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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 47,434 | $3.56M | 1.16% | +1,262+2.7% | Added |
| Keeler Thomas Management LLC | 47,376 | $3.56M | 1.70% | +2,388+5.3% | Added |
| Ninety One SA (PTY) Ltd | 47,238 | $3.58M | 1.39% | −539−1.1% | Reduced |
| Schmidt P J Investment Management Inc | 43,595 | $3.59M | 0.70% | −2,074−4.5% | Reduced |
| J.W. Cole Advisors, Inc. | 47,772 | $3.59M | 0.26% | +2,092+4.6% | Added |
| Rowland & Co Investment Counsel | 46,447 | $3.59M | 1.22% | −670−1.4% | Reduced |
| Tealwood Asset Management Inc | 48,001 | $3.60M | 1.46% | +48,001 | New |
| HighPoint Advisor Group LLC | 48,044 | $3.61M | 0.35% | −6,250−11.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 48,087 | $3.61M | 2.36% | +75+0.2% | Added |
| Wealthspire Advisors, LLC | 48,123 | $3.62M | 0.08% | +25,303+110.9% | Added |
| Costello Asset Management, INC | 48,185 | $3.62M | 2.31% | −6,088−11.2% | Reduced |
| IndexIQ Advisors LLC | 48,360 | $3.63M | 0.12% | +2,618+5.7% | Added |
| Stratos Wealth Advisors, LLC | 48,403 | $3.64M | 0.31% | −1,554−3.1% | Reduced |
| Philadelphia Trust Co | 48,599 | $3.65M | 0.27% | −1,498−3.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 48,646 | $3.65M | 1.20% | +308+0.6% | Added |
| A. D. Beadell Investment Counsel, Inc. | 48,693 | $3.66M | 2.37% | −63−0.1% | Reduced |
| Cadence Bank NA | 49,022 | $3.68M | 1.09% | −62−0.1% | Reduced |
| Squarepoint Ops LLC | 49,377 | $3.71M | 0.03% | +12,697+34.6% | Added |
| Red Spruce Capital, LLC | 49,392 | $3.71M | 2.17% | +3,671+8.0% | Added |
| Allstate Corp | 49,439 | $3.71M | 0.15% | −3,771−7.1% | Reduced |
| Marathon Capital Management | 49,475 | $3.72M | 0.84% | +2,171+4.6% | Added |
| Alerus Financial NA | 49,583 | $3.72M | 0.34% | +1,454+3.0% | Added |
| Stokes Capital Advisors, LLC | 49,592 | $3.73M | 1.20% | −779−1.5% | Reduced |
| HighTower Trust Services, LTA | 49,742 | $3.74M | 0.46% | −274−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 49,779 | $3.74M | 1.35% | −783−1.5% | Reduced |
| Sandy Spring Bank | 49,789 | $3.74M | 0.20% | +1,605+3.3% | Added |
| Baugh & Associates, LLC | 50,085 | $3.76M | 2.30% | −29−0.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 50,115 | $3.76M | 0.23% | −4,320−7.9% | Reduced |
| Hendley & Co Inc | 50,119 | $3.76M | 1.31% | −870−1.7% | Reduced |
| Integrated Wealth Concepts LLC | 50,132 | $3.77M | 0.12% | +7,666+18.1% | Added |
| Everence Capital Management Inc | 50,481 | $3.79M | 0.31% | −9,130−15.3% | Reduced |
| Pensionfund Sabic | 50,500 | $3.79M | 0.80% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 50,715 | $3.81M | 1.08% | +1,345+2.7% | Added |
| DF Dent & Co Inc | 50,804 | $3.82M | 0.04% | +100.0% | Added |
| Roundview Capital LLC | 50,866 | $3.82M | 0.42% | −1,020−2.0% | Reduced |
| Wendell David Associates Inc | 50,982 | $3.83M | 0.43% | −920−1.8% | Reduced |
| SevenBridge Financial Group, LLC | 51,029 | $3.83M | 1.28% | −227−0.4% | Reduced |
| North Star Investment Management Corp. | 51,181 | $3.84M | 0.31% | −47−0.1% | Reduced |
| Cypress Capital Group | 51,439 | $3.86M | 0.53% | −803−1.5% | Reduced |
| Sumitomo Life Insurance Co | 51,467 | $3.87M | 0.10% | −3,243−5.9% | Reduced |
| Toroso Investments, LLC | 51,469 | $3.87M | 0.14% | +13,752+36.5% | Added |
| Kistler-Tiffany Companies, LLC | 51,744 | $3.89M | 0.88% | −1,384−2.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 52,068 | $3.91M | 1.27% | −232−0.4% | Reduced |
| Intersect Capital LLC | 52,629 | $3.95M | 0.68% | −711−1.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 52,833 | $3.97M | 1.33% | −87−0.2% | Reduced |
| Rossmore Private Capital | 53,091 | $3.99M | 0.68% | +535+1.0% | Added |
| Ipswich Investment Management Co., Inc. | 53,127 | $3.99M | 1.02% | +1,227+2.4% | Added |
| Investment Management of Virginia LLC | 53,125 | $3.99M | 0.77% | +263+0.5% | Added |
| Independent Advisor Alliance | 53,262 | $4.00M | 0.22% | +4,829+10.0% | Added |
| Jacobi Capital Management LLC | 53,437 | $4.01M | 0.51% | +2,698+5.3% | Added |
