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 |
|---|---|---|---|---|---|
| Isthmus Partners, LLC | 2,328 | $258.3K | 0.04% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 2,334 | $259.0K | 0.09% | −350−13.0% | Reduced |
| Fingerlakes Wealth Management, Inc. | 2,338 | $259.4K | 0.36% | +16+0.7% | Added |
| HBC Financial Services, PLLC | 2,327 | $260.0K | 0.21% | +18+0.8% | Added |
| Bowen Hanes & Co Inc | 2,345 | $260.2K | 0.01% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 2,345 | $260.2K | 0.17% | +10.0% | Added |
| Lee Financial Group Hawaii, Inc. | 2,350 | $260.7K | 0.26% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 2,352 | $261.0K | 0.07% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 2,360 | $261.8K | 0.17% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 2,363 | $262.2K | 0.31% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,368 | $262.7K | 0.08% | +2,368 | New |
| Bickling Financial Services, Inc. | 2,373 | $263.3K | 0.16% | −1,858−43.9% | Reduced |
| Hanlon Investment Management, Inc. | 2,374 | $263.4K | 0.09% | −47−1.9% | Reduced |
| Schear Investment Advisers, LLC | 2,375 | $263.5K | 0.32% | +2,375 | New |
| WestHill Financial Advisors, Inc. | 2,384 | $264.5K | 0.08% | +2,384 | New |
| Avaii Wealth Management, LLC | 2,385 | $264.6K | 0.24% | +2,385 | New |
| FFT Wealth Management LLC | 2,395 | $265.7K | 0.03% | +2,395 | New |
| Investment Advisory Group, LLC | 2,398 | $266.1K | 0.16% | 00.0% | Unchanged |
| Dimension Capital Management LLC | 2,401 | $266.4K | 0.06% | +2,401 | New |
| Amica Retiree Medical Trust | 2,420 | $268.0K | 0.34% | −3,781−61.0% | Reduced |
| LJI Wealth Management, LLC | 2,423 | $268.8K | 0.09% | +2,423 | New |
| Obsidian Personal Planning Solutions LLC | 2,426 | $269.0K | 0.43% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,431 | $269.7K | 0.09% | +131+5.7% | Added |
| Horst & Graben Wealth Management LLC | 2,445 | $271.0K | 0.07% | +19+0.8% | Added |
| Marshall & Sullivan Inc | 2,450 | $271.8K | 0.17% | 00.0% | Unchanged |
| Bay Rivers Group | 2,450 | $271.8K | 0.28% | +82+3.5% | Added |
| Trellis Advisors, LLC | 2,454 | $272.3K | 0.14% | −125−4.8% | Reduced |
| Waterfront Wealth Inc. | 2,586 | $272.5K | 0.09% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 2,462 | $273.2K | 0.18% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,465 | $273.5K | 0.10% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 2,467 | $273.7K | 0.26% | 00.0% | Unchanged |
| Crabel Capital Management, LLC | 2,467 | $274.0K | 0.10% | +2,467 | New |
| Baron Wealth Management LLC | 2,470 | $274.0K | 0.21% | +2,470 | New |
| Foster Group, Inc. | 2,477 | $274.8K | 0.02% | +2,477 | New |
| Diversified Portfolios, Inc. | 2,482 | $275.4K | 0.06% | −300−10.8% | Reduced |
| Algert Global LLC | 2,483 | $275.5K | 0.02% | −18,218−88.0% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,497 | $277.0K | 0.06% | −34−1.3% | Reduced |
| Conestoga Capital Advisors, LLC | 2,500 | $277.4K | 0.01% | 00.0% | Unchanged |
| FIDELIS iM, LLC | 2,500 | $277.4K | 0.18% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,535 | $277.4K | 0.17% | −115−4.3% | Reduced |
| Pin Oak Investment Advisors Inc | 2,504 | $278.0K | 0.34% | −100−3.8% | Reduced |
| MPS Loria Financial Planners, LLC | 2,515 | $279.1K | 0.12% | −45−1.8% | Reduced |
| Independent Investors Inc | 2,525 | $280.1K | 0.08% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,536 | $281.4K | 0.33% | +4+0.2% | Added |
| SMH Capital Advisors Inc | 2,538 | $281.6K | 0.41% | +60+2.4% | Added |
| D.B. Root & Company, LLC | 2,538 | $281.6K | 0.12% | 00.0% | Unchanged |
| Lansing Street Advisors | 2,540 | $281.8K | 0.19% | −1,301−33.9% | Reduced |
| Northside Capital Management, LLC | 2,541 | $281.9K | 0.08% | −1,532−37.6% | Reduced |
| Avenue 1 Advisors, LLC | 2,543 | $282.1K | 0.17% | −51−2.0% | Reduced |
| Enterprise Bank & Trust Co | 2,545 | $282.4K | 0.13% | +2,545 | New |
