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 |
|---|---|---|---|---|---|
| Turim 21 Investimentos Ltda. | 1,200 | $93.0K | 0.03% | +1,200 | New |
| Ford Financial Group, LLC | 1,232 | $95.0K | 0.04% | +1,232 | New |
| West Financial Advisors, LLC | 1,236 | $96.0K | 0.03% | −350−22.1% | Reduced |
| Avion Wealth | 1,267 | $99.0K | 0.03% | +200+18.7% | Added |
| Pacitti Group Inc. | 1,279 | $99.0K | 0.06% | +800+167.0% | Added |
| Knott David M | 1,300 | $101.0K | 0.04% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,311 | $102.0K | 0.11% | +225+20.7% | Added |
| Pacific Center for Financial Services | 1,326 | $103.0K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 1,353 | $105.0K | 0.07% | +5+0.4% | Added |
| NewSquare Capital LLC | 1,381 | $107.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 1,374 | $107.0K | 0.05% | +1,374 | New |
| Riggs Asset Managment Co. Inc. | 1,403 | $109.0K | 0.03% | +132+10.4% | Added |
| Centerpoint Advisors, LLC | 1,417 | $110.0K | 0.05% | −150−9.6% | Reduced |
| Legacy Bridge, LLC | 1,436 | $112.0K | 0.06% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 1,459 | $113.0K | 0.07% | +200+15.9% | Added |
| Castleview Partners, LLC | 1,462 | $114.0K | 0.05% | +1,462 | New |
| Arcadia Investment Management Corp | 1,500 | $117.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 1,526 | $119.0K | 0.04% | +1,526 | New |
| Financial Perspectives, Inc | 1,553 | $120.8K | 0.06% | −118,168−98.7% | Reduced |
| Garde Capital, Inc. | 1,556 | $121.0K | 0.01% | −1,274−45.0% | Reduced |
| State of Wyoming | 1,589 | $124.0K | 0.08% | −1,049−39.8% | Reduced |
| Strategic Blueprint, LLC | 1,608 | $125.0K | 0.02% | +1,608 | New |
| Beck Bode, LLC | 1,602 | $125.0K | 0.03% | +1,602 | New |
| Newbridge Financial Services Group, Inc. | 1,629 | $127.0K | 0.08% | +204+14.3% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,695 | $132.0K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 1,704 | $133.0K | 0.20% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 1,741 | $135.0K | 0.08% | −2−0.1% | Reduced |
| Personal Wealth Partners | 1,745 | $136.0K | 0.05% | +1,745 | New |
| Bellevue Asset Management, LLC | 1,790 | $139.0K | 0.08% | −317−15.0% | Reduced |
| Lenox Wealth Advisors, LLC | 1,791 | $139.0K | 0.02% | +96+5.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,800 | $140.0K | 0.08% | −600−25.0% | Reduced |
| Cascade Investment Advisors, Inc. | 1,805 | $140.4K | 0.09% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,851 | $144.0K | 0.03% | −175−8.6% | Reduced |
| Perennial Advisors, LLC | 1,874 | $146.0K | 0.04% | −50−2.6% | Reduced |
| Truvestments Capital LLC | 1,960 | $152.0K | 0.08% | −1,966−50.1% | Reduced |
| Ade, LLC | 1,968 | $153.0K | 0.14% | +100+5.4% | Added |
| Horan Securities, Inc. | 2,008 | $156.0K | 0.11% | +1,062+112.3% | Added |
| Capital Advisors, Ltd. LLC | 2,052 | $160.0K | 0.03% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 2,068 | $160.8K | 0.10% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,084 | $162.0K | 0.13% | +2,084 | New |
| Blume Capital Management, Inc. | 2,100 | $163.0K | 0.06% | −207−9.0% | Reduced |
| Timber Creek Capital Management LLC | 2,105 | $163.0K | 0.05% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 2,092 | $163.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,114 | $164.0K | 0.09% | +50+2.4% | Added |
| Aspire Private Capital, LLC | 2,120 | $165.0K | 0.05% | −1,550−42.2% | Reduced |
| Aua Capital Management, LLC | 2,154 | $168.0K | 0.10% | +15+0.7% | Added |
| Evolution Wealth Advisors, LLC | 2,183 | $170.0K | 0.03% | −112−4.9% | Reduced |
| Elmwood Wealth Management, Inc. | 2,191 | $170.0K | 0.09% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 2,237 | $172.0K | 0.12% | +19+0.9% | Added |
| JJJ Advisors Inc. | 2,225 | $173.0K | 0.06% | −184−7.6% | Reduced |
