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 |
|---|---|---|---|---|---|
| Cordasco Financial Network | 24,924 | $1.91M | 1.19% | −353−1.4% | Reduced |
| Long Run Wealth Advisors, LLC | 24,998 | $1.91M | 0.66% | +24,998 | New |
| Compton Capital Management Inc | 25,025 | $1.92M | 0.50% | +734+3.0% | Added |
| Ellis Investment Partners, LLC | 25,132 | $1.93M | 0.44% | +1,374+5.8% | Added |
| Grace & White Inc | 25,159 | $1.93M | 0.36% | 00.0% | Unchanged |
| Bank Hapoalim BM | 25,161 | $1.93M | 0.19% | +3,896+18.3% | Added |
| Intrust Bank NA | 25,163 | $1.93M | 0.23% | −2,108−7.7% | Reduced |
| Northstar Group, Inc. | 25,199 | $1.93M | 0.46% | −18−0.1% | Reduced |
| Sargent Bickham Lagudis LLC | 25,203 | $1.93M | 0.15% | −85−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 25,346 | $1.94M | 0.26% | −560−2.2% | Reduced |
| New Potomac Partners, LLC | 25,395 | $1.95M | 1.26% | −365−1.4% | Reduced |
| Allworth Financial LP | 25,427 | $1.95M | 0.03% | +185+0.7% | Added |
| Callahan Advisors, LLC | 25,448 | $1.95M | 0.22% | +2,009+8.6% | Added |
| Rehmann Capital Advisory Group | 25,447 | $1.95M | 0.18% | −266−1.0% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,469 | $1.95M | 0.07% | −1,066−4.0% | Reduced |
| First Foundation Advisors | 25,516 | $1.96M | 0.07% | +2,711+11.9% | Added |
| Morse Asset Management, Inc | 25,565 | $1.96M | 0.44% | +65+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 25,696 | $1.97M | 0.21% | +487+1.9% | Added |
| Dynamic Advisor Solutions LLC | 25,724 | $1.97M | 0.14% | +2,671+11.6% | Added |
| Oak Harbor Wealth Partners, LLC | 25,737 | $1.97M | 0.68% | +25,737 | New |
| ARGI Investment Services, LLC | 25,811 | $1.98M | 0.06% | +1,269+5.2% | Added |
| Somerville Kurt F | 25,839 | $1.98M | 0.27% | −1,000−3.7% | Reduced |
| Sunflower Bank, N.A. | 25,864 | $1.98M | 0.27% | −70.0% | Reduced |
| Checchi Capital Advisers, LLC | 25,886 | $1.98M | 0.22% | −646−2.4% | Reduced |
| Sawyer & Company, Inc | 25,891 | $1.98M | 0.86% | −225−0.9% | Reduced |
| Fulcrum Asset Management LLP | – | $1.99M | 0.97% | – | – |
| Harbor Investment Advisory, LLC | 25,985 | $1.99M | 0.25% | +2,413+10.2% | Added |
| SeaBridge Investment Advisors LLC | 26,036 | $2.00M | 0.64% | −11,514−30.7% | Reduced |
| Stolper Co | 26,027 | $2.00M | 0.89% | −3,649−12.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 26,053 | $2.00M | 0.13% | −6,946−21.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 26,072 | $2.00M | 0.04% | +1,946+8.1% | Added |
| Members Capital Advisors Inc | 26,082 | $2.00M | 1.03% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 26,110 | $2.00M | 0.40% | +700+2.8% | Added |
| Shoker Investment Counsel, Inc. | 26,158 | $2.00M | 0.92% | −49−0.2% | Reduced |
| Orca Investment Management, LLC | 26,217 | $2.01M | 1.65% | +26,217 | New |
| Webster Bank, N. A. | 26,300 | $2.02M | 0.21% | +143+0.5% | Added |
| DAGCO, Inc. | 26,336 | $2.02M | 0.79% | −1,269−4.6% | Reduced |
| Brighton Jones LLC | 26,408 | $2.02M | 0.10% | −272−1.0% | Reduced |
| CPWM, LLC | 26,955 | $2.02M | 0.16% | 00.0% | Unchanged |
| Altium Wealth Management LLC | 26,564 | $2.04M | 0.13% | −195−0.7% | Reduced |
| Trustcore Financial Services, LLC | 26,593 | $2.04M | 0.23% | −3,455−11.5% | Reduced |
| CNB Bank | 26,659 | $2.04M | 1.12% | −109−0.4% | Reduced |
| Werlinich Asset Management, LLC | 26,695 | $2.05M | 1.49% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 26,720 | $2.05M | 0.26% | +227+0.9% | Added |
| LS Investment Advisors, LLC | 26,742 | $2.05M | 0.31% | −7,273−21.4% | Reduced |
| Duff & Phelps Investment Management Co | 26,812 | $2.06M | 0.02% | +198+0.7% | Added |
| Penobscot Investment Management Company, Inc. | 26,878 | $2.06M | 0.28% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 27,009 | $2.07M | 1.00% | −959−3.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 27,070 | $2.08M | 0.11% | +27,070 | New |
| Leonteq Securities AG | 27,075 | $2.08M | 0.09% | +21,019+347.1% | Added |
