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 |
|---|---|---|---|---|---|
| Comerica Securities,inc. | 43,792 | $3.39M | 0.22% | −1,773−3.9% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 44,145 | $3.38M | 1.02% | −316−0.7% | Reduced |
| Conning Inc. | 44,109 | $3.38M | 0.09% | −286−0.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 44,090 | $3.38M | 0.12% | −1,965−4.3% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,073 | $3.38M | 1.05% | 00.0% | Unchanged |
| Capital International Sarl | 43,944 | $3.37M | 0.16% | +1,072+2.5% | Added |
| First Quadrant L P | 43,935 | $3.37M | 0.36% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 43,699 | $3.35M | 0.06% | +43,699 | New |
| Harrell Investment Partners, LLC | 43,637 | $3.34M | 1.03% | −1,521−3.4% | Reduced |
| J. W. Coons Advisors, LLC | 40,910 | $3.33M | 1.01% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 43,180 | $3.31M | 1.18% | +11,968+38.3% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 43,144 | $3.31M | 1.09% | −12,764−22.8% | Reduced |
| Morningstar Investment Services LLC | 42,795 | $3.28M | 0.04% | +1,851+4.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 42,790 | $3.28M | 1.58% | +4,861+12.8% | Added |
| Chilton Capital Management LLC | 42,746 | $3.28M | 0.17% | −1,100−2.5% | Reduced |
| Tyler-Stone Wealth Management | 42,745 | $3.28M | 1.74% | +42,745 | New |
| Citizens Financial Group Inc | 43,366 | $3.27M | 0.11% | +247+0.6% | Added |
| Iowa State Bank | 42,644 | $3.27M | 0.77% | −683−1.6% | Reduced |
| OPSEU Pension Plan Trust Fund | 42,792 | $3.27M | 0.74% | +682+1.6% | Added |
| Cullinan Associates Inc | 42,523 | $3.26M | 0.17% | −68,210−61.6% | Reduced |
| Private Trust Co NA | 42,472 | $3.25M | 0.45% | −996−2.3% | Reduced |
| SFMG, LLC | 42,236 | $3.24M | 0.31% | +3,824+10.0% | Added |
| IBM Retirement Fund | 42,196 | $3.23M | 0.40% | −29,341−41.0% | Reduced |
| Howland Capital Management LLC | 42,096 | $3.23M | 0.16% | −768−1.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 42,025 | $3.22M | 0.03% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 39,608 | $3.22M | 0.49% | +105+0.3% | Added |
| Alaska Permanent Fund Corp | 39,497 | $3.22M | 0.06% | +5,397+15.8% | Added |
| TFC Financial Management | 41,549 | $3.18M | 0.97% | +897+2.2% | Added |
| Ashton Thomas Private Wealth, LLC | 41,498 | $3.18M | 0.31% | +16,178+63.9% | Added |
| Harvey Capital Management Inc | 41,385 | $3.17M | 0.98% | +50+0.1% | Added |
| Appleton Partners Inc | 41,351 | $3.17M | 0.24% | +2,029+5.2% | Added |
| Court Place Advisors, LLC | 41,310 | $3.17M | 0.87% | −883−2.1% | Reduced |
| First National Bank & Trust Co of Newtown | 41,113 | $3.15M | 0.61% | −500−1.2% | Reduced |
| Finer Wealth Management, Inc. | 41,095 | $3.15M | 2.61% | +41,095 | New |
| Hartford Financial Management Inc. | 41,062 | $3.15M | 0.73% | −5,777−12.3% | Reduced |
| RMB Capital Management, LLC | 40,939 | $3.14M | 0.09% | +1,398+3.5% | Added |
| Cozad Asset Management Inc | 40,797 | $3.13M | 0.44% | −177−0.4% | Reduced |
| Chatham Capital Group, Inc. | 40,733 | $3.12M | 0.56% | −1,825−4.3% | Reduced |
| Community Trust & Investment Co | 40,641 | $3.12M | 0.24% | +2,105+5.5% | Added |
| J.P. Marvel Investment Advisors, LLC | 40,592 | $3.11M | 0.61% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 40,553 | $3.11M | 0.16% | +742+1.9% | Added |
| Ropes Wealth Advisors LLC | 40,454 | $3.10M | 0.55% | −4,619−10.2% | Reduced |
| Elgethun Capital Management | 40,495 | $3.10M | 1.08% | −2,228−5.2% | Reduced |
| Beddow Capital Management Inc | 40,378 | $3.10M | 1.76% | +631+1.6% | Added |
| Hotaling Investment Management, LLC | 40,310 | $3.09M | 1.07% | +26,300+187.7% | Added |
| Marietta Wealth Management, LLC | 40,293 | $3.09M | 0.62% | −1,230−3.0% | Reduced |
| Ironwood Investment Counsel, LLC | 40,217 | $3.08M | 0.70% | +1,187+3.0% | Added |
| Asio Capital, LLC | 40,183 | $3.08M | 0.96% | +2,180+5.7% | Added |
| White Pine Capital LLC | 40,138 | $3.08M | 0.91% | +1,410+3.6% | Added |
| Manchester Capital Management LLC | 39,914 | $3.06M | 0.40% | +718+1.8% | Added |