| Rocky Mountain Advisers, LLC | 2,267 | $176.0K | 0.22% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2,285 | $177.0K | 0.00% | +2,285 | New |
| IAG Wealth Partners, LLC | 2,340 | $182.0K | 0.07% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,371 | $184.0K | 0.19% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2,406 | $187.0K | 0.06% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 2,503 | $195.0K | 0.13% | +41+1.7% | Added |
| KB Financial Partners, LLC | 2,526 | $196.0K | 0.07% | −180−6.7% | Reduced |
| ClariVest Asset Management LLC | 2,523 | $196.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,520 | $196.0K | 0.14% | +88+3.6% | Added |
| Lowe Wealth Advisors, LLC | 2,514 | $196.0K | 0.09% | +2,025+414.1% | Added |
| GPS Wealth Strategies Group, LLC | 2,529 | $197.0K | 0.05% | +176+7.5% | Added |
| Hills Bank & Trust Co | 2,559 | $199.0K | 0.03% | −2,776−52.0% | Reduced |
| Sage Private Wealth Group, LLC | 2,553 | $199.0K | 0.27% | +62+2.5% | Added |
| PVG Asset Management Corp | 2,580 | $200.6K | 0.62% | −6,001−69.9% | Reduced |
| Northwest Wealth Management, LLC | 2,579 | $201.0K | 0.11% | +2,579 | New |
| Sadoff Investment Management LLC | 2,597 | $202.0K | 0.01% | −1,100−29.8% | Reduced |
| Carderock Capital Management Inc | 2,601 | $202.0K | 0.06% | −350−11.9% | Reduced |
| NWK Group, Inc. | 2,600 | $202.0K | 0.08% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 2,608 | $203.0K | 0.00% | −45,380−94.6% | Reduced |
| Osborne Partners Capital Management, LLC | 2,613 | $203.0K | 0.02% | −492−15.8% | Reduced |
| Selective Wealth Management, Inc. | 2,617 | $204.0K | 0.16% | +444+20.4% | Added |
| N.E.W. Advisory Services LLC | 2,612 | $204.0K | 0.03% | +2,612 | New |
| Hanlon Investment Management, Inc. | 2,636 | $205.0K | 0.04% | +3+0.1% | Added |
| Coastal Capital Group, Inc. | 2,641 | $205.0K | 0.05% | +13+0.5% | Added |
| Eagle Bay Advisors LLC | 2,577 | $205.0K | 0.16% | +2,577 | New |
| Stelac Advisory Services LLC | 2,646 | $206.0K | 0.05% | −4,630−63.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,645 | $206.0K | 0.09% | −415−13.6% | Reduced |
| Wallington Asset Management, LLC | 2,656 | $207.0K | 0.04% | −110−4.0% | Reduced |
| Mraz, Amerine & Associates, Inc. | 2,666 | $207.0K | 0.06% | +60+2.3% | Added |
| Hohimer Wealth Management, LLC | 2,672 | $208.0K | 0.04% | −354−11.7% | Reduced |
| Triton Wealth Management, PLLC | 2,718 | $208.0K | 0.12% | +2,718 | New |
| Smith Shellnut Wilson LLC | 2,687 | $209.0K | 0.12% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 2,683 | $209.0K | 0.04% | 00.0% | Unchanged |
| Tamar Securities, LLC | 2,692 | $209.0K | 0.08% | +56+2.1% | Added |
| MBM Wealth Consultants, LLC | 2,695 | $210.0K | 0.10% | 00.0% | Unchanged |
| Titus Wealth Management | 2,709 | $211.0K | 0.11% | −51−1.8% | Reduced |
| Avestar Capital, LLC | 2,697 | $211.0K | 0.04% | +34+1.3% | Added |
| Randolph Co Inc | 2,726 | $212.0K | 0.03% | −229,866−98.8% | Reduced |
| Towerpoint Wealth, LLC | 2,727 | $212.0K | 0.11% | −79−2.8% | Reduced |
| Enterprise Bank & Trust Co | 2,732 | $212.0K | 0.08% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 2,731 | $212.0K | 0.08% | 00.0% | Unchanged |
| Consolidated Planning Corp | 2,745 | $213.0K | 0.16% | −165−5.7% | Reduced |
| Requisite Capital Management, LLC | 2,741 | $215.0K | 0.04% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 2,773 | $216.0K | 0.08% | −198−6.7% | Reduced |
| TD Capital Management LLC | 2,781 | $216.0K | 0.03% | +5+0.2% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 2,795 | $217.0K | 0.06% | −288−9.3% | Reduced |
| Vivid Financial Management, Inc. | 2,786 | $217.0K | 0.09% | −216−7.2% | Reduced |
| TriaGen Wealth Management LLC | 2,818 | $217.0K | 0.11% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,794 | $217.0K | 0.05% | 00.0% | Unchanged |
| swisspartners Advisors Ltd | 2,790 | $217.0K | 0.17% | +2,790 | New |