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 |
|---|---|---|---|---|---|
| Paulson Wealth Management Inc. | 6,029 | $462.0K | 0.21% | −312−4.9% | Reduced |
| Cortland Associates Inc | 6,029 | $462.0K | 0.05% | +75+1.3% | Added |
| Monticello Wealth Management, LLC | 6,031 | $462.0K | 0.04% | +2,074+52.4% | Added |
| Sustainable Insight Capital Management, LLC | 6,047 | $463.0K | 0.25% | +1,352+28.8% | Added |
| MSH Capital Advisors LLC | 6,053 | $463.9K | 0.21% | +6,053 | New |
| Rice Hall James & Associates, LLC | 6,084 | $466.0K | 0.02% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $466.0K | 0.36% | – | – |
| Bangor Savings Bank | 6,085 | $467.0K | 0.04% | −101−1.6% | Reduced |
| Gratus Capital LLC | 6,098 | $467.0K | 0.04% | +213+3.6% | Added |
| O'Rourke & Company, Inc | 6,096 | $467.0K | 0.31% | +6,096 | New |
| Coerente Capital Management | 6,135 | $470.0K | 0.09% | −100−1.6% | Reduced |
| JT Stratford LLC | 6,130 | $470.0K | 0.13% | +243+4.1% | Added |
| Moseley Investment Management Inc | 6,169 | $473.0K | 0.22% | +315+5.4% | Added |
| Summit Financial Strategies, Inc. | 6,174 | $473.0K | 0.09% | 00.0% | Unchanged |
| Fragasso Group Inc. | 6,189 | $474.0K | 0.06% | −96−1.5% | Reduced |
| Freedom Day Solutions, LLC | 6,201 | $475.0K | 0.19% | −384−5.8% | Reduced |
| New World Advisors LLC | 6,200 | $476.0K | 0.22% | +1,100+21.6% | Added |
| McDaniel Terry & Co | 6,216 | $476.0K | 0.05% | +1,383+28.6% | Added |
| Galvin, Gaustad & Stein, LLC | 6,222 | $477.0K | 0.04% | −619−9.0% | Reduced |
| Retirement Guys Formula LLC | 6,234 | $478.0K | 0.38% | +6,234 | New |
| Chesapeake Wealth Management | 6,255 | $479.0K | 0.16% | +19+0.3% | Added |
| Baldwin Investment Management, LLC | 6,262 | $480.0K | 0.13% | −300−4.6% | Reduced |
| Evanson Asset Management, LLC | 6,259 | $480.0K | 0.04% | +163+2.7% | Added |
| Princeton Capital Management LLC | 6,264 | $480.0K | 0.14% | 00.0% | Unchanged |
| Holistic Financial Partners | 6,266 | $480.0K | 0.28% | +107+1.7% | Added |
| RSM US Wealth Management LLC | 6,259 | $480.0K | 0.02% | +1,278+25.7% | Added |
| MKT Advisors LLC | 6,068 | $480.0K | 0.38% | +6,068 | New |
| Atlas Capital Advisors LLC | 6,270 | $480.5K | 0.07% | +2,213+54.5% | Added |
| Strong Tower Advisory Services | 6,275 | $481.0K | 0.26% | +1,308+26.3% | Added |
| Delta Financial Advisors LLC | 6,272 | $481.0K | 0.20% | +2,768+79.0% | Added |
| Sweet Financial Partners, LLC | 6,270 | $481.0K | 0.20% | +6,270 | New |
| Gyroscope Capital Management Group, LLC | 6,294 | $482.0K | 0.17% | −2,019−24.3% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,293 | $482.0K | 0.21% | −50−0.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 6,295 | $482.0K | 0.11% | +11+0.2% | Added |
| Bender Robert & Associates | 6,442 | $484.0K | 0.14% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 6,320 | $484.0K | 0.13% | +500+8.6% | Added |
| Boltwood Capital Management | 6,333 | $485.0K | 0.18% | −1,706−21.2% | Reduced |
| Stone Point Wealth LLC | 6,310 | $485.0K | 0.39% | +6,310 | New |
| CoreCap Advisors, LLC | 6,358 | $487.0K | 0.03% | +6,358 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 6,367 | $488.0K | 0.09% | +2,924+84.9% | Added |
| Greenwich Wealth Management LLC | 6,384 | $489.0K | 0.04% | −248−3.7% | Reduced |
| Ssi Investment Management LLC | 6,387 | $491.0K | 0.03% | −15−0.2% | Reduced |
| MONECO Advisors, LLC | 6,213 | $491.0K | 0.18% | +187+3.1% | Added |
| Wedmont Private Capital | 6,054 | $492.0K | 0.15% | +6,054 | New |
| RB Capital Management, LLC | 6,436 | $493.0K | 0.15% | +274+4.4% | Added |
| Carlson Capital Management | 6,432 | $493.0K | 0.04% | +1,720+36.5% | Added |
| Winthrop Advisory Group LLC | 6,385 | $494.0K | 0.10% | +333+5.5% | Added |
| Gibson Wealth Advisors LLC | 6,450 | $494.0K | 0.51% | +6,450 | New |
| Missouri Trust & Investment Co | 6,465 | $495.0K | 0.29% | +6,465 | New |
| Collective Family Office LLC | 6,477 | $496.0K | 0.20% | −52−0.8% | Reduced |
