 0.08% | +2,131 | New |
| Oak Hill Wealth Advisors, LLC | 2,140 | $237.4K | 0.10% | +2,140 | New |
| Delphia (USA) Inc. | 2,140 | $237.5K | 0.27% | +2,140 | New |
| Axiom Investment Management LLC | 2,144 | $237.9K | 0.62% | +1,685+367.1% | Added |
| Cohen & Steers, Inc. | 2,148 | $238.0K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 2,142 | $238.0K | 0.25% | +2,142 | New |
| Stone Run Capital, LLC | 2,148 | $238.3K | 0.12% | +2,148 | New |
| Aua Capital Management, LLC | 2,154 | $239.0K | 0.16% | 00.0% | Unchanged |
| Kennedy Investment Group | 2,164 | $240.1K | 0.15% | +2,164 | New |
| Waypoint Capital Advisors, LLC | 2,166 | $240.3K | 0.08% | +2,166 | New |
| Arkfeld Wealth Strategies, L.L.C. | 2,170 | $240.4K | 0.16% | +2,170 | New |
| Strategic Investment Solutions, Inc. | 2,330 | $241.0K | 0.12% | +2,330 | New |
| Canvas Wealth Advisors, LLC | 2,221 | $241.6K | 0.10% | +2,221 | New |
| Encompass Wealth Advisors, LLC | 2,178 | $241.7K | 0.09% | +2,178 | New |
| Eagle Bluffs Wealth Management LLC | 2,189 | $242.9K | 0.25% | +2,189 | New |
| McMahon Financial Advisors, LLC | 2,200 | $244.1K | 0.09% | +2,200 | New |
| Rollins Financial | 2,201 | $244.2K | 0.09% | +2,201 | New |
| Northwest Wealth Management, LLC | 2,202 | $244.3K | 0.10% | +2,202 | New |
| Annapolis Financial Services, LLC | 2,212 | $245.4K | 0.08% | −171−7.2% | Reduced |
| Elk River Wealth Management, LLC | 2,204 | $246.1K | 0.06% | +2,204 | New |
| Strategic Family Wealth Counselors, L.L.C. | 2,219 | $246.2K | 0.12% | +2,219 | New |
| Global Assets Advisory, LLC | 2,219 | $246.2K | 0.26% | +2,219 | New |
| Sawgrass Asset Management LLC | 2,224 | $246.7K | 0.03% | +2,224 | New |
| Vantage Consulting Group Inc | 2,225 | $246.9K | 0.15% | −718−24.4% | Reduced |
| Syntax Advisors, LLC | 2,225 | $246.9K | 0.21% | −718−24.4% | Reduced |
| Cadent Capital Advisors, LLC | 2,225 | $246.9K | 0.15% | +2,225 | New |
| Engrave Wealth Partners LLC | 2,273 | $247.3K | 0.09% | +2,273 | New |
| Pacific Sage Partners, LLC | 2,230 | $247.4K | 0.08% | +2,230 | New |
| Parus Finance (UK) Ltd | 2,234 | $247.9K | 0.17% | −414−15.6% | Reduced |
| Cowa, LLC | 2,234 | $247.9K | 0.16% | +10.0% | Added |
| AAFCPAs Wealth Management, LLC | 2,240 | $248.5K | 0.18% | +2,240 | New |
| Analyst IMS Investment Management Services Ltd. | 2,250 | $249.0K | 0.02% | −1,400−38.4% | Reduced |
| MGO Private Wealth, LLC | 2,247 | $249.3K | 0.11% | +2,247 | New |
| Coastal Capital Group, Inc. | 2,897 | $249.5K | 0.07% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 2,256 | $250.3K | 0.06% | +2,256 | New |
| Maripau Wealth Management LLC | 2,282 | $250.8K | 0.26% | −24−1.0% | Reduced |
| O'Brien Wealth Partners LLC | 2,268 | $251.6K | 0.10% | +36+1.6% | Added |
| Mount Vernon Associates Inc | 2,270 | $252.0K | 0.32% | −100−4.2% | Reduced |
| Rocky Mountain Advisers, LLC | 2,267 | $252.0K | 0.14% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,275 | $252.5K | 0.14% | +2,275 | New |
| W.H. Cornerstone Investments Inc. | 2,252 | $252.8K | 0.24% | +2,252 | New |
| Members Capital Advisors Inc | 2,283 | $253.3K | 0.18% | −27,522−92.3% | Reduced |
| Wedgewood Investors Inc | 2,286 | $253.6K | 0.33% | +2,286 | New |
| Granite Bay Wealth Management, LLC | 2,292 | $254.0K | 0.17% | +2,292 | New |
| NBW Capital LLC | 2,292 | $254.3K | 0.06% | +2,292 | New |
| SFG Wealth Management, LLC. | 2,296 | $254.7K | 0.31% | +2,296 | New |
| D. Scott Neal, Inc. | 2,297 | $254.9K | 0.12% | −220−8.7% | Reduced |
| Endowment Wealth Management, Inc. | 2,299 | $255.1K | 0.28% | +2,299 | New |
| Towerpoint Wealth, LLC | 2,302 | $255.4K | 0.15% | −387−14.4% | Reduced |
| Echo45 Advisors LLC | 2,304 | $255.6K | 0.23% | +2,304 | New |
| Starfox Financial Services, LLC | 2,306 | $255.9K | 0.26% | +2,306 | New |
| Valicenti Advisory Services Inc | 2,306 | $256.0K | 0.09% | −150−6.1% | Reduced |
| Well Done, LLC | 2,308 | $256.1K | 0.06% | +2,308 | New |
| Eclectic Associates Inc | 2,309 | $256.1K | 0.12% | +2,309 | New |
| Bridge Advisory, LLC | 2,309 | $256.1K | 0.11% | +2,309 | New |
| Corton Capital Inc. | 2,316 | $257.0K | 0.21% | +2,316 | New |
| PRW Wealth Management LLC | 2,319 | $257.3K | 0.11% | +2,319 | New |