| Burney Co | 39,818 | $3.05M | 0.13% | −333−0.8% | Reduced |
| GSB Wealth Management, LLC | 39,809 | $3.05M | 0.88% | +31,065+355.3% | Added |
| Fiera Capital Corp | 39,559 | $3.03M | 0.01% | −4,483−10.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 39,487 | $3.03M | 0.84% | +4,132+11.7% | Added |
| Palouse Capital Management, Inc. | 39,461 | $3.02M | 1.29% | −685−1.7% | Reduced |
| Essex Financial Services, Inc. | 39,457 | $3.02M | 0.30% | +304+0.8% | Added |
| Sciencast Management LP | 39,323 | $3.02M | 0.53% | +39,323 | New |
| Cox Capital Mgt LLC | 39,272 | $3.01M | 1.78% | −6,819−14.8% | Reduced |
| Hengehold Capital Management LLC | 39,092 | $3.00M | 0.37% | +631+1.6% | Added |
| Marshall Wace, LLP | 39,087 | $3.00M | 0.01% | +36,573+1,454.8% | Added |
| Allen Investment Management LLC | 39,038 | $2.99M | 0.04% | +23,068+144.4% | Added |
| Ascent Group, LLC | 37,403 | $2.99M | 0.38% | +37,403 | New |
| Ieq Capital, LLC | 39,012 | $2.99M | 0.07% | +1,245+3.3% | Added |
| Red Door Wealth Management, LLC | 39,010 | $2.99M | 0.98% | +4,533+13.1% | Added |
| Hilltop Holdings Inc. | 38,947 | $2.98M | 0.31% | +4,838+14.2% | Added |
| Moneta Group Investment Advisors LLC | 38,922 | $2.98M | 0.12% | +2,589+7.1% | Added |
| Empirical Finance, LLC | 38,869 | $2.98M | 0.35% | +6,847+21.4% | Added |
| Resources Investment Advisors, LLC. | 38,832 | $2.98M | 0.11% | +1,357+3.6% | Added |
| Meridian Wealth Advisors, LLC | 38,673 | $2.96M | 0.72% | +2,027+5.5% | Added |
| ProVise Management Group, LLC | 38,615 | $2.96M | 0.27% | −64,308−62.5% | Reduced |
| Cobblestone Capital Advisors LLC | 38,433 | $2.95M | 0.19% | +3,349+9.5% | Added |
| Keene & Associates, Inc. | 38,442 | $2.95M | 2.55% | +38,442 | New |
| Linscomb & Williams, Inc. | 38,287 | $2.93M | 0.14% | +942+2.5% | Added |
| McGinn Investment Management, Inc. | 37,946 | $2.91M | 1.92% | −101−0.3% | Reduced |
| Wilkinson Global Asset Management LLC | 37,890 | $2.90M | 0.16% | +376+1.0% | Added |
| Charter Research & Investment Group, Inc. | 37,767 | $2.89M | 2.28% | +50+0.1% | Added |
| Stonebridge Capital Management Inc | 37,707 | $2.89M | 1.01% | −1,130−2.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 37,647 | $2.88M | 0.64% | +1,319+3.6% | Added |
| Trustmark National Bank Trust Department | 37,615 | $2.88M | 0.22% | −38,609−50.7% | Reduced |
| Affinity Investment Advisors, LLC | 37,591 | $2.88M | 1.16% | −316−0.8% | Reduced |
| Flagship Harbor Advisors, LLC | 37,577 | $2.88M | 0.27% | −2,485−6.2% | Reduced |
| American Portfolios Advisors | 37,502 | $2.87M | 0.10% | +7,251+24.0% | Added |
| Game Creek Capital, LP | 37,500 | $2.87M | 1.44% | −5,750−13.3% | Reduced |
| First Bank & Trust | 37,471 | $2.87M | 1.21% | −3,099−7.6% | Reduced |
| St Germain D J Co Inc | 37,439 | $2.87M | 0.16% | −70−0.2% | Reduced |
| Parallel Advisors, LLC | 37,392 | $2.87M | 0.11% | −3,933−9.5% | Reduced |
| Nicollet Investment Management, Inc. | 37,379 | $2.87M | 1.15% | −628−1.7% | Reduced |
| Paradigm Asset Management Co LLC | 37,288 | $2.86M | 0.71% | +2,188+6.2% | Added |
| SNS Financial Group, LLC | 37,281 | $2.86M | 0.33% | +1,053+2.9% | Added |
| Confluence Wealth Services, Inc. | 37,198 | $2.85M | 0.92% | +37,198 | New |
| Horan Capital Advisors, LLC. | 37,156 | $2.85M | 1.13% | −52−0.1% | Reduced |
| Gould Capital, LLC | 37,162 | $2.85M | 1.99% | +37,162 | New |
| BKD Wealth Advisors, LLC | 37,153 | $2.85M | 0.12% | +1,549+4.4% | Added |
| Gradient Investments LLC | 37,117 | $2.85M | 0.07% | −122,083−76.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 36,938 | $2.83M | 0.54% | +36,938 | New |
| Marino, Stram & Associates LLC | 36,904 | $2.83M | 0.87% | +547+1.5% | Added |
| Robertson Stephens Wealth Management, LLC | 36,516 | $2.82M | 0.24% | +18,313+100.6% | Added |
| CCLA Investment Management Ltd | 36,656 | $2.81M | 0.05% | −219−0.6% | Reduced |
| Hancock Whitney Corp | 36,656 | $2.81M | 0.09% | +222+0.6% | Added |
| Sand Hill Global Advisors, LLC | 36,579 | $2.80M | 0.16% | +395+1.1% | Added |