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 |
|---|---|---|---|---|---|
| Creegan & Nassoura Financial Group, LLC | 36,325 | $2.78M | 2.11% | +36,325 | New |
| Brewin Dolphin Ltd | 36,391 | $2.79M | 0.12% | −62,599−63.2% | Reduced |
| Princeton Global Asset Management LLC | 36,397 | $2.79M | 0.78% | −176−0.5% | Reduced |
| Huber Capital Management LLC | 36,393 | $2.79M | 0.73% | +100+0.3% | Added |
| Hudson Valley Investment Advisors Inc | 36,457 | $2.79M | 0.44% | −961−2.6% | Reduced |
| Leelyn Smith, LLC | 36,530 | $2.80M | 0.75% | +638+1.8% | Added |
| Aveo Capital Partners, LLC | 36,548 | $2.80M | 0.51% | +31,849+677.8% | Added |
| Sand Hill Global Advisors, LLC | 36,579 | $2.80M | 0.16% | +395+1.1% | Added |
| CCLA Investment Management Ltd | 36,656 | $2.81M | 0.05% | −219−0.6% | Reduced |
| Hancock Whitney Corp | 36,656 | $2.81M | 0.09% | +222+0.6% | Added |
| Robertson Stephens Wealth Management, LLC | 36,516 | $2.82M | 0.24% | +18,313+100.6% | Added |
| Marino, Stram & Associates LLC | 36,904 | $2.83M | 0.87% | +547+1.5% | Added |
| Strategic Wealth Partners, Ltd. | 36,938 | $2.83M | 0.54% | +36,938 | New |
| Gradient Investments LLC | 37,117 | $2.85M | 0.07% | −122,083−76.7% | Reduced |
| BKD Wealth Advisors, LLC | 37,153 | $2.85M | 0.12% | +1,549+4.4% | Added |
| Horan Capital Advisors, LLC. | 37,156 | $2.85M | 1.13% | −52−0.1% | Reduced |
| Gould Capital, LLC | 37,162 | $2.85M | 1.99% | +37,162 | New |
| Confluence Wealth Services, Inc. | 37,198 | $2.85M | 0.92% | +37,198 | New |
| SNS Financial Group, LLC | 37,281 | $2.86M | 0.33% | +1,053+2.9% | Added |
| Paradigm Asset Management Co LLC | 37,288 | $2.86M | 0.71% | +2,188+6.2% | Added |
| Nicollet Investment Management, Inc. | 37,379 | $2.87M | 1.15% | −628−1.7% | Reduced |
| Parallel Advisors, LLC | 37,392 | $2.87M | 0.11% | −3,933−9.5% | Reduced |
| St Germain D J Co Inc | 37,439 | $2.87M | 0.16% | −70−0.2% | Reduced |
| First Bank & Trust | 37,471 | $2.87M | 1.21% | −3,099−7.6% | Reduced |
| Game Creek Capital, LP | 37,500 | $2.87M | 1.44% | −5,750−13.3% | Reduced |
| American Portfolios Advisors | 37,502 | $2.87M | 0.10% | +7,251+24.0% | Added |
| Flagship Harbor Advisors, LLC | 37,577 | $2.88M | 0.27% | −2,485−6.2% | Reduced |
| Affinity Investment Advisors, LLC | 37,591 | $2.88M | 1.16% | −316−0.8% | Reduced |
| Trustmark National Bank Trust Department | 37,615 | $2.88M | 0.22% | −38,609−50.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 37,647 | $2.88M | 0.64% | +1,319+3.6% | Added |
| Stonebridge Capital Management Inc | 37,707 | $2.89M | 1.01% | −1,130−2.9% | Reduced |
| Charter Research & Investment Group, Inc. | 37,767 | $2.89M | 2.28% | +50+0.1% | Added |
| Wilkinson Global Asset Management LLC | 37,890 | $2.90M | 0.16% | +376+1.0% | Added |
| McGinn Investment Management, Inc. | 37,946 | $2.91M | 1.92% | −101−0.3% | Reduced |
| Linscomb & Williams, Inc. | 38,287 | $2.93M | 0.14% | +942+2.5% | Added |
| Cobblestone Capital Advisors LLC | 38,433 | $2.95M | 0.19% | +3,349+9.5% | Added |
| Keene & Associates, Inc. | 38,442 | $2.95M | 2.55% | +38,442 | New |
| ProVise Management Group, LLC | 38,615 | $2.96M | 0.27% | −64,308−62.5% | Reduced |
| Meridian Wealth Advisors, LLC | 38,673 | $2.96M | 0.72% | +2,027+5.5% | Added |
| Resources Investment Advisors, LLC. | 38,832 | $2.98M | 0.11% | +1,357+3.6% | Added |
| Empirical Finance, LLC | 38,869 | $2.98M | 0.35% | +6,847+21.4% | Added |
| Moneta Group Investment Advisors LLC | 38,922 | $2.98M | 0.12% | +2,589+7.1% | Added |
| Hilltop Holdings Inc. | 38,947 | $2.98M | 0.31% | +4,838+14.2% | Added |
| Ieq Capital, LLC | 39,012 | $2.99M | 0.07% | +1,245+3.3% | Added |
| Red Door Wealth Management, LLC | 39,010 | $2.99M | 0.98% | +4,533+13.1% | Added |
| Allen Investment Management LLC | 39,038 | $2.99M | 0.04% | +23,068+144.4% | Added |
| Ascent Group, LLC | 37,403 | $2.99M | 0.38% | +37,403 | New |
| Hengehold Capital Management LLC | 39,092 | $3.00M | 0.37% | +631+1.6% | Added |
| Marshall Wace, LLP | 39,087 | $3.00M | 0.01% | +36,573+1,454.8% | Added |
