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 | 3,813 | $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 |
|---|---|---|---|---|---|
| Palisade Capital Management LLC | 3,311 | $367.4K | 0.01% | +3,311 | New |
| L2 Asset Management, LLC | 3,312 | $367.5K | 0.24% | 00.0% | Unchanged |
| Family Management Corp | 3,316 | $367.9K | 0.09% | +213+6.9% | Added |
| Five Oceans Advisors | 3,320 | $368.4K | 0.25% | −17−0.5% | Reduced |
| Black Diamond Financial, LLC | 3,323 | $368.7K | 0.13% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,335 | $370.0K | 0.08% | +61+1.9% | Added |
| Prosperity Financial Group, Inc. | 3,338 | $370.4K | 0.40% | +3,338 | New |
| Arthur M. Cohen & Associates, LLC | 3,345 | $371.1K | 0.10% | +500+17.6% | Added |
| AllSquare Wealth Management LLC | 3,350 | $371.7K | 0.25% | −185−5.2% | Reduced |
| PSI Advisors, LLC | 3,369 | $373.8K | 0.20% | −1,965−36.8% | Reduced |
| Byrne Asset Management LLC | 3,369 | $373.8K | 0.27% | −300−8.2% | Reduced |
| Norway Savings Bank | 3,369 | $373.8K | 0.19% | −16−0.5% | Reduced |
| Montz Harcus Wealth Management LLC | 3,372 | $374.2K | 0.37% | +9+0.3% | Added |
| Santori & Peters | 3,374 | $374.3K | 0.22% | −33−1.0% | Reduced |
| Connecticut Wealth Management, LLC | 3,374 | $374.3K | 0.03% | −192−5.4% | Reduced |
| MTM Financial Group, LLC | 3,377 | $374.7K | 0.33% | 00.0% | Unchanged |
| Greenline Partners, LLC | 3,379 | $374.9K | 0.07% | 00.0% | Unchanged |
| Condor Capital Management | 3,379 | $374.9K | 0.05% | +139+4.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,380 | $375.0K | 0.03% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 4,676 | $376.0K | 0.30% | −273−5.5% | Reduced |
| Winning Points Advisors, LLC | 3,408 | $378.0K | 0.48% | −201−5.6% | Reduced |
| Barings LLC | 3,412 | $378.6K | 0.01% | −49−1.4% | Reduced |
| Catalyst Wealth Management, LLC | 3,414 | $378.8K | 0.36% | +3,414 | New |
| Dillon & Associates Inc | 3,413 | $379.0K | 0.08% | −5−0.1% | Reduced |
| Fortune 45 LLC | 3,432 | $380.8K | 0.42% | +17+0.5% | Added |
| Wealth Advisors of Iowa, LLC | 3,443 | $382.0K | 0.31% | +1,096+46.7% | Added |
| Vishria Bird Financial Group, LLC | 3,446 | $382.0K | 0.27% | −127−3.6% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 3,443 | $382.0K | 0.11% | −12−0.3% | Reduced |
| Manchester Financial Inc | 3,445 | $382.2K | 0.10% | −500−12.7% | Reduced |
| 360 Financial, Inc. | 4,441 | $382.4K | 0.25% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 3,453 | $383.1K | 0.05% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 3,461 | $383.9K | 0.13% | −16,997−83.1% | Reduced |
| Cahaba Wealth Management, Inc. | 3,461 | $384.0K | 0.05% | −24−0.7% | Reduced |
| Redwood Investment Management, LLC | 3,467 | $385.0K | 0.05% | +3,467 | New |
| Benin Management CORP | 3,473 | $385.3K | 0.16% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 3,483 | $386.4K | 0.12% | +640+22.5% | Added |
| Heritage Financial Services, LLC | 3,486 | $386.8K | 0.10% | +3,486 | New |
| Bellecapital International Ltd. | 3,490 | $387.2K | 0.11% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 3,491 | $387.4K | 0.27% | +36+1.0% | Added |
| Schrum Private Wealth Management LLC | 3,498 | $388.1K | 0.46% | −812−18.8% | Reduced |
| Sage Private Wealth Group, LLC | 3,498 | $388.1K | 0.46% | −189−5.1% | Reduced |
| CSS LLC | 3,499 | $388.2K | 0.03% | −4,001−53.3% | Reduced |
| Private Capital Management, LLC | 3,505 | $388.9K | 0.05% | −2,284−39.5% | Reduced |
| Beacon Financial Strategies CORP | 3,505 | $388.9K | 0.35% | −66−1.8% | Reduced |
| Camden Capital, LLC | 3,510 | $389.4K | 0.06% | −1,688−32.5% | Reduced |
| Twin Focus Capital Partners, LLC | 3,515 | $390.0K | 0.08% | −12−0.3% | Reduced |
| Next Capital Management LLC | 3,512 | $390.0K | 0.21% | −168−4.6% | Reduced |
| Smith Shellnut Wilson LLC | 3,549 | $393.8K | 0.24% | 00.0% | Unchanged |
| Carson Advisory Inc. | 3,562 | $395.2K | 0.38% | +398+12.6% | Added |
