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 |
|---|---|---|---|---|---|
| Asset Advisors Investment Management, LLC | 68,398 | $5.14M | 0.57% | −1,300−1.9% | Reduced |
| Exchange Capital Management, Inc. | 68,237 | $5.13M | 0.99% | +361+0.5% | Added |
| HBK Sorce Advisory LLC | 68,140 | $5.12M | 0.28% | +3,046+4.7% | Added |
| Viking Fund Management LLC | 68,000 | $5.11M | 1.48% | +2,000+3.0% | Added |
| Cornerstone Wealth Group, LLC | 67,938 | $5.10M | 0.90% | +23,355+52.4% | Added |
| Profund Advisors LLC | 67,521 | $5.07M | 0.17% | +422+0.6% | Added |
| Garland Capital Management Inc | 67,475 | $5.07M | 3.63% | 00.0% | Unchanged |
| Narwhal Capital Management | 67,408 | $5.06M | 0.64% | +4,500+7.2% | Added |
| Sowell Financial Services LLC | 66,722 | $5.05M | 0.34% | −666−1.0% | Reduced |
| Monte Financial Group, LLC | 66,818 | $5.02M | 2.88% | +8,056+13.7% | Added |
| Zuckerman Investment Group, LLC | 66,708 | $5.01M | 0.83% | −4,401−6.2% | Reduced |
| Zions Bancorporation, N.A. | 66,638 | $5.01M | 0.51% | +4,100+6.6% | Added |
| Twin Capital Management Inc | 66,397 | $4.99M | 0.51% | −42,234−38.9% | Reduced |
| First Citizens Bank & Trust Co | 66,341 | $4.98M | 0.24% | −39−0.1% | Reduced |
| Cardinal Capital Management | 66,241 | $4.97M | 1.08% | −691−1.0% | Reduced |
| Allied Investment Advisors, LLC | 66,136 | $4.97M | 1.88% | +3,345+5.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 65,786 | $4.94M | 0.52% | −116−0.2% | Reduced |
| Optimal Asset Management, Inc. | 65,561 | $4.92M | 0.62% | +73+0.1% | Added |
| Bank of Hawaii | 64,957 | $4.88M | 0.27% | −4,470−6.4% | Reduced |
| Stamos Capital Partners, L.P. | 64,750 | $4.86M | 2.72% | 00.0% | Unchanged |
| Tower Bridge Advisors | 64,620 | $4.85M | 0.32% | −135−0.2% | Reduced |
| Royal Fund Management, LLC | 64,438 | $4.84M | 0.78% | +1,708+2.7% | Added |
| L & S Advisors Inc | 64,400 | $4.84M | 0.52% | +19,905+44.7% | Added |
| First American Bank | 64,328 | $4.83M | 0.28% | −241−0.4% | Reduced |
| KCM Investment Advisors LLC | 64,168 | $4.82M | 0.19% | +2,567+4.2% | Added |
| Mairs & Power Inc | 64,028 | $4.81M | 0.05% | −2,925−4.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 64,012 | $4.81M | 0.41% | −1,696−2.6% | Reduced |
| VisionPoint Advisory Group, LLC | 58,855 | $4.80M | 2.14% | +58,855 | New |
| Chicago Trust Co NA | 63,910 | $4.80M | 1.05% | +1,295+2.1% | Added |
| Excalibur Management Corp | 63,792 | $4.79M | 2.10% | −104−0.2% | Reduced |
| Bridges Investment Management Inc | 63,750 | $4.79M | 0.15% | −1,425−2.2% | Reduced |
| Rench Wealth Management, Inc. | 63,751 | $4.79M | 2.38% | +922+1.5% | Added |
| Azzad Asset Management Inc | 63,739 | $4.79M | 0.71% | +5,723+9.9% | Added |
| Mercer Capital Advisers, Inc. | 63,900 | $4.78M | 2.56% | −1,925−2.9% | Reduced |
| BTC Capital Management, Inc. | 63,528 | $4.77M | 0.54% | −4,460−6.6% | Reduced |
| Annex Advisory Services, LLC | 63,561 | $4.77M | 0.39% | +10,235+19.2% | Added |
| Pekin Hardy Strauss, Inc. | 63,327 | $4.76M | 0.68% | +619+1.0% | Added |
| Arden Trust Co | 63,322 | $4.76M | 0.81% | +315+0.5% | Added |
| Northeast Investment Management | 63,279 | $4.75M | 0.25% | −4,908−7.2% | Reduced |
| Studio Investment Management LLC | 63,235 | $4.75M | 2.04% | +63,235 | New |
| Trust Co of Toledo NA | 63,155 | $4.74M | 0.78% | −210−0.3% | Reduced |
| Bank Ozk | 63,022 | $4.73M | 2.14% | −999−1.6% | Reduced |
| Boston Research & Management Inc | 62,969 | $4.73M | 1.41% | +3,015+5.0% | Added |
| Covenant Asset Management, LLC | 62,922 | $4.73M | 1.41% | −280.0% | Reduced |
| Private Advisory Group LLC | 62,872 | $4.72M | 1.15% | +6,551+11.6% | Added |
| Anchor Investment Management, LLC | 62,818 | $4.72M | 0.66% | +2,978+5.0% | Added |
| Frontier Wealth Management LLC | 62,794 | $4.72M | 0.33% | +9,117+17.0% | Added |
| PFS Investments Inc. | 56,886 | $4.70M | 0.10% | +1,871+3.4% | Added |
| Brick & Kyle, Associates | 62,047 | $4.70M | 2.38% | +1,086+1.8% | Added |
| NBT Bank N A | 62,457 | $4.69M | 0.65% | +349+0.6% | Added |
