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 |
|---|---|---|---|---|---|
| Omnia Family Wealth, LLC | 3,803 | $424.7K | 0.34% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 3,832 | $425.0K | 0.22% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 3,827 | $425.0K | 0.32% | +327+9.3% | Added |
| One Wealth Advisors, LLC | 3,835 | $425.5K | 0.10% | +3,835 | New |
| Paces Ferry Wealth Advisors, LLC | 3,838 | $425.8K | 0.41% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 3,842 | $426.0K | 0.10% | +3,842 | New |
| Independent Wealth Network Inc. | 3,849 | $427.0K | 0.29% | −68−1.7% | Reduced |
| First Affirmative Financial Network | 3,855 | $427.7K | 0.52% | +192+5.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 3,856 | $427.8K | 0.25% | +100+2.7% | Added |
| Regatta Capital Group, LLC | 3,857 | $428.0K | 0.15% | +9+0.2% | Added |
| Archetype Wealth Partners | 3,855 | $428.0K | 0.11% | +399+11.5% | Added |
| Tortoise Investment Management, LLC | 3,864 | $428.8K | 0.08% | −67−1.7% | Reduced |
| NFJ Investment Group, LLC | 3,867 | $429.0K | 0.01% | −204,438−98.1% | Reduced |
| Curtis Advisory Group, LLC | 3,869 | $429.3K | 0.17% | −1,431−27.0% | Reduced |
| First National Bank of South Miami | 3,880 | $430.0K | 0.32% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 3,880 | $430.5K | 0.94% | +485+14.3% | Added |
| WFA of San Diego, LLC | 3,893 | $431.9K | 0.33% | −198−4.8% | Reduced |
| Sand Hill Global Advisors, LLC | 3,897 | $432.4K | 0.02% | −227−5.5% | Reduced |
| Fort, L.P. | 3,899 | $432.6K | 0.65% | +553+16.5% | Added |
| Revolve Wealth Partners, LLC | 3,900 | $432.7K | 0.12% | +738+23.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $432.7K | 0.25% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,903 | $433.0K | 0.10% | +3,903 | New |
| One + One Wealth Management, LLC | 3,921 | $435.0K | 0.30% | −1,500−27.7% | Reduced |
| Lockerman Financial Group, Inc. | 3,925 | $435.5K | 1.27% | −32−0.8% | Reduced |
| Gemmer Asset Management LLC | 3,928 | $435.8K | 0.07% | −85−2.1% | Reduced |
| SOL Capital Management CO | 3,932 | $436.3K | 0.08% | −150−3.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 3,947 | $438.0K | 0.16% | −80−2.0% | Reduced |
| Financial Partners Group, Inc | 4,011 | $439.5K | 0.10% | +32+0.8% | Added |
| First Citizens Financial Corp | 3,965 | $440.0K | 0.38% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 3,972 | $440.7K | 0.39% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,988 | $442.4K | 0.01% | −54,332−93.2% | Reduced |
| Alethea Capital Management, LLC | 4,000 | $443.8K | 0.43% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 4,000 | $443.8K | 0.34% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 4,000 | $443.8K | 0.36% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 4,005 | $444.3K | 0.31% | −4,600−53.5% | Reduced |
| Planned Solutions, Inc. | 4,013 | $445.2K | 0.33% | +220+5.8% | Added |
| Laraway Financial Inc | 4,016 | $445.6K | 0.47% | −4−0.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,991 | $445.6K | 0.22% | +3,991 | New |
| Mendel Capital Management LLC | 4,017 | $445.7K | 0.46% | +27+0.7% | Added |
| Semus Wealth Partners LLC | 4,021 | $446.1K | 0.54% | +4,021 | New |
| Riverstone Advisors, LLC | 4,024 | $446.5K | 0.31% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 4,045 | $448.8K | 0.20% | −65−1.6% | Reduced |
| Ethos Financial Group, LLC | 4,023 | $449.3K | 0.15% | +4,023 | New |
| D'Orazio & Associates, Inc. | 4,051 | $449.5K | 0.11% | +531+15.1% | Added |
| C M Bidwell & Associates Ltd | 4,053 | $449.7K | 0.35% | −20−0.5% | Reduced |
| JJJ Advisors Inc. | 4,028 | $450.2K | 0.13% | +267+7.1% | Added |
| McLean Asset Management Corp | 4,060 | $450.5K | 0.15% | +409+11.2% | Added |
| Pennsylvania Capital Management Inc | 4,057 | $450.6K | 0.24% | −893−18.0% | Reduced |
| Prentiss Smith & Co Inc | 4,067 | $451.2K | 0.41% | 00.0% | Unchanged |
