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 |
|---|---|---|---|---|---|
| Valicenti Advisory Services Inc | 2,806 | $218.0K | 0.06% | −108−3.7% | Reduced |
| JFG Wealth Management, LLC | 2,819 | $219.0K | 0.10% | +2,819 | New |
| Blue Square Asset Management, LLC | 2,832 | $220.0K | 0.14% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 2,823 | $220.0K | 0.14% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,830 | $220.0K | 0.09% | +23+0.8% | Added |
| Mayfair Advisory Group, LLC | 2,825 | $220.0K | 0.35% | +50+1.8% | Added |
| Autus Asset Management, LLC | 2,831 | $221.0K | 0.02% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 2,841 | $221.0K | 0.18% | +53+1.9% | Added |
| Jackson Square Capital, LLC | 2,864 | $223.0K | 0.07% | −5,051−63.8% | Reduced |
| Tradition Wealth Management, LLC | 2,869 | $223.0K | 0.03% | −132−4.4% | Reduced |
| Mount Vernon Associates Inc | 2,870 | $223.0K | 0.20% | 00.0% | Unchanged |
| First Long Island Investors, LLC | 2,878 | $224.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Management LLC | 2,880 | $224.0K | 0.10% | +224+8.4% | Added |
| Exchange Traded Concepts, LLC | 2,894 | $225.0K | 0.01% | −128,696−97.8% | Reduced |
| Reik & Co., LLC | 2,889 | $225.0K | 0.06% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 2,900 | $225.0K | 0.02% | 00.0% | Unchanged |
| Johanson Financial Advisors, Inc. | 2,893 | $225.0K | 0.08% | +15+0.5% | Added |
| Future Financial Wealth Managment LLC | 2,906 | $226.0K | 0.23% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 2,900 | $226.0K | 0.13% | +2,900 | New |
| Campbell Wealth Management | 2,921 | $227.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,918 | $227.0K | 0.05% | +406+16.2% | Added |
| McLean Asset Management Corp | 2,922 | $228.0K | 0.10% | −174−5.6% | Reduced |
| Newport Wealth Strategies, Inc. | 2,940 | $229.0K | 0.13% | −200−6.4% | Reduced |
| TruWealth Advisors, LLC | 2,948 | $229.0K | 0.03% | −133−4.3% | Reduced |
| Arbor Investment Advisors, LLC | 2,944 | $229.0K | 0.05% | +49+1.7% | Added |
| Stony Point Wealth Management Inc. | 2,939 | $229.0K | 0.15% | +2,939 | New |
| 20/20 Capital Management, Inc. | 2,953 | $230.0K | 0.06% | +57+2.0% | Added |
| Symphony Financial, Ltd. Co. | 2,969 | $232.0K | 0.08% | −1,267−29.9% | Reduced |
| Fairview Capital Investment Management, LLC | 2,991 | $232.0K | 0.02% | +2,991 | New |
| Vantage Consulting Group Inc | 2,986 | $232.0K | 0.04% | +2,986 | New |
| First American Trust, FSB | 2,998 | $233.0K | 0.04% | −55−1.8% | Reduced |
| Robotti Robert | 3,000 | $233.0K | 0.06% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,000 | $233.0K | 0.04% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 3,002 | $233.0K | 0.12% | +52+1.8% | Added |
| Northwest Investment Counselors, LLC | 3,007 | $234.0K | 0.06% | +12+0.4% | Added |
| Hamilton Capital, LLC | 3,009 | $234.0K | 0.02% | +196+7.0% | Added |
| Twin Focus Capital Partners, LLC | 3,025 | $235.0K | 0.05% | +3,025 | New |
| Cooper Financial Group | 3,039 | $236.0K | 0.05% | −2,118−41.1% | Reduced |
| HM Capital Management, LLC | 3,030 | $236.0K | 0.10% | −290−8.7% | Reduced |
| Bluesphere Advisors, LLC | 3,033 | $236.0K | 0.21% | −93−3.0% | Reduced |
| Financial Management Professionals, Inc. | 3,035 | $236.0K | 0.06% | +137+4.7% | Added |
| Security National Bank of So Dak | 3,038 | $236.0K | 0.18% | +3,038 | New |
| Cassia Capital Partners, LLC | 3,033 | $236.0K | 0.18% | +3,033 | New |
| Stonehearth Capital Management, LLC | 3,065 | $238.0K | 0.12% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 3,062 | $238.0K | 0.26% | +7+0.2% | Added |
| First United Bank Trust | 3,079 | $239.0K | 0.10% | −411−11.8% | Reduced |
| Capital Investment Services of America, Inc. | 3,068 | $239.0K | 0.02% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 3,074 | $239.0K | 0.08% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,073 | $239.0K | 0.10% | +256+9.1% | Added |
