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 |
|---|---|---|---|---|---|
| Garland Capital Management Inc | 67,475 | $5.25M | 3.69% | −100−0.1% | Reduced |
| Profund Advisors LLC | 67,099 | $5.22M | 0.18% | +110+0.2% | Added |
| Mairs & Power Inc | 66,953 | $5.21M | 0.05% | −8,920−11.8% | Reduced |
| Cardinal Capital Management | 66,932 | $5.21M | 1.10% | +1,574+2.4% | Added |
| ARGI Investment Services, LLC | 66,743 | $5.19M | 0.17% | +45,169+209.4% | Added |
| First Citizens Bank & Trust Co | 66,380 | $5.16M | 0.24% | −1,760−2.6% | Reduced |
| Courier Capital LLC | 66,371 | $5.16M | 0.49% | −3,436−4.9% | Reduced |
| Gibraltar Capital Management, Inc. | 65,821 | $5.14M | 2.57% | +4,116+6.7% | Added |
| Viking Fund Management LLC | 66,000 | $5.13M | 1.46% | +26,000+65.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 65,902 | $5.13M | 0.54% | −2,250−3.3% | Reduced |
| Mercer Capital Advisers, Inc. | 65,825 | $5.12M | 2.56% | +7,325+12.5% | Added |
| Redpoint Investment Management Pty Ltd | 65,708 | $5.11M | 0.42% | −2,136−3.1% | Reduced |
| Mutual Advisors, LLC | 65,618 | $5.10M | 0.30% | +4,314+7.0% | Added |
| Optimal Asset Management, Inc. | 65,488 | $5.09M | 0.60% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 65,860 | $5.08M | 0.14% | +13,238+25.2% | Added |
| Capital Counsel LLC | 65,191 | $5.07M | 0.25% | −30,776−32.1% | Reduced |
| Venture Visionary Partners LLC | 65,204 | $5.07M | 0.41% | −2,741−4.0% | Reduced |
| Bridges Investment Management Inc | 65,175 | $5.07M | 0.15% | −1,902−2.8% | Reduced |
| HBK Sorce Advisory LLC | 65,094 | $5.06M | 0.28% | +4,806+8.0% | Added |
| Stamos Capital Partners, L.P. | 64,750 | $5.04M | 2.65% | +4,450+7.4% | Added |
| Tower Bridge Advisors | 64,755 | $5.04M | 0.34% | −280−0.4% | Reduced |
| Murphy Capital Management Inc | 64,665 | $5.03M | 0.57% | +81+0.1% | Added |
| First American Bank | 64,569 | $5.02M | 0.29% | −45,889−41.5% | Reduced |
| Spire Wealth Management | 64,063 | $4.98M | 0.13% | −15,145−19.1% | Reduced |
| Bank Ozk | 64,021 | $4.98M | 2.21% | +1,108+1.8% | Added |
| Excalibur Management Corp | 63,896 | $4.97M | 2.25% | +3,624+6.0% | Added |
| Trust Co of Toledo NA | 63,365 | $4.93M | 0.83% | −283−0.4% | Reduced |
| Arden Trust Co | 63,007 | $4.90M | 0.80% | −2,132−3.3% | Reduced |
| Covenant Asset Management, LLC | 62,950 | $4.90M | 1.46% | +969+1.6% | Added |
| Narwhal Capital Management | 62,908 | $4.89M | 0.62% | −1,743−2.7% | Reduced |
| Rench Wealth Management, Inc. | 62,829 | $4.89M | 2.44% | +2,892+4.8% | Added |
| Allied Investment Advisors, LLC | 62,791 | $4.88M | 1.84% | +62,791 | New |
| MainStreet Investment Advisors LLC | 62,727 | $4.88M | 0.42% | −5,374−7.9% | Reduced |
| Royal Fund Management, LLC | 62,730 | $4.88M | 0.81% | +10,876+21.0% | Added |
| Pekin Hardy Strauss, Inc. | 62,708 | $4.88M | 0.68% | +2,227+3.7% | Added |
| Chicago Trust Co NA | 62,615 | $4.87M | 1.15% | +9,233+17.3% | Added |
| Zions Bancorporation, N.A. | 62,538 | $4.86M | 0.49% | +25,173+67.4% | Added |
| Barbara Oil Co. | 62,295 | $4.84M | 2.23% | 00.0% | Unchanged |
| HAP Trading, LLC | 62,193 | $4.84M | 0.30% | −17,229−21.7% | Reduced |
| NBT Bank N A | 62,108 | $4.83M | 0.66% | −336−0.5% | Reduced |
| Choate Investment Advisors | 62,068 | $4.83M | 0.29% | −7,343−10.6% | Reduced |
| Hallmark Capital Management Inc | 61,851 | $4.81M | 0.41% | +2,854+4.8% | Added |
| Berkshire Bank | 61,808 | $4.81M | 1.16% | −467−0.7% | Reduced |
| Greenleaf Trust | 61,713 | $4.80M | 0.06% | +3,447+5.9% | Added |
| Fishman Jay A Ltd | 61,680 | $4.80M | 0.59% | −3,760−5.7% | Reduced |
| KCM Investment Advisors LLC | 61,601 | $4.79M | 0.19% | +5,159+9.1% | Added |
| Birmingham Capital Management Co Inc | 61,369 | $4.77M | 1.75% | +925+1.5% | Added |
| Bruderman Asset Management, LLC | 61,209 | $4.76M | 1.47% | +253+0.4% | Added |
| Girard Partners Ltd. | 61,188 | $4.76M | 0.61% | −7,547−11.0% | Reduced |
| Nomura Holdings Inc | 61,505 | $4.75M | 0.04% | +40,437+191.9% | Added |
