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 |
|---|---|---|---|---|---|
| MBM Wealth Consultants, LLC | 5,110 | $571.0K | 0.27% | +1,149+29.0% | Added |
| Resolute Financial, LLC | 5,195 | $576.4K | 0.49% | +266+5.4% | Added |
| Unionview, LLC | 5,212 | $578.2K | 0.58% | −108−2.0% | Reduced |
| MBA Advisors LLC | 5,219 | $579.0K | 0.38% | +5+0.1% | Added |
| Ironwood Financial, llc | 5,225 | $579.8K | 0.18% | +32+0.6% | Added |
| Silvia McColl Wealth Management, LLC | 5,233 | $580.6K | 0.57% | +5,233 | New |
| Wall Street Access Asset Management, LLC | 5,243 | $581.7K | 0.44% | −5,998−53.4% | Reduced |
| Johnson Bixby & Associates, LLC | 5,251 | $582.5K | 0.14% | −94−1.8% | Reduced |
| Asset Allocation & Management Company, LLC | 5,253 | $583.0K | 0.23% | −6−0.1% | Reduced |
| Blue Barn Wealth, LLC | 5,255 | $583.0K | 0.38% | +780+17.4% | Added |
| Colton Groome Financial Advisors, LLC | 5,257 | $583.3K | 0.29% | +2,570+95.6% | Added |
| McDaniel Terry & Co | 5,265 | $584.0K | 0.07% | +405+8.3% | Added |
| Garrison Point Advisors, LLC | 5,270 | $584.7K | 0.48% | −199−3.6% | Reduced |
| Wagner Wealth Management, LLC | 5,278 | $585.6K | 0.36% | +1,600+43.5% | Added |
| Beacon Capital Management, LLC | 5,279 | $585.7K | 0.20% | +236+4.7% | Added |
| First International Bank & Trust | 5,284 | $586.0K | 0.20% | −978−15.6% | Reduced |
| NSI Retail Advisors, LLC | 5,288 | $587.0K | 0.14% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 5,300 | $588.0K | 0.04% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 5,300 | $588.0K | 0.14% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 5,303 | $588.4K | 0.64% | +5,303 | New |
| Moser Wealth Advisors, LLC | 5,315 | $589.7K | 0.44% | 00.0% | Unchanged |
| Regal Wealth Group, Inc. | 5,317 | $590.0K | 0.43% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 5,323 | $590.6K | 0.29% | −863−14.0% | Reduced |
| Hall Capital Management Co Inc | 5,323 | $590.6K | 0.35% | −51−0.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 5,329 | $591.3K | 0.09% | +323+6.5% | Added |
| Nicolet Bankshares Inc | 5,343 | $592.8K | 0.20% | −187−3.4% | Reduced |
| Farmers Trust Co | 5,344 | $593.0K | 0.13% | −132−2.4% | Reduced |
| Simon Quick Advisors, LLC | 5,349 | $593.4K | 0.07% | +1,461+37.6% | Added |
| Defined Wealth Management, LLC | 5,350 | $593.6K | 0.56% | 00.0% | Unchanged |
| Charles Carroll Financial Partners, LLC | 5,356 | $594.3K | 0.92% | +3+0.1% | Added |
| Certified Advisory Corp | 5,360 | $594.7K | 0.12% | +252+4.9% | Added |
| Investment Partners, Ltd. | 5,367 | $595.5K | 0.31% | −12,626−70.2% | Reduced |
| Summit Asset Management, LLC | 5,370 | $595.8K | 0.17% | −133−2.4% | Reduced |
| Clarus Group, Inc. | 5,372 | $596.0K | 0.52% | +16+0.3% | Added |
| Truepoint, Inc. | 5,375 | $596.3K | 0.02% | −22−0.4% | Reduced |
| Pinnacle Bancorp, Inc. | 5,392 | $598.0K | 0.23% | +83+1.6% | Added |
| Balboa Wealth Partners | 5,394 | $598.5K | 0.27% | +1,583+41.5% | Added |
| Hollencrest Capital Management | 5,422 | $601.6K | 0.07% | −453−7.7% | Reduced |
| Luts & Greenleigh Group, Inc | 5,427 | $602.1K | 0.76% | +5,427 | New |
| Roberts Glore & Co Inc | 5,431 | $602.6K | 0.21% | +216+4.1% | Added |
| Kingfisher Capital LLC | 5,432 | $603.0K | 0.16% | −246−4.3% | Reduced |
| Acorn Wealth Advisors, LLC | 5,430 | $603.0K | 0.46% | −28−0.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,445 | $604.2K | 0.05% | +767+16.4% | Added |
| Westhampton Capital, LLC | 5,455 | $605.2K | 0.41% | +650+13.5% | Added |
| Burt Wealth Advisors | 5,458 | $605.6K | 0.20% | +186+3.5% | Added |
| Ridgewood Investments LLC | 5,460 | $605.8K | 0.44% | −3,234−37.2% | Reduced |
| Campion Asset Management LLC | 5,462 | $606.0K | 0.60% | 00.0% | Unchanged |
| Viawealth, LLC | 5,491 | $606.1K | 0.50% | +5,491 | New |
| Cedar Wealth Management, LLC | 5,466 | $606.4K | 0.30% | −1,998−26.8% | Reduced |
| Trust Co of Oklahoma | 5,470 | $606.9K | 0.24% | +680+14.2% | Added |
