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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 7,921 | $666.0K | 0.06% | +907+12.9% | Added |
| Axiom Investment Management LLC | 8,854 | $667.0K | 0.67% | +4,293+94.1% | Added |
| Factorial Partners, LLC | 8,900 | $668.0K | 0.45% | −13,800−60.8% | Reduced |
| Field & Main Bank | 8,895 | $668.0K | 0.44% | −340−3.7% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 8,898 | $668.0K | 0.32% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 8,920 | $670.0K | 0.04% | −336−3.6% | Reduced |
| Old Second National Bank of Aurora | 8,926 | $670.0K | 0.18% | −180−2.0% | Reduced |
| Private Portfolio Partners LLC | 8,926 | $670.4K | 0.19% | +2,989+50.3% | Added |
| SOA Wealth Advisors, LLC. | 9,003 | $676.0K | 0.17% | +53+0.6% | Added |
| Summit X, LLC | 8,934 | $676.0K | 0.17% | +135+1.5% | Added |
| Jump Financial, LLC | 9,000 | $676.0K | 0.05% | +947+11.8% | Added |
| Congress Park Capital LLC | 9,030 | $678.0K | 0.35% | −99−1.1% | Reduced |
| River Wealth Advisors LLC | 9,023 | $678.0K | 0.12% | +627+7.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 9,020 | $678.0K | 0.18% | +909+11.2% | Added |
| New Jersey Better Educational Savings Trust | 9,068 | $681.0K | 1.35% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 9,084 | $682.0K | 0.09% | −15,354−62.8% | Reduced |
| Domani Wealth, LLC | 9,085 | $682.0K | 0.14% | −110−1.2% | Reduced |
| LBMC Investment Advisors, LLC | 2,264 | $682.0K | 0.06% | −6,815−75.1% | Reduced |
| Broderick Brian C | 9,083 | $683.0K | 0.18% | −267−2.9% | Reduced |
| Lebenthal Global Advisors, LLC | 9,172 | $688.0K | 0.43% | +1,578+20.8% | Added |
| Sonata Capital Group Inc | 9,225 | $693.0K | 0.31% | −1,191−11.4% | Reduced |
| Tectonic Advisors LLC | 9,237 | $694.0K | 0.14% | −417−4.3% | Reduced |
| RNC Capital Management LLC | 9,243 | $694.0K | 0.04% | −351−3.7% | Reduced |
| Institute for Wealth Management, LLC. | 9,244 | $694.0K | 0.12% | −250−2.6% | Reduced |
| 55I, LLC | 9,255 | $695.0K | 0.02% | +5,665+157.8% | Added |
| MTM Investment Management, LLC | 9,262 | $696.0K | 0.38% | −2,107−18.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 9,260 | $696.0K | 0.14% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 8,525 | $703.0K | 0.49% | +300+3.6% | Added |
| OmniStar Financial Group, Inc. | 9,361 | $703.0K | 0.83% | +9,361 | New |
| TLWM | 9,385 | $704.0K | 0.27% | +373+4.1% | Added |
| Greenwood Capital Associates LLC | 9,373 | $704.0K | 0.11% | +9,373 | New |
| Ramiah Investment Group | 9,374 | $704.1K | 0.50% | −31−0.3% | Reduced |
| Markston International LLC | 9,383 | $705.0K | 0.66% | −443−4.5% | Reduced |
| Capula Management Ltd | 9,400 | $706.0K | 0.05% | −312−3.2% | Reduced |
| MCF Advisors LLC | 9,439 | $709.0K | 0.07% | +641+7.3% | Added |
| Mathes Company, Inc. | 9,455 | $710.0K | 0.26% | 00.0% | Unchanged |
| Stonnington Group, LLC | 8,830 | $712.0K | 0.16% | −2,715−23.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 9,486 | $712.0K | 0.17% | −40−0.4% | Reduced |
| Leisure Capital Management | 9,520 | $715.0K | 0.38% | −253−2.6% | Reduced |
| Renasant Bank | 9,537 | $716.0K | 0.57% | −13−0.1% | Reduced |
| Tempus Wealth Planning, LLC | 9,537 | $716.0K | 0.41% | 00.0% | Unchanged |
| M. Kraus & Co | 9,572 | $719.0K | 0.26% | +29+0.3% | Added |
| David Loasby | 9,590 | $720.0K | 0.09% | +137+1.4% | Added |
| Vista Investment Management | 9,594 | $721.0K | 0.42% | +426+4.6% | Added |
| First Pacific Financial | 9,601 | $721.0K | 0.38% | +795+9.0% | Added |
| KC Investment Advisors, LLC | 9,637 | $724.0K | 0.58% | +180+1.9% | Added |
| Monetary Management Group Inc | 9,654 | $725.0K | 0.20% | +300+3.2% | Added |
| Calton & Associates, Inc. | 9,677 | $726.0K | 0.16% | −1,615−14.3% | Reduced |
| Papp L Roy & Associates | 9,660 | $726.0K | 0.09% | −399−4.0% | Reduced |
| Garner Asset Management Corp | 9,672 | $727.0K | 0.34% | +41+0.4% | Added |
| FourThought Financial, LLC | 9,709 | $729.0K | 0.10% | −194−2.0% | Reduced |
