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 |
|---|---|---|---|---|---|
| McMillion Capital Management Inc | 29,369 | $2.28M | 1.24% | −1,839−5.9% | Reduced |
| Regis Management CO LLC | 29,368 | $2.28M | 0.39% | −71−0.2% | Reduced |
| Hilltop Holdings Inc. | 29,353 | $2.28M | 0.26% | +1,669+6.0% | Added |
| Claraphi Advisory Network, LLC | 29,336 | $2.28M | 0.69% | +940+3.3% | Added |
| Alliance Wealth Advisors, LLC | 29,313 | $2.28M | 2.05% | +90.0% | Added |
| Harvey Investment Co LLC | 29,254 | $2.27M | 0.30% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 29,484 | $2.27M | 0.33% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 29,220 | $2.27M | 0.74% | +8,714+42.5% | Added |
| Hall Laurie J Trustee | 29,200 | $2.27M | 0.86% | 00.0% | Unchanged |
| Stolper Co | 29,101 | $2.26M | 1.07% | +5,723+24.5% | Added |
| V Wealth Advisors LLC | 29,040 | $2.26M | 0.36% | +2,489+9.4% | Added |
| Plimoth Trust Co LLC | 29,052 | $2.26M | 0.63% | −2,168−6.9% | Reduced |
| Waldron Private Wealth LLC | 28,798 | $2.26M | 0.14% | +2,470+9.4% | Added |
| Hodges Capital Management Inc. | 29,006 | $2.26M | 0.25% | −7,102−19.7% | Reduced |
| Red Door Wealth Management, LLC | 28,965 | $2.25M | 0.88% | +5,806+25.1% | Added |
| Private Management Group Inc | 28,915 | $2.25M | 0.10% | +10,000+52.9% | Added |
| South State Corp. | 28,887 | $2.25M | 0.19% | −1,777−5.8% | Reduced |
| WC Walker & Associates, Inc. | 28,560 | $2.25M | 1.18% | +1,709+6.4% | Added |
| Bontempo Ohly Capital Mgmt LLC | 28,829 | $2.24M | 1.22% | +85+0.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9,007 | $2.24M | 0.06% | −2,781−23.6% | Reduced |
| Security National Trust Co | 28,725 | $2.23M | 0.50% | +218+0.8% | Added |
| Modera Wealth Management, LLC | 28,622 | $2.23M | 0.12% | +77+0.3% | Added |
| Janney Capital Management LLC | 28,623 | $2.23M | 0.14% | +236+0.8% | Added |
| Marino, Stram & Associates LLC | 28,493 | $2.22M | 0.58% | −6,068−17.6% | Reduced |
| YorkBridge Wealth Partners, LLC | 28,493 | $2.22M | 0.58% | +467+1.7% | Added |
| City Holding Co | 28,459 | $2.21M | 0.39% | −5,038−15.0% | Reduced |
| Graypoint LLC | 28,319 | $2.20M | 0.29% | +90+0.3% | Added |
| BBVA USA | 28,295 | $2.20M | 0.12% | +28,295 | New |
| Checchi Capital Advisers, LLC | 28,141 | $2.19M | 0.27% | −806−2.8% | Reduced |
| Harbour Investments, Inc. | 28,079 | $2.18M | 0.07% | +796+2.9% | Added |
| Welch Group, LLC | 28,069 | $2.18M | 0.15% | +101+0.4% | Added |
| New England Research & Management, Inc. | 28,018 | $2.18M | 1.13% | −3,803−12.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 27,988 | $2.18M | 0.32% | −3,766−11.9% | Reduced |
| Resource Management, LLC | 27,840 | $2.17M | 0.25% | +51+0.2% | Added |
| Nixon Peabody Trust Co | 27,811 | $2.16M | 0.83% | −98−0.4% | Reduced |
| Meritage Portfolio Management | 27,813 | $2.16M | 0.13% | +25,154+946.0% | Added |
| Hanson & Doremus Investment Management | 26,060 | $2.16M | 0.65% | −11,458−30.5% | Reduced |
| Headinvest, LLC | 27,521 | $2.14M | 0.41% | +183+0.7% | Added |
| Blue Chip Partners, Inc. | 27,503 | $2.14M | 0.31% | −1,162−4.1% | Reduced |
| Peoples Financial Services Corp. | 27,475 | $2.14M | 0.90% | +835+3.1% | Added |
| Westwood Holdings Group Inc. | 27,458 | $2.13M | 0.02% | +2,707+10.9% | Added |
| Chilton Investment Co LLC | 27,445 | $2.13M | 0.05% | −104,848−79.3% | Reduced |
| Founders Capital Management | 27,440 | $2.13M | 1.39% | +485+1.8% | Added |
| Hudson Value Partners, LLC | 27,410 | $2.13M | 1.18% | +2,538+10.2% | Added |
| Curbstone Financial Management Corp | 27,364 | $2.13M | 0.40% | +772+2.9% | Added |
| Heritage Way Advisors, LLC | 27,277 | $2.12M | 0.87% | −1,848−6.3% | Reduced |
| Asset Dedication, LLC | 27,343 | $2.12M | 0.32% | +8,179+42.7% | Added |
| Meiji Yasuda Life Insurance Co | 27,246 | $2.12M | 0.04% | −6,818−20.0% | Reduced |
| Fred Alger Management, LLC | 27,241 | $2.12M | 0.01% | 00.0% | Unchanged |
