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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 54,949 | $4.21M | 0.22% | −21,994−28.6% | Reduced |
| Greenleaf Trust | 55,068 | $4.22M | 0.05% | −1,602−2.8% | Reduced |
| Boston Family Office LLC | 55,197 | $4.23M | 0.28% | +340+0.6% | Added |
| Cypress Capital Group | 55,231 | $4.23M | 0.53% | +3,792+7.4% | Added |
| Tobam | 55,451 | $4.25M | 0.19% | +46,957+552.8% | Added |
| Jackson Wealth Management, LLC | 55,491 | $4.25M | 0.54% | +154+0.3% | Added |
| TrinityPoint Wealth, LLC | 55,578 | $4.26M | 0.76% | +36,901+197.6% | Added |
| Montgomery Investment Management Inc | 55,832 | $4.28M | 1.44% | −300−0.5% | Reduced |
| Brown Advisory Securities, LLC | 55,789 | $4.28M | 1.82% | −24,444−30.5% | Reduced |
| Level Four Advisory Services, LLC | 55,977 | $4.29M | 0.33% | +14,771+35.8% | Added |
| MainStreet Investment Advisors LLC | 56,236 | $4.31M | 0.38% | −1,495−2.6% | Reduced |
| Zions Bancorporation, N.A. | 56,580 | $4.34M | 0.38% | −10,058−15.1% | Reduced |
| Richard Bernstein Advisors LLC | 56,828 | $4.36M | 0.08% | 00.0% | Unchanged |
| Shorepoint Capital Partners LLC | 56,835 | $4.36M | 1.77% | +710+1.3% | Added |
| FRG Family Wealth Advisors LLC | 56,837 | $4.36M | 0.81% | +874+1.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 56,879 | $4.36M | 2.53% | −1,315−2.3% | Reduced |
| Jacobi Capital Management LLC | 56,879 | $4.36M | 0.52% | +3,442+6.4% | Added |
| Murphy Capital Management Inc | 56,994 | $4.37M | 0.47% | −569−1.0% | Reduced |
| Choate Investment Advisors | 57,147 | $4.38M | 0.26% | −878−1.5% | Reduced |
| Cigna Investments Inc | 57,387 | $4.40M | 0.35% | −20,193−26.0% | Reduced |
| Exane Derivatives | 57,438 | $4.40M | 1.07% | −4,987−8.0% | Reduced |
| Valeo Financial Advisors, LLC | 76,498 | $4.43M | 0.24% | −3,576−4.5% | Reduced |
| We Are One Seven, LLC | 57,877 | $4.44M | 0.46% | +10,893+23.2% | Added |
| Martin Capital Partners, LLC | 57,915 | $4.44M | 2.10% | −2,017−3.4% | Reduced |
| Carolina Wealth Advisors, LLC | 58,712 | $4.50M | 2.54% | −410−0.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 58,729 | $4.50M | 0.30% | −160−0.3% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 58,860 | $4.51M | 2.82% | +10,167+20.9% | Added |
| Twinbeech Capital LP | 58,908 | $4.51M | 0.26% | +58,908 | New |
| Boston Financial Mangement LLC | 59,017 | $4.52M | 0.16% | +980+1.7% | Added |
| Avantax Planning Partners, Inc. | 59,197 | $4.54M | 0.19% | +1,123+1.9% | Added |
| MMBG Investment Advisors Co. | 59,224 | $4.54M | 0.44% | +59,224 | New |
| Madison Asset Management, LLC | 59,659 | $4.57M | 0.06% | −954−1.6% | Reduced |
| Brick & Kyle, Associates | 59,715 | $4.58M | 2.14% | −2,332−3.8% | Reduced |
| Bridges Investment Management Inc | 59,995 | $4.60M | 0.13% | −3,755−5.9% | Reduced |
| Sepio Capital, LP | 60,148 | $4.61M | 0.35% | +1,972+3.4% | Added |
| Birmingham Capital Management Co Inc | 60,169 | $4.61M | 1.67% | −500−0.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 60,291 | $4.62M | 0.47% | −18,340−23.3% | Reduced |
| Kingsview Wealth Management, LLC | 60,408 | $4.63M | 0.19% | +970+1.6% | Added |
| HBK Sorce Advisory LLC | 60,531 | $4.64M | 0.23% | −7,609−11.2% | Reduced |
| Berkshire Bank | 60,716 | $4.65M | 1.03% | −138−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 60,819 | $4.66M | 0.51% | +7,029+13.1% | Added |
| Apollon Wealth Management, LLC | 60,849 | $4.66M | 0.37% | +21,613+55.1% | Added |
| PFS Investments Inc. | 60,872 | $4.67M | 0.09% | +3,986+7.0% | Added |
| Avitas Wealth Management LLC | 61,506 | $4.71M | 0.79% | +1,115+1.8% | Added |
| Chesley Taft & Associates LLC | 61,830 | $4.74M | 0.25% | +4,320+7.5% | Added |
| Capital Analysts, LLC | 61,862 | $4.74M | 0.29% | +569+0.9% | Added |
| Frontier Wealth Management LLC | 61,883 | $4.74M | 0.31% | −911−1.5% | Reduced |
| Capital Counsel LLC | 62,233 | $4.77M | 0.20% | −143−0.2% | Reduced |
| Barbara Oil Co. | 62,295 | $4.77M | 2.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 62,406 | $4.79M | 0.21% | +3,571+6.1% | Added |