| Hamilton Point Investment Advisors, LLC | 3,058 | $240.0K | 0.06% | 00.0% | Unchanged |
| QP Wealth Management, LLC | 3,081 | $240.0K | 0.25% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,085 | $240.0K | 0.16% | +81+2.7% | Added |
| Green Square Capital Advisors LLC | 3,103 | $241.0K | 0.07% | +326+11.7% | Added |
| Column Capital Advisors, LLC | 3,114 | $242.0K | 0.05% | −6−0.2% | Reduced |
| Sierra Capital LLC | 3,107 | $242.0K | 0.04% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 3,130 | $243.0K | 0.16% | +3,130 | New |
| White Lighthouse Investment Management Inc. | 3,144 | $245.0K | 0.07% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 3,142 | $245.0K | 0.08% | +344+12.3% | Added |
| Guild Investment Management, Inc. | 3,132 | $246.0K | 0.24% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 3,166 | $246.2K | 0.10% | +3,166 | New |
| Goepper Burkhardt LLC | 3,173 | $247.0K | 0.16% | −99−3.0% | Reduced |
| Sovereign Financial Group, Inc. | 3,210 | $247.0K | 0.15% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 3,170 | $247.0K | 0.06% | +3,170 | New |
| WFA of San Diego, LLC | 3,190 | $248.0K | 0.19% | +10+0.3% | Added |
| Chickasaw Capital Management LLC | 3,183 | $248.0K | 0.01% | +3,183 | New |
| Dakota Wealth Management | 3,204 | $249.0K | 0.03% | −339−9.6% | Reduced |
| Tradewinds Capital Management, LLC | 3,200 | $249.0K | 0.05% | +109+3.5% | Added |
| Onyx Bridge Wealth Group LLC | 3,203 | $250.0K | 0.11% | −79−2.4% | Reduced |
| Soltis Investment Advisors LLC | 3,224 | $251.0K | 0.04% | −357−10.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 3,223 | $251.0K | 0.12% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 3,237 | $252.0K | 0.10% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,244 | $252.0K | 0.04% | +822+33.9% | Added |
| Aaron Wealth Advisors | 3,265 | $253.0K | 0.08% | −139−4.1% | Reduced |
| Darwin Advisors, LLC | 3,275 | $255.0K | 0.04% | +523+19.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,323 | $257.0K | 0.07% | +10+0.3% | Added |
| Tortoise Investment Management, LLC | 3,301 | $257.0K | 0.05% | +25+0.8% | Added |
| Morris Retirement Advisors, LLC | 3,304 | $257.0K | 0.22% | +44+1.3% | Added |
| Ategra Capital Management, LLC | 3,319 | $258.1K | 0.13% | +3,319 | New |
| Veracity Capital LLC | 3,333 | $259.0K | 0.06% | +10.0% | Added |
| Bowen Hanes & Co Inc | 3,349 | $260.0K | 0.01% | −990−22.8% | Reduced |
| Financial Advisors, LLC | 3,347 | $260.0K | 0.09% | +12+0.4% | Added |
| Sara-Bay Financial | 3,347 | $261.0K | 0.10% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 3,361 | $262.0K | 0.03% | −2,639−44.0% | Reduced |
| Verition Fund Management LLC | 3,370 | $262.0K | 0.00% | −391−10.4% | Reduced |
| Corrigan Financial, Inc. | 3,378 | $262.7K | 0.08% | −543−13.8% | Reduced |
| Rockbridge Investment Management, LCC | 3,383 | $263.0K | 0.04% | +31+0.9% | Added |
| One Charles Private Wealth Services, LLC | 3,384 | $263.0K | 0.18% | +3,384 | New |
| JTC Employer Solutions Trusteee Ltd | 3,380 | $263.0K | 0.04% | +3,380 | New |
| Planned Solutions, Inc. | 3,393 | $264.0K | 0.19% | 00.0% | Unchanged |
| First National Bank of South Miami | 3,395 | $264.0K | 0.18% | +491+16.9% | Added |
| Prentice Wealth Management LLC | 3,394 | $264.0K | 0.14% | +852+33.5% | Added |
| Archetype Wealth Partners | 3,416 | $266.0K | 0.09% | +581+20.5% | Added |
| Hurlow Wealth Management Group, Inc. | 3,431 | $267.0K | 0.18% | −2,430−41.5% | Reduced |
| Brooktree Capital Management | 3,447 | $268.0K | 0.17% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 3,444 | $268.0K | 0.03% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 3,443 | $268.0K | 0.08% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 3,441 | $268.0K | 0.19% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 3,463 | $269.0K | 0.14% | +690+24.9% | Added |
| Kowal Investment Group, LLC | 3,476 | $270.0K | 0.10% | −361−9.4% | Reduced |
| D.B. Root & Company, LLC | 3,482 | $270.0K | 0.10% | −159−4.4% | Reduced |