| Institutional & Family Asset Management, LLC | 61,078 | $4.75M | 0.79% | +10,994+22.0% | Added |
| Brick & Kyle, Associates | 60,961 | $4.75M | 2.48% | +4,776+8.5% | Added |
| Capital Analysts, LLC | 61,056 | $4.75M | 0.32% | +2,393+4.1% | Added |
| Regent Investment Management LLC | 60,887 | $4.74M | 1.11% | +2,190+3.7% | Added |
| Old Dominion Capital Management Inc | 60,781 | $4.73M | 1.01% | +222+0.4% | Added |
| Madison Asset Management, LLC | 60,772 | $4.73M | 0.06% | −278,409−82.1% | Reduced |
| Rothschild Capital Partners, LLC | 60,589 | $4.71M | 1.51% | −2,085−3.3% | Reduced |
| Coldstream Capital Management Inc | 60,558 | $4.71M | 0.19% | −667−1.1% | Reduced |
| Avitas Wealth Management LLC | 60,360 | $4.69M | 0.84% | +1,732+3.0% | Added |
| Sivik Global Healthcare LLC | 60,000 | $4.67M | 1.57% | +60,000 | New |
| Boston Research & Management Inc | 59,954 | $4.66M | 1.41% | +3,350+5.9% | Added |
| Anchor Investment Management, LLC | 59,840 | $4.65M | 0.64% | +4,966+9.0% | Added |
| Everence Capital Management Inc | 59,611 | $4.64M | 0.38% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 59,617 | $4.64M | 1.22% | +6,336+11.9% | Added |
| Kingsview Wealth Management, LLC | 59,378 | $4.63M | 0.23% | +2,473+4.3% | Added |
| Horizon Investments, LLC | 59,454 | $4.62M | 0.14% | −3,566−5.7% | Reduced |
| Boston Family Office LLC | 59,353 | $4.62M | 0.33% | −5,167−8.0% | Reduced |
| Martin Capital Partners, LLC | 59,253 | $4.61M | 2.34% | +684+1.2% | Added |
| Prospera Financial Services Inc | 58,797 | $4.57M | 0.23% | +8,422+16.7% | Added |
| Monte Financial Group, LLC | 58,762 | $4.57M | 2.61% | +1,276+2.2% | Added |
| Berger Financial Group, Inc | 58,718 | $4.57M | 0.83% | +3,075+5.5% | Added |
| Rafferty Asset Management, LLC | 58,668 | $4.56M | 0.03% | +2,328+4.1% | Added |
| Everett Harris & Co | 58,661 | $4.56M | 0.07% | +5,111+9.5% | Added |
| Old National Bancorp | 58,544 | $4.55M | 0.17% | −2,369−3.9% | Reduced |
| Heritage Trust Co | 58,078 | $4.52M | 0.65% | +4,392+8.2% | Added |
| Azzad Asset Management Inc | 58,016 | $4.51M | 0.67% | +32,363+126.2% | Added |
| Carolina Wealth Advisors, LLC | 57,530 | $4.47M | 3.01% | +3,680+6.8% | Added |
| Chesley Taft & Associates LLC | 57,260 | $4.45M | 0.26% | −305−0.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 56,564 | $4.40M | 2.86% | +611+1.1% | Added |
| BP PLC | 56,518 | $4.39M | 0.19% | −24,158−29.9% | Reduced |
| Private Advisory Group LLC | 56,321 | $4.38M | 1.11% | −2,055−3.5% | Reduced |
| Sepio Capital, LP | 55,950 | $4.35M | 0.36% | −6,236−10.0% | Reduced |
| Montgomery Investment Management Inc | 55,832 | $4.34M | 1.61% | −1,200−2.1% | Reduced |
| Boston Financial Mangement LLC | 55,797 | $4.34M | 0.18% | +215+0.4% | Added |
| FRG Family Wealth Advisors LLC | 55,683 | $4.33M | 0.82% | +1,450+2.7% | Added |
| Cypress Asset Management Inc | 55,512 | $4.32M | 1.11% | −2,807−4.8% | Reduced |
| Chemung Canal Trust Co | 55,462 | $4.31M | 0.82% | −2,487−4.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 55,285 | $4.30M | 0.97% | +3,293+6.3% | Added |
| PFS Investments Inc. | 55,015 | $4.29M | 0.10% | −608−1.1% | Reduced |
| Bluefin Capital Management, LLC | 55,121 | $4.29M | 0.30% | +44,916+440.1% | Added |
| Hayden Royal, LLC | 54,494 | $4.27M | 2.35% | −982−1.8% | Reduced |
| Jackson Wealth Management, LLC | 54,909 | $4.27M | 0.54% | +160+0.3% | Added |
| Sumitomo Life Insurance Co | 54,710 | $4.25M | 0.14% | −7,056−11.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 54,435 | $4.23M | 0.26% | −10,849−16.6% | Reduced |
| HighPoint Advisor Group LLC | 54,294 | $4.22M | 0.43% | +7,809+16.8% | Added |
| Costello Asset Management, INC | 54,273 | $4.22M | 2.77% | −14,849−21.5% | Reduced |
| Frontier Wealth Management LLC | 53,677 | $4.17M | 0.29% | +33,494+166.0% | Added |
| Capital International Sarl | 53,580 | $4.17M | 0.36% | −3,533−6.2% | Reduced |
| Busey Wealth Management | 53,518 | $4.16M | 0.19% | −25,786−32.5% | Reduced |
| Flputnam Investment Management Co | 53,399 | $4.15M | 0.14% | +792+1.5% | Added |