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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 69,011 | $5.29M | 0.39% | +18,530+36.7% | Added |
| Narwhal Capital Management | 69,128 | $5.30M | 0.60% | +1,720+2.6% | Added |
| Bonness Enterprises Inc | 69,500 | $5.33M | 2.46% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 69,513 | $5.33M | 0.97% | +1,276+1.9% | Added |
| Courier Capital LLC | 69,516 | $5.33M | 0.50% | −290.0% | Reduced |
| Rossmore Private Capital | 69,869 | $5.36M | 0.84% | +16,778+31.6% | Added |
| Horizon Investments, LLC | 69,902 | $5.36M | 0.16% | +34,033+94.9% | Added |
| PointState Capital LP | 70,000 | $5.37M | 0.17% | −495,925−87.6% | Reduced |
| Tamarack Advisers, LP | 70,000 | $5.37M | 2.22% | +70,000 | New |
| Eliot Finkel Investment Counsel, LLC | 70,860 | $5.43M | 3.18% | −830−1.2% | Reduced |
| Rothschild Investment Corp | 71,324 | $5.47M | 0.42% | +2,493+3.6% | Added |
| Allied Investment Advisors, LLC | 71,330 | $5.47M | 1.87% | +5,194+7.9% | Added |
| Amica Mutual Insurance Co | 71,548 | $5.48M | 0.46% | −14,706−17.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 71,766 | $5.50M | 0.64% | +459+0.6% | Added |
| Alerus Financial NA | 71,780 | $5.50M | 0.45% | +22,197+44.8% | Added |
| XML Financial, LLC | 72,215 | $5.54M | 0.67% | +275+0.4% | Added |
| Twin Capital Management Inc | 72,262 | $5.54M | 0.55% | +5,865+8.8% | Added |
| Icon Wealth Partners, LLC | 72,762 | $5.58M | 0.56% | +1,269+1.8% | Added |
| Trust Co of Virginia | 73,136 | $5.61M | 0.56% | −411−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 73,143 | $5.61M | 0.34% | −46,043−38.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 73,141 | $5.61M | 0.54% | +55,650+318.2% | Added |
| Boit C F David | 73,199 | $5.61M | 3.56% | 00.0% | Unchanged |
| Opus Investment Management Inc | 73,400 | $5.63M | 0.80% | −3,700−4.8% | Reduced |
| Guyasuta Investment Advisors Inc | 73,619 | $5.64M | 0.37% | −3,255−4.2% | Reduced |
| One Capital Management, LLC | 73,684 | $5.65M | 0.43% | +2,070+2.9% | Added |
| Rathbone Brothers plc | 73,780 | $5.65M | 0.05% | +830+1.1% | Added |
| Moody National Bank Trust Division | 73,845 | $5.66M | 0.17% | −145,193−66.3% | Reduced |
| Deseret Mutual Benefit Administrators | 74,185 | $5.69M | 0.96% | +13,355+22.0% | Added |
| Anchor Investment Management, LLC | 74,828 | $5.73M | 0.71% | +12,010+19.1% | Added |
| Northwest Bancshares, Inc. | 74,922 | $5.74M | 1.13% | −718−0.9% | Reduced |
| Northeast Financial Consultants Inc | 75,038 | $5.75M | 0.35% | −1,152−1.5% | Reduced |
| FLC Capital Advisors | 75,050 | $5.75M | 1.60% | +1,477+2.0% | Added |
| Gluskin Sheff & Assoc Inc | 75,418 | $5.78M | 0.24% | +6,246+9.0% | Added |
| Lincoln National Corp | 75,977 | $5.82M | 0.12% | +1,999+2.7% | Added |
| Buckingham Strategic Wealth, LLC | 76,725 | $5.88M | 0.11% | +740+1.0% | Added |
| tru Independence LLC | 76,887 | $5.89M | 1.61% | −865−1.1% | Reduced |
| Jarislowsky, Fraser Ltd | 76,987 | $5.90M | 0.03% | −23,800−23.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 77,343 | $5.93M | 0.29% | −6,709−8.0% | Reduced |
| First Farmers & Merchants Bank / Trust | 77,403 | $5.93M | 5.90% | +77,403 | New |
| Mutual Advisors, LLC | 77,447 | $5.94M | 0.31% | +5,566+7.7% | Added |
| Buffington Mohr McNeal | 77,553 | $5.94M | 1.02% | +1,242+1.6% | Added |
| Beech Hill Advisors, Inc. | 77,934 | $5.97M | 2.27% | +581+0.8% | Added |
| Geneos Wealth Management Inc. | 78,607 | $6.03M | 0.23% | −7,348−8.5% | Reduced |
| Ashfield Capital Partners, LLC | 79,033 | $6.06M | 0.39% | −600−0.8% | Reduced |
| Spire Wealth Management | 79,092 | $6.06M | 0.13% | +17,464+28.3% | Added |
| Sigma Planning Corp | 79,226 | $6.07M | 0.17% | +2,417+3.1% | Added |
| Principle Wealth Partners LLC | 79,595 | $6.10M | 0.64% | +1,304+1.7% | Added |
| Coldstream Capital Management Inc | 79,659 | $6.11M | 0.19% | +27,358+52.3% | Added |
| NJ State Employees Deferred Compensation Plan | 80,252 | $6.15M | 0.77% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 81,164 | $6.22M | 1.51% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 80,469 | $6.22M | 0.36% | +13,747+20.6% | Added |
