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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 13,545 | $1.04M | 0.23% | +1,597+13.4% | Added |
| Diligent Investors, LLC | 13,598 | $1.04M | 0.29% | −323−2.3% | Reduced |
| Lantz Financial LLC | 13,601 | $1.04M | 0.48% | −228−1.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 13,582 | $1.04M | 0.01% | +1,221+9.9% | Added |
| Auxano Advisors, LLC | 13,649 | $1.05M | 0.47% | +676+5.2% | Added |
| Bridgewater Advisors Inc. | 13,737 | $1.05M | 0.23% | −386−2.7% | Reduced |
| St. Louis Trust Co | 13,788 | $1.06M | 0.22% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 13,871 | $1.06M | 0.40% | −500−3.5% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 13,966 | $1.07M | 0.25% | +1,900+15.7% | Added |
| Meridian Wealth Management, LLC | 13,957 | $1.07M | 0.11% | +2,123+17.9% | Added |
| Richwood Investment Advisors, LLC | 13,955 | $1.07M | 0.94% | +13,955 | New |
| Independence Bank of Kentucky | 13,985 | $1.07M | 0.44% | +25+0.2% | Added |
| Northstar Asset Management LLC | 13,998 | $1.07M | 0.25% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 14,000 | $1.07M | 0.03% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 14,000 | $1.07M | 0.83% | +14,000 | New |
| Madison Wealth Management | 14,034 | $1.08M | 0.22% | +78+0.6% | Added |
| Franklin Street Advisors Inc | 14,056 | $1.08M | 0.08% | +395+2.9% | Added |
| Lindbrook Capital, LLC | 14,072 | $1.08M | 0.16% | +7,692+120.6% | Added |
| SkyView Investment Advisors, LLC | 13,466 | $1.08M | 0.24% | +6,249+86.6% | Added |
| IHT Wealth Management, LLC | 14,131 | $1.08M | 0.08% | +158+1.1% | Added |
| Dorchester Wealth Management Co | 14,128 | $1.08M | 0.21% | +350+2.5% | Added |
| Henshaw Capital LLC | 14,135 | $1.08M | 0.06% | +966+7.3% | Added |
| Parkside Financial Bank & Trust | 14,160 | $1.08M | 0.27% | −376−2.6% | Reduced |
| Abacus Planning Group, Inc. | 14,175 | $1.09M | 0.29% | +2,053+16.9% | Added |
| ETF Managers Group, LLC | 14,109 | $1.09M | 0.02% | −954−6.3% | Reduced |
| KCS Wealth Advisory | 14,195 | $1.09M | 0.44% | −105−0.7% | Reduced |
| Bull Street Advisors, LLC | 14,190 | $1.09M | 0.52% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 14,195 | $1.09M | 0.10% | +140+1.0% | Added |
| Arkadios Wealth Advisors | 14,237 | $1.09M | 0.15% | −1,395−8.9% | Reduced |
| First Command Financial Services, Inc. | 14,262 | $1.09M | 0.16% | +5,503+62.8% | Added |
| Navalign, LLC | 14,314 | $1.10M | 0.44% | −86−0.6% | Reduced |
| Harbour Investments, Inc. | 14,342 | $1.10M | 0.07% | −15,439−51.8% | Reduced |
| Levy Wealth Management Group, LLC | 14,360 | $1.10M | 0.50% | +61+0.4% | Added |
| Jag Capital Management, LLC | 14,407 | $1.10M | 0.08% | +2,783+23.9% | Added |
| Capital Advantage, Inc. | 13,552 | $1.10M | 0.26% | +1,524+12.7% | Added |
| CoreFirst Bank & Trust | 14,441 | $1.11M | 0.72% | −190−1.3% | Reduced |
| Lebenthal Global Advisors, LLC | 14,449 | $1.11M | 0.45% | +5,277+57.5% | Added |
| Meridian Financial, LLC | 14,434 | $1.11M | 1.03% | +14,434 | New |
| CRA Financial Services, LLC | 14,469 | $1.11M | 0.33% | +356+2.5% | Added |
| Valley National Advisers Inc | 14,481 | $1.11M | 0.20% | +439+3.1% | Added |
| Redmond Asset Management, LLC | 14,480 | $1.11M | 0.31% | +2,710+23.0% | Added |
| Tradewinds, LLC. | 10,184 | $1.11M | 1.31% | +10,184 | New |
| Barry Investment Advisors, LLC | 14,373 | $1.11M | 0.29% | +288+2.0% | Added |
| Wealth Architects, LLC | 14,577 | $1.12M | 0.20% | +273+1.9% | Added |
| Alaethes Wealth LLC | 14,620 | $1.12M | 0.71% | +1,497+11.4% | Added |
| McKinley Capital Management LLC /Delaware | 14,621 | $1.12M | 0.10% | +135+0.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,637 | $1.12M | 0.06% | +1,419+10.7% | Added |
| Northwest Capital Management Inc | 14,362 | $1.13M | 0.53% | +622+4.5% | Added |
| Cambridge Advisors Inc. | 14,773 | $1.13M | 0.26% | +283+2.0% | Added |
| Lake Street Financial LLC | 14,768 | $1.13M | 0.20% | +7,673+108.1% | Added |
