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 |
|---|---|---|---|---|---|
| Taylor Hoffman Wealth Management | 14,371 | $1.17M | 0.50% | −1,500−9.5% | Reduced |
| West Branch Capital LLC | 15,611 | $1.17M | 0.56% | −712−4.4% | Reduced |
| LVW Advisors, LLC | 15,613 | $1.17M | 0.21% | +827+5.6% | Added |
| Arkadios Wealth Advisors | 15,632 | $1.17M | 0.17% | −1,703−9.8% | Reduced |
| Connolly Sarah T. | 15,635 | $1.17M | 0.97% | −30−0.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 14,217 | $1.18M | 0.47% | +680+5.0% | Added |
| Little House Capital LLC | 15,651 | $1.18M | 0.69% | −321−2.0% | Reduced |
| Whalerock Point Partners, LLC | 15,723 | $1.18M | 0.46% | +875+5.9% | Added |
| Kore Private Wealth LLC | 15,820 | $1.19M | 0.12% | +825+5.5% | Added |
| Financial Advisory Service, Inc. | 15,878 | $1.19M | 0.11% | +1,352+9.3% | Added |
| Global Trust Asset Management, LLC | 15,890 | $1.19M | 0.53% | +4,370+37.9% | Added |
| Gables Capital Management Inc. | 15,905 | $1.20M | 0.78% | −80−0.5% | Reduced |
| Endurance Wealth Management, Inc. | 15,928 | $1.20M | 0.13% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 15,964 | $1.20M | 0.23% | −531−3.2% | Reduced |
| Delta Asset Management LLC | 15,964 | $1.20M | 0.12% | 00.0% | Unchanged |
| Allen Investment Management LLC | 15,970 | $1.20M | 0.02% | +9,000+129.1% | Added |
| BOK Financial Private Wealth, Inc. | 16,069 | $1.21M | 0.10% | +2,040+14.5% | Added |
| Calamos Wealth Management LLC | 16,096 | $1.21M | 0.10% | −439−2.7% | Reduced |
| Camarda Financial Advisors, LLC | 16,121 | $1.21M | 0.82% | −6,837−29.8% | Reduced |
| Cornerstone Wealth Management, LLC | 16,139 | $1.21M | 0.13% | −128−0.8% | Reduced |
| Wrapmanager Inc | 16,180 | $1.22M | 0.32% | +406+2.6% | Added |
| Klingman & Associates, LLC | 16,202 | $1.22M | 0.11% | +6,157+61.3% | Added |
| Kendall Capital Management | 16,238 | $1.22M | 0.66% | +1,100+7.3% | Added |
| Teza Capital Management LLC | 16,282 | $1.22M | 0.59% | −4,146−20.3% | Reduced |
| Great Diamond Partners, LLC | 16,311 | $1.23M | 0.34% | −30.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 16,342 | $1.23M | 1.46% | +1,190+7.9% | Added |
| E&G Advisors, LP | 16,359 | $1.23M | 0.33% | +16,359 | Added |
| Wright Investors Service Inc | 16,428 | $1.23M | 0.35% | −10,808−39.7% | Reduced |
| Cribstone Capital Management, LLC | 16,455 | $1.24M | 0.74% | +3,207+24.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 16,535 | $1.24M | 0.89% | −108−0.6% | Reduced |
| PBMares Wealth Management LLC | 16,548 | $1.24M | 0.59% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 16,594 | $1.25M | 0.63% | +612+3.8% | Added |
| Thomas White International Ltd | 16,609 | $1.25M | 0.18% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 16,622 | $1.25M | 0.07% | +758+4.8% | Added |
| Proficio Capital Partners LLC | 16,638 | $1.25M | 0.16% | +146+0.9% | Added |
| DeDora Capital, Inc. | 16,857 | $1.27M | 0.55% | +749+4.6% | Added |
| Centric Wealth Management | 16,881 | $1.27M | 0.47% | +314+1.9% | Added |
| Doheny Asset Management | 16,895 | $1.27M | 0.91% | −1,995−10.6% | Reduced |
| Crescent Grove Advisors, LLC | 16,767 | $1.27M | 0.13% | +49+0.3% | Added |
| First Hawaiian Bank | 16,978 | $1.27M | 0.05% | +803+5.0% | Added |
| Main Street Financial Solutions, LLC | 16,987 | $1.28M | 0.20% | +1,727+11.3% | Added |
| Resources Management Corp | 17,014 | $1.28M | 0.18% | −30−0.2% | Reduced |
| Continental Advisors LLC | 17,031 | $1.28M | 0.92% | −3,100−15.4% | Reduced |
| Blue Edge Capital, LLC | 17,034 | $1.28M | 0.27% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 17,124 | $1.29M | 0.10% | −48−0.3% | Reduced |
| Evermay Wealth Management LLC | 17,145 | $1.29M | 0.25% | −3,910−18.6% | Reduced |
| Range Financial Group LLC | 17,152 | $1.29M | 0.93% | +1,047+6.5% | Added |
| Community Capital Management, Inc. | 17,200 | $1.29M | 1.34% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 17,252 | $1.30M | 0.77% | −1,305−7.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 17,251 | $1.30M | 0.54% | −169−1.0% | Reduced |
