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 |
|---|---|---|---|---|---|
| Howard Capital Management Inc. | 2,759 | $308.1K | 0.09% | +2,759 | New |
| Harvey Capital Management Inc | 2,800 | $310.7K | 0.13% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 2,802 | $310.9K | 0.48% | −278−9.0% | Reduced |
| Covestor Ltd | 2,804 | $311.0K | 0.25% | +375+15.4% | Added |
| TriaGen Wealth Management LLC | 2,818 | $312.7K | 0.17% | −27−0.9% | Reduced |
| Gateway Advisory, LLC | 2,817 | $313.0K | 0.08% | +10.0% | Added |
| Grant Street Asset Management, Inc. | 2,824 | $313.3K | 0.14% | +10.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 2,830 | $314.0K | 0.13% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 2,816 | $314.1K | 0.02% | −1,520−35.1% | Reduced |
| Blue Square Asset Management, LLC | 2,832 | $314.2K | 0.20% | 00.0% | Unchanged |
| Droms Strauss Advisors Inc | 2,844 | $315.0K | 0.14% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,843 | $315.4K | 0.12% | +2,843 | New |
| Financial Advisors, LLC | 2,846 | $315.8K | 0.09% | −200−6.6% | Reduced |
| Worth Financial Advisory Group, LLC | 2,847 | $315.8K | 0.37% | +2,847 | New |
| William Allan, LLC | 2,856 | $316.9K | 0.27% | −13−0.5% | Reduced |
| Future Financial Wealth Managment LLC | 2,857 | $317.0K | 0.36% | −68−2.3% | Reduced |
| Motive Wealth Advisors | 2,860 | $317.3K | 0.24% | +380+15.3% | Added |
| SkyOak Wealth, LLC | 2,863 | $317.6K | 0.11% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,867 | $318.1K | 0.11% | +383+15.4% | Added |
| Hutchinson Capital Management | 2,868 | $318.2K | 0.08% | −4,325−60.1% | Reduced |
| Campbell Wealth Management | 2,877 | $319.0K | 0.04% | −117−3.9% | Reduced |
| Freedom Day Solutions, LLC | 2,878 | $319.3K | 0.16% | +131+4.8% | Added |
| White Lighthouse Investment Management Inc. | 2,879 | $319.4K | 0.09% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 2,891 | $320.8K | 0.20% | +2,891 | New |
| Maryland Capital Advisors Inc. | 2,893 | $321.0K | 0.30% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,889 | $321.0K | 0.09% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 2,914 | $323.3K | 0.14% | +19+0.7% | Added |
| Baker Avenue Asset Management, LP | 2,915 | $323.5K | 0.02% | −595−17.0% | Reduced |
| Merrion Investment Management Co, LLC | 2,900 | $323.9K | 0.30% | +2,900 | New |
| Lord, Abbett & Co. LLC | 2,923 | $324.0K | 0.00% | +2,923 | New |
| WealthBridge Capital Management, LLC | 2,928 | $324.9K | 0.14% | +143+5.1% | Added |
| Castleview Partners, LLC | 2,939 | $326.1K | 0.32% | −798−21.4% | Reduced |
| Aspen Wealth Strategies, LLC | 2,950 | $327.3K | 0.26% | +2,950 | New |
| TFG Advisers LLC | 2,951 | $327.4K | 0.17% | +2,951 | New |
| Cooper/Haims Advisors, LLC | 2,956 | $328.0K | 0.23% | 00.0% | Unchanged |
| Quarry LP | 2,968 | $329.3K | 0.36% | +2,968 | New |
| Colonial Trust Advisors | 2,970 | $329.5K | 0.04% | +55+1.9% | Added |
| Armstrong Henry H Associates Inc | 2,975 | $330.1K | 0.04% | +180+6.4% | Added |
| Chapman Investment Management, LLC | 2,976 | $330.2K | 0.30% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,993 | $332.1K | 0.13% | +2,993 | New |
| Amplius Wealth Advisors, LLC | 2,996 | $332.4K | 0.05% | +644+27.4% | Added |
| Robotti Robert | 3,000 | $332.9K | 0.07% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,000 | $332.9K | 0.07% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 3,006 | $333.5K | 0.09% | +10.0% | Added |
| Glass Jacobson Investment Advisors llc | 3,007 | $333.6K | 0.17% | +3,007 | New |
| Northstar Asset Management Inc | 3,010 | $334.0K | 0.11% | −114−3.6% | Reduced |
| McAdam, LLC | 4,352 | $334.0K | 0.03% | −3,275−42.9% | Reduced |
| Adamsbrown Wealth Consultants LLC | 3,014 | $334.4K | 0.20% | +3+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 3,015 | $334.5K | 0.29% | +3,015 | New |
| Morris Financial Concepts, Inc. | 3,015 | $334.5K | 0.27% | −22−0.7% | Reduced |
