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 |
|---|---|---|---|---|---|
| Chickasaw Capital Management LLC | 3,183 | $244.0K | 0.01% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 3,179 | $244.0K | 0.05% | +3,179 | New |
| Twin Focus Capital Partners, LLC | 3,185 | $244.0K | 0.05% | +3,185 | New |
| Private Capital Management LLC | 3,179 | $244.0K | 0.08% | +3,179 | New |
| William Allan, LLC | 3,182 | $244.0K | 0.17% | +3,182 | New |
| Triad Financial Advisors, Inc. | 3,188 | $244.0K | 0.14% | +3,188 | New |
| Goepper Burkhardt LLC | 3,202 | $245.0K | 0.15% | +29+0.9% | Added |
| Revolve Wealth Partners, LLC | 3,194 | $245.0K | 0.07% | +3,194 | New |
| Aaron Wealth Advisors | 3,219 | $246.0K | 0.07% | −565−14.9% | Reduced |
| Birchcreek Wealth Management, LLC | 3,212 | $246.0K | 0.21% | +3,212 | New |
| NFP Retirement, Inc. | 3,220 | $246.8K | 0.09% | +46+1.4% | Added |
| Lorne Steinberg Wealth Management Inc. | 3,223 | $247.0K | 0.11% | 00.0% | Unchanged |
| Titus Wealth Management | 3,255 | $249.0K | 0.11% | −215−6.2% | Reduced |
| Tortoise Investment Management, LLC | 3,246 | $249.0K | 0.05% | −10−0.3% | Reduced |
| Grant Street Asset Management, Inc. | 3,255 | $249.0K | 0.13% | +389+13.6% | Added |
| Pineno Levin & Ford Asset Management, Inc. | 3,250 | $249.0K | 0.07% | +3,250 | New |
| Symphony Financial, Ltd. Co. | 3,240 | $249.0K | 0.07% | +3,240 | New |
| CWS Financial Advisors, LLC | 3,250 | $249.0K | 0.09% | +3,250 | New |
| Bell Bank | 3,266 | $250.0K | 0.03% | −1,225−27.3% | Reduced |
| Lloyd Advisory Services, LLC. | 3,266 | $250.0K | 0.12% | −320−8.9% | Reduced |
| Well Done, LLC | 3,257 | $250.0K | 0.05% | +11+0.3% | Added |
| Sadoff Investment Management LLC | 3,262 | $250.0K | 0.01% | +3,262 | New |
| Bridgecreek Investment Management, LLC | 3,275 | $251.0K | 0.03% | −575−14.9% | Reduced |
| Sierra Capital LLC | 3,281 | $251.0K | 0.04% | +1,188+56.8% | Added |
| TD Ameritrade Investment Management, LLC | 3,283 | $252.0K | 0.00% | −4,459−57.6% | Reduced |
| Merriman Wealth Management, LLC | 3,285 | $252.0K | 0.02% | −299−8.3% | Reduced |
| Fundamentun, LLC | 3,303 | $253.0K | 0.04% | −4,797−59.2% | Reduced |
| NuWave Investment Management, LLC | 3,303 | $253.0K | 0.29% | +3,303 | New |
| Centerstone Investors, LLC | 3,300 | $253.0K | 0.22% | +3,300 | New |
| Lockerman Financial Group, Inc. | 3,298 | $253.0K | 0.66% | +3,298 | New |
| Bowen Hanes & Co Inc | 3,309 | $254.0K | 0.01% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 3,313 | $254.0K | 0.22% | +3,313 | New |
| Carolinas Wealth Consulting LLC | 3,314 | $256.0K | 0.06% | −1,143−25.6% | Reduced |
| Morris Retirement Advisors, LLC | 3,347 | $256.0K | 0.20% | +10.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,343 | $256.0K | 0.07% | +10+0.3% | Added |
| Sara-Bay Financial | 3,347 | $257.0K | 0.08% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,380 | $259.0K | 0.03% | 00.0% | Unchanged |
| Capital City Trust Co | 3,376 | $259.0K | 0.07% | +137+4.2% | Added |
| MBM Wealth Consultants, LLC | 3,382 | $259.0K | 0.11% | +687+25.5% | Added |
| Brooktree Capital Management | 3,398 | $260.0K | 0.16% | −48−1.4% | Reduced |
| One Charles Private Wealth Services, LLC | 3,389 | $260.0K | 0.15% | +2+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,393 | $260.0K | 0.12% | +1,993+142.4% | Added |
| Planned Solutions, Inc. | 3,393 | $260.0K | 0.18% | +3,393 | New |
| Payden & Rygel | 3,410 | $261.0K | 0.01% | −477,100−99.3% | Reduced |
| Fermata Advisors, LLC | 3,401 | $261.0K | 0.10% | −522−13.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,402 | $261.0K | 0.19% | −275−7.5% | Reduced |
| Next Capital Management LLC | 3,412 | $261.0K | 0.18% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 3,404 | $261.0K | 0.22% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 3,414 | $262.0K | 0.27% | −997−22.6% | Reduced |
