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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Ade, LLC | 1,223 | $92.0K | 0.08% | −745−37.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,220 | $92.0K | 0.03% | +305+33.3% | Added |
| Ten Capital Wealth Advisors, LLC | 1,243 | $93.0K | 0.04% | +997+405.3% | Added |
| Accel Wealth Management | 1,256 | $94.0K | 0.06% | −97−7.2% | Reduced |
| Robbins Farley LLC | 1,250 | $94.0K | 0.07% | +1,250 | New |
| Avion Wealth | 1,269 | $95.0K | 0.03% | +2+0.2% | Added |
| Wolff Wiese Magana LLC | 1,257 | $95.0K | 0.07% | +552+78.3% | Added |
| Pacitti Group Inc. | 1,279 | $96.0K | 0.06% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,286 | $97.0K | 0.03% | +50+4.0% | Added |
| Hoese & Co LLP | 1,311 | $98.0K | 0.11% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 1,326 | $100.0K | 0.04% | −48−3.5% | Reduced |
| Pacific Center for Financial Services | 1,326 | $100.0K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,400 | $105.0K | 0.06% | −400−22.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,403 | $105.0K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,467 | $110.0K | 0.05% | +50+3.5% | Added |
| Knott David M | 1,475 | $111.0K | 0.05% | +175+13.5% | Added |
| Arcadia Investment Management Corp | 1,500 | $113.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,519 | $114.0K | 0.03% | +1,519 | New |
| Legacy Bridge, LLC | 1,526 | $115.0K | 0.07% | +90+6.3% | Added |
| Financial Perspectives, Inc | 1,553 | $116.6K | 0.06% | 00.0% | Unchanged |
| Newfound Research LLC | 1,569 | $118.0K | 0.19% | +412+35.6% | Added |
| Country Trust Bank | 1,590 | $119.0K | 0.00% | +906+132.5% | Added |
| NewSquare Capital LLC | 1,599 | $120.0K | 0.01% | +218+15.8% | Added |
| Sterling Financial Planning, Inc. | 1,710 | $128.0K | 0.08% | +251+17.2% | Added |
| Filbrandt Wealth Management, LLC | 1,766 | $133.0K | 0.08% | +25+1.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,777 | $133.0K | 0.05% | +82+4.8% | Added |
| Cascade Investment Advisors, Inc. | 1,805 | $135.6K | 0.09% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,792 | $136.0K | 0.08% | +2+0.1% | Added |
| Lenox Wealth Advisors, LLC | 1,922 | $144.0K | 0.02% | +131+7.3% | Added |
| Cranbrook Wealth Management, LLC | 1,926 | $145.0K | 0.03% | +75+4.1% | Added |
| Truvestments Capital LLC | 1,965 | $148.0K | 0.08% | +5+0.3% | Added |
| Carderock Capital Management Inc | 2,050 | $154.0K | 0.04% | −551−21.2% | Reduced |
| Capital Advisors, Ltd. LLC | 2,052 | $154.0K | 0.03% | 00.0% | Unchanged |
| Sierra Capital LLC | 2,093 | $157.0K | 0.03% | −1,014−32.6% | Reduced |
| Cohen & Steers, Inc. | 2,092 | $157.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,094 | $157.0K | 0.13% | +10+0.5% | Added |
| Timber Creek Capital Management LLC | 2,105 | $158.0K | 0.05% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,100 | $158.0K | 0.06% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 2,135 | $160.0K | 0.03% | −9,252−81.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 2,135 | $160.0K | 0.03% | +2,135 | New |
| Aua Capital Management, LLC | 2,154 | $162.0K | 0.10% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,161 | $162.0K | 0.04% | +1,520+237.1% | Added |
| Baron Financial Group, LLC | 2,168 | $162.8K | 0.10% | +100+4.8% | Added |
| Aspire Private Capital, LLC | 2,193 | $165.0K | 0.06% | +73+3.4% | Added |
| Rocky Mountain Advisers, LLC | 2,267 | $170.0K | 0.21% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,323 | $174.0K | 0.02% | −4,931−68.0% | Reduced |
| IAG Wealth Partners, LLC | 2,340 | $176.0K | 0.06% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 2,172 | $177.0K | 0.06% | −970−30.9% | Reduced |
| Pin Oak Investment Advisors Inc | 2,371 | $178.0K | 0.20% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,364 | $178.0K | 0.11% | +1,202+103.4% | Added |
