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 | 3,501 | $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, 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 |
|---|---|---|---|---|---|
| Hayek Kallen Investment Management | 25,456 | $1.98M | 0.83% | +360+1.4% | Added |
| Intrust Bank NA | 25,450 | $1.98M | 0.27% | +2,841+12.6% | Added |
| Morse Asset Management, Inc | 25,500 | $1.98M | 0.48% | −1,000−3.8% | Reduced |
| Northern Oak Wealth Management Inc | 25,537 | $1.99M | 0.24% | +4,772+23.0% | Added |
| PFG Advisors | 25,559 | $1.99M | 0.23% | +4,444+21.0% | Added |
| Journey Advisory Group, LLC | 25,623 | $1.99M | 0.63% | +55+0.2% | Added |
| TCG Advisory Services, LLC | 25,639 | $1.99M | 0.54% | +2,518+10.9% | Added |
| Werlinich Asset Management, LLC | 25,695 | $2.00M | 1.61% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 25,737 | $2.00M | 0.15% | +2,532+10.9% | Added |
| Wescott Financial Advisory Group, LLC | 25,611 | $2.01M | 1.18% | −229−0.9% | Reduced |
| McDonald Partners LLC | 25,911 | $2.02M | 0.48% | −1,709−6.2% | Reduced |
| Rehmann Capital Advisory Group | 25,918 | $2.02M | 0.19% | −1,332−4.9% | Reduced |
| Sentry Investment Management LLC | 25,972 | $2.02M | 0.51% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 25,983 | $2.02M | 0.30% | +1,720+7.1% | Added |
| Wealthquest Corp | 26,042 | $2.02M | 0.35% | +2,828+12.2% | Added |
| Riverview Trust Co | 26,045 | $2.03M | 2.14% | −46−0.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 26,081 | $2.03M | 0.59% | +2,634+11.2% | Added |
| Emfo, LLC | 26,081 | $2.03M | 1.77% | +26,081 | New |
| Convergence Investment Partners, LLC | 26,199 | $2.04M | 0.88% | +5,901+29.1% | Added |
| Webster Bank, N. A. | 26,369 | $2.05M | 0.22% | −1,283−4.6% | Reduced |
| Fulcrum Asset Management LLP | – | $2.06M | 0.86% | – | – |
| Cliftonlarsonallen Wealth Advisors, LLC | 26,700 | $2.08M | 0.09% | −552−2.0% | Reduced |
| BerganKDV Wealth Management, LLC | 26,822 | $2.09M | 0.25% | +660+2.5% | Added |
| Somerville Kurt F | 26,839 | $2.09M | 0.31% | −300−1.1% | Reduced |
| Schnieders Capital Management LLC | 26,855 | $2.09M | 0.57% | +808+3.1% | Added |
| Altium Wealth Management LLC | 26,975 | $2.10M | 0.15% | −4,328−13.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 27,021 | $2.10M | 0.40% | +2,316+9.4% | Added |
| Csenge Advisory Group | 26,985 | $2.10M | 0.19% | +10,509+63.8% | Added |
| CPWM, LLC | 27,116 | $2.11M | 0.16% | +627+2.4% | Added |
| Western Wealth Management, LLC | 27,145 | $2.11M | 0.22% | +6,239+29.8% | Added |
| Duff & Phelps Investment Management Co | 27,203 | $2.12M | 0.03% | −2,460−8.3% | Reduced |
| Wright Investors Service Inc | 27,236 | $2.12M | 0.57% | +824+3.1% | Added |
| Meiji Yasuda Life Insurance Co | 27,246 | $2.12M | 0.04% | −6,818−20.0% | Reduced |
| Fred Alger Management, LLC | 27,241 | $2.12M | 0.01% | 00.0% | Unchanged |
| Heritage Way Advisors, LLC | 27,277 | $2.12M | 0.87% | −1,848−6.3% | Reduced |
| Asset Dedication, LLC | 27,343 | $2.12M | 0.32% | +8,179+42.7% | Added |
| Curbstone Financial Management Corp | 27,364 | $2.13M | 0.40% | +772+2.9% | Added |
| Hudson Value Partners, LLC | 27,410 | $2.13M | 1.18% | +2,538+10.2% | Added |
| Chilton Investment Co LLC | 27,445 | $2.13M | 0.05% | −104,848−79.3% | Reduced |
| Founders Capital Management | 27,440 | $2.13M | 1.39% | +485+1.8% | Added |
| Westwood Holdings Group Inc. | 27,458 | $2.13M | 0.02% | +2,707+10.9% | Added |
| Peoples Financial Services Corp. | 27,475 | $2.14M | 0.90% | +835+3.1% | Added |
| Blue Chip Partners, Inc. | 27,503 | $2.14M | 0.31% | −1,162−4.1% | Reduced |
| Headinvest, LLC | 27,521 | $2.14M | 0.41% | +183+0.7% | Added |
| Hanson & Doremus Investment Management | 26,060 | $2.16M | 0.65% | −11,458−30.5% | Reduced |
| Nixon Peabody Trust Co | 27,811 | $2.16M | 0.83% | −98−0.4% | Reduced |
| Meritage Portfolio Management | 27,813 | $2.16M | 0.13% | +25,154+946.0% | Added |
| Resource Management, LLC | 27,840 | $2.17M | 0.25% | +51+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 27,988 | $2.18M | 0.32% | −3,766−11.9% | Reduced |
