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 |
|---|---|---|---|---|---|
| Round Hill Asset Management | 95,732 | $10.6M | 6.57% | −705−0.7% | Reduced |
| Winslow Asset Management Inc | 95,578 | $10.6M | 2.51% | −544−0.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 95,548 | $10.6M | 1.28% | +4,949+5.5% | Added |
| Prospera Financial Services Inc | 95,539 | $10.6M | 0.53% | −43,084−31.1% | Reduced |
| Busey Wealth Management | 95,528 | $10.6M | 0.48% | −2,408−2.5% | Reduced |
| Circle Wealth Management, LLC | 95,373 | $10.6M | 1.63% | −2,050−2.1% | Reduced |
| Cubist Systematic Strategies, LLC | 95,069 | $10.5M | 0.09% | −51,045−34.9% | Reduced |
| Hennessy Advisors Inc | 94,800 | $10.5M | 0.69% | −28,300−23.0% | Reduced |
| Marco Investment Management LLC | 94,724 | $10.5M | 1.23% | −354−0.4% | Reduced |
| First Nebraska Trust Co | 94,550 | $10.5M | 1.37% | −1,048−1.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 92,730 | $10.5M | 1.25% | +6,392+7.4% | Added |
| Cutler Capital Management, LLC | 93,783 | $10.4M | 4.28% | −2,125−2.2% | Reduced |
| Kingsview Wealth Management, LLC | 93,373 | $10.4M | 0.45% | −2,949−3.1% | Reduced |
| Mastrapasqua Asset Management Inc | 93,346 | $10.4M | 1.37% | +1,712+1.9% | Added |
| HB Wealth Management, LLC | 93,289 | $10.4M | 0.19% | +7,251+8.4% | Added |
| Advocate Group LLC | 92,766 | $10.3M | 2.22% | +1,473+1.6% | Added |
| De Burlo Group Inc | 92,750 | $10.3M | 2.30% | +22,300+31.7% | Added |
| Live Oak Private Wealth LLC | 92,561 | $10.3M | 2.12% | −335−0.4% | Reduced |
| Gluskin Sheff & Assoc Inc | 92,306 | $10.2M | 0.57% | +1,335+1.5% | Added |
| Privium Fund Management B.V. | 92,156 | $10.2M | 3.87% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 92,000 | $10.2M | 0.40% | +56,000+155.6% | Added |
| Polaris Wealth Advisory Group, LLC | 91,800 | $10.2M | 0.76% | −14,972−14.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 90,785 | $10.1M | 0.87% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 90,770 | $10.1M | 0.49% | +90,770 | New |
| Level Four Advisory Services, LLC | 90,620 | $10.1M | 0.75% | +30,399+50.5% | Added |
| Mitchell Sinkler & Starr | 90,432 | $10.0M | 3.23% | +8,124+9.9% | Added |
| Carret Asset Management, LLC | 90,427 | $10.0M | 1.39% | +900+1.0% | Added |
| Fulton Bank, N.A. | 90,405 | $10.0M | 0.56% | −3,727−4.0% | Reduced |
| Hamel Associates, Inc. | 90,330 | $10.0M | 3.49% | −2,020−2.2% | Reduced |
| Aptus Capital Advisors, LLC | 90,240 | $10.0M | 0.33% | +11,925+15.2% | Added |
| Simmons Bank | 90,146 | $10.0M | 0.86% | −65−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 89,790 | $9.96M | 0.46% | −3,174−3.4% | Reduced |
| Adalta Capital Management LLC | 89,010 | $9.94M | 7.01% | −200−0.2% | Reduced |
| Trust Co of Kansas | 89,449 | $9.92M | 6.43% | −5,296−5.6% | Reduced |
| WealthBridge Investment Counsel Inc. | 88,650 | $9.84M | 4.30% | −1,400−1.6% | Reduced |
| River Road Asset Management, LLC | 88,474 | $9.82M | 0.13% | −1,508−1.7% | Reduced |
| Mill Capital Management, LLC | 88,462 | $9.81M | 1.08% | −401−0.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 92,504 | $9.81M | 0.13% | +86,773+1,514.1% | Added |
| Violich Capital Management, Inc. | 87,917 | $9.75M | 1.73% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 87,684 | $9.73M | 0.04% | −25,305−22.4% | Reduced |
| Private Advisor Group, LLC | 346,167 | $9.69M | 0.49% | −8,249−2.3% | Reduced |
| Meeder Asset Management Inc | 87,166 | $9.67M | 0.85% | −47,192−35.1% | Reduced |
| Davy Global Fund Management Ltd | 86,842 | $9.64M | 1.98% | −3,534−3.9% | Reduced |
| Spire Wealth Management | 86,820 | $9.63M | 0.54% | +16,960+24.3% | Added |
| SYSTM Wealth Solutions LLC | 86,563 | $9.60M | 1.19% | +86,563 | New |
| Squarepoint Ops LLC | 86,486 | $9.60M | 0.07% | −25,062−22.5% | Reduced |
| Exencial Wealth Advisors, LLC | 85,854 | $9.53M | 0.52% | +69,336+419.8% | Added |
| Tompkins Financial Corp | 85,790 | $9.52M | 1.50% | −2,289−2.6% | Reduced |
| Metis Global Partners, LLC | 85,394 | $9.47M | 0.84% | +32,377+61.1% | Added |