| GPS Wealth Strategies Group, LLC | 2,385 | $179.0K | 0.04% | −144−5.7% | Reduced |
| JJJ Advisors Inc. | 2,448 | $184.0K | 0.07% | +223+10.0% | Added |
| HBC Financial Services, PLLC | 2,254 | $184.0K | 0.12% | +17+0.8% | Added |
| Exchange Traded Concepts, LLC | 2,467 | $185.0K | 0.00% | −427−14.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,462 | $186.0K | 0.12% | −41−1.6% | Reduced |
| Marshall Wace, LLP | 2,514 | $189.0K | 0.00% | +2,514 | New |
| Evolution Wealth Advisors, LLC | 2,524 | $190.0K | 0.04% | +341+15.6% | Added |
| Coastal Capital Group, Inc. | 2,555 | $192.0K | 0.05% | −86−3.3% | Reduced |
| Altshuler Shaham Ltd | 2,531 | $194.0K | 0.00% | −4,660−64.8% | Reduced |
| Annapolis Financial Services, LLC | 2,601 | $195.0K | 0.06% | +195+8.1% | Added |
| Sage Private Wealth Group, LLC | 2,622 | $197.0K | 0.27% | +69+2.7% | Added |
| Mraz, Amerine & Associates, Inc. | 2,666 | $200.0K | 0.05% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 2,658 | $200.0K | 0.15% | +2,658 | New |
| MBM Wealth Consultants, LLC | 2,695 | $202.0K | 0.09% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 2,683 | $202.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,701 | $203.0K | 0.04% | −217−7.4% | Reduced |
| Valicenti Advisory Services Inc | 2,706 | $203.0K | 0.06% | −100−3.6% | Reduced |
| Frank, Rimerman Advisors LLC | 2,714 | $203.8K | 0.08% | +2,714 | New |
| Consolidated Planning Corp | 2,710 | $204.0K | 0.13% | −35−1.3% | Reduced |
| Hills Bank & Trust Co | 2,719 | $204.0K | 0.03% | +160+6.3% | Added |
| Meritage Portfolio Management | 2,725 | $205.0K | 0.01% | −25,088−90.2% | Reduced |
| Randolph Co Inc | 2,726 | $205.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 2,732 | $205.0K | 0.08% | 00.0% | Unchanged |
| Five Oceans Advisors | 2,730 | $205.0K | 0.24% | +2,730 | New |
| HM Capital Management, LLC | 2,741 | $206.0K | 0.09% | −289−9.5% | Reduced |
| Tradition Wealth Management, LLC | 2,746 | $206.0K | 0.03% | −123−4.3% | Reduced |
| Towerpoint Wealth, LLC | 2,739 | $206.0K | 0.10% | +12+0.4% | Added |
| Hamilton Wealth, LLC | 2,752 | $207.0K | 0.10% | −1,075−28.1% | Reduced |
| Howard Financial Services, Ltd. | 2,774 | $208.0K | 0.08% | +10.0% | Added |
| TD Capital Management LLC | 2,786 | $209.0K | 0.03% | +5+0.2% | Added |
| swisspartners Advisors Ltd | 2,790 | $210.0K | 0.15% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,713 | $210.0K | 0.10% | −5−0.2% | Reduced |
| Capital One Financial Corp | 2,801 | $210.0K | 0.03% | +2,801 | New |
| Armstrong Henry H Associates Inc | 2,795 | $210.0K | 0.02% | +2,795 | New |
| Arbor Investment Advisors, LLC | 2,813 | $211.0K | 0.04% | −131−4.4% | Reduced |
| JFG Wealth Management, LLC | 2,819 | $211.0K | 0.10% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 2,818 | $212.0K | 0.12% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,825 | $212.0K | 0.08% | +711+33.6% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 2,830 | $213.0K | 0.09% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 2,832 | $213.0K | 0.13% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,847 | $214.0K | 0.04% | +150+5.6% | Added |
| Capital Investment Services of America, Inc. | 2,868 | $215.0K | 0.02% | −200−6.5% | Reduced |
| Grant Street Asset Management, Inc. | 2,866 | $215.0K | 0.13% | +2,484+650.3% | Added |
| Financial Council Asset Management Inc | 2,862 | $215.0K | 0.30% | +2,862 | New |
| Pegasus Partners Ltd. | 2,882 | $216.0K | 0.04% | −891−23.6% | Reduced |
| Mount Vernon Associates Inc | 2,870 | $216.0K | 0.20% | 00.0% | Unchanged |
| Amarillo National Bank | 2,878 | $216.0K | 0.04% | +2,878 | New |
| Verity & Verity, LLC | 2,435 | $216.0K | 0.03% | +2,435 | New |
| Reik & Co., LLC | 2,889 | $217.0K | 0.06% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 2,900 | $217.0K | 0.02% | 00.0% | Unchanged |