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 |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 20,674 | $1.61M | 1.13% | +402+2.0% | Added |
| Baxter Bros Inc | 20,585 | $1.60M | 0.25% | −1,267−5.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 20,578 | $1.60M | 0.19% | −58−0.3% | Reduced |
| Independent Financial Group, LLC | 20,573 | $1.60M | 0.17% | +1,685+8.9% | Added |
| Krilogy Financial LLC | 20,473 | $1.59M | 0.16% | +959+4.9% | Added |
| Teza Capital Management LLC | 20,428 | $1.59M | 0.26% | −16,188−44.2% | Reduced |
| Liberty One Investment Management, LLC | 20,411 | $1.59M | 0.27% | +2,538+14.2% | Added |
| Clarius Group, LLC | 20,376 | $1.58M | 0.14% | −128−0.6% | Reduced |
| Oakworth Capital, Inc. | 20,366 | $1.58M | 0.16% | +265+1.3% | Added |
| Golden State Equity Partners | 20,354 | $1.58M | 0.61% | −1,556−7.1% | Reduced |
| Hotaling Investment Management, LLC | 20,310 | $1.58M | 0.64% | +6,055+42.5% | Added |
| Probity Advisors, Inc. | 20,309 | $1.58M | 0.33% | −24−0.1% | Reduced |
| Sandhill Capital Partners LLC | 20,309 | $1.58M | 0.12% | +2,895+16.6% | Added |
| Ridgecrest Wealth Partners, LLC | 20,266 | $1.58M | 0.98% | +1,128+5.9% | Added |
| Marcum Wealth, LLC | 20,239 | $1.57M | 0.26% | +1,056+5.5% | Added |
| Sutton Wealth Advisors Inc. | 20,235 | $1.57M | 0.57% | −209−1.0% | Reduced |
| Family Capital Trust Co | 20,232 | $1.57M | 0.44% | 00.0% | Unchanged |
| Brave Asset Management Inc | 20,173 | $1.57M | 0.46% | −1,321−6.1% | Reduced |
| GoalVest Advisory LLC | 20,179 | $1.57M | 0.97% | +2,371+13.3% | Added |
| Ashburton (Jersey) Ltd | 20,157 | $1.57M | 0.66% | −3,976−16.5% | Reduced |
| Continental Advisors LLC | 20,131 | $1.57M | 1.11% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 20,113 | $1.56M | 0.96% | +2,773+16.0% | Added |
| Ashton Thomas Private Wealth, LLC | 20,024 | $1.56M | 0.24% | +523+2.7% | Added |
| Valmark Advisers, Inc. | 19,977 | $1.55M | 0.03% | +305+1.6% | Added |
| Kovack Advisors, Inc. | 19,972 | $1.55M | 0.18% | +871+4.6% | Added |
| Quadrant Capital Group LLC | 19,902 | $1.55M | 0.22% | +1,542+8.4% | Added |
| Columbus Macro, LLC | 19,828 | $1.54M | 0.48% | −277−1.4% | Reduced |
| Patriot Investment Management Inc. | 19,846 | $1.54M | 0.14% | +1,048+5.6% | Added |
| Pure Financial Advisors, Inc. | 19,791 | $1.54M | 0.13% | 00.0% | Unchanged |
| Trust Co | 19,771 | $1.54M | 1.08% | +12+0.1% | Added |
| Veriti Management LLC | 19,737 | $1.53M | 0.23% | +71+0.4% | Added |
| Insight Advisors, LLC | 20,144 | $1.53M | 0.48% | −18−0.1% | Reduced |
| Bridge Creek Capital Management LLC | 19,727 | $1.53M | 0.58% | +990+5.3% | Added |
| Bank Hapoalim BM | 19,671 | $1.53M | 0.18% | +828+4.4% | Added |
| Montecito Bank & Trust | 19,600 | $1.52M | 0.29% | +581+3.1% | Added |
| WBH Advisory Inc | 19,730 | $1.52M | 0.22% | −797−3.9% | Reduced |
| American Research & Management Co. | 19,571 | $1.52M | 0.35% | −5,049−20.5% | Reduced |
| Integrated Investment Consultants, LLC | 19,446 | $1.51M | 0.44% | +2,018+11.6% | Added |
| Pictet Bank & Trust Ltd | 19,405 | $1.51M | 0.85% | −7,200−27.1% | Reduced |
| West Paces Advisors Inc. | 19,399 | $1.51M | 0.55% | +10+0.1% | Added |
| Wealthcare Advisory Partners LLC | 19,358 | $1.50M | 0.10% | −515−2.6% | Reduced |
| Enterprise Financial Services Corp | 19,348 | $1.50M | 0.24% | −814−4.0% | Reduced |
| Beaton Management Co. Inc. | 19,310 | $1.50M | 0.96% | −500−2.5% | Reduced |
| Longfellow Investment Management Co LLC | 19,286 | $1.50M | 0.21% | −7,762−28.7% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 19,224 | $1.50M | 0.31% | −2,415−11.2% | Reduced |
| Ridgewood Investments LLC | 19,182 | $1.49M | 0.96% | +3,516+22.4% | Added |
| Parcion Private Wealth LLC | 19,153 | $1.49M | 0.15% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 19,111 | $1.49M | 0.80% | −125−0.6% | Reduced |
| Washington Capital Management Inc | 19,053 | $1.48M | 1.79% | −340−1.8% | Reduced |
| Moloney Securities Asset Management, LLC | 19,046 | $1.48M | 0.27% | −1,251−6.2% | Reduced |
