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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 12,770 | $959.0K | 0.39% | +100+0.8% | Added |
| Gamble Jones Investment Counsel | 12,799 | $961.0K | 0.06% | −900−6.6% | Reduced |
| Plancorp, LLC | 12,845 | $965.0K | 0.07% | +165+1.3% | Added |
| Charter Oak Capital Management, LLC | 12,854 | $965.0K | 0.12% | +1,007+8.5% | Added |
| AGF Investments LLC | 12,852 | $965.0K | 0.10% | +7,742+151.5% | Added |
| Burleson & Company, LLC | 12,881 | $968.0K | 0.15% | +30.0% | Added |
| ACG Wealth | 12,931 | $971.0K | 0.13% | +680+5.6% | Added |
| Altavista Wealth Management, Inc. | 12,942 | $972.0K | 0.22% | −496−3.7% | Reduced |
| Regal Investment Advisors LLC | 12,945 | $972.0K | 0.09% | +148+1.2% | Added |
| Auxano Advisors, LLC | 12,973 | $974.0K | 0.44% | +10+0.1% | Added |
| Ellevest, Inc. | 12,972 | $974.0K | 0.09% | +1,332+11.4% | Added |
| Aft, Forsyth & Sober, LLC | 13,000 | $976.0K | 0.37% | 00.0% | Unchanged |
| Bremer Bank National Association | 13,031 | $978.0K | 0.19% | +519+4.1% | Added |
| Platform Technology Partners | 13,074 | $982.0K | 0.45% | −3,738−22.2% | Reduced |
| Bar Harbor Trust Services | 13,097 | $984.0K | 0.31% | −64−0.5% | Reduced |
| Alaethes Wealth LLC | 13,123 | $986.0K | 0.72% | +1,635+14.2% | Added |
| BCS Wealth Management | 13,136 | $987.0K | 0.42% | +337+2.6% | Added |
| Eos Management, L.P. | 13,160 | $988.0K | 0.61% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 13,154 | $988.0K | 0.25% | +561+4.5% | Added |
| Doliver Advisors, LP | 13,152 | $988.0K | 0.33% | +965+7.9% | Added |
| Henshaw Capital LLC | 13,169 | $989.1K | 0.06% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 13,151 | $990.0K | 0.31% | −1,826−12.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,218 | $993.0K | 0.06% | −1,639−11.0% | Reduced |
| Symmetry Partners, LLC | 12,181 | $994.0K | 0.07% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13,256 | $995.7K | 0.44% | −363−2.7% | Reduced |
| Global Retirement Partners, LLC | 13,310 | $1.00M | 0.10% | +487+3.8% | Added |
| BSW Wealth Partners | 13,355 | $1.00M | 0.28% | −774−5.5% | Reduced |
| HawsGoodwin Investment Management LLC | 13,414 | $1.01M | 0.31% | +387+3.0% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 13,476 | $1.01M | 1.17% | +700+5.5% | Added |
| Mizuho Securities USA LLC | 13,514 | $1.01M | 0.10% | +327+2.5% | Added |
| Inverness Counsel LLC | 13,593 | $1.02M | 0.04% | −312−2.2% | Reduced |
| Engine No. 1 LLC | 13,645 | $1.02M | 0.26% | +5,551+68.6% | Added |
| Franklin Street Advisors Inc | 13,661 | $1.03M | 0.09% | −257−1.8% | Reduced |
| Parsec Financial Management, Inc. | 12,399 | $1.03M | 0.04% | −710−5.4% | Reduced |
| Visionary Wealth Advisors | 13,663 | $1.03M | 0.11% | +4,109+43.0% | Added |
| Aurora Private Wealth, Inc. | 13,686 | $1.03M | 0.42% | −123−0.9% | Reduced |
| Boxwood Ventures, Inc. | 13,563 | $1.03M | 2.40% | +13,563 | New |
| St. Louis Trust Co | 13,788 | $1.03M | 0.27% | −2,286−14.2% | Reduced |
| Dorchester Wealth Management Co | 13,778 | $1.03M | 0.26% | −280−2.0% | Reduced |
| Lantz Financial LLC | 13,829 | $1.04M | 0.53% | +501+3.8% | Added |
| Madison Wealth Management | 13,956 | $1.05M | 0.23% | +112+0.8% | Added |
| Independence Bank of Kentucky | 13,960 | $1.05M | 0.45% | −380−2.6% | Reduced |
| Cedar Wealth Management, LLC | 13,960 | $1.05M | 0.47% | +562+4.2% | Added |
| IHT Wealth Management, LLC | 13,973 | $1.05M | 0.09% | −7,869−36.0% | Reduced |
| Hotaling Investment Management, LLC | 14,010 | $1.05M | 0.44% | −6,300−31.0% | Reduced |
| Northstar Asset Management LLC | 13,998 | $1.05M | 0.28% | −500−3.4% | Reduced |
| Waverton Investment Management Ltd | 14,000 | $1.05M | 0.04% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 14,010 | $1.05M | 0.06% | +2,630+23.1% | Added |
| Valley National Advisers Inc | 14,042 | $1.05M | 0.19% | −208−1.5% | Reduced |
| GM Advisory Group, Inc. | 14,055 | $1.06M | 0.11% | +280+2.0% | Added |