| SignalPoint Asset Management, LLC | 6,475 | $496.0K | 0.15% | −26−0.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 6,468 | $496.0K | 0.04% | +2,001+44.8% | Added |
| Levin Capital Strategies, L.P. | 6,485 | $497.0K | 0.05% | +2,060+46.6% | Added |
| Lawson Kroeker Investment Management Inc | 6,500 | $498.0K | 0.15% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 6,499 | $498.0K | 0.12% | +24+0.4% | Added |
| LifePro Asset Management | 6,539 | $501.0K | 0.15% | +1,600+32.4% | Added |
| Periscope Capital Inc. | 6,565 | $502.0K | 0.01% | +6,565 | New |
| Copperwynd Financial, LLC | 6,567 | $503.0K | 0.19% | +314+5.0% | Added |
| West Bancorporation Inc | 6,568 | $503.0K | 0.40% | +6,568 | New |
| Barr E S & Co | 6,575 | $504.0K | 0.03% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 6,605 | $506.0K | 0.07% | −551−7.7% | Reduced |
| Concentric Wealth Management, LLC | 6,615 | $507.0K | 0.14% | +15+0.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 6,640 | $509.0K | 0.59% | +6,640 | New |
| Camden Capital, LLC | 6,660 | $510.0K | 0.11% | −4,182−38.6% | Reduced |
| Investment Advisory Services Inc | 6,670 | $511.0K | 0.28% | +3,000+81.7% | Added |
| Gryphon Financial Partners LLC | 6,671 | $512.0K | 0.10% | +53+0.8% | Added |
| Intercontinental Wealth Advisors, LLC | 6,675 | $512.0K | 0.11% | +524+8.5% | Added |
| Krane Funds Advisors LLC | 6,685 | $512.0K | 0.01% | +6,685 | New |
| Traphagen Investment Advisors LLC | 6,685 | $512.3K | 0.09% | +132+2.0% | Added |
| Zevin Asset Management LLC | 6,706 | $514.0K | 0.09% | −56−0.8% | Reduced |
| Pointe Capital Management LLC | 6,703 | $514.0K | 0.33% | −62−0.9% | Reduced |
| Optimum Investment Advisors | 6,720 | $515.0K | 0.20% | −550−7.6% | Reduced |
| Bessemer Securities LLC | 6,763 | $518.0K | 0.14% | −687−9.2% | Reduced |
| DCM Advisors, LLC | 6,751 | $518.0K | 0.15% | +6,751 | New |
| Waddell & Associates, LLC | 6,776 | $519.0K | 0.08% | +478+7.6% | Added |
| Lumbard & Kellner, LLC | 6,426 | $520.0K | 0.20% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6,810 | $522.0K | 0.09% | −1,546−18.5% | Reduced |
| Guardian Wealth Advisors, LLC | 6,813 | $522.0K | 0.22% | +6,813 | New |
| Analyst IMS Investment Management Services Ltd. | 6,810 | $526.0K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6,877 | $527.0K | 0.08% | −1,661−19.5% | Reduced |
| Private Portfolio Partners LLC | 6,882 | $527.5K | 0.14% | −2,044−22.9% | Reduced |
| Pzena Investment Management LLC | 6,885 | $528.0K | 0.00% | −734−9.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,907 | $529.0K | 0.03% | +6,907 | New |
| Trail Ridge Investment Advisors, LLC | 6,906 | $529.0K | 0.32% | +6,906 | New |
| Monterey Private Wealth, Inc. | 6,935 | $532.0K | 0.26% | +24+0.3% | Added |
| Buckingham Strategic Partners | 6,935 | $532.0K | 0.11% | +6,935 | New |
| Ami Asset Management Corp | 6,953 | $533.0K | 0.03% | +731+11.7% | Added |
| Hall Capital Management Co Inc | 6,968 | $534.0K | 0.30% | −3,055−30.5% | Reduced |
| Connecticut Wealth Management, LLC | 6,985 | $535.0K | 0.04% | −864−11.0% | Reduced |
| CSS LLC | 7,000 | $536.0K | 0.02% | +7,000 | New |
| Cornerstone Capital, Inc. | 7,004 | $537.0K | 0.06% | −899−11.4% | Reduced |
| Carl P. Sherr & Co., LLC | 7,010 | $537.0K | 0.32% | +1,341+23.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,014 | $538.0K | 0.13% | −2,006−22.2% | Reduced |
| IFG Advisors, LLC | 7,045 | $540.0K | 0.23% | +130+1.9% | Added |
| MBA Advisors LLC | 7,049 | $540.0K | 0.33% | +1,855+35.7% | Added |
| Cross Staff Investments Inc | 7,085 | $543.0K | 0.49% | +7,085 | New |
| Trust Co of Oklahoma | 7,090 | $543.4K | 0.18% | −200−2.7% | Reduced |
| First National Bank Sioux Falls | 7,093 | $544.0K | 0.58% | +744+11.7% | Added |
| Unio Capital LLC | 7,111 | $545.0K | 1.94% | −14−0.2% | Reduced |
| Successful Portfolios LLC | 7,105 | $545.0K | 0.30% | +100+1.4% | Added |