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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 28,507 | $2.28M | 0.51% | +1,176+4.3% | Added |
| Proequities, Inc. | 29,569 | $2.29M | 0.13% | −3,606−10.9% | Reduced |
| Buckingham Capital Management, Inc. | 29,841 | $2.29M | 0.35% | −828−2.7% | Reduced |
| Secure Asset Management, LLC | 29,897 | $2.29M | 0.93% | +1,209+4.2% | Added |
| Golden State Equity Partners | 29,896 | $2.29M | 1.16% | +10,876+57.2% | Added |
| Plimoth Trust Co LLC | 29,935 | $2.29M | 0.58% | +589+2.0% | Added |
| Money Concepts Capital Corp | 29,941 | $2.29M | 0.19% | +29,941 | New |
| Donoghue Forlines LLC | 29,970 | $2.30M | 0.39% | +29,970 | New |
| Truehand, Inc | 29,998 | $2.30M | 1.35% | −2,600−8.0% | Reduced |
| Aries Wealth Management | 29,996 | $2.30M | 0.88% | 00.0% | Unchanged |
| SWS Partners | 30,044 | $2.30M | 1.31% | +121+0.4% | Added |
| Scissortail Wealth Management, LLC | 30,156 | $2.31M | 0.89% | +30,156 | New |
| Asset Dedication, LLC | 30,214 | $2.32M | 0.28% | +2,815+10.3% | Added |
| Soltis Investment Advisors LLC | 30,336 | $2.33M | 0.33% | +27,066+827.7% | Added |
| Johnson Financial Group, Inc. | 30,379 | $2.33M | 0.15% | −420−1.4% | Reduced |
| Wahed Invest LLC | 30,517 | $2.34M | 1.30% | +30,517 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 30,537 | $2.34M | 1.03% | +450+1.5% | Added |
| Credit Agricole S A | 30,654 | $2.35M | 0.08% | −2,874−8.6% | Reduced |
| Shepherd Financial Partners LLC | 30,717 | $2.35M | 0.41% | +1,056+3.6% | Added |
| AIMZ Investment Advisors, LLC | 30,719 | $2.35M | 0.92% | −16−0.1% | Reduced |
| Capital Investment Advisory Services, LLC | 30,768 | $2.36M | 0.28% | +2,586+9.2% | Added |
| Schnieders Capital Management LLC | 30,810 | $2.36M | 0.55% | −437−1.4% | Reduced |
| Cubic Asset Management, LLC | 30,854 | $2.37M | 0.54% | +242+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 30,893 | $2.37M | 0.68% | +525+1.7% | Added |
| Hudson Value Partners, LLC | 30,903 | $2.37M | 1.15% | +3,163+11.4% | Added |
| Loudon Investment Management, LLC | 31,016 | $2.38M | 1.52% | −69−0.2% | Reduced |
| AdvisorNet Financial, Inc | 31,134 | $2.39M | 0.15% | +1,617+5.5% | Added |
| Wealthcare Advisory Partners LLC | 31,128 | $2.39M | 0.14% | +10,340+49.7% | Added |
| Essex Savings Bank | 31,204 | $2.39M | 0.81% | −310−1.0% | Reduced |
| Abeille Asset Management SA | 31,313 | $2.40M | 0.56% | +31,313 | New |
| Ballentine Partners, LLC | 31,353 | $2.40M | 0.07% | +739+2.4% | Added |
| Mechanics Bank Trust Department | 31,383 | $2.41M | 0.36% | +90+0.3% | Added |
| Harbor Advisory Corp | 31,558 | $2.42M | 0.98% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 30,917 | $2.43M | 1.37% | −680−2.2% | Reduced |
| Patton Albertson Miller Group, LLC | 31,713 | $2.43M | 0.39% | −4,423−12.2% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $2.43M | 0.62% | 00.0% | Unchanged |
| Grove Bank & Trust | 31,756 | $2.43M | 0.46% | +996+3.2% | Added |
| EagleClaw Capital Managment, LLC | 31,782 | $2.44M | 0.53% | −1,275−3.9% | Reduced |
| Silvant Capital Management LLC | 31,545 | $2.44M | 0.42% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 31,993 | $2.45M | 0.04% | +1,576+5.2% | Added |
| Bailard, Inc. | 32,024 | $2.45M | 0.08% | −564−1.7% | Reduced |
| Andesa Financial Management Inc. | 32,027 | $2.46M | 1.21% | +1,392+4.5% | Added |
| Schmidt P J Investment Management Inc | 30,347 | $2.47M | 0.49% | −13,248−30.4% | Reduced |
| Inscription Capital, LLC | 32,182 | $2.49M | 0.68% | +2,601+8.8% | Added |
| Savant Capital, LLC | 32,498 | $2.49M | 0.08% | +760+2.4% | Added |
| Hudock, Inc. | 32,582 | $2.50M | 0.70% | −345−1.0% | Reduced |
| Signaturefd, LLC | 32,593 | $2.50M | 0.08% | −110.0% | Reduced |
| WC Walker & Associates, Inc. | 30,753 | $2.50M | 1.24% | +1,220+4.1% | Added |
| Advisory Resource Group | 30,746 | $2.50M | 0.84% | −55−0.2% | Reduced |
| BigSur Wealth Management LLC | 32,495 | $2.51M | 0.98% | 00.0% | Unchanged |
