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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 841 | $64.0K | 0.02% | 00.0% | Unchanged |
| Karlinski Andrew C | 850 | $65.0K | 0.12% | +850 | New |
| Covestor Ltd | 859 | $66.0K | 0.09% | +859 | New |
| Danda Trouve Investment Management, Inc. | 877 | $67.0K | 0.08% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 931 | $71.0K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 983 | $75.0K | 0.05% | +983 | New |
| Marquette Asset Management, LLC | 990 | $76.0K | 0.02% | 00.0% | Unchanged |
| Laffer Tengler Investments | 1,000 | $76.6K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 999 | $77.0K | 0.00% | −591−37.2% | Reduced |
| Robbins Farley LLC | 1,000 | $77.0K | 0.06% | −250−20.0% | Reduced |
| Interactive Financial Advisors | 1,000 | $77.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,001 | $77.0K | 0.05% | +348+53.3% | Added |
| Bay Harbor Wealth Management, LLC | 994 | $77.0K | 0.03% | +913+1,127.2% | Added |
| Kelly Financial Services LLC | 1,008 | $77.3K | 0.04% | +31+3.2% | Added |
| Stephens Consulting, LLC | 1,054 | $80.8K | 0.07% | +1,054 | New |
| Arlington Partners LLC | 1,102 | $84.0K | 0.02% | +345+45.6% | Added |
| LFA - Lugano Financial Advisors SA | 1,116 | $86.0K | 0.05% | 00.0% | Unchanged |
| WFA Asset Management Corp | 1,126 | $86.3K | 0.06% | +1,126 | New |
| Hillsdale Investment Management Inc. | 1,154 | $88.0K | 0.01% | +1,154 | New |
| Accel Wealth Management | 1,158 | $89.0K | 0.04% | −98−7.8% | Reduced |
| Lumature Wealth Partners, LLC | 1,163 | $89.0K | 0.03% | +239+25.9% | Added |
| Newfound Research LLC | 1,173 | $90.0K | 0.11% | −396−25.2% | Reduced |
| Earnest Partners LLC | 1,183 | $91.0K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,189 | $91.0K | 0.00% | +1,189 | New |
| Turim 21 Investimentos Ltda. | 1,200 | $92.0K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,203 | $92.0K | 0.05% | +9+0.8% | Added |
| Aquatic Capital Management LLC | 1,200 | $92.0K | 0.18% | +1,200 | New |
| Essex Investment Management Co LLC | 1,219 | $93.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,225 | $94.0K | 0.09% | −86−6.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,220 | $94.0K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,231 | $94.0K | 0.08% | +1,205+4,634.6% | Added |
| Ford Financial Group, LLC | 1,232 | $94.0K | 0.03% | +1,232 | New |
| Ten Capital Wealth Advisors, LLC | 1,243 | $95.0K | 0.04% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,252 | $96.0K | 0.08% | +1,252 | New |
| Avion Wealth | 1,270 | $97.0K | 0.03% | +1+0.1% | Added |
| Baldrige Asset Management LLC | 1,277 | $98.0K | 0.04% | −49−3.7% | Reduced |
| West Financial Advisors, LLC | 1,286 | $99.0K | 0.03% | 00.0% | Unchanged |
| Knott David M Jr | 1,300 | $99.0K | 0.04% | +1,300 | New |
| Cassady Schiller Wealth Management, LLC | 1,307 | $100.0K | 0.06% | +1,307 | New |
| Pacific Center for Financial Services | 1,326 | $102.0K | 0.04% | 00.0% | Unchanged |
| Sanders Capital, LLC | 1,344 | $103.0K | 0.00% | −744,278−99.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 1,339 | $103.0K | 0.03% | −64−4.6% | Reduced |
| Core Wealth Advisors, Inc. | 1,389 | $106.0K | 0.06% | +600+76.0% | Added |
| Equitec Proprietary Markets, LLC | 1,418 | $109.0K | 0.06% | +1,418 | New |
| Ahrens Investment Partners LLC | 1,420 | $109.0K | 0.05% | +1,420 | New |
| Centerpoint Advisors, LLC | 1,467 | $112.0K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,500 | $115.0K | 0.03% | −19−1.3% | Reduced |
| Garde Capital, Inc. | 1,498 | $115.0K | 0.01% | +1,498 | New |
| Lee Financial Co | 1,510 | $116.0K | 0.02% | +746+97.6% | Added |
