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 |
|---|---|---|---|---|---|
| Essex LLC | 27,006 | $2.03M | 0.56% | +27,006 | New |
| TCG Advisory Services, LLC | 27,066 | $2.03M | 0.54% | +1,427+5.6% | Added |
| Edgestream Partners, L.P. | 27,067 | $2.03M | 0.13% | +18,905+231.6% | Added |
| First Midwest Bank Trust Division | 27,228 | $2.04M | 0.29% | −5,988−18.0% | Reduced |
| Fred Alger Management, LLC | 27,241 | $2.05M | 0.00% | 00.0% | Unchanged |
| South State Corp. | 27,268 | $2.05M | 0.17% | −1,619−5.6% | Reduced |
| Intrust Bank NA | 27,271 | $2.05M | 0.27% | +1,821+7.2% | Added |
| Headinvest, LLC | 27,353 | $2.05M | 0.39% | −168−0.6% | Reduced |
| Mayflower Financial Advisors, LLC | 25,906 | $2.06M | 0.28% | −7,284−21.9% | Reduced |
| NTV Asset Management LLC | 27,409 | $2.06M | 0.36% | +2,404+9.6% | Added |
| LeJeune Puetz Investment Counsel LLC | 27,407 | $2.06M | 0.75% | +6,407+30.5% | Added |
| XTX Topco Ltd | 27,490 | $2.06M | 0.69% | +27,490 | New |
| Asset Dedication, LLC | 27,399 | $2.07M | 0.27% | +56+0.2% | Added |
| DAGCO, Inc. | 27,605 | $2.07M | 0.89% | −3,100−10.1% | Reduced |
| Fma Advisory Inc | 27,666 | $2.08M | 0.77% | −4,573−14.2% | Reduced |
| Hudson Value Partners, LLC | 27,740 | $2.08M | 1.15% | +330+1.2% | Added |
| Curbstone Financial Management Corp | 27,772 | $2.09M | 0.39% | +408+1.5% | Added |
| Janney Capital Management LLC | 27,806 | $2.09M | 0.14% | −817−2.9% | Reduced |
| Patten Group, Inc. | 27,847 | $2.09M | 0.62% | −2,374−7.9% | Reduced |
| Meristem Family Wealth, LLC | 27,932 | $2.10M | 0.20% | +8,940+47.1% | Added |
| New England Research & Management, Inc. | 27,968 | $2.10M | 1.10% | −50−0.2% | Reduced |
| Ameritas Investment Company, LLC | 28,129 | $2.11M | 0.10% | +16,787+148.0% | Added |
| Capital Investment Advisory Services, LLC | 28,182 | $2.12M | 0.27% | −2,171−7.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 28,279 | $2.12M | 0.24% | +7,701+37.4% | Added |
| International Assets Investment Management, LLC | 28,301 | $2.13M | 0.38% | +12,685+81.2% | Added |
| Welch Group, LLC | 28,339 | $2.13M | 0.14% | +270+1.0% | Added |
| Pinkerton Retirement Specialists, LLC | 28,471 | $2.14M | 0.41% | +1,450+5.4% | Added |
| BerganKDV Wealth Management, LLC | 28,496 | $2.14M | 0.24% | +1,674+6.2% | Added |
| 180 Wealth Advisors, LLC | 27,331 | $2.14M | 0.47% | +1,664+6.5% | Added |
| Allegheny Financial Group LTD | 28,603 | $2.15M | 0.98% | −1,423−4.7% | Reduced |
| Secure Asset Management, LLC | 28,688 | $2.15M | 1.06% | −1,732−5.7% | Reduced |
| Resource Management, LLC | 28,691 | $2.15M | 0.25% | +851+3.1% | Added |
| Bontempo Ohly Capital Mgmt LLC | 28,717 | $2.16M | 1.21% | −112−0.4% | Reduced |
| YorkBridge Wealth Partners, LLC | 28,744 | $2.16M | 0.54% | +251+0.9% | Added |
| Modera Wealth Management, LLC | 28,810 | $2.16M | 0.11% | +188+0.7% | Added |
| MD Financial Management Inc. | 28,893 | $2.17M | 0.05% | −3,044−9.5% | Reduced |
| Emfo, LLC | 28,897 | $2.17M | 1.92% | +2,816+10.8% | Added |
| Private Management Group Inc | 28,915 | $2.17M | 0.09% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 28,955 | $2.17M | 0.92% | +1,480+5.4% | Added |
| Alliance Wealth Advisors, LLC | 29,075 | $2.18M | 1.93% | −238−0.8% | Reduced |
| Hall Laurie J Trustee | 29,200 | $2.19M | 0.85% | 00.0% | Unchanged |
| Watchman Group, Inc. | 29,245 | $2.20M | 1.42% | −1,434−4.7% | Reduced |
| Harvey Investment Co LLC | 29,254 | $2.20M | 0.29% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 29,285 | $2.20M | 1.29% | −84−0.3% | Reduced |
| Claybrook Capital, LLC | 29,310 | $2.20M | 1.11% | −21,946−42.8% | Reduced |
| Plimoth Trust Co LLC | 29,346 | $2.20M | 0.62% | +294+1.0% | Added |
| Regis Management CO LLC | 29,368 | $2.21M | 0.38% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 29,389 | $2.21M | 0.66% | +3,308+12.7% | Added |
| Sheaff Brock Investment Advisors, LLC | 29,430 | $2.21M | 0.22% | −5,191−15.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 29,527 | $2.22M | 0.08% | −346−1.2% | Reduced |
