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 | 3,501 | $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, 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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 16,219 | $1.24M | 0.27% | +1,360+9.2% | Added |
| E&G Advisors, LP | 16,268 | $1.25M | 0.31% | −91−0.6% | Reduced |
| Smith, Moore & Co. | 16,308 | $1.25M | 0.17% | +1,008+6.6% | Added |
| St. Johns Investment Management Company, LLC | 16,331 | $1.25M | 0.64% | +862+5.6% | Added |
| Humankind Investments LLC | 16,330 | $1.25M | 0.50% | +1,233+8.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 16,350 | $1.25M | 0.80% | −185−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,376 | $1.25M | 0.27% | −1,024−5.9% | Reduced |
| Calamos Wealth Management LLC | 16,403 | $1.26M | 0.09% | +307+1.9% | Added |
| Principal Street Partners, LLC | 16,375 | $1.26M | 0.30% | +9,939+154.4% | Added |
| Whalerock Point Partners, LLC | 16,448 | $1.26M | 0.43% | +725+4.6% | Added |
| Endurance Wealth Management, Inc. | 16,453 | $1.26M | 0.14% | +525+3.3% | Added |
| Alan B. Lancz & Associates, Inc. | 16,460 | $1.26M | 1.10% | +16,460 | New |
| Wealth Effects LLC | 16,454 | $1.26M | 0.52% | +16,454 | New |
| Capital Asset Advisory Services LLC | 16,427 | $1.27M | 0.13% | +4,681+39.9% | Added |
| Weaver C. Barksdale & Associates, Inc. | 16,553 | $1.27M | 1.15% | +16,553 | New |
| Farmers National Bank | 16,595 | $1.27M | 0.42% | −6,023−26.6% | Reduced |
| Thomas White International Ltd | 16,609 | $1.27M | 0.20% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 16,625 | $1.27M | 0.18% | +16,625 | New |
| Cedar Wealth Management, LLC | 16,645 | $1.28M | 0.52% | +2,685+19.2% | Added |
| NCM Capital Management, LLC | 16,649 | $1.28M | 1.13% | +16,649 | New |
| Wimmer Associates 1, LLC | 16,677 | $1.28M | 0.69% | −575−3.3% | Reduced |
| Evermay Wealth Management LLC | 16,689 | $1.28M | 0.23% | −456−2.7% | Reduced |
| Proficio Capital Partners LLC | 16,720 | $1.28M | 0.18% | +82+0.5% | Added |
| Eagle Strategies LLC | 16,751 | $1.28M | 0.50% | +16,751 | New |
| City Holding Co | 16,785 | $1.28M | 0.21% | −5,017−23.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 16,782 | $1.29M | 0.09% | +713+4.4% | Added |
| Lindenwold Advisors | 16,784 | $1.29M | 0.75% | +16,784 | New |
| FWL Investment Management, LLC | 16,844 | $1.29M | 0.79% | −21,159−55.7% | Reduced |
| Change Path, LLC | 16,848 | $1.29M | 0.06% | +2,141+14.6% | Added |
| PBMares Wealth Management LLC | 16,868 | $1.29M | 0.55% | +320+1.9% | Added |
| Mystic Asset Management, Inc. | 16,872 | $1.29M | 0.61% | +16,872 | New |
| Hendershot Investments Inc. | 16,884 | $1.29M | 0.20% | +8,996+114.0% | Added |
| Joel Isaacson & Co., LLC | 16,906 | $1.30M | 0.09% | −218−1.3% | Reduced |
| BBR Partners, LLC | 16,948 | $1.30M | 0.15% | −1,333−7.3% | Reduced |
| Blue Edge Capital, LLC | 17,034 | $1.31M | 0.25% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 17,076 | $1.31M | 0.27% | −565−3.2% | Reduced |
| Aspiriant, LLC | 17,074 | $1.31M | 0.07% | +2,446+16.7% | Added |
| Lake Street Advisors Group, LLC | 17,147 | $1.31M | 0.08% | −337−1.9% | Reduced |
| Maple Capital Management, Inc. | 17,181 | $1.32M | 0.14% | −226−1.3% | Reduced |
| Camarda Financial Advisors, LLC | 17,186 | $1.32M | 0.75% | +1,065+6.6% | Added |
| Arvest Trust Co N A | 17,188 | $1.32M | 0.07% | +17,188 | New |
| Main Street Financial Solutions, LLC | 17,194 | $1.32M | 0.19% | +207+1.2% | Added |
| Brown, Lisle/Cummings, Inc. | 17,249 | $1.32M | 0.66% | +17,249 | New |
| Davidson Capital Management Inc. | 17,301 | $1.33M | 0.73% | +707+4.3% | Added |
| Cribstone Capital Management, LLC | 17,303 | $1.33M | 0.74% | +848+5.2% | Added |
| Engine No. 1 LLC | 17,306 | $1.33M | 0.27% | +3,661+26.8% | Added |
| Quadrant Private Wealth Management, LLC | 17,315 | $1.33M | 0.49% | +64+0.4% | Added |
| Crescent Grove Advisors, LLC | 17,209 | $1.33M | 0.12% | +442+2.6% | Added |
| American Trust | 17,362 | $1.33M | 0.10% | +17,362 | New |
