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 |
|---|---|---|---|---|---|
| Aldebaran Financial Inc. | 4,147 | $323.0K | 0.28% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,266 | $326.0K | 0.09% | −6−0.1% | Reduced |
| Firestone Capital Management | 4,193 | $326.0K | 0.12% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 4,189 | $326.0K | 0.19% | +189+4.7% | Added |
| Howard Wealth Management, LLC | 4,215 | $327.0K | 0.18% | 00.0% | Unchanged |
| Davidson Investment Advisors | 4,221 | $328.0K | 0.03% | −175,509−97.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,225 | $328.0K | 0.03% | −20−0.5% | Reduced |
| KLK Capital Management LLC | 4,221 | $328.0K | 0.28% | +4,221 | New |
| Steigerwald, Gordon & Koch Inc. | 4,246 | $330.0K | 0.05% | −47−1.1% | Reduced |
| Grandview Asset Management LLC | 4,260 | $331.0K | 0.18% | +28+0.7% | Added |
| CMG Global Holdings, LLC | 4,275 | $332.0K | 0.25% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 4,268 | $332.0K | 0.38% | 00.0% | Unchanged |
| Alethea Capital Management, LLC | 4,300 | $334.0K | 0.21% | 00.0% | Unchanged |
| McAdam, LLC | 4,378 | $337.0K | 0.04% | +1,163+36.2% | Added |
| Crew Capital Management, Ltd. | 4,345 | $338.0K | 0.32% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 4,352 | $338.0K | 0.31% | +206+5.0% | Added |
| Johnson Bixby & Associates, LLC | 4,355 | $339.0K | 0.10% | −131−2.9% | Reduced |
| Kidder Stephen W | 4,389 | $340.0K | 0.10% | −35−0.8% | Reduced |
| New Vernon Investment Management LLC | 4,370 | $340.0K | 0.62% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4,390 | $342.0K | 0.21% | +4,390 | New |
| Knights of Columbus Asset Advisors LLC | 4,423 | $344.0K | 0.03% | −119−2.6% | Reduced |
| Cottage Street Advisors LLC | 4,386 | $344.0K | 0.20% | −14−0.3% | Reduced |
| Harfst & Associates, Inc. | 4,445 | $345.0K | 0.10% | −2,607−37.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,445 | $346.0K | 0.10% | +177+4.1% | Added |
| Rollins Financial | 4,443 | $346.0K | 0.13% | +4,443 | New |
| Davidson Trust Co | 4,462 | $347.0K | 0.27% | −203−4.4% | Reduced |
| Clare Market Investments LLC | 4,472 | $347.8K | 0.11% | +4,472 | New |
| Single Point Partners, LLC | 4,438 | $348.0K | 0.12% | +124+2.9% | Added |
| Pinnacle Bancorp, Inc. | 4,470 | $348.0K | 0.16% | +1,972+78.9% | Added |
| JGP Wealth Management, LLC | 4,484 | $349.0K | 0.08% | +5+0.1% | Added |
| Carlson Capital Management | 4,518 | $351.0K | 0.05% | −105−2.3% | Reduced |
| BHK Investment Advisors, LLC | 4,537 | $353.0K | 0.14% | −25−0.5% | Reduced |
| Lipe & Dalton | 4,545 | $353.0K | 0.18% | +1,200+35.9% | Added |
| Greenwich Wealth Management LLC | 4,555 | $354.0K | 0.03% | −62−1.3% | Reduced |
| Axiom Investment Management LLC | 4,561 | $355.0K | 0.28% | −43−0.9% | Reduced |
| FinTrust Capital Advisors, LLC | 4,590 | $357.0K | 0.09% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 4,598 | $358.0K | 0.11% | −563−10.9% | Reduced |
| McGowan Group Asset Management, Inc. | 4,599 | $358.0K | 0.06% | −95−2.0% | Reduced |
| Gagnon Securities LLC | 4,603 | $358.0K | 0.05% | −4−0.1% | Reduced |
| Freedman Financial Associates, Inc. | 4,618 | $359.0K | 0.27% | +26+0.6% | Added |
| Laurel Wealth Advisors LLC | 4,613 | $359.0K | 0.08% | +62+1.4% | Added |
| Accuvest Global Advisors | 4,619 | $359.0K | 0.18% | +1,077+30.4% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,616 | $359.0K | 0.10% | +1,154+33.3% | Added |
| Aveo Capital Partners, LLC | 4,641 | $361.0K | 0.08% | +54+1.2% | Added |
| 360 Financial, Inc. | 4,648 | $362.0K | 0.19% | +3+0.1% | Added |
| Parisi Gray Wealth Management | 4,650 | $362.0K | 0.13% | +37+0.8% | Added |
| Burt Wealth Advisors | 4,650 | $362.0K | 0.13% | +320+7.4% | Added |
| Truepoint, Inc. | 4,655 | $362.0K | 0.02% | +758+19.5% | Added |
| Asset Management Group, Inc. | 4,671 | $363.0K | 0.08% | +4,671 | New |
