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 |
|---|---|---|---|---|---|
| Cohen Lawrence B | 4,370 | $335.0K | 0.13% | +1,280+41.4% | Added |
| Cottage Street Advisors LLC | 4,386 | $336.0K | 0.19% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 4,392 | $337.0K | 0.13% | −143−3.2% | Reduced |
| Ignite Planners, LLC | 4,120 | $337.0K | 0.22% | +4,120 | New |
| N.E.W. Advisory Services LLC | 4,407 | $338.0K | 0.05% | +1,198+37.3% | Added |
| Norway Savings Bank | 4,422 | $339.0K | 0.15% | −533−10.8% | Reduced |
| First Affirmative Financial Network | 4,466 | $342.0K | 0.31% | −246−5.2% | Reduced |
| Nicolet Bankshares Inc | 4,481 | $343.0K | 0.08% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 4,442 | $343.0K | 0.28% | +87+2.0% | Added |
| Wambolt & Associates, LLC | 4,482 | $344.0K | 0.12% | +10.0% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,490 | $344.0K | 0.07% | +10+0.2% | Added |
| UMA Financial Services, Inc. | 4,285 | $344.0K | 0.09% | +10+0.2% | Added |
| Peddock Capital Advisors, LLC | 4,486 | $344.0K | 0.11% | +152+3.5% | Added |
| M. Kulyk & Associates, LLC | 4,490 | $344.0K | 0.09% | +1,400+45.3% | Added |
| Berkeley Capital Partners, LLC | 4,523 | $347.0K | 0.14% | +1,347+42.4% | Added |
| Objective Capital Management, LLC | 4,534 | $348.0K | 0.25% | +4,534 | New |
| Neumann Capital Management, LLC | 4,557 | $349.0K | 0.14% | +100+2.2% | Added |
| Grandview Asset Management LLC | 4,555 | $349.0K | 0.14% | +228+5.3% | Added |
| Gagnon Securities LLC | 4,563 | $350.0K | 0.05% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 4,586 | $351.0K | 0.16% | −2,345−33.8% | Reduced |
| Davidson Trust Co | 4,572 | $351.0K | 0.24% | +40+0.9% | Added |
| Liberty Capital Management, Inc. | 4,598 | $352.0K | 0.09% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,608 | $353.0K | 0.06% | +1,907+70.6% | Added |
| Freedman Financial Associates, Inc. | 4,618 | $354.0K | 0.24% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 4,613 | $354.0K | 0.07% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 4,622 | $354.0K | 0.09% | +82+1.8% | Added |
| Resonant Capital Advisors, LLC | 4,598 | $355.0K | 0.05% | +1,120+32.2% | Added |
| Peterson Wealth Services | 4,635 | $355.0K | 0.24% | +4,635 | New |
| Baker Avenue Asset Management, LP | 4,651 | $356.0K | 0.02% | −572−11.0% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 4,639 | $356.0K | 0.02% | 00.0% | Unchanged |
| Burt Wealth Advisors | 4,657 | $357.0K | 0.12% | 00.0% | Unchanged |
| 360 Financial, Inc. | 4,655 | $357.0K | 0.16% | +3+0.1% | Added |
| Cardiff Park Advisors, LLC | 4,655 | $357.0K | 0.05% | +4,655 | New |
| Shilanski & Associates, Inc. | 4,676 | $358.0K | 0.15% | −597−11.3% | Reduced |
| SOL Capital Management CO | 4,676 | $358.0K | 0.06% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 4,536 | $358.0K | 0.07% | +47+1.0% | Added |
| 44 Wealth Management LLC | 4,689 | $359.0K | 0.12% | −2,290−32.8% | Reduced |
| BHK Investment Advisors, LLC | 4,678 | $359.0K | 0.14% | +160+3.5% | Added |
| Veracity Capital LLC | 4,687 | $359.0K | 0.14% | +544+13.1% | Added |
| Smith Shellnut Wilson LLC | 4,697 | $360.0K | 0.18% | +758+19.2% | Added |
| Taylor Wealth Management Partners | 4,693 | $360.0K | 0.13% | +1,379+41.6% | Added |
| 55I, LLC | 4,734 | $363.0K | 0.01% | −4,521−48.8% | Reduced |
| Aspen Investment Management Inc | 4,742 | $363.0K | 0.18% | −150−3.1% | Reduced |
| United Bank | 4,728 | $363.0K | 0.04% | −138−2.8% | Reduced |
| PDS Planning, Inc | 4,754 | $364.0K | 0.07% | −16−0.3% | Reduced |
| Pinnacle Bancorp, Inc. | 4,756 | $364.0K | 0.13% | +194+4.3% | Added |
| Archford Capital Strategies, LLC | 4,750 | $364.0K | 0.08% | +1,269+36.5% | Added |
| Wedge Capital Management L L P | 4,770 | $366.0K | 0.00% | +61+1.3% | Added |
| Ballast Advisors LLC | 4,777 | $366.0K | 0.14% | +775+19.4% | Added |