| HBW Advisory Services LLC | 62,434 | $4.69M | 1.21% | +2,817+4.7% | Added |
| Exane Derivatives | 62,425 | $4.69M | 1.17% | +8,947+16.7% | Added |
| Capital Counsel LLC | 62,376 | $4.68M | 0.23% | −2,815−4.3% | Reduced |
| Barbara Oil Co. | 62,295 | $4.68M | 2.19% | 00.0% | Unchanged |
| Bruderman Asset Management, LLC | 61,865 | $4.65M | 1.17% | +656+1.1% | Added |
| Rothschild Capital Partners, LLC | 61,759 | $4.64M | 1.48% | +1,170+1.9% | Added |
| Spire Wealth Management | 61,628 | $4.63M | 0.12% | −2,435−3.8% | Reduced |
| Old Dominion Capital Management Inc | 61,635 | $4.63M | 0.99% | +854+1.4% | Added |
| Hallmark Capital Management Inc | 61,536 | $4.62M | 0.40% | −315−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 80,074 | $4.61M | 0.27% | +10,734+15.5% | Added |
| Capital Analysts, LLC | 61,293 | $4.60M | 0.30% | +237+0.4% | Added |
| Institutional & Family Asset Management, LLC | 60,993 | $4.58M | 0.74% | −85−0.1% | Reduced |
| Berkshire Bank | 60,854 | $4.57M | 1.11% | −954−1.5% | Reduced |
| Deseret Mutual Benefit Administrators | 60,830 | $4.57M | 0.84% | +44,141+264.5% | Added |
| Regent Investment Management LLC | 60,702 | $4.56M | 1.09% | −185−0.3% | Reduced |
| Birmingham Capital Management Co Inc | 60,669 | $4.56M | 1.75% | −700−1.1% | Reduced |
| Madison Asset Management, LLC | 60,613 | $4.55M | 0.06% | −159−0.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 60,445 | $4.54M | 1.03% | +5,160+9.3% | Added |
| Avitas Wealth Management LLC | 60,391 | $4.54M | 0.83% | +31+0.1% | Added |
| Martin Capital Partners, LLC | 59,932 | $4.50M | 2.27% | +679+1.1% | Added |
| Wisconsin Capital Management LLC | 59,559 | $4.47M | 1.83% | +54,841+1,162.4% | Added |
| Kingsview Wealth Management, LLC | 59,438 | $4.46M | 0.21% | +60+0.1% | Added |
| Berger Financial Group, Inc | 59,362 | $4.46M | 0.80% | +644+1.1% | Added |
| Carolina Wealth Advisors, LLC | 59,122 | $4.44M | 2.94% | +1,592+2.8% | Added |
| Moody Lynn & Lieberson, LLC | 58,889 | $4.42M | 0.33% | −32,262−35.4% | Reduced |
| Prospera Financial Services Inc | 58,835 | $4.42M | 0.22% | +38+0.1% | Added |
| Sompo Asset Management Co., Ltd. | 58,520 | $4.39M | 1.01% | +9,710+19.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 58,194 | $4.37M | 2.69% | +1,630+2.9% | Added |
| Sepio Capital, LP | 58,176 | $4.37M | 0.37% | +2,226+4.0% | Added |
| Avantax Planning Partners, Inc. | 58,074 | $4.36M | 0.20% | −12,273−17.4% | Reduced |
| Choate Investment Advisors | 58,025 | $4.36M | 0.28% | −4,043−6.5% | Reduced |
| Boston Financial Mangement LLC | 58,037 | $4.36M | 0.18% | +2,240+4.0% | Added |
| Coldstream Capital Management Inc | 52,301 | $4.34M | 0.21% | −8,257−13.6% | Reduced |
| MainStreet Investment Advisors LLC | 57,731 | $4.34M | 0.42% | −4,996−8.0% | Reduced |
| Heritage Trust Co | 57,721 | $4.34M | 0.61% | −357−0.6% | Reduced |
| Murphy Capital Management Inc | 57,563 | $4.32M | 0.51% | −7,102−11.0% | Reduced |
| Chesley Taft & Associates LLC | 57,510 | $4.32M | 0.25% | +250+0.4% | Added |
| Cutler Group LP | 57,284 | $4.30M | 0.33% | +57,284 | New |
| Flputnam Investment Management Co | 57,065 | $4.29M | 0.15% | +3,666+6.9% | Added |
| Fishman Jay A Ltd | 57,005 | $4.28M | 0.53% | −4,675−7.6% | Reduced |
| Old National Bancorp | 56,829 | $4.27M | 0.16% | −1,715−2.9% | Reduced |
| Richard Bernstein Advisors LLC | 56,828 | $4.27M | 0.09% | +4,313+8.2% | Added |
| Greenleaf Trust | 56,670 | $4.26M | 0.05% | −5,043−8.2% | Reduced |
| Ossiam | 56,507 | $4.24M | 0.12% | +34,503+156.8% | Added |
| Montgomery Investment Management Inc | 56,132 | $4.22M | 1.57% | +300+0.5% | Added |
| Shorepoint Capital Partners LLC | 56,125 | $4.22M | 1.89% | +56,125 | New |
| FRG Family Wealth Advisors LLC | 55,963 | $4.20M | 0.83% | +280+0.5% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 55,908 | $4.20M | 1.49% | +4,200+8.1% | Added |
| We Are One Seven, LLC | 46,984 | $4.14M | 0.52% | +12,765+37.3% | Added |
| Boston Family Office LLC | 54,857 | $4.12M | 0.30% | −4,496−7.6% | Reduced |