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 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $196.9B |
| Q3 2024 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Addenda Capital Inc. | 58,481 | $6.54M | 0.28% | −10,825−15.6% | Reduced |
| Cypress Capital Group | 58,801 | $6.52M | 0.98% | −644−1.1% | Reduced |
| Clear Street Markets LLC | 58,595 | $6.50M | 1.32% | +48,095+458.0% | Added |
| Equitable Trust Co | 58,539 | $6.49M | 0.51% | −781−1.3% | Reduced |
| BKD Wealth Advisors, LLC | 58,457 | $6.49M | 0.23% | −1,230−2.1% | Reduced |
| FRG Family Wealth Advisors LLC | 58,317 | $6.47M | 1.54% | −2,565−4.2% | Reduced |
| Hanson & Doremus Investment Management | 58,024 | $6.44M | 1.39% | +8,260+16.6% | Added |
| Jacobi Capital Management LLC | 57,916 | $6.43M | 0.80% | +201+0.3% | Added |
| BLB&B Advisors, LLC | 57,568 | $6.39M | 0.49% | −3,965−6.4% | Reduced |
| Caldwell Trust Co | 57,414 | $6.37M | 0.90% | +643+1.1% | Added |
| Fosun International Ltd | 57,405 | $6.37M | 0.56% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 57,321 | $6.36M | 0.96% | −542−0.9% | Reduced |
| Bank Ozk | 57,224 | $6.35M | 3.14% | −2,325−3.9% | Reduced |
| Moody National Bank Trust Division | 57,099 | $6.33M | 0.55% | +1,135+2.0% | Added |
| Choate Investment Advisors | 56,909 | $6.31M | 0.38% | +617+1.1% | Added |
| Berkshire Bank | 56,846 | $6.31M | 1.93% | −3,154−5.3% | Reduced |
| Cullinan Associates Inc | 56,742 | $6.30M | 0.35% | +2,923+5.4% | Added |
| SevenBridge Financial Group, LLC | 56,480 | $6.27M | 1.83% | −1,226−2.1% | Reduced |
| New Hampshire Trust | 56,437 | $6.26M | 1.66% | +56,437 | New |
| Institutional & Family Asset Management, LLC | 56,340 | $6.25M | 1.05% | −8,969−13.7% | Reduced |
| Chesley Taft & Associates LLC | 56,300 | $6.25M | 0.43% | +770+1.4% | Added |
| Bridges Investment Management Inc | 56,287 | $6.25M | 0.23% | +1,500+2.7% | Added |
| Hallmark Capital Management Inc | 56,138 | $6.23M | 0.58% | −2,386−4.1% | Reduced |
| Bogart Wealth, LLC | 55,954 | $6.21M | 0.43% | +4,337+8.4% | Added |
| Advisors Capital Management, LLC | 55,907 | $6.20M | 0.17% | +2,464+4.6% | Added |
| MMBG Investment Advisors Co. | 55,718 | $6.18M | 0.82% | −3,506−5.9% | Reduced |
| Appleton Partners Inc | 55,656 | $6.17M | 0.58% | +9,818+21.4% | Added |
| Verdence Capital Advisors LLC | 55,621 | $6.17M | 0.76% | −2,843−4.9% | Reduced |
| CX Institutional | 55,608 | $6.17M | 0.37% | +5,553+11.1% | Added |
| Quantinno Capital Management LP | 55,591 | $6.17M | 0.46% | +31,400+129.8% | Added |
| Montgomery Investment Management Inc | 55,532 | $6.16M | 2.19% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 55,464 | $6.15M | 1.39% | −90.0% | Reduced |
| BancorpSouth Bank | 55,338 | $6.14M | 0.57% | −592−1.1% | Reduced |
| West Coast Financial LLC | 55,148 | $6.12M | 1.04% | −49,097−47.1% | Reduced |
| Sectoral Asset Management Inc | 55,000 | $6.10M | 1.18% | −2,750−4.8% | Reduced |
| Sandhill Capital Partners LLC | 54,857 | $6.09M | 0.65% | −873−1.6% | Reduced |
| Studio Investment Management LLC | 54,687 | $6.07M | 1.97% | −2,178−3.8% | Reduced |
| Red Door Wealth Management, LLC | 54,662 | $6.06M | 1.99% | +2,790+5.4% | Added |
| Sepio Capital, LP | 54,588 | $6.06M | 0.52% | −3,792−6.5% | Reduced |
| MainStreet Investment Advisors LLC | 54,201 | $6.01M | 0.67% | +144+0.3% | Added |
| Connectus Wealth, LLC | 54,123 | $6.01M | 0.16% | −26,223−32.6% | Reduced |
| NewEdge Wealth, LLC | 54,093 | $6.00M | 0.26% | +4,551+9.2% | Added |
| A. D. Beadell Investment Counsel, Inc. | 54,059 | $6.00M | 5.20% | −1,849−3.3% | Reduced |
| Roundview Capital LLC | 54,000 | $5.99M | 0.68% | +814+1.5% | Added |
| Howland Capital Management LLC | 53,386 | $5.96M | 0.37% | −105−0.2% | Reduced |
| Chicago Trust Co NA | 53,665 | $5.95M | 1.49% | −7,840−12.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 53,652 | $5.95M | 1.97% | −35−0.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 53,544 | $5.94M | 1.77% | −384−0.7% | Reduced |
| Geneva Partners, LLC | 53,360 | $5.92M | 5.59% | +48,259+946.1% | Added |
