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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 90,800 | $6.96M | 3.23% | +26,050+40.2% | Added |
| First Nebraska Trust Co | 91,611 | $7.02M | 0.84% | +2,533+2.8% | Added |
| Boyd Watterson Asset Management LLC | 91,850 | $7.04M | 2.34% | +310+0.3% | Added |
| Naples Global Advisors, LLC | 91,898 | $7.04M | 0.82% | +3,161+3.6% | Added |
| Hi-Line Capital Management, LLC | 91,340 | $7.06M | 2.60% | +106+0.1% | Added |
| Diversified Trust Co | 92,314 | $7.08M | 0.23% | +3,246+3.6% | Added |
| QV Investors Inc. | 92,900 | $7.12M | 0.50% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 92,897 | $7.12M | 2.55% | +1,645+1.8% | Added |
| Keystone Financial Planning, Inc. | 92,950 | $7.12M | 2.43% | +2,968+3.3% | Added |
| Vestmark Advisory Solutions, Inc. | 93,211 | $7.14M | 0.40% | −1,322−1.4% | Reduced |
| Marco Investment Management LLC | 93,633 | $7.18M | 0.71% | +6,799+7.8% | Added |
| Cutler Capital Management, LLC | 93,800 | $7.19M | 2.62% | +2,150+2.3% | Added |
| Ledyard National Bank | 93,846 | $7.19M | 0.69% | +274+0.3% | Added |
| Avantax Advisory Services, Inc. | 94,000 | $7.20M | 0.11% | +7,820+9.1% | Added |
| Parsons Capital Management Inc | 94,232 | $7.22M | 0.52% | −195−0.2% | Reduced |
| New England Asset Management Inc | 94,325 | $7.23M | 0.11% | +5,160+5.8% | Added |
| Blueshift Asset Management, LLC | 94,816 | $7.27M | 0.64% | +83,203+716.5% | Added |
| Park Avenue Securities LLC | 95,087 | $7.29M | 0.13% | +6,617+7.5% | Added |
| Maryland Capital Management | 95,149 | $7.29M | 0.39% | +2,399+2.6% | Added |
| Verdence Capital Advisors LLC | 95,218 | $7.30M | 0.86% | −11,251−10.6% | Reduced |
| Strategic Advisors LLC | 95,560 | $7.32M | 1.04% | +53,929+129.5% | Added |
| Rafferty Asset Management, LLC | 96,828 | $7.42M | 0.04% | +5,685+6.2% | Added |
| GHP Investment Advisors, Inc. | 96,837 | $7.42M | 0.53% | +1,348+1.4% | Added |
| Round Hill Asset Management | 96,918 | $7.43M | 3.73% | −250−0.3% | Reduced |
| Winslow Asset Management Inc | 97,116 | $7.44M | 1.31% | +742+0.8% | Added |
| Circle Wealth Management, LLC | 97,605 | $7.48M | 0.98% | +6,210+6.8% | Added |
| Core Alternative Capital | 99,216 | $7.53M | 1.51% | +2,721+2.8% | Added |
| West Coast Financial LLC | 98,632 | $7.56M | 1.08% | −525−0.5% | Reduced |
| Hillman Capital Management, Inc. | 98,696 | $7.56M | 2.60% | −1,041−1.0% | Reduced |
| Kovitz Investment Group Partners, LLC | 93,160 | $7.62M | 0.18% | −69,336−42.7% | Reduced |
| Gabalex Capital Management LLC | 100,000 | $7.66M | 3.26% | −60,000−37.5% | Reduced |
| Canal Insurance CO | 100,000 | $7.66M | 2.26% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 100,211 | $7.68M | 0.37% | +2,051+2.1% | Added |
| Stockman Wealth Management, Inc. | 100,419 | $7.70M | 1.57% | +1,672+1.7% | Added |
| River Road Asset Management, LLC | 100,591 | $7.71M | 0.08% | −91,732−47.7% | Reduced |
| Busey Wealth Management | 100,625 | $7.71M | 0.29% | −1,056−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 100,783 | $7.72M | 0.26% | −857−0.8% | Reduced |
| Ethic Inc. | 101,086 | $7.75M | 0.60% | −1,586−1.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 95,425 | $7.78M | 0.11% | −96,693−50.3% | Reduced |
| Vident Investment Advisory, LLC | 101,818 | $7.80M | 0.20% | +13,958+15.9% | Added |
| Novare Capital Management LLC | 102,178 | $7.83M | 0.79% | +2,903+2.9% | Added |
| Griffin Asset Management, Inc. | 102,332 | $7.84M | 0.97% | +2,145+2.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 102,436 | $7.85M | 0.99% | −2,647−2.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 102,790 | $7.88M | 0.89% | +31,716+44.6% | Added |
| Trust Co of Vermont | 103,223 | $7.91M | 0.50% | +4,730+4.8% | Added |
| Matthew Goff Investment Advisor, LLC | 103,240 | $7.91M | 1.81% | −111−0.1% | Reduced |
| AlphaStar Capital Management, LLC | 97,337 | $7.92M | 0.63% | +6,108+6.7% | Added |
| Siemens Fonds Invest GmbH | 102,931 | $7.94M | 0.52% | +649+0.6% | Added |