| Fort Sheridan Advisors LLC | 53,790 | $4.04M | 1.32% | +1,405+2.7% | Added |
| SeaCrest Wealth Management, LLC | 53,790 | $4.04M | 0.49% | +1,499+2.9% | Added |
| Cypress Asset Management Inc | 54,633 | $4.10M | 1.06% | −879−1.6% | Reduced |
| Caldwell Trust Co | 54,667 | $4.11M | 0.52% | +4,184+8.3% | Added |
| Girard Partners Ltd. | 54,757 | $4.11M | 0.52% | −6,431−10.5% | Reduced |
| Boston Family Office LLC | 54,857 | $4.12M | 0.30% | −4,496−7.6% | Reduced |
| We Are One Seven, LLC | 46,984 | $4.14M | 0.52% | +12,765+37.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 55,908 | $4.20M | 1.49% | +4,200+8.1% | Added |
| FRG Family Wealth Advisors LLC | 55,963 | $4.20M | 0.83% | +280+0.5% | Added |
| Montgomery Investment Management Inc | 56,132 | $4.22M | 1.57% | +300+0.5% | Added |
| Shorepoint Capital Partners LLC | 56,125 | $4.22M | 1.89% | +56,125 | New |
| Ossiam | 56,507 | $4.24M | 0.12% | +34,503+156.8% | Added |
| Greenleaf Trust | 56,670 | $4.26M | 0.05% | −5,043−8.2% | Reduced |
| Richard Bernstein Advisors LLC | 56,828 | $4.27M | 0.09% | +4,313+8.2% | Added |
| Old National Bancorp | 56,829 | $4.27M | 0.16% | −1,715−2.9% | Reduced |
| Fishman Jay A Ltd | 57,005 | $4.28M | 0.53% | −4,675−7.6% | Reduced |
| Flputnam Investment Management Co | 57,065 | $4.29M | 0.15% | +3,666+6.9% | Added |
| Cutler Group LP | 57,284 | $4.30M | 0.33% | +57,284 | New |
| Chesley Taft & Associates LLC | 57,510 | $4.32M | 0.25% | +250+0.4% | Added |
| Murphy Capital Management Inc | 57,563 | $4.32M | 0.51% | −7,102−11.0% | Reduced |
| MainStreet Investment Advisors LLC | 57,731 | $4.34M | 0.42% | −4,996−8.0% | Reduced |
| Heritage Trust Co | 57,721 | $4.34M | 0.61% | −357−0.6% | Reduced |
| Coldstream Capital Management Inc | 52,301 | $4.34M | 0.21% | −8,257−13.6% | Reduced |
| Choate Investment Advisors | 58,025 | $4.36M | 0.28% | −4,043−6.5% | Reduced |
| Boston Financial Mangement LLC | 58,037 | $4.36M | 0.18% | +2,240+4.0% | Added |
| Avantax Planning Partners, Inc. | 58,074 | $4.36M | 0.20% | −12,273−17.4% | Reduced |
| Sepio Capital, LP | 58,176 | $4.37M | 0.37% | +2,226+4.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 58,194 | $4.37M | 2.69% | +1,630+2.9% | Added |
| Sompo Asset Management Co., Ltd. | 58,520 | $4.39M | 1.01% | +9,710+19.9% | Added |
| Prospera Financial Services Inc | 58,835 | $4.42M | 0.22% | +38+0.1% | Added |
| Moody Lynn & Lieberson, LLC | 58,889 | $4.42M | 0.33% | −32,262−35.4% | Reduced |
| Carolina Wealth Advisors, LLC | 59,122 | $4.44M | 2.94% | +1,592+2.8% | Added |
| Berger Financial Group, Inc | 59,362 | $4.46M | 0.80% | +644+1.1% | Added |
| Kingsview Wealth Management, LLC | 59,438 | $4.46M | 0.21% | +60+0.1% | Added |
| Wisconsin Capital Management LLC | 59,559 | $4.47M | 1.83% | +54,841+1,162.4% | Added |
| Martin Capital Partners, LLC | 59,932 | $4.50M | 2.27% | +679+1.1% | Added |
| Avitas Wealth Management LLC | 60,391 | $4.54M | 0.83% | +31+0.1% | Added |
| Summit Financial Wealth Advisors, LLC | 60,445 | $4.54M | 1.03% | +5,160+9.3% | Added |
| Madison Asset Management, LLC | 60,613 | $4.55M | 0.06% | −159−0.3% | Reduced |
| Birmingham Capital Management Co Inc | 60,669 | $4.56M | 1.75% | −700−1.1% | Reduced |
| Regent Investment Management LLC | 60,702 | $4.56M | 1.09% | −185−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 60,830 | $4.57M | 0.84% | +44,141+264.5% | Added |
| Berkshire Bank | 60,854 | $4.57M | 1.11% | −954−1.5% | Reduced |
| Institutional & Family Asset Management, LLC | 60,993 | $4.58M | 0.74% | −85−0.1% | Reduced |
| Capital Analysts, LLC | 61,293 | $4.60M | 0.30% | +237+0.4% | Added |
| Valeo Financial Advisors, LLC | 80,074 | $4.61M | 0.27% | +10,734+15.5% | Added |
| Hallmark Capital Management Inc | 61,536 | $4.62M | 0.40% | −315−0.5% | Reduced |
| Spire Wealth Management | 61,628 | $4.63M | 0.12% | −2,435−3.8% | Reduced |
| Old Dominion Capital Management Inc | 61,635 | $4.63M | 0.99% | +854+1.4% | Added |
| Rothschild Capital Partners, LLC | 61,759 | $4.64M | 1.48% | +1,170+1.9% | Added |