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 | 3,813 | $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, 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 |
|---|---|---|---|---|---|
| Kings Point Capital Management | 10,797 | $811.0K | 0.07% | +1,057+10.9% | Added |
| Miracle Mile Advisors, LLC | 10,795 | $811.0K | 0.04% | +3,723+52.6% | Added |
| Matrix Private Capital Group LLC | 10,737 | $813.0K | 0.43% | +125+1.2% | Added |
| Camden Capital, LLC | 10,842 | $814.0K | 0.16% | +2,746+33.9% | Added |
| Founders Financial Securities LLC | 10,890 | $818.0K | 0.16% | +360+3.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 10,903 | $819.0K | 0.36% | +61+0.6% | Added |
| Family Firm, Inc. | 10,143 | $822.0K | 0.22% | +361+3.7% | Added |
| Abundance Wealth Counselors | 10,957 | $823.0K | 0.48% | +437+4.2% | Added |
| Navellier & Associates Inc | 10,987 | $825.0K | 0.12% | −536−4.7% | Reduced |
| Palumbo Wealth Management LLC | 10,985 | $825.0K | 0.54% | +693+6.7% | Added |
| Colton Groome Financial Advisors, LLC | 11,010 | $827.0K | 0.36% | +50+0.5% | Added |
| WealthShield Partners, LLC | 11,038 | $829.0K | 0.22% | +785+7.7% | Added |
| Sunbelt Securities, Inc. | 10,648 | $831.0K | 0.15% | 00.0% | Unchanged |
| Gries Financial LLC | 11,084 | $833.0K | 0.26% | −186−1.7% | Reduced |
| WealthPLAN Partners, LLC | 11,527 | $833.0K | 0.06% | +3,948+52.1% | Added |
| Chapman Investment Management, LLC | 11,111 | $835.0K | 0.43% | +700+6.7% | Added |
| Bowling Portfolio Management LLC | 11,126 | $836.0K | 0.19% | −258−2.3% | Reduced |
| Allen Capital Group, LLC | 11,161 | $838.0K | 0.17% | −301−2.6% | Reduced |
| Capital Square, LLC | 10,339 | $841.0K | 0.60% | −257−2.4% | Reduced |
| IAM Advisory, LLC | 10,547 | $843.0K | 0.36% | +10,547 | New |
| Wall Street Access Asset Management, LLC | 11,238 | $844.0K | 0.37% | −99−0.9% | Reduced |
| Childress Capital Advisors, LLC | 11,383 | $844.0K | 0.34% | +4,309+60.9% | Added |
| AlphaCrest Capital Management LLC | 11,265 | $846.0K | 0.04% | +11,265 | New |
| Arthur M. Cohen & Associates, LLC | 11,273 | $847.0K | 0.17% | −5,130−31.3% | Reduced |
| Investors Research Corp | 11,276 | $847.0K | 0.29% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 11,291 | $848.0K | 0.16% | +2,431+27.4% | Added |
| Roman Butler Fullerton & Co | 11,042 | $852.0K | 0.40% | +15+0.1% | Added |
| Center for Financial Planning, Inc. | 11,372 | $854.0K | 0.21% | −2,718−19.3% | Reduced |
| North Star Asset Management Inc | 11,418 | $858.0K | 0.05% | +155+1.4% | Added |
| Summit Wealth Partners, LLC | 11,441 | $859.3K | 0.20% | +10.0% | Added |
| Heritage Wealth Management, LLC | 11,446 | $860.0K | 0.31% | +1,045+10.0% | Added |
| Cable Hill Partners, LLC | 11,473 | $862.0K | 0.21% | +936+8.9% | Added |
| Lafayette Investments, Inc. | 11,487 | $863.0K | 0.23% | +2,900+33.8% | Added |
| Kiley Juergens Wealth Management, LLC | 11,513 | $864.0K | 0.38% | +25+0.2% | Added |
| Baker Ellis Asset Management LLC | 10,850 | $864.0K | 0.17% | 00.0% | Unchanged |
| Covenant Partners, LLC | 11,522 | $865.0K | 0.34% | 00.0% | Unchanged |
| Apriem Advisors | 11,527 | $866.0K | 0.12% | −208−1.8% | Reduced |
| Saturna Capital CORP | 11,555 | $868.0K | 0.02% | −10,682−48.0% | Reduced |
| Occidental Asset Management, LLC | 11,552 | $868.0K | 0.23% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 9,889 | $869.0K | 0.63% | −2,161−17.9% | Reduced |
| Blueshift Asset Management, LLC | 11,613 | $872.0K | 0.05% | −9,268−44.4% | Reduced |
| Capital International Inc | 11,604 | $872.0K | 0.01% | −9,114−44.0% | Reduced |
| Jag Capital Management, LLC | 11,624 | $873.0K | 0.07% | −38,202−76.7% | Reduced |
| StoneX Group Inc. | 11,583 | $878.0K | 0.13% | −327−2.7% | Reduced |
| Redmond Asset Management, LLC | 11,770 | $884.0K | 0.28% | +10.0% | Added |
| Schulhoff & Co Inc | 11,773 | $884.0K | 0.40% | +50+0.4% | Added |
| Meridian Wealth Management, LLC | 11,834 | $889.0K | 0.11% | −4,077−25.6% | Reduced |
| Lakeview Capital Partners, LLC | 11,835 | $889.0K | 0.41% | −197−1.6% | Reduced |
