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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Hourglass Capital, LLC | 6,113 | $475.0K | 0.11% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 6,115 | $476.0K | 0.31% | 00.0% | Unchanged |
| RB Capital Management, LLC | 6,127 | $477.0K | 0.18% | −144−2.3% | Reduced |
| SkyView Investment Advisors, LLC | 6,195 | $478.0K | 0.22% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6,144 | $478.0K | 0.15% | +22+0.4% | Added |
| Lathrop Investment Management Corp | 6,144 | $478.0K | 0.10% | +996+19.3% | Added |
| Hatton Consulting, Inc. | 6,146 | $478.0K | 0.37% | +6,146 | New |
| Apella Capital, LLC | 6,158 | $479.0K | 0.08% | −770−11.1% | Reduced |
| Pennsylvania Capital Management Inc | 6,141 | $479.0K | 0.24% | −69−1.1% | Reduced |
| Alera Investment Advisors, LLC | 6,167 | $480.0K | 0.14% | −85−1.4% | Reduced |
| Ami Asset Management Corp | 6,178 | $480.0K | 0.02% | +357+6.1% | Added |
| Demars Financial Group, LLC | 6,187 | $481.0K | 0.29% | +1,942+45.7% | Added |
| Badgley Phelps & Bell Inc | 6,208 | $483.0K | 0.02% | −726−10.5% | Reduced |
| Princeton Capital Management LLC | 6,214 | $483.0K | 0.15% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 6,211 | $483.0K | 0.08% | +9+0.1% | Added |
| Stewart & Patten Co LLC | 6,213 | $483.0K | 0.08% | +23+0.4% | Added |
| Addison Capital Co | 6,214 | $483.0K | 0.24% | +1,083+21.1% | Added |
| Principal Street Partners, LLC | 6,207 | $484.0K | 0.13% | −1,391−18.3% | Reduced |
| Coerente Capital Management | 6,235 | $484.0K | 0.10% | 00.0% | Unchanged |
| Old North State Trust, LLC | 6,278 | $488.0K | 0.37% | +149+2.4% | Added |
| Sugarloaf Wealth Management, LLC | 6,274 | $488.0K | 0.13% | +178+2.9% | Added |
| AXS Investments LLC | 6,303 | $490.0K | 0.15% | −1,794−22.2% | Reduced |
| Waddell & Associates, LLC | 6,295 | $490.0K | 0.08% | +6,295 | New |
| Bangor Savings Bank | 6,310 | $491.0K | 0.06% | −135−2.1% | Reduced |
| Affinity Capital Advisors, LLC | 6,313 | $491.0K | 0.17% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,328 | $492.0K | 0.08% | +86+1.4% | Added |
| Vigilant Capital Management, LLC | 6,339 | $493.0K | 0.04% | +1,821+40.3% | Added |
| San Francisco Sentry Investment Group (Ca) | 6,355 | $494.0K | 0.26% | −917−12.6% | Reduced |
| First National Bank Sioux Falls | 6,349 | $494.0K | 0.75% | −160−2.5% | Reduced |
| Andesa Financial Management Inc. | 6,407 | $496.0K | 0.15% | −38,697−85.8% | Reduced |
| Lindbrook Capital, LLC | 6,383 | $496.0K | 0.11% | +816+14.7% | Added |
| Vivaldi Capital Management, LLC | 6,475 | $497.0K | 0.10% | −728−10.1% | Reduced |
| Bender Robert & Associates | 6,392 | $497.0K | 0.14% | +90+1.4% | Added |
| Curtis Advisory Group, LLC | 6,400 | $498.0K | 0.22% | −200−3.0% | Reduced |
| Fragasso Group Inc. | 6,408 | $498.0K | 0.07% | +95+1.5% | Added |
| Alhambra Investment Partners LLC | 6,411 | $499.0K | 0.37% | −580−8.3% | Reduced |
| Ssi Investment Management LLC | 6,402 | $500.0K | 0.03% | +20.0% | Added |
| Lumbard & Kellner, LLC | 6,426 | $500.0K | 0.19% | +731+12.8% | Added |
| Wells Trecaso Financial Group, LLC | 6,443 | $501.0K | 0.24% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 6,450 | $502.0K | 0.07% | −205−3.1% | Reduced |
| Asset Management Corp | 6,450 | $502.0K | 0.33% | +147+2.3% | Added |
| Jacobs Levy Equity Management, Inc | 6,465 | $503.0K | 0.00% | −378,207−98.3% | Reduced |
| Hummer Financial Advisory Services Inc | 6,423 | $503.0K | 0.46% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 6,484 | $504.0K | 0.04% | −4,119−38.8% | Reduced |
| Terry L. Blaker | 6,473 | $504.0K | 0.03% | −2,783−30.1% | Reduced |
| Paulson Wealth Management Inc. | 6,495 | $505.0K | 0.24% | −22−0.3% | Reduced |
| Rice Hall James & Associates, LLC | 6,512 | $506.0K | 0.02% | −483−6.9% | Reduced |
| Traphagen Investment Advisors LLC | 6,542 | $508.7K | 0.09% | −85−1.3% | Reduced |
| Winton Group Ltd | 6,540 | $509.0K | 0.03% | −13,043−66.6% | Reduced |
