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 |
|---|---|---|---|---|---|
| AlphaCentric Advisors LLC | 12,000 | $933.0K | 0.25% | −2,500−17.2% | Reduced |
| P.A.W. Capital Corp | 12,000 | $933.0K | 0.80% | +1,500+14.3% | Added |
| VeraBank, N.A. | 11,995 | $932.0K | 0.55% | +656+5.8% | Added |
| Abacus Planning Group, Inc. | 11,942 | $929.0K | 0.28% | −157−1.3% | Reduced |
| Security Asset Management | 11,934 | $928.0K | 0.37% | −1,029−7.9% | Reduced |
| Legacy Financial Advisors, Inc. | 11,923 | $927.0K | 0.23% | +1,001+9.2% | Added |
| Roosevelt Investment Group LLC | 11,904 | $926.0K | 0.06% | 00.0% | Unchanged |
| Dillon & Associates Inc | 11,863 | $925.0K | 0.18% | −1,615−12.0% | Reduced |
| Avidian Wealth Solutions, LLC | 11,885 | $924.0K | 0.07% | +2,878+32.0% | Added |
| Charter Oak Capital Management, LLC | 11,847 | $921.0K | 0.12% | +6+0.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 11,816 | $919.0K | 0.55% | +302+2.6% | Added |
| Trustco Bank Corp N Y | 11,813 | $918.0K | 0.83% | −575−4.6% | Reduced |
| Redmond Asset Management, LLC | 11,769 | $915.0K | 0.27% | −821−6.5% | Reduced |
| CFM Wealth Partners LLC | 11,744 | $913.0K | 0.24% | +83+0.7% | Added |
| Apriem Advisors | 11,735 | $913.0K | 0.14% | +425+3.8% | Added |
| Schulhoff & Co Inc | 11,723 | $911.0K | 0.40% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 11,683 | $909.0K | 0.42% | −13,336−53.3% | Reduced |
| Ellevest, Inc. | 11,640 | $905.0K | 0.09% | +2,276+24.3% | Added |
| Stonnington Group, LLC | 11,545 | $902.0K | 0.20% | −2,645−18.6% | Reduced |
| Occidental Asset Management, LLC | 11,552 | $898.0K | 0.24% | −35−0.3% | Reduced |
| Cascadia Advisory Services, LLC | 11,545 | $898.0K | 0.19% | +1,074+10.3% | Added |
| Covenant Partners, LLC | 11,522 | $896.0K | 0.34% | −2,306−16.7% | Reduced |
| Navellier & Associates Inc | 11,523 | $896.0K | 0.14% | −173−1.5% | Reduced |
| Global Trust Asset Management, LLC | 11,520 | $896.0K | 0.43% | +2,680+30.3% | Added |
| Alaethes Wealth LLC | 11,488 | $893.0K | 0.69% | +51+0.4% | Added |
| Kiley Juergens Wealth Management, LLC | 11,488 | $893.0K | 0.41% | +11,488 | New |
| Allen Capital Group, LLC | 11,462 | $891.0K | 0.18% | −58−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,452 | $891.0K | 0.16% | +1,410+14.0% | Added |
| Summit Wealth Partners, LLC | 11,440 | $889.7K | 0.21% | −49−0.4% | Reduced |
| Psagot Investment House Ltd. | 11,387 | $886.0K | 0.03% | −64,745−85.0% | Reduced |
| Bowling Portfolio Management LLC | 11,384 | $885.0K | 0.20% | −935−7.6% | Reduced |
| IMS Capital Management | 11,376 | $885.0K | 0.52% | −398−3.4% | Reduced |
| Commerzbank Aktiengesellschaft | 11,380 | $885.0K | 0.06% | +2,770+32.2% | Added |
| MTM Investment Management, LLC | 11,369 | $884.0K | 0.46% | −1,873−14.1% | Reduced |
| LCNB Corp | 11,369 | $884.0K | 0.44% | +1,500+15.2% | Added |
| Wall Street Access Asset Management, LLC | 11,337 | $882.0K | 0.50% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 11,292 | $879.0K | 0.17% | −382−3.3% | Reduced |
| Qube Research & Technologies Ltd | 11,293 | $878.0K | 0.01% | +11,293 | New |
| Investors Research Corp | 11,276 | $877.0K | 0.30% | +150+1.3% | Added |
| North Star Asset Management Inc | 11,263 | $876.0K | 0.05% | −30−0.3% | Reduced |
| Opus Capital Group, LLC | 11,269 | $876.0K | 0.20% | +275+2.5% | Added |
| Crumly & Associates Inc. | 11,252 | $875.0K | 0.42% | +4,686+71.4% | Added |
| Caption Management, LLC | 11,200 | $871.0K | 0.08% | +11,200 | New |
| Global Financial Private Client, LLC | 11,143 | $869.0K | 0.49% | +2,141+23.8% | Added |
| Pioneer Trust Bank N A | 11,168 | $868.0K | 0.25% | −37,256−76.9% | Reduced |
| Camelot Portfolios, LLC | 11,108 | $864.0K | 0.35% | −529−4.5% | Reduced |
| BancorpSouth Bank | 11,102 | $864.0K | 0.13% | −65−0.6% | Reduced |
| Bayesian Capital Management, LP | 11,100 | $863.0K | 0.23% | −31,700−74.1% | Reduced |
| Roman Butler Fullerton & Co | 11,027 | $858.0K | 0.42% | −10−0.1% | Reduced |
