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 |
|---|---|---|---|---|---|
| Goelzer Investment Management, Inc. | 168,924 | $12.7M | 1.11% | −4,939−2.8% | Reduced |
| FineMark National Bank & Trust | 168,560 | $12.7M | 0.54% | −176−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 168,325 | $12.6M | 1.13% | +44,602+36.0% | Added |
| Bourgeon Capital Management LLC | 168,152 | $12.6M | 2.70% | +3,065+1.9% | Added |
| Argent Trust Co | 167,476 | $12.6M | 0.81% | +2,689+1.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 166,866 | $12.5M | 0.03% | −12,323−6.9% | Reduced |
| First National Bank of Omaha | 166,581 | $12.5M | 0.64% | −1,735−1.0% | Reduced |
| New Mexico Educational Retirement Board | 165,686 | $12.4M | 0.43% | −3,000−1.8% | Reduced |
| Arnhold LLC | 162,776 | $12.2M | 1.41% | −1,339−0.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 162,496 | $12.2M | 0.24% | −796−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 160,523 | $12.2M | 0.23% | +6,697+4.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 161,663 | $12.1M | 0.76% | −7,100−4.2% | Reduced |
| Bollard Group LLC | 161,559 | $12.1M | 0.40% | +6,746+4.4% | Added |
| Pendal Group Limited | 160,861 | $12.1M | 0.10% | −40,769−20.2% | Reduced |
| Bartlett & Co. LLC | 160,523 | $12.1M | 0.23% | +6,697+4.4% | Added |
| Gabalex Capital Management LLC | 160,000 | $12.0M | 5.56% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 159,796 | $12.0M | 0.49% | +19,085+13.6% | Added |
| Suncoast Equity Management | 159,278 | $12.0M | 1.67% | −8,399−5.0% | Reduced |
| Gradient Investments LLC | 159,200 | $12.0M | 0.34% | +7,624+5.0% | Added |
| Brookfield Asset Management Inc. | 159,192 | $12.0M | 0.05% | +159,192 | New |
| Karpas Strategies, LLC | 134,278 | $12.0M | 3.95% | +225+0.2% | Added |
| CCM Investment Advisers LLC | 158,824 | $11.9M | 1.55% | +7,084+4.7% | Added |
| Shell Asset Management Co | 158,647 | $11.9M | 0.27% | −113,922−41.8% | Reduced |
| Veritable, L.P. | 158,182 | $11.9M | 0.19% | +15,205+10.6% | Added |
| Cornerstone Advisors, LLC | 158,000 | $11.9M | 0.69% | 00.0% | Unchanged |
| Skba Capital Management LLC | 157,725 | $11.8M | 2.36% | +1,575+1.0% | Added |
| Louisiana State Employees Retirement System | 157,600 | $11.8M | 0.29% | −300−0.2% | Reduced |
| Beaumont Financial Partners, LLC | 157,202 | $11.8M | 0.91% | −1,426−0.9% | Reduced |
| Hyman Charles D | 154,777 | $11.6M | 0.81% | +11,933+8.4% | Added |
| Parthenon LLC | 153,818 | $11.6M | 1.74% | +850+0.6% | Added |
| People's United Financial, Inc. | 152,814 | $11.5M | 0.26% | −1,144−0.7% | Reduced |
| Connors Investor Services Inc | 152,037 | $11.4M | 1.21% | −14,462−8.7% | Reduced |
| O'Shares Investment Advisers, LLC | 151,998 | $11.4M | 0.84% | −169,133−52.7% | Reduced |
| LaFleur & Godfrey LLC | 151,727 | $11.4M | 1.57% | −1,597−1.0% | Reduced |
| Hennessy Advisors Inc | 151,350 | $11.4M | 0.68% | +4,900+3.3% | Added |
| Middleton & Co Inc | 151,057 | $11.3M | 1.21% | +427+0.3% | Added |
| Eagle Global Advisors LLC | 150,637 | $11.3M | 0.75% | −800−0.5% | Reduced |
| Point72 Hong Kong Ltd | 148,431 | $11.1M | 0.86% | +148,431 | New |
| Nicola Wealth Management Ltd. | 148,289 | $11.1M | 1.15% | −1,752−1.2% | Reduced |
| Patten & Patten Inc | 147,911 | $11.1M | 0.85% | −137−0.1% | Reduced |
| Kentucky Retirement Systems | 147,184 | $11.1M | 0.52% | −261−0.2% | Reduced |
| Columbia Asset Management | 146,608 | $11.0M | 2.42% | +1,881+1.3% | Added |
| Capstone Investment Advisors, LLC | 146,416 | $11.0M | 0.19% | +146,416 | New |
| Mengis Capital Management, Inc. | 146,334 | $11.0M | 2.31% | +1,609+1.1% | Added |
| Majedie Asset Management Ltd | 145,659 | $10.9M | 0.83% | +23,016+18.8% | Added |
| Lowe Brockenbrough & Co Inc | 144,448 | $10.9M | 0.85% | +1,667+1.2% | Added |
| Smith, Salley & Associates | 145,255 | $10.9M | 0.86% | +2,502+1.8% | Added |
| Segall Bryant & Hamill, LLC | 144,628 | $10.9M | 0.10% | +13,543+10.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 142,412 | $10.8M | 0.47% | +142,412 | New |
