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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 29,510 | $2.40M | 0.20% | +2,525+9.4% | Added |
| Essex Savings Bank | 31,514 | $2.40M | 0.87% | +465+1.5% | Added |
| Empirical Finance, LLC | 32,022 | $2.40M | 0.36% | +1,779+5.9% | Added |
| Occudo Quantitative Strategies LP | 32,033 | $2.41M | 0.29% | +32,033 | New |
| Bailard, Inc. | 32,588 | $2.45M | 0.08% | −2,017−5.8% | Reduced |
| Truehand, Inc | 32,598 | $2.45M | 1.45% | 00.0% | Unchanged |
| Signaturefd, LLC | 32,604 | $2.45M | 0.08% | +3,068+10.4% | Added |
| Regent Peak Wealth Advisors LLC | 32,668 | $2.45M | 0.70% | −488−1.5% | Reduced |
| BigSur Wealth Management LLC | 32,495 | $2.46M | 1.11% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 32,894 | $2.47M | 0.23% | −3,276−9.1% | Reduced |
| Hudock, Inc. | 32,927 | $2.47M | 0.74% | −149−0.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 32,999 | $2.48M | 0.17% | +853+2.7% | Added |
| EagleClaw Capital Managment, LLC | 33,057 | $2.49M | 0.64% | +20+0.1% | Added |
| Uncommon Cents Investing LLC | 33,134 | $2.49M | 1.01% | +1,424+4.5% | Added |
| Wade G W & Inc | 33,365 | $2.51M | 0.12% | +2,366+7.6% | Added |
| Spinnaker Trust | 33,382 | $2.51M | 0.17% | +2,770+9.0% | Added |
| Keebeck Wealth Management, LLC | 33,128 | $2.51M | 0.49% | +703+2.2% | Added |
| Westover Capital Advisors, LLC | 33,442 | $2.51M | 0.79% | +2,440+7.9% | Added |
| Proequities, Inc. | 33,175 | $2.51M | 0.15% | −1,658−4.8% | Reduced |
| Clear Harbor Asset Management, LLC | 33,475 | $2.51M | 0.30% | −6,212−15.7% | Reduced |
| Credit Agricole S A | 33,528 | $2.52M | 0.09% | +9,795+41.3% | Added |
| AMG National Trust Bank | 33,617 | $2.52M | 0.08% | +628+1.9% | Added |
| Fairfield, Bush & Co. | 33,719 | $2.53M | 0.82% | −6,765−16.7% | Reduced |
| Wealth Alliance | 33,944 | $2.55M | 0.57% | +1,391+4.3% | Added |
| Whitener Capital Management, Inc. | 31,212 | $2.55M | 1.17% | −7,551−19.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $2.55M | 0.84% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 34,015 | $2.56M | 0.33% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 34,028 | $2.56M | 0.67% | +750+2.3% | Added |
| Legacy Private Trust Co. | 34,082 | $2.56M | 0.21% | +753+2.3% | Added |
| Alaska Permanent Fund Corp | 34,100 | $2.56M | 0.05% | 00.0% | Unchanged |
| Family Legacy, Inc. | 31,761 | $2.56M | 1.15% | +47+0.1% | Added |
| Hilltop Holdings Inc. | 34,109 | $2.56M | 0.28% | +4,756+16.2% | Added |
| Arete Wealth Advisors, LLC | 32,730 | $2.56M | 0.28% | +442+1.4% | Added |
| Pegasus Asset Management, Inc. | 34,304 | $2.58M | 1.18% | +1,346+4.1% | Added |
| DuPont Capital Management Corp | 34,368 | $2.58M | 0.08% | −41,845−54.9% | Reduced |
| Chelsea Counsel Co | 34,357 | $2.58M | 1.17% | −240−0.7% | Reduced |
| Red Door Wealth Management, LLC | 34,477 | $2.59M | 0.99% | +5,512+19.0% | Added |
| Altfest L J & Co Inc | 34,507 | $2.59M | 0.54% | +375+1.1% | Added |
| Belpointe Asset Management LLC | 34,535 | $2.59M | 0.18% | +2,224+6.9% | Added |
| Searle & Co. | 34,606 | $2.60M | 1.06% | +9,621+38.5% | Added |
| Holderness Investments Co | 34,793 | $2.61M | 0.86% | +150.0% | Added |
| Foster & Motley Inc | 34,884 | $2.62M | 0.22% | −1,488−4.1% | Reduced |
| Murphy Pohlad Asset Management LLC | 34,973 | $2.63M | 1.07% | −3,610−9.4% | Reduced |
| Cobblestone Capital Advisors LLC | 35,084 | $2.63M | 0.18% | −1,923−5.2% | Reduced |
| Dean Investment Associates, LLC | 35,077 | $2.63M | 0.50% | +896+2.6% | Added |
| Walter & Keenan Financial Consulting Co | 35,096 | $2.64M | 0.89% | −803−2.2% | Reduced |
| Paradigm Asset Management Co LLC | 35,100 | $2.64M | 0.72% | −1,700−4.6% | Reduced |
| Premier Asset Management LLC | 35,104 | $2.64M | 0.37% | +12,530+55.5% | Added |
| Strategic Financial Services, Inc, | 35,188 | $2.64M | 0.21% | −931−2.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 35,355 | $2.66M | 0.87% | −1,097−3.0% | Reduced |
