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 |
|---|---|---|---|---|---|
| Budros, Ruhlin & Roe, Inc. | 44,835 | $3.49M | 0.38% | +3,225+7.8% | Added |
| Keeler Thomas Management LLC | 44,988 | $3.50M | 1.71% | −2,380−5.0% | Reduced |
| Level Four Advisory Services, LLC | 44,978 | $3.50M | 0.24% | +6,587+17.2% | Added |
| Hudson Bay Capital Management LP | 45,000 | $3.50M | 0.04% | +45,000 | New |
| Poehling Capital Management, LLC | 45,050 | $3.50M | 1.12% | +1,677+3.9% | Added |
| Cox Capital Mgt LLC | 45,145 | $3.51M | 2.35% | +2,094+4.9% | Added |
| Leavell Investment Management, Inc. | 45,181 | $3.51M | 0.29% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 45,204 | $3.52M | 0.72% | +377+0.8% | Added |
| Nan Fung Trinity (HK) Ltd | 45,450 | $3.53M | 0.74% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 45,669 | $3.54M | 0.71% | −4,125−8.3% | Reduced |
| J.W. Cole Advisors, Inc. | 45,680 | $3.55M | 0.28% | +6,273+15.9% | Added |
| Red Spruce Capital, LLC | 45,721 | $3.56M | 2.10% | +1,857+4.2% | Added |
| IndexIQ Advisors LLC | 45,742 | $3.56M | 0.12% | +1,319+3.0% | Added |
| Hartford Financial Management Inc. | 45,779 | $3.56M | 0.88% | +2,215+5.1% | Added |
| Sound View Wealth Advisors Group, LLC | 46,028 | $3.58M | 0.75% | −3,195−6.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 46,112 | $3.59M | 0.14% | −79,696−63.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 46,172 | $3.59M | 1.25% | +41,077+806.2% | Added |
| Abbrea Capital, LLC | 46,221 | $3.62M | 0.54% | +686+1.5% | Added |
| Coastline Trust Co | 46,720 | $3.63M | 0.45% | −790−1.7% | Reduced |
| Mid Atlantic Financial Management Inc | 46,864 | $3.65M | 0.25% | −2,160−4.4% | Reduced |
| Greylin Investment Mangement Inc | 46,890 | $3.65M | 0.71% | +100.0% | Added |
| WealthTrust Axiom LLC | 46,938 | $3.65M | 1.17% | +600+1.3% | Added |
| Clough Capital Partners L P | 47,000 | $3.65M | 0.20% | −183,300−79.6% | Reduced |
| Rowland & Co Investment Counsel | 47,117 | $3.66M | 0.90% | +55+0.1% | Added |
| Marathon Capital Management | 47,304 | $3.68M | 0.85% | +34,115+258.7% | Added |
| Homrich & Berg | 47,345 | $3.68M | 0.09% | +2,733+6.1% | Added |
| Lehman & Derafelo Financial Resources LLC | 47,360 | $3.68M | 1.01% | −748−1.6% | Reduced |
| Boenning & Scattergood, Inc. | 47,414 | $3.69M | 0.64% | −896−1.9% | Reduced |
| Comerica Securities,inc. | 47,257 | $3.71M | 0.28% | −12,193−20.5% | Reduced |
| Great Valley Advisor Group, Inc. | 47,984 | $3.72M | 0.27% | −313−0.6% | Reduced |
| Ninety One SA (PTY) Ltd | 47,777 | $3.72M | 1.36% | +20,291+73.8% | Added |
| Brooks, Moore & Associates, Inc. | 48,012 | $3.73M | 2.38% | +6,272+15.0% | Added |
| First Financial Bank - Trust Division | 48,028 | $3.73M | 0.41% | −1,879−3.8% | Reduced |
| Alerus Financial NA | 48,129 | $3.74M | 0.38% | +3,203+7.1% | Added |
| Sandy Spring Bank | 48,184 | $3.75M | 0.20% | −912−1.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 48,338 | $3.76M | 1.24% | −335−0.7% | Reduced |
| PKO Investment Management Joint-Stock Co | 48,382 | $3.76M | 0.47% | +25,519+111.6% | Added |
| Independent Advisor Alliance | 48,433 | $3.77M | 0.21% | +9,869+25.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 48,756 | $3.79M | 2.40% | +247+0.5% | Added |
| Sompo Asset Management Co., Ltd. | 48,810 | $3.80M | 0.78% | +13,320+37.5% | Added |
| Telos Capital Management, Inc. | 48,917 | $3.80M | 0.50% | −1,446−2.9% | Reduced |
| Cadence Bank NA | 49,084 | $3.82M | 1.14% | −440−0.9% | Reduced |
| Citizens National Bank Trust Department | 49,370 | $3.84M | 1.10% | +7,710+18.5% | Added |
| Jag Capital Management, LLC | 49,826 | $3.88M | 0.30% | +40+0.1% | Added |
| Conning Inc. | 49,915 | $3.88M | 0.11% | −3,819−7.1% | Reduced |
| Stratos Wealth Advisors, LLC | 49,957 | $3.88M | 0.34% | +5,351+12.0% | Added |
| HighTower Trust Services, LTA | 50,016 | $3.89M | 0.48% | −7,471−13.0% | Reduced |
| Philadelphia Trust Co | 50,097 | $3.90M | 0.27% | −1,101−2.2% | Reduced |
| Baugh & Associates, LLC | 50,114 | $3.90M | 2.42% | −460−0.9% | Reduced |
