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 |
|---|---|---|---|---|---|
| Financial Enhancement Group LLC | 77,637 | $8.28M | 1.59% | +77,159+16,142.1% | Added |
| Wedbush Securities Inc | 74,595 | $8.28M | 0.45% | +503+0.7% | Added |
| Great Lakes Advisors, LLC | 614,012 | $8.27M | 0.47% | −129,236−17.4% | Reduced |
| Icon Wealth Advisors, LLC | 74,320 | $8.25M | 0.95% | −382−0.5% | Reduced |
| Independent Advisor Alliance | 73,651 | $8.17M | 1.00% | +11,670+18.8% | Added |
| One Capital Management, LLC | 73,636 | $8.17M | 0.44% | −3,510−4.5% | Reduced |
| Mairs & Power Inc | 73,466 | $8.15M | 0.10% | −1,666−2.2% | Reduced |
| XML Financial, LLC | 73,385 | $8.14M | 1.02% | −363−0.5% | Reduced |
| Ironwood Investment Counsel, LLC | 73,213 | $8.12M | 1.97% | +874+1.2% | Added |
| Freemont Management S.A. | 72,800 | $8.08M | 1.29% | 00.0% | Unchanged |
| Value Partners Investments Inc. | 72,707 | $8.07M | 0.70% | +134+0.2% | Added |
| Alerus Financial NA | 72,049 | $7.99M | 0.73% | −6,708−8.5% | Reduced |
| Viking Fund Management LLC | 72,000 | $7.99M | 1.59% | −4,000−5.3% | Reduced |
| KMG Fiduciary Partners, LLC | 71,902 | $7.98M | 1.31% | −1,244−1.7% | Reduced |
| TrinityPoint Wealth, LLC | 71,874 | $7.97M | 1.82% | −724−1.0% | Reduced |
| Apollon Wealth Management, LLC | 71,694 | $7.95M | 0.56% | +9,195+14.7% | Added |
| Beech Hill Advisors, Inc. | 71,486 | $7.93M | 4.41% | −1,877−2.6% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 71,440 | $7.93M | 5.03% | −190−0.3% | Reduced |
| Rossmore Private Capital | 71,369 | $7.92M | 1.27% | −373−0.5% | Reduced |
| Brookstone Capital Management | 68,927 | $7.92M | 0.16% | −106,284−60.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 71,336 | $7.91M | 1.07% | +775+1.1% | Added |
| Avantax Planning Partners, Inc. | 71,183 | $7.90M | 0.31% | −1,517−2.1% | Reduced |
| Freestone Capital Holdings, LLC | 71,063 | $7.88M | 0.36% | −14,998−17.4% | Reduced |
| Money Concepts Capital Corp | 70,736 | $7.85M | 0.35% | +12,879+22.3% | Added |
| Bamco Inc | 70,300 | $7.80M | 0.03% | +15,800+29.0% | Added |
| BTC Capital Management, Inc. | 69,893 | $7.75M | 0.93% | +3,293+4.9% | Added |
| Bonness Enterprises Inc | 69,500 | $7.71M | 3.63% | 00.0% | Unchanged |
| Trust Co of Virginia | 69,402 | $7.70M | 0.87% | −1,117−1.6% | Reduced |
| Principle Wealth Partners LLC | 69,335 | $7.69M | 0.87% | −1,868−2.6% | Reduced |
| Boit C F David | 69,325 | $7.69M | 5.48% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 69,115 | $7.67M | 1.21% | +214+0.3% | Added |
| Cardinal Capital Management | 68,746 | $7.63M | 1.62% | −889−1.3% | Reduced |
| Gibraltar Capital Management, Inc. | 68,601 | $7.61M | 3.60% | −75−0.1% | Reduced |
| Garland Capital Management Inc | 68,545 | $7.61M | 4.96% | +725+1.1% | Added |
| Martin Capital Partners, LLC | 68,520 | $7.60M | 3.14% | +1,135+1.7% | Added |
| Asset Advisors Investment Management, LLC | 68,498 | $7.60M | 1.00% | +75+0.1% | Added |
| KCM Investment Advisors LLC | 68,385 | $7.59M | 0.33% | +912+1.4% | Added |
| Northwest Bancshares, Inc. | 68,381 | $7.59M | 1.52% | −4,302−5.9% | Reduced |
| Inlet Private Wealth, LLC | 67,759 | $7.52M | 1.99% | +2,308+3.5% | Added |
| Clearstead Advisors, LLC | 67,541 | $7.49M | 0.59% | −824−1.2% | Reduced |
| Capital Analysts, LLC | 67,446 | $7.48M | 0.46% | +323+0.5% | Added |
| AMG National Trust Bank | 67,101 | $7.44M | 0.27% | −19,458−22.5% | Reduced |
| Scissortail Wealth Management, LLC | 68,464 | $7.43M | 4.30% | +28,905+73.1% | Added |
| Zuckerman Investment Group, LLC | 66,610 | $7.39M | 1.17% | +716+1.1% | Added |
| Empirical Finance, LLC | 66,551 | $7.38M | 0.76% | +5,032+8.2% | Added |
| Heritage Trust Co | 66,232 | $7.35M | 1.20% | +80.0% | Added |
| First American Bank | 66,137 | $7.34M | 0.70% | +2,291+3.6% | Added |
| Valeo Financial Advisors, LLC | 84,649 | $7.31M | 0.40% | −1,863−2.2% | Reduced |
| Azzad Asset Management Inc | 65,327 | $7.25M | 1.15% | −15,234−18.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 64,764 | $7.22M | 2.90% | −5,571−7.9% | Reduced |
