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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Aberdeen Wealth Management LLC | 4,357 | $327.0K | 0.32% | +5+0.1% | Added |
| Harfst & Associates, Inc. | 4,379 | $328.0K | 0.09% | −66−1.5% | Reduced |
| New Vernon Investment Management LLC | 4,370 | $328.0K | 0.56% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,399 | $330.0K | 0.09% | −191−4.2% | Reduced |
| Tower Wealth Partners, Inc. | 4,411 | $331.0K | 0.35% | +1,349+44.1% | Added |
| Antonetti Capital Management LLC | 4,406 | $331.0K | 0.27% | +4,406 | New |
| Atticus Wealth Management, LLC | 4,422 | $332.0K | 0.15% | −3,479−44.0% | Reduced |
| Levin Capital Strategies, L.P. | 4,425 | $332.0K | 0.03% | −442−9.1% | Reduced |
| Cottage Street Advisors LLC | 4,386 | $332.0K | 0.22% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 4,439 | $333.0K | 0.07% | −3,892−46.7% | Reduced |
| Accurate Wealth Management, LLC | 4,355 | $333.0K | 0.29% | +363+9.1% | Added |
| UMA Financial Services, Inc. | 4,275 | $335.0K | 0.09% | +9+0.2% | Added |
| Neumann Capital Management, LLC | 4,457 | $335.0K | 0.15% | +650+17.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,480 | $336.0K | 0.07% | −292−6.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,467 | $336.0K | 0.03% | +44+1.0% | Added |
| Nicolet Bankshares Inc | 4,481 | $337.0K | 0.09% | −2,364−34.5% | Reduced |
| Bell Bank | 4,491 | $337.0K | 0.04% | −425−8.6% | Reduced |
| JGP Wealth Management, LLC | 4,489 | $337.0K | 0.07% | +5+0.1% | Added |
| Carolinas Wealth Consulting LLC | 4,457 | $338.0K | 0.08% | −1,025−18.7% | Reduced |
| Hexagon Capital Partners LLC | 4,509 | $339.0K | 0.10% | −819−15.4% | Reduced |
| BHK Investment Advisors, LLC | 4,518 | $339.0K | 0.14% | −19−0.4% | Reduced |
| Lipe & Dalton | 4,545 | $341.0K | 0.18% | 00.0% | Unchanged |
| Single Point Partners, LLC | 4,546 | $341.0K | 0.75% | +108+2.4% | Added |
| Davidson Trust Co | 4,532 | $341.0K | 0.26% | +70+1.6% | Added |
| Dumont & Blake Investment Advisors LLC | 4,540 | $341.0K | 0.10% | +95+2.1% | Added |
| Asset Management Group, Inc. | 4,559 | $342.0K | 0.07% | −112−2.4% | Reduced |
| Tsai Capital Corp | 4,571 | $343.0K | 0.30% | −350−7.1% | Reduced |
| Gagnon Securities LLC | 4,563 | $343.0K | 0.05% | −40−0.9% | Reduced |
| Pinnacle Bancorp, Inc. | 4,562 | $343.0K | 0.14% | +92+2.1% | Added |
| Hamilton Capital, LLC | 4,577 | $344.0K | 0.03% | +1,568+52.1% | Added |
| Liberty Capital Management, Inc. | 4,598 | $345.0K | 0.10% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 4,589 | $345.0K | 0.21% | +400+9.5% | Added |
| Laurel Wealth Advisors LLC | 4,613 | $346.0K | 0.08% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 4,618 | $347.0K | 0.25% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 4,621 | $347.0K | 0.26% | +563+13.9% | Added |
| Corsicana & Co. | 4,636 | $348.0K | 0.22% | −11,875−71.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 4,639 | $348.0K | 0.03% | −137−2.9% | Reduced |
| McGowan Group Asset Management, Inc. | 4,629 | $348.0K | 0.06% | +30+0.7% | Added |
| Osterweis Capital Management Inc | 4,650 | $349.0K | 0.02% | −558−10.7% | Reduced |
| 360 Financial, Inc. | 4,652 | $349.0K | 0.18% | +4+0.1% | Added |
| Onyx Bridge Wealth Group LLC | 4,530 | $349.0K | 0.13% | +1,327+41.4% | Added |
| Burt Wealth Advisors | 4,657 | $350.0K | 0.11% | +7+0.2% | Added |
| SOL Capital Management CO | 4,676 | $351.0K | 0.07% | 00.0% | Unchanged |
| Corundum Group, Inc. | 4,678 | $351.0K | 0.26% | +915+24.3% | Added |
| Sustainable Insight Capital Management, LLC | 4,695 | $353.0K | 0.23% | −503−9.7% | Reduced |
| Aveo Capital Partners, LLC | 4,699 | $353.0K | 0.07% | +58+1.2% | Added |
| Wedge Capital Management L L P | 4,709 | $354.0K | 0.00% | +25+0.5% | Added |
| Carlson Capital Management | 4,712 | $354.0K | 0.04% | +194+4.3% | Added |
| NewEdge Wealth, LLC | 4,715 | $354.0K | 0.02% | +796+20.3% | Added |