| Wright Investors Service Inc | 27,236 | $2.12M | 0.57% | +824+3.1% | Added |
| Duff & Phelps Investment Management Co | 27,203 | $2.12M | 0.03% | −2,460−8.3% | Reduced |
| Western Wealth Management, LLC | 27,145 | $2.11M | 0.22% | +6,239+29.8% | Added |
| CPWM, LLC | 27,116 | $2.11M | 0.16% | +627+2.4% | Added |
| Csenge Advisory Group | 26,985 | $2.10M | 0.19% | +10,509+63.8% | Added |
| Pinkerton Retirement Specialists, LLC | 27,021 | $2.10M | 0.40% | +2,316+9.4% | Added |
| Altium Wealth Management LLC | 26,975 | $2.10M | 0.15% | −4,328−13.8% | Reduced |
| Schnieders Capital Management LLC | 26,855 | $2.09M | 0.57% | +808+3.1% | Added |
| Somerville Kurt F | 26,839 | $2.09M | 0.31% | −300−1.1% | Reduced |
| BerganKDV Wealth Management, LLC | 26,822 | $2.09M | 0.25% | +660+2.5% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 26,700 | $2.08M | 0.09% | −552−2.0% | Reduced |
| Fulcrum Asset Management LLP | – | $2.06M | 0.86% | – | – |
| Webster Bank, N. A. | 26,369 | $2.05M | 0.22% | −1,283−4.6% | Reduced |
| Convergence Investment Partners, LLC | 26,199 | $2.04M | 0.88% | +5,901+29.1% | Added |
| Sterling Investment Advisors, Ltd. | 26,081 | $2.03M | 0.59% | +2,634+11.2% | Added |
| Emfo, LLC | 26,081 | $2.03M | 1.77% | +26,081 | New |
| Riverview Trust Co | 26,045 | $2.03M | 2.14% | −46−0.2% | Reduced |
| Wealthquest Corp | 26,042 | $2.02M | 0.35% | +2,828+12.2% | Added |
| Koss-Olinger Consulting, LLC | 25,983 | $2.02M | 0.30% | +1,720+7.1% | Added |
| Sentry Investment Management LLC | 25,972 | $2.02M | 0.51% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 25,918 | $2.02M | 0.19% | −1,332−4.9% | Reduced |
| McDonald Partners LLC | 25,911 | $2.02M | 0.48% | −1,709−6.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 25,611 | $2.01M | 1.18% | −229−0.9% | Reduced |
| Eqis Capital Management, Inc. | 25,737 | $2.00M | 0.15% | +2,532+10.9% | Added |
| Werlinich Asset Management, LLC | 25,695 | $2.00M | 1.61% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 25,639 | $1.99M | 0.54% | +2,518+10.9% | Added |
| Journey Advisory Group, LLC | 25,623 | $1.99M | 0.63% | +55+0.2% | Added |
| PFG Advisors | 25,559 | $1.99M | 0.23% | +4,444+21.0% | Added |
| Northern Oak Wealth Management Inc | 25,537 | $1.99M | 0.24% | +4,772+23.0% | Added |
| Morse Asset Management, Inc | 25,500 | $1.98M | 0.48% | −1,000−3.8% | Reduced |
| Hayek Kallen Investment Management | 25,456 | $1.98M | 0.83% | +360+1.4% | Added |
| Intrust Bank NA | 25,450 | $1.98M | 0.27% | +2,841+12.6% | Added |
| Sargent Bickham Lagudis LLC | 25,432 | $1.98M | 0.16% | +249+1.0% | Added |
| Ameritas Investment Company, LLC | 11,342 | $1.98M | 0.10% | −21,880−65.9% | Reduced |
| Tiedemann Advisors, LLC | 25,017 | $1.97M | 0.08% | −543−2.1% | Reduced |
| Cordasco Financial Network | 25,251 | $1.96M | 1.37% | −2,376−8.6% | Reduced |
| Sunflower Bank, N.A. | 25,184 | $1.96M | 0.30% | +192+0.8% | Added |
| Grace & White Inc | 25,159 | $1.96M | 0.36% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 25,108 | $1.95M | 0.04% | +3,367+15.5% | Added |
| New Potomac Partners, LLC | 25,090 | $1.95M | 1.33% | +610+2.5% | Added |
| IFP Advisors, Inc | 24,996 | $1.95M | 0.04% | +6,242+33.3% | Added |
| Brighton Jones LLC | 25,056 | $1.95M | 0.10% | −581−2.3% | Reduced |
| Shoker Investment Counsel, Inc. | 25,020 | $1.95M | 0.97% | +473+1.9% | Added |
| NTV Asset Management LLC | 25,005 | $1.95M | 0.34% | +636+2.6% | Added |
| Searle & Co. | 24,985 | $1.94M | 0.79% | 00.0% | Unchanged |
| CNB Bank | 24,862 | $1.93M | 1.21% | +3,304+15.3% | Added |
| Sawyer & Company, Inc | 24,836 | $1.93M | 0.90% | −210−0.8% | Reduced |
| 180 Wealth Advisors, LLC | 25,667 | $1.93M | 0.44% | +949+3.8% | Added |
| Keystone Financial Group | 24,626 | $1.92M | 0.35% | +2,248+10.0% | Added |
| Meitav Dash Investments Ltd | 24,614 | $1.92M | 0.05% | +20,297+470.2% | Added |
| Archer Investment Corp | 24,510 | $1.91M | 0.75% | +4,222+20.8% | Added |