| Fox Run Management, L.L.C. | 4,770 | $366.0K | 0.22% | +4,770 | New |
| Greatmark Investment Partners, Inc. | 4,788 | $367.0K | 0.06% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,793 | $367.0K | 0.23% | +2,699+128.9% | Added |
| Alera Investment Advisors, LLC | 4,798 | $368.0K | 0.10% | −1,370−22.2% | Reduced |
| Westhampton Capital, LLC | 4,805 | $368.0K | 0.23% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 4,796 | $368.0K | 0.07% | +522+12.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 4,827 | $369.0K | 0.09% | +576+13.5% | Added |
| NTB Financial Corp | 4,810 | $369.0K | 0.26% | +4,810 | New |
| Rollins Financial | 4,824 | $370.0K | 0.11% | +4,824 | New |
| Hexagon Capital Partners LLC | 4,844 | $371.0K | 0.10% | +335+7.4% | Added |
| SRS Capital Advisors, Inc. | 4,851 | $372.0K | 0.05% | +4+0.1% | Added |
| Sather Financial Group Inc | 4,885 | $374.0K | 0.03% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 4,884 | $374.0K | 0.10% | +10+0.2% | Added |
| Somerset Trust Co | 4,875 | $374.0K | 0.14% | +78+1.6% | Added |
| Americana Partners, LLC | 4,889 | $374.0K | 0.07% | +1,311+36.6% | Added |
| HGK Asset Management Inc | 4,890 | $375.0K | 0.12% | −80−1.6% | Reduced |
| Financial Strategies Group, Inc. | 4,896 | $375.0K | 0.15% | −57−1.2% | Reduced |
| Lincoln Capital LLC | 4,912 | $376.0K | 0.09% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 4,909 | $376.0K | 0.18% | +20.0% | Added |
| Indiana Trust & Investment Management CO | 4,902 | $376.0K | 0.17% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 4,676 | $376.0K | 0.30% | +4,676 | New |
| Magnus Financial Group LLC | 4,923 | $377.0K | 0.07% | +172+3.6% | Added |
| One + One Wealth Management, LLC | 4,935 | $378.0K | 0.26% | −120−2.4% | Reduced |
| Advisor Resource Council | 4,923 | $378.0K | 0.03% | +4,923 | New |
| Schubert & Co | 4,932 | $378.0K | 0.38% | +4,932 | New |
| Maxele Advisors, LLC | 4,980 | $381.7K | 0.44% | +4,980 | New |
| Constitution Capital LLC | 4,985 | $382.0K | 0.20% | −465−8.5% | Reduced |
| Colonial River Wealth Management, LLC | 4,982 | $382.0K | 0.21% | +4,982 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,004 | $383.0K | 0.03% | −689−12.1% | Reduced |
| Hunter Associates Investment Management LLC | 5,000 | $383.0K | 0.11% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5,020 | $385.0K | 0.03% | +93+1.9% | Added |
| Lipe & Dalton | 5,020 | $385.0K | 0.18% | +475+10.5% | Added |
| Roble, Belko & Company, Inc | 5,043 | $386.0K | 0.07% | +79+1.6% | Added |
| Pennsylvania Capital Management Inc | 5,051 | $387.0K | 0.13% | −749−12.9% | Reduced |
| Relative Value Partners Group, LLC | 5,000 | $387.0K | 0.03% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 5,011 | $388.0K | 0.22% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 5,060 | $388.0K | 0.13% | +39+0.8% | Added |
| Roberts Glore & Co Inc | 5,082 | $389.0K | 0.10% | +12+0.2% | Added |
| Osterweis Capital Management Inc | 5,078 | $389.0K | 0.02% | +428+9.2% | Added |
| Lesa Sroufe & Co | 5,100 | $391.0K | 0.39% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 5,096 | $391.0K | 0.16% | +18+0.4% | Added |
| Machina Capital S.A.S. | 5,100 | $391.0K | 0.94% | +5,100 | New |
| Condor Capital Management | 5,121 | $392.0K | 0.04% | −917−15.2% | Reduced |
| InterOcean Capital Group, LLC | 5,116 | $392.0K | 0.02% | −280−5.2% | Reduced |
| Summit Asset Management, LLC | 5,113 | $392.0K | 0.11% | +101+2.0% | Added |
| Close Asset Management Ltd | 5,129 | $393.0K | 0.01% | −1,500−22.6% | Reduced |
| Clarus Group, Inc. | 5,248 | $393.0K | 0.26% | +15+0.3% | Added |
| Campion Asset Management LLC | 5,132 | $393.0K | 0.33% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 5,161 | $395.0K | 0.17% | −26,403−83.6% | Reduced |
| swisspartners Ltd. | 5,090 | $395.0K | 0.28% | 00.0% | Unchanged |
| Certified Advisory Corp | 5,165 | $396.0K | 0.09% | +178+3.6% | Added |