| Sequoia Financial Advisors, LLC | 35,406 | $2.66M | 0.27% | −41,577−54.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 35,395 | $2.66M | 0.06% | −358−1.0% | Reduced |
| Thompson Investment Management, Inc. | 35,463 | $2.66M | 0.40% | −2,470−6.5% | Reduced |
| CAPROCK Group, Inc. | 35,247 | $2.67M | 0.24% | −37−0.1% | Reduced |
| Brandywine Global Investment Management, LLC | 35,600 | $2.67M | 0.02% | −452−1.3% | Reduced |
| BKD Wealth Advisors, LLC | 35,604 | $2.67M | 0.12% | +854+2.5% | Added |
| Means Investment Co., Inc. | 35,677 | $2.68M | 0.53% | −1,026−2.8% | Reduced |
| Enterprise Trust & Investment Co | 35,725 | $2.68M | 1.09% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 35,765 | $2.69M | 2.01% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 35,800 | $2.69M | 1.51% | −300−0.8% | Reduced |
| Horizon Investments, LLC | 35,869 | $2.69M | 0.08% | −23,585−39.7% | Reduced |
| Leelyn Smith, LLC | 35,892 | $2.70M | 0.78% | +3,177+9.7% | Added |
| Pensionfund DSM Netherlands | 36,000 | $2.70M | 0.34% | −38,000−51.4% | Reduced |
| TSP Capital Management Group, LLC | – | $2.71M | 0.93% | – | – |
| Patton Albertson Miller Group, LLC | 36,136 | $2.71M | 0.52% | +1,273+3.7% | Added |
| Pettee Investors, Inc. | 36,151 | $2.71M | 1.26% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 36,167 | $2.72M | 0.03% | −286−0.8% | Reduced |
| J. Goldman & Co LP | 36,166 | $2.72M | 0.24% | +36,166 | New |
| Sand Hill Global Advisors, LLC | 36,184 | $2.72M | 0.17% | −456−1.2% | Reduced |
| SNS Financial Group, LLC | 36,228 | $2.72M | 0.34% | +1,153+3.3% | Added |
| Huber Capital Management LLC | 36,293 | $2.73M | 0.70% | −7,300−16.7% | Reduced |
| Moneta Group Investment Advisors LLC | 36,333 | $2.73M | 0.13% | −2,847−7.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 36,328 | $2.73M | 0.65% | +2,581+7.6% | Added |
| Abbot Financial Management, Inc. | 36,349 | $2.73M | 1.24% | −374−1.0% | Reduced |
| Marino, Stram & Associates LLC | 36,357 | $2.73M | 0.94% | +7,864+27.6% | Added |
| Hancock Whitney Corp | 36,434 | $2.74M | 0.10% | −2,435−6.3% | Reduced |
| Princeton Global Asset Management LLC | 36,573 | $2.75M | 0.84% | −183−0.5% | Reduced |
| Meridian Wealth Advisors, LLC | 36,646 | $2.75M | 0.77% | +1,435+4.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 36,767 | $2.76M | 0.06% | +24,302+195.0% | Added |
| CCLA Investment Management Ltd | 36,875 | $2.77M | 0.05% | +4,929+15.4% | Added |
| IMA Wealth, Inc. | 36,908 | $2.77M | 0.65% | −34−0.1% | Reduced |
| DT Investment Partners, LLC | 36,981 | $2.78M | 0.37% | +6,081+19.7% | Added |
| Clear Street Markets LLC | 37,014 | $2.78M | 0.61% | −13,260−26.4% | Reduced |
| Horan Capital Advisors, LLC. | 37,208 | $2.79M | 1.24% | +600+1.6% | Added |
| NEXT Financial Group, Inc | 37,282 | $2.80M | 0.22% | −2,674−6.7% | Reduced |
| Linscomb & Williams, Inc. | 37,345 | $2.81M | 0.14% | −553−1.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 37,418 | $2.81M | 0.48% | −3,598−8.8% | Reduced |
| Resources Investment Advisors, LLC. | 37,475 | $2.81M | 0.11% | +2,002+5.6% | Added |
| St Germain D J Co Inc | 37,509 | $2.82M | 0.17% | −863−2.2% | Reduced |
| Wilkinson Global Asset Management LLC | 37,514 | $2.82M | 0.17% | +440+1.2% | Added |
| SeaBridge Investment Advisors LLC | 37,550 | $2.82M | 0.93% | +245+0.7% | Added |
| Mirova | 37,577 | $2.82M | 0.36% | +3,414+10.0% | Added |
| Charter Research & Investment Group, Inc. | 37,717 | $2.83M | 2.35% | +200+0.5% | Added |
| Ieq Capital, LLC | 37,767 | $2.84M | 0.08% | +4,018+11.9% | Added |
| Affinity Investment Advisors, LLC | 37,907 | $2.85M | 1.28% | +4,934+15.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 37,929 | $2.85M | 1.54% | +37,929 | New |
| FWL Investment Management, LLC | 38,003 | $2.85M | 1.80% | +38,003 | New |
| Nicollet Investment Management, Inc. | 38,007 | $2.85M | 1.20% | −143−0.4% | Reduced |
| McGinn Investment Management, Inc. | 38,047 | $2.86M | 2.06% | +70+0.2% | Added |
| Duncker Streett & Co Inc | 38,045 | $2.86M | 0.54% | +745+2.0% | Added |