| Mutual Advisors, LLC | 85,019 | $9.43M | 0.42% | −385−0.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 84,522 | $9.38M | 0.41% | −731−0.9% | Reduced |
| Augustine Asset Management Inc | 84,402 | $9.36M | 5.17% | +5,674+7.2% | Added |
| Cary Street Partners Asset Management LLC | 84,341 | $9.36M | 1.90% | +297+0.4% | Added |
| Security National Bank | 84,270 | $9.35M | 2.52% | −2,801−3.2% | Reduced |
| Northern Oak Wealth Management Inc | 84,262 | $9.35M | 1.33% | −7,248−7.9% | Reduced |
| Omers Administration Corp | 84,242 | $9.35M | 0.15% | +43,096+104.7% | Added |
| Adams Diversified Equity Fund, Inc. | 84,000 | $9.32M | 0.45% | +84,000 | New |
| PFS Investments Inc. | 83,990 | $9.32M | 0.17% | +5,861+7.5% | Added |
| FLC Capital Advisors | 83,557 | $9.27M | 2.88% | −89−0.1% | Reduced |
| Greenleaf Trust | 83,160 | $9.23M | 0.12% | +4,599+5.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 82,629 | $9.17M | 0.57% | +7,902+10.6% | Added |
| Archon Partners LLC | 82,500 | $9.15M | 1.65% | +82,500 | New |
| Sigma Planning Corp | 82,048 | $9.10M | 0.33% | −8,835−9.7% | Reduced |
| Twin Capital Management Inc | 81,994 | $9.10M | 1.18% | −1,721−2.1% | Reduced |
| Allied Investment Advisors, LLC | 81,888 | $9.09M | 2.84% | −133−0.2% | Reduced |
| Marietta Investment Partners LLC | 81,707 | $9.07M | 2.57% | +2,496+3.2% | Added |
| Coldstream Capital Management Inc | 81,552 | $9.05M | 0.33% | +81,552 | New |
| Sky Investment Group LLC | 81,515 | $9.04M | 2.14% | −1,467−1.8% | Reduced |
| W Advisors, LLC | 81,441 | $9.04M | 7.53% | −4,127−4.8% | Reduced |
| Sowell Financial Services LLC | 80,480 | $8.99M | 0.58% | +11,903+17.4% | Added |
| Boston Financial Mangement LLC | 80,264 | $8.91M | 0.36% | +678+0.9% | Added |
| NJ State Employees Deferred Compensation Plan | 80,252 | $8.90M | 1.44% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 80,229 | $8.90M | 1.30% | +672+0.8% | Added |
| Buffington Mohr McNeal | 80,127 | $8.89M | 2.07% | −1,925−2.3% | Reduced |
| Geneos Wealth Management Inc. | 79,972 | $8.87M | 0.54% | +16,841+26.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 79,464 | $8.82M | 0.23% | −14,627−15.5% | Reduced |
| Contravisory Investment Management, Inc. | 78,632 | $8.72M | 2.42% | +4,511+6.1% | Added |
| Aigen Investment Management, LP | 78,042 | $8.66M | 1.23% | +59,587+322.9% | Added |
| Ashton Thomas Private Wealth, LLC | 78,007 | $8.65M | 0.86% | −6,361−7.5% | Reduced |
| Everence Capital Management Inc | 77,971 | $8.65M | 0.75% | +11,270+16.9% | Added |
| Talbot Financial, LLC | 77,840 | $8.64M | 1.78% | +77,840 | New |
| Summit Financial Wealth Advisors, LLC | 77,199 | $8.57M | 2.07% | +57+0.1% | Added |
| New England Asset Management Inc | 77,015 | $8.54M | 0.16% | −3,270−4.1% | Reduced |
| Ameritas Investment Partners, Inc. | 77,280 | $8.54M | 0.34% | −2,759−3.4% | Reduced |
| Boothbay Fund Management, LLC | 76,841 | $8.53M | 0.29% | −55,146−41.8% | Reduced |
| Buckley Wealth Management, LLC | 76,574 | $8.50M | 3.09% | −1,300−1.7% | Reduced |
| Lincoln National Corp | 76,458 | $8.48M | 0.19% | −22,291−22.6% | Reduced |
| Argyle Capital Management Inc. | 76,324 | $8.47M | 2.91% | −1,490−1.9% | Reduced |
| Guyasuta Investment Advisors Inc | 76,317 | $8.47M | 0.67% | +2,188+3.0% | Added |
| Assetmark, Inc | 76,276 | $8.46M | 0.04% | +8,476+12.5% | Added |
| Great Valley Advisor Group, Inc. | 76,226 | $8.46M | 0.43% | +24,931+48.6% | Added |
| Linscomb & Williams, Inc. | 76,117 | $8.45M | 0.43% | +6,491+9.3% | Added |
| Thomasville National Bank | 76,037 | $8.44M | 0.97% | −212,208−73.6% | Reduced |
| Agf Management Ltd | 75,793 | $8.41M | 0.06% | +75,793 | New |
| Anchor Investment Management, LLC | 75,575 | $8.38M | 1.20% | −1,999−2.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 75,533 | $8.38M | 2.39% | −29,800−28.3% | Reduced |
| KLCM Advisors, Inc. | 75,436 | $8.37M | 1.70% | −84,427−52.8% | Reduced |
| Symmetry Partners, LLC | 75,199 | $8.34M | 0.49% | +4,787+6.8% | Added |
| Northeast Financial Consultants Inc | 74,965 | $8.32M | 0.56% | −1,066−1.4% | Reduced |
| NewSquare Capital LLC | 74,639 | $8.28M | 1.03% | +3,205+4.5% | Added |