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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 124,700 | $9.37M | 0.39% | +464+0.4% | Added |
| Lido Advisors, LLC | 124,345 | $9.34M | 0.21% | −99,071−44.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 123,802 | $9.30M | 0.84% | +5,900+5.0% | Added |
| American Assets Investment Management, LLC | 123,000 | $9.24M | 1.15% | 00.0% | Unchanged |
| Central Trust Co | 122,897 | $9.23M | 0.33% | −3,823−3.0% | Reduced |
| Alley Co LLC | 122,782 | $9.22M | 1.65% | +3,295+2.8% | Added |
| Ferguson Wellman Capital Management, Inc | 122,300 | $9.19M | 0.30% | −18,254−13.0% | Reduced |
| Banque Cantonale Vaudoise | 122,105 | $9.17M | 0.40% | +14,601+13.6% | Added |
| Farmers & Merchants Investments Inc | 121,508 | $9.13M | 0.38% | +10,361+9.3% | Added |
| Sicart Associates LLC | 120,091 | $9.10M | 2.48% | −13,050−9.8% | Reduced |
| Stonebridge Capital Advisors LLC | 120,789 | $9.07M | 1.10% | +6,572+5.8% | Added |
| Fulton Bank, N.A. | 120,249 | $9.03M | 0.42% | +2,477+2.1% | Added |
| Bizma Investimentos Ltda | 120,000 | $9.01M | 5.55% | 00.0% | Unchanged |
| Everett Harris & Co | 119,908 | $9.01M | 0.14% | +61,247+104.4% | Added |
| Alexandria Capital, LLC | 119,692 | $8.99M | 0.83% | +3,024+2.6% | Added |
| Fort Pitt Capital Group, LLC | 119,375 | $8.97M | 0.37% | +10,558+9.7% | Added |
| Steel Peak Wealth Management LLC | 119,186 | $8.95M | 0.61% | +10,247+9.4% | Added |
| Morgan Dempsey Capital Management LLC | 118,723 | $8.92M | 2.94% | −6,171−4.9% | Reduced |
| GFS Advisors, LLC | 117,965 | $8.86M | 1.93% | +6,755+6.1% | Added |
| Cumberland Partners Ltd | 117,385 | $8.82M | 0.72% | −635−0.5% | Reduced |
| Simmons Bank | 117,353 | $8.81M | 0.64% | −10,106−7.9% | Reduced |
| Beacon Pointe Advisors, LLC | 117,229 | $8.80M | 0.22% | +43,438+58.9% | Added |
| ARS Investment Partners, LLC | 116,780 | $8.77M | 0.88% | −773−0.7% | Reduced |
| Unigestion Holding SA | 116,765 | $8.77M | 0.35% | −4,570−3.8% | Reduced |
| Evercore Wealth Management, LLC | 115,915 | $8.71M | 0.16% | −4,064−3.4% | Reduced |
| Pinnacle Financial Partners Inc | 115,245 | $8.66M | 0.31% | +4,213+3.8% | Added |
| SP Asset Management | 104,741 | $8.54M | 0.89% | +833+0.8% | Added |
| Freemont Management S.A. | 113,200 | $8.50M | 1.14% | +400+0.4% | Added |
| Hoylecohen, LLC | 113,159 | $8.50M | 0.81% | +1,109+1.0% | Added |
| Trust Co of Kansas | 112,176 | $8.43M | 4.81% | +3,116+2.9% | Added |
| Advisory Services Network, LLC | 112,009 | $8.41M | 0.27% | +10,479+10.3% | Added |
| Estabrook Capital Management | 111,955 | $8.41M | 1.32% | −2,156−1.9% | Reduced |
| Cullinan Associates Inc | 110,733 | $8.32M | 0.46% | −1,046−0.9% | Reduced |
| Hutchinson Capital Management | 110,461 | $8.30M | 2.01% | −2,011−1.8% | Reduced |
| Camden National Bank | 109,927 | $8.26M | 1.59% | +752+0.7% | Added |
| Robeco Schweiz AG | 109,457 | $8.22M | 0.12% | +4,457+4.2% | Added |
| Wetherby Asset Management Inc | 109,233 | $8.20M | 0.51% | +2,748+2.6% | Added |
| Lee Danner & Bass Inc | 108,653 | $8.16M | 0.75% | −2,316−2.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 107,973 | $8.11M | 1.71% | +300.0% | Added |
| Grassi Investment Management | 107,848 | $8.10M | 0.91% | +168+0.2% | Added |
| 1st Source Bank | 107,815 | $8.10M | 0.51% | −3,677−3.3% | Reduced |
| Barrett Asset Management, LLC | 107,008 | $8.04M | 0.37% | +1,365+1.3% | Added |
| Atlantic Union Bankshares Corp | 106,520 | $8.00M | 0.75% | +3,392+3.3% | Added |
| Verdence Capital Advisors LLC | 106,469 | $8.00M | 1.05% | +11,915+12.6% | Added |
| Bank of the West | 106,412 | $7.99M | 0.84% | +9,480+9.8% | Added |
| Dowling & Yahnke LLC | 106,140 | $7.97M | 0.44% | −951−0.9% | Reduced |
| Asset Planning Services, Ltd. | 106,105 | $7.97M | 3.83% | −8,174−7.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 105,891 | $7.95M | 0.11% | +224+0.2% | Added |
| National Asset Management, Inc. | 105,644 | $7.94M | 0.25% | +4,058+4.0% | Added |