| Providence Capital Advisors, LLC | 81,228 | $6.22M | 1.72% | +409+0.5% | Added |
| Tompkins Financial Corp | 81,398 | $6.24M | 1.11% | +590+0.7% | Added |
| Ellsworth Advisors, LLC | 81,964 | $6.28M | 2.32% | +7,037+9.4% | Added |
| Augustine Asset Management Inc | 82,181 | $6.30M | 3.09% | +4,875+6.3% | Added |
| Adviser Investments LLC | 82,871 | $6.35M | 0.43% | −18,120−17.9% | Reduced |
| Evergreen Capital Management LLC | 83,028 | $6.36M | 0.25% | +4,588+5.8% | Added |
| Rodgers Brothers Inc. | 83,106 | $6.37M | 1.13% | −6,839−7.6% | Reduced |
| Dakota Wealth Management | 83,288 | $6.38M | 0.67% | −12,396−13.0% | Reduced |
| Private Advisory Group LLC | 83,335 | $6.39M | 1.31% | +20,463+32.5% | Added |
| Annex Advisory Services, LLC | 83,492 | $6.40M | 0.44% | +19,931+31.4% | Added |
| Advisor Partners LLC | 83,666 | $6.41M | 0.39% | −1,456−1.7% | Reduced |
| Cary Street Partners Asset Management LLC | 83,890 | $6.43M | 1.38% | −2,003−2.3% | Reduced |
| Sky Investment Group LLC | 84,038 | $6.44M | 1.30% | +339+0.4% | Added |
| Argyle Capital Management Inc. | 84,092 | $6.45M | 2.01% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 84,345 | $6.46M | 2.74% | +775+0.9% | Added |
| Perigon Wealth Management, LLC | 84,825 | $6.50M | 0.47% | −1,766−2.0% | Reduced |
| Corbenic Partners LLC | 84,195 | $6.51M | 1.26% | +5,464+6.9% | Added |
| W Advisors, LLC | 85,068 | $6.52M | 4.86% | +85,068 | New |
| Clifford Swan Investment Counsel LLC | 85,297 | $6.54M | 0.23% | −474−0.6% | Reduced |
| Security National Bank | 85,465 | $6.55M | 1.48% | +686+0.8% | Added |
| Toroso Investments, LLC | 85,702 | $6.57M | 0.20% | +34,233+66.5% | Added |
| Wedbush Securities Inc | 86,181 | $6.61M | 0.28% | −1,989−2.3% | Reduced |
| GAM Holding AG | 86,333 | $6.62M | 0.29% | −49,912−36.6% | Reduced |
| Ziegler Capital Management, LLC | 86,237 | $6.62M | 0.24% | +1,196+1.4% | Added |
| Canandaigua National Corp | 86,394 | $6.62M | 0.98% | +6,445+8.1% | Added |
| Buckley Wealth Management, LLC | 86,801 | $6.65M | 1.94% | −11,077−11.3% | Reduced |
| Mitchell Sinkler & Starr | 86,941 | $6.66M | 1.98% | +64,896+294.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 87,137 | $6.68M | 0.73% | −60−0.1% | Reduced |
| Desjardins Global Asset Management Inc. | 87,358 | $6.70M | 0.57% | +87,358 | New |
| Edge Capital Group, LLC | 87,363 | $6.70M | 0.48% | −1,124−1.3% | Reduced |
| Salem Capital Management Inc | 87,721 | $6.72M | 3.49% | −950−1.1% | Reduced |
| Cetera Advisors LLC | 87,872 | $6.74M | 0.14% | −12,022−12.0% | Reduced |
| Davy Global Fund Management Ltd | 88,057 | $6.75M | 1.03% | −14,219−13.9% | Reduced |
| Eagle Rock Investment Company, LLC | 88,173 | $6.76M | 1.29% | +88,173 | New |
| Alpine Woods Capital Investors, LLC | 88,261 | $6.76M | 0.67% | −249−0.3% | Reduced |
| KMG Fiduciary Partners, LLC | 88,294 | $6.77M | 1.05% | −2,034−2.3% | Reduced |
| Violich Capital Management, Inc. | 88,311 | $6.77M | 0.97% | +1,600+1.8% | Added |
| Johnson Investment Counsel Inc | 87,745 | $6.79M | 0.08% | +555+0.6% | Added |
| Investment House LLC | 88,566 | $6.79M | 0.44% | −10,240−10.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 88,789 | $6.80M | 0.71% | +1,597+1.8% | Added |
| HAP Trading, LLC | 88,886 | $6.81M | 0.47% | +514+0.6% | Added |
| Caption Management, LLC | 89,000 | $6.82M | 0.42% | −151,000−62.9% | Reduced |
| Capital Fund Management S.A. | 89,619 | $6.87M | 0.18% | +62,835+234.6% | Added |
| Clearstead Advisors, LLC | 89,856 | $6.89M | 0.47% | +2,469+2.8% | Added |
| Adalta Capital Management LLC | 89,235 | $6.89M | 3.18% | +13,125+17.2% | Added |
| Carret Asset Management, LLC | 90,137 | $6.91M | 0.76% | +2,230+2.5% | Added |
| Edgestream Partners, L.P. | 90,289 | $6.92M | 0.43% | +63,222+233.6% | Added |
| Live Oak Private Wealth LLC | 90,406 | $6.93M | 1.30% | +6,672+8.0% | Added |
| ICICI Prudential Asset Management Co Ltd | 90,606 | $6.94M | 0.86% | 00.0% | Unchanged |