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 |
|---|---|---|---|---|---|
| Blodgett Wealth Advisors, LLC | 18,638 | $1.43M | 1.12% | +18,638 | New |
| Guardian Investment Management | 18,700 | $1.43M | 1.00% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 18,735 | $1.44M | 1.18% | +18,735 | New |
| Vectors Research Management, LLC | 18,752 | $1.44M | 0.30% | +828+4.6% | Added |
| Wellington Shields Capital Management, LLC | 18,771 | $1.44M | 0.18% | +9,687+106.6% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 18,802 | $1.44M | 0.47% | +18,802 | New |
| Triangle Securities Wealth Management | 18,873 | $1.45M | 0.45% | +567+3.1% | Added |
| Peak Asset Management, LLC | 18,904 | $1.45M | 0.33% | +250+1.3% | Added |
| Brave Asset Management Inc | 18,916 | $1.45M | 0.40% | −747−3.8% | Reduced |
| Connectus Wealth, LLC | 18,921 | $1.45M | 0.06% | +18,921 | New |
| Telemus Capital, LLC | 18,989 | $1.46M | 0.12% | −637−3.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 18,987 | $1.46M | 0.48% | +835+4.6% | Added |
| Integrated Investment Consultants, LLC | 19,051 | $1.46M | 0.39% | −151−0.8% | Reduced |
| Mason Investment Advisory Services, Inc. | 19,107 | $1.46M | 0.12% | +314+1.7% | Added |
| Pictet Bank & Trust Ltd | 19,115 | $1.47M | 0.76% | −200−1.0% | Reduced |
| Albion Financial Group | 19,164 | $1.47M | 0.12% | −1,417−6.9% | Reduced |
| Windsor Capital Management, LLC | 19,235 | $1.47M | 0.44% | +413+2.2% | Added |
| Integrated Advisors Network LLC | 19,234 | $1.47M | 0.09% | +1,833+10.5% | Added |
| Enterprise Financial Services Corp | 19,274 | $1.48M | 0.23% | −1,865−8.8% | Reduced |
| Longfellow Investment Management Co LLC | 19,286 | $1.48M | 0.24% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 19,394 | $1.49M | 0.12% | +1,951+11.2% | Added |
| West Paces Advisors Inc. | 19,456 | $1.49M | 0.47% | −487−2.4% | Reduced |
| Wulff, Hansen & Co. | 19,485 | $1.49M | 1.29% | +19,485 | New |
| Montecito Bank & Trust | 19,496 | $1.49M | 0.26% | −151−0.8% | Reduced |
| Ti-Trust, Inc | 19,520 | $1.50M | 1.34% | +19,520 | New |
| Financial Sense Advisors, Inc. | 19,533 | $1.50M | 0.52% | +2,182+12.6% | Added |
| Roosevelt Investment Group LLC | 19,537 | $1.50M | 0.08% | +7,708+65.2% | Added |
| American Research & Management Co. | 19,546 | $1.50M | 0.32% | +325+1.7% | Added |
| Seelaus Asset Management LLC | 19,585 | $1.50M | 0.81% | +19,585 | New |
| Lloyd Park, LLC | 19,600 | $1.50M | 1.19% | +19,600 | New |
| Beaton Management Co. Inc. | 19,610 | $1.50M | 0.90% | −300−1.5% | Reduced |
| Range Financial Group LLC | 19,624 | $1.50M | 0.99% | +2,472+14.4% | Added |
| Prelude Capital Management, LLC | 19,627 | $1.50M | 0.07% | +14,464+280.1% | Added |
| Mastrapasqua Asset Management Inc | 19,664 | $1.51M | 0.15% | +549+2.9% | Added |
| United Community Bank | 19,713 | $1.51M | 1.51% | +19,713 | New |
| Trust Co | 19,796 | $1.52M | 0.35% | −533−2.6% | Reduced |
| Bluefin Capital Management, LLC | 19,828 | $1.52M | 0.12% | +4,541+29.7% | Added |
| Zurich Insurance Group Ltd | 19,900 | $1.52M | 0.02% | +19,900 | New |
| First Citizens Bank & Trust Co | 19,909 | $1.53M | 0.06% | −46,432−70.0% | Reduced |
| True North Advisors, LLC | 19,998 | $1.53M | 0.26% | +192+1.0% | Added |
| Woodline Partners LP | 20,024 | $1.53M | 0.02% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 20,030 | $1.53M | 1.12% | +710+3.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 20,100 | $1.54M | 0.10% | −361,282−94.7% | Reduced |
| MD Financial Management Inc. | 20,136 | $1.54M | 0.04% | −8,757−30.3% | Reduced |
| Graham Capital Wealth Management, LLC | 20,493 | $1.54M | 1.26% | +20,493 | New |
| Veriti Management LLC | 20,211 | $1.55M | 0.20% | −376−1.8% | Reduced |
| Family Capital Trust Co | 20,232 | $1.55M | 0.43% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 20,242 | $1.55M | 1.00% | +11+0.1% | Added |
| Convergence Investment Partners, LLC | 20,245 | $1.55M | 0.79% | −291−1.4% | Reduced |