| Meridian Financial Partners LLC | 16,422 | $1.30M | 0.87% | +758+4.8% | Added |
| Ategra Capital Management, LLC | 17,314 | $1.30M | 0.65% | +13,995+421.7% | Added |
| Arrow Financial Corp | 17,333 | $1.30M | 0.17% | −32,914−65.5% | Reduced |
| Financial Advocates Investment Management | 17,360 | $1.30M | 0.09% | −944−5.2% | Reduced |
| Financial Sense Advisors, Inc. | 17,351 | $1.30M | 0.44% | +3,323+23.7% | Added |
| Argent Advisors, Inc. | 17,362 | $1.30M | 0.75% | +2,073+13.6% | Added |
| Procyon Private Wealth Partners, LLC | 17,400 | $1.31M | 0.34% | −5,621−24.4% | Reduced |
| Maple Capital Management, Inc. | 17,407 | $1.31M | 0.17% | −832−4.6% | Reduced |
| Integrated Advisors Network LLC | 17,401 | $1.31M | 0.09% | +4,054+30.4% | Added |
| Atlas Brown,Inc. | 17,424 | $1.31M | 0.57% | +60+0.3% | Added |
| Wealthsource Partners, LLC | 17,443 | $1.31M | 0.11% | +550+3.3% | Added |
| Lake Street Advisors Group, LLC | 17,484 | $1.31M | 0.14% | +1,729+11.0% | Added |
| Dixon Hubard Feinour & Brown Inc | 17,491 | $1.31M | 0.28% | −1,733−9.0% | Reduced |
| All Season Financial Advisors, Inc. | 17,569 | $1.32M | 1.06% | −5,090−22.5% | Reduced |
| Arvest Bank Trust Division | 17,601 | $1.32M | 0.07% | +2,666+17.9% | Added |
| Founders Financial Alliance, LLC | 17,610 | $1.32M | 0.62% | +548+3.2% | Added |
| Kavar Capital Partners Group, LLC | 17,641 | $1.32M | 0.30% | +275+1.6% | Added |
| HNP Capital LLC | 17,674 | $1.33M | 0.33% | +718+4.2% | Added |
| Cim Investment Mangement Inc | 17,707 | $1.33M | 0.42% | −97−0.5% | Reduced |
| Mountain Capital Investment Advisors, Inc | 16,643 | $1.34M | 0.71% | +1,222+7.9% | Added |
| Columbia Trust Co 01012016 | 17,895 | $1.34M | 0.71% | +425+2.4% | Added |
| Vectors Research Management, LLC | 17,924 | $1.35M | 0.32% | +968+5.7% | Added |
| First Business Financial Services, Inc. | 17,933 | $1.35M | 0.15% | −106−0.6% | Reduced |
| Pantheon Investment Group, LLC | 17,787 | $1.35M | 1.16% | −999−5.3% | Reduced |
| Quest Investment Management LLC | 18,000 | $1.35M | 0.12% | 00.0% | Unchanged |
| Balentine LLC | 18,078 | $1.36M | 0.05% | +8,402+86.8% | Added |
| Focus Financial Network, Inc. | 17,991 | $1.36M | 0.18% | +340+1.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 18,152 | $1.36M | 0.51% | +130+0.7% | Added |
| Pacific Wealth Strategies Group, Inc. | 18,277 | $1.37M | 0.51% | +552+3.1% | Added |
| BBR Partners, LLC | 18,281 | $1.37M | 0.11% | +1,625+9.8% | Added |
| Triangle Securities Wealth Management | 18,306 | $1.38M | 0.47% | +109+0.6% | Added |
| Keudell/Morrison Wealth Management | 18,332 | $1.38M | 0.59% | +453+2.5% | Added |
| Robertson Stephens Wealth Management, LLC | 18,203 | $1.38M | 0.16% | +33+0.2% | Added |
| Redwood Investment Management, LLC | 18,360 | $1.38M | 0.20% | +923+5.3% | Added |
| Martin & Co Inc | 18,360 | $1.38M | 0.32% | +1,445+8.5% | Added |
| Magnolia Capital Advisors LLC | 18,430 | $1.38M | 0.48% | +2,179+13.4% | Added |
| Ridgewood Investments LLC | 18,486 | $1.39M | 0.94% | −696−3.6% | Reduced |
| Notis-McConarty Edward | 18,585 | $1.40M | 0.51% | −100−0.5% | Reduced |
| Peak Asset Management, LLC | 18,654 | $1.40M | 0.35% | +48+0.3% | Added |
| Grimes & Company, Inc. | 18,664 | $1.40M | 0.06% | −114−0.6% | Reduced |
| TrinityPoint Wealth, LLC | 18,677 | $1.40M | 0.27% | +2,054+12.4% | Added |
| Guardian Investment Management | 18,700 | $1.40M | 1.04% | −5,200−21.8% | Reduced |
| Mason Investment Advisory Services, Inc. | 18,793 | $1.41M | 0.15% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 18,822 | $1.41M | 0.45% | −124−0.7% | Reduced |
| American National Bank | 18,867 | $1.42M | 0.31% | +830+4.6% | Added |
| Xcel Wealth Management, LLC | 18,876 | $1.42M | 0.41% | +3,450+22.4% | Added |
| Golden State Equity Partners | 19,020 | $1.43M | 0.59% | −1,334−6.6% | Reduced |
| Mastrapasqua Asset Management Inc | 19,115 | $1.44M | 0.16% | −1,910−9.1% | Reduced |
| Investors Asset Management of Georgia Inc | 19,112 | $1.44M | 0.75% | +10.0% | Added |
| Moloney Securities Asset Management, LLC | 19,149 | $1.44M | 0.26% | +103+0.5% | Added |