| Interchange Capital Partners, LLC | 11,031 | $857.0K | 1.33% | −2,430−18.1% | Reduced |
| Kathmere Capital Management, LLC | 11,023 | $857.0K | 0.16% | +913+9.0% | Added |
| Good Life Advisors, LLC | 10,982 | $854.0K | 0.16% | +6,530+146.7% | Added |
| Colton Groome Financial Advisors, LLC | 10,960 | $852.0K | 0.39% | +10,960 | New |
| Gries Financial LLC | 11,270 | $851.0K | 0.27% | 00.0% | Unchanged |
| Argent Capital Management LLC | 10,918 | $849.0K | 0.03% | +40.0% | Added |
| Community Trust & Investment Co | 10,915 | $849.0K | 0.08% | +5,406+98.1% | Added |
| Baker Ellis Asset Management LLC | 10,850 | $844.0K | 0.17% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10,842 | $843.0K | 0.37% | +70+0.6% | Added |
| Mark Stevens | 10,768 | $838.0K | 0.09% | −890−7.6% | Reduced |
| LexAurum Advisors, LLC | 10,715 | $833.0K | 0.25% | +752+7.5% | Added |
| Matrix Private Capital Group LLC | 10,612 | $832.0K | 0.46% | +22+0.2% | Added |
| Sunbelt Securities, Inc. | 10,648 | $831.0K | 0.15% | +35+0.3% | Added |
| Fulton Breakefield Broenniman LLC | 10,672 | $830.0K | 0.07% | −25−0.2% | Reduced |
| Burns J W & Co Inc | 10,665 | $829.0K | 0.13% | +40+0.4% | Added |
| Freedom Day Solutions, LLC | 10,614 | $825.0K | 0.39% | −1,428−11.9% | Reduced |
| AlphaStar Capital Management, LLC | 10,497 | $823.0K | 0.11% | +1,348+14.7% | Added |
| Family Management Corp | 10,575 | $822.0K | 0.22% | +6,595+165.7% | Added |
| First Financial Corp | 10,548 | $820.0K | 0.55% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 10,530 | $819.0K | 0.16% | +636+6.4% | Added |
| Cable Hill Partners, LLC | 10,537 | $819.0K | 0.20% | +1,877+21.7% | Added |
| Aureus Asset Management, LLC | 10,512 | $818.0K | 0.05% | +207+2.0% | Added |
| Abundance Wealth Counselors | 10,520 | $818.0K | 0.21% | +4,578+77.0% | Added |
| First Washington CORP | 10,482 | $815.0K | 0.30% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 10,482 | $815.0K | 0.01% | +4,274+68.8% | Added |
| First Mercantile Trust Co | 10,456 | $813.0K | 0.10% | +3,298+46.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,434 | $811.0K | 0.20% | +3,009+40.5% | Added |
| McKinley Carter Wealth Services, Inc. | 10,415 | $810.0K | 0.07% | −106−1.0% | Reduced |
| Sonata Capital Group Inc | 10,416 | $810.0K | 0.37% | +20.0% | Added |
| Chapman Investment Management, LLC | 10,411 | $810.0K | 0.45% | +1,097+11.8% | Added |
| Capital Square, LLC | 10,596 | $809.0K | 0.60% | −15−0.1% | Reduced |
| Oak Grove Capital LLC | 10,400 | $809.0K | 0.19% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 10,401 | $809.0K | 0.31% | +230+2.3% | Added |
| Nations Financial Group Inc, | 10,375 | $807.0K | 0.14% | −2,764−21.0% | Reduced |
| Investors Financial Group, LLC | 10,337 | $804.0K | 0.43% | −94−0.9% | Reduced |
| Coastal Bridge Advisors, LLC | 10,308 | $802.0K | 0.16% | −511−4.7% | Reduced |
| Sage Rhino Capital LLC | 10,290 | $800.0K | 0.24% | +153+1.5% | Added |
| Bernardo Wealth Planning LLC | 10,292 | $800.0K | 0.48% | +163+1.6% | Added |
| Palumbo Wealth Management LLC | 10,292 | $800.0K | 0.54% | +642+6.7% | Added |
| New World Advisors LLC | 10,292 | $800.0K | 0.54% | +10,292 | New |
| Charles Schwab Trust Co | 10,245 | $797.0K | 0.16% | −250−2.4% | Reduced |
| WealthShield Partners, LLC | 10,253 | $797.0K | 0.12% | +1,966+23.7% | Added |
| Absher Wealth Management, LLC | 10,190 | $792.0K | 0.14% | +1,489+17.1% | Added |
| Highland Private Wealth Management | 10,169 | $791.0K | 0.12% | +304+3.1% | Added |
| Hall Capital Management Co Inc | 10,101 | $786.0K | 0.51% | +10,101 | New |
| Merit Financial Group, LLC | 10,066 | $783.0K | 0.07% | −144−1.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 10,056 | $782.0K | 0.42% | 00.0% | Unchanged |
| Papp L Roy & Associates | 10,059 | $782.0K | 0.10% | +866+9.4% | Added |
| Klingman & Associates, LLC | 10,045 | $781.0K | 0.07% | +4,434+79.0% | Added |
| Granite Investment Partners, LLC | 10,026 | $780.0K | 0.02% | −225−2.2% | Reduced |
| True Link Financial Advisors, LLC | 1,532 | $780.0K | 0.11% | +182+13.5% | Added |