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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.

Institutional holdersQ4 2021: 2,910 institutions
Q1 2021: 2,693 institutionsQ2 2021: 2,684 institutionsQ3 2021: 2,658 institutionsQ4 2021: 2,910 institutionsQ1 2022: 2,962 institutionsQ2 2022: 3,020 institutionsQ3 2022: 2,997 institutionsQ4 2022: 3,244 institutionsQ1 2023: 3,188 institutionsQ2 2023: 3,262 institutionsQ3 2023: 3,222 institutionsQ4 2023: 3,444 institutionsQ1 2024: 3,547 institutionsQ2 2024: 3,558 institutionsQ3 2024: 3,502 institutionsQ4 2024: 3,618 institutionsQ1 2025: 3,459 institutionsQ2 2025: 3,337 institutionsQ3 2025: 3,319 institutionsQ4 2025: 3,674 institutionsQ1 2026: 3,812 institutionsQ2 2026: 3,855 institutions
Value heldQ4 2021: $142.2B
Q1 2021: $143.2BQ2 2021: $144.3BQ3 2021: $138.8BQ4 2021: $142.2BQ1 2022: $152.1BQ2 2022: $171.5BQ3 2022: $162.7BQ4 2022: $212.2BQ1 2023: $205.1BQ2 2023: $222.8BQ3 2023: $197.7BQ4 2023: $211.6BQ1 2024: $256.9BQ2 2024: $242.3BQ3 2024: $221.8BQ4 2024: $196.9BQ1 2025: $177.7BQ2 2025: $155.9BQ3 2025: $159.8BQ4 2025: $206.6BQ1 2026: $231.9BQ2 2026: $254.3B
Institutions holding MRK and their total value by quarter
QuarterHoldersValue
Q2 20263,855$254.3B
Q1 20263,812$231.9B
Q4 20253,674$206.6B
Q3 20253,319$159.8B
Q2 20253,337$155.9B
Q1 20253,459$177.7B
Q4 20243,618$196.9B
Q3 20243,502$221.8B
Q2 20243,558$242.3B
Q1 20243,547$256.9B
Q4 20233,444$211.6B
Q3 20233,222$197.7B
Q2 20233,262$222.8B
Q1 20233,188$205.1B
Q4 20223,244$212.2B
Q3 20222,997$162.7B
Q2 20223,020$171.5B
Q1 20222,962$152.1B
Q4 20212,910$142.2B
Q3 20212,658$138.8B
Q2 20212,684$144.3B
Q1 20212,693$143.2B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q3 2021.

Institutions holding MRK in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Mraz, Amerine & Associates, Inc.2,666$204.0K0.05%00.0%Unchanged
Wallington Asset Management, LLC2,656$204.0K0.03%+2,643+20,330.8%Added
Fingerlakes Wealth Management, Inc.2,684$204.0K0.23%+2,684New
Triad Investment Management2,675$205.0K0.19%+2,675New
Cahaba Wealth Management, Inc.2,679$205.0K0.03%+2,679New
Elmwood Wealth Management, Inc.2,679$205.0K0.10%+2,679New
Mattern Capital Management, LLC2,683$206.0K0.04%00.0%Unchanged
Coastal Capital Group, Inc.2,704$207.0K0.05%+149+5.8%Added
Claris Advisors, LLC2,697$207.0K0.22%+2,697New
Consolidated Planning Corp2,710$208.0K0.13%00.0%Unchanged
McCollum Christoferson Group LLC2,720$208.0K0.05%+2,720New
Triton Wealth Management, PLLC2,635$209.0K0.11%−78−2.9%Reduced
Hamilton Wealth, LLC2,732$209.0K0.09%−20−0.7%Reduced
Randolph Co Inc2,726$209.0K0.03%00.0%Unchanged
Enterprise Bank & Trust Co2,731$209.0K0.07%−10.0%Reduced
Sage Private Wealth Group, LLC2,738$209.0K0.26%+116+4.4%Added
HM Capital Management, LLC2,747$211.0K0.08%+6+0.2%Added
Tradition Wealth Management, LLC2,752$211.0K0.03%+6+0.2%Added
JFG Wealth Management, LLC2,760$212.0K0.08%−59−2.1%Reduced
Five Oceans Advisors2,783$213.0K0.19%+53+1.9%Added
Armstrong Henry H Associates Inc2,795$214.0K0.02%00.0%Unchanged
TD Capital Management LLC2,790$214.0K0.02%+4+0.1%Added
Evolution Wealth Advisors, LLC2,786$214.0K0.04%+262+10.4%Added
MBE Wealth Management, LLC2,799$214.0K0.11%+2,799New
Osborne Partners Capital Management, LLC2,801$215.0K0.02%−219−7.3%Reduced
Bridge Advisory, LLC2,809$215.0K0.10%+2,809New
TriaGen Wealth Management LLC2,818$216.0K0.11%00.0%Unchanged
Waterfront Wealth Inc.2,817$216.0K0.09%+2,817New
Future Financial Wealth Managment LLC2,821$217.0K0.17%−85−2.9%Reduced
Thomas J. Herzfeld Advisors, Inc.2,830$217.0K0.08%00.0%Unchanged
Blue Square Asset Management, LLC2,832$217.0K0.13%00.0%Unchanged
Arbor Investment Advisors, LLC2,831$217.0K0.04%+18+0.6%Added
swisspartners Advisors Ltd2,790$217.0K0.15%00.0%Unchanged
Financial Planners of Cleveland, Inc.2,680$218.0K0.09%+2,680New
Powers Advisory Group, LLC2,848$218.0K0.15%+2,848New
