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 |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 3,535 | $266.0K | 0.16% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 3,558 | $267.2K | 0.24% | −270−7.1% | Reduced |
| Vishria Bird Financial Group, LLC | 3,573 | $268.0K | 0.14% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,578 | $268.0K | 0.06% | +3,578 | New |
| Cannon Financial Strategists, Inc. | 3,574 | $268.4K | 0.10% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 3,586 | $269.0K | 0.14% | −104−2.8% | Reduced |
| Cumberland Advisors Inc | 3,585 | $269.0K | 0.06% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 3,584 | $269.0K | 0.02% | +56+1.6% | Added |
| Rock Creek Group, LP | 3,593 | $270.0K | 0.05% | −2,068−36.5% | Reduced |
| Somerset Group LLC | 3,613 | $271.0K | 0.20% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,622 | $272.0K | 0.15% | +9+0.2% | Added |
| Bogart Wealth, LLC | 3,640 | $273.0K | 0.03% | −414−10.2% | Reduced |
| Ironwood Investment Management LLC | 3,671 | $276.0K | 0.14% | −200−5.2% | Reduced |
| Investment Advisory Services Inc | 3,670 | $276.0K | 0.17% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,677 | $276.0K | 0.22% | +67+1.9% | Added |
| JB Capital LLC | 3,675 | $276.0K | 0.04% | +3,675 | New |
| Gemmer Asset Management LLC | 3,693 | $277.0K | 0.04% | +3+0.1% | Added |
| South Street Advisors LLC | 3,700 | $278.0K | 0.05% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 3,719 | $279.0K | 0.21% | −183−4.7% | Reduced |
| Seizert Capital Partners, LLC | 3,720 | $279.0K | 0.01% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 3,716 | $279.0K | 0.15% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 3,711 | $279.0K | 0.16% | 00.0% | Unchanged |
| Diversified, LLC | 3,718 | $279.0K | 0.15% | +14+0.4% | Added |
| High Falls Advisors, Inc | 3,710 | $279.0K | 0.08% | +188+5.3% | Added |
| Wealth Advisors of Iowa, LLC | 3,714 | $279.0K | 0.15% | +3,714 | New |
| Orion Capital Management LLC | 3,730 | $280.0K | 0.17% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,760 | $282.0K | 0.08% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,762 | $283.0K | 0.05% | −100−2.6% | Reduced |
| Financial Partners Group, Inc | 3,773 | $283.0K | 0.07% | −67−1.7% | Reduced |
| Rice Partnership, LLC | 3,771 | $283.0K | 0.09% | −55−1.4% | Reduced |
| Aaron Wealth Advisors | 3,784 | $284.0K | 0.08% | +519+15.9% | Added |
| Opal Wealth Advisors, LLC | 3,796 | $285.0K | 0.27% | −1,823−32.4% | Reduced |
| Jackson Square Capital, LLC | 3,810 | $286.0K | 0.09% | +946+33.0% | Added |
| Kozak & Associates, Inc. | 3,413 | $286.0K | 0.17% | +3,413 | New |
| Aldebaran Financial Inc. | 3,832 | $288.0K | 0.25% | −315−7.6% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3,834 | $288.0K | 0.02% | −234−5.8% | Reduced |
| Omnia Family Wealth, LLC | 3,803 | $288.0K | 0.20% | −62−1.6% | Reduced |
| Selective Wealth Management, Inc. | 3,841 | $288.0K | 0.15% | +1,224+46.8% | Added |
| Bridgecreek Investment Management, LLC | 3,850 | $289.0K | 0.04% | 00.0% | Unchanged |
| First National Bank of South Miami | 3,843 | $289.0K | 0.19% | +448+13.2% | Added |
| Dempze Nancy E | 3,870 | $291.0K | 0.23% | −150−3.7% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,878 | $291.0K | 0.00% | +10+0.3% | Added |
| Page Arthur B | 3,886 | $292.0K | 0.22% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 3,903 | $293.0K | 0.03% | −6−0.2% | Reduced |
| Spectrum Management Group, LLC | 3,900 | $293.0K | 0.05% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 3,900 | $293.0K | 0.16% | +1,000+34.5% | Added |
| Fermata Advisors, LLC | 3,923 | $295.0K | 0.13% | −170−4.2% | Reduced |
| S&T Bank | 3,924 | $295.0K | 0.05% | −30−0.8% | Reduced |
| McLean Asset Management Corp | 3,600 | $296.0K | 0.11% | +678+23.2% | Added |
| Smith Shellnut Wilson LLC | 3,939 | $296.0K | 0.17% | +1,252+46.6% | Added |