| AdvisorNet Financial, Inc | 29,517 | $2.22M | 0.15% | −14,395−32.8% | Reduced |
| WC Walker & Associates, Inc. | 29,533 | $2.22M | 1.19% | +973+3.4% | Added |
| BFSG, LLC | 29,559 | $2.22M | 0.34% | −270−0.9% | Reduced |
| Shepherd Financial Partners LLC | 29,661 | $2.23M | 0.43% | −264−0.9% | Reduced |
| Stolper Co | 29,676 | $2.23M | 1.07% | +575+2.0% | Added |
| First PREMIER Bank | 29,689 | $2.23M | 0.63% | +210+0.7% | Added |
| Security National Trust Co | 28,725 | $2.23M | 0.52% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 29,781 | $2.24M | 0.07% | +1,702+6.1% | Added |
| Pitcairn Co | 29,818 | $2.24M | 0.15% | −4,423−12.9% | Reduced |
| Chilton Investment Co LLC | 29,805 | $2.24M | 0.06% | +2,360+8.6% | Added |
| Inscription Capital, LLC | 29,581 | $2.24M | 0.70% | −53,170−64.3% | Reduced |
| Smithfield Trust Co | 29,829 | $2.25M | 0.15% | −500−1.6% | Reduced |
| SWS Partners | 29,923 | $2.25M | 1.39% | +7,285+32.2% | Added |
| Cubist Systematic Strategies, LLC | 29,968 | $2.25M | 0.03% | −9,224−23.5% | Reduced |
| Aries Wealth Management | 29,996 | $2.25M | 0.95% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 30,048 | $2.26M | 0.22% | −60.0% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 30,087 | $2.26M | 1.14% | −4,163−12.2% | Reduced |
| Strategic Capital Advisers, Inc. | 30,136 | $2.26M | 1.76% | +8,131+37.0% | Added |
| Blue Fin Capital, Inc. | 30,162 | $2.27M | 0.69% | −177−0.6% | Reduced |
| IFP Advisors, Inc | 30,068 | $2.27M | 0.05% | +5,072+20.3% | Added |
| American Portfolios Advisors | 30,251 | $2.27M | 0.09% | −276−0.9% | Reduced |
| V Wealth Advisors LLC | 30,258 | $2.27M | 0.36% | +1,218+4.2% | Added |
| Nixon Peabody Trust Co | 30,286 | $2.27M | 0.82% | +2,475+8.9% | Added |
| Moreno Evelyn V | 30,326 | $2.28M | 0.54% | −300−1.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 30,368 | $2.28M | 0.75% | +419+1.4% | Added |
| Graypoint LLC | 30,363 | $2.28M | 0.28% | +2,044+7.2% | Added |
| Equitable Holdings, Inc. | 30,417 | $2.29M | 0.04% | +593+2.0% | Added |
| Strategy Asset Managers LLC | 30,501 | $2.29M | 0.51% | −465−1.5% | Reduced |
| Ballentine Partners, LLC | 30,614 | $2.30M | 0.08% | +51+0.2% | Added |
| Cubic Asset Management, LLC | 30,612 | $2.30M | 0.57% | +775+2.6% | Added |
| Andesa Financial Management Inc. | 30,635 | $2.30M | 1.25% | +24,228+378.1% | Added |
| Buckingham Capital Management, Inc. | 30,669 | $2.30M | 0.38% | −1,748−5.4% | Reduced |
| AIMZ Investment Advisors, LLC | 30,735 | $2.31M | 1.04% | −473−1.5% | Reduced |
| Grove Bank & Trust | 30,760 | $2.31M | 0.49% | +1,265+4.3% | Added |
| Fortem Financial Group, LLC | 30,778 | $2.31M | 1.17% | +733+2.4% | Added |
| Johnson Financial Group, Inc. | 30,799 | $2.31M | 0.16% | −8,039−20.7% | Reduced |
| Advisory Resource Group | 30,801 | $2.31M | 0.85% | +272+0.9% | Added |
| Prestige Wealth Management Group LLC | 30,815 | $2.31M | 0.59% | +689+2.3% | Added |
| CX Institutional | 31,057 | $2.33M | 0.19% | +141+0.5% | Added |
| Loudon Investment Management, LLC | 31,085 | $2.33M | 1.66% | +7,305+30.7% | Added |
| Schnieders Capital Management LLC | 31,247 | $2.35M | 0.63% | +4,392+16.4% | Added |
| Brandywine Oak Private Wealth LLC | 31,286 | $2.35M | 0.27% | +1,705+5.8% | Added |
| Mechanics Bank Trust Department | 31,293 | $2.35M | 0.38% | −98−0.3% | Reduced |
| Waldron Private Wealth LLC | 31,081 | $2.35M | 0.14% | +2,283+7.9% | Added |
| Ogorek Anthony Joseph | 31,564 | $2.37M | 1.08% | +21+0.1% | Added |
| Harbor Advisory Corp | 31,558 | $2.37M | 1.03% | +500+1.6% | Added |
| First City Capital Management, Inc. | 31,597 | $2.37M | 1.34% | +1,205+4.0% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $2.38M | 0.65% | 00.0% | Unchanged |
| Savant Capital, LLC | 31,738 | $2.38M | 0.09% | −2,144−6.3% | Reduced |
| Silvant Capital Management LLC | 31,545 | $2.39M | 0.43% | −2,876−8.4% | Reduced |