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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Bray Capital Advisors | 43,612 | $3.39M | 0.87% | +4,072+10.3% | Added |
| Huber Capital Management LLC | 43,593 | $3.39M | 0.86% | +6,800+18.5% | Added |
| Elgethun Capital Management | 43,514 | $3.38M | 1.16% | +33,807+348.3% | Added |
| Iowa State Bank | 43,490 | $3.38M | 0.95% | +185+0.4% | Added |
| Chatham Capital Group, Inc. | 43,441 | $3.38M | 0.65% | +664+1.6% | Added |
| First Horizon Advisors, Inc. | 43,368 | $3.37M | 0.18% | +798+1.9% | Added |
| Court Place Advisors, LLC | 43,209 | $3.36M | 0.98% | +151+0.4% | Added |
| Integrated Wealth Concepts LLC | 42,466 | $3.30M | 0.12% | +661+1.6% | Added |
| Harvey Capital Management Inc | 42,435 | $3.30M | 1.09% | −1,325−3.0% | Reduced |
| Alpha Omega Wealth Management LLC | 42,394 | $3.30M | 0.54% | −356−0.8% | Reduced |
| Fundamentun, LLC | 42,253 | $3.29M | 0.90% | −2,717−6.0% | Reduced |
| Strategic Wealth Advisors Group, LLC | 42,243 | $3.29M | 0.15% | +5,584+15.2% | Added |
| WoodTrust Financial Corp | 42,219 | $3.28M | 0.87% | −23,380−35.6% | Reduced |
| Signature Wealth Management Group | 42,168 | $3.28M | 1.83% | +2,367+5.9% | Added |
| Cozad Asset Management Inc | 42,107 | $3.27M | 0.51% | −1,330−3.1% | Reduced |
| GSB Wealth Management, LLC | 42,084 | $3.27M | 1.02% | −2,324−5.2% | Reduced |
| Cornercap Investment Counsel Inc | 42,055 | $3.27M | 0.36% | −1,348−3.1% | Reduced |
| Pittenger & Anderson Inc | 41,950 | $3.26M | 0.17% | +1,910+4.8% | Added |
| Farr Miller & Washington LLC | 41,675 | $3.24M | 0.21% | +1,928+4.9% | Added |
| First National Bank & Trust Co of Newtown | 41,653 | $3.24M | 0.67% | −2,052−4.7% | Reduced |
| OPSEU Pension Plan Trust Fund | 40,987 | $3.22M | 0.83% | −10,622−20.6% | Reduced |
| Dana Investment Advisors, Inc. | 41,408 | $3.22M | 0.14% | +5,110+14.1% | Added |
| Palouse Capital Management, Inc. | 41,198 | $3.20M | 1.40% | +4,414+12.0% | Added |
| JustInvest LLC | 41,094 | $3.20M | 0.33% | +9,771+31.2% | Added |
| Hudson Valley Investment Advisors Inc | 41,016 | $3.19M | 0.55% | −6,145−13.0% | Reduced |
| Taylor, Cottrill, Erickson & Associates, Inc. | 40,953 | $3.19M | 0.45% | −784−1.9% | Reduced |
| MU Investments Co., Ltd. | 40,810 | $3.17M | 3.40% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 40,707 | $3.17M | 0.58% | −11,953−22.7% | Reduced |
| TFC Financial Management | 40,652 | $3.16M | 1.08% | −208−0.5% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 40,570 | $3.15M | 0.67% | +1,100+2.8% | Added |
| Fairfield, Bush & Co. | 40,484 | $3.15M | 0.86% | −1,440−3.4% | Reduced |
| Beddow Capital Management Inc | 40,422 | $3.14M | 1.81% | +3,635+9.9% | Added |
| Morningstar Investment Services LLC | 40,550 | $3.13M | 0.04% | −50,099−55.3% | Reduced |
| Burney Co | 40,158 | $3.12M | 0.15% | +17,756+79.3% | Added |
| Flagship Harbor Advisors, LLC | 40,062 | $3.12M | 0.33% | +3,234+8.8% | Added |
| Appleton Partners Inc | 40,030 | $3.11M | 0.27% | −191−0.5% | Reduced |
| Healthcare Value Capital, LLC | 40,000 | $3.11M | 6.73% | +20,000+100.0% | Added |
| NEXT Financial Group, Inc | 39,956 | $3.11M | 0.25% | +16,931+73.5% | Added |
| Kempner Capital Management Inc. | 39,913 | $3.10M | 1.76% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 39,791 | $3.10M | 0.18% | +341+0.9% | Added |
| Clear Harbor Asset Management, LLC | 39,687 | $3.09M | 0.38% | −4,677−10.5% | Reduced |
| J. W. Coons Advisors, LLC | 39,590 | $3.08M | 1.09% | −766−1.9% | Reduced |
| RMB Capital Management, LLC | 39,539 | $3.08M | 0.10% | +6,083+18.2% | Added |
| Stonebridge Capital Management Inc | 39,517 | $3.07M | 1.12% | +695+1.8% | Added |
| Fiera Capital Corp | 39,467 | $3.07M | 0.01% | +25,032+173.4% | Added |
| SFMG, LLC | 39,444 | $3.07M | 0.34% | +4,024+11.4% | Added |
| Aptus Capital Advisors, LLC | 39,311 | $3.06M | 0.14% | +5,224+15.3% | Added |
| Cubist Systematic Strategies, LLC | 39,192 | $3.05M | 0.03% | −346,854−89.8% | Reduced |
| Moneta Group Investment Advisors LLC | 39,180 | $3.05M | 0.14% | +3,832+10.8% | Added |
