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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $196.9B |
| Q3 2024 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| FineMark National Bank & Trust | 168,736 | $13.1M | 0.53% | −1,313−0.8% | Reduced |
| New Mexico Educational Retirement Board | 168,686 | $13.1M | 0.45% | +9,000+5.6% | Added |
| Suncoast Equity Management | 167,677 | $13.0M | 1.70% | +1,007+0.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 167,075 | $13.0M | 0.23% | +25,973+18.4% | Added |
| First National Bank of Omaha | 168,316 | $13.0M | 0.68% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 166,628 | $13.0M | 0.07% | +36,319+27.9% | Added |
| Connors Investor Services Inc | 166,499 | $12.9M | 1.35% | −852−0.5% | Reduced |
| Reilly Financial Advisors, LLC | 165,465 | $12.9M | 1.04% | +16,674+11.2% | Added |
| Bourgeon Capital Management LLC | 165,087 | $12.8M | 2.76% | +11,830+7.7% | Added |
| Varma Mutual Pension Insurance Co | 164,800 | $12.8M | 0.19% | +20,000+13.8% | Added |
| Argent Trust Co | 164,787 | $12.8M | 0.84% | +6,233+3.9% | Added |
| Arnhold LLC | 164,115 | $12.8M | 1.45% | +18,642+12.8% | Added |
| Pictet & Cie (Europe) SA | 163,960 | $12.8M | 0.45% | −399−0.2% | Reduced |
| Freestone Capital Holdings, LLC | 163,886 | $12.7M | 0.64% | +21,421+15.0% | Added |
| Summit Global Investments | 163,920 | $12.7M | 0.76% | −4,491−2.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 163,292 | $12.7M | 0.25% | +45,177+38.2% | Added |
| Parus Finance (UK) Ltd | 162,063 | $12.6M | 3.06% | +1,304+0.8% | Added |
| Magnetar Financial LLC | 160,381 | $12.5M | 0.13% | −404,340−71.6% | Reduced |
| Gabalex Capital Management LLC | 160,000 | $12.4M | 5.85% | +10,000+6.7% | Added |
| Pacer Advisors, Inc. | 158,934 | $12.4M | 0.18% | +16,332+11.5% | Added |
| Beaumont Financial Partners, LLC | 158,628 | $12.3M | 0.94% | −1,454−0.9% | Reduced |
| Pinebridge Investments, L.P. | 158,427 | $12.3M | 0.14% | −119,146−42.9% | Reduced |
| Cornerstone Advisors, LLC | 158,000 | $12.3M | 0.73% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 157,900 | $12.3M | 0.30% | +1,100+0.7% | Added |
| Skba Capital Management LLC | 156,150 | $12.1M | 2.38% | −39,250−20.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 153,826 | $12.1M | 0.23% | −3,491−2.2% | Reduced |
| Bollard Group LLC | 154,813 | $12.0M | 0.38% | +10,386+7.2% | Added |
| Xponance, Inc. | 154,510 | $12.0M | 0.22% | −304,792−66.4% | Reduced |
| People's United Financial, Inc. | 153,958 | $12.0M | 0.27% | +3,806+2.5% | Added |
| Bartlett & Co. LLC | 153,826 | $12.0M | 0.23% | −3,491−2.2% | Reduced |
| LaFleur & Godfrey LLC | 153,324 | $11.9M | 1.71% | +31,189+25.5% | Added |
| Parthenon LLC | 152,968 | $11.9M | 1.78% | +940+0.6% | Added |
| CCM Investment Advisers LLC | 151,740 | $11.8M | 1.51% | +10,026+7.1% | Added |
| Gradient Investments LLC | 151,576 | $11.8M | 0.34% | +8,762+6.1% | Added |
| Eagle Global Advisors LLC | 151,437 | $11.8M | 0.76% | +982+0.7% | Added |
| Middleton & Co Inc | 150,630 | $11.7M | 1.27% | −3,781−2.4% | Reduced |
| Nicola Wealth Management Ltd. | 150,041 | $11.7M | 1.20% | −8,978−5.6% | Reduced |
| Patten & Patten Inc | 148,048 | $11.5M | 0.88% | +6,411+4.5% | Added |
| Kentucky Retirement Systems | 147,445 | $11.5M | 0.54% | −1,776−1.2% | Reduced |
| Hennessy Advisors Inc | 146,450 | $11.4M | 0.63% | +3,650+2.6% | Added |
| Columbia Asset Management | 144,727 | $11.3M | 2.51% | −13,563−8.6% | Reduced |
| Mengis Capital Management, Inc. | 144,725 | $11.3M | 2.33% | +17,456+13.7% | Added |
| Veritable, L.P. | 142,977 | $11.1M | 0.18% | +7,775+5.8% | Added |
| FIL Ltd | 142,891 | $11.1M | 0.01% | +4,218+3.0% | Added |
| Hyman Charles D | 142,844 | $11.1M | 0.78% | +2,554+1.8% | Added |
| Lowe Brockenbrough & Co Inc | 142,781 | $11.1M | 1.00% | +3,337+2.4% | Added |
| Smith, Salley & Associates | 142,753 | $11.1M | 0.90% | +4,684+3.4% | Added |
| Gotham Asset Management, LLC | 140,711 | $10.9M | 0.46% | −28,843−17.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 140,554 | $10.9M | 0.36% | −18,494−11.6% | Reduced |