| Archer Investment Corp | 27,133 | $2.08M | 0.71% | +326+1.2% | Added |
| Mount Yale Investment Advisors, LLC | 27,223 | $2.09M | 0.22% | −1,056−3.7% | Reduced |
| Headinvest, LLC | 27,244 | $2.09M | 0.37% | −109−0.4% | Reduced |
| Meristem Family Wealth, LLC | 27,256 | $2.09M | 0.18% | −676−2.4% | Reduced |
| South State Corp. | 27,292 | $2.09M | 0.16% | +24+0.1% | Added |
| Peregrine Asset Advisers, Inc. | 27,286 | $2.09M | 0.85% | +27,286 | New |
| NTV Asset Management LLC | 27,307 | $2.09M | 0.35% | −102−0.4% | Reduced |
| Strategy Asset Managers LLC | 27,354 | $2.10M | 0.54% | −3,147−10.3% | Reduced |
| Western Wealth Management, LLC | 27,332 | $2.10M | 0.21% | +27,332 | New |
| TCG Advisory Services, LLC | 27,376 | $2.10M | 0.49% | +310+1.1% | Added |
| Csenge Advisory Group | 26,985 | $2.10M | 0.19% | −2,525−8.6% | Reduced |
| Hayek Kallen Investment Management | 27,641 | $2.12M | 0.76% | +960+3.6% | Added |
| International Assets Investment Management, LLC | 27,743 | $2.13M | 0.37% | −558−2.0% | Reduced |
| First Midwest Bank Trust Division | 27,849 | $2.13M | 0.27% | +621+2.3% | Added |
| Curbstone Financial Management Corp | 27,902 | $2.14M | 0.38% | +130+0.5% | Added |
| Regent Peak Wealth Advisors LLC | 27,949 | $2.14M | 0.58% | −4,719−14.4% | Reduced |
| Journey Advisory Group, LLC | 27,963 | $2.14M | 0.59% | +4,627+19.8% | Added |
| Janney Capital Management LLC | 28,012 | $2.15M | 0.14% | +206+0.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 28,144 | $2.15M | 1.38% | +28,144 | New |
| Sheaff Brock Investment Advisors, LLC | 28,176 | $2.16M | 0.19% | −1,254−4.3% | Reduced |
| BerganKDV Wealth Management, LLC | 28,219 | $2.16M | 0.23% | −277−1.0% | Reduced |
| Claraphi Advisory Network, LLC | 28,258 | $2.17M | 0.75% | +1,566+5.9% | Added |
| Welch Group, LLC | 28,429 | $2.18M | 0.13% | +90+0.3% | Added |
| Sterling Investment Advisors, Ltd. | 28,490 | $2.18M | 0.61% | −899−3.1% | Reduced |
| Emfo, LLC | 28,542 | $2.19M | 1.93% | −355−1.2% | Reduced |
| Resource Management, LLC | 28,665 | $2.20M | 0.23% | −26−0.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 28,678 | $2.20M | 0.49% | −66−0.2% | Reduced |
| Crossvault Capital Management LLC | 28,675 | $2.20M | 0.66% | +8,620+43.0% | Added |
| McMillion Capital Management Inc | 28,693 | $2.20M | 1.19% | −592−2.0% | Reduced |
| Private Management Group Inc | 28,715 | $2.20M | 0.09% | −200−0.7% | Reduced |
| Essex LLC | 28,901 | $2.21M | 0.59% | +1,895+7.0% | Added |
| Alliance Wealth Advisors, LLC | 28,919 | $2.22M | 1.80% | −156−0.5% | Reduced |
| Strategic Capital Advisers, Inc. | 29,074 | $2.23M | 1.60% | −1,062−3.5% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 29,130 | $2.23M | 1.15% | +413+1.4% | Added |
| Allegheny Financial Group LTD | 29,133 | $2.23M | 0.89% | +530+1.9% | Added |
| Hall Laurie J Trustee | 29,200 | $2.24M | 0.79% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 29,254 | $2.24M | 0.26% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 29,282 | $2.24M | 1.02% | −1,496−4.9% | Reduced |
| BFSG, LLC | 29,324 | $2.25M | 0.31% | −235−0.8% | Reduced |
| IFP Advisors, Inc | 29,337 | $2.25M | 0.04% | −731−2.4% | Reduced |
| Regis Management CO LLC | 29,368 | $2.25M | 0.37% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 29,411 | $2.25M | 0.25% | −1,875−6.0% | Reduced |
| Claybrook Capital, LLC | 29,409 | $2.25M | 1.06% | +99+0.3% | Added |
| DuPont Capital Management Corp | 29,491 | $2.26M | 0.08% | −4,877−14.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 29,564 | $2.27M | 0.40% | +1,093+3.8% | Added |
| Smithfield Trust Co | 29,534 | $2.27M | 0.14% | −295−1.0% | Reduced |
| First PREMIER Bank | 29,654 | $2.27M | 0.59% | −35−0.1% | Reduced |
| Quadrature Capital Ltd | 29,676 | $2.27M | 0.12% | −156,485−84.1% | Reduced |
| Blue Fin Capital, Inc. | 29,703 | $2.28M | 0.63% | −459−1.5% | Reduced |
| ExodusPoint Capital Management, LP | 29,737 | $2.28M | 0.03% | −104,127−77.8% | Reduced |