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 |
|---|---|---|---|---|---|
| Johanson Financial Advisors, Inc. | 2,893 | $217.0K | 0.07% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 2,889 | $217.0K | 0.11% | +2,889 | New |
| First American Trust, FSB | 2,898 | $218.0K | 0.03% | −100−3.3% | Reduced |
| Campbell Wealth Management | 2,915 | $219.0K | 0.03% | −6−0.2% | Reduced |
| Strategic Blueprint, LLC | 2,932 | $220.0K | 0.03% | +1,324+82.3% | Added |
| Atom Investors LP | 2,926 | $220.0K | 0.04% | +2,926 | New |
| Financial Management Professionals, Inc. | 2,937 | $221.0K | 0.05% | −98−3.2% | Reduced |
| Newport Wealth Strategies, Inc. | 2,940 | $221.0K | 0.13% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 2,939 | $221.0K | 0.10% | +425+16.9% | Added |
| Cooper/Haims Advisors, LLC | 2,956 | $222.0K | 0.13% | +133+4.7% | Added |
| Wagner Wealth Management, LLC | 2,525 | $222.0K | 0.18% | +5+0.2% | Added |
| Tru Independence Asset Management 2, LLC | 2,953 | $222.0K | 0.16% | +2,953 | New |
| BEAM Asset Management, LLC | 2,971 | $223.0K | 0.19% | +2,971 | New |
| Quad-Cities Investment Group, LLC | 2,983 | $224.0K | 0.16% | −102−3.3% | Reduced |
| Robotti Robert | 3,000 | $225.0K | 0.05% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,000 | $225.0K | 0.04% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,994 | $225.0K | 0.05% | +200+7.2% | Added |
| Castle Rock Wealth Management, LLC | 2,721 | $225.0K | 0.08% | +2,721 | New |
| Future Financial Wealth Managment LLC | 2,906 | $226.0K | 0.23% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 3,023 | $227.0K | 0.15% | −107−3.4% | Reduced |
| Osborne Partners Capital Management, LLC | 3,020 | $227.0K | 0.02% | +407+15.6% | Added |
| Security National Bank of Sioux City Iowa | 3,038 | $228.0K | 0.18% | +3,038 | New |
| TruWealth Advisors, LLC | 3,048 | $229.0K | 0.03% | +100+3.4% | Added |
| Stonehearth Capital Management, LLC | 3,065 | $230.0K | 0.12% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 3,041 | $230.0K | 0.05% | +300+10.9% | Added |
| Column Capital Advisors, LLC | 3,080 | $231.0K | 0.05% | −34−1.1% | Reduced |
| QP Wealth Management, LLC | 3,081 | $231.0K | 0.25% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 3,074 | $231.0K | 0.08% | 00.0% | Unchanged |
| Petix & Botte Co | 3,064 | $231.0K | 0.08% | +3,064 | New |
| Cohen Lawrence B | 3,090 | $232.0K | 0.12% | −470−13.2% | Reduced |
| Sound Income Strategies, LLC | 3,092 | $232.0K | 0.03% | −152−4.7% | Reduced |
| M. Kulyk & Associates, LLC | 3,090 | $232.0K | 0.07% | +359+13.1% | Added |
| Stony Point Wealth Management Inc. | 3,099 | $233.0K | 0.14% | +160+5.4% | Added |
| Kowal Investment Group, LLC | 3,119 | $234.0K | 0.07% | −357−10.3% | Reduced |
| Tradewinds Capital Management, LLC | 3,116 | $234.0K | 0.04% | −84−2.6% | Reduced |
| Cooper Financial Group | 3,118 | $234.0K | 0.05% | +79+2.6% | Added |
| White Lighthouse Investment Management Inc. | 3,144 | $236.0K | 0.06% | 00.0% | Unchanged |
| First United Bank Trust | 3,137 | $236.0K | 0.10% | +58+1.9% | Added |
| Guild Investment Management, Inc. | 3,132 | $237.0K | 0.23% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 3,173 | $238.0K | 0.17% | −17−0.5% | Reduced |
| Goepper Burkhardt LLC | 3,173 | $238.0K | 0.15% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 3,169 | $238.0K | 0.02% | +3,169 | New |
| NFP Retirement, Inc. | 3,174 | $238.4K | 0.10% | +8+0.3% | Added |
| Chickasaw Capital Management LLC | 3,183 | $239.0K | 0.01% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,181 | $239.0K | 0.00% | +3,181 | New |
| Berkeley Capital Partners, LLC | 3,176 | $239.0K | 0.11% | +3,176 | New |
| FFT Wealth Management LLC | 3,206 | $241.0K | 0.02% | +36+1.1% | Added |
| N.E.W. Advisory Services LLC | 3,209 | $241.0K | 0.04% | +597+22.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 3,223 | $242.0K | 0.12% | 00.0% | Unchanged |
| Capital City Trust Co | 3,239 | $243.0K | 0.08% | −436−11.9% | Reduced |
