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 |
|---|---|---|---|---|---|
| Mountain Pacific Investment Advisers Inc | 5,185 | $397.0K | 0.02% | −300−5.5% | Reduced |
| Ironwood Financial, llc | 5,183 | $397.0K | 0.11% | +3+0.1% | Added |
| Greenline Partners, LLC | 5,178 | $397.0K | 0.07% | 00.0% | Unchanged |
| First Personal Financial Services | 5,179 | $397.0K | 0.09% | +93+1.8% | Added |
| Tiedemann Advisors, LLC | 5,136 | $398.0K | 0.02% | −305−5.6% | Reduced |
| Acima Private Wealth, LLC | 5,198 | $398.0K | 0.17% | 00.0% | Unchanged |
| Annandale Capital, LLC | 5,191 | $398.0K | 0.18% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 5,188 | $398.0K | 0.25% | +1,392+36.7% | Added |
| Dillon & Associates Inc | 5,176 | $399.0K | 0.07% | −1,895−26.8% | Reduced |
| Antonetti Capital Management LLC | 5,231 | $401.0K | 0.31% | +825+18.7% | Added |
| Resolute Financial, LLC | 5,250 | $402.0K | 0.30% | +5,250 | New |
| Asset Allocation & Management Company, LLC | 5,253 | $403.0K | 0.14% | +5,253 | New |
| Farmers Trust Co | 5,276 | $404.0K | 0.08% | −30−0.6% | Reduced |
| Evoke Wealth, LLC | 6,215 | $404.0K | 0.01% | +17+0.3% | Added |
| Sigma Investment Counselors Inc | 5,275 | $404.0K | 0.03% | +50+1.0% | Added |
| CSM Advisors, LLC | 5,288 | $405.0K | 0.03% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 5,288 | $405.0K | 0.07% | 00.0% | Unchanged |
| Bath Savings Trust Co | 5,291 | $406.0K | 0.04% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 5,315 | $407.0K | 0.25% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 5,308 | $407.0K | 0.25% | +2,285+75.6% | Added |
| Johnson Financial Group, LLC | 5,319 | $408.0K | 0.07% | −30−0.6% | Reduced |
| Cassia Capital Partners, LLC | 5,323 | $408.0K | 0.27% | +5,323 | New |
| Acorn Wealth Advisors, LLC | 5,335 | $409.0K | 0.26% | +22+0.4% | Added |
| Delta Investment Management, LLC | 5,332 | $409.0K | 0.12% | +40+0.8% | Added |
| Corundum Group, Inc. | 5,338 | $409.0K | 0.27% | +660+14.1% | Added |
| Armbruster Capital Management, Inc. | 5,355 | $410.0K | 0.09% | −15−0.3% | Reduced |
| Defined Wealth Management, LLC | 5,350 | $410.0K | 0.34% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 5,358 | $411.0K | 0.05% | 00.0% | Unchanged |
| Vahanian & Associates Financial Planning Inc. | 5,372 | $412.0K | 0.33% | +5,372 | New |
| Schonfeld Strategic Advisors LLC | 5,400 | $414.0K | 0.00% | −70,261−92.9% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 5,400 | $414.0K | 0.04% | −600−10.0% | Reduced |
| Verus Financial Partners, Inc. | 5,410 | $415.0K | 0.05% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 5,419 | $415.0K | 0.10% | +43+0.8% | Added |
| Rainsberger Wealth Advisors, Inc. | 5,438 | $417.0K | 0.24% | +5,438 | New |
| Clearview Wealth Advisors LLC | 5,451 | $418.0K | 0.25% | −950−14.8% | Reduced |
| MEMBERS Trust Co | 5,449 | $418.0K | 0.01% | −190−3.4% | Reduced |
| PSI Advisors, LLC | 5,451 | $418.0K | 0.17% | +37+0.7% | Added |
| Garrison Point Advisors, LLC | 5,467 | $419.0K | 0.28% | +86+1.6% | Added |
| Regal Wealth Group, Inc. | 5,495 | $421.0K | 0.24% | +10.0% | Added |
| Perennial Investment Advisors, LLC | 5,457 | $421.0K | 0.13% | +308+6.0% | Added |
| CVA Family Office, LLC | 5,503 | $422.0K | 0.10% | +12+0.2% | Added |
| Waycross Partners, LLC | 5,500 | $422.0K | 0.24% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 5,544 | $424.0K | 0.07% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 5,541 | $425.0K | 0.11% | −13,335−70.6% | Reduced |
| Boothbay Fund Management, LLC | 5,552 | $426.0K | 0.01% | +1,221+28.2% | Added |
| Terry L. Blaker | 5,582 | $428.0K | 0.03% | −891−13.8% | Reduced |
| Advisors Preferred, LLC | 5,571 | $428.0K | 0.04% | −7−0.1% | Reduced |
| Intrinsic Value Partners, LLC | 5,583 | $428.0K | 0.46% | +5,583 | New |
