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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Girard Partners Ltd. | 54,757 | $4.11M | 0.52% | −6,431−10.5% | Reduced |
| Caldwell Trust Co | 54,667 | $4.11M | 0.52% | +4,184+8.3% | Added |
| Cypress Asset Management Inc | 54,633 | $4.10M | 1.06% | −879−1.6% | Reduced |
| Fort Sheridan Advisors LLC | 53,790 | $4.04M | 1.32% | +1,405+2.7% | Added |
| SeaCrest Wealth Management, LLC | 53,790 | $4.04M | 0.49% | +1,499+2.9% | Added |
| Jacobi Capital Management LLC | 53,437 | $4.01M | 0.51% | +2,698+5.3% | Added |
| Independent Advisor Alliance | 53,262 | $4.00M | 0.22% | +4,829+10.0% | Added |
| Investment Management of Virginia LLC | 53,125 | $3.99M | 0.77% | +263+0.5% | Added |
| Ipswich Investment Management Co., Inc. | 53,127 | $3.99M | 1.02% | +1,227+2.4% | Added |
| Rossmore Private Capital | 53,091 | $3.99M | 0.68% | +535+1.0% | Added |
| Newman Dignan & Sheerar, Inc. | 52,833 | $3.97M | 1.33% | −87−0.2% | Reduced |
| Intersect Capital LLC | 52,629 | $3.95M | 0.68% | −711−1.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 52,068 | $3.91M | 1.27% | −232−0.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 51,744 | $3.89M | 0.88% | −1,384−2.6% | Reduced |
| Sumitomo Life Insurance Co | 51,467 | $3.87M | 0.10% | −3,243−5.9% | Reduced |
| Toroso Investments, LLC | 51,469 | $3.87M | 0.14% | +13,752+36.5% | Added |
| Cypress Capital Group | 51,439 | $3.86M | 0.53% | −803−1.5% | Reduced |
| North Star Investment Management Corp. | 51,181 | $3.84M | 0.31% | −47−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 51,029 | $3.83M | 1.28% | −227−0.4% | Reduced |
| Wendell David Associates Inc | 50,982 | $3.83M | 0.43% | −920−1.8% | Reduced |
| Roundview Capital LLC | 50,866 | $3.82M | 0.42% | −1,020−2.0% | Reduced |
| DF Dent & Co Inc | 50,804 | $3.82M | 0.04% | +100.0% | Added |
| Citizens National Bank Trust Department | 50,715 | $3.81M | 1.08% | +1,345+2.7% | Added |
| Pensionfund Sabic | 50,500 | $3.79M | 0.80% | 00.0% | Unchanged |
| Everence Capital Management Inc | 50,481 | $3.79M | 0.31% | −9,130−15.3% | Reduced |
| Integrated Wealth Concepts LLC | 50,132 | $3.77M | 0.12% | +7,666+18.1% | Added |
| Reynders McVeigh Capital Management, LLC | 50,115 | $3.76M | 0.23% | −4,320−7.9% | Reduced |
| Hendley & Co Inc | 50,119 | $3.76M | 1.31% | −870−1.7% | Reduced |
| Baugh & Associates, LLC | 50,085 | $3.76M | 2.30% | −29−0.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 49,779 | $3.74M | 1.35% | −783−1.5% | Reduced |
| Sandy Spring Bank | 49,789 | $3.74M | 0.20% | +1,605+3.3% | Added |
| HighTower Trust Services, LTA | 49,742 | $3.74M | 0.46% | −274−0.5% | Reduced |
| Stokes Capital Advisors, LLC | 49,592 | $3.73M | 1.20% | −779−1.5% | Reduced |
| Alerus Financial NA | 49,583 | $3.72M | 0.34% | +1,454+3.0% | Added |
| Marathon Capital Management | 49,475 | $3.72M | 0.84% | +2,171+4.6% | Added |
| Allstate Corp | 49,439 | $3.71M | 0.15% | −3,771−7.1% | Reduced |
| Red Spruce Capital, LLC | 49,392 | $3.71M | 2.17% | +3,671+8.0% | Added |
| Squarepoint Ops LLC | 49,377 | $3.71M | 0.03% | +12,697+34.6% | Added |
| Cadence Bank NA | 49,022 | $3.68M | 1.09% | −62−0.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 48,693 | $3.66M | 2.37% | −63−0.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 48,646 | $3.65M | 1.20% | +308+0.6% | Added |
| Philadelphia Trust Co | 48,599 | $3.65M | 0.27% | −1,498−3.0% | Reduced |
| Stratos Wealth Advisors, LLC | 48,403 | $3.64M | 0.31% | −1,554−3.1% | Reduced |
| IndexIQ Advisors LLC | 48,360 | $3.63M | 0.12% | +2,618+5.7% | Added |
| Costello Asset Management, INC | 48,185 | $3.62M | 2.31% | −6,088−11.2% | Reduced |
| Wealthspire Advisors, LLC | 48,123 | $3.62M | 0.08% | +25,303+110.9% | Added |
| Brooks, Moore & Associates, Inc. | 48,087 | $3.61M | 2.36% | +75+0.2% | Added |
| HighPoint Advisor Group LLC | 48,044 | $3.61M | 0.35% | −6,250−11.5% | Reduced |
| Tealwood Asset Management Inc | 48,001 | $3.60M | 1.46% | +48,001 | New |
