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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 55,578 | $4.26M | 0.76% | +36,901+197.6% | Added |
| Jackson Wealth Management, LLC | 55,491 | $4.25M | 0.54% | +154+0.3% | Added |
| Tobam | 55,451 | $4.25M | 0.19% | +46,957+552.8% | Added |
| Cypress Capital Group | 55,231 | $4.23M | 0.53% | +3,792+7.4% | Added |
| Boston Family Office LLC | 55,197 | $4.23M | 0.28% | +340+0.6% | Added |
| Greenleaf Trust | 55,068 | $4.22M | 0.05% | −1,602−2.8% | Reduced |
| Snowden Capital Advisors LLC | 54,949 | $4.21M | 0.22% | −21,994−28.6% | Reduced |
| Caldwell Trust Co | 54,604 | $4.18M | 0.48% | −63−0.1% | Reduced |
| Heritage Trust Co | 54,592 | $4.18M | 0.54% | −3,129−5.4% | Reduced |
| Fishman Jay A Ltd | 54,586 | $4.18M | 0.45% | −2,419−4.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 54,103 | $4.15M | 1.26% | +1,270+2.4% | Added |
| Arden Trust Co | 53,841 | $4.13M | 0.70% | −9,481−15.0% | Reduced |
| Independent Advisor Alliance | 53,798 | $4.12M | 0.20% | +536+1.0% | Added |
| Ashford Capital Management Inc | 53,700 | $4.12M | 0.41% | +48,900+1,018.8% | Added |
| Investment Management of Virginia LLC | 53,515 | $4.10M | 0.66% | +390+0.7% | Added |
| Kempner Capital Management Inc. | 53,391 | $4.09M | 2.41% | +13,478+33.8% | Added |
| Wealthspire Advisors, LLC | 53,171 | $4.08M | 0.09% | +5,048+10.5% | Added |
| J.W. Cole Advisors, Inc. | 53,004 | $4.06M | 0.26% | +5,232+11.0% | Added |
| Cypress Asset Management Inc | 52,917 | $4.06M | 0.97% | −1,716−3.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 52,927 | $4.06M | 0.95% | −200−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 52,903 | $4.05M | 0.12% | +2,771+5.5% | Added |
| Nixon Peabody Trust Co | 52,774 | $4.04M | 1.22% | +22,488+74.3% | Added |
| Fort Sheridan Advisors LLC | 52,714 | $4.04M | 1.17% | −1,076−2.0% | Reduced |
| Roundview Capital LLC | 52,601 | $4.03M | 0.40% | +1,735+3.4% | Added |
| Alps Advisors Inc | 52,570 | $4.03M | 0.05% | −290,481−84.7% | Reduced |
| Chilton Investment Co LLC | 52,436 | $4.02M | 0.08% | +22,631+75.9% | Added |
| Point72 Asset Management, L.P. | 52,149 | $4.00M | 0.02% | −2,334,151−97.8% | Reduced |
| Teza Capital Management LLC | 52,044 | $3.99M | 1.07% | +35,762+219.6% | Added |
| Girard Partners Ltd. | 51,789 | $3.97M | 0.43% | −2,968−5.4% | Reduced |
| Red Spruce Capital, LLC | 51,787 | $3.97M | 2.17% | +2,395+4.8% | Added |
| Kistler-Tiffany Companies, LLC | 51,708 | $3.96M | 0.77% | −36−0.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 51,430 | $3.94M | 1.16% | −638−1.2% | Reduced |
| SevenBridge Financial Group, LLC | 51,429 | $3.94M | 1.19% | +400+0.8% | Added |
| North Star Investment Management Corp. | 51,348 | $3.94M | 0.28% | +167+0.3% | Added |
| Equitable Trust Co | 51,256 | $3.93M | 0.24% | −26,983−34.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 51,210 | $3.92M | 0.78% | −7,310−12.5% | Reduced |
| HighTower Trust Services, LTA | 51,085 | $3.92M | 0.38% | +1,343+2.7% | Added |
| Old National Bancorp | 50,910 | $3.90M | 0.14% | −5,919−10.4% | Reduced |
| Stock Yards Bank & Trust Co | 50,864 | $3.90M | 0.20% | +5,235+11.5% | Added |
| Wendell David Associates Inc | 50,814 | $3.89M | 0.39% | −168−0.3% | Reduced |
| DF Dent & Co Inc | 50,714 | $3.89M | 0.04% | −90−0.2% | Reduced |
| TNF LLC | 47,765 | $3.89M | 1.63% | −670−1.4% | Reduced |
| Pensionfund Sabic | 50,500 | $3.87M | 0.73% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 50,385 | $3.87M | 3.90% | +50,385 | New |
| Sectoral Asset Management Inc | 50,250 | $3.85M | 0.58% | −25,000−33.2% | Reduced |
| Baugh & Associates, LLC | 50,090 | $3.84M | 2.12% | +50.0% | Added |
| Raab & Moskowitz Asset Management LLC | 50,067 | $3.84M | 1.26% | +288+0.6% | Added |
| Stratos Wealth Advisors, LLC | 50,012 | $3.83M | 0.28% | +1,609+3.3% | Added |
| Assenagon Asset Management S.A. | 49,999 | $3.83M | 0.01% | +3,741+8.1% | Added |