| Asset Dedication, LLC | 53,227 | $5.91M | 0.60% | +3,953+8.0% | Added |
| Globeflex Capital L P | 53,115 | $5.89M | 0.75% | +28,000+111.5% | Added |
| Boston Family Office LLC | 53,088 | $5.89M | 0.49% | −2,111−3.8% | Reduced |
| Harrell Investment Partners, LLC | 52,978 | $5.88M | 2.31% | +4,571+9.4% | Added |
| Monte Financial Group, LLC | 52,946 | $5.87M | 3.02% | −4,272−7.5% | Reduced |
| Walleye Trading LLC | 52,830 | $5.86M | 0.15% | −23,877−31.1% | Reduced |
| Coastline Trust Co | 52,701 | $5.85M | 0.87% | +9,755+22.7% | Added |
| Winton Group Ltd | 52,659 | $5.84M | 0.38% | +2,787+5.6% | Added |
| Ipswich Investment Management Co., Inc. | 52,654 | $5.84M | 1.67% | −1,120−2.1% | Reduced |
| Parallel Advisors, LLC | 52,495 | $5.82M | 0.25% | +3,250+6.6% | Added |
| Meiji Yasuda Life Insurance Co | 52,427 | $5.82M | 0.13% | +1,029+2.0% | Added |
| Ascent Group, LLC | 52,125 | $5.78M | 0.68% | +989+1.9% | Added |
| Dean Investment Associates, LLC | 52,088 | $5.78M | 0.98% | +9,969+23.7% | Added |
| Resources Investment Advisors, LLC. | 51,964 | $5.77M | 0.17% | +7,486+16.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 51,944 | $5.76M | 1.90% | −265−0.5% | Reduced |
| Birmingham Capital Management Co Inc | 51,899 | $5.76M | 2.19% | −1,575−2.9% | Reduced |
| North Star Investment Management Corp. | 51,774 | $5.74M | 0.51% | −170−0.3% | Reduced |
| Ritholtz Wealth Management | 51,713 | $5.74M | 0.32% | −1,896−3.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 51,700 | $5.74M | 1.87% | −465−0.9% | Reduced |
| Belpointe Asset Management LLC | 51,578 | $5.72M | 0.35% | +10,847+26.6% | Added |
| Cornercap Investment Counsel Inc | 51,496 | $5.71M | 0.99% | −1,773−3.3% | Reduced |
| Red Spruce Capital, LLC | 51,413 | $5.70M | 3.63% | +832+1.6% | Added |
| Chemung Canal Trust Co | 51,325 | $5.70M | 1.30% | −2,565−4.8% | Reduced |
| Fishman Jay A Ltd | 51,261 | $5.69M | 0.80% | −2,000−3.8% | Reduced |
| Profund Advisors LLC | 51,213 | $5.68M | 0.37% | −419−0.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 51,200 | $5.68M | 0.07% | +1,100+2.2% | Added |
| Keebeck Wealth Management, LLC | 50,794 | $5.67M | 1.00% | +1,730+3.5% | Added |
| Baker Tilly Wealth Management, LLC | 51,084 | $5.67M | 0.70% | +4,101+8.7% | Added |
| Kistler-Tiffany Companies, LLC | 51,042 | $5.66M | 1.16% | +952+1.9% | Added |
| We Are One Seven, LLC | 50,860 | $5.64M | 0.56% | +7,983+18.6% | Added |
| Ellsworth Advisors, LLC | 51,834 | $5.64M | 2.11% | −4,555−8.1% | Reduced |
| Innovis Asset Management LLC | 50,742 | $5.63M | 2.54% | +50,742 | New |
| Demars Financial Group, LLC | 50,742 | $5.63M | 3.10% | −7,530−12.9% | Reduced |
| Wendell David Associates Inc | 50,639 | $5.62M | 0.69% | −375−0.7% | Reduced |
| Bridgecreek Investment Management, LLC | 50,470 | $5.60M | 1.25% | −6,250−11.0% | Reduced |
| HighTower Trust Services, LTA | 50,361 | $5.59M | 0.54% | +173+0.3% | Added |
| Sound View Wealth Advisors Group, LLC | 51,289 | $5.59M | 0.62% | +5,178+11.2% | Added |
| Citizens National Bank Trust Department | 50,368 | $5.59M | 1.58% | −1,290−2.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 50,356 | $5.59M | 2.23% | +50,356 | New |
| Excalibur Management Corp | 50,183 | $5.57M | 2.91% | −1,976−3.8% | Reduced |
| Daymark Wealth Partners, LLC | 50,065 | $5.55M | 0.98% | +50,065 | New |
| Sandy Spring Bank | 50,063 | $5.55M | 0.33% | +1,990+4.1% | Added |
| Cordatus Wealth Management LLC | 49,979 | $5.54M | 8.13% | +49,979 | New |
| Loomis Sayles & Co L P | 49,843 | $5.53M | 0.01% | +1,147+2.4% | Added |
| Arabesque Asset Management Ltd | 49,653 | $5.51M | 1.86% | +22,132+80.4% | Added |
| Seeyond | 49,589 | $5.50M | 0.53% | +10,156+25.8% | Added |
| Orion Portfolio Solutions, LLC | 49,411 | $5.48M | 0.19% | +5,398+12.3% | Added |
| Clough Capital Partners L P | 49,390 | $5.48M | 0.56% | +49,390 | New |
| Baugh & Associates, LLC | 49,255 | $5.46M | 3.54% | −75−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 49,061 | $5.44M | 0.24% | −268−0.5% | Reduced |
| Stratos Wealth Advisors, LLC | 48,748 | $5.41M | 0.45% | +574+1.2% | Added |