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 |
|---|---|---|---|---|---|
| Asio Capital, LLC | 38,003 | $2.88M | 0.99% | +1,331+3.6% | Added |
| SFMG, LLC | 38,412 | $2.88M | 0.32% | −1,032−2.6% | Reduced |
| Hengehold Capital Management LLC | 38,461 | $2.89M | 0.38% | +798+2.1% | Added |
| Community Trust & Investment Co | 38,536 | $2.89M | 0.24% | +27,621+253.1% | Added |
| Telos Capital Management, Inc. | 38,616 | $2.90M | 0.40% | −10,301−21.1% | Reduced |
| White Pine Capital LLC | 38,728 | $2.91M | 0.89% | −515−1.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 38,663 | $2.92M | 0.14% | −3,580−8.5% | Reduced |
| Stonebridge Capital Management Inc | 38,837 | $2.92M | 1.07% | −680−1.7% | Reduced |
| Ironwood Investment Counsel, LLC | 39,030 | $2.93M | 0.75% | +1,523+4.1% | Added |
| Essex Financial Services, Inc. | 39,153 | $2.94M | 0.34% | +9,669+32.8% | Added |
| Manchester Capital Management LLC | 39,196 | $2.94M | 0.40% | +2,100+5.7% | Added |
| Apollon Wealth Management, LLC | 39,236 | $2.95M | 0.40% | +20,738+112.1% | Added |
| Appleton Partners Inc | 39,322 | $2.95M | 0.25% | −708−1.8% | Reduced |
| Alpha Omega Wealth Management LLC | 39,503 | $2.97M | 0.49% | −2,891−6.8% | Reduced |
| RMB Capital Management, LLC | 39,541 | $2.97M | 0.10% | +20.0% | Added |
| Gladstone Institutional Advisory LLC | 39,661 | $2.98M | 0.29% | +3,639+10.1% | Added |
| Simplex Trading, LLC | 38,216 | $2.98M | 0.11% | +4,436+13.1% | Added |
| Beddow Capital Management Inc | 39,747 | $2.98M | 1.79% | −675−1.7% | Reduced |
| Texas Yale Capital Corp. | 39,811 | $2.99M | 0.17% | +20+0.1% | Added |
| Kempner Capital Management Inc. | 39,913 | $3.00M | 1.71% | 00.0% | Unchanged |
| Healthcare Value Capital, LLC | 40,000 | $3.00M | 7.80% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 40,146 | $3.02M | 1.34% | −1,052−2.6% | Reduced |
| Burney Co | 40,151 | $3.02M | 0.14% | −70.0% | Reduced |
| Cornercap Investment Counsel Inc | 40,484 | $3.04M | 0.35% | −1,571−3.7% | Reduced |
| First Bank & Trust | 40,570 | $3.05M | 1.39% | +2,745+7.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 40,592 | $3.05M | 0.92% | +22+0.1% | Added |
| TFC Financial Management | 40,652 | $3.05M | 1.01% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 40,677 | $3.06M | 0.43% | −276−0.7% | Reduced |
| MU Investments Co., Ltd. | 40,810 | $3.06M | 3.29% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 40,944 | $3.07M | 0.04% | +394+1.0% | Added |
| Cozad Asset Management Inc | 40,974 | $3.08M | 0.48% | −1,133−2.7% | Reduced |
| Level Four Advisory Services, LLC | 41,206 | $3.10M | 0.32% | −3,772−8.4% | Reduced |
| Harvey Capital Management Inc | 41,335 | $3.10M | 1.06% | −1,100−2.6% | Reduced |
| Parallel Advisors, LLC | 41,325 | $3.10M | 0.13% | +3,071+8.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 41,363 | $3.11M | 0.16% | +3,921+10.5% | Added |
| Farr Miller & Washington LLC | 41,419 | $3.11M | 0.20% | −256−0.6% | Reduced |
| Flagship Harbor Advisors, LLC | 40,062 | $3.12M | 0.33% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 41,523 | $3.12M | 0.68% | +4,413+11.9% | Added |
| First National Bank & Trust Co of Newtown | 41,613 | $3.13M | 0.65% | −40−0.1% | Reduced |
| Strategic Advisors LLC | 41,631 | $3.13M | 0.67% | +20,593+97.9% | Added |
| Crescent Capital Consulting, LLC | 41,685 | $3.13M | 0.57% | −2,062−4.7% | Reduced |
| World Asset Management Inc | 41,940 | $3.15M | 0.31% | −28,438−40.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 42,025 | $3.16M | 0.03% | +4,850+13.0% | Added |
| Court Place Advisors, LLC | 42,193 | $3.17M | 0.94% | −1,016−2.4% | Reduced |
| Hanson & Doremus Investment Management | 42,475 | $3.19M | 0.74% | +16,415+63.0% | Added |
| Chatham Capital Group, Inc. | 42,558 | $3.20M | 0.62% | −883−2.0% | Reduced |
| Dana Investment Advisors, Inc. | 42,575 | $3.20M | 0.14% | +1,167+2.8% | Added |
| Pittenger & Anderson Inc | 42,600 | $3.20M | 0.16% | +650+1.5% | Added |
| Elgethun Capital Management | 42,723 | $3.21M | 1.11% | −791−1.8% | Reduced |