| Hancock Whitney Corp | 38,869 | $3.02M | 0.10% | −647−1.6% | Reduced |
| Johnson Financial Group, Inc. | 38,838 | $3.02M | 0.20% | +3,972+11.4% | Added |
| White Pine Capital LLC | 39,243 | $3.02M | 0.90% | +2,445+6.6% | Added |
| Whitener Capital Management, Inc. | 38,763 | $3.01M | 1.20% | +5,564+16.8% | Added |
| Murphy Pohlad Asset Management LLC | 38,583 | $3.00M | 1.21% | −805−2.0% | Reduced |
| St Germain D J Co Inc | 38,372 | $2.98M | 0.19% | −2,410−5.9% | Reduced |
| Parallel Advisors, LLC | 38,254 | $2.98M | 0.13% | +7,825+25.7% | Added |
| Nicollet Investment Management, Inc. | 38,150 | $2.97M | 1.21% | −695−1.8% | Reduced |
| McGinn Investment Management, Inc. | 37,977 | $2.95M | 2.11% | −610−1.6% | Reduced |
| Thompson Investment Management, Inc. | 37,933 | $2.95M | 0.43% | +6,910+22.3% | Added |
| Linscomb & Williams, Inc. | 37,898 | $2.95M | 0.15% | −2,046−5.1% | Reduced |
| First Bank & Trust | 37,825 | $2.94M | 1.42% | +12,778+51.0% | Added |
| Toroso Investments, LLC | 37,717 | $2.93M | 0.11% | +13,180+53.7% | Added |
| Pratt Collard Advisory Partners LLC | 37,670 | $2.93M | 1.95% | +2,150+6.1% | Added |
| Hengehold Capital Management LLC | 37,663 | $2.93M | 0.38% | +1,770+4.9% | Added |
| Charter Research & Investment Group, Inc. | 37,517 | $2.92M | 2.42% | −633−1.7% | Reduced |
| Ironwood Investment Counsel, LLC | 37,507 | $2.92M | 0.78% | +2,346+6.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 37,442 | $2.91M | 0.15% | −12,743−25.4% | Reduced |
| Duncker Streett & Co Inc | 37,300 | $2.90M | 0.53% | −3,318−8.2% | Reduced |
| SeaBridge Investment Advisors LLC | 37,305 | $2.90M | 0.94% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 37,175 | $2.89M | 0.03% | +3,425+10.1% | Added |
| Marietta Wealth Management, LLC | 37,110 | $2.89M | 0.65% | +3,003+8.8% | Added |
| Manchester Capital Management LLC | 37,096 | $2.88M | 0.40% | +197+0.5% | Added |
| Wilkinson Global Asset Management LLC | 37,074 | $2.88M | 0.17% | +1,349+3.8% | Added |
| Cobblestone Capital Advisors LLC | 37,007 | $2.88M | 0.19% | −865−2.3% | Reduced |
| IMA Wealth, Inc. | 36,942 | $2.87M | 0.67% | +33+0.1% | Added |
| Connable Office Inc | 36,858 | $2.87M | 0.40% | +100+0.3% | Added |
| Paradigm Asset Management Co LLC | 36,800 | $2.86M | 0.73% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 36,756 | $2.86M | 0.87% | +904+2.5% | Added |
| Abbot Financial Management, Inc. | 36,723 | $2.86M | 1.25% | +254+0.7% | Added |
| Means Investment Co., Inc. | 36,703 | $2.85M | 0.57% | +49+0.1% | Added |
| Two Sigma Securities, LLC | 36,683 | $2.85M | 0.71% | +32,066+694.5% | Added |
| Squarepoint Ops LLC | 36,680 | $2.85M | 0.02% | +36,680 | New |
| Asio Capital, LLC | 36,672 | $2.85M | 1.01% | +3,755+11.4% | Added |
| Sand Hill Global Advisors, LLC | 36,640 | $2.85M | 0.17% | +534+1.5% | Added |
| Horan Capital Advisors, LLC. | 36,608 | $2.85M | 1.28% | +2,072+6.0% | Added |
| Jupiter Asset Management Ltd | 36,453 | $2.83M | 0.03% | −522,891−93.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 36,452 | $2.83M | 0.92% | +12,533+52.4% | Added |
| Foster & Motley Inc | 36,372 | $2.83M | 0.24% | −4,809−11.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 36,170 | $2.81M | 0.27% | −4,305−10.6% | Reduced |
| Pettee Investors, Inc. | 36,151 | $2.81M | 1.32% | −492−1.3% | Reduced |
| TSP Capital Management Group, LLC | – | $2.81M | 0.92% | – | – |
| Strategic Financial Services, Inc, | 36,119 | $2.81M | 0.22% | −515−1.4% | Reduced |
| Bennicas & Associates, Inc. | 36,100 | $2.81M | 1.54% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 36,052 | $2.80M | 0.02% | −3,364−8.5% | Reduced |
| Gladstone Institutional Advisory LLC | 36,022 | $2.80M | 0.34% | +6,233+20.9% | Added |
| Walter & Keenan Financial Consulting Co | 35,899 | $2.79M | 0.96% | −1,833−4.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 35,753 | $2.78M | 0.06% | −1,601−4.3% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 35,765 | $2.78M | 1.98% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 35,725 | $2.78M | 1.14% | −100−0.3% | Reduced |
| CAPROCK Group, Inc. | 35,284 | $2.77M | 0.25% | +4,993+16.5% | Added |