| Woodmont Investment Counsel LLC | 143,452 | $10.8M | 1.57% | +22,416+18.5% | Added |
| Bragg Financial Advisors, Inc | 142,687 | $10.7M | 0.69% | +4,234+3.1% | Added |
| Edge Wealth Management LLC | 142,420 | $10.7M | 2.09% | +4,357+3.2% | Added |
| Wealthfront Advisers LLC | 141,542 | $10.6M | 0.05% | +28,358+25.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 140,965 | $10.6M | 0.17% | −26,110−15.6% | Reduced |
| Wesleyan Assurance Society | 140,621 | $10.6M | 1.35% | +41,621+42.0% | Added |
| Parus Finance (UK) Ltd | 140,222 | $10.5M | 3.04% | −21,841−13.5% | Reduced |
| MAI Capital Management | 139,856 | $10.5M | 0.20% | −390.0% | Reduced |
| Monarch Capital Management Inc | 139,795 | $10.5M | 2.92% | +1,029+0.7% | Added |
| B. Riley Wealth Management, Inc. | 139,622 | $10.5M | 0.81% | +9,317+7.2% | Added |
| Bridgewater Associates, LP | 139,003 | $10.4M | 0.06% | +65,706+89.6% | Added |
| O'Shaughnessy Asset Management, LLC | 138,649 | $10.4M | 0.21% | +113,541+452.2% | Added |
| Jacobs & Co | 137,576 | $10.3M | 1.19% | +8,702+6.8% | Added |
| GAM Holding AG | 136,245 | $10.2M | 0.48% | −952−0.7% | Reduced |
| Hantz Financial Services, Inc. | 135,878 | $10.2M | 0.33% | +10,639+8.5% | Added |
| Greenwood Gearhart Inc | 135,428 | $10.2M | 1.58% | +10,547+8.4% | Added |
| Ar Asset Management Inc | 134,570 | $10.1M | 2.83% | −100−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 133,864 | $10.1M | 0.15% | +118,826+790.2% | Added |
| Holowesko Partners Ltd. | 133,500 | $10.0M | 3.97% | +133,500 | New |
| Te Ahumairangi Investment Management Ltd | 132,852 | $9.98M | 1.38% | +3,400+2.6% | Added |
| Logan Capital Management Inc | 132,178 | $9.93M | 0.46% | +1,984+1.5% | Added |
| Xponance, Inc. | 131,100 | $9.85M | 0.19% | −23,410−15.2% | Reduced |
| Kdi Capital Partners LLC | 130,995 | $9.84M | 3.40% | −3,292−2.5% | Reduced |
| Auxier Asset Management | 130,792 | $9.82M | 1.66% | −184−0.1% | Reduced |
| Sonora Investment Management, LLC | 130,414 | $9.79M | 1.23% | +11,053+9.3% | Added |
| Moors & Cabot, Inc. | 129,576 | $9.77M | 0.61% | +12,287+10.5% | Added |
| Walleye Trading LLC | 130,081 | $9.77M | 0.23% | +130,081 | New |
| Redwood Grove Capital, LLC | 129,700 | $9.74M | 5.55% | +25,000+23.9% | Added |
| Eastern Bank | 129,693 | $9.74M | 0.47% | −930−0.7% | Reduced |
| Congress Asset Management Co | 129,498 | $9.73M | 0.08% | +3,481+2.8% | Added |
| Country Club Trust Company, n.a. | 128,640 | $9.66M | 0.83% | +1,590+1.3% | Added |
| Prudential PLC | 128,226 | $9.63M | 0.13% | −227,225−63.9% | Reduced |
| Chemung Canal Trust Co | 127,762 | $9.60M | 1.84% | +72,300+130.4% | Added |
| M&R Capital Management Inc | 127,528 | $9.58M | 2.17% | −337−0.3% | Reduced |
| John G Ullman & Associates Inc | 127,523 | $9.58M | 1.30% | +48,100+60.6% | Added |
| Massmutual Trust Co FSB | 127,336 | $9.56M | 0.40% | +3,089+2.5% | Added |
| Community Bank, N.A. | 127,165 | $9.55M | 1.16% | −1,447−1.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 127,125 | $9.55M | 1.53% | +1,658+1.3% | Added |
| Brightworth | 127,040 | $9.54M | 0.86% | +6,797+5.7% | Added |
| Regentatlantic Capital LLC | 126,978 | $9.54M | 0.29% | +10,253+8.8% | Added |
| Financial Partners Capital Management LLC | 126,886 | $9.53M | 1.74% | +4,610+3.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 126,868 | $9.53M | 0.19% | +11,882+10.3% | Added |
| Charter Trust Co | 126,804 | $9.52M | 0.89% | −912−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 126,451 | $9.50M | 0.67% | −198−0.2% | Reduced |
| Woodstock Corp | 126,271 | $9.48M | 1.11% | +896+0.7% | Added |
| Stratos Wealth Partners, LTD. | 126,250 | $9.48M | 0.24% | +37,067+41.6% | Added |
| Park National Corp | 125,924 | $9.46M | 0.40% | −14,332−10.2% | Reduced |
| Andra AP-fonden | 125,400 | $9.42M | 0.19% | +20,100+19.1% | Added |
| Oxbow Advisors, LLC | 125,298 | $9.41M | 0.96% | +1,010+0.8% | Added |
| Sio Capital Management, LLC | 125,000 | $9.39M | 3.03% | +125,000 | New |
| Corient Capital Partners, LLC | 124,955 | $9.38M | 0.69% | +11,767+10.4% | Added |