| Pathstone Family Office, LLC | 140,199 | $10.9M | 0.33% | +6,937+5.2% | Added |
| Park National Corp | 140,256 | $10.9M | 0.46% | −21,380−13.2% | Reduced |
| MAI Capital Management | 139,895 | $10.9M | 0.22% | −5,880−4.0% | Reduced |
| Tower Research Capital LLC (TRC) | 139,492 | $10.8M | 0.28% | −200,670−59.0% | Reduced |
| Monarch Capital Management Inc | 138,766 | $10.8M | 3.08% | +210.0% | Added |
| Edge Wealth Management LLC | 138,063 | $10.8M | 2.19% | +3,134+2.3% | Added |
| Bragg Financial Advisors, Inc | 138,453 | $10.8M | 0.69% | +4,659+3.5% | Added |
| GAM Holding AG | 137,197 | $10.7M | 0.47% | −1,266−0.9% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 136,991 | $10.7M | 0.80% | +71+0.1% | Added |
| Ar Asset Management Inc | 134,670 | $10.5M | 2.93% | 00.0% | Unchanged |
| Kdi Capital Partners LLC | 134,287 | $10.4M | 3.44% | −15,838−10.5% | Reduced |
| Karpas Strategies, LLC | 134,053 | $10.4M | 3.70% | 00.0% | Unchanged |
| Sicart Associates LLC | 133,141 | $10.4M | 2.48% | +61,365+85.5% | Added |
| Quantitative Investment Management, LLC | 131,778 | $10.2M | 0.93% | +131,778 | New |
| Segall Bryant & Hamill, LLC | 131,085 | $10.2M | 0.10% | −4,143−3.1% | Reduced |
| Auxier Asset Management | 130,976 | $10.2M | 1.69% | +850+0.7% | Added |
| Eastern Bank | 130,623 | $10.2M | 0.50% | −2,521−1.9% | Reduced |
| B. Riley Wealth Management, Inc. | 130,305 | $10.1M | 1.12% | −7,525−5.5% | Reduced |
| Logan Capital Management Inc | 130,194 | $10.1M | 0.47% | −1,843−1.4% | Reduced |
| First Horizon Corp | 129,582 | $10.1M | 0.90% | +519+0.4% | Added |
| Te Ahumairangi Investment Management Ltd | 129,452 | $10.1M | 1.32% | −13,530−9.5% | Reduced |
| Jacobs & Co | 128,874 | $10.0M | 1.16% | +15,617+13.8% | Added |
| Community Bank, N.A. | 128,612 | $10.0M | 1.18% | +3,999+3.2% | Added |
| M&R Capital Management Inc | 127,865 | $9.94M | 2.28% | +3,094+2.5% | Added |
| Charter Trust Co | 127,716 | $9.93M | 0.92% | −1,230−1.0% | Reduced |
| Simmons Bank | 127,459 | $9.91M | 0.72% | −7,537−5.6% | Reduced |
| Central Trust Co | 126,720 | $9.86M | 0.36% | −11,267−8.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 126,649 | $9.85M | 0.47% | −3,610−2.8% | Reduced |
| Country Club Trust Company, n.a. | 127,050 | $9.81M | 0.86% | +6,551+5.4% | Added |
| Congress Asset Management Co | 126,017 | $9.80M | 0.08% | +5,137+4.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 125,467 | $9.76M | 1.56% | +2,121+1.7% | Added |
| Woodstock Corp | 125,375 | $9.75M | 1.15% | −975−0.8% | Reduced |
| Hantz Financial Services, Inc. | 125,239 | $9.74M | 0.36% | +6,026+5.1% | Added |
| Morgan Dempsey Capital Management LLC | 124,894 | $9.71M | 3.04% | −4,710−3.6% | Reduced |
| Greenwood Gearhart Inc | 124,881 | $9.71M | 1.57% | +6,405+5.4% | Added |
| Oxbow Advisors, LLC | 124,288 | $9.67M | 1.00% | +4,633+3.9% | Added |
| Massmutual Trust Co FSB | 124,247 | $9.66M | 0.41% | +5,277+4.4% | Added |
| Beacon Investment Advisory Services, Inc. | 124,236 | $9.66M | 0.39% | −1,781−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 123,723 | $9.62M | 0.88% | +11,626+10.4% | Added |
| American Assets Investment Management, LLC | 123,000 | $9.57M | 1.25% | +10,000+8.8% | Added |
| Majedie Asset Management Ltd | 122,643 | $9.54M | 0.63% | +46,478+61.0% | Added |
| Ziegler Capital Management, LLC | 122,475 | $9.53M | 0.32% | −177,666−59.2% | Reduced |
| Financial Partners Capital Management LLC | 122,276 | $9.51M | 1.75% | +12,584+11.5% | Added |
| Woodmont Investment Counsel LLC | 121,036 | $9.41M | 1.48% | +22,008+22.2% | Added |
| Unigestion Holding SA | 121,335 | $9.37M | 0.34% | −226,665−65.1% | Reduced |
| Brightworth | 120,243 | $9.35M | 0.80% | +11,174+10.2% | Added |
| Bizma Investimentos Ltda | 120,000 | $9.33M | 4.86% | 00.0% | Unchanged |
| PointState Capital LP | 120,000 | $9.33M | 0.22% | +85,000+242.9% | Added |
| Evercore Wealth Management, LLC | 119,979 | $9.33M | 0.17% | −6,902−5.4% | Reduced |
| Alley Co LLC | 119,487 | $9.29M | 1.69% | +4,446+3.9% | Added |
| Sonora Investment Management, LLC | 119,361 | $9.28M | 1.21% | +11,536+10.7% | Added |