Jump Financial, LLC2,858$219.0K0.01%−6,142−68.2%Reduced
Firethorn Wealth Partners, LLC2,862$219.0K0.16%+2,862New
Mount Vernon Associates Inc2,870$220.0K0.19%00.0%Unchanged
Financial Council Asset Management Inc2,873$220.0K0.26%+11+0.4%Added
Adell Harriman & Carpenter Inc2,881$220.8K0.02%−288−9.1%Reduced
Wagner Wealth Management, LLC2,883$221.0K0.17%+358+14.2%Added
Reik & Co., LLC2,889$221.0K0.05%00.0%Unchanged
PFS Partners, LLC2,891$221.5K0.16%+2,891New
Frank, Rimerman Advisors LLC2,894$221.8K0.07%+180+6.6%Added
Greenspring Advisors, LLC2,894$222.0K0.06%+2,894New
Adamsbrown Wealth Consultants LLC2,913$223.0K0.20%+2,913New
Cordatus Wealth Management LLC2,926$224.0K0.07%+268+10.1%Added
Jackson Creek Investment Advisors LLC2,917$224.0K0.08%+2,917New
Eagle Harbor Asset Management Inc2,924$224.1K0.30%+2,924New
Center For Asset Management LLC2,942$225.0K0.17%−1,134−27.8%Reduced
Rock Creek Group, LP2,941$225.0K0.03%−652−18.1%Reduced
Montis Financial, LLC2,949$226.0K0.16%00.0%Unchanged
Campbell Wealth Management2,943$226.0K0.03%+28+1.0%Added
Johanson Financial Advisors, Inc.2,947$226.0K0.07%+54+1.9%Added
Avestar Capital, LLC2,918$226.0K0.04%+71+2.5%Added
Horan Securities, Inc.2,953$226.0K0.14%+2,953New
Cooper/Haims Advisors, LLC2,956$227.0K0.14%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd2,965$227.0K0.05%+2,965New
DGS Capital Management, LLC2,966$227.0K0.14%+2,966New
LWM Advisory Services, LLC2,980$228.0K0.28%+2,980New
Carson Advisory Inc.2,977$228.0K0.23%+2,977New
Marietta Investment Partners LLC2,994$229.0K0.05%00.0%Unchanged
Graham Capital Management, L.P.2,989$229.0K0.01%+2,989New
Rise Advisors, LLC2,995$229.5K0.22%+2,995New
Gabelli & Co Investment Advisers, Inc.3,000$230.0K0.03%−444−12.9%Reduced
United Capital Management of KS, Inc.3,002$230.0K0.09%−392−11.5%Reduced
Robotti Robert3,000$230.0K0.05%00.0%Unchanged
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.3,000$230.0K0.04%00.0%Unchanged
Castle Rock Wealth Management, LLC2,874$230.0K0.09%+153+5.6%Added
Financial Management Professionals, Inc.3,000$230.0K0.05%+63+2.1%Added
Morris Financial Concepts, Inc.2,995$230.0K0.19%+2,995New
Itau Unibanco Holding S.A.2,991$231.0K0.01%+2,248+302.6%Added
Security National Bank of Sioux City Iowa3,038$233.0K0.16%00.0%Unchanged
Baltimore-Washington Financial Advisors, Inc.3,050$233.0K0.02%+150+5.2%Added
Harvest Fund Management Co., Ltd3,022$233.0K0.04%+1,792+145.7%Added
Bell Rock Capital LLC3,026$233.0K0.17%+3,026New
Spinnaker Investment Group, LLC2,867$233.0K0.08%+2,867New
Hills Bank & Trust Co3,052$234.0K0.03%+333+12.2%Added
Monument Capital Management3,071$235.0K0.07%−1,794−36.9%Reduced
D.B. Root & Company, LLC3,068$235.0K0.08%−460−13.0%Reduced
Stonehearth Capital Management, LLC3,065$235.0K0.12%00.0%Unchanged
Requisite Capital Management, LLC3,041$235.0K0.07%00.0%Unchanged
Quad-Cities Investment Group, LLC3,068$235.0K0.15%+85+2.8%Added
Amarillo National Bank3,056$235.0K0.05%+178+6.2%Added
Maryland Capital Advisors Inc.3,068$235.0K0.19%+3,068New
QP Wealth Management, LLC3,080$236.0K0.25%−10.0%Reduced
Howard Financial Services, Ltd.3,076$236.0K0.07%+302+10.9%Added
Security National Bank of So Dak3,076$236.0K0.16%+3,076New
Sovereign Financial Group, Inc.3,081$236.0K0.10%+3,081New
Woodard & Co Asset Management Group Inc3,097$237.0K0.11%−1,492−32.5%Reduced
Column Capital Advisors, LLC3,089$237.0K0.05%+9+0.3%Added
Diversified Portfolios, Inc.3,093$237.0K0.06%+3,093New
Rosenbaum Jay D.3,100$238.0K0.35%+3,100New
Cedrus LLC3,113$238.6K0.23%+3,113New
Guild Investment Management, Inc.3,132$240.0K0.24%00.0%Unchanged
RBA Wealth Management, LLC3,154$242.0K0.11%+3,154New
Tradewinds Capital Management, LLC3,166$243.0K0.04%+50+1.6%Added
Lowe Wealth Advisors, LLC3,169$243.0K0.11%+230+7.8%Added
Harvest Volatility Management LLC3,173$243.0K0.01%+3,173New
Mayfair Advisory Group, LLC3,089$244.0K0.32%+14+0.5%Added