| Monticello Wealth Management, LLC | 3,957 | $297.0K | 0.03% | −2,842−41.8% | Reduced |
| Taurus Asset Management, LLC | 3,953 | $297.0K | 0.03% | 00.0% | Unchanged |
| Gould Asset Management LLC | 3,965 | $298.0K | 0.09% | −18,541−82.4% | Reduced |
| Cardan Capital Partners, LLC | 3,962 | $298.0K | 0.03% | +222+5.9% | Added |
| Wealth Quarterback LLC | 33,711 | $299.0K | 0.20% | +29,321+667.9% | Added |
| Powell Investment Advisors, LLC | 3,950 | $299.0K | 0.18% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,993 | $300.0K | 0.19% | 00.0% | Unchanged |
| Ballast Advisors LLC | 4,002 | $301.0K | 0.13% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,024 | $302.0K | 0.24% | +320+8.6% | Added |
| Atlas Capital Advisors LLC | 4,057 | $304.7K | 0.05% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 3,436 | $305.0K | 0.20% | +3,436 | New |
| Eagle Ridge Investment Management | 4,079 | $306.0K | 0.03% | −619−13.2% | Reduced |
| Legacy Wealth Planning, LLC | 4,068 | $306.0K | 0.34% | −200−4.7% | Reduced |
| First Citizens Financial Corp | 4,068 | $306.0K | 0.24% | −25−0.6% | Reduced |
| Texas Capital Bancshares Inc | 4,071 | $306.0K | 0.21% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 4,073 | $306.0K | 0.08% | 00.0% | Unchanged |
| Center For Asset Management LLC | 4,076 | $306.0K | 0.26% | +145+3.7% | Added |
| X-Square Capital, LLC | 4,079 | $306.0K | 0.16% | +420+11.5% | Added |
| Financial Engines Advisors L.L.C. | 4,056 | $307.0K | 0.00% | −822−16.9% | Reduced |
| Wealth Management Partners, LLC | 4,083 | $307.0K | 0.23% | +20.0% | Added |
| Foundations Investment Advisors, LLC | 3,759 | $307.0K | 0.01% | +3,759 | New |
| Highlander Capital Management, LLC | 3,832 | $308.0K | 0.16% | 00.0% | Unchanged |
| New England Investment & Retirement Group, Inc. | 4,106 | $308.0K | 0.07% | +393+10.6% | Added |
| McAdam, LLC | 4,147 | $311.0K | 0.03% | −231−5.3% | Reduced |
| Prentiss Smith & Co Inc | 4,147 | $311.0K | 0.16% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,143 | $311.0K | 0.14% | +810+24.3% | Added |
| Northwest Investment Counselors, LLC | 4,134 | $311.0K | 0.09% | +1,127+37.5% | Added |
| First National Bank | 4,185 | $314.0K | 0.30% | +4,185 | New |
| Peak Planning Group, LLC | 4,182 | $314.1K | 0.27% | +4,182 | New |
| Truepoint, Inc. | 4,189 | $315.0K | 0.02% | −466−10.0% | Reduced |
| Kidder Stephen W | 4,175 | $315.0K | 0.10% | −214−4.9% | Reduced |
| Howard Wealth Management, LLC | 4,196 | $315.0K | 0.18% | −19−0.5% | Reduced |
| Capital Financial Services, LLC | 4,200 | $315.0K | 0.39% | +275+7.0% | Added |
| Green Square Capital Advisors LLC | 4,191 | $315.0K | 0.07% | +1,088+35.1% | Added |
| Family Management Corp | 4,213 | $316.0K | 0.09% | −6,362−60.2% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 4,235 | $318.0K | 0.12% | −3,091−42.2% | Reduced |
| Affinity Capital Advisors, LLC | 4,235 | $318.0K | 0.11% | −2,078−32.9% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,251 | $319.0K | 0.09% | −365−7.9% | Reduced |
| Johnson Bixby & Associates, LLC | 4,260 | $320.0K | 0.09% | −95−2.2% | Reduced |
| CMG Global Holdings, LLC | 4,262 | $320.0K | 0.24% | −13−0.3% | Reduced |
| Austin Private Wealth, LLC | 4,274 | $321.0K | 0.07% | +200+4.9% | Added |
| Alethea Capital Management, LLC | 4,300 | $323.0K | 0.28% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 4,290 | $323.0K | 0.19% | +1,713+66.5% | Added |
| Fortis Advisors, LLC | 4,319 | $324.0K | 0.20% | +236+5.8% | Added |
| Boothbay Fund Management, LLC | 4,331 | $325.0K | 0.01% | −28,572−86.8% | Reduced |
| Grandview Asset Management LLC | 4,327 | $325.0K | 0.33% | +67+1.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,322 | $325.0K | 0.05% | +76+1.8% | Added |
| Peddock Capital Advisors, LLC | 4,334 | $326.0K | 0.12% | −3,901−47.4% | Reduced |
| Crew Capital Management, Ltd. | 4,345 | $326.0K | 0.30% | 00.0% | Unchanged |
| Firestone Capital Management | 4,193 | $326.0K | 0.11% | 00.0% | Unchanged |