| Wealth Alliance | 32,960 | $2.53M | 0.51% | −984−2.9% | Reduced |
| Sawtooth Solutions, LLC | 32,968 | $2.53M | 0.28% | +9,592+41.0% | Added |
| Intersect Capital LLC | 33,088 | $2.54M | 0.47% | −19,541−37.1% | Reduced |
| Prestige Wealth Management Group LLC | 33,100 | $2.54M | 0.61% | +2,285+7.4% | Added |
| Ameritas Advisory Services, LLC | 33,162 | $2.54M | 0.09% | +33,162 | New |
| Legacy Private Trust Co. | 33,192 | $2.54M | 0.19% | −890−2.6% | Reduced |
| Spinnaker Trust | 33,216 | $2.55M | 0.16% | −166−0.5% | Reduced |
| Uncommon Cents Investing LLC | 33,313 | $2.55M | 0.96% | +179+0.5% | Added |
| Waldron Private Wealth LLC | 33,052 | $2.56M | 0.13% | +1,971+6.3% | Added |
| Synergy Financial Management, LLC | 33,367 | $2.56M | 0.61% | −9,568−22.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 33,367 | $2.56M | 0.08% | +3,840+13.0% | Added |
| Washington Trust Co | 33,447 | $2.56M | 0.10% | −9,878−22.8% | Reduced |
| Stonegate Investment Group, LLC | 33,838 | $2.59M | 0.11% | +33,838 | New |
| Clear Harbor Asset Management, LLC | 33,877 | $2.60M | 0.28% | +402+1.2% | Added |
| Means Investment Co., Inc. | 33,917 | $2.60M | 0.46% | −1,760−4.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $2.61M | 0.80% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 34,004 | $2.61M | 0.22% | +1,274+3.9% | Added |
| Harbour Capital Advisors, LLC | 34,259 | $2.63M | 0.65% | +231+0.7% | Added |
| Keebeck Wealth Management, LLC | 34,035 | $2.63M | 0.47% | +907+2.7% | Added |
| Chelsea Counsel Co | 34,357 | $2.63M | 1.14% | 00.0% | Unchanged |
| Graypoint LLC | 34,418 | $2.64M | 0.28% | +4,055+13.4% | Added |
| Murphy Pohlad Asset Management LLC | 34,543 | $2.65M | 1.04% | −430−1.2% | Reduced |
| IMA Wealth, Inc. | 34,581 | $2.65M | 0.59% | −2,327−6.3% | Reduced |
| Strategic Financial Services, Inc, | 34,598 | $2.65M | 0.20% | −590−1.7% | Reduced |
| Searle & Co. | 34,606 | $2.65M | 0.96% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 34,656 | $2.66M | 0.17% | +121+0.4% | Added |
| Westover Capital Advisors, LLC | 34,698 | $2.66M | 0.77% | +1,256+3.8% | Added |
| Moreno Evelyn V | 34,776 | $2.67M | 0.53% | +4,450+14.7% | Added |
| Pegasus Asset Management, Inc. | 34,868 | $2.67M | 1.10% | +564+1.6% | Added |
| Dorsey & Whitney Trust CO LLC | 34,919 | $2.68M | 0.22% | +2,025+6.2% | Added |
| Abbot Financial Management, Inc. | 34,973 | $2.68M | 1.20% | −1,376−3.8% | Reduced |
| Family Legacy, Inc. | 32,829 | $2.68M | 1.10% | +1,068+3.4% | Added |
| DT Investment Partners, LLC | 35,008 | $2.68M | 0.35% | −1,973−5.3% | Reduced |
| Glassy Mountain Advisors, Inc. | 35,153 | $2.69M | 1.39% | +35,153 | New |
| Foster & Motley Inc | 35,255 | $2.70M | 0.21% | +371+1.1% | Added |
| NEXT Financial Group, Inc | 35,344 | $2.71M | 0.18% | −1,938−5.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 35,397 | $2.71M | 0.06% | +20.0% | Added |
| Dean Investment Associates, LLC | 35,403 | $2.71M | 0.48% | +326+0.9% | Added |
| Thompson Investment Management, Inc. | 35,463 | $2.72M | 0.39% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 35,500 | $2.72M | 1.42% | −300−0.8% | Reduced |
| Holderness Investments Co | 35,565 | $2.73M | 0.80% | +772+2.2% | Added |
| Walter & Keenan Financial Consulting Co | 35,596 | $2.73M | 0.89% | +500+1.4% | Added |
| Modera Wealth Management, LLC | 35,687 | $2.73M | 0.10% | +6,877+23.9% | Added |
| Enterprise Trust & Investment Co | 35,725 | $2.74M | 0.96% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 35,765 | $2.74M | 1.89% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 36,000 | $2.76M | 0.32% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 36,013 | $2.76M | 0.48% | −2,032−5.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 35,943 | $2.76M | 0.13% | −2,720−7.0% | Reduced |
| TSP Capital Management Group, LLC | – | $2.77M | 0.92% | – | – |
| Pettee Investors, Inc. | 36,151 | $2.77M | 1.16% | 00.0% | Unchanged |