| Meristem Family Wealth, LLC | 18,992 | $1.48M | 0.23% | −1,139−5.7% | Reduced |
| Windsor Capital Management, LLC | 18,946 | $1.47M | 0.49% | −84−0.4% | Reduced |
| True North Advisors, LLC | 18,907 | $1.47M | 0.31% | +220+1.2% | Added |
| Doheny Asset Management | 18,890 | $1.47M | 0.95% | −6,535−25.7% | Reduced |
| Mason Investment Advisory Services, Inc. | 18,793 | $1.46M | 0.15% | +1,039+5.9% | Added |
| Pantheon Investment Group, LLC | 18,786 | $1.46M | 1.22% | −1,106−5.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 18,769 | $1.46M | 0.35% | −13,773−42.3% | Reduced |
| Grimes & Company, Inc. | 18,778 | $1.46M | 0.06% | +196+1.1% | Added |
| Notis-McConarty Edward | 18,685 | $1.45M | 0.54% | 00.0% | Unchanged |
| Chicago Capital, LLC | 18,676 | $1.45M | 0.06% | −180−1.0% | Reduced |
| Peak Asset Management, LLC | 18,606 | $1.45M | 0.36% | −357−1.9% | Reduced |
| Wimmer Associates 1, LLC | 18,557 | $1.44M | 0.85% | +535+3.0% | Added |
| Apollon Wealth Management, LLC | 18,498 | $1.44M | 0.26% | −893−4.6% | Reduced |
| Orion Portfolio Solutions, LLC | 18,420 | $1.43M | 0.06% | +1,600+9.5% | Added |
| Noesis Capital Mangement Corp | 18,337 | $1.43M | 0.29% | −26−0.1% | Reduced |
| Albion Financial Group | 18,399 | $1.43M | 0.12% | +18,399 | New |
| Robertson Stephens Wealth Management, LLC | 18,170 | $1.42M | 0.17% | −1,347−6.9% | Reduced |
| Financial Advocates Investment Management | 18,304 | $1.42M | 0.10% | −359−1.9% | Reduced |
| Covenant Multifamily Offices, LLC | 18,262 | $1.42M | 0.26% | +328+1.8% | Added |
| Cornerstone Advisory, LLC | 18,241 | $1.42M | 0.24% | +3,317+22.2% | Added |
| Cypress Capital, LLC | 18,221 | $1.42M | 1.38% | +3,183+21.2% | Added |
| Berman Capital Advisors, LLC | 18,228 | $1.42M | 0.23% | +8,257+82.8% | Added |
| Triangle Securities Wealth Management | 18,197 | $1.42M | 0.48% | +161+0.9% | Added |
| Amica Retiree Medical Trust | 18,101 | $1.41M | 0.89% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 18,039 | $1.40M | 0.16% | +2,075+13.0% | Added |
| American National Bank | 18,037 | $1.40M | 0.30% | +9,292+106.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 18,022 | $1.40M | 0.54% | +913+5.3% | Added |
| Gillespie Robinson & Grimm Inc | 17,998 | $1.40M | 0.12% | −907−4.8% | Reduced |
| Quest Investment Management LLC | 18,000 | $1.40M | 0.13% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 18,239 | $1.40M | 0.17% | −1,292−6.6% | Reduced |
| Malaga Cove Capital, LLC | 17,979 | $1.40M | 0.60% | +2,890+19.2% | Added |
| Keudell/Morrison Wealth Management | 17,879 | $1.39M | 0.76% | +2,492+16.2% | Added |
| Cim Investment Mangement Inc | 17,804 | $1.39M | 0.43% | −402−2.2% | Reduced |
| Focus Financial Network, Inc. | 17,651 | $1.38M | 0.18% | −85−0.5% | Reduced |
| Cavalier Investments, LLC | 17,790 | $1.38M | 0.50% | 00.0% | Unchanged |
| SRN Advisors, LLC | 17,748 | $1.38M | 0.47% | −1,801−9.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 17,725 | $1.38M | 0.53% | +27+0.2% | Added |
| Columbia Trust Co 01012016 | 17,470 | $1.36M | 0.77% | +414+2.4% | Added |
| Wintrust Investments LLC | 17,454 | $1.36M | 0.14% | −655−3.6% | Reduced |
| Redwood Investment Management, LLC | 17,437 | $1.36M | 0.22% | +3,726+27.2% | Added |
| Quadrant Private Wealth Management, LLC | 17,420 | $1.35M | 0.55% | −924−5.0% | Reduced |
| Sculati Wealth Management, LLC | 17,412 | $1.35M | 0.72% | +378+2.2% | Added |
| First Dallas Securities Inc. | 17,397 | $1.35M | 0.89% | −3,096−15.1% | Reduced |
| Kavar Capital Partners Group, LLC | 17,366 | $1.35M | 0.33% | −450−2.5% | Reduced |
| Atlas Brown,Inc. | 17,364 | $1.35M | 0.58% | +12+0.1% | Added |
| Arkadios Wealth Advisors | 17,335 | $1.35M | 0.16% | +5,021+40.8% | Added |
| Chase Investment Counsel Corp | 17,304 | $1.34M | 0.56% | +158+0.9% | Added |
| Foresight Wealth Management, LLC | 17,245 | $1.34M | 0.57% | +1,591+10.2% | Added |
| Community Capital Management, Inc. | 17,200 | $1.34M | 1.35% | +5,200+43.3% | Added |
| Joel Isaacson & Co., LLC | 17,172 | $1.33M | 0.10% | −952−5.3% | Reduced |