| Jmac Enterprises LLC | 20,259 | $1.55M | 0.37% | +20,259 | New |
| Sculati Wealth Management, LLC | 20,271 | $1.55M | 0.75% | +1,033+5.4% | Added |
| MBB Public Markets I LLC | 20,339 | $1.56M | 0.03% | +20,339 | New |
| Insight Advisors, LLC | 20,349 | $1.56M | 0.46% | −318−1.5% | Reduced |
| Oakworth Capital, Inc. | 20,368 | $1.56M | 0.13% | +1,072+5.6% | Added |
| Independent Financial Group, LLC | 20,427 | $1.57M | 0.13% | +872+4.5% | Added |
| Premier Asset Management LLC | 20,443 | $1.57M | 0.27% | −14,661−41.8% | Reduced |
| Sutton Wealth Advisors Inc. | 20,465 | $1.57M | 0.52% | +202+1.0% | Added |
| Barings LLC | 20,500 | $1.57M | 0.04% | −1,106−5.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 20,510 | $1.57M | 0.89% | −120−0.6% | Reduced |
| Pure Financial Advisors, Inc. | 20,539 | $1.57M | 0.08% | +704+3.5% | Added |
| Parcion Private Wealth LLC | 19,418 | $1.58M | 0.14% | −53−0.3% | Reduced |
| Valmark Advisers, Inc. | 20,590 | $1.58M | 0.03% | +1,012+5.2% | Added |
| Pacific Global Investment Management CO | 20,615 | $1.58M | 0.29% | −1,673−7.5% | Reduced |
| Investors Asset Management of Georgia Inc | 20,612 | $1.58M | 0.75% | +1,500+7.8% | Added |
| Ridgecrest Wealth Partners, LLC | 20,704 | $1.59M | 0.77% | +350+1.7% | Added |
| Financial Architects, Inc | 20,732 | $1.59M | 0.21% | −434−2.1% | Reduced |
| Chicago Capital, LLC | 20,837 | $1.60M | 0.06% | +210+1.0% | Added |
| Cape Cod Five Cents Savings Bank | 20,897 | $1.60M | 0.15% | +156+0.8% | Added |
| Magnolia Capital Advisors LLC | 20,932 | $1.60M | 0.47% | +2,502+13.6% | Added |
| apricus wealth, LLC | 20,935 | $1.60M | 1.43% | +20,935 | New |
| RFG Advisory, LLC | 20,951 | $1.61M | 0.11% | +547+2.7% | Added |
| Silverlake Wealth Management LLC | 20,983 | $1.61M | 0.86% | +20,983 | New |
| Clarius Group, LLC | 20,988 | $1.61M | 0.13% | +768+3.8% | Added |
| Bridge Creek Capital Management LLC | 21,065 | $1.61M | 0.55% | −563−2.6% | Reduced |
| Altfest L J & Co Inc | 21,066 | $1.61M | 0.31% | −13,441−39.0% | Reduced |
| WBH Advisory Inc | 21,081 | $1.62M | 0.18% | +324+1.6% | Added |
| Herold Advisors, Inc. | 21,095 | $1.62M | 0.63% | +927+4.6% | Added |
| Assetmark, Inc | 21,096 | $1.62M | 0.01% | −334,748−94.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,116 | $1.62M | 0.95% | −388−1.8% | Reduced |
| Drexel Morgan & Co. | 21,205 | $1.63M | 0.47% | 00.0% | Unchanged |
| Forte Capital LLC | 21,246 | $1.63M | 0.21% | +90+0.4% | Added |
| WMS Partners, LLC | 21,379 | $1.64M | 0.35% | −3,060−12.5% | Reduced |
| Mather Group, LLC. | 21,402 | $1.64M | 0.03% | +1,517+7.6% | Added |
| Intrua Financial, LLC | 21,458 | $1.65M | 0.29% | +575+2.8% | Added |
| SlateStone Wealth, LLC | 21,491 | $1.65M | 0.35% | −221−1.0% | Reduced |
| Shufro Rose & Co LLC | 21,502 | $1.65M | 0.12% | 00.0% | Unchanged |
| LCNB Corp | 21,509 | $1.65M | 0.75% | +9,150+74.0% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 21,503 | $1.65M | 0.07% | +21,503 | New |
| Wallace Capital Management Inc. | 21,512 | $1.65M | 0.23% | −937−4.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 21,531 | $1.65M | 0.16% | +1,208+5.9% | Added |
| Regents of the University of California | 21,600 | $1.66M | 0.23% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 21,621 | $1.66M | 0.33% | +263+1.2% | Added |
| Malaga Cove Capital, LLC | 21,646 | $1.66M | 0.65% | +862+4.1% | Added |
| Baker Chad R | 21,700 | $1.66M | 0.34% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 21,727 | $1.67M | 0.14% | +1,064+5.1% | Added |
| Ascension Asset Management LLC | 21,766 | $1.67M | 0.99% | −200−0.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 21,781 | $1.67M | 0.55% | −40.0% | Reduced |
| Citizens National Bank Trust Department | 21,804 | $1.67M | 0.63% | −28,911−57.0% | Reduced |
| Cito Capital Group, LLC | 21,770 | $1.68M | 0.70% | +200+0.9% | Added |
| Quest Capital Management Inc | 21,981 | $1.69M | 0.29% | −1,026−4.5% | Reduced |