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 |
|---|---|---|---|---|---|
| Peak Planning Group, LLC | 7,137 | $546.9K | 0.40% | +2,955+70.7% | Added |
| Lynch Asset Management, Inc. | 7,150 | $549.0K | 0.38% | +7,150 | New |
| Voya Financial Advisors, Inc. | 7,136 | $550.0K | 0.06% | −1,640−18.7% | Reduced |
| Oxler Private Wealth LLC | 7,200 | $551.0K | 0.23% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 7,205 | $552.0K | 0.70% | −123−1.7% | Reduced |
| Vienna Asset Management LLC | 7,200 | $552.0K | 0.50% | +7,200 | New |
| Valley Brook Capital Group | 7,218 | $553.0K | 0.48% | +148+2.1% | Added |
| Morton Capital Management LLC | 7,222 | $553.5K | 0.23% | +7,222 | New |
| DRW Securities, LLC | 7,233 | $554.0K | 0.05% | +7,233 | New |
| KB Financial Partners, LLC | 7,229 | $554.0K | 0.16% | +7,229 | New |
| Alhambra Investment Partners LLC | 7,261 | $556.0K | 0.39% | +850+13.3% | Added |
| Landmark Financial Advisors, LLC | 7,249 | $556.0K | 0.25% | +1,614+28.6% | Added |
| S.C. Financial Services, Inc. | 6,833 | $556.0K | 0.64% | +6,833 | New |
| E Fund Management Co., Ltd. | 7,280 | $558.0K | 0.02% | +4+0.1% | Added |
| Pring Turner Capital Group Inc | 7,275 | $558.0K | 0.49% | +7,275 | New |
| Axiom Investment Management LLC | 7,288 | $559.0K | 0.54% | −1,566−17.7% | Reduced |
| Systematic Financial Management LP | 7,300 | $559.0K | 0.02% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 7,297 | $559.0K | 0.18% | +5+0.1% | Added |
| Fort Point Capital Partners LLC | 7,293 | $559.0K | 0.08% | +18+0.2% | Added |
| Octavia Wealth Advisors, LLC | 7,235 | $559.0K | 0.12% | +517+7.7% | Added |
| Mirador Capital Partners LP | 7,301 | $560.0K | 0.12% | 00.0% | Unchanged |
| Vicus Capital | 6,645 | $560.0K | 0.06% | +6,645 | New |
| Sage Mountain Advisors LLC | 7,314 | $561.0K | 0.07% | −1,008−12.1% | Reduced |
| Detalus Advisors, LLC | 7,323 | $561.0K | 0.27% | −98−1.3% | Reduced |
| Professional Advisory Services Inc | 7,322 | $561.0K | 0.08% | 00.0% | Unchanged |
| Summit Financial Group Inc | 7,320 | $561.0K | 0.18% | +173+2.4% | Added |
| Main Street Research LLC | 7,324 | $561.0K | 0.04% | +1,126+18.2% | Added |
| Piscataqua Savings Bank | 7,339 | $562.0K | 0.44% | −438−5.6% | Reduced |
| Beacon Financial Group | 7,323 | $563.0K | 0.07% | −82−1.1% | Reduced |
| King Wealth | 7,344 | $563.0K | 0.10% | +10+0.1% | Added |
| Sittner & Nelson, LLC | 7,351 | $563.0K | 0.33% | +1,645+28.8% | Added |
| Tevis Investment Management | 7,350 | $563.0K | 0.49% | +7,350 | New |
| McRae Capital Management Inc | 7,354 | $564.0K | 0.12% | +182+2.5% | Added |
| Old Port Advisors | 7,154 | $564.0K | 0.19% | +2,224+45.1% | Added |
| Resurgent Financial Advisors LLC | 7,380 | $566.0K | 0.47% | +7,380 | New |
| Stiles Financial Services Inc | 7,397 | $567.0K | 0.27% | +7,397 | New |
| Old Mission Investment Co LLC | 7,407 | $567.7K | 0.21% | +1,922+35.0% | Added |
| Clear Perspective Advisors, LLC | 7,427 | $569.0K | 0.17% | −483−6.1% | Reduced |
| Day & Ennis, LLC | 7,429 | $569.0K | 0.19% | −131−1.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 7,379 | $569.0K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 7,420 | $569.0K | 0.33% | +7,420 | New |
| Glen Eagle Advisors, LLC | 7,436 | $569.9K | 0.15% | −617−7.7% | Reduced |
| Capital Wealth Planning, LLC | 7,438 | $570.0K | 0.01% | −7,557−50.4% | Reduced |
| Cottonwood Capital Advisors, LLC | 7,431 | $570.0K | 0.44% | +7,431 | New |
| Sunburst Financial Group, LLC | 7,469 | $572.0K | 0.29% | +30+0.4% | Added |
| Keebeck Alpha, LP | 7,458 | $572.0K | 0.21% | +2,486+50.0% | Added |
| Crumly & Associates Inc. | 7,255 | $573.0K | 0.23% | −7,399−50.5% | Reduced |
| Townsend Asset Management Corp | 7,471 | $573.0K | 0.27% | 00.0% | Unchanged |
| Geller Advisors LLC | 7,416 | $573.0K | 0.11% | +28+0.4% | Added |
| Old North State Trust, LLC | 7,480 | $573.0K | 0.41% | +1,202+19.1% | Added |