| State of Wyoming | 4,722 | $354.0K | 0.23% | +3,133+197.2% | Added |
| First Affirmative Financial Network | 4,712 | $354.0K | 0.36% | +4,712 | New |
| Magnus Financial Group LLC | 4,751 | $357.0K | 0.08% | +77+1.6% | Added |
| PDS Planning, Inc | 4,770 | $358.0K | 0.08% | −91−1.9% | Reduced |
| Greatmark Investment Partners, Inc. | 4,788 | $360.0K | 0.07% | −300−5.9% | Reduced |
| Somerset Trust Co | 4,797 | $360.0K | 0.15% | +4,797 | New |
| Westhampton Capital, LLC | 4,805 | $361.0K | 0.25% | −2,100−30.4% | Reduced |
| Ashford Capital Management Inc | 4,800 | $361.0K | 0.03% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,820 | $362.0K | 0.04% | +1,186+32.6% | Added |
| McDaniel Terry & Co | 4,833 | $363.0K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,847 | $364.0K | 0.05% | +1,045+27.5% | Added |
| United Bank | 4,866 | $365.0K | 0.05% | −193,493−97.5% | Reduced |
| Wambolt & Associates, LLC | 4,481 | $365.0K | 0.15% | −221−4.7% | Reduced |
| Monument Capital Management | 4,865 | $365.0K | 0.12% | +908+22.9% | Added |
| Cedar Brook Financial Partners, LLC | 4,874 | $366.0K | 0.11% | −204−4.0% | Reduced |
| Aspen Investment Management Inc | 4,892 | $367.0K | 0.19% | −182−3.6% | Reduced |
| Sather Financial Group Inc | 4,885 | $367.0K | 0.04% | +4,885 | New |
| Indiana Trust & Investment Management CO | 4,902 | $368.0K | 0.19% | +153+3.2% | Added |
| Cardinal Strategic Wealth Guidance | 4,907 | $369.0K | 0.19% | −244−4.7% | Reduced |
| Parisi Gray Wealth Management | 4,535 | $369.0K | 0.15% | −115−2.5% | Reduced |
| Lincoln Capital LLC | 4,912 | $369.0K | 0.10% | +4,912 | New |
| Clare Market Investments LLC | 4,918 | $369.4K | 0.11% | +446+10.0% | Added |
| Baystate Wealth Management LLC | 4,927 | $370.0K | 0.04% | +221+4.7% | Added |
| LifePro Asset Management | 4,939 | $371.0K | 0.11% | +819+19.9% | Added |
| Apella Capital, LLC | 4,947 | $372.0K | 0.05% | −1,211−19.7% | Reduced |
| Norway Savings Bank | 4,955 | $372.0K | 0.18% | −744−13.1% | Reduced |
| Financial Strategies Group, Inc. | 4,953 | $372.0K | 0.17% | −335−6.3% | Reduced |
| Northstar Asset Management Inc | 4,964 | $372.8K | 0.10% | −2,900−36.9% | Reduced |
| HGK Asset Management Inc | 4,970 | $373.0K | 0.12% | −350−6.6% | Reduced |
| Keebeck Alpha, LP | 4,972 | $373.0K | 0.11% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4,964 | $373.0K | 0.08% | 00.0% | Unchanged |
| Cambiar Investors LLC | 4,963 | $373.0K | 0.01% | +31+0.6% | Added |
| RSM US Wealth Management LLC | 4,981 | $374.0K | 0.02% | −414−7.7% | Reduced |
| Certified Advisory Corp | 4,987 | $374.0K | 0.09% | +178+3.7% | Added |
| Hunter Associates Investment Management LLC | 5,000 | $376.0K | 0.12% | −4,000−44.4% | Reduced |
| Summit Asset Management, LLC | 5,012 | $376.0K | 0.12% | +55+1.1% | Added |
| Capital Investment Counsel, Inc | 5,022 | $377.0K | 0.08% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 5,021 | $377.0K | 0.14% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 5,000 | $379.0K | 0.03% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 5,055 | $380.0K | 0.27% | −53−1.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 5,011 | $380.0K | 0.24% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 5,078 | $381.0K | 0.17% | +19+0.4% | Added |
| Roberts Glore & Co Inc | 5,070 | $381.0K | 0.12% | +50+1.0% | Added |
| First Personal Financial Services | 5,086 | $382.0K | 0.09% | 00.0% | Unchanged |
| swisspartners Ltd. | 5,090 | $382.0K | 0.30% | +5,090 | New |
| Lesa Sroufe & Co | 5,100 | $383.0K | 0.41% | 00.0% | Unchanged |
| Ramsey Quantitative Systems | 5,100 | $383.0K | 1.91% | +5,100 | New |
| Campion Asset Management LLC | 5,132 | $385.0K | 0.34% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 5,130 | $385.0K | 0.29% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,163 | $388.0K | 0.02% | +5,163 | New |
| Greenline Partners, LLC | 5,178 | $389.0K | 0.08% | 00.0% | Unchanged |