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, Q3 2021
Institutional positions in Merck & Co., Inc. as of Sep 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
- 2,658
- +15 vs. Q2 2021
- Shares held
- 1.85B
- −4.78M (−0.3%) vs. Q2 2021
- Total value
- $138.8B
- −$5.04B (−3.5%) vs. Q2 2021
- New holders
- 116
- 1,243 more added
- Sold out
- 101
- 978 more reduced
41 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,502 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wallington Asset Management, LLC | 13 | $1.00K | 0.00% | −2,643−99.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| WestEnd Advisors, LLC | – | $1.43K | 0.00% | – | – |
| ClariVest Asset Management LLC | 23 | $2.00K | 0.00% | −2,500−99.1% | Reduced |
| FAI Wealth Management | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 27 | $2.00K | 0.00% | +19+237.5% | Added |
| Eukles Asset Management | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 57 | $4.32K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 70 | $5.00K | 0.00% | +70 | New |
| Bay Harbor Wealth Management, LLC | 81 | $6.00K | 0.00% | −358−81.5% | Reduced |
| Globeflex Capital L P | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 63 | $6.00K | 0.04% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 91 | $7.00K | 0.19% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 100 | $7.51K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 119 | $9.00K | 0.00% | +119 | New |
| PrairieView Partners, LLC | 138 | $10.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 138 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 132 | $10.0K | 0.00% | +1+0.8% | Added |
| Financial Avengers, Inc. | 152 | $11.0K | 0.01% | −194−56.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | – | $11.0K | 0.00% | – | – |
| Front Row Advisors LLC | 179 | $14.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 201 | $15.0K | 0.01% | +1+0.5% | Added |
| Laurel Wealth Planning LLC | 207 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 211 | $18.6K | 0.01% | −36−14.6% | Reduced |
| Jackson Wealth Management, LLC | 55,337 | $19.0K | 0.23% | +428+0.8% | Added |
| Proffitt & Goodson Inc | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 276 | $21.0K | 0.00% | −3,460−92.6% | Reduced |
| Advocacy Wealth Management Services, LLC | 284 | $21.0K | 0.00% | +72+34.0% | Added |
| Cahill Financial Advisors Inc | 283 | $21.0K | 0.00% | +283 | New |
| Red Tortoise LLC | 248 | $21.0K | 0.02% | +248 | New |
| GW&K Investment Management, LLC | 302 | $23.0K | 0.00% | −307−50.4% | Reduced |
| Professional Financial Advisors, LLC | 325 | $24.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 351 | $26.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 360 | $27.0K | 0.02% | −315−46.7% | Reduced |
| Pacifica Partners Inc. | 380 | $28.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 367 | $28.0K | 0.01% | +106+40.6% | Added |
| Ritter Daniher Financial Advisory, LLC | 386 | $29.0K | 0.02% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 387 | $29.0K | 0.01% | +387 | New |
| Tower View Investment Management & Research LLC | 400 | $30.0K | 0.02% | −3,526−89.8% | Reduced |
| AlphaMark Advisors, LLC | 400 | $30.0K | 0.01% | −100−20.0% | Reduced |
| Park Circle Co | 400 | $30.0K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 608 | $30.0K | 0.01% | +327+116.4% | Added |
| Bellwether Advisors, LLC | 420 | $31.0K | 0.01% | +345+460.0% | Added |
| Toth Financial Advisory Corp | 420 | $32.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 426 | $32.0K | 0.04% | +137+47.4% | Added |
| Holloway Wealth Management, LLC | – | $33.0K | 0.01% | – | – |
| Tfo-TDC, LLC | 457 | $34.0K | 0.01% | −19−4.0% | Reduced |
| Cypress Capital Management LLC (WY) | 485 | $36.0K | 0.03% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 478 | $36.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 486 | $37.0K | 0.02% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 512 | $38.0K | 0.01% | +4+0.8% | Added |
| Dougherty Wealth Advisers LLC | 500 | $38.0K | 0.06% | 00.0% | Unchanged |
| Lake Point Wealth Management | 518 | $39.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 530 | $39.8K | 0.03% | 00.0% | Unchanged |
| Estate Counselors, LLC | 584 | $43.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 540 | $44.0K | 0.06% | +540 | New |
| Copeland Capital Management, LLC | 600 | $45.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 594 | $45.0K | 0.02% | +594 | New |
| Resolute Partners Group | 626 | $47.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 632 | $47.0K | 0.00% | +100+18.8% | Added |
| Stuart Chaussee & Associates, Inc. | 633 | $48.0K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 647 | $48.0K | 0.01% | +647 | New |
| McClarren Financial Advisors, Inc. | 653 | $49.0K | 0.04% | +5+0.8% | Added |
| Syverson Strege & Co | 665 | $50.0K | 0.04% | +4+0.6% | Added |
| Raffa Wealth Management, LLC | 693 | $52.1K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 700 | $53.0K | 0.03% | 00.0% | Unchanged |
| Harding Loevner LP | 734 | $55.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 743 | $56.0K | 0.00% | +264+55.1% | Added |
| Lee Financial Co | 764 | $57.0K | 0.01% | +244+46.9% | Added |
| Arlington Partners LLC | 757 | $57.0K | 0.02% | +512+209.0% | Added |
| CenterStar Asset Management, LLC | – | $58.0K | 0.05% | – | New |
| Core Wealth Advisors, Inc. | 789 | $59.0K | 0.04% | 00.0% | Unchanged |
| NVWM, LLC | 776 | $59.0K | 0.02% | +198+34.3% | Added |
| Banco de Sabadell, S.A | 800 | $60.0K | 0.04% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 810 | $61.0K | 0.03% | +65+8.7% | Added |
| Versant Capital Management, Inc | 841 | $63.0K | 0.02% | −52−5.8% | Reduced |
| Danda Trouve Investment Management, Inc. | 877 | $66.0K | 0.08% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 750 | $67.0K | 0.03% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 924 | $69.0K | 0.03% | −175−15.9% | Reduced |
| HC Financial Advisors Inc | 931 | $70.0K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 953 | $72.0K | 0.05% | −676−41.5% | Reduced |
| Kelly Financial Services LLC | 977 | $73.4K | 0.04% | −75,847−98.7% | Reduced |
| Marquette Asset Management, LLC | 990 | $74.0K | 0.02% | 00.0% | Unchanged |
| James Investment Research Inc | 1,000 | $75.0K | 0.01% | −5,554−84.7% | Reduced |
| Interactive Financial Advisors | 1,000 | $75.0K | 0.03% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,000 | $75.0K | 0.01% | +1,000 | New |
| Laffer Tengler Investments | 1,000 | $75.1K | 0.02% | +1,000 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,008 | $76.0K | 0.00% | −4,472−81.6% | Reduced |
| Better Money Decisions, LLC | 1,092 | $82.0K | 0.07% | +9+0.8% | Added |
| LFA - Lugano Financial Advisors SA | 1,116 | $84.0K | 0.06% | +1,026+1,140.0% | Added |
| Earnest Partners LLC | 1,183 | $89.0K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,200 | $90.0K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,194 | $90.0K | 0.05% | +10+0.8% | Added |
| Essex Investment Management Co LLC | 1,219 | $92.0K | 0.01% | −19,500−94.1% | Reduced |
| Harvest Fund Management Co., Ltd | 1,230 | $92.0K | 0.02% | −2,131−63.4% | Reduced |