| Private Ocean, LLC | 5,601 | $429.0K | 0.05% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 5,599 | $429.0K | 0.12% | +90+1.6% | Added |
| O'Brien Greene & Co. Inc | 5,601 | $429.0K | 0.14% | +166+3.1% | Added |
| Neo Ivy Capital Management | 5,596 | $429.0K | 0.62% | +5,596 | New |
| Transform Wealth, LLC | 5,611 | $430.0K | 0.04% | −837−13.0% | Reduced |
| Blackston Financial Advisory Group, LLC | 5,615 | $430.0K | 0.25% | +5,615 | New |
| Broderick Brian C | 5,615 | $431.0K | 0.10% | −3,468−38.2% | Reduced |
| Samalin Investment Counsel, LLC | 5,639 | $432.0K | 0.26% | −1,579−21.9% | Reduced |
| Hummer Financial Advisory Services Inc | 5,589 | $432.0K | 0.36% | −834−13.0% | Reduced |
| Perkins Coie Trust Co | 5,632 | $432.0K | 0.13% | +28+0.5% | Added |
| Hamilton Capital, LLC | 5,641 | $432.0K | 0.03% | +1,064+23.2% | Added |
| Venturi Wealth Management, LLC | 5,674 | $435.0K | 0.03% | +5,674 | New |
| Unionview, LLC | 5,676 | $435.0K | 0.41% | +5,676 | New |
| Aire Advisors, LLC | 5,683 | $435.0K | 0.19% | +5,683 | New |
| Legacy Advisors, LLC | 5,693 | $436.0K | 0.16% | −435−7.1% | Reduced |
| MJP Associates Inc | 5,668 | $436.0K | 0.13% | −436−7.1% | Reduced |
| Keel Point, LLC | 5,721 | $438.0K | 0.06% | +469+8.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 5,743 | $440.0K | 0.01% | −585−9.2% | Reduced |
| Tranquility Partners, LLC | 5,753 | $440.0K | 0.20% | +4+0.1% | Added |
| Meridian Investment Counsel Inc. | 5,745 | $440.0K | 0.15% | +120+2.1% | Added |
| Wealth Advisors of Iowa, LLC | 5,739 | $440.0K | 0.24% | +2,025+54.5% | Added |
| Strategic Blueprint, LLC | 5,742 | $440.0K | 0.06% | +2,810+95.8% | Added |
| Kolinsky Wealth Management, LLC | 5,748 | $440.0K | 0.41% | +5,748 | New |
| XTX Topco Ltd | 5,772 | $442.0K | 0.25% | −21,718−79.0% | Reduced |
| Heron Financial Group, LLC | 5,397 | $442.0K | 0.24% | +70+1.3% | Added |
| AXS Investments LLC | 5,767 | $442.0K | 0.10% | +5,767 | New |
| Cornerstone Wealth Group, LLC | 5,783 | $443.0K | 0.08% | −62,155−91.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 5,782 | $443.0K | 0.21% | 00.0% | Unchanged |
| TSFG, LLC | 5,785 | $443.0K | 0.15% | +312+5.7% | Added |
| Measured Wealth Private Client Group, LLC | 5,795 | $444.0K | 0.16% | +364+6.7% | Added |
| Kenfarb & Co. | 5,800 | $444.0K | 0.32% | +5,800 | New |
| S.A. Mason LLC | 5,806 | $445.0K | 0.27% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 5,828 | $447.0K | 0.41% | +5,828 | New |
| Liberty Wealth Management LLC | 5,865 | $449.0K | 0.17% | −1,774−23.2% | Reduced |
| Hollencrest Capital Management | 5,873 | $450.0K | 0.04% | −99−1.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 5,904 | $452.0K | 0.05% | 00.0% | Unchanged |
| Ferris Capital, LLC | 5,912 | $453.0K | 0.10% | +123+2.1% | Added |
| Atlas Private Wealth Management | 5,906 | $453.0K | 0.25% | +5,906 | New |
| First Dallas Securities Inc. | 5,929 | $454.0K | 0.30% | −147−2.4% | Reduced |
| Hoey Investments, Inc | 5,923 | $454.0K | 0.12% | −26−0.4% | Reduced |
| Cohen Investment Advisors LLC | 5,935 | $455.0K | 0.32% | +50+0.8% | Added |
| Kore Private Wealth LLC | 5,959 | $457.0K | 0.06% | −9,861−62.3% | Reduced |
| Bourne Lent Asset Management Inc | 5,967 | $457.0K | 0.12% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 5,967 | $457.0K | 0.07% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5,965 | $457.0K | 0.14% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 5,973 | $458.0K | 0.09% | 00.0% | Unchanged |
| Altus Wealth Management, LLC | 5,994 | $459.0K | 0.27% | +100+1.7% | Added |
| Curtis Advisory Group, LLC | 6,000 | $460.0K | 0.15% | −133−2.2% | Reduced |
| Truepoint, Inc. | 5,999 | $460.0K | 0.02% | +1,810+43.2% | Added |
| Journey Strategic Wealth LLC | 6,004 | $460.0K | 0.05% | +6,004 | New |
| Stewart & Patten Co LLC | 6,012 | $461.0K | 0.07% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 6,014 | $461.0K | 0.07% | +6,014 | New |