| Oarsman Capital, Inc. | 3,237 | $243.0K | 0.10% | 00.0% | Unchanged |
| Well Done, LLC | 3,246 | $244.0K | 0.05% | −262−7.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,244 | $244.0K | 0.15% | −187−5.5% | Reduced |
| Montis Financial, LLC | 2,949 | $245.0K | 0.21% | −1,973−40.1% | Reduced |
| Tortoise Investment Management, LLC | 3,256 | $245.0K | 0.05% | −45−1.4% | Reduced |
| Soltis Investment Advisors LLC | 3,270 | $246.0K | 0.04% | +46+1.4% | Added |
| Perritt Capital Management Inc | 3,302 | $248.0K | 0.14% | +300+10.0% | Added |
| Bowen Hanes & Co Inc | 3,309 | $249.0K | 0.01% | −40−1.2% | Reduced |
| Vantage Consulting Group Inc | 3,319 | $249.0K | 0.05% | +333+11.2% | Added |
| Taylor Wealth Management Partners | 3,314 | $249.0K | 0.09% | +3,314 | New |
| Northwest Quadrant Wealth Management, LLC | 3,333 | $250.0K | 0.07% | +10+0.3% | Added |
| Sara-Bay Financial | 3,347 | $251.0K | 0.10% | 00.0% | Unchanged |
| Financial Advisors, LLC | 3,347 | $251.0K | 0.08% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,346 | $251.0K | 0.21% | +42+1.3% | Added |
| Corrigan Financial, Inc. | 3,356 | $252.1K | 0.08% | −22−0.7% | Reduced |
| One Charles Private Wealth Services, LLC | 3,387 | $254.0K | 0.15% | +3+0.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,380 | $254.0K | 0.03% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 3,394 | $255.0K | 0.10% | −176−4.9% | Reduced |
| Next Capital Management LLC | 3,412 | $256.0K | 0.19% | −100−2.8% | Reduced |
| Bluesphere Advisors, LLC | 3,404 | $256.0K | 0.25% | +371+12.2% | Added |
| Mayfair Advisory Group, LLC | 3,075 | $256.0K | 0.39% | +250+8.8% | Added |
| Archetype Wealth Partners | 3,416 | $257.0K | 0.09% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,419 | $257.0K | 0.12% | +25+0.7% | Added |
| Hamilton Point Investment Advisors, LLC | 3,390 | $257.0K | 0.07% | +332+10.9% | Added |
| Kinloch Capital, LLC | 3,441 | $258.0K | 0.18% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 3,434 | $258.0K | 0.04% | +51+1.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,443 | $259.0K | 0.10% | −4,515−56.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 3,444 | $259.0K | 0.03% | 00.0% | Unchanged |
| Brooktree Capital Management | 3,446 | $259.0K | 0.17% | −10.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 3,443 | $259.0K | 0.08% | 00.0% | Unchanged |
| Executive Wealth Management, LLC | 3,469 | $260.0K | 0.03% | −143−4.0% | Reduced |
| American Trust Investment Advisors, LLC | 3,463 | $260.0K | 0.15% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,477 | $261.0K | 0.11% | −3,279−48.5% | Reduced |
| Archford Capital Strategies, LLC | 3,481 | $261.0K | 0.06% | −517−12.9% | Reduced |
| Benin Management CORP | 3,473 | $261.0K | 0.08% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 3,470 | $261.0K | 0.05% | 00.0% | Unchanged |
| Titus Wealth Management | 3,470 | $261.0K | 0.14% | +761+28.1% | Added |
| American Institute for Advanced Investment Management, LLP | 3,491 | $262.0K | 0.19% | −276−7.3% | Reduced |
| Bellecapital International Ltd. | 3,490 | $262.0K | 0.08% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,487 | $262.0K | 0.10% | +414+13.5% | Added |
| Delta Financial Advisors LLC | 3,504 | $263.0K | 0.12% | −100−2.8% | Reduced |
| Praetorian Wealth Management, Inc. | 3,508 | $263.0K | 0.09% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,478 | $263.0K | 0.05% | +3,478 | New |
| Cairn Investment Group, Inc. | 3,525 | $264.0K | 0.20% | −102−2.8% | Reduced |
| Bank of Stockton | 3,520 | $264.0K | 0.08% | −12−0.3% | Reduced |
| Citizens & Northern Corp | 3,510 | $264.0K | 0.10% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,528 | $264.0K | 0.10% | +46+1.3% | Added |
| Hayden Royal, LLC | 3,501 | $265.0K | 0.43% | −50,993−93.6% | Reduced |
| Horizon Investment Services, LLC | 3,529 | $265.0K | 0.13% | −5−0.1% | Reduced |
| McIlrath & Eck, LLC | 3,529 | $265.0K | 0.08% | 00.0% | Unchanged |