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 |
|---|---|---|---|---|---|
| Bull Street Advisors, LLC | 14,190 | $1.10M | 0.59% | 00.0% | Unchanged |
| Smith, Moore & Co. | 14,160 | $1.10M | 0.17% | +1,548+12.3% | Added |
| BSW Wealth Partners | 14,129 | $1.10M | 0.30% | +2,420+20.7% | Added |
| Center for Financial Planning, Inc. | 14,090 | $1.10M | 0.27% | +23+0.2% | Added |
| Dorchester Wealth Management Co | 14,058 | $1.09M | 0.25% | −90−0.6% | Reduced |
| XML Financial, LLC | 14,033 | $1.09M | 0.24% | +154+1.1% | Added |
| BOK Financial Private Wealth, Inc. | 14,029 | $1.09M | 0.09% | +3,944+39.1% | Added |
| Financial Sense Advisors, Inc. | 14,028 | $1.09M | 0.35% | +4,107+41.4% | Added |
| Waverton Investment Management Ltd | 14,000 | $1.09M | 0.04% | −500−3.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 14,003 | $1.09M | 0.48% | +920+7.0% | Added |
| Diligent Investors, LLC | 13,921 | $1.08M | 0.37% | −1,279−8.4% | Reduced |
| CoreFirst Bank & Trust | 13,926 | $1.08M | 0.74% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 13,918 | $1.08M | 0.09% | +481+3.6% | Added |
| Wealth Architects, LLC | 13,908 | $1.08M | 0.21% | +1,947+16.3% | Added |
| Sawtooth Solutions, LLC | 13,908 | $1.08M | 0.21% | +3,341+31.6% | Added |
| Inverness Counsel LLC | 13,905 | $1.08M | 0.04% | −2,302−14.2% | Reduced |
| CRA Financial Services, LLC | 13,885 | $1.08M | 0.38% | +293+2.2% | Added |
| Madison Wealth Management | 13,844 | $1.08M | 0.24% | +71+0.5% | Added |
| Bridgewater Advisors Inc. | 13,841 | $1.08M | 0.34% | +460+3.4% | Added |
| Insight Wealth Strategies, LLC | 13,819 | $1.07M | 0.15% | −3,917−22.1% | Reduced |
| Aurora Private Wealth, Inc. | 13,809 | $1.07M | 0.43% | +576+4.4% | Added |
| GM Advisory Group, Inc. | 13,775 | $1.07M | 0.11% | −2,956−17.7% | Reduced |
| Coastal Investment Advisors, Inc. | 13,749 | $1.07M | 0.25% | +315+2.3% | Added |
| Gamble Jones Investment Counsel | 13,699 | $1.06M | 0.07% | −255−1.8% | Reduced |
| Capital Advantage, Inc. | 13,688 | $1.06M | 0.28% | −61−0.4% | Reduced |
| Barry Investment Advisors, LLC | 13,544 | $1.06M | 0.28% | +1,837+15.7% | Added |
| Pinnacle Holdings, LLC | 13,619 | $1.06M | 0.49% | +200+1.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 13,537 | $1.06M | 0.45% | +756+5.9% | Added |
| Northwest Capital Management Inc | 13,721 | $1.05M | 0.59% | +166+1.2% | Added |
| KCS Wealth Advisory | 13,523 | $1.05M | 0.50% | +779+6.1% | Added |
| Summit Financial, LLC | 13,375 | $1.05M | 0.10% | +13,375 | New |
| IFG Advisory, LLC | 13,461 | $1.05M | 0.12% | −147−1.1% | Reduced |
| Altavista Wealth Management, Inc. | 13,438 | $1.04M | 0.23% | −610−4.3% | Reduced |
| Cedar Wealth Management, LLC | 13,398 | $1.04M | 0.47% | +2,384+21.6% | Added |
| Integrated Advisors Network LLC | 13,347 | $1.04M | 0.08% | −13−0.1% | Reduced |
| Lantz Financial LLC | 13,328 | $1.04M | 0.53% | +1,438+12.1% | Added |
| YHB Investment Advisors, Inc. | 13,316 | $1.04M | 0.09% | +145+1.1% | Added |
| Cribstone Capital Management, LLC | 13,248 | $1.03M | 0.62% | +434+3.4% | Added |
| Mizuho Securities USA LLC | 13,187 | $1.03M | 0.08% | −10,659−44.7% | Reduced |
| Henshaw Capital LLC | 13,169 | $1.02M | 0.06% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 13,161 | $1.02M | 0.33% | −422−3.1% | Reduced |
| Eos Management, L.P. | 13,160 | $1.02M | 0.54% | 00.0% | Unchanged |
| Cadinha & Co LLC | 13,160 | $1.02M | 0.14% | +615+4.9% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 13,143 | $1.02M | 0.75% | +892+7.3% | Added |
| Parsec Financial Management, Inc. | 13,109 | $1.02M | 0.05% | +44+0.3% | Added |
| Navalign, LLC | 13,113 | $1.02M | 0.43% | +409+3.2% | Added |
| Fort, L.P. | 13,100 | $1.02M | 0.29% | −6,131−31.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 13,095 | $1.02M | 0.24% | +93+0.7% | Added |
| Parallax Volatility Advisers, L.P. | 13,042 | $1.01M | 0.01% | −148,444−91.9% | Reduced |
| HawsGoodwin Investment Management LLC | 13,027 | $1.01M | 0.31% | +71+0.5% | Added |
