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 |
|---|---|---|---|---|---|
| Exane Derivatives | 53,478 | $4.15M | 0.97% | +2,036+4.0% | Added |
| Intersect Capital LLC | 53,340 | $4.15M | 0.73% | −1,472−2.7% | Reduced |
| Annex Advisory Services, LLC | 53,326 | $4.14M | 0.34% | +5,023+10.4% | Added |
| Allstate Corp | 53,210 | $4.14M | 0.14% | +525+1.0% | Added |
| Kistler-Tiffany Companies, LLC | 53,128 | $4.13M | 0.95% | +361+0.7% | Added |
| Newman Dignan & Sheerar, Inc. | 52,920 | $4.12M | 1.40% | +456+0.9% | Added |
| Investment Management of Virginia LLC | 52,862 | $4.11M | 0.79% | +491+0.9% | Added |
| Rossmore Private Capital | 52,556 | $4.09M | 0.70% | −130.0% | Reduced |
| Richard Bernstein Advisors LLC | 52,515 | $4.08M | 0.08% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 52,385 | $4.07M | 1.36% | +8,420+19.2% | Added |
| 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 |
| Cypress Capital Group | 52,242 | $4.06M | 0.55% | −240.0% | 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 |
| Roundview Capital LLC | 51,886 | $4.04M | 0.45% | −779−1.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 51,708 | $4.02M | 1.44% | +6,630+14.7% | Added |
| Glenview State Bank Trust Dept. | 51,559 | $4.01M | 1.23% | +600+1.2% | 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 |
| North Star Investment Management Corp. | 51,228 | $3.98M | 0.32% | +8,741+20.6% | Added |
| Hendley & Co Inc | 50,989 | $3.96M | 1.33% | −200−0.4% | Reduced |
| Ropes Wealth Advisors LLC | 50,798 | $3.95M | 0.63% | +3,352+7.1% | Added |
| DF Dent & Co Inc | 50,794 | $3.95M | 0.04% | −117−0.2% | Reduced |
| Jacobi Capital Management LLC | 50,739 | $3.95M | 0.52% | +5,107+11.2% | Added |
| Valeo Financial Advisors, LLC | 69,340 | $3.94M | 0.24% | +5,878+9.3% | Added |
| Raab & Moskowitz Asset Management LLC | 50,562 | $3.93M | 1.44% | +2,922+6.1% | Added |
| Pensionfund Sabic | 50,500 | $3.93M | 0.84% | +1,500+3.1% | Added |
| Caldwell Trust Co | 50,483 | $3.93M | 0.51% | +2,469+5.1% | Added |
| Stokes Capital Advisors, LLC | 50,371 | $3.92M | 1.28% | +1,858+3.8% | Added |
| Clear Street Markets LLC | 50,274 | $3.91M | 0.83% | −7,626−13.2% | Reduced |
| Arrow Financial Corp | 50,247 | $3.91M | 0.50% | −8,822−14.9% | Reduced |
| Baugh & Associates, LLC | 50,114 | $3.90M | 2.42% | −460−0.9% | Reduced |
| Philadelphia Trust Co | 50,097 | $3.90M | 0.27% | −1,101−2.2% | Reduced |
| HighTower Trust Services, LTA | 50,016 | $3.89M | 0.48% | −7,471−13.0% | Reduced |
| Stratos Wealth Advisors, LLC | 49,957 | $3.88M | 0.34% | +5,351+12.0% | Added |
| Conning Inc. | 49,915 | $3.88M | 0.11% | −3,819−7.1% | Reduced |
| Jag Capital Management, LLC | 49,826 | $3.88M | 0.30% | +40+0.1% | Added |
| Citizens National Bank Trust Department | 49,370 | $3.84M | 1.10% | +7,710+18.5% | Added |
| Cadence Bank NA | 49,084 | $3.82M | 1.14% | −440−0.9% | Reduced |
| Telos Capital Management, Inc. | 48,917 | $3.80M | 0.50% | −1,446−2.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 48,810 | $3.80M | 0.78% | +13,320+37.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 48,756 | $3.79M | 2.40% | +247+0.5% | Added |
| Independent Advisor Alliance | 48,433 | $3.77M | 0.21% | +9,869+25.6% | Added |
| PKO Investment Management Joint-Stock Co | 48,382 | $3.76M | 0.47% | +25,519+111.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 48,338 | $3.76M | 1.24% | −335−0.7% | Reduced |
| Sandy Spring Bank | 48,184 | $3.75M | 0.20% | −912−1.9% | Reduced |
| Alerus Financial NA | 48,129 | $3.74M | 0.38% | +3,203+7.1% | Added |
| First Financial Bank - Trust Division | 48,028 | $3.73M | 0.41% | −1,879−3.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 48,012 | $3.73M | 2.38% | +6,272+15.0% | Added |
| Ninety One SA (PTY) Ltd | 47,777 | $3.72M | 1.36% | +20,291+73.8% | Added |
