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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 22,837 | $1.72M | 0.21% | +839+3.8% | Added |
| Gifford Fong Associates | 22,900 | $1.72M | 0.33% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 22,948 | $1.72M | 0.24% | +3,046+15.3% | Added |
| Washington Capital Management Inc | 22,988 | $1.73M | 1.53% | +3,935+20.7% | Added |
| Pettyjohn, Wood & White, Inc | 22,996 | $1.73M | 0.38% | −35−0.2% | Reduced |
| Quest Capital Management Inc | 23,007 | $1.73M | 0.34% | +460+2.0% | Added |
| Dynamic Advisor Solutions LLC | 23,053 | $1.73M | 0.13% | +1,437+6.6% | Added |
| Glynn Capital Management LLC | 23,068 | $1.73M | 0.15% | 00.0% | Unchanged |
| Pflug Koory, LLC | 23,110 | $1.74M | 0.95% | −692−2.9% | Reduced |
| SG Americas Securities, LLC | 23,172 | $1.74M | 0.01% | −613,971−96.4% | Reduced |
| Eudaimonia Partners, LLC | 23,247 | $1.75M | 0.31% | −183−0.8% | Reduced |
| Key Financial Inc | 23,295 | $1.75M | 0.99% | +423+1.8% | Added |
| Journey Advisory Group, LLC | 23,336 | $1.75M | 0.57% | −2,287−8.9% | Reduced |
| Fieldpoint Private Securities, LLC | 23,337 | $1.75M | 0.39% | −79−0.3% | Reduced |
| Sawtooth Solutions, LLC | 23,376 | $1.76M | 0.27% | +9,468+68.1% | Added |
| Callahan Advisors, LLC | 23,439 | $1.76M | 0.22% | +17,931+325.5% | Added |
| Jupiter Wealth Management LLC | 21,000 | $1.76M | 0.83% | −9,500−31.1% | Reduced |
| Chiron Capital Management, LLC | 23,500 | $1.76M | 1.29% | +2,650+12.7% | Added |
| Harbor Investment Advisory, LLC | 23,572 | $1.77M | 0.24% | +458+2.0% | Added |
| Brendel Financial Advisors LLC | 23,600 | $1.77M | 2.11% | 00.0% | Unchanged |
| Spirit of America Management Corp | 23,750 | $1.78M | 0.38% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 23,758 | $1.78M | 0.45% | +697+3.0% | Added |
| Townsend & Associates, Inc | 22,315 | $1.78M | 0.88% | +6,340+39.7% | Added |
| Oak Associates, Ltd | 23,765 | $1.78M | 0.10% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 23,760 | $1.78M | 0.32% | +311+1.3% | Added |
| Sippican Capital Advisors | 23,787 | $1.79M | 1.55% | +1,420+6.3% | Added |
| Bristol John W & Co Inc | 23,834 | $1.79M | 0.03% | 00.0% | Unchanged |
| Puzo Michael J | 24,000 | $1.80M | 0.57% | 00.0% | Unchanged |
| Human Investing LLC | 24,015 | $1.80M | 0.43% | −88−0.4% | Reduced |
| Capstone Triton Financial Group, LLC | 22,170 | $1.81M | 1.09% | +2,057+10.2% | Added |
| Meiji Yasuda Life Insurance Co | 24,126 | $1.81M | 0.03% | −3,120−11.5% | Reduced |
| BDO Wealth Advisors, LLC | 24,130 | $1.81M | 0.20% | +1,487+6.6% | Added |
| HCR Wealth Advisors | 24,185 | $1.82M | 0.30% | −234−1.0% | Reduced |
| Buckhead Capital Management LLC | 24,257 | $1.82M | 0.41% | +1,785+7.9% | Added |
| Compton Capital Management Inc | 24,291 | $1.82M | 0.54% | +1,450+6.3% | Added |
| Paradigm Financial Partners, LLC | 22,326 | $1.83M | 0.43% | −510−2.2% | Reduced |
| Mission Wealth Management, LP | 24,385 | $1.83M | 0.09% | −82−0.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 24,403 | $1.83M | 1.14% | −475−1.9% | Reduced |
| WMS Partners, LLC | 24,439 | $1.84M | 0.27% | +3,570+17.1% | Added |
| Trust Asset Management LLC | 24,522 | $1.84M | 0.25% | +1,618+7.1% | Added |
| ARGI Investment Services, LLC | 24,542 | $1.84M | 0.06% | −42,201−63.2% | Reduced |
| Wealthquest Corp | 24,581 | $1.85M | 0.31% | −1,461−5.6% | Reduced |
| Sheets Smith Wealth Management | 24,617 | $1.85M | 0.25% | +718+3.0% | Added |
| 9258 Wealth Management, LLC | 24,628 | $1.85M | 0.49% | +292+1.2% | Added |
| Farmers National Bank | 22,618 | $1.85M | 0.74% | −3,213−12.4% | Reduced |
| Fiduciary Group LLC | 22,539 | $1.85M | 0.21% | +133+0.6% | Added |
| Keystone Financial Group | 24,767 | $1.86M | 0.34% | +141+0.6% | Added |
| PFG Advisors | 24,804 | $1.86M | 0.21% | −755−3.0% | Reduced |
| Hudson Bay Capital Management LP | 24,865 | $1.87M | 0.03% | −20,135−44.7% | Reduced |
