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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Oak Grove Capital LLC | 10,400 | $809.0K | 0.19% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 10,401 | $809.0K | 0.31% | +230+2.3% | Added |
| McKinley Carter Wealth Services, Inc. | 10,415 | $810.0K | 0.07% | −106−1.0% | Reduced |
| Sonata Capital Group Inc | 10,416 | $810.0K | 0.37% | +20.0% | Added |
| Chapman Investment Management, LLC | 10,411 | $810.0K | 0.45% | +1,097+11.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,434 | $811.0K | 0.20% | +3,009+40.5% | Added |
| First Mercantile Trust Co | 10,456 | $813.0K | 0.10% | +3,298+46.1% | Added |
| First Washington CORP | 10,482 | $815.0K | 0.30% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 10,482 | $815.0K | 0.01% | +4,274+68.8% | Added |
| Aureus Asset Management, LLC | 10,512 | $818.0K | 0.05% | +207+2.0% | Added |
| Abundance Wealth Counselors | 10,520 | $818.0K | 0.21% | +4,578+77.0% | Added |
| Founders Financial Securities LLC | 10,530 | $819.0K | 0.16% | +636+6.4% | Added |
| Cable Hill Partners, LLC | 10,537 | $819.0K | 0.20% | +1,877+21.7% | Added |
| First Financial Corp | 10,548 | $820.0K | 0.55% | 00.0% | Unchanged |
| Family Management Corp | 10,575 | $822.0K | 0.22% | +6,595+165.7% | Added |
| AlphaStar Capital Management, LLC | 10,497 | $823.0K | 0.11% | +1,348+14.7% | Added |
| Freedom Day Solutions, LLC | 10,614 | $825.0K | 0.39% | −1,428−11.9% | Reduced |
| Burns J W & Co Inc | 10,665 | $829.0K | 0.13% | +40+0.4% | Added |
| Fulton Breakefield Broenniman LLC | 10,672 | $830.0K | 0.07% | −25−0.2% | Reduced |
| Sunbelt Securities, Inc. | 10,648 | $831.0K | 0.15% | +35+0.3% | Added |
| Matrix Private Capital Group LLC | 10,612 | $832.0K | 0.46% | +22+0.2% | Added |
| LexAurum Advisors, LLC | 10,715 | $833.0K | 0.25% | +752+7.5% | Added |
| Mark Stevens | 10,768 | $838.0K | 0.09% | −890−7.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 10,842 | $843.0K | 0.37% | +70+0.6% | Added |
| Baker Ellis Asset Management LLC | 10,850 | $844.0K | 0.17% | 00.0% | Unchanged |
| Argent Capital Management LLC | 10,918 | $849.0K | 0.03% | +40.0% | Added |
| Community Trust & Investment Co | 10,915 | $849.0K | 0.08% | +5,406+98.1% | Added |
| Gries Financial LLC | 11,270 | $851.0K | 0.27% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 10,960 | $852.0K | 0.39% | +10,960 | New |
| Good Life Advisors, LLC | 10,982 | $854.0K | 0.16% | +6,530+146.7% | Added |
| Interchange Capital Partners, LLC | 11,031 | $857.0K | 1.33% | −2,430−18.1% | Reduced |
| Kathmere Capital Management, LLC | 11,023 | $857.0K | 0.16% | +913+9.0% | Added |
| Roman Butler Fullerton & Co | 11,027 | $858.0K | 0.42% | −10−0.1% | Reduced |
| Bayesian Capital Management, LP | 11,100 | $863.0K | 0.23% | −31,700−74.1% | Reduced |
| Camelot Portfolios, LLC | 11,108 | $864.0K | 0.35% | −529−4.5% | Reduced |
| BancorpSouth Bank | 11,102 | $864.0K | 0.13% | −65−0.6% | Reduced |
| Pioneer Trust Bank N A | 11,168 | $868.0K | 0.25% | −37,256−76.9% | Reduced |
| Global Financial Private Client, LLC | 11,143 | $869.0K | 0.49% | +2,141+23.8% | Added |
| Caption Management, LLC | 11,200 | $871.0K | 0.08% | +11,200 | New |
| Crumly & Associates Inc. | 11,252 | $875.0K | 0.42% | +4,686+71.4% | Added |
| North Star Asset Management Inc | 11,263 | $876.0K | 0.05% | −30−0.3% | Reduced |
| Opus Capital Group, LLC | 11,269 | $876.0K | 0.20% | +275+2.5% | Added |
| Investors Research Corp | 11,276 | $877.0K | 0.30% | +150+1.3% | Added |
| Qube Research & Technologies Ltd | 11,293 | $878.0K | 0.01% | +11,293 | New |
| Calton & Associates, Inc. | 11,292 | $879.0K | 0.17% | −382−3.3% | Reduced |
| Wall Street Access Asset Management, LLC | 11,337 | $882.0K | 0.50% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11,369 | $884.0K | 0.46% | −1,873−14.1% | Reduced |
| LCNB Corp | 11,369 | $884.0K | 0.44% | +1,500+15.2% | Added |
| Bowling Portfolio Management LLC | 11,384 | $885.0K | 0.20% | −935−7.6% | Reduced |