| Brookstone Capital Management | 100,221 | $7.91M | 0.14% | +25,880+34.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 105,083 | $7.89M | 1.08% | −5,698−5.1% | Reduced |
| Lavaca Capital LLC | 105,076 | $7.89M | 3.96% | +1,710+1.7% | Added |
| Cheviot Value Management, LLC | 104,564 | $7.85M | 2.02% | +11,296+12.1% | Added |
| Kinneret Advisory, LLC | 103,186 | $7.82M | 0.92% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 103,742 | $7.79M | 0.69% | +692+0.7% | Added |
| Cutler Investment Counsel LLC | 103,729 | $7.79M | 1.23% | +71+0.1% | Added |
| Matthew Goff Investment Advisor, LLC | 103,351 | $7.76M | 1.90% | +3,200+3.2% | Added |
| ProVise Management Group, LLC | 102,923 | $7.73M | 0.76% | −2,979−2.8% | Reduced |
| Ethic Inc. | 102,672 | $7.71M | 0.79% | +16,262+18.8% | Added |
| Davy Global Fund Management Ltd | 102,276 | $7.68M | 1.17% | −729−0.7% | Reduced |
| Siemens Fonds Invest GmbH | 102,282 | $7.68M | 0.51% | +5,140+5.3% | Added |
| Lynch & Associates | 102,208 | $7.68M | 1.99% | +2,473+2.5% | Added |
| Pinebridge Investments, L.P. | 102,109 | $7.67M | 0.09% | −56,318−35.5% | Reduced |
| Busey Wealth Management | 101,681 | $7.64M | 0.31% | +48,163+90.0% | Added |
| Ameritas Investment Partners, Inc. | 101,640 | $7.63M | 0.28% | −307−0.3% | Reduced |
| Adviser Investments LLC | 100,991 | $7.58M | 0.57% | +534+0.5% | Added |
| ARS Wealth Advisors Group, LLC | 100,887 | $7.58M | 1.38% | +100,887 | New |
| Jarislowsky, Fraser Ltd | 100,787 | $7.57M | 0.04% | −1,643−1.6% | Reduced |
| Summit Global Investments | 100,538 | $7.55M | 0.57% | −63,382−38.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 85,771 | $7.53M | 0.28% | +100+0.1% | Added |
| Griffin Asset Management, Inc. | 100,187 | $7.53M | 0.96% | −18,239−15.4% | Reduced |
| Canal Insurance CO | 100,000 | $7.51M | 2.56% | 00.0% | Unchanged |
| Sivik Global Healthcare LLC | 100,000 | $7.51M | 2.71% | +40,000+66.7% | Added |
| Cetera Advisors LLC | 99,894 | $7.50M | 0.15% | +16,053+19.1% | Added |
| Hillman Capital Management, Inc. | 99,737 | $7.49M | 2.63% | +4,180+4.4% | Added |
| Seeyond | 99,725 | $7.49M | 0.72% | +6,246+6.7% | Added |
| Novare Capital Management LLC | 99,275 | $7.46M | 0.83% | +5,430+5.8% | Added |
| Miramar Capital, LLC | 99,208 | $7.45M | 2.97% | +5,845+6.3% | Added |
| West Coast Financial LLC | 99,157 | $7.45M | 1.20% | +1,383+1.4% | Added |
| Brewin Dolphin Ltd | 98,990 | $7.44M | 0.30% | +1,522+1.6% | Added |
| Investment House LLC | 98,806 | $7.42M | 0.54% | −835−0.8% | Reduced |
| Stockman Wealth Management, Inc. | 98,747 | $7.42M | 1.65% | +6,245+6.8% | Added |
| AlphaStar Capital Management, LLC | 91,229 | $7.41M | 0.50% | +80,732+769.1% | Added |
| Trust Co of Vermont | 98,493 | $7.40M | 0.53% | +12,998+15.2% | Added |
| Kestra Private Wealth Services, LLC | 98,160 | $7.37M | 0.41% | +6,281+6.8% | Added |
| Van Hulzen Asset Management, LLC | 97,931 | $7.36M | 1.09% | +1,317+1.4% | Added |
| Buckley Wealth Management, LLC | 97,878 | $7.35M | 2.38% | +2,742+2.9% | Added |
| Round Hill Asset Management | 97,168 | $7.30M | 3.66% | −660−0.7% | Reduced |
| BLB&B Advisors, LLC | 96,831 | $7.27M | 0.49% | +23,240+31.6% | Added |
| Core Alternative Capital | 96,495 | $7.25M | 1.54% | +9,589+11.0% | Added |
| Winslow Asset Management Inc | 96,374 | $7.24M | 1.40% | −1,175−1.2% | Reduced |
| PEAK6 Investments LLC | 96,110 | $7.22M | 0.15% | +74,388+342.5% | Added |
| Dakota Wealth Management | 95,684 | $7.19M | 0.83% | +92,480+2,886.4% | Added |
| GHP Investment Advisors, Inc. | 95,489 | $7.17M | 0.57% | +8,758+10.1% | Added |
| Vestmark Advisory Solutions, Inc. | 94,533 | $7.10M | 0.48% | +8,724+10.2% | Added |
| Parsons Capital Management Inc | 94,427 | $7.09M | 0.55% | −1,700−1.8% | Reduced |
| Ledyard National Bank | 93,572 | $7.03M | 0.73% | −831−0.9% | Reduced |
| Paloma Partners Management Co | 93,256 | $7.00M | 0.30% | +93,256 | New |
| Geneos Wealth Management Inc. | 85,955 | $7.00M | 0.27% | +907+1.1% | Added |
| QV Investors Inc. | 92,900 | $6.98M | 0.53% | +15,640+20.2% | Added |