| Hollow Brook Wealth Management LLC | 2,542 | $283.9K | 0.14% | +2,542 | New |
| Capital Advisors, Ltd. LLC | 3,952 | $284.0K | 0.05% | +1,685+74.3% | Added |
| PAX Financial Group, LLC | 2,573 | $285.5K | 0.07% | 00.0% | Unchanged |
| Citizens Business Bank | 2,573 | $285.5K | 0.07% | +236+10.1% | Added |
| Security National Bank of So Dak | 2,576 | $286.0K | 0.21% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 2,604 | $286.3K | 0.20% | +2,604 | New |
| ERn Financial, LLC | 2,581 | $286.4K | 0.07% | +4+0.2% | Added |
| Montis Financial, LLC | 2,585 | $286.8K | 0.24% | −27−1.0% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,584 | $287.0K | 0.10% | +15+0.6% | Added |
| Wade Financial Advisory, Inc | 2,587 | $287.1K | 0.13% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 2,591 | $287.5K | 0.06% | +2,591 | New |
| NWK Group, Inc. | 2,600 | $288.5K | 0.21% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 2,602 | $288.7K | 0.13% | +198+8.2% | Added |
| EPG Wealth Management LLC | 2,605 | $289.0K | 0.11% | −27−1.0% | Reduced |
| Northstar Advisory Group, LLC | 2,621 | $290.8K | 0.23% | +4+0.2% | Added |
| Source Financial Advisors LLC | 2,621 | $290.8K | 0.11% | +72+2.8% | Added |
| Nexus Investment Management ULC | 2,625 | $291.2K | 0.03% | +2,625 | New |
| Willow Creek Wealth Management Inc. | 2,629 | $292.0K | 0.05% | +2,629 | New |
| Mattern Capital Management, LLC | 2,635 | $292.4K | 0.05% | 00.0% | Unchanged |
| Natixis Investment Managers International | 2,640 | $292.9K | 0.02% | +871+49.2% | Added |
| Family Asset Management, LLC | 2,643 | $293.2K | 0.24% | +2,643 | New |
| CCG Wealth Management, LLC | 2,647 | $293.7K | 0.16% | +2,647 | New |
| Bedell Frazier Investment Counseling, LLC | 2,655 | $294.6K | 0.08% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 2,658 | $295.0K | 0.63% | +2,658 | New |
| BlackDiamond Wealth Management Inc. | 2,664 | $295.2K | 0.33% | +199+8.1% | Added |
| New Republic Capital, LLC | 2,654 | $295.5K | 0.23% | +2,654 | New |
| Mraz, Amerine & Associates, Inc. | 2,666 | $295.8K | 0.07% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 2,666 | $296.0K | 0.06% | −197−6.9% | Reduced |
| Triad Investment Management | 2,675 | $296.8K | 0.46% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,679 | $297.2K | 0.15% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 2,680 | $297.3K | 0.09% | 00.0% | Unchanged |
| Tamar Securities, LLC | 2,681 | $297.4K | 0.09% | −43−1.6% | Reduced |
| Gladius Capital Management LP | 2,683 | $297.7K | 0.09% | −8,223−75.4% | Reduced |
| Elgethun Capital Management | 2,704 | $297.9K | 0.11% | +42+1.6% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,684 | $298.0K | 0.26% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2,697 | $299.2K | 0.28% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,700 | $299.6K | 0.10% | −200−6.9% | Reduced |
| Quad-Cities Investment Group, LLC | 2,701 | $299.7K | 0.22% | −532−16.5% | Reduced |
| Quantum Financial Advisors, LLC | 2,709 | $300.6K | 0.14% | +334+14.1% | Added |
| Osborne Partners Capital Management, LLC | 2,715 | $301.2K | 0.02% | −158−5.5% | Reduced |
| Madden Securities Corp | 2,725 | $302.4K | 0.16% | +2,725 | New |
| Randolph Co Inc | 2,726 | $302.4K | 0.05% | 00.0% | Unchanged |
| Financial Freedom, LLC | 2,749 | $305.0K | 0.20% | +2,749 | New |
| Carolinas Wealth Consulting LLC | 18,117 | $305.3K | 0.07% | +212+1.2% | Added |
| Garrett Wealth Advisory Group, LLC | 2,754 | $305.6K | 0.16% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,756 | $305.7K | 0.04% | +12+0.4% | Added |
| Private Capital Management LLC | 2,756 | $305.8K | 0.10% | −139−4.8% | Reduced |
| Coppell Advisory Solutions LLC | 2,759 | $306.1K | 0.11% | +2,759 | New |
| Coppell Advisory Solutions Corp. | 2,759 | $306.1K | 0.11% | +2,759 | New |
| Detalus Advisors, LLC | 2,763 | $306.6K | 0.15% | −45−1.6% | Reduced |