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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 5,179 | $389.0K | 0.08% | +61+1.2% | Added |
| Ironwood Financial, llc | 5,180 | $389.0K | 0.11% | +124+2.5% | Added |
| Perennial Investment Advisors, LLC | 5,149 | $389.0K | 0.14% | +160+3.2% | Added |
| Acima Private Wealth, LLC | 5,198 | $390.0K | 0.18% | 00.0% | Unchanged |
| Annandale Capital, LLC | 5,191 | $390.0K | 0.23% | 00.0% | Unchanged |
| MBA Advisors LLC | 5,194 | $390.0K | 0.29% | +5+0.1% | Added |
| BFT Financial Group, LLC | 5,212 | $391.0K | 0.07% | −285−5.2% | Reduced |
| Sigma Investment Counselors Inc | 5,225 | $392.0K | 0.03% | +35+0.7% | Added |
| Baker Avenue Asset Management, LP | 5,223 | $392.0K | 0.02% | +5,223 | New |
| Strong Tower Advisory Services | 4,967 | $392.0K | 0.23% | +4,967 | New |
| Clarus Group, Inc. | 5,233 | $393.0K | 0.27% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6,198 | $394.0K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 5,252 | $394.0K | 0.05% | +221+4.4% | Added |
| CFS Investment Advisory Services, LLC | 5,252 | $395.0K | 0.05% | +5,252 | New |
| Shilanski & Associates, Inc. | 5,273 | $396.0K | 0.18% | +346+7.0% | Added |
| JSF Financial, LLC | 5,273 | $396.0K | 0.20% | +5,273 | New |
| Delta Investment Management, LLC | 5,292 | $397.0K | 0.12% | −127−2.3% | Reduced |
| CSM Advisors, LLC | 5,288 | $397.0K | 0.03% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 5,288 | $397.0K | 0.07% | 00.0% | Unchanged |
| Old Port Advisors | 4,930 | $398.0K | 0.14% | −396−7.4% | Reduced |
| Bath Savings Trust Co | 5,291 | $398.0K | 0.05% | +350+7.1% | Added |
| Moser Wealth Advisors, LLC | 5,315 | $399.0K | 0.26% | −800−13.1% | Reduced |
| Acorn Wealth Advisors, LLC | 5,313 | $399.0K | 0.28% | +18+0.3% | Added |
| Heron Financial Group, LLC | 5,327 | $400.0K | 0.22% | −30−0.6% | Reduced |
| Johnson Financial Group, LLC | 5,349 | $401.0K | 0.08% | −1,580−22.8% | Reduced |
| Oxford Financial Group Ltd | 5,358 | $402.0K | 0.05% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 5,350 | $402.0K | 0.36% | 00.0% | Unchanged |
| GQG Partners LLC | 5,362 | $403.0K | 0.00% | −1,825−25.4% | Reduced |
| Armbruster Capital Management, Inc. | 5,370 | $403.0K | 0.12% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 5,376 | $404.0K | 0.11% | −187−3.4% | Reduced |
| Garrison Point Advisors, LLC | 5,381 | $404.0K | 0.29% | +10.0% | Added |
| B&D White Capital Company, LLC | 5,396 | $405.0K | 0.16% | −798,944−99.3% | Reduced |
| InterOcean Capital Group, LLC | 5,396 | $405.0K | 0.02% | −281−4.9% | Reduced |
| Marshall Financial Group LLC | 5,406 | $406.0K | 0.21% | −412−7.1% | Reduced |
| PSI Advisors, LLC | 5,414 | $407.0K | 0.19% | −114−2.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 5,431 | $408.0K | 0.16% | −7,410−57.7% | Reduced |
| O'Brien Greene & Co. Inc | 5,435 | $408.0K | 0.15% | −10−0.2% | Reduced |
| Constitution Capital LLC | 5,450 | $409.0K | 0.25% | −1,400−20.4% | Reduced |
| TSFG, LLC | 5,473 | $411.0K | 0.16% | +251+4.8% | Added |
| Old Mission Investment Co LLC | 5,485 | $412.0K | 0.17% | +75+1.4% | Added |
| Tiedemann Advisors, LLC | 5,441 | $412.0K | 0.02% | −19,576−78.3% | Reduced |
| Mountain Pacific Investment Advisers Inc | 5,485 | $412.0K | 0.03% | +11+0.2% | Added |
| Regal Wealth Group, Inc. | 5,494 | $413.0K | 0.25% | +10.0% | Added |
| Ellenbecker Investment Group | 5,509 | $413.0K | 0.13% | +19+0.3% | Added |
| Butensky & Cohen Financial Security, Inc | 5,500 | $413.0K | 0.16% | +5,500 | New |
| Waycross Partners, LLC | 5,500 | $413.0K | 0.26% | +5,500 | New |
| New World Advisors LLC | 5,100 | $414.0K | 0.19% | −5,192−50.4% | Reduced |
| Verus Financial Partners, Inc. | 5,410 | $417.0K | 0.06% | +20.0% | Added |
| Tarbox Family Office, Inc. | 5,572 | $419.0K | 0.08% | −30−0.5% | Reduced |