| Wedge Capital Management L L P | 4,684 | $364.0K | 0.00% | −1,060−18.5% | Reduced |
| SOL Capital Management CO | 4,676 | $364.0K | 0.07% | +25+0.5% | Added |
| Magnus Financial Group LLC | 4,674 | $364.0K | 0.08% | +452+10.7% | Added |
| Eagle Ridge Investment Management | 4,698 | $365.0K | 0.04% | −202−4.1% | Reduced |
| Baystate Wealth Management LLC | 4,706 | $366.0K | 0.04% | +329+7.5% | Added |
| Wisconsin Capital Management LLC | 4,718 | $367.0K | 0.14% | −100−2.1% | Reduced |
| Wambolt & Associates, LLC | 4,702 | $367.0K | 0.16% | +847+22.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,772 | $368.0K | 0.03% | −4,772−50.0% | Reduced |
| MONECO Advisors, LLC | 4,735 | $368.0K | 0.17% | +12+0.3% | Added |
| Lineweaver Wealth Advisors, LLC | 4,744 | $368.0K | 0.12% | +83+1.8% | Added |
| Williams Financial, LLC | 4,757 | $370.0K | 0.30% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 4,776 | $371.0K | 0.03% | −152−3.1% | Reduced |
| Ashford Capital Management Inc | 4,800 | $373.0K | 0.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 4,809 | $374.0K | 0.09% | +363+8.2% | Added |
| S.A. Mason LLC | 4,818 | $375.0K | 0.26% | +220+4.8% | Added |
| McDaniel Terry & Co | 4,833 | $376.0K | 0.04% | +123+2.6% | Added |
| 44 Wealth Management LLC | 4,838 | $376.0K | 0.14% | +2,147+79.8% | Added |
| PDS Planning, Inc | 4,861 | $378.0K | 0.09% | +623+14.7% | Added |
| Levin Capital Strategies, L.P. | 4,867 | $379.0K | 0.04% | −92,810−95.0% | Reduced |
| Financial Engines Advisors L.L.C. | 4,878 | $382.0K | 0.00% | −616−11.2% | Reduced |
| Bell Bank | 4,916 | $382.0K | 0.05% | +406+9.0% | Added |
| Montis Financial, LLC | 4,922 | $383.0K | 0.32% | −167−3.3% | Reduced |
| Tsai Capital Corp | 4,921 | $383.0K | 0.35% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,941 | $384.0K | 0.05% | −738−13.0% | Reduced |
| Deltec Asset Management LLC | 4,934 | $384.0K | 0.05% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 4,927 | $384.0K | 0.18% | +10+0.2% | Added |
| Cambiar Investors LLC | 4,932 | $384.0K | 0.01% | +800+19.4% | Added |
| Summit Asset Management, LLC | 4,957 | $386.0K | 0.12% | −122−2.4% | Reduced |
| Roble, Belko & Company, Inc | 4,964 | $386.0K | 0.09% | 00.0% | Unchanged |
| Truadvice, LLC | 4,953 | $386.0K | 0.08% | +605+13.9% | Added |
| Keebeck Alpha, LP | 4,972 | $387.0K | 0.13% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,976 | $387.0K | 0.13% | +7+0.1% | Added |
| Pointe Capital Management LLC | 4,981 | $387.0K | 0.27% | +139+2.9% | Added |
| Indiana Trust & Investment Management CO | 4,749 | $388.0K | 0.21% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,989 | $388.0K | 0.14% | +365+7.9% | Added |
| Lester Murray Antman dba SimplyRich | 5,021 | $390.0K | 0.18% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 5,020 | $390.0K | 0.12% | +410+8.9% | Added |
| Keel Point, LLC | 5,031 | $391.0K | 0.05% | +104+2.1% | Added |
| Capital Investment Counsel, Inc | 5,022 | $391.0K | 0.09% | +95+1.9% | Added |
| Relative Value Partners Group, LLC | 5,000 | $392.0K | 0.03% | −3,133−38.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,042 | $392.0K | 0.10% | +5,042 | New |
| Arbor Trust Wealth Advisors, LLC | 5,011 | $393.0K | 0.25% | 00.0% | Unchanged |
| Ironwood Financial, llc | 5,056 | $393.0K | 0.12% | +3+0.1% | Added |
| Investment Partners, Ltd. | 5,059 | $393.0K | 0.18% | +1,053+26.3% | Added |
| Aspen Investment Management Inc | 5,074 | $395.0K | 0.21% | −25−0.5% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,078 | $395.0K | 0.11% | +308+6.5% | Added |
| First Personal Financial Services | 5,086 | $396.0K | 0.10% | +40+0.8% | Added |
| Greatmark Investment Partners, Inc. | 5,088 | $396.0K | 0.07% | +700+16.0% | Added |
| AGF Investments LLC | 5,110 | $397.0K | 0.04% | −8,510−62.5% | Reduced |
| One + One Wealth Management, LLC | 5,108 | $397.0K | 0.27% | −2,155−29.7% | Reduced |
| Lesa Sroufe & Co | 5,100 | $397.0K | 0.40% | 00.0% | Unchanged |