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, Q4 2021
Institutional positions in Merck & Co., Inc. as of Dec 31, 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
- 2,910
- +294 vs. Q3 2021
- Shares held
- 1.85B
- +9.41M (+0.5%) vs. Q3 2021
- Total value
- $142.2B
- +$3.54B (+2.6%) vs. Q3 2021
- New holders
- 388
- 1,257 more added
- Sold out
- 94
- 961 more reduced
42 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,502 | $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, Q4 2021
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barton Investment Management | 8,158 | $625.0K | 0.05% | −176−2.1% | Reduced |
| Capstone Financial Advisors, Inc. | 8,185 | $627.0K | 0.05% | +40.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,197 | $628.0K | 0.23% | +8,197 | New |
| Mathes Company, Inc. | 8,217 | $630.0K | 0.22% | −1,238−13.1% | Reduced |
| Breiter Capital Management Inc | 8,236 | $631.0K | 0.31% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8,238 | $631.0K | 0.20% | +6,045+275.6% | Added |
| Southern Capital Advisors, LLC | 8,233 | $631.0K | 0.39% | +8,233 | New |
| Financial Consulate, Inc | 8,251 | $632.0K | 0.22% | +21+0.3% | Added |
| Glassman Wealth Services | 8,250 | $632.0K | 0.12% | +225+2.8% | Added |
| GQG Partners LLC | 8,243 | $632.0K | 0.00% | +2,881+53.7% | Added |
| Continuum Advisory, LLC | 8,263 | $633.0K | 0.14% | +1,660+25.1% | Added |
| Creative Financial Designs Inc | 8,296 | $636.0K | 0.10% | +494+6.3% | Added |
| Enlightenment Research, LLC | 8,300 | $636.0K | 0.90% | +8,300 | New |
| Sterling Investment Counsel, LLC | 8,301 | $636.0K | 0.43% | +8,301 | New |
| Intellectus Partners, LLC | 8,243 | $637.0K | 0.16% | +623+8.2% | Added |
| Aptus Capital Advisors, LLC | 8,273 | $638.0K | 0.02% | −453−5.2% | Reduced |
| RTD Financial Advisors, Inc. | 8,332 | $638.0K | 0.08% | +8,332 | New |
| Foster Dykema Cabot & Co Inc | 8,343 | $639.0K | 0.07% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 8,387 | $643.0K | 0.39% | +545+6.9% | Added |
| Elm Advisors, LLC | 8,401 | $644.0K | 0.36% | −89−1.0% | Reduced |
| Magnolia Capital Management Ltd | 8,400 | $644.0K | 0.51% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 8,407 | $644.0K | 0.25% | +533+6.8% | Added |
| Amica Retiree Medical Trust | 8,422 | $645.0K | 0.55% | −1,808−17.7% | Reduced |
| Salvus Wealth Management, LLC | 8,427 | $646.0K | 0.47% | +219+2.7% | Added |
| Calton & Associates, Inc. | 8,454 | $647.0K | 0.17% | −1,223−12.6% | Reduced |
| KC Investment Advisors, LLC | 8,444 | $647.0K | 0.44% | −1,193−12.4% | Reduced |
| LVM Capital Management Ltd | 8,476 | $650.0K | 0.09% | +140+1.7% | Added |
| First Interstate Bank | 8,509 | $653.0K | 0.06% | +134+1.6% | Added |
| TAP Consulting, LLC | 8,531 | $654.0K | 0.15% | +26+0.3% | Added |
| StrategIQ Financial Group, LLC | 8,561 | $656.0K | 0.07% | +679+8.6% | Added |
| First Command Bank | 8,759 | $658.0K | 0.11% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 8,079 | $660.0K | 0.37% | +8,079 | New |
| SOA Wealth Advisors, LLC. | 8,580 | $661.0K | 0.16% | −423−4.7% | Reduced |
| First Commonwealth Financial Corp | 8,636 | $661.0K | 0.21% | +44+0.5% | Added |
| Arnhold LLC | 8,642 | $662.0K | 0.07% | −154,134−94.7% | Reduced |
| BCJ Capital Management, LLC | 8,656 | $663.0K | 0.06% | +3,836+79.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,681 | $665.0K | 0.04% | −239−2.7% | Reduced |
| TRUE Private Wealth Advisors | 8,704 | $667.0K | 0.09% | +760+9.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 8,720 | $668.0K | 0.12% | −540−5.8% | Reduced |
| Thoroughbred Financial Services, LLC | 8,736 | $669.0K | 0.14% | +896+11.4% | Added |
| Tempus Wealth Planning, LLC | 8,743 | $670.0K | 0.36% | −794−8.3% | Reduced |
| Belmont Capital, LLC | 8,736 | $670.0K | 0.53% | 00.0% | Unchanged |
| Financial Advisory Corp | 8,762 | $671.0K | 0.32% | +8,762 | New |
| Willner & Heller, LLC | 8,937 | $671.0K | 0.89% | +8,937 | New |
| Congress Park Capital LLC | 8,769 | $672.0K | 0.33% | −261−2.9% | Reduced |
| Southeast Asset Advisors Inc. | 8,768 | $672.0K | 0.09% | +2,806+47.1% | Added |
