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 |
|---|---|---|---|---|---|
| South Street Advisors LLC | 3,700 | $284.0K | 0.05% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 3,720 | $285.0K | 0.01% | 00.0% | Unchanged |
| High Falls Advisors, Inc | 3,713 | $285.0K | 0.07% | +3+0.1% | Added |
| O'Keefe Stevens Advisory, Inc. | 3,716 | $285.0K | 0.13% | 00.0% | Unchanged |
| Diversified, LLC | 3,723 | $285.0K | 0.12% | +5+0.1% | Added |
| Gemmer Asset Management LLC | 3,713 | $285.0K | 0.03% | +20+0.5% | Added |
| McIlrath & Eck, LLC | 3,734 | $286.0K | 0.08% | +205+5.8% | Added |
| NewEdge Wealth, LLC | 3,742 | $287.0K | 0.01% | −973−20.6% | Reduced |
| Pasadena Private Wealth, LLC | 3,744 | $287.0K | 0.09% | +670+21.8% | Added |
| Financial Engines Advisors L.L.C. | 3,726 | $288.0K | 0.00% | −330−8.1% | Reduced |
| SkyOak Wealth, LLC | 3,760 | $288.0K | 0.07% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 3,758 | $288.0K | 0.23% | +3,758 | New |
| Fortitude Advisory Group L.L.C. | 3,757 | $289.0K | 0.15% | +3,757 | New |
| Pinnacle Wealth Management Group, Inc. | 3,784 | $290.0K | 0.21% | −1,346−26.2% | Reduced |
| Corsicana & Co. | 3,786 | $290.0K | 0.18% | −850−18.3% | Reduced |
| RWM Asset Management, LLC | 3,777 | $290.0K | 0.06% | −662−14.9% | Reduced |
| Beacon Financial Strategies CORP | 3,788 | $290.3K | 0.25% | +230+6.5% | Added |
| Dempze Nancy E | 3,812 | $291.0K | 0.20% | −58−1.5% | Reduced |
| Rockbridge Investment Management, LCC | 3,792 | $291.0K | 0.04% | +358+10.4% | Added |
| Hurlow Wealth Management Group, Inc. | 3,774 | $291.0K | 0.23% | +530+16.3% | Added |
| S&T Bank | 3,830 | $293.0K | 0.04% | −94−2.4% | Reduced |
| Tarbox Family Office, Inc. | 3,842 | $294.0K | 0.05% | −1,730−31.0% | Reduced |
| Omnia Family Wealth, LLC | 3,803 | $294.0K | 0.18% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,842 | $294.0K | 0.04% | +80+2.1% | Added |
| Rice Partnership, LLC | 3,841 | $294.0K | 0.08% | +70+1.9% | Added |
| Regatta Capital Group, LLC | 3,857 | $296.0K | 0.10% | +3,857 | New |
| Corrigan Financial, Inc. | 3,862 | $296.0K | 0.09% | +506+15.1% | Added |
| Rockwood Wealth Management, LLC | 3,865 | $296.2K | 0.13% | +3,865 | New |
| Page Arthur B | 3,886 | $298.0K | 0.20% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 3,888 | $298.0K | 0.00% | +10+0.3% | Added |
| EverSource Wealth Advisors, LLC | 3,896 | $298.0K | 0.08% | +3,896 | New |
| Bank of Nova Scotia Trust Co | 3,901 | $299.0K | 0.03% | −2−0.1% | Reduced |
| Green Square Capital Advisors LLC | 3,909 | $300.0K | 0.06% | −282−6.7% | Reduced |
| First American Trust, FSB | 3,908 | $300.0K | 0.04% | +1,010+34.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 3,924 | $301.0K | 0.06% | +1,789+83.8% | Added |
| Capital Market Strategies LLC | 3,921 | $301.0K | 0.25% | +3,921 | New |
| Mission Financial Group, LLC | 2,863 | $301.3K | 0.28% | +2,863 | New |
| Cutler Group LP | 3,964 | $303.0K | 0.02% | −53,320−93.1% | Reduced |
| Spectrum Management Group, LLC | 3,950 | $303.0K | 0.04% | +50+1.3% | Added |
| Vantage Financial Partners Ltd., Inc. | 3,950 | $303.0K | 0.15% | +50+1.3% | Added |
| Family Management Corp | 3,971 | $304.0K | 0.08% | −242−5.7% | Reduced |
| First Citizens Financial Corp | 3,965 | $304.0K | 0.22% | −103−2.5% | Reduced |
| Powell Investment Advisors, LLC | 3,950 | $305.0K | 0.17% | 00.0% | Unchanged |
| FORA Capital, LLC | 3,985 | $305.0K | 0.12% | +3,985 | New |
| Mendel Capital Management LLC | 3,982 | $305.0K | 0.28% | +3,982 | New |
| Capstone Wealth Management Group, LLC | 3,983 | $305.0K | 0.25% | +3,983 | New |
| Alethea Capital Management, LLC | 4,000 | $307.0K | 0.27% | −300−7.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 4,001 | $307.0K | 0.02% | +167+4.4% | Added |
| Legal Advantage Investments, Inc. | 4,000 | $307.0K | 0.21% | +4,000 | New |
| Highview Capital Management LLC | 4,009 | $307.0K | 0.20% | +4,009 | New |
