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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 35,473 | $2.76M | 0.11% | +2,971+9.1% | Added |
| Meridian Wealth Advisors, LLC | 35,211 | $2.74M | 0.78% | +4,809+15.8% | Added |
| Capital Planning Advisors, LLC | 35,138 | $2.73M | 0.56% | −3,400−8.8% | Reduced |
| Proequities, Inc. | 34,833 | $2.73M | 0.17% | +451+1.3% | Added |
| SNS Financial Group, LLC | 35,075 | $2.73M | 0.36% | +1,645+4.9% | Added |
| Patton Albertson Miller Group, LLC | 34,863 | $2.71M | 0.62% | −2,457−6.6% | Reduced |
| Holderness Investments Co | 34,778 | $2.71M | 0.89% | +1,097+3.3% | Added |
| BKD Wealth Advisors, LLC | 34,750 | $2.70M | 0.13% | −855−2.4% | Reduced |
| Silvant Capital Management LLC | 34,421 | $2.70M | 0.43% | −907−2.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,621 | $2.69M | 0.26% | −38,258−52.5% | Reduced |
| Bailard, Inc. | 34,605 | $2.69M | 0.09% | −72,097−67.6% | Reduced |
| Chelsea Counsel Co | 34,597 | $2.69M | 1.24% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 34,395 | $2.67M | 0.07% | −13,103−27.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 34,250 | $2.66M | 1.30% | −6,763−16.5% | Reduced |
| Pitcairn Co | 34,241 | $2.66M | 0.18% | +429+1.3% | Added |
| We Are One Seven, LLC | 34,219 | $2.66M | 0.37% | +8,169+31.4% | Added |
| Nachman Norwood & Parrott, Inc | 33,912 | $2.66M | 0.27% | −352−1.0% | Reduced |
| Dean Investment Associates, LLC | 34,181 | $2.66M | 0.49% | +986+3.0% | Added |
| Mirova | 34,163 | $2.66M | 0.32% | +1,514+4.6% | Added |
| Altfest L J & Co Inc | 34,132 | $2.65M | 0.57% | +3,924+13.0% | Added |
| Alaska Permanent Fund Corp | 34,100 | $2.65M | 0.05% | +34,100 | New |
| LS Investment Advisors, LLC | 34,015 | $2.65M | 0.33% | −38,818−53.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $2.64M | 0.86% | 00.0% | Unchanged |
| Savant Capital, LLC | 33,882 | $2.63M | 0.11% | +191+0.6% | Added |
| Simplex Trading, LLC | 33,780 | $2.63M | 0.09% | +33,780 | New |
| B & T Capital Management DBA Alpha Capital Management | 33,747 | $2.63M | 0.62% | +988+3.0% | Added |
| Ieq Capital, LLC | 33,749 | $2.62M | 0.08% | +8,639+34.4% | Added |
| Legacy Private Trust Co. | 33,329 | $2.59M | 0.22% | −3,718−10.0% | Reduced |
| Harbour Capital Advisors, LLC | 33,278 | $2.59M | 0.69% | +573+1.8% | Added |
| Wafra Inc. | 33,264 | $2.59M | 0.10% | +3,512+11.8% | Added |
| First Midwest Bank Trust Division | 33,216 | $2.58M | 0.35% | −1,461−4.2% | Reduced |
| Mayflower Financial Advisors, LLC | 33,190 | $2.58M | 0.36% | +4,987+17.7% | Added |
| Hudock, Inc. | 33,076 | $2.57M | 0.76% | +87+0.3% | Added |
| EagleClaw Capital Managment, LLC | 33,037 | $2.57M | 0.66% | +1,825+5.8% | Added |
| AMG National Trust Bank | 32,989 | $2.57M | 0.08% | +203+0.6% | Added |
| Citizens Financial Group Inc | 32,995 | $2.57M | 0.11% | +4,076+14.1% | Added |
| Affinity Investment Advisors, LLC | 32,973 | $2.56M | 1.16% | −11,768−26.3% | Reduced |
| Pegasus Asset Management, Inc. | 32,958 | $2.56M | 1.20% | +296+0.9% | Added |
| Boothbay Fund Management, LLC | 32,903 | $2.56M | 0.11% | −62,595−65.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 33,156 | $2.55M | 0.71% | +3,160+10.5% | Added |
| BigSur Wealth Management LLC | 32,495 | $2.55M | 1.15% | −1,300−3.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 32,031 | $2.55M | 0.18% | +11,633+57.0% | Added |
| Leelyn Smith, LLC | 32,715 | $2.54M | 0.75% | +4,796+17.2% | Added |
| Keebeck Wealth Management, LLC | 32,425 | $2.54M | 0.37% | +21,496+196.7% | Added |
| Truehand, Inc | 32,598 | $2.54M | 1.49% | 00.0% | Unchanged |
| Wealth Alliance | 32,553 | $2.53M | 0.60% | +8,004+32.6% | Added |
| Buckingham Capital Management, Inc. | 32,417 | $2.52M | 0.41% | −6,843−17.4% | Reduced |
| Belpointe Asset Management LLC | 32,311 | $2.51M | 0.18% | +2,732+9.2% | Added |
| Fma Advisory Inc | 32,239 | $2.51M | 0.93% | −144−0.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 32,146 | $2.50M | 0.18% | +3,170+10.9% | Added |