| James Investment Research Inc | 6,554 | $510.0K | 0.04% | −126−1.9% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 6,570 | $511.0K | 0.06% | +450+7.4% | Added |
| Intercontinental Wealth Advisors, LLC | 6,641 | $516.0K | 0.10% | +990+17.5% | Added |
| Fort Point Capital Partners LLC | 6,645 | $517.0K | 0.10% | 00.0% | Unchanged |
| Capital Advisors Inc | 6,695 | $521.0K | 0.02% | −307−4.4% | Reduced |
| Zevin Asset Management LLC | 6,706 | $522.0K | 0.10% | +906+15.6% | Added |
| Glassman Wealth Services | 6,727 | $523.0K | 0.11% | −5,863−46.6% | Reduced |
| Concord Wealth Partners | 6,756 | $525.0K | 0.15% | +1,202+21.6% | Added |
| Baldwin Investment Management, LLC | 6,762 | $526.0K | 0.09% | −2,310−25.5% | Reduced |
| SignalPoint Asset Management, LLC | 6,786 | $528.0K | 0.17% | +149+2.2% | Added |
| Collective Family Office LLC | 6,805 | $529.0K | 0.23% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,799 | $529.0K | 0.05% | +3,403+100.2% | Added |
| Monterey Private Wealth, Inc. | 6,817 | $530.0K | 0.30% | −815−10.7% | Reduced |
| Nicolet Bankshares Inc | 6,845 | $532.0K | 0.14% | −13−0.2% | Reduced |
| Constitution Capital LLC | 6,850 | $533.0K | 0.33% | −11,625−62.9% | Reduced |
| Creative Financial Designs Inc | 6,870 | $534.0K | 0.09% | +406+6.3% | Added |
| Barr E S & Co | 6,871 | $534.0K | 0.04% | +1,677+32.3% | Added |
| Wolverine Asset Management LLC | 6,879 | $534.0K | 0.00% | +6,879 | New |
| IFG Advisors, LLC | 6,885 | $535.0K | 0.25% | −801−10.4% | Reduced |
| Smith & Howard Wealth Management, LLC | 6,889 | $536.0K | 0.25% | +42+0.6% | Added |
| Westhampton Capital, LLC | 6,905 | $537.0K | 0.35% | +100+1.5% | Added |
| Warren Averett Asset Management, LLC | 7,014 | $538.0K | 0.05% | +1,738+32.9% | Added |
| Concentric Wealth Management, LLC | 6,930 | $539.0K | 0.17% | 00.0% | Unchanged |
| Geller Advisors LLC | 6,876 | $539.0K | 0.12% | +128+1.9% | Added |
| Johnson Financial Group, LLC | 6,929 | $539.0K | 0.10% | +2,449+54.7% | Added |
| Octavia Wealth Advisors, LLC | 6,884 | $540.0K | 0.14% | −47−0.7% | Reduced |
| Woodward Diversified Capital, LLC | 6,954 | $541.0K | 0.31% | −1,723−19.9% | Reduced |
| Lake Street Financial LLC | 6,934 | $541.0K | 0.14% | +500+7.8% | Added |
| Allen Investment Management LLC | 6,970 | $542.0K | 0.01% | −4,544−39.5% | Reduced |
| Samalin Investment Counsel, LLC | 6,976 | $543.0K | 0.35% | −20.0% | Reduced |
| Phoenix Wealth Advisors | 6,971 | $545.0K | 0.39% | +167+2.5% | Added |
| Chesapeake Wealth Management | 7,061 | $549.0K | 0.18% | −423−5.7% | Reduced |
| Childress Capital Advisors, LLC | 7,074 | $550.0K | 0.25% | −1,820−20.5% | Reduced |
| Miracle Mile Advisors, LLC | 7,072 | $550.0K | 0.03% | +2,807+65.8% | Added |
| Trust Co of Oklahoma | 7,090 | $551.4K | 0.19% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 7,099 | $552.0K | 0.14% | +63+0.9% | Added |
| Lederer & Associates Investment Counsel | 7,094 | $552.0K | 0.37% | +215+3.1% | Added |
| Successful Portfolios LLC | 7,125 | $554.0K | 0.34% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 7,081 | $555.0K | 0.13% | +7,081 | New |
| Nadler Financial Group, Inc. | 7,146 | $556.0K | 0.09% | −422−5.6% | Reduced |
| Beacon Financial Group | 7,300 | $556.0K | 0.08% | +1,711+30.6% | Added |
| Summit Financial Group Inc | 7,147 | $556.0K | 0.21% | +2,285+47.0% | Added |
| Valley Brook Capital Group | 7,170 | $557.0K | 0.53% | +42+0.6% | Added |
| MV Capital Management, Inc. | 7,194 | $559.0K | 0.09% | +229+3.3% | Added |
| Transform Wealth, LLC | 7,193 | $559.0K | 0.07% | +323+4.7% | Added |
| GQG Partners LLC | 7,187 | $559.0K | 0.00% | +1,219+20.4% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 7,259 | $560.0K | 0.07% | −51,222−87.6% | Reduced |
| Minot Wealth Management LLC | 7,217 | $560.0K | 0.12% | +699+10.7% | Added |
| Altshuler Shaham Ltd | 7,191 | $560.0K | 0.00% | +6,194+621.3% | Added |
| Mirador Capital Partners LP | 7,216 | $561.0K | 0.13% | −174−2.4% | Reduced |
| Gilbert & Cook, Inc. | 7,238 | $563.0K | 0.10% | +168+2.4% | Added |