| New England Research & Management, Inc. | 28,018 | $2.18M | 1.13% | −3,803−12.0% | Reduced |
| Welch Group, LLC | 28,069 | $2.18M | 0.15% | +101+0.4% | Added |
| Harbour Investments, Inc. | 28,079 | $2.18M | 0.07% | +796+2.9% | Added |
| Checchi Capital Advisers, LLC | 28,141 | $2.19M | 0.27% | −806−2.8% | Reduced |
| BBVA USA | 28,295 | $2.20M | 0.12% | +28,295 | New |
| Graypoint LLC | 28,319 | $2.20M | 0.29% | +90+0.3% | Added |
| City Holding Co | 28,459 | $2.21M | 0.39% | −5,038−15.0% | Reduced |
| Marino, Stram & Associates LLC | 28,493 | $2.22M | 0.58% | −6,068−17.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 28,493 | $2.22M | 0.58% | +467+1.7% | Added |
| Modera Wealth Management, LLC | 28,622 | $2.23M | 0.12% | +77+0.3% | Added |
| Janney Capital Management LLC | 28,623 | $2.23M | 0.14% | +236+0.8% | Added |
| Security National Trust Co | 28,725 | $2.23M | 0.50% | +218+0.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,007 | $2.24M | 0.06% | −2,781−23.6% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 28,829 | $2.24M | 1.22% | +85+0.3% | Added |
| WC Walker & Associates, Inc. | 28,560 | $2.25M | 1.18% | +1,709+6.4% | Added |
| South State Corp. | 28,887 | $2.25M | 0.19% | −1,777−5.8% | Reduced |
| Private Management Group Inc | 28,915 | $2.25M | 0.10% | +10,000+52.9% | Added |
| Red Door Wealth Management, LLC | 28,965 | $2.25M | 0.88% | +5,806+25.1% | Added |
| Hodges Capital Management Inc. | 29,006 | $2.26M | 0.25% | −7,102−19.7% | Reduced |
| Waldron Private Wealth LLC | 28,798 | $2.26M | 0.14% | +2,470+9.4% | Added |
| Plimoth Trust Co LLC | 29,052 | $2.26M | 0.63% | −2,168−6.9% | Reduced |
| V Wealth Advisors LLC | 29,040 | $2.26M | 0.36% | +2,489+9.4% | Added |
| Stolper Co | 29,101 | $2.26M | 1.07% | +5,723+24.5% | Added |
| Hall Laurie J Trustee | 29,200 | $2.27M | 0.86% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 29,220 | $2.27M | 0.74% | +8,714+42.5% | Added |
| Essex Financial Services, Inc. | 29,484 | $2.27M | 0.33% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 29,254 | $2.27M | 0.30% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 29,313 | $2.28M | 2.05% | +90.0% | Added |
| Claraphi Advisory Network, LLC | 29,336 | $2.28M | 0.69% | +940+3.3% | Added |
| Hilltop Holdings Inc. | 29,353 | $2.28M | 0.26% | +1,669+6.0% | Added |
| McMillion Capital Management Inc | 29,369 | $2.28M | 1.24% | −1,839−5.9% | Reduced |
| Regis Management CO LLC | 29,368 | $2.28M | 0.39% | −71−0.2% | Reduced |
| First PREMIER Bank | 29,479 | $2.29M | 0.66% | +1,180+4.2% | Added |
| Grove Bank & Trust | 29,495 | $2.29M | 0.50% | +1,165+4.1% | Added |
| Signaturefd, LLC | 29,536 | $2.30M | 0.09% | −259−0.9% | Reduced |
| Boyd Watterson Asset Management LLC | 29,537 | $2.30M | 0.93% | +576+2.0% | Added |
| Brandywine Oak Private Wealth LLC | 29,581 | $2.30M | 0.27% | +10,829+57.7% | Added |
| Jupiter Wealth Management LLC | 30,500 | $2.30M | 1.10% | +15,400+102.0% | Added |
| First City Capital Management, Inc. | 30,392 | $2.31M | 1.27% | +2,856+10.4% | Added |
| Equitable Holdings, Inc. | 29,824 | $2.32M | 0.04% | +4,782+19.1% | Added |
| BFSG, LLC | 29,829 | $2.32M | 0.42% | −2,997−9.1% | Reduced |
| Cubic Asset Management, LLC | 29,837 | $2.32M | 0.57% | +3,908+15.1% | Added |
| Carnegie Capital Asset Management, LLC | 29,873 | $2.32M | 0.09% | +1,931+6.9% | Added |
| Shepherd Financial Partners LLC | 29,925 | $2.33M | 0.44% | +4,298+16.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 29,949 | $2.33M | 0.78% | +1,714+6.1% | Added |
| Aries Wealth Management | 29,996 | $2.33M | 1.00% | +121+0.4% | Added |
| Allegheny Financial Group LTD | 30,026 | $2.33M | 1.06% | −1,397−4.4% | Reduced |
| Trustcore Financial Services, LLC | 30,054 | $2.34M | 0.25% | −553−1.8% | Reduced |
| Fortem Financial Group, LLC | 30,045 | $2.34M | 1.18% | +14,017+87.5% | Added |
| Prestige Wealth Management Group LLC | 30,126 | $2.34M | 0.62% | +1,350+4.7% | Added |
| Arete Wealth Advisors, LLC | 32,288 | $2.35M | 0.33% | −256−0.8% | Reduced |