| Gladstone Institutional Advisory LLC | 49,989 | $3.83M | 0.30% | +10,328+26.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 49,877 | $3.82M | 1.13% | +1,231+2.5% | Added |
| Sumitomo Life Insurance Co | 49,861 | $3.82M | 0.09% | −1,606−3.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 49,144 | $3.77M | 0.21% | −971−1.9% | Reduced |
| HB Wealth Management, LLC | 48,991 | $3.75M | 0.08% | +48,991 | New |
| AMG National Trust Bank | 48,983 | $3.75M | 0.11% | +15,366+45.7% | Added |
| Stokes Capital Advisors, LLC | 48,647 | $3.73M | 1.11% | −945−1.9% | Reduced |
| Hendley & Co Inc | 48,577 | $3.72M | 1.22% | −1,542−3.1% | Reduced |
| Cadence Bank NA | 48,544 | $3.72M | 1.01% | −478−1.0% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 48,410 | $3.71M | 0.84% | +1,010+2.1% | Added |
| Costello Asset Management, INC | 48,248 | $3.70M | 2.26% | +63+0.1% | Added |
| Personal Cfo Solutions, LLC | 48,077 | $3.69M | 0.69% | +2,822+6.2% | Added |
| WoodTrust Financial Corp | 48,026 | $3.68M | 0.76% | +1,975+4.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 48,021 | $3.68M | 0.16% | +6,658+16.1% | Added |
| Boenning & Scattergood, Inc. | 48,009 | $3.68M | 0.59% | +994+2.1% | Added |
| Clear Street Markets LLC | 48,000 | $3.68M | 0.33% | +10,986+29.7% | Added |
| Sandy Spring Bank | 47,985 | $3.68M | 0.18% | −1,804−3.6% | Reduced |
| Biltmore Family Office, LLC | 47,471 | $3.67M | 0.70% | +4,045+9.3% | Added |
| Brooks, Moore & Associates, Inc. | 47,837 | $3.67M | 2.15% | −250−0.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 47,802 | $3.66M | 0.69% | +1,739+3.8% | Added |
| IndexIQ Advisors LLC | 47,753 | $3.66M | 0.12% | −607−1.3% | Reduced |
| Scott & Selber, Inc. | 47,581 | $3.65M | 1.29% | +3,068+6.9% | Added |
| Cornercap Investment Counsel Inc | 47,534 | $3.64M | 0.53% | +7,050+17.4% | Added |
| Poehling Capital Management, LLC | 47,333 | $3.63M | 1.17% | +602+1.3% | Added |
| Coastline Trust Co | 47,260 | $3.62M | 0.41% | +330+0.7% | Added |
| Greylin Investment Mangement Inc | 47,215 | $3.62M | 0.68% | +325+0.7% | Added |
| Jackson Hole Capital Partners, LLC | 47,109 | $3.61M | 1.13% | −325−0.7% | Reduced |
| Budros, Ruhlin & Roe, Inc. | 47,031 | $3.60M | 0.39% | +1,449+3.2% | Added |
| Siena Capital LLC | 46,916 | $3.60M | 2.06% | +46,916 | New |
| Philadelphia Trust Co | 46,824 | $3.59M | 0.26% | −1,775−3.7% | Reduced |
| Rowland & Co Investment Counsel | 46,477 | $3.56M | 0.80% | +30+0.1% | Added |
| Laurel Wealth Advisors, Inc. | 46,406 | $3.56M | 0.27% | +24,273+109.7% | Added |
| Tealwood Asset Management Inc | 46,269 | $3.55M | 1.42% | −1,732−3.6% | Reduced |
| WealthTrust Axiom LLC | 46,225 | $3.54M | 1.13% | −721−1.5% | Reduced |
| Marathon Capital Management | 46,089 | $3.53M | 0.83% | −3,386−6.8% | Reduced |
| Great Valley Advisor Group, Inc. | 46,398 | $3.52M | 0.22% | −293−0.6% | Reduced |
| Abbrea Capital, LLC | 45,394 | $3.51M | 0.47% | +273+0.6% | Added |
| Crescent Capital Consulting, LLC | 45,290 | $3.51M | 0.58% | +3,605+8.6% | Added |
| Engineers Gate Manager LP | 45,647 | $3.50M | 0.16% | +23,613+107.2% | Added |
| Leavell Investment Management, Inc. | 44,946 | $3.48M | 0.23% | +1,149+2.6% | Added |
| Ancora Advisors, LLC | 45,135 | $3.46M | 0.08% | +250+0.6% | Added |
| Pittenger & Anderson Inc | 45,045 | $3.45M | 0.16% | +2,445+5.7% | Added |
| CX Institutional | 44,905 | $3.44M | 0.27% | +13,848+44.6% | Added |
| American National Insurance Co | 44,845 | $3.44M | 0.76% | −157,220−77.8% | Reduced |
| Bray Capital Advisors | 44,838 | $3.44M | 0.84% | +837+1.9% | Added |
| Hanson & Doremus Investment Management | 44,833 | $3.44M | 0.74% | +2,358+5.6% | Added |
| Signature Wealth Management Group | 44,648 | $3.42M | 1.73% | +172+0.4% | Added |
| First Financial Bank - Trust Division | 44,630 | $3.42M | 0.35% | −1,267−2.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 44,453 | $3.41M | 0.19% | +44,453 | New |
| Mogy Joel R Investment Counsel Inc | 44,425 | $3.40M | 0.24% | 00.0% | Unchanged |
| L & S Advisors Inc | 44,342 | $3.40M | 0.37% | −20,058−31.1% | Reduced |