| Great Valley Advisor Group, Inc. | 47,984 | $3.72M | 0.27% | −313−0.6% | Reduced |
| Comerica Securities,inc. | 47,257 | $3.71M | 0.28% | −12,193−20.5% | Reduced |
| Boenning & Scattergood, Inc. | 47,414 | $3.69M | 0.64% | −896−1.9% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 47,360 | $3.68M | 1.01% | −748−1.6% | Reduced |
| Homrich & Berg | 47,345 | $3.68M | 0.09% | +2,733+6.1% | Added |
| Marathon Capital Management | 47,304 | $3.68M | 0.85% | +34,115+258.7% | Added |
| Rowland & Co Investment Counsel | 47,117 | $3.66M | 0.90% | +55+0.1% | Added |
| Clough Capital Partners L P | 47,000 | $3.65M | 0.20% | −183,300−79.6% | Reduced |
| WealthTrust Axiom LLC | 46,938 | $3.65M | 1.17% | +600+1.3% | Added |
| Greylin Investment Mangement Inc | 46,890 | $3.65M | 0.71% | +100.0% | Added |
| Mid Atlantic Financial Management Inc | 46,864 | $3.65M | 0.25% | −2,160−4.4% | Reduced |
| Coastline Trust Co | 46,720 | $3.63M | 0.45% | −790−1.7% | Reduced |
| Abbrea Capital, LLC | 46,221 | $3.62M | 0.54% | +686+1.5% | Added |
| Jackson Hole Capital Partners, LLC | 46,172 | $3.59M | 1.25% | +41,077+806.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 46,112 | $3.59M | 0.14% | −79,696−63.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 46,028 | $3.58M | 0.75% | −3,195−6.5% | Reduced |
| Hartford Financial Management Inc. | 45,779 | $3.56M | 0.88% | +2,215+5.1% | Added |
| IndexIQ Advisors LLC | 45,742 | $3.56M | 0.12% | +1,319+3.0% | Added |
| Red Spruce Capital, LLC | 45,721 | $3.56M | 2.10% | +1,857+4.2% | Added |
| J.W. Cole Advisors, Inc. | 45,680 | $3.55M | 0.28% | +6,273+15.9% | Added |
| Schmidt P J Investment Management Inc | 45,669 | $3.54M | 0.71% | −4,125−8.3% | Reduced |
| Nan Fung Trinity (HK) Ltd | 45,450 | $3.53M | 0.74% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 45,204 | $3.52M | 0.72% | +377+0.8% | Added |
| Leavell Investment Management, Inc. | 45,181 | $3.51M | 0.29% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 45,145 | $3.51M | 2.35% | +2,094+4.9% | Added |
| Poehling Capital Management, LLC | 45,050 | $3.50M | 1.12% | +1,677+3.9% | Added |
| Hudson Bay Capital Management LP | 45,000 | $3.50M | 0.04% | +45,000 | New |
| 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 |
| Ramsay, Stattman, Vela & Price, Inc. | 44,835 | $3.49M | 0.86% | −390−0.9% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 44,835 | $3.49M | 0.38% | +3,225+7.8% | Added |
| Biltmore Family Office, LLC | 44,450 | $3.49M | 0.99% | +294+0.7% | Added |
| Private Trust Co NA | 44,810 | $3.48M | 0.53% | −1,265−2.7% | Reduced |
| Ancora Advisors, LLC | 44,789 | $3.48M | 0.09% | −1,761−3.8% | Reduced |
| Harrell Investment Partners, LLC | 44,783 | $3.48M | 1.13% | +2,940+7.0% | Added |
| Stock Yards Bank & Trust Co | 44,662 | $3.47M | 0.22% | +175+0.4% | Added |
| Synergy Financial Management, LLC | 44,608 | $3.47M | 0.92% | −2,467−5.2% | Reduced |
| L & S Advisors Inc | 44,495 | $3.46M | 0.37% | −95−0.2% | Reduced |
| Mogy Joel R Investment Counsel Inc | 44,425 | $3.46M | 0.29% | 00.0% | Unchanged |
| Howland Capital Management LLC | 44,193 | $3.44M | 0.18% | −1,262−2.8% | Reduced |
| Trustmark National Bank Trust Department | 44,165 | $3.44M | 0.27% | −2,693−5.7% | Reduced |
| Cornerstone Wealth Group, LLC | 44,583 | $3.44M | 0.70% | +41,810+1,507.8% | Added |
| Washington Trust Co | 44,147 | $3.43M | 0.10% | −856−1.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,073 | $3.43M | 1.14% | 00.0% | Unchanged |
| First Quadrant L P | 43,935 | $3.42M | 0.39% | −1,326−2.9% | Reduced |
| AdvisorNet Financial, Inc | 43,912 | $3.42M | 0.23% | +632+1.5% | Added |
| Crescent Capital Consulting, LLC | 43,747 | $3.40M | 0.64% | −1,245−2.8% | Reduced |
| Chilton Capital Management LLC | 43,713 | $3.40M | 0.20% | +4,816+12.4% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 43,689 | $3.40M | 0.59% | +43,689 | New |