| Indiana Trust & Investment Management CO | 5,468 | $607.0K | 0.34% | −156−2.8% | Reduced |
| Monticello Wealth Management, LLC | 5,482 | $608.2K | 0.07% | +180+3.4% | Added |
| Tranquility Partners, LLC | 5,483 | $608.3K | 0.31% | −53−1.0% | Reduced |
| RKL Wealth Management LLC | 5,485 | $608.6K | 0.08% | +163+3.1% | Added |
| InTrack Investment Management Inc | 5,488 | $608.9K | 0.61% | −2,730−33.2% | Reduced |
| Echo Street Capital Management LLC | 5,495 | $609.7K | 0.01% | +5,495 | New |
| Addison Advisors LLC | 5,495 | $609.7K | 0.36% | −724−11.6% | Reduced |
| Westmount Partners, LLC | 5,498 | $610.0K | 0.32% | +5,498 | New |
| Henshaw Capital LLC | 5,500 | $610.2K | 0.04% | −6,980−55.9% | Reduced |
| David R. Rahn & Associates Inc. | 5,501 | $610.4K | 0.31% | +168+3.2% | Added |
| Johnson & White Wealth Management, LLC | 11,915 | $611.0K | 0.90% | +3,580+43.0% | Added |
| Close Asset Management Ltd | 5,508 | $611.0K | 0.03% | +395+7.7% | Added |
| Stillwater Investment Management, LLC | 5,526 | $613.1K | 0.17% | +42+0.8% | Added |
| Ignite Planners, LLC | 5,802 | $613.4K | 0.26% | +500+9.4% | Added |
| Premier Asset Management LLC | 5,529 | $613.4K | 0.77% | −2,383−30.1% | Reduced |
| Retirement Guys Formula LLC | 5,537 | $614.3K | 0.50% | −229−4.0% | Reduced |
| Sanders Morris Harris LLC | 5,544 | $615.1K | 0.23% | 00.0% | Unchanged |
| Alpha Family Trust | 5,555 | $616.3K | 0.56% | +1,400+33.7% | Added |
| CSM Advisors, LLC | 5,588 | $620.0K | 0.06% | 00.0% | Unchanged |
| Clare Market Investments LLC | 5,600 | $621.3K | 0.29% | −5,963−51.6% | Reduced |
| Waycross Partners, LLC | 5,603 | $622.0K | 0.23% | +103+1.9% | Added |
| Eagle Bay Advisors LLC | 5,612 | $622.7K | 0.35% | +1,509+36.8% | Added |
| Intrua Financial, LLC | 5,694 | $625.8K | 0.15% | −5,919−51.0% | Reduced |
| Financial Advisors Network, Inc. | 5,667 | $628.8K | 0.17% | +98+1.8% | Added |
| Absher Wealth Management, LLC | 5,713 | $633.9K | 0.12% | −377−6.2% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,720 | $635.0K | 0.46% | −105−1.8% | Reduced |
| Diversified, LLC | 5,729 | $635.6K | 0.25% | +2,078+56.9% | Added |
| Osterweis Capital Management Inc | 5,732 | $636.0K | 0.05% | +654+12.9% | Added |
| Relaxing Retirement Coach | 5,736 | $636.4K | 0.24% | +5,736 | New |
| Cohen Investment Advisors LLC | 5,747 | $637.6K | 0.53% | +142+2.5% | Added |
| Piscataqua Savings Bank | 5,764 | $639.5K | 0.54% | +100+1.8% | Added |
| Delta Investment Management, LLC | 5,782 | $641.5K | 0.21% | +533+10.2% | Added |
| Hummer Financial Advisory Services Inc | 5,755 | $642.5K | 0.71% | −200−3.4% | Reduced |
| Bath Savings Trust Co | 5,796 | $643.0K | 0.08% | −57−1.0% | Reduced |
| Kenfarb & Co. | 5,800 | $643.5K | 0.57% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 5,867 | $650.9K | 0.06% | +682+13.2% | Added |
| Hill Investment Group Partners, LLC | 5,871 | $651.4K | 0.16% | +5,871 | New |
| Cherry Creek Investment Advisors, Inc. | 5,873 | $651.7K | 0.51% | −51−0.9% | Reduced |
| Summit Financial, LLC | 5,874 | $651.7K | 0.06% | −85−1.4% | Reduced |
| Sovereign Financial Group, Inc. | 5,885 | $652.9K | 0.26% | +2,144+57.3% | Added |
| BOK Financial Private Wealth, Inc. | 5,853 | $653.6K | 0.05% | +328+5.9% | Added |
| E Fund Management Co., Ltd. | 5,893 | $654.0K | 0.05% | −730−11.0% | Reduced |
| Lathrop Investment Management Corp | 5,898 | $654.0K | 0.14% | −45−0.8% | Reduced |
| Sound Income Strategies, LLC | 5,896 | $654.2K | 0.08% | +1,363+30.1% | Added |
| Legacy Trust | 5,906 | $655.3K | 0.20% | +5,906 | New |
| General Partner, Inc. | 5,915 | $656.3K | 0.60% | +5,915 | New |
| Evergreen Wealth Solutions, LLC | 5,933 | $658.0K | 0.87% | +161+2.8% | Added |
| Knights of Columbus Asset Advisors LLC | 5,945 | $659.6K | 0.07% | +1,261+26.9% | Added |
| S.A. Mason LLC | 5,948 | $659.9K | 0.50% | +8+0.1% | Added |
| Bourne Lent Asset Management Inc | 5,967 | $662.0K | 0.28% | 00.0% | Unchanged |