| CCLA Investment Management Ltd | 31,946 | $2.48M | 0.04% | 00.0% | Unchanged |
| MD Financial Management Inc. | 31,937 | $2.48M | 0.07% | −3,531−10.0% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $2.47M | 0.69% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 31,710 | $2.47M | 0.99% | +870+2.8% | Added |
| Ogorek Anthony Joseph | 31,543 | $2.45M | 1.10% | +911+3.0% | Added |
| M Holdings Securities, Inc. | 31,465 | $2.45M | 0.24% | −458−1.4% | Reduced |
| Mechanics Bank Trust Department | 31,391 | $2.44M | 0.40% | +45+0.1% | Added |
| Family Legacy, Inc. | 31,714 | $2.43M | 1.08% | +67+0.2% | Added |
| AIMZ Investment Advisors, LLC | 31,208 | $2.43M | 1.09% | +351+1.1% | Added |
| Harbor Advisory Corp | 31,058 | $2.42M | 1.09% | +20,360+190.3% | Added |
| Wade G W & Inc | 30,999 | $2.41M | 0.12% | −577−1.8% | Reduced |
| Westover Capital Advisors, LLC | 31,002 | $2.41M | 0.77% | +4,678+17.8% | Added |
| Strategy Asset Managers LLC | 30,966 | $2.41M | 0.51% | −82,660−72.7% | Reduced |
| CX Institutional | 30,916 | $2.40M | 0.20% | −19,846−39.1% | Reduced |
| DT Investment Partners, LLC | 30,900 | $2.40M | 0.33% | −15,970−34.1% | Reduced |
| DAGCO, Inc. | 30,705 | $2.39M | 1.06% | −2,428−7.3% | Reduced |
| Watchman Group, Inc. | 30,679 | $2.39M | 1.39% | −1,306−4.1% | Reduced |
| Moreno Evelyn V | 30,626 | $2.38M | 0.56% | +175+0.6% | Added |
| Spinnaker Trust | 30,612 | $2.38M | 0.17% | −1,169−3.7% | Reduced |
| Ballentine Partners, LLC | 30,563 | $2.38M | 0.08% | −1,146−3.6% | Reduced |
| American Portfolios Advisors | 30,527 | $2.37M | 0.09% | +2,361+8.4% | Added |
| Advisory Resource Group | 30,529 | $2.37M | 0.95% | +6,352+26.3% | Added |
| Secure Asset Management, LLC | 30,420 | $2.37M | 1.20% | +612+2.1% | Added |
| Capital Investment Advisory Services, LLC | 30,353 | $2.36M | 0.30% | −793−2.5% | Reduced |
| Blue Fin Capital, Inc. | 30,339 | $2.36M | 0.73% | +39+0.1% | Added |
| Smithfield Trust Co | 30,329 | $2.36M | 0.16% | 00.0% | Unchanged |
| HBK Investments L P | 30,313 | $2.36M | 0.02% | +14,458+91.2% | Added |
| Essex Savings Bank | 31,049 | $2.36M | 0.91% | +84+0.3% | Added |
| Empirical Finance, LLC | 30,243 | $2.35M | 0.38% | +4,296+16.6% | Added |
| Patten Group, Inc. | 30,221 | $2.35M | 0.69% | −938−3.0% | Reduced |
| PRW Wealth Management LLC | 30,221 | $2.35M | 0.69% | +30,221 | New |
| Arete Wealth Advisors, LLC | 32,288 | $2.35M | 0.33% | −256−0.8% | Reduced |
| Prestige Wealth Management Group LLC | 30,126 | $2.34M | 0.62% | +1,350+4.7% | Added |
| Trustcore Financial Services, LLC | 30,054 | $2.34M | 0.25% | −553−1.8% | Reduced |
| Fortem Financial Group, LLC | 30,045 | $2.34M | 1.18% | +14,017+87.5% | Added |
| Allegheny Financial Group LTD | 30,026 | $2.33M | 1.06% | −1,397−4.4% | Reduced |
| Aries Wealth Management | 29,996 | $2.33M | 1.00% | +121+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 29,949 | $2.33M | 0.78% | +1,714+6.1% | Added |
| Shepherd Financial Partners LLC | 29,925 | $2.33M | 0.44% | +4,298+16.8% | Added |
| Carnegie Capital Asset Management, LLC | 29,873 | $2.32M | 0.09% | +1,931+6.9% | Added |
| BFSG, LLC | 29,829 | $2.32M | 0.42% | −2,997−9.1% | Reduced |
| Cubic Asset Management, LLC | 29,837 | $2.32M | 0.57% | +3,908+15.1% | Added |
| Equitable Holdings, Inc. | 29,824 | $2.32M | 0.04% | +4,782+19.1% | Added |
| First City Capital Management, Inc. | 30,392 | $2.31M | 1.27% | +2,856+10.4% | Added |
| Brandywine Oak Private Wealth LLC | 29,581 | $2.30M | 0.27% | +10,829+57.7% | Added |
| Jupiter Wealth Management LLC | 30,500 | $2.30M | 1.10% | +15,400+102.0% | Added |
| Signaturefd, LLC | 29,536 | $2.30M | 0.09% | −259−0.9% | Reduced |
| Boyd Watterson Asset Management LLC | 29,537 | $2.30M | 0.93% | +576+2.0% | Added |
| Grove Bank & Trust | 29,495 | $2.29M | 0.50% | +1,165+4.1% | Added |
| First PREMIER Bank | 29,479 | $2.29M | 0.66% | +1,180+4.2% | Added |