| Alliance Wealth Management Group | 8,808 | $675.0K | 0.21% | −50−0.6% | Reduced |
| Towercrest Capital Management | 8,808 | $675.0K | 0.12% | −50−0.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 8,810 | $675.0K | 0.27% | +8,810 | New |
| JNBA Financial Advisors | 8,819 | $676.0K | 0.08% | +296+3.5% | Added |
| Winning Points Advisors, LLC | 8,069 | $677.0K | 0.49% | +3,448+74.6% | Added |
| Bowman & Co S.C. | 8,801 | $677.0K | 0.52% | +8,801 | New |
| Investors Financial Group, LLC | 8,859 | $679.0K | 0.32% | −1,486−14.4% | Reduced |
| Retirement Income Solutions, Inc | 8,861 | $679.0K | 0.18% | 00.0% | Unchanged |
| Summit X, LLC | 8,879 | $680.0K | 0.16% | −55−0.6% | Reduced |
| Adirondack Trust Co | 8,888 | $681.0K | 0.32% | +30+0.3% | Added |
| MTM Investment Management, LLC | 8,887 | $681.0K | 0.32% | −375−4.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 8,898 | $682.0K | 0.30% | 00.0% | Unchanged |
| Addison Capital Co | 8,902 | $682.0K | 0.31% | +2,838+46.8% | Added |
| CFS Investment Advisory Services, LLC | 8,388 | $683.0K | 0.09% | +3,136+59.7% | Added |
| CWA Asset Management Group, LLC | 8,931 | $684.0K | 0.05% | −1,284−12.6% | Reduced |
| Field & Main Bank | 8,930 | $684.0K | 0.39% | +35+0.4% | Added |
| Opus Capital Group, LLC | 8,925 | $684.0K | 0.14% | +138+1.6% | Added |
| Providence Wealth Advisors, LLC | 8,525 | $685.0K | 0.43% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8,943 | $685.0K | 0.06% | +1,204+15.6% | Added |
| Tiemann Investment Advisors, LLC | 8,995 | $689.0K | 0.29% | +825+10.1% | Added |
| Childress Capital Advisors, LLC | 9,011 | $691.0K | 0.29% | −2,372−20.8% | Reduced |
| LBMC Investment Advisors, LLC | 9,079 | $696.0K | 0.06% | +6,815+301.0% | Added |
| Westshore Wealth, LLC | 9,084 | $696.0K | 0.48% | +422+4.9% | Added |
| RMR Wealth Builders | 9,034 | $699.0K | 0.20% | +2,875+46.7% | Added |
| Domani Wealth, LLC | 9,135 | $700.0K | 0.14% | +50+0.6% | Added |
| Heartwood Wealth Advisors LLC | 9,154 | $702.0K | 0.11% | +443+5.1% | Added |
| Concord Wealth Partners | 9,159 | $702.0K | 0.17% | +5,682+163.4% | Added |
| Frisch Financial Group, Inc. | 9,197 | $704.0K | 0.22% | +457+5.2% | Added |
| Pioneer Trust Bank N A | 9,219 | $707.0K | 0.18% | −1,100−10.7% | Reduced |
| Sonata Capital Group Inc | 9,227 | $707.0K | 0.30% | +20.0% | Added |
| Arthur M. Cohen & Associates, LLC | 9,283 | $711.0K | 0.13% | −1,990−17.7% | Reduced |
| American National Bank | 9,290 | $712.0K | 0.14% | −9,577−50.8% | Reduced |
| Private Capital Group, LLC | 9,219 | $713.0K | 0.15% | −920−9.1% | Reduced |
| Hikari Tsushin, Inc. | 9,344 | $716.0K | 0.08% | +9,344 | New |
| Markston International LLC | 9,349 | $717.0K | 0.72% | −34−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 9,383 | $719.0K | 0.12% | +139+1.5% | Added |
| Oak Grove Capital LLC | 9,400 | $720.0K | 0.14% | −1,000−9.6% | Reduced |
| Emerald Advisors, LLC | 9,397 | $720.0K | 0.17% | +1,147+13.9% | Added |
| Old Second National Bank of Aurora | 9,376 | $722.0K | 0.21% | +450+5.0% | Added |
| Eads & Heald Wealth Management | 9,446 | $724.0K | 0.31% | −560−5.6% | Reduced |
| WNY Asset Management, LLC | 9,497 | $725.0K | 0.22% | −555−5.5% | Reduced |
| Peoples Bank | 9,470 | $725.0K | 0.36% | +810+9.4% | Added |
| M. Kraus & Co | 9,472 | $726.0K | 0.23% | −100−1.0% | Reduced |
| Charles Schwab Trust Co | 9,490 | $727.0K | 0.12% | −269−2.8% | Reduced |
| Sargent Investment Group, LLC | 9,498 | $728.0K | 0.17% | −290−3.0% | Reduced |
| Kathmere Capital Management, LLC | 9,514 | $729.0K | 0.13% | −1,216−11.3% | Reduced |
| Traynor Capital Management, Inc. | 9,533 | $730.0K | 0.09% | +1,884+24.6% | Added |
| Cutter & CO Brokerage, Inc. | 9,613 | $737.0K | 0.20% | +127+1.3% | Added |
| True Link Financial Advisors, LLC | 1,150 | $738.0K | 0.10% | −182−13.7% | Reduced |
| Windsor Group LTD | 9,593 | $739.0K | 0.14% | +153+1.6% | Added |
| Papp L Roy & Associates | 9,661 | $740.0K | 0.08% | +10.0% | Added |
| TLWM | 9,650 | $740.0K | 0.25% | +265+2.8% | Added |
| Leisure Capital Management | 9,671 | $741.0K | 0.34% | +151+1.6% | Added |
| Mechanics Financial Corp | 9,670 | $741.0K | 0.35% | +9,670 | New |