| Acrisure Capital Management, LLC | 3,572 | $396.3K | 0.44% | +3,572 | New |
| First National Advisers, LLC | 3,578 | $397.0K | 0.51% | −680−16.0% | Reduced |
| Noesis Capital Mangement Corp | 3,576 | $397.0K | 0.11% | −244−6.4% | Reduced |
| Requisite Capital Management, LLC | 3,555 | $397.0K | 0.13% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 3,592 | $398.6K | 0.12% | +13+0.4% | Added |
| Fiera Capital Corp | 3,595 | $398.9K | 0.00% | −28,979−89.0% | Reduced |
| Somerset Group LLC | 3,613 | $400.9K | 0.35% | 00.0% | Unchanged |
| Page Arthur B | 3,618 | $401.4K | 0.39% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 3,619 | $401.5K | 0.50% | +1,004+38.4% | Added |
| Cardinal Strategic Wealth Guidance | 3,619 | $401.5K | 0.19% | −156−4.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,629 | $402.0K | 0.35% | −12−0.3% | Reduced |
| Bluesphere Advisors, LLC | 3,628 | $402.5K | 0.36% | +2+0.1% | Added |
| Verus Financial Partners, Inc. | 3,753 | $403.1K | 0.06% | −316−7.8% | Reduced |
| Davidson Trust Co | 3,649 | $404.9K | 0.36% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 3,652 | $405.2K | 0.37% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,655 | $405.5K | 0.21% | −55−1.5% | Reduced |
| One Charles Private Wealth Services, LLC | 3,669 | $407.1K | 0.26% | −13−0.4% | Reduced |
| Ironwood Investment Management LLC | 3,671 | $407.3K | 0.27% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,673 | $407.5K | 0.00% | −185−4.8% | Reduced |
| Perennial Advisors, LLC | 3,674 | $407.6K | 0.13% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,681 | $408.4K | 0.23% | +312+9.3% | Added |
| Merriman Wealth Management, LLC | 3,660 | $408.6K | 0.02% | −2,047−35.9% | Reduced |
| South Street Advisors LLC | 3,700 | $410.5K | 0.09% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,706 | $411.0K | 0.20% | 00.0% | Unchanged |
| Cohen Lawrence B | 3,718 | $412.5K | 0.22% | +3,718 | New |
| Newbridge Financial Services Group, Inc. | 3,719 | $412.6K | 0.24% | +528+16.5% | Added |
| Seizert Capital Partners, LLC | 3,720 | $412.7K | 0.02% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 3,725 | $413.3K | 0.46% | +10.0% | Added |
| Stonehearth Capital Management, LLC | 3,731 | $414.0K | 0.23% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 3,733 | $414.2K | 0.15% | +42+1.1% | Added |
| Cascade Investment Group, Inc. | 3,739 | $414.8K | 0.43% | +3,739 | New |
| Security National Bank of Sioux City Iowa | 3,744 | $415.0K | 0.32% | +500+15.4% | Added |
| High Falls Advisors, Inc | 3,742 | $415.1K | 0.13% | +353+10.4% | Added |
| Capital Market Strategies LLC | 3,742 | $415.1K | 0.45% | +2+0.1% | Added |
| Capstone Wealth Management Group, LLC | 3,745 | $415.5K | 0.45% | +412+12.4% | Added |
| Cornerstone Wealth Group, LLC | 3,746 | $415.7K | 0.08% | −536−12.5% | Reduced |
| Rice Hall James & Associates, LLC | 3,751 | $416.2K | 0.02% | −1,457−28.0% | Reduced |
| Corrigan Financial, Inc. | 3,754 | $416.5K | 0.15% | −25−0.7% | Reduced |
| Centurion Wealth Management LLC | 3,755 | $416.6K | 0.24% | +3,755 | New |
| Dempze Nancy E | 3,765 | $417.7K | 0.41% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,770 | $418.3K | 0.48% | +3,770 | New |
| ETF Store, Inc. | 3,858 | $418.9K | 0.32% | +205+5.6% | Added |
| American Trust Investment Advisors, LLC | 3,783 | $419.7K | 0.27% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 3,797 | $421.2K | 0.07% | +319+9.2% | Added |
| Constitution Capital LLC | 3,800 | $421.6K | 0.26% | −1,000−20.8% | Reduced |
| McIlrath & Eck, LLC | 3,800 | $421.6K | 0.11% | −553−12.7% | Reduced |
| Gagnon Securities LLC | 3,810 | $422.7K | 0.09% | −1,053−21.7% | Reduced |
| Centennial Wealth Advisory LLC | 3,812 | $422.9K | 0.24% | +198+5.5% | Added |
| Hoxton Planning & Management, LLC | 3,814 | $423.2K | 0.22% | +3,814 | New |
| Per Stirling Capital Management, LLC. | 3,816 | $423.4K | 0.08% | +3,816 | New |
| Fortress Wealth Group, LLC | 3,821 | $423.9K | 0.30% | +3,821 | New |