| Noesis Capital Mangement Corp | 14,827 | $1.14M | 0.23% | −5,160−25.8% | Reduced |
| Centaurus Financial, Inc. | 14,823 | $1.14M | 0.09% | +688+4.9% | Added |
| Nicholas Hoffman & Company, LLC. | 14,849 | $1.14M | 0.04% | −124−0.8% | Reduced |
| West Family Investments, Inc. | 14,858 | $1.14M | 0.32% | −4,712−24.1% | Reduced |
| Nomura Holdings Inc | 14,545 | $1.14M | 0.01% | −6,106−29.6% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 14,392 | $1.14M | 0.48% | +175+1.2% | Added |
| Reuter James Wealth Management, LLC | 14,949 | $1.15M | 0.44% | +14,949 | New |
| Cornell Pochily Investment Advisors, Inc. | 14,990 | $1.15M | 0.45% | +368+2.5% | Added |
| Mirova | 15,019 | $1.15M | 0.14% | −22,558−60.0% | Reduced |
| Portland Global Advisors LLC | 15,093 | $1.16M | 0.19% | −10−0.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 15,101 | $1.16M | 0.57% | +667+4.6% | Added |
| Stableford Capital II LLC | 14,752 | $1.16M | 0.49% | +8,638+141.3% | Added |
| Pantheon Investment Group, LLC | 15,160 | $1.16M | 0.91% | −2,627−14.8% | Reduced |
| Bigelow Investment Advisors, LLC | 15,234 | $1.17M | 0.53% | +32+0.2% | Added |
| Segment Wealth Management, LLC | 15,271 | $1.17M | 0.12% | +2,778+22.2% | Added |
| Great Diamond Partners, LLC | 15,303 | $1.17M | 0.30% | −1,008−6.2% | Reduced |
| Total Clarity Wealth Management, Inc. | 15,353 | $1.18M | 0.53% | −217−1.4% | Reduced |
| Signature Wealth Management Partners, LLC | 15,368 | $1.18M | 1.00% | +50+0.3% | Added |
| Autumn Glory Partners, LLC | 15,388 | $1.18M | 0.49% | +15,388 | New |
| Center for Financial Planning, Inc. | 15,466 | $1.19M | 0.24% | +4,094+36.0% | Added |
| Financial Advisory Service, Inc. | 15,478 | $1.19M | 0.11% | −400−2.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 15,488 | $1.19M | 0.17% | −76−0.5% | Reduced |
| Hancock Whitney Investment Services Inc. | 15,499 | $1.19M | 0.21% | +15,499 | New |
| Chiron Capital Management, LLC | 15,601 | $1.20M | 0.86% | −7,899−33.6% | Reduced |
| Little House Capital LLC | 15,623 | $1.20M | 0.63% | −28−0.2% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 15,617 | $1.20M | 0.81% | +616+4.1% | Added |
| Formidable Asset Management, LLC | 15,581 | $1.20M | 0.23% | −383−2.4% | Reduced |
| Simon Quick Advisors, LLC | 15,646 | $1.20M | 0.32% | +7,244+86.2% | Added |
| Central Bank & Trust Co | 15,696 | $1.20M | 0.19% | +708+4.7% | Added |
| Old Point Trust & Financial Services N A | 15,699 | $1.20M | 0.48% | +400+2.6% | Added |
| Klingman & Associates, LLC | 15,728 | $1.21M | 0.10% | −474−2.9% | Reduced |
| Zeke Capital Advisors, LLC | 15,756 | $1.21M | 0.07% | −866−5.2% | Reduced |
| Ritholtz Wealth Management | 15,758 | $1.21M | 0.08% | +1,578+11.1% | Added |
| Home Federal Bank of Tennessee | 15,775 | $1.21M | 0.40% | +440+2.9% | Added |
| Doheny Asset Management | 15,795 | $1.21M | 0.85% | −1,100−6.5% | Reduced |
| Mattern Wealth Management LLC | 15,827 | $1.21M | 0.36% | +317+2.0% | Added |
| Gillespie Robinson & Grimm Inc | 15,875 | $1.22M | 0.09% | +476+3.1% | Added |
| Forum Financial Management, LP | 15,876 | $1.22M | 0.06% | +15,876 | New |
| Peterson Financial Group, Inc. | 15,901 | $1.22M | 0.99% | +15,901 | New |
| Gables Capital Management Inc. | 15,905 | $1.22M | 0.73% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 15,844 | $1.22M | 0.20% | +5,196+48.8% | Added |
| Tectonic Advisors LLC | 15,914 | $1.22M | 0.22% | +6,677+72.3% | Added |
| Visionary Wealth Advisors | 15,947 | $1.22M | 0.10% | +2,284+16.7% | Added |
| Pallas Capital Advisors LLC | 15,363 | $1.23M | 0.15% | −1,039−6.3% | Reduced |
| LVW Advisors, LLC | 16,037 | $1.23M | 0.21% | +424+2.7% | Added |
| PDT Partners, LLC | 16,037 | $1.23M | 0.09% | +16,037 | New |
| Ashburton (Jersey) Ltd | 16,078 | $1.23M | 0.52% | −4,195−20.7% | Reduced |
| West Branch Capital LLC | 16,082 | $1.23M | 0.52% | +471+3.0% | Added |
| Delta Asset Management LLC | 16,170 | $1.24M | 0.11% | +206+1.3% | Added |
| Connolly Sarah T. | 16,160 | $1.24M | 0.69% | +525+3.4% | Added |