| Relyea Zuckerberg Hanson LLC | 3,853 | $308.0K | 0.11% | +366+10.5% | Added |
| First United Bank Trust | 4,020 | $308.0K | 0.11% | +883+28.1% | Added |
| Legacy Wealth Planning, LLC | 4,047 | $310.0K | 0.35% | −21−0.5% | Reduced |
| Aldebaran Financial Inc. | 4,062 | $311.0K | 0.24% | +230+6.0% | Added |
| Keeler Thomas Management LLC | 4,081 | $312.0K | 0.14% | −43,295−91.4% | Reduced |
| Prentiss Smith & Co Inc | 4,067 | $312.0K | 0.15% | −80−1.9% | Reduced |
| Texas Capital Bancshares Inc | 4,071 | $312.0K | 0.19% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 4,073 | $312.0K | 0.08% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 4,081 | $313.0K | 0.06% | −941−18.7% | Reduced |
| Element Wealth, LLC | 4,086 | $313.0K | 0.24% | +62+1.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,095 | $314.0K | 0.05% | −227−5.3% | Reduced |
| Highlander Capital Management, LLC | 3,832 | $314.0K | 0.15% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 4,100 | $314.0K | 0.02% | +4,082+22,677.8% | Added |
| Flynn Zito Capital Management, LLC | 4,107 | $314.0K | 0.27% | +4,107 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 4,116 | $315.0K | 0.02% | −2,252−35.4% | Reduced |
| Northstar Asset Management Inc | 4,114 | $315.3K | 0.08% | −850−17.1% | Reduced |
| Johnson Bixby & Associates, LLC | 4,140 | $317.0K | 0.08% | −120−2.8% | Reduced |
| Northwest Investment Counselors, LLC | 4,145 | $318.0K | 0.08% | +11+0.3% | Added |
| Aberdeen Wealth Management LLC | 4,162 | $319.0K | 0.21% | −195−4.5% | Reduced |
| Financial Partners Group, Inc | 3,914 | $319.0K | 0.07% | +141+3.7% | Added |
| Norwood Financial Corp | 4,159 | $319.0K | 0.44% | +4,159 | New |
| Laraway Financial Inc | 4,160 | $319.0K | 0.28% | +4,160 | New |
| Millennium Capital Advisors, LLC | 4,168 | $319.5K | 0.25% | +4,168 | New |
| Schrum Private Wealth Management LLC | 4,164 | $320.0K | 0.29% | +4,164 | New |
| Kidder Stephen W | 4,175 | $321.0K | 0.10% | 00.0% | Unchanged |
| First National Bank | 4,185 | $321.0K | 0.28% | 00.0% | Unchanged |
| Capital Financial Services, LLC | 4,200 | $322.0K | 0.35% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 4,204 | $322.0K | 0.23% | +485+13.0% | Added |
| Byrne Asset Management LLC | 4,204 | $322.0K | 0.21% | +4,204 | New |
| JGP Global Gestao de Recursos Ltda. | 4,228 | $324.0K | 0.15% | −7−0.2% | Reduced |
| Orion Capital Management LLC | 4,230 | $324.0K | 0.18% | +500+13.4% | Added |
| Apella Capital, LLC | 4,247 | $325.0K | 0.04% | −700−14.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,243 | $325.0K | 0.20% | +250+6.3% | Added |
| First International Bank & Trust | 4,237 | $325.0K | 0.11% | +4,237 | New |
| Affinity Capital Advisors, LLC | 4,256 | $326.0K | 0.10% | +21+0.5% | Added |
| Howard Wealth Management, LLC | 4,266 | $326.0K | 0.17% | +70+1.7% | Added |
| CMG Global Holdings, LLC | 4,262 | $327.0K | 0.21% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 4,261 | $327.0K | 0.19% | +1,088+34.3% | Added |
| JSF Financial, LLC | 4,281 | $328.0K | 0.16% | −992−18.8% | Reduced |
| Asset Management Group, Inc. | 4,285 | $328.0K | 0.06% | −274−6.0% | Reduced |
| X-Square Capital, LLC | 4,290 | $329.0K | 0.17% | +211+5.2% | Added |
| Onyx Bridge Wealth Group LLC | 4,292 | $330.0K | 0.11% | −238−5.3% | Reduced |
| Firestone Capital Management | 4,309 | $330.0K | 0.10% | +116+2.8% | Added |
| Fortis Advisors, LLC | 4,319 | $331.0K | 0.19% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,333 | $332.0K | 0.08% | −66−1.5% | Reduced |
| Crew Capital Management, Ltd. | 4,345 | $333.0K | 0.28% | 00.0% | Unchanged |
| McAdam, LLC | 4,352 | $334.0K | 0.03% | +205+4.9% | Added |
| Sound Income Strategies, LLC | 4,363 | $334.0K | 0.04% | +1,271+41.1% | Added |
| Harfst & Associates, Inc. | 4,379 | $335.0K | 0.09% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,122 | $335.0K | 0.01% | +363+9.7% | Added |