| Roosevelt Investment Group LLC | 11,829 | $889.0K | 0.06% | −75−0.6% | Reduced |
| Capital Asset Advisory Services LLC | 11,746 | $890.0K | 0.10% | −562−4.6% | Reduced |
| First Heartland Consultants, Inc. | 11,861 | $891.0K | 0.14% | −3,411−22.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,857 | $891.0K | 0.52% | −328−2.7% | Reduced |
| Trustco Bank Corp N Y | 11,885 | $892.0K | 0.83% | +72+0.6% | Added |
| Cascadia Advisory Services, LLC | 11,870 | $892.0K | 0.18% | +325+2.8% | Added |
| MidWestOne Financial Group, Inc. | 11,874 | $892.0K | 0.21% | +2,983+33.6% | Added |
| First National Corp | 11,902 | $894.0K | 0.20% | +2,135+21.9% | Added |
| Deltec Asset Management LLC | 11,934 | $896.0K | 0.14% | +7,000+141.9% | Added |
| Security Asset Management | 11,943 | $897.0K | 0.36% | +9+0.1% | Added |
| CFM Wealth Partners LLC | 11,948 | $897.0K | 0.23% | +204+1.7% | Added |
| P.A.W. Capital Corp | 12,000 | $901.0K | 0.80% | 00.0% | Unchanged |
| BancorpSouth Bank | 12,001 | $901.0K | 0.13% | +899+8.1% | Added |
| Capital Advantage, Inc. | 12,028 | $903.0K | 0.24% | −1,660−12.1% | Reduced |
| Winton Group Ltd | 12,028 | $903.0K | 0.05% | +5,488+83.9% | Added |
| Univest Financial Corp | 12,061 | $906.0K | 0.25% | −155−1.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 12,066 | $906.0K | 0.25% | −86−0.7% | Reduced |
| Hemington Wealth Management | 12,113 | $910.0K | 0.34% | −89−0.7% | Reduced |
| Abacus Planning Group, Inc. | 12,122 | $910.0K | 0.29% | +180+1.5% | Added |
| IMS Capital Management | 12,113 | $910.0K | 0.53% | +737+6.5% | Added |
| Latitude Advisors, LLC | 12,117 | $910.0K | 0.29% | +6,501+115.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 12,143 | $912.0K | 0.55% | +327+2.8% | Added |
| Weather Gauge Advisory, LLC | 12,180 | $915.0K | 1.18% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 12,193 | $916.0K | 0.14% | +1,818+17.5% | Added |
| Vigilare Wealth Management | 12,211 | $917.0K | 0.57% | +4,701+62.6% | Added |
| Port Capital LLC | 12,216 | $918.0K | 0.05% | −210−1.7% | Reduced |
| Two Sigma Securities, LLC | 12,241 | $919.0K | 0.19% | −24,442−66.6% | Reduced |
| Clean Yield Group | 12,235 | $919.0K | 0.33% | +115+0.9% | Added |
| Summit Financial, LLC | 12,149 | $920.4K | 0.08% | −1,226−9.2% | Reduced |
| Perkins Capital Management Inc | 12,275 | $922.0K | 0.57% | 00.0% | Unchanged |
| LCNB Corp | 12,359 | $928.0K | 0.47% | +990+8.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 12,361 | $928.0K | 0.01% | +10,076+441.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,399 | $931.0K | 0.68% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 12,414 | $932.0K | 0.81% | +12,414 | New |
| Compton Wealth Advisory Group, LLC | 12,421 | $933.0K | 0.44% | +29+0.2% | Added |
| Segment Wealth Management, LLC | 12,493 | $938.0K | 0.11% | −198−1.6% | Reduced |
| GYL Financial Synergies, LLC | 12,506 | $939.0K | 0.48% | −15−0.1% | Reduced |
| Lumina Fund Management LLC | 12,500 | $939.0K | 0.44% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 12,502 | $939.0K | 0.23% | +579+4.9% | Added |
| Spears Abacus Advisors LLC | 12,558 | $943.0K | 0.07% | −300−2.3% | Reduced |
| VeraBank, N.A. | 12,570 | $944.0K | 0.53% | +575+4.8% | Added |
| Accredited Investors Inc. | 12,587 | $945.0K | 0.10% | +7+0.1% | Added |
| Global Financial Private Client, LLC | 11,610 | $945.1K | 0.49% | +467+4.2% | Added |
| YHB Investment Advisors, Inc. | 12,596 | $946.0K | 0.08% | −720−5.4% | Reduced |
| Beacon Financial Advisory LLC | 12,672 | $952.0K | 0.49% | −71−0.6% | Reduced |
| Wealth Management Associates, Inc. | 12,678 | $952.3K | 0.56% | +195+1.6% | Added |
| HBK Investments L P | 12,689 | $953.0K | 0.01% | −17,624−58.1% | Reduced |
| NorthCoast Asset Management LLC | 12,688 | $953.0K | 0.03% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 12,732 | $956.0K | 0.18% | +2,542+24.9% | Added |
| Advisor OS, LLC | 12,727 | $957.0K | 0.21% | +634+5.2% | Added |
| Hardman Johnston Global Advisors LLC | 12,750 | $958.0K | 0.03% | 00.0% | Unchanged |
| Knuff & Co LLC | 12,770 | $959.0K | 0.36% | −75−0.6% | Reduced |