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, Q2 2021
Institutional positions in Merck & Co., Inc. as of Jun 30, 2021. 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
- 2,684
- +22 vs. Q1 2021
- Shares held
- 1.86B
- +10.7M (+0.6%) vs. Q1 2021
- Total value
- $144.3B
- +$2.07B (+1.5%) vs. Q1 2021
- New holders
- 136
- 1,285 more added
- Sold out
- 114
- 961 more reduced
31 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | 3,502 | $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, Q2 2021
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers National Bank | 25,831 | $0 | – | +5,216+25.3% | Added |
| Kelly Financial Services LLC | 76,824 | $988 | 0.04% | +75,811+7,483.8% | Added |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.02% | −15−60.0% | Reduced |
| First Command Advisory Services, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $1.55K | 0.00% | – | New |
| USA Financial Portformulas Corp | 26 | $2.00K | 0.00% | −84−76.4% | Reduced |
| FAI Wealth Management | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 75 | $5.00K | 0.00% | −25−25.0% | Reduced |
| Navigation Wealth Management, Inc. | 63 | $5.00K | 0.00% | +63 | New |
| Globeflex Capital L P | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 91 | $7.00K | 0.04% | −83,763−99.9% | Reduced |
| LFA - Lugano Financial Advisors SA | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 100 | $7.78K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 102 | $8.00K | 0.00% | +1+1.0% | Added |
| Crewe Advisors LLC | 125 | $10.0K | 0.00% | −551−81.5% | Reduced |
| Cedar Mountain Advisors, LLC | 131 | $10.0K | 0.00% | +2+1.6% | Added |
| Cypress Point Wealth Management, LLC | 125 | $10.0K | 0.01% | +125 | New |
| PrairieView Partners, LLC | 138 | $11.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 138 | $11.0K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $12.0K | 0.00% | – | New |
| Front Row Advisors LLC | 179 | $14.0K | 0.01% | +1+0.6% | Added |
| Anfield Capital Management, LLC | 183 | $14.0K | 0.01% | +183 | New |
| Laurel Wealth Planning LLC | 207 | $16.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 212 | $16.0K | 0.00% | +24+12.8% | Added |
| IronBridge Private Wealth, LLC | 200 | $16.0K | 0.01% | +100+100.0% | Added |
| Proffitt & Goodson Inc | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 245 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 246 | $19.0K | 0.00% | +91+58.7% | Added |
| Tucker Asset Management LLC | 247 | $19.2K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 261 | $20.0K | 0.01% | +114+77.6% | Added |
| Flagship Private Wealth, LLC | 277 | $21.8K | 0.02% | +57+25.9% | Added |
| Retirement Group, LLC | 281 | $22.0K | 0.01% | −34−10.8% | Reduced |
| Macroview Investment Management LLC | 289 | $22.0K | 0.03% | +3+1.0% | Added |
| Mach-1 Financial Group, Inc. | 327 | $25.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 325 | $25.0K | 0.01% | +224+221.8% | Added |
| Joseph P. Lucia & Associates, LLC | 351 | $27.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 346 | $27.0K | 0.02% | +3+0.9% | Added |
| Ritter Daniher Financial Advisory, LLC | 386 | $30.0K | 0.02% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 387 | $30.0K | 0.03% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 380 | $30.0K | 0.02% | +300+375.0% | Added |
| Cowen Prime Services LLC | 400 | $31.0K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 400 | $31.0K | 0.02% | +200+100.0% | Added |
| Cowen Prime Advisors LLC | 400 | $31.0K | 0.01% | +400 | New |
| Barnett & Company, Inc. | 417 | $32.0K | 0.02% | +127+43.8% | Added |