| Legacy Bridge, LLC | 1,526 | $117.0K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,553 | $119.0K | 0.06% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,630 | $125.0K | 0.02% | +130+8.7% | Added |
| NewSquare Capital LLC | 1,649 | $126.0K | 0.01% | +50+3.1% | Added |
| First Community Trust NA | 1,657 | $127.0K | 0.10% | +1,657 | New |
| Beaird Harris Wealth Management, LLC | 1,675 | $128.0K | 0.05% | +1,675 | New |
| Bellevue Asset Management, LLC | 1,795 | $138.0K | 0.08% | +3+0.2% | Added |
| Cascade Investment Advisors, Inc. | 1,805 | $138.4K | 0.08% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,841 | $141.0K | 0.06% | −2,000−52.1% | Reduced |
| Howe & Rusling Inc | 1,862 | $143.0K | 0.02% | −461−19.8% | Reduced |
| Seldon Capital LP | 1,873 | $144.0K | 0.09% | +1,873 | New |
| Cranbrook Wealth Management, LLC | 1,926 | $148.0K | 0.03% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,972 | $151.0K | 0.02% | +50+2.6% | Added |
| Gordian Capital Singapore Pte Ltd | 2,000 | $154.0K | 0.12% | +2,000 | New |
| Cohen & Steers, Inc. | 2,092 | $160.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,079 | $160.0K | 0.10% | +822+65.4% | Added |
| Timber Creek Capital Management LLC | 2,105 | $161.0K | 0.05% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,100 | $161.0K | 0.05% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,117 | $162.0K | 0.07% | +2,117 | New |
| Aua Capital Management, LLC | 2,154 | $165.0K | 0.10% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 2,178 | $166.9K | 0.09% | +10+0.5% | Added |
| O'Brien Wealth Partners LLC | 2,172 | $167.0K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,176 | $167.0K | 0.08% | +1,223+128.3% | Added |
| Truvestments Capital LLC | 2,209 | $169.0K | 0.08% | +244+12.4% | Added |
| HBC Financial Services, PLLC | 2,254 | $172.0K | 0.11% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,267 | $174.0K | 0.20% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,297 | $176.0K | 0.03% | +245+11.9% | Added |
| Crewe Advisors LLC | 2,329 | $178.0K | 0.04% | +2,204+1,763.2% | Added |
| Blue Bell Private Wealth Management, LLC | 2,342 | $179.0K | 0.05% | +2,342 | New |
| Annapolis Financial Services, LLC | 2,361 | $181.0K | 0.06% | −240−9.2% | Reduced |
| JJJ Advisors Inc. | 2,366 | $181.0K | 0.05% | −82−3.3% | Reduced |
| Atlantic Trust, LLC | 2,364 | $181.0K | 0.11% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,371 | $182.0K | 0.18% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,384 | $182.0K | 0.03% | +2,384 | New |
| Barnett & Company, Inc. | 2,395 | $184.0K | 0.13% | +2,395 | New |
| Eagle Bay Advisors LLC | 2,445 | $187.0K | 0.12% | −1,845−43.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,462 | $189.0K | 0.12% | 00.0% | Unchanged |
| Gladius Capital Management LP | 2,465 | $189.0K | 0.06% | +2,465 | New |
| Sandy Cove Advisors, LLC | 2,460 | $189.0K | 0.16% | +2,460 | New |
| State of Wyoming | 2,552 | $196.0K | 0.09% | −2,170−46.0% | Reduced |
| Financial Connections Group, Inc. | 2,593 | $198.0K | 0.19% | +2,593 | New |
| Rosenberg Matthew Hamilton | 2,601 | $199.0K | 0.07% | −224−7.9% | Reduced |
| RKL Wealth Management LLC | 2,613 | $200.0K | 0.02% | +2,613 | New |
| Gitterman Wealth Management, LLC | 2,619 | $200.0K | 0.15% | +2,619 | New |
| IPG Investment Advisors LLC | 2,597 | $201.0K | 0.04% | +2,597 | New |
| Bordeaux Wealth Advisors LLC | 2,624 | $201.0K | 0.09% | +2,624 | New |
| MAS Advisors LLC | 2,606 | $201.0K | 0.15% | +2,606 | New |
| TruWealth Advisors, LLC | 2,632 | $202.0K | 0.02% | −416−13.6% | Reduced |
| Towerpoint Wealth, LLC | 2,638 | $202.0K | 0.10% | −101−3.7% | Reduced |
| Capital Investment Services of America, Inc. | 2,668 | $204.0K | 0.02% | −200−7.0% | Reduced |
| Capital One Financial Corp | 2,666 | $204.0K | 0.02% | −135−4.8% | Reduced |