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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 88,945 | $6.92M | 1.32% | −825−0.9% | Reduced |
| Cutler Capital Management, LLC | 88,475 | $6.88M | 2.64% | +17,095+23.9% | Added |
| Carret Asset Management, LLC | 87,648 | $6.82M | 0.80% | +5,893+7.2% | Added |
| Wedbush Securities Inc | 87,619 | $6.81M | 0.32% | +18,054+26.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 87,015 | $6.77M | 2.55% | +29,313+50.8% | Added |
| Core Alternative Capital | 86,906 | $6.76M | 1.57% | +15,095+21.0% | Added |
| First Nebraska Trust Co | 86,823 | $6.75M | 0.88% | +2,175+2.6% | Added |
| GHP Investment Advisors, Inc. | 86,731 | $6.75M | 0.54% | +1,911+2.3% | Added |
| Clearstead Advisors, LLC | 86,715 | $6.74M | 0.52% | +882+1.0% | Added |
| Ethic Inc. | 86,410 | $6.72M | 0.81% | +32,687+60.8% | Added |
| Park Avenue Securities LLC | 86,213 | $6.71M | 0.14% | +2,606+3.1% | Added |
| Cary Street Partners Asset Management LLC | 86,162 | $6.70M | 1.60% | −150,150−63.5% | Reduced |
| Geneos Wealth Management Inc. | 85,048 | $6.68M | 0.26% | +33,351+64.5% | Added |
| Vestmark Advisory Solutions, Inc. | 85,809 | $6.67M | 0.47% | +5,162+6.4% | Added |
| Beese Fulmer Investment Management, Inc. | 85,663 | $6.66M | 0.75% | −259−0.3% | Reduced |
| Naples Global Advisors, LLC | 85,655 | $6.66M | 0.93% | +4,441+5.5% | Added |
| Trust Co of Vermont | 85,495 | $6.65M | 0.46% | +5,868+7.4% | Added |
| Diversified Trust Co | 85,206 | $6.63M | 0.24% | −5,705−6.3% | Reduced |
| Rathbone Brothers plc | 84,997 | $6.61M | 0.07% | +11,978+16.4% | Added |
| Argyle Capital Management Inc. | 84,127 | $6.54M | 2.11% | −350.0% | Reduced |
| Cetera Advisors LLC | 83,841 | $6.52M | 0.15% | +3,734+4.7% | Added |
| WealthBridge Investment Counsel Inc. | 83,795 | $6.52M | 2.89% | +3,075+3.8% | Added |
| Sky Investment Group LLC | 83,654 | $6.51M | 1.47% | +1,149+1.4% | Added |
| Violich Capital Management, Inc. | 83,611 | $6.50M | 1.09% | 00.0% | Unchanged |
| Marco Investment Management LLC | 83,469 | $6.49M | 0.75% | +50+0.1% | Added |
| CWA Asset Management Group, LLC | 83,155 | $6.49M | 0.53% | +13,118+18.7% | Added |
| SageGuard Financial Group, LLC | 83,136 | $6.47M | 2.94% | −17,759−17.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 85,671 | $6.47M | 0.25% | −300−0.3% | Reduced |
| Principle Wealth Partners LLC | 82,751 | $6.44M | 0.73% | −230.0% | Reduced |
| Inscription Capital, LLC | 82,751 | $6.44M | 0.73% | +54,067+188.5% | Added |
| Usca Ria LLC | 81,214 | $6.32M | 0.38% | +2,692+3.4% | Added |
| Live Oak Private Wealth LLC | 81,117 | $6.31M | 1.39% | +12,382+18.0% | Added |
| Inlet Private Wealth, LLC | 81,020 | $6.30M | 1.65% | +1,460+1.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 80,462 | $6.26M | 0.72% | +1,915+2.4% | Added |
| Ashfield Capital Partners, LLC | 80,249 | $6.24M | 0.44% | −2,779−3.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 80,252 | $6.24M | 0.83% | 00.0% | Unchanged |
| Canandaigua National Corp | 79,830 | $6.21M | 1.01% | −299−0.4% | Reduced |
| John G Ullman & Associates Inc | 79,423 | $6.18M | 0.80% | −500−0.6% | Reduced |
| Security National Bank | 79,413 | $6.18M | 1.63% | +3,922+5.2% | Added |
| Avantax Advisory Services, Inc. | 79,213 | $6.17M | 0.11% | +6,306+8.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 79,191 | $6.16M | 0.59% | −6,544−7.6% | Reduced |
| Cigna Investments Inc | 79,024 | $6.14M | 0.44% | −12,070−13.3% | Reduced |
| Oakwood Capital Management LLC | 78,976 | $6.14M | 1.58% | −2,770−3.4% | Reduced |
| Augustine Asset Management Inc | 78,723 | $6.12M | 3.16% | −7,346−8.5% | Reduced |
| Equitable Trust Co | 78,715 | $6.12M | 0.39% | −4,211−5.1% | Reduced |
| RPG Investment Advisory, LLC | 77,663 | $6.04M | 0.98% | +1,808+2.4% | Added |
| Jefferies Group LLC | 77,629 | $6.04M | 0.11% | +40,674+110.1% | Added |
| tru Independence LLC | 77,390 | $6.02M | 1.77% | +518+0.7% | Added |
| QV Investors Inc. | 77,260 | $6.01M | 0.37% | +17,940+30.2% | Added |