| Perkins Coie Trust Co | 5,604 | $421.0K | 0.13% | −540−8.8% | Reduced |
| Private Ocean, LLC | 5,601 | $421.0K | 0.05% | +416+8.0% | Added |
| Toews Corp | 5,600 | $421.0K | 0.05% | +5,600 | New |
| Meridian Investment Counsel Inc. | 5,625 | $422.0K | 0.15% | 00.0% | Unchanged |
| MEMBERS Trust Co | 5,639 | $423.0K | 0.01% | +331+6.2% | Added |
| Carl P. Sherr & Co., LLC | 5,669 | $426.0K | 0.34% | −431−7.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,693 | $427.0K | 0.04% | +383+7.2% | Added |
| Sittner & Nelson, LLC | 5,706 | $429.0K | 0.28% | +550+10.7% | Added |
| Farmers Trust Co | 5,306 | $432.0K | 0.10% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 5,749 | $432.0K | 0.22% | +2,152+59.8% | Added |
| DHJJ Financial Advisors, Ltd. | 5,782 | $434.0K | 0.22% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 5,635 | $434.0K | 0.23% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,806 | $436.0K | 0.29% | +988+20.5% | Added |
| Canton Hathaway, LLC | 5,820 | $437.0K | 0.13% | +520+9.8% | Added |
| Qtron Investments LLC | 5,832 | $438.0K | 0.12% | −2,981−33.8% | Reduced |
| Sanders Morris Harris LLC | 5,544 | $442.0K | 0.08% | −16,000−74.3% | Reduced |
| JT Stratford LLC | 5,887 | $442.0K | 0.14% | −89−1.5% | Reduced |
| Gratus Capital LLC | 5,885 | $442.0K | 0.05% | +37+0.6% | Added |
| Cohen Investment Advisors LLC | 5,885 | $442.0K | 0.34% | +44+0.8% | Added |
| J. L. Bainbridge & Co., Inc. | 5,904 | $443.0K | 0.05% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 5,894 | $443.0K | 0.28% | +46+0.8% | Added |
| Lineweaver Wealth Advisors, LLC | 5,936 | $445.0K | 0.14% | +1,192+25.1% | Added |
| Hoey Investments, Inc | 5,949 | $447.0K | 0.14% | −33−0.6% | Reduced |
| Cortland Associates Inc | 5,954 | $447.0K | 0.05% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 5,962 | $448.0K | 0.07% | −249−4.0% | Reduced |
| Hollencrest Capital Management | 5,972 | $448.0K | 0.04% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 5,967 | $448.0K | 0.13% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 5,967 | $448.0K | 0.08% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5,965 | $448.0K | 0.15% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 5,973 | $449.0K | 0.10% | −171−2.8% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 6,000 | $450.7K | 0.05% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 6,012 | $452.0K | 0.07% | −201−3.2% | Reduced |
| MONECO Advisors, LLC | 6,026 | $453.0K | 0.18% | +1,291+27.3% | Added |
| Liontrust Investment Partners LLP | 6,040 | $453.7K | 0.01% | +6,040 | New |
| Condor Capital Management | 6,038 | $454.0K | 0.05% | −54−0.9% | Reduced |
| Qci Asset Management Inc | 6,042 | $454.0K | 0.03% | +10+0.2% | Added |
| Advisors Preferred, LLC | 5,578 | $454.0K | 0.06% | +47+0.8% | Added |
| Leonteq Securities AG | 6,056 | $454.9K | 0.02% | −16,366−73.0% | Reduced |
| CVA Family Office, LLC | 5,491 | $455.0K | 0.33% | −1,888−25.6% | Reduced |
| Addison Capital Co | 6,064 | $455.0K | 0.21% | −150−2.4% | Reduced |
| First Dallas Securities Inc. | 6,076 | $456.0K | 0.31% | −11,321−65.1% | Reduced |
| Rice Hall James & Associates, LLC | 6,084 | $457.0K | 0.02% | −428−6.6% | Reduced |
| MJP Associates Inc | 6,104 | $458.0K | 0.16% | +119+2.0% | Added |
| Winthrop Advisory Group LLC | 6,052 | $458.0K | 0.10% | +226+3.9% | Added |
| Asset Management Corp | 6,125 | $460.0K | 0.29% | −325−5.0% | Reduced |
| Legacy Advisors, LLC | 6,128 | $460.0K | 0.18% | +341+5.9% | Added |
| Curtis Advisory Group, LLC | 6,133 | $461.0K | 0.17% | −267−4.2% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,151 | $462.0K | 0.11% | −490−7.4% | Reduced |
| Alera Investment Advisors, LLC | 6,168 | $463.0K | 0.14% | +10.0% | Added |
| RB Capital Management, LLC | 6,162 | $463.0K | 0.17% | +35+0.6% | Added |
| Holistic Financial Partners | 6,159 | $463.0K | 0.29% | +520+9.2% | Added |