| Toth Financial Advisory Corp | 420 | $33.0K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 439 | $34.0K | 0.01% | −212−32.6% | Reduced |
| Holloway Wealth Management, LLC | – | $34.0K | 0.01% | – | – |
| Financial Enhancement Group LLC | 478 | $37.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 479 | $37.0K | 0.00% | +479 | New |
| Tfo-TDC, LLC | 476 | $37.0K | 0.01% | +476 | New |
| Disciplined Investments, LLC | 486 | $38.0K | 0.02% | −25−4.9% | Reduced |
| Cypress Capital Management LLC (WY) | 485 | $38.0K | 0.03% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 500 | $39.0K | 0.00% | −550−52.4% | Reduced |
| AlphaMark Advisors, LLC | 500 | $39.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 500 | $39.0K | 0.06% | 00.0% | Unchanged |
| Lee Financial Co | 520 | $40.0K | 0.01% | −6,961−93.0% | Reduced |
| Klaas Financial Asset Advisors, LLC | 508 | $40.0K | 0.01% | +4+0.8% | Added |
| Lake Point Wealth Management | 518 | $40.0K | 0.02% | +518 | New |
| Atwood & Palmer Inc | 532 | $41.0K | 0.00% | −315−37.2% | Reduced |
| American State Bank (Iowa) | 530 | $41.2K | 0.03% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 560 | $44.0K | 0.04% | +560 | New |
| Estate Counselors, LLC | 584 | $45.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 578 | $45.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 609 | $47.0K | 0.00% | −169,341−99.6% | Reduced |
| Grant Street Asset Management, Inc. | 382 | $47.0K | 0.06% | −3,138−89.1% | Reduced |
| Savior LLC | 601 | $47.0K | 0.04% | −173−22.4% | Reduced |
| Copeland Capital Management, LLC | 600 | $47.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 633 | $49.0K | 0.02% | 00.0% | Unchanged |
| Resolute Partners Group | 626 | $49.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 641 | $50.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 648 | $50.0K | 0.04% | +248+62.0% | Added |
| Syverson Strege & Co | 661 | $51.0K | 0.05% | −69−9.5% | Reduced |
| McCarthy Asset Management, Inc. | 675 | $53.0K | 0.04% | +5+0.7% | Added |
| Country Trust Bank | 684 | $53.0K | 0.00% | +64+10.3% | Added |
| Raffa Wealth Management, LLC | 693 | $53.9K | 0.02% | −103−12.9% | Reduced |
| Solstein Capital, LLC | 700 | $54.0K | 0.07% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 705 | $55.0K | 0.04% | −348−33.0% | Reduced |
| Modus Advisors, LLC | 725 | $56.0K | 0.02% | +725 | New |
| Harding Loevner LP | 734 | $57.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 750 | $58.0K | 0.03% | −500−40.0% | Reduced |
| Clear Perspectives Financial Planning, LLC | 745 | $58.0K | 0.03% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 789 | $61.0K | 0.04% | −209−20.9% | Reduced |
| Banco de Sabadell, S.A | 800 | $62.0K | 0.04% | −40,693−98.1% | Reduced |
| Danda Trouve Investment Management, Inc. | 877 | $68.0K | 0.08% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 893 | $69.0K | 0.03% | −882−49.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 915 | $71.0K | 0.02% | +435+90.6% | Added |
| HC Financial Advisors Inc | 931 | $72.0K | 0.04% | −1,401−60.1% | Reduced |
| Marquette Asset Management, LLC | 990 | $77.0K | 0.02% | 00.0% | Unchanged |
| Interactive Financial Advisors | 1,000 | $78.0K | 0.03% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 1,083 | $84.0K | 0.08% | +10+0.9% | Added |
| Lumature Wealth Partners, LLC | 1,099 | $85.0K | 0.04% | +282+34.5% | Added |
| Newfound Research LLC | 1,157 | $90.0K | 0.18% | +150+14.9% | Added |
| Atlantic Trust, LLC | 1,162 | $90.0K | 0.06% | +1,162 | New |
| Sit Investment Associates Inc | 1,189 | $92.0K | 0.00% | −832−41.2% | Reduced |
| Earnest Partners LLC | 1,183 | $92.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,184 | $92.0K | 0.05% | +10+0.9% | Added |