| Van Strum & Towne Inc. | 7,490 | $574.0K | 0.21% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 7,504 | $575.0K | 0.05% | −417−5.3% | Reduced |
| Staley Capital Advisers Inc | 7,509 | $575.0K | 0.03% | +100+1.3% | Added |
| Patron Partners Advisors, LLC | 7,501 | $575.0K | 0.38% | +1,261+20.2% | Added |
| Blueprint Investment Partners LLC | 7,514 | $575.9K | 0.14% | +7,514 | New |
| Fenimore Asset Management Inc | 7,535 | $577.0K | 0.01% | −113−1.5% | Reduced |
| MV Capital Management, Inc. | 7,527 | $577.0K | 0.08% | +8+0.1% | Added |
| Paragon Capital Management Ltd | 7,539 | $578.0K | 0.09% | −25−0.3% | Reduced |
| Red Wave Investments LLC | 7,564 | $580.0K | 0.20% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 7,570 | $580.0K | 0.46% | +7,570 | New |
| Vestor Capital, LLC | 7,592 | $582.0K | 0.06% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 7,557 | $584.0K | 0.05% | −1,214−13.8% | Reduced |
| Wealth Alliance Advisory Group, LLC | 7,636 | $585.0K | 0.25% | −54−0.7% | Reduced |
| Abacus Wealth Partners, LLC | 7,636 | $585.2K | 0.21% | −445−5.5% | Reduced |
| Stokes Family Office, LLC | 7,652 | $586.0K | 0.07% | −93−1.2% | Reduced |
| TCI Wealth Advisors, Inc. | 7,666 | $587.0K | 0.09% | −741−8.8% | Reduced |
| Guardian Capital Advisors LP | 7,231 | $587.0K | 0.06% | −210−2.8% | Reduced |
| BMS Financial Advisors, LLC | 7,665 | $587.0K | 0.37% | +7,665 | New |
| Jackson Square Capital, LLC | 7,685 | $589.0K | 0.17% | +3,875+101.7% | Added |
| Summit Trail Advisors, LLC | 7,659 | $592.0K | 0.04% | −1,088−12.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 7,755 | $594.0K | 0.30% | +15+0.2% | Added |
| Claro Advisors LLC | 7,747 | $594.0K | 0.21% | +106+1.4% | Added |
| Boyar Asset Management Inc. | 7,748 | $594.0K | 0.36% | +1,235+19.0% | Added |
| Verity Asset Management, Inc. | 7,768 | $595.0K | 0.35% | +179+2.4% | Added |
| Clare Market Investments LLC | 7,786 | $596.8K | 0.17% | +2,868+58.3% | Added |
| Benchmark Investment Advisors LLC | 7,787 | $597.0K | 0.49% | +7,787 | New |
| SPC Financial, Inc. | 7,802 | $598.0K | 0.07% | +65+0.8% | Added |
| Edgewood Management LLC | 7,818 | $599.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 7,840 | $601.0K | 0.13% | +7,840 | New |
| Claret Asset Management Corp | 7,889 | $605.0K | 0.11% | −36−0.5% | Reduced |
| Deltec Asset Management LLC | 7,934 | $608.0K | 0.10% | −4,000−33.5% | Reduced |
| Chapman Investment Management, LLC | 7,987 | $612.0K | 0.28% | −3,124−28.1% | Reduced |
| Weatherly Asset Management L. P. | 7,980 | $612.0K | 0.07% | −273−3.3% | Reduced |
| AlphaCentric Advisors LLC | 8,000 | $613.0K | 0.18% | −1,750−17.9% | Reduced |
| Insight 2811, Inc. | 7,993 | $613.0K | 0.35% | +109+1.4% | Added |
| Iron Financial, LLC | 8,000 | $613.0K | 0.27% | +792+11.0% | Added |
| Credit Capital Investments LLC | 8,000 | $613.0K | 0.60% | +8,000 | New |
| Coco Enterprises, LLC | 8,018 | $614.0K | 0.48% | +350+4.6% | Added |
| Ausdal Financial Partners, Inc. | 8,016 | $614.0K | 0.08% | +786+10.9% | Added |
| Pictet North America Advisors SA | 8,027 | $615.0K | 0.06% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 8,050 | $617.0K | 0.11% | −210−2.5% | Reduced |
| Amussen Hunsaker Associates LLC | 8,031 | $618.0K | 0.15% | +211+2.7% | Added |
| New Jersey Better Educational Savings Trust | 8,078 | $619.0K | 1.37% | −990−10.9% | Reduced |
| Cladis Investment Advisory, LLC | 8,083 | $619.5K | 0.50% | +8,083 | New |
| US Asset Management LLC | 8,109 | $621.0K | 0.59% | −740−8.4% | Reduced |
| Vigilant Capital Management, LLC | 8,098 | $621.0K | 0.04% | +1,415+21.2% | Added |
| Chase Investment Counsel Corp | 8,124 | $622.0K | 0.25% | +205+2.6% | Added |
| Sax Wealth Advisors, LLC | 8,131 | $623.0K | 0.13% | −550−6.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 8,137 | $624.0K | 0.32% | +31+0.4% | Added |
| Michael B. Yongue | 8,157 | $625.0K | 0.42% | −1,589−16.3% | Reduced |