| Aft, Forsyth & Sober, LLC | 13,000 | $1.01M | 0.38% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 12,989 | $1.01M | 0.05% | −307−2.3% | Reduced |
| Auxano Advisors, LLC | 12,963 | $1.01M | 0.46% | −310−2.3% | Reduced |
| Ritholtz Wealth Management | 12,942 | $1.01M | 0.07% | +1,883+17.0% | Added |
| Centaurus Financial, Inc. | 12,913 | $1.00M | 0.08% | +1,078+9.1% | Added |
| Burleson & Company, LLC | 12,878 | $1.00M | 0.15% | −522−3.9% | Reduced |
| Spears Abacus Advisors LLC | 12,858 | $1.00M | 0.07% | +245+1.9% | Added |
| Knuff & Co LLC | 12,845 | $999.0K | 0.37% | −800−5.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 12,841 | $999.0K | 0.32% | +1,320+11.5% | Added |
| Global Retirement Partners, LLC | 12,823 | $997.0K | 0.10% | −1,082−7.8% | Reduced |
| BCS Wealth Management | 12,799 | $995.0K | 0.53% | +88+0.7% | Added |
| Regal Investment Advisors LLC | 12,797 | $995.0K | 0.10% | +12,797 | New |
| Legg Mason Asset Management (Japan) Co., Ltd. | 12,776 | $994.0K | 1.09% | +1,290+11.2% | Added |
| Hardman Johnston Global Advisors LLC | 12,750 | $992.0K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 12,743 | $991.0K | 0.53% | +490+4.0% | Added |
| Segment Wealth Management, LLC | 12,691 | $987.0K | 0.12% | +103+0.8% | Added |
| NorthCoast Asset Management LLC | 12,688 | $987.0K | 0.04% | +258+2.1% | Added |
| Plancorp, LLC | 12,680 | $986.0K | 0.08% | −171−1.3% | Reduced |
| Physicians Financial Services, Inc. | 12,670 | $985.0K | 0.40% | −1,265−9.1% | Reduced |
| Stableford Capital II LLC | 12,619 | $981.0K | 0.47% | +910+7.8% | Added |
| Gilman Hill Asset Management, LLC | 12,593 | $979.0K | 0.25% | +1,292+11.4% | Added |
| Accredited Investors Inc. | 12,580 | $978.0K | 0.10% | −37−0.3% | Reduced |
| ETF Managers Group, LLC | 12,669 | $978.0K | 0.02% | +3,458+37.5% | Added |
| GYL Financial Synergies, LLC | 12,521 | $974.0K | 0.50% | +1,498+13.6% | Added |
| Bremer Bank National Association | 12,512 | $973.0K | 0.21% | −1,917−13.3% | Reduced |
| Lumina Fund Management LLC | 12,500 | $972.0K | 0.47% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 12,483 | $970.8K | 0.55% | −149−1.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 12,465 | $969.0K | 0.02% | +443+3.7% | Added |
| Port Capital LLC | 12,426 | $966.0K | 0.05% | +72+0.6% | Added |
| Capital Asset Advisory Services LLC | 12,308 | $965.0K | 0.11% | −895−6.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,399 | $964.0K | 0.67% | +776+6.7% | Added |
| Compton Wealth Advisory Group, LLC | 12,392 | $964.0K | 0.45% | +1,360+12.3% | Added |
| Perkins Capital Management Inc | 12,275 | $955.0K | 0.54% | 00.0% | Unchanged |
| ACG Wealth | 12,251 | $953.0K | 0.12% | −1,922−13.6% | Reduced |
| Univest Financial Corp | 12,216 | $950.0K | 0.26% | +1,594+15.0% | Added |
| Hemington Wealth Management | 12,202 | $949.0K | 0.40% | −262−2.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 12,185 | $948.0K | 0.53% | −29−0.2% | Reduced |
| Doliver Advisors, LP | 12,187 | $948.0K | 0.31% | +866+7.6% | Added |
| Weather Gauge Advisory, LLC | 12,180 | $947.0K | 1.10% | −177−1.4% | Reduced |
| Angeles Investment Advisors, LLC | 12,182 | $947.0K | 0.06% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 12,181 | $947.0K | 0.06% | +123+1.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 12,152 | $945.0K | 0.26% | +500+4.3% | Added |
| Clean Yield Group | 12,120 | $943.0K | 0.35% | +70+0.6% | Added |
| Chicago Partners Investment Group LLC | 12,198 | $942.0K | 0.07% | −1,366−10.1% | Reduced |
| Signature Wealth Management Partners, LLC | 12,112 | $942.0K | 0.86% | +3,323+37.8% | Added |
| InTrack Investment Management Inc | 12,050 | $941.0K | 0.74% | +1,050+9.5% | Added |
| Advisor OS, LLC | 12,093 | $941.0K | 0.20% | +2,003+19.9% | Added |
| Eads & Heald Wealth Management | 12,091 | $940.0K | 0.46% | −85−0.7% | Reduced |
| Lakeview Capital Partners, LLC | 12,032 | $936.0K | 0.41% | +146+1.2% | Added |
| StoneX Group Inc. | 11,910 | $934.0K | 0.14% | +869+7.9% | Added |