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 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 30,221 | $2.35M | 0.69% | −938−3.0% | Reduced |
| PRW Wealth Management LLC | 30,221 | $2.35M | 0.69% | +30,221 | New |
| Empirical Finance, LLC | 30,243 | $2.35M | 0.38% | +4,296+16.6% | Added |
| Essex Savings Bank | 31,049 | $2.36M | 0.91% | +84+0.3% | Added |
| HBK Investments L P | 30,313 | $2.36M | 0.02% | +14,458+91.2% | Added |
| Smithfield Trust Co | 30,329 | $2.36M | 0.16% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 30,339 | $2.36M | 0.73% | +39+0.1% | Added |
| Capital Investment Advisory Services, LLC | 30,353 | $2.36M | 0.30% | −793−2.5% | Reduced |
| Secure Asset Management, LLC | 30,420 | $2.37M | 1.20% | +612+2.1% | Added |
| Advisory Resource Group | 30,529 | $2.37M | 0.95% | +6,352+26.3% | Added |
| American Portfolios Advisors | 30,527 | $2.37M | 0.09% | +2,361+8.4% | Added |
| Ballentine Partners, LLC | 30,563 | $2.38M | 0.08% | −1,146−3.6% | Reduced |
| Spinnaker Trust | 30,612 | $2.38M | 0.17% | −1,169−3.7% | Reduced |
| Moreno Evelyn V | 30,626 | $2.38M | 0.56% | +175+0.6% | Added |
| Watchman Group, Inc. | 30,679 | $2.39M | 1.39% | −1,306−4.1% | Reduced |
| DAGCO, Inc. | 30,705 | $2.39M | 1.06% | −2,428−7.3% | Reduced |
| DT Investment Partners, LLC | 30,900 | $2.40M | 0.33% | −15,970−34.1% | Reduced |
| CX Institutional | 30,916 | $2.40M | 0.20% | −19,846−39.1% | Reduced |
| Strategy Asset Managers LLC | 30,966 | $2.41M | 0.51% | −82,660−72.7% | Reduced |
| Wade G W & Inc | 30,999 | $2.41M | 0.12% | −577−1.8% | Reduced |
| Westover Capital Advisors, LLC | 31,002 | $2.41M | 0.77% | +4,678+17.8% | Added |
| Harbor Advisory Corp | 31,058 | $2.42M | 1.09% | +20,360+190.3% | Added |
| Family Legacy, Inc. | 31,714 | $2.43M | 1.08% | +67+0.2% | Added |
| AIMZ Investment Advisors, LLC | 31,208 | $2.43M | 1.09% | +351+1.1% | Added |
| Mechanics Bank Trust Department | 31,391 | $2.44M | 0.40% | +45+0.1% | Added |
| M Holdings Securities, Inc. | 31,465 | $2.45M | 0.24% | −458−1.4% | Reduced |
| Ogorek Anthony Joseph | 31,543 | $2.45M | 1.10% | +911+3.0% | Added |
| Uncommon Cents Investing LLC | 31,710 | $2.47M | 0.99% | +870+2.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $2.47M | 0.69% | 00.0% | Unchanged |
| MD Financial Management Inc. | 31,937 | $2.48M | 0.07% | −3,531−10.0% | Reduced |
| CCLA Investment Management Ltd | 31,946 | $2.48M | 0.04% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 32,146 | $2.50M | 0.18% | +3,170+10.9% | Added |
| Fma Advisory Inc | 32,239 | $2.51M | 0.93% | −144−0.4% | Reduced |
| Belpointe Asset Management LLC | 32,311 | $2.51M | 0.18% | +2,732+9.2% | Added |
| Buckingham Capital Management, Inc. | 32,417 | $2.52M | 0.41% | −6,843−17.4% | Reduced |
| Wealth Alliance | 32,553 | $2.53M | 0.60% | +8,004+32.6% | Added |
| Truehand, Inc | 32,598 | $2.54M | 1.49% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 32,425 | $2.54M | 0.37% | +21,496+196.7% | Added |
| Leelyn Smith, LLC | 32,715 | $2.54M | 0.75% | +4,796+17.2% | Added |
| Jaffetilchin Investment Partners, LLC | 32,031 | $2.55M | 0.18% | +11,633+57.0% | Added |
| BigSur Wealth Management LLC | 32,495 | $2.55M | 1.15% | −1,300−3.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 33,156 | $2.55M | 0.71% | +3,160+10.5% | Added |
| Boothbay Fund Management, LLC | 32,903 | $2.56M | 0.11% | −62,595−65.5% | Reduced |
| Pegasus Asset Management, Inc. | 32,958 | $2.56M | 1.20% | +296+0.9% | Added |
| Affinity Investment Advisors, LLC | 32,973 | $2.56M | 1.16% | −11,768−26.3% | Reduced |
| AMG National Trust Bank | 32,989 | $2.57M | 0.08% | +203+0.6% | Added |
| Citizens Financial Group Inc | 32,995 | $2.57M | 0.11% | +4,076+14.1% | Added |
| EagleClaw Capital Managment, LLC | 33,037 | $2.57M | 0.66% | +1,825+5.8% | Added |
| Hudock, Inc. | 33,076 | $2.57M | 0.76% | +87+0.3% | Added |
| Mayflower Financial Advisors, LLC | 33,190 | $2.58M | 0.36% | +4,987+17.7% | Added |
