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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 176,065 | $19.5M | 0.81% | +1,391+0.8% | Added |
| McGowan Group Asset Management, Inc. | 175,962 | $19.5M | 3.11% | +3,163+1.8% | Added |
| Bartlett & Co. Wealth Management LLC | 174,503 | $19.5M | 0.39% | −328−0.2% | Reduced |
| Bartlett & Co. LLC | 174,503 | $19.5M | 0.39% | −328−0.2% | Reduced |
| Dodge & Cox | 175,231 | $19.4M | 0.01% | −14,100−7.4% | Reduced |
| Norinchukin Bank, The | 175,178 | $19.4M | 0.42% | −38,653−18.1% | Reduced |
| Gotham Asset Management, LLC | 175,137 | $19.4M | 0.55% | −4,209−2.3% | Reduced |
| Sequoia Financial Advisors, LLC | 174,755 | $19.4M | 0.48% | +47,442+37.3% | Added |
| Hyman Charles D | 174,308 | $19.3M | 1.32% | +1,797+1.0% | Added |
| Cresset Asset Management, LLC | 199,156 | $19.2M | 0.24% | −8,368−4.0% | Reduced |
| Motco | 173,219 | $19.2M | 1.43% | −7,805−4.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 173,195 | $19.2M | 0.06% | −1,068−0.6% | Reduced |
| Core Alternative Capital | 172,996 | $19.2M | 2.44% | +19,048+12.4% | Added |
| ExodusPoint Capital Management, LP | 172,908 | $19.2M | 0.30% | −163,824−48.7% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 172,900 | $19.2M | 0.48% | 00.0% | Unchanged |
| Norris Perne & French LLP | 171,803 | $19.1M | 1.88% | +455+0.3% | Added |
| Logan Capital Management Inc | 171,762 | $19.1M | 0.98% | +41,843+32.2% | Added |
| Bleakley Financial Group, LLC | 171,584 | $19.0M | 0.68% | +171,584 | New |
| Crestwood Advisors Group LLC | 170,440 | $18.9M | 0.64% | −36,452−17.6% | Reduced |
| Ethic Inc. | 170,041 | $18.9M | 1.02% | +10,374+6.5% | Added |
| Goelzer Investment Management, Inc. | 168,953 | $18.7M | 1.61% | −2,260−1.3% | Reduced |
| Bollard Group LLC | 168,906 | $18.7M | 0.72% | −2,530−1.5% | Reduced |
| Novare Capital Management LLC | 168,881 | $18.7M | 2.21% | −5,385−3.1% | Reduced |
| Argent Trust Co | 167,337 | $18.6M | 1.23% | −4,886−2.8% | Reduced |
| Everett Harris & Co | 164,966 | $18.3M | 0.31% | −13,621−7.6% | Reduced |
| Stratos Wealth Partners, LTD. | 164,487 | $18.2M | 0.46% | +6,533+4.1% | Added |
| Gamco Investors, Inc. Et Al | 164,285 | $18.2M | 0.20% | −8,600−5.0% | Reduced |
| Louisiana State Employees Retirement System | 163,800 | $18.2M | 0.50% | +1,700+1.0% | Added |
| Woodmont Investment Counsel LLC | 161,317 | $17.9M | 2.03% | −2,039−1.2% | Reduced |
| GWM Advisors LLC | 526,881 | $17.9M | 0.48% | +45,732+9.5% | Added |
| Pictet & Cie (Europe) SA | 161,031 | $17.9M | 0.87% | −12,014−6.9% | Reduced |
| Parthenon LLC | 160,616 | $17.8M | 2.92% | +100+0.1% | Added |
| Applied Finance Capital Management, LLC | 159,994 | $17.8M | 2.31% | +159,994 | New |
| Kiwi Wealth Investments Limited Partnership | 158,833 | $17.6M | 1.17% | +87,994+124.2% | Added |
| Sonora Investment Management Group, LLC | 158,456 | $17.6M | 1.60% | +4,205+2.7% | Added |
| Old National Bancorp | 155,539 | $17.3M | 0.54% | +3,446+2.3% | Added |
| FineMark National Bank & Trust | 154,786 | $17.2M | 0.77% | −7,570−4.7% | Reduced |
| Cohen Klingenstein LLC | 154,777 | $17.2M | 0.86% | −784−0.5% | Reduced |
| Van Hulzen Asset Management, LLC | 154,003 | $17.1M | 1.97% | −36,792−19.3% | Reduced |
| Bryn Mawr Trust Co | 153,939 | $17.1M | 0.78% | −1,570−1.0% | Reduced |
| JustInvest LLC | 153,214 | $17.0M | 0.70% | +11,940+8.5% | Added |
| Bragg Financial Advisors, Inc | 152,812 | $17.0M | 1.03% | +1,110+0.7% | Added |
| Veritable, L.P. | 151,892 | $16.9M | 0.30% | −559−0.4% | Reduced |
| MAI Capital Management | 151,806 | $16.8M | 0.28% | −5,368−3.4% | Reduced |
| Ledyard National Bank | 151,198 | $16.8M | 1.97% | −2,153−1.4% | Reduced |
| Greenwood Gearhart Inc | 151,097 | $16.8M | 2.38% | −758−0.5% | Reduced |
| Moors & Cabot, Inc. | 150,887 | $16.7M | 1.17% | +3,390+2.3% | Added |
| Integral Health Asset Management, LLC | 150,000 | $16.6M | 3.75% | −35,000−18.9% | Reduced |
| Columbia Asset Management | 149,315 | $16.6M | 4.07% | +87+0.1% | Added |
| GAM Holding AG | 148,716 | $16.5M | 1.32% | +6,168+4.3% | Added |