| Power Corp of Canada | 4,072 | $451.8K | 0.08% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 4,046 | $451.9K | 0.26% | +96+2.4% | Added |
| Mayfair Advisory Group, LLC | 4,094 | $451.9K | 0.58% | −241−5.6% | Reduced |
| Affinity Capital Advisors, LLC | 4,075 | $452.2K | 0.15% | −38−0.9% | Reduced |
| Beta Wealth Group, Inc. | 4,100 | $454.9K | 0.31% | −300−6.8% | Reduced |
| Grandview Asset Management LLC | 4,100 | $455.0K | 0.28% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4,109 | $455.9K | 0.15% | +74+1.8% | Added |
| Lyell Wealth Management, LP | 4,113 | $456.3K | 0.07% | +315+8.3% | Added |
| Two Sigma Securities, LLC | 4,116 | $456.7K | 0.06% | +4,116 | New |
| CMG Global Holdings, LLC | 4,144 | $459.8K | 0.44% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 4,145 | $459.9K | 0.30% | +1,438+53.1% | Added |
| Kinloch Capital, LLC | 4,149 | $460.0K | 0.27% | +17+0.4% | Added |
| First National Bank Sioux Falls | 4,154 | $460.9K | 0.33% | −1,375−24.9% | Reduced |
| Verus Capital Partners, LLC | 4,158 | $461.3K | 0.09% | −57−1.4% | Reduced |
| Thrive Capital Management, LLC | 4,158 | $461.3K | 0.30% | −388−8.5% | Reduced |
| Norwood Financial Corp | 4,159 | $461.4K | 0.73% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 4,175 | $463.2K | 0.07% | −690−14.2% | Reduced |
| Capital Financial Services, LLC | 4,175 | $463.2K | 0.64% | −125−2.9% | Reduced |
| Executive Wealth Management, LLC | 4,176 | $463.4K | 0.06% | +3,837+1,131.9% | Added |
| Rise Advisors, LLC | 4,182 | $464.0K | 0.37% | 00.0% | Unchanged |
| NorthLanding Financial Partners, LLC | 4,186 | $464.0K | 0.33% | −2,735−39.5% | Reduced |
| Tilson Financial Group, Inc. | 4,183 | $464.0K | 0.40% | +4,183 | New |
| Aberdeen Wealth Management LLC | 4,182 | $464.0K | 0.35% | +5+0.1% | Added |
| BHK Investment Advisors, LLC | 4,185 | $464.3K | 0.26% | −884−17.4% | Reduced |
| Financial Council Asset Management Inc | 4,187 | $464.5K | 0.29% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 4,196 | $465.6K | 0.06% | +4,196 | New |
| Penbrook Management LLC | 4,206 | $466.7K | 0.40% | −500−10.6% | Reduced |
| Capital Investment Counsel, Inc | 4,221 | $468.3K | 0.11% | +4,221 | New |
| Fairview Capital Investment Management, LLC | 4,230 | $469.3K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,236 | $470.0K | 0.14% | +4,236 | New |
| Deuterium Capital Management, LLC | 4,238 | $470.2K | 1.40% | +4,238 | New |
| Morningstar Investment Services LLC | 4,219 | $471.0K | 0.01% | +882+26.4% | Added |
| Palogic Value Management, L.P. | 4,250 | $471.5K | 0.25% | +4,250 | New |
| Walkner Condon Financial Advisors LLC | 4,252 | $471.7K | 0.14% | −30−0.7% | Reduced |
| Benchmark Investment Advisors LLC | 4,261 | $472.7K | 0.50% | −1,109−20.7% | Reduced |
| UMA Financial Services, Inc. | 4,371 | $474.4K | 0.13% | +17+0.4% | Added |
| Cora Capital Advisors LLC | 4,278 | $474.6K | 0.33% | +4,278 | New |
| Howard Wealth Management, LLC | 4,291 | $476.1K | 0.39% | −32−0.7% | Reduced |
| TFB Advisors LLC | 4,294 | $476.5K | 0.40% | +4,294 | New |
| Flynn Zito Capital Management, LLC | 4,298 | $476.9K | 0.40% | −68−1.6% | Reduced |
| Dakota Community Bank & Trust NA | 4,295 | $477.0K | 2.71% | −235−5.2% | Reduced |
| Compass Ion Advisors, LLC | 4,304 | $477.5K | 0.12% | +156+3.8% | Added |
| Rock Creek Group, LP | 4,311 | $478.3K | 0.06% | +237+5.8% | Added |
| Castle Rock Wealth Management, LLC | 4,493 | $479.9K | 0.21% | +216+5.1% | Added |
| Keystone Wealth Services, LLC | 4,327 | $480.0K | 0.21% | +536+14.1% | Added |
| N.E.W. Advisory Services LLC | 4,327 | $480.1K | 0.08% | −72−1.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,334 | $480.9K | 0.42% | +88+2.1% | Added |
| Firestone Capital Management | 4,352 | $482.9K | 0.18% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 4,352 | $482.9K | 0.66% | +4,352 | New |
| Perritt Capital Management Inc | 4,371 | $485.0K | 0.28% | −17−0.4% | Reduced |
| Mason Investment Advisory Services, Inc. | 4,372 | $485.1K | 0.05% | 00.0% | Unchanged |