| NBT Bank N A | 62,470 | $4.79M | 0.62% | +130.0% | Added |
| Hallmark Capital Management Inc | 62,555 | $4.79M | 0.38% | +1,019+1.7% | Added |
| Point72 Hong Kong Ltd | 62,727 | $4.81M | 0.40% | −85,704−57.7% | Reduced |
| JustInvest LLC | 62,731 | $4.81M | 0.28% | +18,364+41.4% | Added |
| Regent Investment Management LLC | 62,775 | $4.81M | 1.05% | +2,073+3.4% | Added |
| Chemung Canal Trust Co | 62,863 | $4.82M | 0.87% | −64,899−50.8% | Reduced |
| Covenant Asset Management, LLC | 62,911 | $4.82M | 1.30% | −110.0% | Reduced |
| VisionPoint Advisory Group, LLC | 61,511 | $4.83M | 2.11% | +2,656+4.5% | Added |
| Boston Research & Management Inc | 63,074 | $4.83M | 1.32% | +105+0.2% | Added |
| Institutional & Family Asset Management, LLC | 63,076 | $4.83M | 0.76% | +2,083+3.4% | Added |
| Trust Co of Toledo NA | 63,126 | $4.84M | 0.72% | −290.0% | Reduced |
| Seeyond | 63,330 | $4.85M | 0.45% | −36,395−36.5% | Reduced |
| Tower Bridge Advisors | 63,341 | $4.85M | 0.30% | −1,279−2.0% | Reduced |
| Bank Ozk | 63,341 | $4.86M | 1.98% | +319+0.5% | Added |
| Northeast Investment Management | 63,430 | $4.86M | 0.24% | +151+0.2% | Added |
| Mairs & Power Inc | 63,502 | $4.87M | 0.05% | −526−0.8% | Reduced |
| Azzad Asset Management Inc | 63,549 | $4.87M | 0.65% | −190−0.3% | Reduced |
| First American Bank | 63,775 | $4.89M | 0.26% | −553−0.9% | Reduced |
| Rothschild Capital Partners, LLC | 63,820 | $4.89M | 1.46% | +2,061+3.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 63,925 | $4.90M | 0.80% | +41,310+182.7% | Added |
| Royal Fund Management, LLC | 63,980 | $4.90M | 0.70% | −458−0.7% | Reduced |
| Redpoint Investment Management Pty Ltd | 64,012 | $4.91M | 0.39% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 64,028 | $4.91M | 2.21% | +277+0.4% | Added |
| Excalibur Management Corp | 64,097 | $4.91M | 1.98% | +305+0.5% | Added |
| Bank of Hawaii | 64,183 | $4.92M | 0.26% | −774−1.2% | Reduced |
| Zuckerman Investment Group, LLC | 64,196 | $4.92M | 0.76% | −2,512−3.8% | Reduced |
| Magnetar Financial LLC | 64,264 | $4.92M | 0.05% | +64,264 | New |
| Berger Financial Group, Inc | 64,484 | $4.94M | 0.66% | +5,122+8.6% | Added |
| Chicago Trust Co NA | 64,627 | $4.95M | 0.99% | +717+1.1% | Added |
| BTC Capital Management, Inc. | 64,778 | $4.97M | 0.49% | +1,250+2.0% | Added |
| Monte Financial Group, LLC | 64,907 | $4.97M | 2.62% | −1,911−2.9% | Reduced |
| Duality Advisers, LP | 64,942 | $4.98M | 0.54% | +64,942 | New |
| Pekin Hardy Strauss, Inc. | 64,991 | $4.98M | 0.68% | +1,664+2.6% | Added |
| HBW Advisory Services LLC | 65,464 | $5.02M | 1.17% | +3,030+4.9% | Added |
| KCM Investment Advisors LLC | 65,473 | $5.02M | 0.17% | +1,305+2.0% | Added |
| Studio Investment Management LLC | 65,590 | $5.03M | 1.81% | +2,355+3.7% | Added |
| Garland Capital Management Inc | 65,725 | $5.04M | 3.47% | −1,750−2.6% | Reduced |
| Mill Capital Management, LLC | 65,835 | $5.05M | 0.52% | +65,835 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 65,973 | $5.06M | 0.47% | +187+0.3% | Added |
| Wisconsin Capital Management LLC | 66,134 | $5.07M | 2.08% | +6,575+11.0% | Added |
| Cardinal Capital Management | 66,165 | $5.07M | 1.00% | −76−0.1% | Reduced |
| Flputnam Investment Management Co | 66,681 | $5.11M | 0.16% | +9,616+16.9% | Added |
| Venture Visionary Partners LLC | 68,220 | $5.17M | 0.34% | −1,960−2.8% | Reduced |
| Summit Financial Wealth Advisors, LLC | 67,327 | $5.18M | 1.00% | +6,882+11.4% | Added |
| Viking Fund Management LLC | 68,000 | $5.21M | 1.37% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 68,198 | $5.23M | 0.53% | −200−0.3% | Reduced |
| Profund Advisors LLC | 68,240 | $5.23M | 0.17% | +719+1.1% | Added |
| BLB&B Advisors, LLC | 68,527 | $5.25M | 0.34% | −28,304−29.2% | Reduced |
| Gibraltar Capital Management, Inc. | 68,985 | $5.29M | 2.40% | −2,858−4.0% | Reduced |
| Beach Investment Counsel Inc | 68,994 | $5.29M | 0.70% | 00.0% | Unchanged |