| Wescott Financial Advisory Group, LLC | 148,634 | $16.5M | 3.56% | −605−0.4% | Reduced |
| Eagle Global Advisors LLC | 147,316 | $16.3M | 1.13% | −429−0.3% | Reduced |
| Massmutual Trust Co FSB | 145,672 | $16.2M | 0.66% | −249−0.2% | Reduced |
| LMCG Investments, LLC | 145,115 | $16.1M | 1.12% | −5,745−3.8% | Reduced |
| Congress Asset Management Co | 145,079 | $16.1M | 0.16% | +896+0.6% | Added |
| Wesleyan Assurance Society | 143,371 | $15.9M | 1.95% | 00.0% | Unchanged |
| Connors Investor Services Inc | 143,169 | $15.9M | 1.98% | −13,935−8.9% | Reduced |
| Bourgeon Capital Management LLC | 143,121 | $15.9M | 3.90% | −25,893−15.3% | Reduced |
| Annex Advisory Services, LLC | 142,360 | $15.8M | 0.89% | +3,770+2.7% | Added |
| Beck Mack & Oliver LLC | 142,295 | $15.8M | 0.46% | −2,767−1.9% | Reduced |
| Mengis Capital Management, Inc. | 140,933 | $15.6M | 3.41% | −4,579−3.1% | Reduced |
| Metropolitan Life Insurance Co | 140,692 | $15.6M | 0.70% | −10,129−6.7% | Reduced |
| Charter Trust Co | 139,917 | $15.5M | 1.24% | +197+0.1% | Added |
| Banque Cantonale Vaudoise | 139,646 | $15.5M | 0.81% | +12,923+10.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 137,863 | $15.4M | 1.77% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 138,206 | $15.3M | 0.64% | +30.0% | Added |
| Longbow Finance SA | 137,278 | $15.2M | 2.05% | +137,278 | New |
| Segall Bryant & Hamill, LLC | 136,436 | $15.1M | 0.17% | −470−0.3% | Reduced |
| Patten & Patten Inc | 136,042 | $15.1M | 1.37% | −4,349−3.1% | Reduced |
| Redwood Grove Capital, LLC | 135,700 | $15.1M | 7.48% | 00.0% | Unchanged |
| Vestor Capital, LLC | 135,365 | $15.0M | 1.81% | −2,292−1.7% | Reduced |
| Middleton & Co Inc | 134,746 | $15.0M | 2.22% | −1,161−0.9% | Reduced |
| Karpas Strategies, LLC | 134,618 | $14.9M | 5.25% | +83+0.1% | Added |
| Advisory Services Network, LLC | 134,594 | $14.9M | 0.46% | +8,762+7.0% | Added |
| Ar Asset Management Inc | 134,570 | $14.9M | 4.24% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 133,239 | $14.8M | 0.75% | +1,877+1.4% | Added |
| Farmers & Merchants Investments Inc | 133,233 | $14.8M | 0.61% | +3,965+3.1% | Added |
| Beacon Investment Advisory Services, Inc. | 133,224 | $14.8M | 0.76% | −1,456−1.1% | Reduced |
| Steel Peak Wealth Management LLC | 132,094 | $14.7M | 1.09% | +29,518+28.8% | Added |
| Edge Wealth Management LLC | 133,274 | $14.7M | 3.42% | −10,852−7.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 131,779 | $14.6M | 0.71% | +977+0.7% | Added |
| Central Trust Co | 131,408 | $14.6M | 0.45% | +3,097+2.4% | Added |
| Slocum, Gordon & Co LLP | 130,543 | $14.5M | 9.35% | +130,543 | New |
| Congress Wealth Management LLC | 129,608 | $14.4M | 0.37% | +5,640+4.5% | Added |
| Intact Investment Management Inc. | 129,400 | $14.4M | 0.62% | −36,800−22.1% | Reduced |
| Woodstock Corp | 129,205 | $14.3M | 1.91% | +1,700+1.3% | Added |
| CCM Investment Advisers LLC | 128,272 | $14.2M | 2.26% | −15,464−10.8% | Reduced |
| Alley Investment Management Company, LLC | 128,255 | $14.2M | 2.45% | +378+0.3% | Added |
| Tufton Capital Management | 128,142 | $14.2M | 3.13% | +606+0.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 127,903 | $14.2M | 2.60% | −637−0.5% | Reduced |
| Park Avenue Securities LLC | 127,863 | $14.2M | 0.25% | +3,589+2.9% | Added |
| Financial Partners Capital Management LLC | 127,515 | $14.1M | 3.15% | −563−0.4% | Reduced |
| Monarch Capital Management Inc | 126,717 | $14.1M | 4.33% | −5,051−3.8% | Reduced |
| First National Bank of Omaha | 127,301 | $14.1M | 0.87% | −28,275−18.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 127,008 | $14.1M | 3.67% | −535−0.4% | Reduced |
| Tri Locum Partners LP | 126,912 | $14.1M | 6.23% | +126,912 | New |
| Stonebridge Capital Advisors LLC | 126,685 | $14.1M | 1.67% | −1,102−0.9% | Reduced |
| Point72 Middle East FZE | 126,472 | $14.0M | 1.08% | +126,472 | New |
| Endurant Capital Management LP | 126,003 | $14.0M | 5.68% | +126,003 | New |
| Auxier Asset Management | 125,857 | $14.0M | 2.41% | −600.0% | Reduced |