| Evergreen Capital Management LLC | 64,506 | $7.20M | 0.34% | −780−1.2% | Reduced |
| Nations Financial Group Inc, | 64,680 | $7.18M | 0.81% | +5,557+9.4% | Added |
| Bank of Hawaii | 64,602 | $7.17M | 0.44% | +882+1.4% | Added |
| JB Capital LLC | 63,899 | $7.09M | 0.69% | +1,704+2.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 64,071 | $7.09M | 0.16% | +24,605+62.3% | Added |
| Exchange Capital Management, Inc. | 63,800 | $7.08M | 1.55% | −3,368−5.0% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 63,511 | $7.05M | 2.40% | +63,511 | New |
| Tower Bridge Advisors | 63,456 | $7.04M | 0.58% | −217−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 63,289 | $7.02M | 0.33% | +10,866+20.7% | Added |
| Covenant Asset Management, LLC | 63,115 | $7.00M | 2.51% | +400+0.6% | Added |
| AlphaStar Capital Management, LLC | 63,092 | $7.00M | 0.72% | −2,534−3.9% | Reduced |
| Richard Bernstein Advisors LLC | 62,905 | $6.98M | 0.16% | +5,290+9.2% | Added |
| Hedeker Wealth, LLC | 62,855 | $6.97M | 2.61% | +523+0.8% | Added |
| Tower Research Capital LLC (TRC) | 62,748 | $6.96M | 0.29% | −203,184−76.4% | Reduced |
| Eagle Rock Investment Company, LLC | 62,510 | $6.94M | 1.60% | +197+0.3% | Added |
| Barbara Oil Co. | 62,295 | $6.91M | 3.30% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 62,291 | $6.91M | 0.50% | −365−0.6% | Reduced |
| Beach Investment Counsel Inc | 62,263 | $6.91M | 0.86% | −1,150−1.8% | Reduced |
| Capital Counsel LLC | 62,183 | $6.90M | 0.43% | 00.0% | Unchanged |
| Regent Investment Management LLC | 61,937 | $6.87M | 1.84% | −595−1.0% | Reduced |
| Gunderson Capital Management Inc. | 61,762 | $6.85M | 12.51% | +61,762 | New |
| Oliver Luxxe Assets LLC | 61,477 | $6.82M | 1.90% | +93+0.2% | Added |
| Rothschild Capital Partners, LLC | 61,471 | $6.81M | 2.88% | +180.0% | Added |
| Boston Research & Management Inc | 61,294 | $6.80M | 2.10% | −1,220−2.0% | Reduced |
| GFS Advisors, LLC | 61,261 | $6.80M | 1.53% | −390−0.6% | Reduced |
| Brick & Kyle, Associates | 61,227 | $6.79M | 3.95% | −468−0.8% | Reduced |
| Trust Co of Toledo NA | 61,201 | $6.79M | 1.28% | +489+0.8% | Added |
| Shorepoint Capital Partners LLC | 61,193 | $6.79M | 1.88% | +5,632+10.1% | Added |
| J. W. Coons Advisors, LLC | 60,875 | $6.75M | 2.02% | +15,702+34.8% | Added |
| Edgemoor Investment Advisors, Inc. | 60,858 | $6.75M | 0.85% | +1,551+2.6% | Added |
| Thematics Asset Management | 60,840 | $6.75M | 0.41% | +60,840 | New |
| Royal Fund Management, LLC | 60,718 | $6.74M | 1.11% | −99−0.2% | Reduced |
| Courier Capital LLC | 60,702 | $6.73M | 0.78% | −965−1.6% | Reduced |
| Fort Sheridan Advisors LLC | 60,669 | $6.73M | 2.19% | −2,897−4.6% | Reduced |
| Integrated Wealth Concepts LLC | 60,635 | $6.73M | 0.18% | +1,936+3.3% | Added |
| Northeast Investment Management | 60,465 | $6.71M | 0.43% | −1,784−2.9% | Reduced |
| Stamos Capital Partners, L.P. | 60,300 | $6.69M | 2.12% | −37,830−38.6% | Reduced |
| Narwhal Capital Management | 60,226 | $6.68M | 0.89% | −261−0.4% | Reduced |
| HBW Advisory Services LLC | 60,177 | $6.68M | 1.78% | −10,920−15.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 59,982 | $6.66M | 0.28% | −5,536−8.4% | Reduced |
| NBT Bank N A | 59,967 | $6.65M | 0.97% | −2,337−3.8% | Reduced |
| Carolina Wealth Advisors, LLC | 59,948 | $6.65M | 4.19% | −590−1.0% | Reduced |
| Commonwealth Retirement Investments LLC | 59,659 | $6.62M | 4.01% | +59,659 | New |
| Rench Wealth Management, Inc. | 59,636 | $6.62M | 3.36% | −870−1.4% | Reduced |
| SeaCrest Wealth Management, LLC | 59,464 | $6.60M | 0.95% | −4,078−6.4% | Reduced |
| Westfield Capital Management Co LP | 59,213 | $6.57M | 0.05% | +3,861+7.0% | Added |
| Lavaca Capital LLC | 64,019 | $6.57M | 2.60% | +1,956+3.2% | Added |
| tru Independence LLC | 59,125 | $6.56M | 2.13% | −8,720−12.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 59,089 | $6.56M | 4.47% | −1,339−2.2% | Reduced |
| Rodgers Brothers Inc. | 59,078 | $6.55M | 1.32% | −47−0.1% | Reduced |