| IMS Capital Management | 11,376 | $885.0K | 0.52% | −398−3.4% | Reduced |
| Commerzbank Aktiengesellschaft | 11,380 | $885.0K | 0.06% | +2,770+32.2% | Added |
| Psagot Investment House Ltd. | 11,387 | $886.0K | 0.03% | −64,745−85.0% | Reduced |
| Summit Wealth Partners, LLC | 11,440 | $889.7K | 0.21% | −49−0.4% | Reduced |
| Allen Capital Group, LLC | 11,462 | $891.0K | 0.18% | −58−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,452 | $891.0K | 0.16% | +1,410+14.0% | Added |
| Alaethes Wealth LLC | 11,488 | $893.0K | 0.69% | +51+0.4% | Added |
| Kiley Juergens Wealth Management, LLC | 11,488 | $893.0K | 0.41% | +11,488 | New |
| Covenant Partners, LLC | 11,522 | $896.0K | 0.34% | −2,306−16.7% | Reduced |
| Navellier & Associates Inc | 11,523 | $896.0K | 0.14% | −173−1.5% | Reduced |
| Global Trust Asset Management, LLC | 11,520 | $896.0K | 0.43% | +2,680+30.3% | Added |
| Occidental Asset Management, LLC | 11,552 | $898.0K | 0.24% | −35−0.3% | Reduced |
| Cascadia Advisory Services, LLC | 11,545 | $898.0K | 0.19% | +1,074+10.3% | Added |
| Stonnington Group, LLC | 11,545 | $902.0K | 0.20% | −2,645−18.6% | Reduced |
| Ellevest, Inc. | 11,640 | $905.0K | 0.09% | +2,276+24.3% | Added |
| KG&L Capital Management,LLC | 11,683 | $909.0K | 0.42% | −13,336−53.3% | Reduced |
| Schulhoff & Co Inc | 11,723 | $911.0K | 0.40% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 11,744 | $913.0K | 0.24% | +83+0.7% | Added |
| Apriem Advisors | 11,735 | $913.0K | 0.14% | +425+3.8% | Added |
| Redmond Asset Management, LLC | 11,769 | $915.0K | 0.27% | −821−6.5% | Reduced |
| Trustco Bank Corp N Y | 11,813 | $918.0K | 0.83% | −575−4.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 11,816 | $919.0K | 0.55% | +302+2.6% | Added |
| Charter Oak Capital Management, LLC | 11,847 | $921.0K | 0.12% | +6+0.1% | Added |
| Avidian Wealth Solutions, LLC | 11,885 | $924.0K | 0.07% | +2,878+32.0% | Added |
| Dillon & Associates Inc | 11,863 | $925.0K | 0.18% | −1,615−12.0% | Reduced |
| Roosevelt Investment Group LLC | 11,904 | $926.0K | 0.06% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 11,923 | $927.0K | 0.23% | +1,001+9.2% | Added |
| Security Asset Management | 11,934 | $928.0K | 0.37% | −1,029−7.9% | Reduced |
| Abacus Planning Group, Inc. | 11,942 | $929.0K | 0.28% | −157−1.3% | Reduced |
| VeraBank, N.A. | 11,995 | $932.0K | 0.55% | +656+5.8% | Added |
| AlphaCentric Advisors LLC | 12,000 | $933.0K | 0.25% | −2,500−17.2% | Reduced |
| P.A.W. Capital Corp | 12,000 | $933.0K | 0.80% | +1,500+14.3% | Added |
| StoneX Group Inc. | 11,910 | $934.0K | 0.14% | +869+7.9% | Added |
| Lakeview Capital Partners, LLC | 12,032 | $936.0K | 0.41% | +146+1.2% | Added |
| Eads & Heald Wealth Management | 12,091 | $940.0K | 0.46% | −85−0.7% | Reduced |
| InTrack Investment Management Inc | 12,050 | $941.0K | 0.74% | +1,050+9.5% | Added |
| Advisor OS, LLC | 12,093 | $941.0K | 0.20% | +2,003+19.9% | Added |
| Chicago Partners Investment Group LLC | 12,198 | $942.0K | 0.07% | −1,366−10.1% | Reduced |
| Signature Wealth Management Partners, LLC | 12,112 | $942.0K | 0.86% | +3,323+37.8% | Added |
| Clean Yield Group | 12,120 | $943.0K | 0.35% | +70+0.6% | Added |
| Bank Pictet & Cie (Asia) Ltd | 12,152 | $945.0K | 0.26% | +500+4.3% | Added |
| Weather Gauge Advisory, LLC | 12,180 | $947.0K | 1.10% | −177−1.4% | Reduced |
| Angeles Investment Advisors, LLC | 12,182 | $947.0K | 0.06% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 12,181 | $947.0K | 0.06% | +123+1.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 12,185 | $948.0K | 0.53% | −29−0.2% | Reduced |
| Doliver Advisors, LP | 12,187 | $948.0K | 0.31% | +866+7.6% | Added |
| Hemington Wealth Management | 12,202 | $949.0K | 0.40% | −262−2.1% | Reduced |
| Univest Financial Corp | 12,216 | $950.0K | 0.26% | +1,594+15.0% | Added |
| ACG Wealth | 12,251 | $953.0K | 0.12% | −1,922−13.6% | Reduced |
| Perkins Capital Management Inc | 12,275 | $955.0K | 0.54% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,399 | $964.0K | 0.67% | +776+6.7% | Added |