| Arrow Financial Corp | 50,247 | $3.91M | 0.50% | −8,822−14.9% | Reduced |
| Clear Street Markets LLC | 50,274 | $3.91M | 0.83% | −7,626−13.2% | Reduced |
| Stokes Capital Advisors, LLC | 50,371 | $3.92M | 1.28% | +1,858+3.8% | Added |
| Caldwell Trust Co | 50,483 | $3.93M | 0.51% | +2,469+5.1% | Added |
| Pensionfund Sabic | 50,500 | $3.93M | 0.84% | +1,500+3.1% | Added |
| Raab & Moskowitz Asset Management LLC | 50,562 | $3.93M | 1.44% | +2,922+6.1% | Added |
| Valeo Financial Advisors, LLC | 69,340 | $3.94M | 0.24% | +5,878+9.3% | Added |
| Jacobi Capital Management LLC | 50,739 | $3.95M | 0.52% | +5,107+11.2% | Added |
| DF Dent & Co Inc | 50,794 | $3.95M | 0.04% | −117−0.2% | Reduced |
| Ropes Wealth Advisors LLC | 50,798 | $3.95M | 0.63% | +3,352+7.1% | Added |
| Hendley & Co Inc | 50,989 | $3.96M | 1.33% | −200−0.4% | Reduced |
| North Star Investment Management Corp. | 51,228 | $3.98M | 0.32% | +8,741+20.6% | Added |
| SevenBridge Financial Group, LLC | 51,256 | $3.99M | 1.30% | +1,809+3.7% | Added |
| Claybrook Capital, LLC | 51,256 | $3.99M | 1.30% | +31,756+162.9% | Added |
| Glenview State Bank Trust Dept. | 51,559 | $4.01M | 1.23% | +600+1.2% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 51,708 | $4.02M | 1.44% | +6,630+14.7% | Added |
| Roundview Capital LLC | 51,886 | $4.04M | 0.45% | −779−1.5% | Reduced |
| Wendell David Associates Inc | 51,902 | $4.04M | 0.45% | −225−0.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 51,900 | $4.04M | 1.03% | +1,060+2.1% | Added |
| Cypress Capital Group | 52,242 | $4.06M | 0.55% | −240.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 52,300 | $4.07M | 1.33% | −2,523−4.6% | Reduced |
| SeaCrest Wealth Management, LLC | 52,291 | $4.07M | 0.49% | +8,339+19.0% | Added |
| Fort Sheridan Advisors LLC | 52,385 | $4.07M | 1.36% | +8,420+19.2% | Added |
| Richard Bernstein Advisors LLC | 52,515 | $4.08M | 0.08% | 00.0% | Unchanged |
| Rossmore Private Capital | 52,556 | $4.09M | 0.70% | −130.0% | Reduced |
| Investment Management of Virginia LLC | 52,862 | $4.11M | 0.79% | +491+0.9% | Added |
| Newman Dignan & Sheerar, Inc. | 52,920 | $4.12M | 1.40% | +456+0.9% | Added |
| Kistler-Tiffany Companies, LLC | 53,128 | $4.13M | 0.95% | +361+0.7% | Added |
| Allstate Corp | 53,210 | $4.14M | 0.14% | +525+1.0% | Added |
| Annex Advisory Services, LLC | 53,326 | $4.14M | 0.34% | +5,023+10.4% | Added |
| Intersect Capital LLC | 53,340 | $4.15M | 0.73% | −1,472−2.7% | Reduced |
| Exane Derivatives | 53,478 | $4.15M | 0.97% | +2,036+4.0% | Added |
| Flputnam Investment Management Co | 53,399 | $4.15M | 0.14% | +792+1.5% | Added |
| Busey Wealth Management | 53,518 | $4.16M | 0.19% | −25,786−32.5% | Reduced |
| Capital International Sarl | 53,580 | $4.17M | 0.36% | −3,533−6.2% | Reduced |
| Frontier Wealth Management LLC | 53,677 | $4.17M | 0.29% | +33,494+166.0% | Added |
| Costello Asset Management, INC | 54,273 | $4.22M | 2.77% | −14,849−21.5% | Reduced |
| HighPoint Advisor Group LLC | 54,294 | $4.22M | 0.43% | +7,809+16.8% | Added |
| Reynders McVeigh Capital Management, LLC | 54,435 | $4.23M | 0.26% | −10,849−16.6% | Reduced |
| Sumitomo Life Insurance Co | 54,710 | $4.25M | 0.14% | −7,056−11.4% | Reduced |
| Jackson Wealth Management, LLC | 54,909 | $4.27M | 0.54% | +160+0.3% | Added |
| Hayden Royal, LLC | 54,494 | $4.27M | 2.35% | −982−1.8% | Reduced |
| Bluefin Capital Management, LLC | 55,121 | $4.29M | 0.30% | +44,916+440.1% | Added |
| PFS Investments Inc. | 55,015 | $4.29M | 0.10% | −608−1.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 55,285 | $4.30M | 0.97% | +3,293+6.3% | Added |
| Chemung Canal Trust Co | 55,462 | $4.31M | 0.82% | −2,487−4.3% | Reduced |
| Cypress Asset Management Inc | 55,512 | $4.32M | 1.11% | −2,807−4.8% | Reduced |
| FRG Family Wealth Advisors LLC | 55,683 | $4.33M | 0.82% | +1,450+2.7% | Added |
| Boston Financial Mangement LLC | 55,797 | $4.34M | 0.18% | +215+0.4% | Added |
| Montgomery Investment Management Inc | 55,832 | $4.34M | 1.61% | −1,200−2.1% | Reduced |
| Sepio Capital, LP | 55,950 | $4.35M | 0.36% | −6,236−10.0% | Reduced |