| Seascape Capital Management | 9,714 | $730.0K | 0.37% | +2,168+28.7% | Added |
| AlphaCentric Advisors LLC | 9,750 | $732.0K | 0.19% | −2,250−18.8% | Reduced |
| Michael B. Yongue | 9,746 | $732.0K | 0.54% | −186−1.9% | Reduced |
| HHM Wealth Advisors, LLC | 9,751 | $732.0K | 0.20% | −89−0.9% | Reduced |
| Charles Schwab Trust Co | 9,759 | $733.0K | 0.14% | −486−4.7% | Reduced |
| Sargent Investment Group, LLC | 9,788 | $735.0K | 0.18% | +60+0.6% | Added |
| Demars Financial Group, LLC | 9,846 | $740.0K | 0.44% | +3,659+59.1% | Added |
| Acropolis Investment Management, LLC | 9,886 | $742.0K | 0.09% | +1,026+11.6% | Added |
| Berkeley, Inc | 9,917 | $744.8K | 0.55% | +443+4.7% | Added |
| Fruth Investment Management | 9,987 | $750.0K | 0.23% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 10,006 | $752.0K | 0.36% | −2,085−17.2% | Reduced |
| Hall Capital Management Co Inc | 10,023 | $753.0K | 0.48% | −78−0.8% | Reduced |
| WNY Asset Management, LLC | 10,052 | $754.0K | 0.26% | +1,030+11.4% | Added |
| Fulton Breakefield Broenniman LLC | 10,072 | $757.0K | 0.06% | −600−5.6% | Reduced |
| True Link Financial Advisors, LLC | 1,332 | $757.0K | 0.10% | −200−13.1% | Reduced |
| Bassett Hargrove Investment Counsel, LLC | 9,748 | $758.0K | 1.13% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 10,161 | $763.0K | 0.02% | +135+1.3% | Added |
| Signet Financial Management, LLC | 10,158 | $763.0K | 0.13% | +375+3.8% | Added |
| Highland Private Wealth Management | 10,198 | $766.0K | 0.11% | +29+0.3% | Added |
| CWA Asset Management Group, LLC | 10,215 | $767.0K | 0.06% | −72,940−87.7% | Reduced |
| Amica Retiree Medical Trust | 10,230 | $768.0K | 0.69% | −7,871−43.5% | Reduced |
| Windsor Group LTD | 9,440 | $768.0K | 0.16% | −288−3.0% | Reduced |
| Private Capital Group, LLC | 10,139 | $768.0K | 0.17% | +1,194+13.3% | Added |
| Credential Qtrade Securities Inc. | 10,231 | $768.5K | 0.06% | +1,490+17.0% | Added |
| Merit Financial Group, LLC | 10,273 | $772.0K | 0.08% | +207+2.1% | Added |
| First Financial Corp | 10,295 | $773.0K | 0.51% | −253−2.4% | Reduced |
| First Mercantile Trust Co | 10,287 | $773.0K | 0.10% | −169−1.6% | Reduced |
| Pioneer Trust Bank N A | 10,319 | $775.0K | 0.22% | −849−7.6% | Reduced |
| Exencial Wealth Advisors, LLC | 10,334 | $776.0K | 0.03% | −2,655−20.4% | Reduced |
| Investors Financial Group, LLC | 10,345 | $777.0K | 0.41% | +8+0.1% | Added |
| Sage Rhino Capital LLC | 10,353 | $778.0K | 0.24% | +63+0.6% | Added |
| KG&L Capital Management,LLC | 10,391 | $780.0K | 0.34% | −1,292−11.1% | Reduced |
| Adirondack Trust Co | 8,858 | $780.0K | 0.37% | −85−1.0% | Reduced |
| Oak Grove Capital LLC | 10,400 | $781.0K | 0.17% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 10,401 | $781.0K | 0.45% | +109+1.1% | Added |
| Coastal Bridge Advisors, LLC | 10,407 | $782.0K | 0.18% | +99+1.0% | Added |
| Independent Solutions Wealth Management, LLC | 10,425 | $783.0K | 0.19% | +1,675+19.1% | Added |
| Argent Capital Management LLC | 10,440 | $784.0K | 0.02% | −478−4.4% | Reduced |
| First Washington CORP | 10,482 | $787.0K | 0.29% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 10,510 | $789.0K | 1.32% | −521−4.7% | Reduced |
| Mizuho Securities Co. Ltd. | 10,500 | $789.0K | 0.23% | +10,398+10,194.1% | Added |
| Lederer & Associates Investment Counsel | 10,604 | $796.0K | 0.51% | +3,510+49.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,661 | $801.0K | 0.18% | +227+2.2% | Added |
| Mark Stevens | 10,671 | $802.0K | 0.09% | −97−0.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,718 | $805.0K | 0.14% | −734−6.4% | Reduced |
| Kathmere Capital Management, LLC | 10,730 | $806.0K | 0.15% | −293−2.7% | Reduced |
| Burns J W & Co Inc | 10,788 | $810.0K | 0.13% | +123+1.2% | Added |
| Aureus Asset Management, LLC | 10,782 | $810.0K | 0.05% | +270+2.6% | Added |
| LexAurum Advisors, LLC | 10,793 | $811.0K | 0.24% | +78+0.7% | Added |