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 | 3,813 | $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, 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 |
|---|---|---|---|---|---|
| Renaissance Investment Group LLC | 11,528 | $884.0K | 0.21% | −2,782−19.4% | Reduced |
| Occidental Asset Management, LLC | 11,552 | $885.0K | 0.21% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 11,553 | $885.0K | 0.05% | +771+7.2% | Added |
| Bill Few Associates, Inc. | 11,559 | $886.0K | 0.46% | +11,559 | New |
| Capital International Inc | 11,575 | $887.0K | 0.01% | −29−0.2% | Reduced |
| Apriem Advisors | 11,580 | $887.0K | 0.13% | +53+0.5% | Added |
| Kiley Juergens Wealth Management, LLC | 11,598 | $889.0K | 0.34% | +85+0.7% | Added |
| WealthShield Partners, LLC | 11,666 | $894.0K | 0.15% | +628+5.7% | Added |
| Stonnington Group, LLC | 10,945 | $894.0K | 0.19% | +2,115+24.0% | Added |
| Trustco Bank Corp N Y | 11,699 | $896.0K | 0.78% | −186−1.6% | Reduced |
| MidWestOne Financial Group, Inc. | 11,699 | $896.0K | 0.19% | −175−1.5% | Reduced |
| Global Financial Private Client, LLC | 11,694 | $896.2K | 0.43% | +84+0.7% | Added |
| Atticus Wealth Management, LLC | 11,717 | $898.0K | 0.35% | +7,295+165.0% | Added |
| Credential Qtrade Securities Inc. | 11,741 | $899.8K | 0.06% | +1,510+14.8% | Added |
| Security Asset Management | 11,744 | $900.0K | 0.35% | −199−1.7% | Reduced |
| Wrapmanager Inc | 11,829 | $907.0K | 0.23% | −4,351−26.9% | Reduced |
| Camelot Portfolios, LLC | 11,844 | $908.0K | 0.37% | +4,250+56.0% | Added |
| BancorpSouth Bank | 11,861 | $909.0K | 0.11% | −140−1.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,868 | $910.0K | 0.48% | +11+0.1% | Added |
| Cable Hill Partners, LLC | 11,892 | $911.0K | 0.19% | +419+3.7% | Added |
| Axxcess Wealth Management, LLC | 11,909 | $913.0K | 0.07% | +11,909 | New |
| LexAurum Advisors, LLC | 11,921 | $914.0K | 0.30% | +1,128+10.5% | Added |
| Schulhoff & Co Inc | 11,973 | $917.0K | 0.38% | +200+1.7% | Added |
| GraniteShares Advisors LLC | 11,971 | $917.0K | 0.42% | +11,971 | New |
| First National Corp | 11,986 | $919.0K | 0.21% | +84+0.7% | Added |
| Palumbo Wealth Management LLC | 11,991 | $919.0K | 0.58% | +1,006+9.2% | Added |
| Perkins Capital Management Inc | 12,025 | $922.0K | 0.62% | −250−2.0% | Reduced |
| Qtron Investments LLC | 12,028 | $922.0K | 0.21% | +6,196+106.2% | Added |
| Zhang Financial LLC | 12,131 | $930.0K | 0.16% | +5,042+71.1% | Added |
| Perfromance Wealth Partners, LLC | 12,141 | $930.0K | 0.04% | +12,141 | New |
| Hemington Wealth Management | 11,385 | $931.0K | 0.43% | −728−6.0% | Reduced |
| Scharf Investments, LLC | 12,171 | $933.0K | 0.03% | +5,365+78.8% | Added |
| Gilbert & Cook, Inc. | 12,186 | $934.0K | 0.15% | +4,269+53.9% | Added |
| Port Capital LLC | 12,235 | $938.0K | 0.06% | +19+0.2% | Added |
| Knuff & Co LLC | 12,270 | $940.0K | 0.29% | −500−3.9% | Reduced |
| Linker Capital Management Inc. | 12,284 | $941.0K | 0.90% | +12,284 | New |
| Clarkston Capital Partners, LLC | 12,291 | $942.0K | 0.02% | +12,291 | New |
| Telos Capital Management, Inc. | 12,341 | $946.0K | 0.12% | −26,275−68.0% | Reduced |
| Mizuho Securities USA LLC | 12,362 | $947.0K | 0.09% | −1,152−8.5% | Reduced |
| Summit Financial, LLC | 12,245 | $947.1K | 0.07% | +96+0.8% | Added |
| Astrantus Ltd | 12,388 | $949.0K | 0.71% | +12,388 | New |
| Parsec Financial Management, Inc. | 12,399 | $950.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 12,399 | $950.0K | 0.62% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 12,414 | $951.0K | 0.36% | 00.0% | Unchanged |
| Bremer Bank National Association | 12,425 | $952.0K | 0.16% | −606−4.7% | Reduced |
| Physicians Financial Services, Inc. | 12,445 | $954.0K | 0.35% | −325−2.5% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 12,466 | $955.0K | 0.53% | +323+2.7% | Added |
| WealthPLAN Partners, LLC | 11,718 | $955.0K | 0.06% | +191+1.7% | Added |
| Lafayette Investments, Inc. | 12,487 | $957.0K | 0.24% | +1,000+8.7% | Added |