| Prentice Wealth Management LLC | 3,394 | $262.0K | 0.12% | −25−0.7% | Reduced |
| ETF Store, Inc. | 3,377 | $263.0K | 0.20% | +3,377 | New |
| Traverso Chambers Private Wealth Management, LLC | 3,443 | $264.0K | 0.08% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 3,440 | $264.0K | 0.08% | +321+10.3% | Added |
| Independent Wealth Network Inc. | 3,457 | $265.0K | 0.16% | +21+0.6% | Added |
| Taurus Asset Management, LLC | 3,453 | $265.0K | 0.02% | −500−12.6% | Reduced |
| Kinloch Capital, LLC | 3,458 | $265.0K | 0.16% | +17+0.5% | Added |
| Archetype Wealth Partners | 3,456 | $265.0K | 0.08% | +40+1.2% | Added |
| Adams Chetwood Wealth Management LLC | 3,454 | $265.0K | 0.18% | +3,454 | New |
| Benin Management CORP | 3,473 | $266.0K | 0.08% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 3,470 | $266.0K | 0.05% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 3,469 | $266.0K | 0.05% | +3,469 | New |
| Kozak & Associates, Inc. | 3,430 | $267.0K | 0.17% | +17+0.5% | Added |
| Bellecapital International Ltd. | 3,490 | $267.0K | 0.08% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 3,484 | $267.0K | 0.22% | +3,484 | New |
| Financial Advisors, LLC | 3,501 | $268.0K | 0.08% | +154+4.6% | Added |
| GPS Wealth Strategies Group, LLC | 3,498 | $268.0K | 0.06% | +1,113+46.7% | Added |
| Quantinno Capital Management LP | 3,493 | $268.0K | 0.05% | +3,493 | New |
| Bank of Stockton | 3,515 | $269.0K | 0.08% | −5−0.1% | Reduced |
| MQS Management LLC | 3,509 | $269.0K | 0.43% | +3,509 | New |
| First National Bank of South Miami | 3,524 | $270.0K | 0.16% | −319−8.3% | Reduced |
| Horizon Investment Services, LLC | 3,529 | $270.0K | 0.12% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 3,525 | $270.0K | 0.19% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 3,527 | $270.0K | 0.18% | +36+1.0% | Added |
| AllSquare Wealth Management LLC | 3,535 | $271.0K | 0.16% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 3,530 | $271.0K | 0.05% | +3,530 | New |
| Executive Wealth Management, LLC | 3,568 | $273.0K | 0.03% | +99+2.9% | Added |
| Perritt Capital Management Inc | 3,565 | $273.0K | 0.14% | +263+8.0% | Added |
| Oak Asset Management, LLC | 3,560 | $273.0K | 0.10% | +3,560 | New |
| Cannon Financial Strategists, Inc. | 3,574 | $273.9K | 0.10% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 3,574 | $274.0K | 0.03% | −505−12.4% | Reduced |
| Vishria Bird Financial Group, LLC | 3,573 | $274.0K | 0.13% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 3,549 | $274.0K | 0.07% | +159+4.7% | Added |
| Vantage Consulting Group Inc | 3,579 | $274.0K | 0.07% | +260+7.8% | Added |
| White Lighthouse Investment Management Inc. | 3,569 | $274.0K | 0.07% | +425+13.5% | Added |
| Perennial Advisors, LLC | 3,574 | $274.0K | 0.07% | +3,574 | New |
| Syntax Advisors, LLC | 3,579 | $274.0K | 0.20% | +3,579 | New |
| Keystone Wealth Services, LLC | 3,574 | $274.0K | 0.11% | +3,574 | New |
| Cumberland Advisors Inc | 3,585 | $275.0K | 0.06% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,612 | $277.0K | 0.13% | −10−0.3% | Reduced |
| Somerset Group LLC | 3,613 | $277.0K | 0.19% | 00.0% | Unchanged |
| Single Point Partners, LLC | 3,632 | $278.0K | 0.07% | −914−20.1% | Reduced |
| McLean Asset Management Corp | 3,421 | $278.0K | 0.11% | −179−5.0% | Reduced |
| Prosperity Consulting Group, LLC | 3,386 | $278.0K | 0.21% | +3,386 | New |
| Bogart Wealth, LLC | 3,640 | $279.0K | 0.03% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 3,650 | $280.0K | 0.23% | +3,650 | New |
| Ironwood Investment Management LLC | 3,671 | $281.0K | 0.14% | 00.0% | Unchanged |
| Hayden Royal, LLC | 3,648 | $282.0K | 0.66% | +147+4.2% | Added |
| American Trust Investment Advisors, LLC | 3,678 | $282.0K | 0.14% | +215+6.2% | Added |
| Crown Wealth Group, LLC | 3,686 | $282.0K | 0.26% | +3,686 | New |
| Wade Financial Advisory, Inc | 3,711 | $284.0K | 0.15% | 00.0% | Unchanged |