| Rowland & Co Investment Counsel | 46,447 | $3.59M | 1.22% | −670−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 47,772 | $3.59M | 0.26% | +2,092+4.6% | Added |
| Schmidt P J Investment Management Inc | 43,595 | $3.59M | 0.70% | −2,074−4.5% | Reduced |
| Ninety One SA (PTY) Ltd | 47,238 | $3.58M | 1.39% | −539−1.1% | Reduced |
| Keeler Thomas Management LLC | 47,376 | $3.56M | 1.70% | +2,388+5.3% | Added |
| Jackson Hole Capital Partners, LLC | 47,434 | $3.56M | 1.16% | +1,262+2.7% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 47,400 | $3.56M | 0.89% | +2,565+5.7% | Added |
| TNF LLC | 48,435 | $3.56M | 1.53% | +48,435 | New |
| Mid Atlantic Financial Management Inc | 47,136 | $3.54M | 0.24% | +272+0.6% | Added |
| Boenning & Scattergood, Inc. | 47,015 | $3.53M | 0.62% | −399−0.8% | Reduced |
| Clough Capital Partners L P | 47,000 | $3.53M | 0.22% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 46,946 | $3.53M | 1.19% | +80.0% | Added |
| Coastline Trust Co | 46,930 | $3.52M | 0.44% | +210+0.4% | Added |
| Greylin Investment Mangement Inc | 46,890 | $3.52M | 0.72% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 46,839 | $3.52M | 0.90% | +1,060+2.3% | Added |
| Poehling Capital Management, LLC | 46,731 | $3.51M | 1.19% | +1,681+3.7% | Added |
| Great Valley Advisor Group, Inc. | 46,691 | $3.51M | 0.24% | −1,293−2.7% | Reduced |
| Assenagon Asset Management S.A. | 46,258 | $3.47M | 0.01% | +24,553+113.1% | Added |
| Cox Capital Mgt LLC | 46,091 | $3.46M | 2.33% | +946+2.1% | Added |
| OPSEU Pension Plan Trust Fund | 42,110 | $3.46M | 0.87% | +1,123+2.7% | Added |
| Sound View Wealth Advisors Group, LLC | 46,063 | $3.46M | 0.72% | +35+0.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 46,055 | $3.46M | 0.14% | −57−0.1% | Reduced |
| WoodTrust Financial Corp | 46,051 | $3.46M | 0.81% | +3,832+9.1% | Added |
| Comerica Securities,inc. | 45,565 | $3.45M | 0.25% | −1,692−3.6% | Reduced |
| First Financial Bank - Trust Division | 45,897 | $3.45M | 0.38% | −2,131−4.4% | Reduced |
| Stock Yards Bank & Trust Co | 45,629 | $3.43M | 0.22% | +967+2.2% | Added |
| Budros, Ruhlin & Roe, Inc. | 45,582 | $3.42M | 0.39% | +747+1.7% | Added |
| Abbrea Capital, LLC | 45,121 | $3.42M | 0.51% | −1,100−2.4% | Reduced |
| Nan Fung Trinity (HK) Ltd | 45,450 | $3.41M | 0.81% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 45,255 | $3.40M | 0.70% | +51+0.1% | Added |
| Harrell Investment Partners, LLC | 45,158 | $3.39M | 1.09% | +375+0.8% | Added |
| Ropes Wealth Advisors LLC | 45,073 | $3.38M | 0.54% | −5,725−11.3% | Reduced |
| Homrich & Berg | 45,000 | $3.38M | 0.08% | −2,345−5.0% | Reduced |
| Ancora Advisors, LLC | 44,885 | $3.37M | 0.09% | +96+0.2% | Added |
| Scott & Selber, Inc. | 44,513 | $3.34M | 1.35% | +20,423+84.8% | Added |
| Signature Wealth Management Group | 44,476 | $3.34M | 1.86% | +2,308+5.5% | Added |
| Lehman & Derafelo Financial Resources LLC | 44,461 | $3.34M | 1.09% | −2,899−6.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 44,425 | $3.34M | 0.27% | 00.0% | Unchanged |
| Conning Inc. | 44,395 | $3.33M | 0.10% | −5,520−11.1% | Reduced |
| JustInvest LLC | 44,367 | $3.33M | 0.30% | +3,273+8.0% | Added |
| Leavell Investment Management, Inc. | 43,797 | $3.32M | 0.25% | −1,384−3.1% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,073 | $3.31M | 1.07% | 00.0% | Unchanged |
| Fiera Capital Corp | 44,042 | $3.31M | 0.01% | +4,575+11.6% | Added |
| Bray Capital Advisors | 44,001 | $3.31M | 0.85% | +389+0.9% | Added |
| First Quadrant L P | 43,935 | $3.30M | 0.39% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 43,846 | $3.29M | 0.19% | +133+0.3% | Added |
| Biltmore Family Office, LLC | 43,426 | $3.29M | 0.79% | −1,024−2.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 43,590 | $3.27M | 0.09% | +34,583+384.0% | Added |
| J. W. Coons Advisors, LLC | 40,910 | $3.27M | 1.12% | +1,320+3.3% | Added |
| Private Trust Co NA | 43,468 | $3.27M | 0.48% | −1,342−3.0% | Reduced |
| Citizens Financial Group Inc | 43,119 | $3.25M | 0.12% | +10,124+30.7% | Added |