| First Midwest Bank Trust Division | 33,216 | $2.58M | 0.35% | −1,461−4.2% | Reduced |
| Wafra Inc. | 33,264 | $2.59M | 0.10% | +3,512+11.8% | Added |
| Harbour Capital Advisors, LLC | 33,278 | $2.59M | 0.69% | +573+1.8% | Added |
| Legacy Private Trust Co. | 33,329 | $2.59M | 0.22% | −3,718−10.0% | Reduced |
| Ieq Capital, LLC | 33,749 | $2.62M | 0.08% | +8,639+34.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 33,747 | $2.63M | 0.62% | +988+3.0% | Added |
| Simplex Trading, LLC | 33,780 | $2.63M | 0.09% | +33,780 | New |
| Savant Capital, LLC | 33,882 | $2.63M | 0.11% | +191+0.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $2.64M | 0.86% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 34,015 | $2.65M | 0.33% | −38,818−53.3% | Reduced |
| Alaska Permanent Fund Corp | 34,100 | $2.65M | 0.05% | +34,100 | New |
| Altfest L J & Co Inc | 34,132 | $2.65M | 0.57% | +3,924+13.0% | Added |
| Mirova | 34,163 | $2.66M | 0.32% | +1,514+4.6% | Added |
| Dean Investment Associates, LLC | 34,181 | $2.66M | 0.49% | +986+3.0% | Added |
| Nachman Norwood & Parrott, Inc | 33,912 | $2.66M | 0.27% | −352−1.0% | Reduced |
| We Are One Seven, LLC | 34,219 | $2.66M | 0.37% | +8,169+31.4% | Added |
| Pitcairn Co | 34,241 | $2.66M | 0.18% | +429+1.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 34,250 | $2.66M | 1.30% | −6,763−16.5% | Reduced |
| EP Wealth Advisors, LLC | 34,395 | $2.67M | 0.07% | −13,103−27.6% | Reduced |
| Bailard, Inc. | 34,605 | $2.69M | 0.09% | −72,097−67.6% | Reduced |
| Chelsea Counsel Co | 34,597 | $2.69M | 1.24% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 34,621 | $2.69M | 0.26% | −38,258−52.5% | Reduced |
| Silvant Capital Management LLC | 34,421 | $2.70M | 0.43% | −907−2.6% | Reduced |
| BKD Wealth Advisors, LLC | 34,750 | $2.70M | 0.13% | −855−2.4% | Reduced |
| Holderness Investments Co | 34,778 | $2.71M | 0.89% | +1,097+3.3% | Added |
| Patton Albertson Miller Group, LLC | 34,863 | $2.71M | 0.62% | −2,457−6.6% | Reduced |
| SNS Financial Group, LLC | 35,075 | $2.73M | 0.36% | +1,645+4.9% | Added |
| Proequities, Inc. | 34,833 | $2.73M | 0.17% | +451+1.3% | Added |
| Capital Planning Advisors, LLC | 35,138 | $2.73M | 0.56% | −3,400−8.8% | Reduced |
| Meridian Wealth Advisors, LLC | 35,211 | $2.74M | 0.78% | +4,809+15.8% | Added |
| Resources Investment Advisors, LLC. | 35,473 | $2.76M | 0.11% | +2,971+9.1% | Added |
| CAPROCK Group, Inc. | 35,284 | $2.77M | 0.25% | +4,993+16.5% | Added |
| Enterprise Trust & Investment Co | 35,725 | $2.78M | 1.14% | −100−0.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 35,753 | $2.78M | 0.06% | −1,601−4.3% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 35,765 | $2.78M | 1.98% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 35,899 | $2.79M | 0.96% | −1,833−4.9% | Reduced |
| Gladstone Institutional Advisory LLC | 36,022 | $2.80M | 0.34% | +6,233+20.9% | Added |
| Brandywine Global Investment Management, LLC | 36,052 | $2.80M | 0.02% | −3,364−8.5% | Reduced |
| Bennicas & Associates, Inc. | 36,100 | $2.81M | 1.54% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 36,119 | $2.81M | 0.22% | −515−1.4% | Reduced |
| TSP Capital Management Group, LLC | – | $2.81M | 0.92% | – | – |
| Pettee Investors, Inc. | 36,151 | $2.81M | 1.32% | −492−1.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 36,170 | $2.81M | 0.27% | −4,305−10.6% | Reduced |
| Foster & Motley Inc | 36,372 | $2.83M | 0.24% | −4,809−11.7% | Reduced |
| Jupiter Asset Management Ltd | 36,453 | $2.83M | 0.03% | −522,891−93.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 36,452 | $2.83M | 0.92% | +12,533+52.4% | Added |
| Horan Capital Advisors, LLC. | 36,608 | $2.85M | 1.28% | +2,072+6.0% | Added |
| Sand Hill Global Advisors, LLC | 36,640 | $2.85M | 0.17% | +534+1.5% | Added |
| Asio Capital, LLC | 36,672 | $2.85M | 1.01% | +3,755+11.4% | Added |
| Two Sigma Securities, LLC | 36,683 | $2.85M | 0.71% | +32,066+694.5% | Added |