| CRA Financial Services, LLC | 14,113 | $1.06M | 0.36% | +228+1.6% | Added |
| Bridgewater Advisors Inc. | 14,123 | $1.06M | 0.29% | +282+2.0% | Added |
| Centaurus Financial, Inc. | 14,135 | $1.06M | 0.09% | +1,222+9.5% | Added |
| Avidian Wealth Solutions, LLC | 14,167 | $1.06M | 0.08% | +2,282+19.2% | Added |
| Ritholtz Wealth Management | 14,180 | $1.06M | 0.07% | +1,238+9.6% | Added |
| Bull Street Advisors, LLC | 14,190 | $1.07M | 0.55% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 14,085 | $1.07M | 0.30% | +541+4.0% | Added |
| Levy Wealth Management Group, LLC | 14,299 | $1.07M | 0.59% | +70.0% | Added |
| Wealth Architects, LLC | 14,304 | $1.07M | 0.21% | +396+2.8% | Added |
| KCS Wealth Advisory | 14,300 | $1.07M | 0.51% | +777+5.7% | Added |
| Renaissance Investment Group LLC | 14,310 | $1.07M | 0.27% | −2,489−14.8% | Reduced |
| Chicago Partners Investment Group LLC | 12,847 | $1.08M | 0.08% | +649+5.3% | Added |
| Navalign, LLC | 14,400 | $1.08M | 0.46% | +1,287+9.8% | Added |
| Diligent Investors, LLC | 13,921 | $1.08M | 0.37% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 14,434 | $1.08M | 0.69% | +125+0.9% | Added |
| McKinley Capital Management LLC /Delaware | 14,486 | $1.09M | 0.10% | −714−4.7% | Reduced |
| Cambridge Advisors Inc. | 14,490 | $1.09M | 0.27% | +11+0.1% | Added |
| IFG Advisory, LLC | 14,505 | $1.09M | 0.12% | +1,044+7.8% | Added |
| Parkside Financial Bank & Trust | 14,536 | $1.09M | 0.32% | +337+2.4% | Added |
| Benjamin Edwards Inc | 14,549 | $1.09M | 0.66% | +6,244+75.2% | Added |
| Aspiriant, LLC | 14,628 | $1.10M | 0.06% | −181−1.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 14,622 | $1.10M | 0.48% | +619+4.4% | Added |
| CoreFirst Bank & Trust | 14,631 | $1.10M | 0.76% | +705+5.1% | Added |
| Am Investment Strategies LLC | 14,639 | $1.10M | 0.29% | −366−2.4% | Reduced |
| Crumly & Associates Inc. | 14,654 | $1.10M | 0.51% | +3,402+30.2% | Added |
| Change Path, LLC | 14,707 | $1.10M | 0.07% | −2,076−12.4% | Reduced |
| Northwest Capital Management Inc | 13,740 | $1.11M | 0.58% | +19+0.1% | Added |
| Coastal Investment Advisors, Inc. | 14,859 | $1.12M | 0.26% | +1,110+8.1% | Added |
| Insight Wealth Strategies, LLC | 14,932 | $1.12M | 0.16% | +1,113+8.1% | Added |
| Nicholas Hoffman & Company, LLC. | 14,973 | $1.13M | 0.20% | −964−6.0% | Reduced |
| Central Bank & Trust Co | 14,988 | $1.13M | 0.18% | +442+3.0% | Added |
| Capital Wealth Planning, LLC | 14,995 | $1.13M | 0.03% | −1,837−10.9% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 15,001 | $1.13M | 0.87% | +1,858+14.1% | Added |
| ETF Managers Group, LLC | 15,063 | $1.13M | 0.02% | +2,394+18.9% | Added |
| Humankind Investments LLC | 15,097 | $1.13M | 0.52% | −539−3.4% | Reduced |
| Portland Global Advisors LLC | 15,103 | $1.13M | 0.21% | 00.0% | Unchanged |
| Nwam LLC | 15,142 | $1.14M | 0.10% | −1,523−9.1% | Reduced |
| TCW Group Inc | 15,197 | $1.14M | 0.01% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 15,202 | $1.14M | 0.56% | −776−4.9% | Reduced |
| Bluefin Capital Management, LLC | 15,287 | $1.15M | 0.13% | −39,834−72.3% | Reduced |
| Old Point Trust & Financial Services N A | 15,299 | $1.15M | 0.51% | +200+1.3% | Added |
| Smith, Moore & Co. | 15,300 | $1.15M | 0.18% | +1,140+8.1% | Added |
| Signature Wealth Management Partners, LLC | 15,318 | $1.15M | 1.04% | +3,206+26.5% | Added |
| Home Federal Bank of Tennessee | 15,335 | $1.15M | 0.42% | +125+0.8% | Added |
| Roberts Wealth Advisors, LLC | 15,351 | $1.15M | 0.46% | +15,351 | New |
| Gillespie Robinson & Grimm Inc | 15,399 | $1.16M | 0.10% | −2,599−14.4% | Reduced |
| St. Johns Investment Management Company, LLC | 15,469 | $1.16M | 0.64% | +495+3.3% | Added |
| Mattern Wealth Management LLC | 15,510 | $1.17M | 0.39% | −383−2.4% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 15,564 | $1.17M | 0.18% | −35−0.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 15,570 | $1.17M | 0.56% | 00.0% | Unchanged |