| Cox Capital Mgt LLC | 39,272 | $3.01M | 1.78% | −6,819−14.8% | Reduced |
| Sciencast Management LP | 39,323 | $3.02M | 0.53% | +39,323 | New |
| Palouse Capital Management, Inc. | 39,461 | $3.02M | 1.29% | −685−1.7% | Reduced |
| Essex Financial Services, Inc. | 39,457 | $3.02M | 0.30% | +304+0.8% | Added |
| Cary Street Partner Investment Advisory LLC | 39,487 | $3.03M | 0.84% | +4,132+11.7% | Added |
| Fiera Capital Corp | 39,559 | $3.03M | 0.01% | −4,483−10.2% | Reduced |
| GSB Wealth Management, LLC | 39,809 | $3.05M | 0.88% | +31,065+355.3% | Added |
| Burney Co | 39,818 | $3.05M | 0.13% | −333−0.8% | Reduced |
| Manchester Capital Management LLC | 39,914 | $3.06M | 0.40% | +718+1.8% | Added |
| White Pine Capital LLC | 40,138 | $3.08M | 0.91% | +1,410+3.6% | Added |
| Asio Capital, LLC | 40,183 | $3.08M | 0.96% | +2,180+5.7% | Added |
| Ironwood Investment Counsel, LLC | 40,217 | $3.08M | 0.70% | +1,187+3.0% | Added |
| Marietta Wealth Management, LLC | 40,293 | $3.09M | 0.62% | −1,230−3.0% | Reduced |
| Hotaling Investment Management, LLC | 40,310 | $3.09M | 1.07% | +26,300+187.7% | Added |
| Beddow Capital Management Inc | 40,378 | $3.10M | 1.76% | +631+1.6% | Added |
| Elgethun Capital Management | 40,495 | $3.10M | 1.08% | −2,228−5.2% | Reduced |
| Ropes Wealth Advisors LLC | 40,454 | $3.10M | 0.55% | −4,619−10.2% | Reduced |
| Texas Yale Capital Corp. | 40,553 | $3.11M | 0.16% | +742+1.9% | Added |
| J.P. Marvel Investment Advisors, LLC | 40,592 | $3.11M | 0.61% | 00.0% | Unchanged |
| Community Trust & Investment Co | 40,641 | $3.12M | 0.24% | +2,105+5.5% | Added |
| Chatham Capital Group, Inc. | 40,733 | $3.12M | 0.56% | −1,825−4.3% | Reduced |
| Cozad Asset Management Inc | 40,797 | $3.13M | 0.44% | −177−0.4% | Reduced |
| RMB Capital Management, LLC | 40,939 | $3.14M | 0.09% | +1,398+3.5% | Added |
| Hartford Financial Management Inc. | 41,062 | $3.15M | 0.73% | −5,777−12.3% | Reduced |
| First National Bank & Trust Co of Newtown | 41,113 | $3.15M | 0.61% | −500−1.2% | Reduced |
| Finer Wealth Management, Inc. | 41,095 | $3.15M | 2.61% | +41,095 | New |
| Court Place Advisors, LLC | 41,310 | $3.17M | 0.87% | −883−2.1% | Reduced |
| Appleton Partners Inc | 41,351 | $3.17M | 0.24% | +2,029+5.2% | Added |
| Harvey Capital Management Inc | 41,385 | $3.17M | 0.98% | +50+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 41,498 | $3.18M | 0.31% | +16,178+63.9% | Added |
| TFC Financial Management | 41,549 | $3.18M | 0.97% | +897+2.2% | Added |
| Alaska Permanent Fund Corp | 39,497 | $3.22M | 0.06% | +5,397+15.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 42,025 | $3.22M | 0.03% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 39,608 | $3.22M | 0.49% | +105+0.3% | Added |
| Howland Capital Management LLC | 42,096 | $3.23M | 0.16% | −768−1.8% | Reduced |
| IBM Retirement Fund | 42,196 | $3.23M | 0.40% | −29,341−41.0% | Reduced |
| SFMG, LLC | 42,236 | $3.24M | 0.31% | +3,824+10.0% | Added |
| Private Trust Co NA | 42,472 | $3.25M | 0.45% | −996−2.3% | Reduced |
| Cullinan Associates Inc | 42,523 | $3.26M | 0.17% | −68,210−61.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 42,792 | $3.27M | 0.74% | +682+1.6% | Added |
| Iowa State Bank | 42,644 | $3.27M | 0.77% | −683−1.6% | Reduced |
| Citizens Financial Group Inc | 43,366 | $3.27M | 0.11% | +247+0.6% | Added |
| Chilton Capital Management LLC | 42,746 | $3.28M | 0.17% | −1,100−2.5% | Reduced |
| Tyler-Stone Wealth Management | 42,745 | $3.28M | 1.74% | +42,745 | New |
| Bell & Brown Wealth Advisors, LLC | 42,790 | $3.28M | 1.58% | +4,861+12.8% | Added |
| Morningstar Investment Services LLC | 42,795 | $3.28M | 0.04% | +1,851+4.5% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 43,144 | $3.31M | 1.09% | −12,764−22.8% | Reduced |
| Whitener Capital Management, Inc. | 43,180 | $3.31M | 1.18% | +11,968+38.3% | Added |
| J. W. Coons Advisors, LLC | 40,910 | $3.33M | 1.01% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 43,637 | $3.34M | 1.03% | −1,521−3.4% | Reduced |
| Tudor Investment Corp Et Al | 43,699 | $3.35M | 0.06% | +43,699 | New |