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 |
|---|---|---|---|---|---|
| Bangor Savings Bank | 6,186 | $464.0K | 0.05% | −124−2.0% | Reduced |
| Summit Financial Strategies, Inc. | 6,174 | $464.0K | 0.10% | +247+4.2% | Added |
| Main Street Research LLC | 6,198 | $466.0K | 0.04% | +400+6.9% | Added |
| RMR Wealth Builders | 6,159 | $467.0K | 0.14% | −2,751−30.9% | Reduced |
| Ami Asset Management Corp | 6,222 | $467.0K | 0.02% | +44+0.7% | Added |
| Coerente Capital Management | 6,235 | $468.0K | 0.10% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 6,240 | $468.0K | 0.34% | +333+5.6% | Added |
| Chesapeake Wealth Management | 6,236 | $469.0K | 0.17% | −825−11.7% | Reduced |
| Princeton Capital Management LLC | 6,264 | $470.0K | 0.15% | +50+0.8% | Added |
| Copperwynd Financial, LLC | 6,253 | $470.0K | 0.19% | +243+4.0% | Added |
| Pennsylvania Capital Management Inc | 5,800 | $471.0K | 0.21% | −341−5.6% | Reduced |
| Evanson Asset Management, LLC | 6,096 | $471.0K | 0.05% | +13+0.2% | Added |
| Fragasso Group Inc. | 6,285 | $472.0K | 0.06% | −123−1.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 6,284 | $472.0K | 0.12% | +10+0.2% | Added |
| Old North State Trust, LLC | 6,278 | $472.0K | 0.42% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 6,298 | $473.0K | 0.08% | +30.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 6,328 | $475.0K | 0.02% | +6,328 | New |
| Paulson Wealth Management Inc. | 6,341 | $476.0K | 0.23% | −154−2.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,343 | $476.0K | 0.23% | −100−1.6% | Reduced |
| First National Bank Sioux Falls | 6,349 | $477.0K | 0.80% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 5,854 | $477.0K | 0.24% | +464+8.6% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 6,368 | $478.0K | 0.04% | −130,623−95.4% | Reduced |
| Stableford Capital II LLC | 6,114 | $479.0K | 0.24% | −6,505−51.5% | Reduced |
| Lindbrook Capital, LLC | 6,380 | $479.0K | 0.13% | −30.0% | Reduced |
| Clearview Wealth Advisors LLC | 6,401 | $481.0K | 0.30% | +544+9.3% | Added |
| Ssi Investment Management LLC | 6,402 | $482.0K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 6,411 | $482.0K | 0.37% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 6,426 | $483.0K | 0.19% | 00.0% | Unchanged |
| Transform Wealth, LLC | 6,448 | $484.0K | 0.06% | −745−10.4% | Reduced |
| Bender Robert & Associates | 6,442 | $484.0K | 0.14% | +50+0.8% | Added |
| Terry L. Blaker | 6,473 | $486.0K | 0.03% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 6,423 | $486.0K | 0.45% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 6,475 | $486.0K | 0.11% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 6,436 | $486.0K | 0.13% | +229+3.7% | Added |
| Ferris Capital, LLC | 5,789 | $486.0K | 0.10% | +5,789 | New |
| Lawson Kroeker Investment Management Inc | 6,500 | $488.0K | 0.16% | −3,500−35.0% | Reduced |
| SignalPoint Asset Management, LLC | 6,501 | $488.0K | 0.16% | −285−4.2% | Reduced |
| United Asset Strategies, Inc. | 6,500 | $488.0K | 0.06% | +50+0.8% | Added |
| Boyar Asset Management Inc. | 6,513 | $489.0K | 0.32% | +553+9.3% | Added |
| Collective Family Office LLC | 6,529 | $490.0K | 0.21% | −276−4.1% | Reduced |
| Traphagen Investment Advisors LLC | 6,553 | $492.2K | 0.09% | +11+0.2% | Added |
| Baldwin Investment Management, LLC | 6,562 | $493.0K | 0.09% | −200−3.0% | Reduced |
| SRN Advisors, LLC | 6,569 | $493.4K | 0.23% | −11,179−63.0% | Reduced |
| Barr E S & Co | 6,575 | $494.0K | 0.04% | −296−4.3% | Reduced |
| Freedom Day Solutions, LLC | 6,585 | $495.0K | 0.23% | −4,029−38.0% | Reduced |
| Concentric Wealth Management, LLC | 6,600 | $496.0K | 0.15% | −330−4.8% | Reduced |
| Continuum Advisory, LLC | 6,603 | $496.0K | 0.13% | +541+8.9% | Added |
| Gryphon Financial Partners LLC | 6,618 | $497.0K | 0.12% | −666−9.1% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,625 | $498.0K | 0.09% | −72,566−91.6% | Reduced |
| Close Asset Management Ltd | 6,629 | $498.0K | 0.02% | +990+17.6% | Added |