| Cim Investment Mangement Inc | 17,398 | $1.33M | 0.40% | −309−1.7% | Reduced |
| Evernest Financial Advisors, LLC | 10,661 | $1.34M | 0.69% | +10,661 | New |
| Wright Investors Service Inc | 17,458 | $1.34M | 0.34% | +1,030+6.3% | Added |
| Jupiter Wealth Management LLC | 17,500 | $1.34M | 0.70% | −3,500−16.7% | Reduced |
| Moloney Securities Asset Management, LLC | 17,518 | $1.34M | 0.23% | −1,631−8.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 17,528 | $1.34M | 0.47% | −749−4.1% | Reduced |
| Argent Advisors, Inc. | 17,518 | $1.34M | 0.72% | +156+0.9% | Added |
| Avidian Wealth Solutions, LLC | 17,520 | $1.34M | 0.08% | +3,353+23.7% | Added |
| Columbia Trust Co 01012016 | 17,895 | $1.34M | 0.71% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 17,582 | $1.35M | 0.94% | +13+0.1% | Added |
| Fairfield, Bush & Co. | 17,595 | $1.35M | 0.65% | −16,124−47.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 17,625 | $1.35M | 1.26% | +17,625 | New |
| Baxter Bros Inc | 17,643 | $1.35M | 0.20% | −1,988−10.1% | Reduced |
| Kendall Capital Management | 17,638 | $1.35M | 0.64% | +1,400+8.6% | Added |
| Financial Advocates Investment Management | 17,671 | $1.35M | 0.10% | +311+1.8% | Added |
| First Hawaiian Bank | 17,692 | $1.36M | 0.04% | +714+4.2% | Added |
| Cornerstone Wealth Management, LLC | 17,695 | $1.36M | 0.13% | +1,556+9.6% | Added |
| Atlas Brown,Inc. | 17,776 | $1.36M | 0.53% | +352+2.0% | Added |
| Thrive Wealth Management, LLC | 17,882 | $1.37M | 0.47% | +17,882 | New |
| WSFS Capital Management, LLC | 17,885 | $1.37M | 0.52% | −2,905−14.0% | Reduced |
| Silicon Valley Community Foundation | 17,904 | $1.37M | 0.09% | +17,904 | New |
| Founders Financial Alliance, LLC | 17,941 | $1.38M | 0.55% | +331+1.9% | Added |
| First Business Financial Services, Inc. | 17,949 | $1.38M | 0.15% | +16+0.1% | Added |
| Insight Wealth Strategies, LLC | 17,952 | $1.38M | 0.20% | +3,020+20.2% | Added |
| Resources Management Corp | 17,989 | $1.38M | 0.18% | +975+5.7% | Added |
| Quest Investment Management LLC | 18,000 | $1.38M | 0.12% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 18,020 | $1.38M | 0.10% | −7,646−29.8% | Reduced |
| Grimes & Company, Inc. | 18,078 | $1.39M | 0.06% | −586−3.1% | Reduced |
| Hedges Asset Management LLC | 18,100 | $1.39M | 1.08% | +18,100 | New |
| Wintrust Investments LLC | 18,168 | $1.39M | 0.13% | +18,168 | New |
| Strengthening Families & Communities, LLC | 18,179 | $1.39M | 1.06% | +18,179 | New |
| Lifeworks Advisors, LLC | 18,184 | $1.39M | 1.11% | +18,184 | New |
| Capital Planning Advisors, LLC | 18,258 | $1.40M | 0.27% | −1,540−7.8% | Reduced |
| Keudell/Morrison Wealth Management | 18,270 | $1.40M | 0.55% | −62−0.3% | Reduced |
| Centric Wealth Management | 18,270 | $1.40M | 0.46% | +1,389+8.2% | Added |
| Ossiam | 18,275 | $1.40M | 0.04% | −38,232−67.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 18,201 | $1.40M | 0.03% | −25,389−58.2% | Reduced |
| Columbus Macro, LLC | 18,259 | $1.40M | 0.47% | −1,041−5.4% | Reduced |
| Roberts Wealth Advisors, LLC | 18,243 | $1.40M | 0.51% | +2,892+18.8% | Added |
| Martin & Co Inc | 18,326 | $1.41M | 0.32% | −34−0.2% | Reduced |
| StoneX Group Inc. | 18,171 | $1.41M | 0.16% | +6,588+56.9% | Added |
| Notis-McConarty Edward | 18,385 | $1.41M | 0.47% | −200−1.1% | Reduced |
| Meridian Financial Partners LLC | 17,330 | $1.41M | 0.95% | +908+5.5% | Added |
| Echo Street Capital Management LLC | 18,420 | $1.41M | 0.01% | +18,420 | New |
| Cornerstone Advisory, LLC | 18,463 | $1.42M | 0.20% | −2,080−10.1% | Reduced |
| HNP Capital LLC | 18,465 | $1.42M | 0.32% | +791+4.5% | Added |
| Nwam LLC | 18,470 | $1.42M | 0.11% | +3,328+22.0% | Added |
| McGowan Group Asset Management, Inc. | 18,556 | $1.42M | 0.25% | +13,927+300.9% | Added |
| Marcum Wealth, LLC | 18,583 | $1.42M | 0.20% | −2,077−10.1% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 18,624 | $1.43M | 1.36% | +18,624 | New |
| Spears Abacus Advisors LLC | 18,637 | $1.43M | 0.10% | +6,079+48.4% | Added |