| Opus Investment Management Inc | 77,100 | $6.00M | 0.90% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 76,983 | $5.99M | 0.22% | +16,930+28.2% | Added |
| Adalta Capital Management LLC | 76,150 | $5.97M | 3.25% | +50+0.1% | Added |
| Sigma Planning Corp | 76,248 | $5.93M | 0.18% | +2,733+3.7% | Added |
| DuPont Capital Management Corp | 76,213 | $5.93M | 0.14% | −14,793−16.3% | Reduced |
| Keystone Financial Planning, Inc. | 75,735 | $5.89M | 2.13% | +75,735 | New |
| Evergreen Capital Management LLC | 75,514 | $5.87M | 0.28% | −2,215−2.8% | Reduced |
| Guyasuta Investment Advisors Inc | 75,505 | $5.87M | 0.42% | +3,355+4.7% | Added |
| Rothschild Investment Corp | 75,426 | $5.87M | 0.47% | −5,234−6.5% | Reduced |
| Sectoral Asset Management Inc | 75,250 | $5.85M | 0.47% | +75,250 | New |
| Beech Hill Advisors, Inc. | 74,948 | $5.83M | 2.37% | −3,685−4.7% | Reduced |
| Mirabella Financial Services LLP | 74,590 | $5.80M | 1.12% | +55,129+283.3% | Added |
| Brookstone Capital Management | 74,341 | $5.77M | 0.10% | +16,966+29.6% | Added |
| Pensionfund DSM Netherlands | 74,000 | $5.75M | 0.74% | 00.0% | Unchanged |
| Corbenic Partners LLC | 73,267 | $5.75M | 1.51% | +7,337+11.1% | Added |
| Beacon Pointe Advisors, LLC | 73,791 | $5.74M | 0.20% | +41,440+128.1% | Added |
| Buffington Mohr McNeal | 73,734 | $5.73M | 1.12% | +4,052+5.8% | Added |
| BLB&B Advisors, LLC | 73,591 | $5.72M | 0.41% | −1,602−2.1% | Reduced |
| Bridgewater Associates, LP | 73,297 | $5.70M | 0.04% | +73,297 | New |
| Boit C F David | 73,199 | $5.69M | 4.34% | +73,199 | New |
| Vident Investment Advisory, LLC | 72,866 | $5.67M | 0.17% | +18,532+34.1% | Added |
| Trust Co of Virginia | 73,275 | $5.66M | 0.62% | −410−0.6% | Reduced |
| Founders Capital Management, LLC | 72,528 | $5.64M | 1.36% | −13,751−15.9% | Reduced |
| Icon Wealth Partners, LLC | 72,419 | $5.63M | 0.60% | +13,225+22.3% | Added |
| Providence Capital Advisors, LLC | 72,115 | $5.61M | 1.83% | +4,258+6.3% | Added |
| Bright Rock Capital Management, LLC | 72,000 | $5.60M | 1.35% | +72,000 | New |
| Northwest Bancshares, Inc. | 71,979 | $5.60M | 1.27% | +5,183+7.8% | Added |
| FLC Capital Advisors | 71,533 | $5.56M | 1.64% | +1,175+1.7% | Added |
| IBM Retirement Fund | 71,387 | $5.55M | 0.44% | −14,571−17.0% | Reduced |
| Capital Fund Management S.A. | 71,386 | $5.55M | 0.15% | +71,386 | New |
| Snowden Capital Advisors LLC | 71,318 | $5.55M | 0.28% | +9,737+15.8% | Added |
| Eliot Finkel Investment Counsel, LLC | 71,130 | $5.53M | 3.56% | +180+0.3% | Added |
| Zuckerman Investment Group, LLC | 71,109 | $5.53M | 0.87% | +3,524+5.2% | Added |
| Marble Harbor Investment Counsel, LLC | 71,042 | $5.53M | 0.71% | −310−0.4% | Reduced |
| Granite Investment Advisors, LLC | 70,543 | $5.49M | 0.86% | +76+0.1% | Added |
| One Capital Management, LLC | 70,535 | $5.49M | 0.49% | +9,296+15.2% | Added |
| World Asset Management Inc | 70,378 | $5.47M | 0.50% | −1,116−1.6% | Reduced |
| Avantax Planning Partners, Inc. | 70,347 | $5.47M | 0.26% | +24,339+52.9% | Added |
| Asset Advisors Investment Management, LLC | 69,698 | $5.42M | 0.60% | −250−0.4% | Reduced |
| Bonness Enterprises Inc | 69,500 | $5.41M | 2.72% | 00.0% | Unchanged |
| Bank of Hawaii | 69,427 | $5.40M | 0.30% | −4,175−5.7% | Reduced |
| New England Asset Management Inc | 69,365 | $5.39M | 0.10% | +1,300+1.9% | Added |
| Buckingham Strategic Wealth, LLC | 69,350 | $5.39M | 0.13% | +6,402+10.2% | Added |
| Beach Investment Counsel Inc | 68,994 | $5.37M | 0.48% | −1,500−2.1% | Reduced |
| Game Creek Capital, LP | 68,750 | $5.35M | 2.88% | +42,750+164.4% | Added |
| Gluskin Sheff & Assoc Inc | 68,299 | $5.31M | 0.25% | −1,409−2.0% | Reduced |
| Northeast Investment Management | 68,187 | $5.30M | 0.29% | −25,911−27.5% | Reduced |
| Lincoln National Corp | 68,037 | $5.29M | 0.11% | +7,258+11.9% | Added |
| Sowell Financial Services LLC | 67,388 | $5.28M | 0.35% | −47,745−41.5% | Reduced |
| Exchange Capital Management, Inc. | 67,876 | $5.28M | 1.01% | +2,465+3.8% | Added |
| BTC Capital Management, Inc. | 67,988 | $5.28M | 0.60% | −9,178−11.9% | Reduced |