| Greenwich Wealth Management LLC | 6,632 | $498.0K | 0.04% | +2,077+45.6% | Added |
| Capital Advisors Inc | 6,689 | $502.0K | 0.01% | −6−0.1% | Reduced |
| Vigilant Capital Management, LLC | 6,683 | $502.0K | 0.04% | +344+5.4% | Added |
| Octavia Wealth Advisors, LLC | 6,718 | $508.0K | 0.13% | −166−2.4% | Reduced |
| Zevin Asset Management LLC | 6,762 | $508.0K | 0.10% | +56+0.8% | Added |
| Pointe Capital Management LLC | 6,765 | $508.0K | 0.35% | +1,784+35.8% | Added |
| Scharf Investments, LLC | 6,806 | $511.0K | 0.02% | +1,149+20.3% | Added |
| Analyst IMS Investment Management Services Ltd. | 6,810 | $512.0K | 0.06% | +240+3.7% | Added |
| Galvin, Gaustad & Stein, LLC | 6,841 | $514.0K | 0.05% | −184,884−96.4% | Reduced |
| IFG Advisors, LLC | 6,915 | $519.0K | 0.24% | +30+0.4% | Added |
| Smith & Howard Wealth Management, LLC | 6,931 | $521.0K | 0.25% | +42+0.6% | Added |
| 44 Wealth Management LLC | 6,979 | $524.0K | 0.20% | +2,141+44.3% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 7,000 | $526.0K | 0.25% | −648−8.5% | Reduced |
| Successful Portfolios LLC | 7,005 | $526.0K | 0.31% | −120−1.7% | Reduced |
| Woodward Diversified Capital, LLC | 7,002 | $526.0K | 0.33% | +48+0.7% | Added |
| Dillon & Associates Inc | 7,071 | $530.0K | 0.10% | −4,792−40.4% | Reduced |
| Valley Brook Capital Group | 7,070 | $531.0K | 0.53% | −100−1.4% | Reduced |
| Zhang Financial LLC | 7,089 | $532.0K | 0.12% | +3,001+73.4% | Added |
| Lake Street Financial LLC | 7,095 | $533.0K | 0.13% | +161+2.3% | Added |
| Unio Capital LLC | 7,125 | $535.0K | 0.24% | −927−11.5% | Reduced |
| Summit Financial Group Inc | 7,147 | $537.0K | 0.19% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 7,156 | $537.0K | 0.09% | +10+0.1% | Added |
| McRae Capital Management Inc | 7,172 | $539.0K | 0.12% | −263−3.5% | Reduced |
| Oxler Private Wealth LLC | 7,200 | $540.0K | 0.24% | −132−1.8% | Reduced |
| Iron Financial, LLC | 7,208 | $541.0K | 0.26% | +7,208 | New |
| Samalin Investment Counsel, LLC | 7,218 | $542.0K | 0.35% | +242+3.5% | Added |
| SkyView Investment Advisors, LLC | 7,217 | $542.0K | 0.15% | +1,022+16.5% | Added |
| Ausdal Financial Partners, Inc. | 7,230 | $543.0K | 0.08% | −43−0.6% | Reduced |
| Optimum Investment Advisors | 7,270 | $546.0K | 0.23% | −1,786−19.7% | Reduced |
| Fort Point Capital Partners LLC | 7,275 | $546.0K | 0.08% | +630+9.5% | Added |
| Trust Co of Oklahoma | 7,290 | $547.6K | 0.20% | +200+2.8% | Added |
| Systematic Financial Management LP | 7,300 | $548.0K | 0.02% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 7,292 | $548.0K | 0.20% | +6+0.1% | Added |
| Mirador Capital Partners LP | 7,301 | $548.0K | 0.12% | +85+1.2% | Added |
| Groesbeck Investment Management Corp | 7,328 | $550.0K | 0.64% | −1,191−14.0% | Reduced |
| Professional Advisory Services Inc | 7,322 | $550.0K | 0.08% | 00.0% | Unchanged |
| Bingham Osborn & Scarborough LLC | 7,330 | $551.0K | 0.04% | −1,229−14.4% | Reduced |
| King Wealth | 7,334 | $551.0K | 0.11% | +30.0% | Added |
| E Fund Management Co., Ltd. | 7,276 | $551.0K | 0.02% | +7,276 | New |
| Virtue Capital Management, LLC | 7,357 | $553.0K | 0.10% | −391−5.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 7,379 | $554.0K | 0.02% | −1,000−11.9% | Reduced |
| Staley Capital Advisers Inc | 7,409 | $556.0K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 7,405 | $556.0K | 0.08% | +105+1.4% | Added |
| Detalus Advisors, LLC | 7,421 | $557.0K | 0.28% | +62+0.8% | Added |
| Sunburst Financial Group, LLC | 7,439 | $559.0K | 0.35% | +18+0.2% | Added |
| Bessemer Securities LLC | 7,450 | $560.0K | 0.19% | 00.0% | Unchanged |
| Geller Advisors LLC | 7,388 | $560.0K | 0.12% | +512+7.4% | Added |
| Townsend Asset Management Corp | 7,471 | $561.0K | 0.30% | −249−3.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 7,470 | $561.0K | 0.00% | +1,005+15.5% | Added |
| Phoenix Wealth Advisors | 7,479 | $562.0K | 0.42% | +508+7.3% | Added |