| Insight Advisors, LLC | 20,667 | $1.87M | 0.56% | +523+2.6% | Added |
| Wescott Financial Advisory Group, LLC | 25,091 | $1.89M | 1.07% | −520−2.0% | Reduced |
| West Oak Capital, LLC | 25,130 | $1.89M | 0.73% | +660+2.7% | Added |
| Grace & White Inc | 25,159 | $1.89M | 0.36% | 00.0% | Unchanged |
| Northstar Group, Inc. | 25,217 | $1.89M | 0.49% | +1,750+7.5% | Added |
| Baker Tilly Wealth Management, LLC | 25,209 | $1.89M | 0.25% | +2,166+9.4% | Added |
| Riverview Trust Co | 25,212 | $1.89M | 2.00% | −833−3.2% | Reduced |
| DC Investments Management, LLC | 25,214 | $1.89M | 3.53% | +19,140+315.1% | Added |
| Allworth Financial LP | 25,242 | $1.90M | 0.03% | +2,159+9.4% | Added |
| Orion Portfolio Solutions, LLC | 25,246 | $1.90M | 0.07% | +6,826+37.1% | Added |
| Sargent Bickham Lagudis LLC | 25,288 | $1.90M | 0.15% | −144−0.6% | Reduced |
| Cordasco Financial Network | 25,277 | $1.90M | 1.29% | +26+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 25,320 | $1.90M | 0.27% | +5,296+26.4% | Added |
| Atlas Private Wealth Advisors | 25,330 | $1.90M | 0.99% | +1,246+5.2% | Added |
| Founders Capital Management | 25,365 | $1.91M | 1.31% | −2,075−7.6% | Reduced |
| Eqis Capital Management, Inc. | 25,387 | $1.91M | 0.15% | −350−1.4% | Reduced |
| Wellington Shields & Co., LLC | 25,410 | $1.91M | 0.67% | +1,000+4.1% | Added |
| Morse Asset Management, Inc | 25,500 | $1.92M | 0.46% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 25,570 | $1.92M | 0.23% | +33+0.1% | Added |
| NorthRock Partners, LLC | 25,666 | $1.93M | 0.16% | +2,276+9.7% | Added |
| Rehmann Capital Advisory Group | 25,713 | $1.93M | 0.18% | −205−0.8% | Reduced |
| Agf Investments Inc. | 25,748 | $1.93M | 0.01% | +1,757+7.3% | Added |
| New Potomac Partners, LLC | 25,760 | $1.94M | 1.34% | +670+2.7% | Added |
| Laidlaw Wealth Management LLC | 25,759 | $1.94M | 0.50% | +2,396+10.3% | Added |
| Sunflower Bank, N.A. | 25,871 | $1.94M | 0.27% | +687+2.7% | Added |
| Members Capital Advisors Inc | 26,082 | $1.96M | 1.06% | +3,916+17.7% | Added |
| Sawyer & Company, Inc | 26,116 | $1.96M | 0.93% | +1,280+5.2% | Added |
| Webster Bank, N. A. | 26,157 | $1.96M | 0.22% | −212−0.8% | Reduced |
| McDonald Partners LLC | 26,168 | $1.97M | 0.46% | +257+1.0% | Added |
| BBVA USA | 26,192 | $1.97M | 0.12% | −2,103−7.4% | Reduced |
| Shoker Investment Counsel, Inc. | 26,207 | $1.97M | 0.98% | +1,187+4.7% | Added |
| Wealth Advisory Solutions, LLC | 26,273 | $1.97M | 0.44% | +18,357+231.9% | Added |
| Blue Chip Partners, Inc. | 26,493 | $1.99M | 0.28% | −1,010−3.7% | Reduced |
| Fulcrum Asset Management LLP | – | $1.99M | 0.98% | – | – |
| Checchi Capital Advisers, LLC | 26,532 | $1.99M | 0.25% | −1,609−5.7% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 26,535 | $1.99M | 0.08% | −165−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 26,614 | $2.00M | 0.03% | −589−2.2% | Reduced |
| Hayek Kallen Investment Management | 26,681 | $2.00M | 0.91% | +1,225+4.8% | Added |
| Brighton Jones LLC | 26,680 | $2.00M | 0.10% | +1,624+6.5% | Added |
| Claraphi Advisory Network, LLC | 26,692 | $2.00M | 0.71% | −2,644−9.0% | Reduced |
| Werlinich Asset Management, LLC | 26,695 | $2.01M | 1.62% | +1,000+3.9% | Added |
| Altium Wealth Management LLC | 26,759 | $2.01M | 0.14% | −216−0.8% | Reduced |
| CNB Bank | 26,768 | $2.01M | 1.21% | +1,906+7.7% | Added |
| Capital Fund Management S.A. | 26,784 | $2.01M | 0.05% | −44,602−62.5% | Reduced |
| Koss-Olinger Consulting, LLC | 26,791 | $2.01M | 0.33% | +808+3.1% | Added |
| Archer Investment Corp | 26,807 | $2.01M | 0.75% | +2,297+9.4% | Added |
| Somerville Kurt F | 26,839 | $2.02M | 0.31% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 26,878 | $2.02M | 0.30% | −1,110−4.0% | Reduced |
| Prudent Man Advisors, LLC | 26,861 | $2.02M | 0.76% | +9,797+57.4% | Added |
| CPWM, LLC | 26,955 | $2.02M | 0.19% | −161−0.6% | Reduced |
| Gyon Technologies Capital Management, LP | 26,983 | $2.03M | 0.55% | −2,237−7.7% | Reduced |