| Lumina Fund Management LLC | 12,500 | $958.0K | 0.39% | 00.0% | Unchanged |
| Ellevest, Inc. | 12,550 | $962.0K | 0.09% | −422−3.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 12,562 | $962.0K | 0.19% | +1,901+17.8% | Added |
| Compton Wealth Advisory Group, LLC | 12,605 | $966.0K | 0.41% | +184+1.5% | Added |
| Ascent Wealth Partners, LLC | 12,668 | $971.0K | 0.17% | +1,377+12.2% | Added |
| YHB Investment Advisors, Inc. | 12,677 | $972.0K | 0.08% | +81+0.6% | Added |
| Washington Trust Advisors, Inc. | 12,693 | $972.0K | 0.07% | +12,693 | New |
| Burleson & Company, LLC | 12,719 | $975.0K | 0.14% | −162−1.3% | Reduced |
| Beacon Financial Advisory LLC | 12,722 | $975.0K | 0.45% | +50+0.4% | Added |
| Wealth Management Associates, Inc. | 12,734 | $975.9K | 0.53% | +56+0.4% | Added |
| Lederer & Associates Investment Counsel | 12,737 | $976.0K | 0.57% | +2,133+20.1% | Added |
| Hardman Johnston Global Advisors LLC | 12,750 | $977.0K | 0.03% | 00.0% | Unchanged |
| VeraBank, N.A. | 12,759 | $978.0K | 0.49% | +189+1.5% | Added |
| City State Bank | 12,785 | $980.0K | 0.60% | +12,785 | New |
| ACG Wealth | 12,801 | $981.0K | 0.14% | −130−1.0% | Reduced |
| Gamble Jones Investment Counsel | 12,799 | $981.0K | 0.06% | 00.0% | Unchanged |
| IAM Advisory, LLC | 11,945 | $984.0K | 0.39% | +1,398+13.3% | Added |
| Global Trust Asset Management, LLC | 12,860 | $986.0K | 0.39% | −3,030−19.1% | Reduced |
| Charter Oak Capital Management, LLC | 12,876 | $987.0K | 0.11% | +22+0.2% | Added |
| Chicago Partners Investment Group LLC | 12,918 | $988.0K | 0.07% | +71+0.6% | Added |
| Aurora Private Wealth, Inc. | 12,935 | $991.0K | 0.43% | −751−5.5% | Reduced |
| Nations Financial Group Inc, | 12,964 | $994.0K | 0.13% | +771+6.3% | Added |
| Acorn Financial Advisory Services Inc | 12,952 | $995.0K | 0.20% | −199−1.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,000 | $996.0K | 0.35% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 13,009 | $997.0K | 0.24% | −1,630−11.1% | Reduced |
| Bar Harbor Trust Services | 13,007 | $997.0K | 0.27% | −90−0.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 13,024 | $998.0K | 0.93% | +13,024 | New |
| Gilman Hill Asset Management, LLC | 13,035 | $999.0K | 0.22% | −119−0.9% | Reduced |
| Plancorp, LLC | 13,054 | $1.00M | 0.06% | +209+1.6% | Added |
| Allen Capital Group, LLC | 13,043 | $1.00M | 0.14% | +1,882+16.9% | Added |
| Platform Technology Partners | 13,073 | $1.00M | 0.44% | −10.0% | Reduced |
| IMS Capital Management | 13,091 | $1.00M | 0.52% | +978+8.1% | Added |
| Factorial Partners, LLC | 13,100 | $1.00M | 0.66% | +4,200+47.2% | Added |
| BSW Wealth Partners | 13,164 | $1.01M | 0.25% | −191−1.4% | Reduced |
| Eos Management, L.P. | 13,160 | $1.01M | 0.59% | 00.0% | Unchanged |
| HawsGoodwin Investment Management LLC | 13,180 | $1.01M | 0.29% | −234−1.7% | Reduced |
| Altavista Wealth Management, Inc. | 13,192 | $1.01M | 0.20% | +250+1.9% | Added |
| Exencial Wealth Advisors, LLC | 13,186 | $1.01M | 0.05% | +2,852+27.6% | Added |
| Latitude Advisors, LLC | 13,226 | $1.01M | 0.28% | +1,109+9.2% | Added |
| Saturna Capital CORP | 13,248 | $1.01M | 0.02% | +1,693+14.7% | Added |
| Commerzbank Aktiengesellschaft | 13,260 | $1.02M | 0.06% | −750−5.4% | Reduced |
| Pinnacle Holdings, LLC | 13,284 | $1.02M | 0.43% | +28+0.2% | Added |
| Acropolis Investment Management, LLC | 13,369 | $1.02M | 0.09% | +3,483+35.2% | Added |
| Absher Wealth Management, LLC | 13,427 | $1.03M | 0.17% | +695+5.5% | Added |
| High Net Worth Advisory Group LLC | 13,421 | $1.03M | 0.36% | +13,421 | New |
| Advisor OS, LLC | 13,425 | $1.03M | 0.21% | +698+5.5% | Added |
| JB Capital LLC | 13,456 | $1.03M | 0.10% | +9,781+266.1% | Added |
| Legacy Financial Advisors, Inc. | 13,486 | $1.03M | 0.24% | +984+7.9% | Added |
| Regal Investment Advisors LLC | 13,524 | $1.04M | 0.09% | +579+4.5% | Added |
| BCS Wealth Management | 13,535 | $1.04M | 0.37% | +399+3.0% | Added |
| Boxwood Ventures, Inc. | 13,563 | $1.04M | 2.13% | 00.0% | Unchanged |