| Briggs Advisory Group, Inc. | 3,017 | $334.7K | 0.21% | +3,017 | New |
| Ballew Advisors, Inc | 3,000 | $335.3K | 0.26% | +20+0.7% | Added |
| Sustainable Insight Capital Management, LLC | 3,030 | $336.2K | 0.38% | −1,041−25.6% | Reduced |
| LWM Advisory Services, LLC | 3,043 | $336.6K | 0.37% | −2,127−41.1% | Reduced |
| Armstrong Advisory Group, Inc | 3,044 | $337.7K | 0.04% | +3,044 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3,051 | $338.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,047 | $338.1K | 0.36% | +22+0.7% | Added |
| True Link Financial Advisors, LLC | 3,050 | $338.4K | 0.05% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 3,052 | $339.0K | 0.03% | −151−4.7% | Reduced |
| Antonetti Capital Management LLC | 3,068 | $340.3K | 0.47% | −200−6.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,071 | $340.8K | 0.18% | +290+10.4% | Added |
| Sierra Capital LLC | 3,070 | $341.0K | 0.06% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 3,085 | $342.3K | 0.14% | −241−7.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,092 | $343.0K | 0.10% | +3,092 | New |
| Powers Advisory Group, LLC | 3,094 | $343.2K | 0.25% | +19+0.6% | Added |
| Marks Group Wealth Management, Inc | 3,102 | $344.2K | 0.05% | 00.0% | Unchanged |
| Windsor Group LTD | 3,015 | $346.0K | 0.07% | +13+0.4% | Added |
| Provence Wealth Management Group | 3,136 | $347.9K | 0.28% | +3,136 | New |
| Trust Investment Advisors | 3,140 | $348.4K | 0.33% | +3,140 | New |
| Unio Capital LLC | 3,144 | $348.8K | 0.19% | −225−6.7% | Reduced |
| Chickasaw Capital Management LLC | 3,143 | $349.0K | 0.02% | −40−1.3% | Reduced |
| Coastwise Capital Group, LLC | 3,150 | $349.5K | 0.41% | +3,150 | New |
| Silver Oak Securities, Inc | 3,155 | $350.0K | 0.07% | −1,653−34.4% | Reduced |
| waypoint wealth counsel | 3,157 | $350.3K | 0.28% | +3,157 | New |
| Sandy Cove Advisors, LLC | 3,160 | $350.6K | 0.28% | +585+22.7% | Added |
| FirstPurpose Wealth LLC | 3,160 | $350.6K | 0.20% | +109+3.6% | Added |
| Private Ocean, LLC | 3,178 | $352.6K | 0.04% | 00.0% | Unchanged |
| Gibson Capital, LLC | 3,179 | $352.7K | 0.11% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,204 | $353.9K | 0.39% | +3,204 | New |
| Benchmark Financial Wealth Advisors, LLC | 3,192 | $354.2K | 0.19% | +114+3.7% | Added |
| Epic Trust Investment Advisors, LLC | 3,200 | $355.0K | 0.53% | −1,279−28.6% | Reduced |
| Waterford Advisors, LLC | 3,208 | $356.0K | 0.21% | +3,208 | New |
| Advanced Asset Management Advisors Inc | 3,211 | $356.2K | 0.09% | +10.0% | Added |
| Bank of Stockton | 3,220 | $357.0K | 0.12% | 00.0% | Unchanged |
| Bell Bank | 3,218 | $357.0K | 0.04% | −641−16.6% | Reduced |
| Prosperity Consulting Group, LLC | 3,219 | $357.2K | 0.24% | +238+8.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 3,221 | $357.3K | 0.03% | −8−0.2% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 3,223 | $357.6K | 0.15% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 3,207 | $358.1K | 0.02% | +244+8.2% | Added |
| Amarillo National Bank | 3,231 | $358.5K | 0.08% | −10−0.3% | Reduced |
| Titleist Asset Management, Ltd. | 3,242 | $359.7K | 0.08% | −265−7.6% | Reduced |
| Carmel Capital Partners, LLC | 3,248 | $360.4K | 0.25% | +334+11.5% | Added |
| Shilanski & Associates, Inc. | 3,259 | $361.5K | 0.16% | +364+12.6% | Added |
| Hartford Funds Management Co LLC | 3,259 | $361.6K | 0.04% | +3,259 | New |
| Ballast Advisors LLC | 3,263 | $362.0K | 0.16% | −964−22.8% | Reduced |
| Pasadena Private Wealth, LLC | 3,285 | $364.5K | 0.11% | −262−7.4% | Reduced |
| Rice Partnership, LLC | 3,290 | $365.0K | 0.12% | −449−12.0% | Reduced |
| Summitry LLC | 3,296 | $365.7K | 0.03% | −104−3.1% | Reduced |
| Guardian Capital Advisors LP | 3,277 | $366.3K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,305 | $367.0K | 0.05% | −10−0.3% | Reduced |