| Capital International Sarl | 42,872 | $3.22M | 0.28% | −10,708−20.0% | Reduced |
| Howland Capital Management LLC | 42,864 | $3.22M | 0.17% | −1,329−3.0% | Reduced |
| Synergy Financial Management, LLC | 42,935 | $3.23M | 0.75% | −1,673−3.8% | Reduced |
| Game Creek Capital, LP | 43,250 | $3.25M | 1.72% | −25,500−37.1% | Reduced |
| Washington Trust Co | 43,325 | $3.25M | 0.09% | −822−1.9% | Reduced |
| Iowa State Bank | 43,327 | $3.25M | 0.91% | −163−0.4% | Reduced |
| Citizens Financial Group Inc | 43,119 | $3.25M | 0.12% | +10,124+30.7% | Added |
| Private Trust Co NA | 43,468 | $3.27M | 0.48% | −1,342−3.0% | Reduced |
| J. W. Coons Advisors, LLC | 40,910 | $3.27M | 1.12% | +1,320+3.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 43,590 | $3.27M | 0.09% | +34,583+384.0% | Added |
| Biltmore Family Office, LLC | 43,426 | $3.29M | 0.79% | −1,024−2.3% | Reduced |
| Chilton Capital Management LLC | 43,846 | $3.29M | 0.19% | +133+0.3% | Added |
| First Quadrant L P | 43,935 | $3.30M | 0.39% | 00.0% | Unchanged |
| Bray Capital Advisors | 44,001 | $3.31M | 0.85% | +389+0.9% | Added |
| Fiera Capital Corp | 44,042 | $3.31M | 0.01% | +4,575+11.6% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,073 | $3.31M | 1.07% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 43,797 | $3.32M | 0.25% | −1,384−3.1% | Reduced |
| JustInvest LLC | 44,367 | $3.33M | 0.30% | +3,273+8.0% | Added |
| Conning Inc. | 44,395 | $3.33M | 0.10% | −5,520−11.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 44,425 | $3.34M | 0.27% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 44,461 | $3.34M | 1.09% | −2,899−6.1% | Reduced |
| Signature Wealth Management Group | 44,476 | $3.34M | 1.86% | +2,308+5.5% | Added |
| Scott & Selber, Inc. | 44,513 | $3.34M | 1.35% | +20,423+84.8% | Added |
| Ancora Advisors, LLC | 44,885 | $3.37M | 0.09% | +96+0.2% | Added |
| Homrich & Berg | 45,000 | $3.38M | 0.08% | −2,345−5.0% | Reduced |
| Ropes Wealth Advisors LLC | 45,073 | $3.38M | 0.54% | −5,725−11.3% | Reduced |
| Harrell Investment Partners, LLC | 45,158 | $3.39M | 1.09% | +375+0.8% | Added |
| Personal Cfo Solutions, LLC | 45,255 | $3.40M | 0.70% | +51+0.1% | Added |
| Nan Fung Trinity (HK) Ltd | 45,450 | $3.41M | 0.81% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 45,121 | $3.42M | 0.51% | −1,100−2.4% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 45,582 | $3.42M | 0.39% | +747+1.7% | Added |
| Stock Yards Bank & Trust Co | 45,629 | $3.43M | 0.22% | +967+2.2% | Added |
| First Financial Bank - Trust Division | 45,897 | $3.45M | 0.38% | −2,131−4.4% | Reduced |
| Comerica Securities,inc. | 45,565 | $3.45M | 0.25% | −1,692−3.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 46,055 | $3.46M | 0.14% | −57−0.1% | Reduced |
| WoodTrust Financial Corp | 46,051 | $3.46M | 0.81% | +3,832+9.1% | Added |
| Sound View Wealth Advisors Group, LLC | 46,063 | $3.46M | 0.72% | +35+0.1% | Added |
| OPSEU Pension Plan Trust Fund | 42,110 | $3.46M | 0.87% | +1,123+2.7% | Added |
| Cox Capital Mgt LLC | 46,091 | $3.46M | 2.33% | +946+2.1% | Added |
| Assenagon Asset Management S.A. | 46,258 | $3.47M | 0.01% | +24,553+113.1% | Added |
| Great Valley Advisor Group, Inc. | 46,691 | $3.51M | 0.24% | −1,293−2.7% | Reduced |
| Poehling Capital Management, LLC | 46,731 | $3.51M | 1.19% | +1,681+3.7% | Added |
| Hartford Financial Management Inc. | 46,839 | $3.52M | 0.90% | +1,060+2.3% | Added |
| Greylin Investment Mangement Inc | 46,890 | $3.52M | 0.72% | 00.0% | Unchanged |
| Coastline Trust Co | 46,930 | $3.52M | 0.44% | +210+0.4% | Added |
| WealthTrust Axiom LLC | 46,946 | $3.53M | 1.19% | +80.0% | Added |
| Clough Capital Partners L P | 47,000 | $3.53M | 0.22% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 47,015 | $3.53M | 0.62% | −399−0.8% | Reduced |
| Mid Atlantic Financial Management Inc | 47,136 | $3.54M | 0.24% | +272+0.6% | Added |
| TNF LLC | 48,435 | $3.56M | 1.53% | +48,435 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 47,400 | $3.56M | 0.89% | +2,565+5.7% | Added |