| Bard Financial Services, Inc. | 103,633 | $7.94M | 0.64% | −109−0.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 103,643 | $7.94M | 1.57% | −4,330−4.0% | Reduced |
| Asset Planning Services, Ltd. | 103,953 | $7.97M | 3.68% | −2,152−2.0% | Reduced |
| Beacon Pointe Advisors, LLC | 104,079 | $7.98M | 0.21% | −13,150−11.2% | Reduced |
| Kinneret Advisory, LLC | 103,186 | $7.98M | 0.83% | 00.0% | Unchanged |
| Dowling & Yahnke LLC | 104,362 | $8.00M | 0.38% | −1,778−1.7% | Reduced |
| Cutler Investment Counsel LLC | 104,882 | $8.04M | 1.21% | +1,153+1.1% | Added |
| Lavaca Capital LLC | 105,082 | $8.05M | 3.57% | +60.0% | Added |
| Lynch & Associates | 105,070 | $8.05M | 1.90% | +2,862+2.8% | Added |
| Lee Danner & Bass Inc | 105,863 | $8.11M | 0.69% | −2,790−2.6% | Reduced |
| Ally Financial Inc. | 106,000 | $8.12M | 0.74% | −94,000−47.0% | Reduced |
| 1st Source Bank | 106,265 | $8.14M | 0.48% | −1,550−1.4% | Reduced |
| Grassi Investment Management | 106,749 | $8.18M | 0.83% | −1,099−1.0% | Reduced |
| Cheviot Value Management, LLC | 107,010 | $8.20M | 1.92% | +2,446+2.3% | Added |
| ARS Wealth Advisors Group, LLC | 107,139 | $8.21M | 1.38% | +6,252+6.2% | Added |
| Cumberland Partners Ltd | 107,165 | $8.21M | 0.58% | −10,220−8.7% | Reduced |
| Camden National Bank | 108,300 | $8.30M | 1.46% | −1,627−1.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 108,456 | $8.31M | 0.24% | −13,844−11.3% | Reduced |
| Hutchinson Capital Management | 109,096 | $8.36M | 1.86% | −1,365−1.2% | Reduced |
| National Asset Management, Inc. | 109,158 | $8.37M | 0.24% | +3,514+3.3% | Added |
| Wetherby Asset Management Inc | 109,182 | $8.37M | 0.47% | −510.0% | Reduced |
| Trust Co of Kansas | 109,650 | $8.40M | 4.45% | −2,526−2.3% | Reduced |
| Miramar Capital, LLC | 109,688 | $8.41M | 2.85% | +10,480+10.6% | Added |
| Robeco Schweiz AG | 109,836 | $8.42M | 0.11% | +379+0.3% | Added |
| Atlantic Union Bankshares Corp | 109,974 | $8.43M | 0.71% | +3,454+3.2% | Added |
| Bank of the West | 110,080 | $8.44M | 0.80% | +3,668+3.4% | Added |
| Williams Jones Wealth Management, LLC. | 110,633 | $8.48M | 0.11% | +4,742+4.5% | Added |
| Estabrook Capital Management | 110,699 | $8.48M | 1.20% | −1,256−1.1% | Reduced |
| SP Asset Management | 104,759 | $8.58M | 0.86% | +180.0% | Added |
| Bright Rock Capital Management, LLC | 112,000 | $8.58M | 1.95% | +40,000+55.6% | Added |
| Advisory Services Network, LLC | 112,025 | $8.59M | 0.25% | +160.0% | Added |
| Morgan Dempsey Capital Management LLC | 112,467 | $8.62M | 2.68% | −6,256−5.3% | Reduced |
| Fulton Bank, N.A. | 112,819 | $8.65M | 0.38% | −7,430−6.2% | Reduced |
| Parus Finance (UK) Ltd | 113,440 | $8.69M | 2.79% | −26,782−19.1% | Reduced |
| B. Riley Wealth Management, Inc. | 113,437 | $8.69M | 0.60% | −26,185−18.8% | Reduced |
| Jefferies Group LLC | 113,577 | $8.70M | 0.16% | −62,423−35.5% | Reduced |
| Privium Fund Management B.V. | 113,156 | $8.73M | 1.74% | +113,156 | New |
| Congress Wealth Management LLC | 114,869 | $8.80M | 0.18% | +114,869 | New |
| Evercore Wealth Management, LLC | 114,895 | $8.80M | 0.14% | −1,020−0.9% | Reduced |
| Simmons Bank | 115,435 | $8.85M | 0.62% | −1,918−1.6% | Reduced |
| 1832 Asset Management L.P. | 114,988 | $8.94M | 0.02% | −161,079−58.3% | Reduced |
| Hoylecohen, LLC | 117,201 | $8.98M | 0.75% | +4,042+3.6% | Added |
| Curi Capital | 117,243 | $8.98M | 1.55% | +117,243 | New |
| Barrett Asset Management, LLC | 118,451 | $9.08M | 0.34% | +11,443+10.7% | Added |
| Park National Corp | 118,665 | $9.09M | 0.35% | −7,259−5.8% | Reduced |
| Castleview Partners, LLC | 697,270 | $9.10M | 0.08% | +697,270 | New |
| Community Bank, N.A. | 118,967 | $9.12M | 1.05% | −8,198−6.4% | Reduced |
| ARS Investment Partners, LLC | 119,882 | $9.19M | 0.84% | +3,102+2.7% | Added |
| Bizma Investimentos Ltda | 120,000 | $9.20M | 5.39% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 120,019 | $9.20M | 0.34% | +108,754+965.4% | Added |
| Seven Eight Capital, LP | 120,204 | $9.21M | 1.65% | +120,204 | New |
| Central Trust Co | 120,946 | $9.27M | 0.26% | −1,951−1.6% | Reduced |