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 |
|---|---|---|---|---|---|
| Aveo Capital Partners, LLC | 36,548 | $2.80M | 0.51% | +31,849+677.8% | Added |
| Leelyn Smith, LLC | 36,530 | $2.80M | 0.75% | +638+1.8% | Added |
| Hudson Valley Investment Advisors Inc | 36,457 | $2.79M | 0.44% | −961−2.6% | Reduced |
| Brewin Dolphin Ltd | 36,391 | $2.79M | 0.12% | −62,599−63.2% | Reduced |
| Princeton Global Asset Management LLC | 36,397 | $2.79M | 0.78% | −176−0.5% | Reduced |
| Huber Capital Management LLC | 36,393 | $2.79M | 0.73% | +100+0.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 36,325 | $2.78M | 2.11% | +36,325 | New |
| Pettee Investors, Inc. | 36,151 | $2.77M | 1.16% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | – | $2.77M | 0.92% | – | – |
| Strategic Wealth Advisors Group, LLC | 35,943 | $2.76M | 0.13% | −2,720−7.0% | Reduced |
| Duncker Streett & Co Inc | 36,013 | $2.76M | 0.48% | −2,032−5.3% | Reduced |
| Pensionfund DSM Netherlands | 36,000 | $2.76M | 0.32% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 35,765 | $2.74M | 1.89% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 35,725 | $2.74M | 0.96% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 35,687 | $2.73M | 0.10% | +6,877+23.9% | Added |
| Walter & Keenan Financial Consulting Co | 35,596 | $2.73M | 0.89% | +500+1.4% | Added |
| Holderness Investments Co | 35,565 | $2.73M | 0.80% | +772+2.2% | Added |
| Bennicas & Associates, Inc. | 35,500 | $2.72M | 1.42% | −300−0.8% | Reduced |
| Thompson Investment Management, Inc. | 35,463 | $2.72M | 0.39% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 35,397 | $2.71M | 0.06% | +20.0% | Added |
| Dean Investment Associates, LLC | 35,403 | $2.71M | 0.48% | +326+0.9% | Added |
| NEXT Financial Group, Inc | 35,344 | $2.71M | 0.18% | −1,938−5.2% | Reduced |
| Foster & Motley Inc | 35,255 | $2.70M | 0.21% | +371+1.1% | Added |
| Glassy Mountain Advisors, Inc. | 35,153 | $2.69M | 1.39% | +35,153 | New |
| DT Investment Partners, LLC | 35,008 | $2.68M | 0.35% | −1,973−5.3% | Reduced |
| Family Legacy, Inc. | 32,829 | $2.68M | 1.10% | +1,068+3.4% | Added |
| Abbot Financial Management, Inc. | 34,973 | $2.68M | 1.20% | −1,376−3.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 34,919 | $2.68M | 0.22% | +2,025+6.2% | Added |
| Pegasus Asset Management, Inc. | 34,868 | $2.67M | 1.10% | +564+1.6% | Added |
| Moreno Evelyn V | 34,776 | $2.67M | 0.53% | +4,450+14.7% | Added |
| Westover Capital Advisors, LLC | 34,698 | $2.66M | 0.77% | +1,256+3.8% | Added |
| Belpointe Asset Management LLC | 34,656 | $2.66M | 0.17% | +121+0.4% | Added |
| Strategic Financial Services, Inc, | 34,598 | $2.65M | 0.20% | −590−1.7% | Reduced |
| Searle & Co. | 34,606 | $2.65M | 0.96% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 34,581 | $2.65M | 0.59% | −2,327−6.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 34,543 | $2.65M | 1.04% | −430−1.2% | Reduced |
| Graypoint LLC | 34,418 | $2.64M | 0.28% | +4,055+13.4% | Added |
| Chelsea Counsel Co | 34,357 | $2.63M | 1.14% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 34,035 | $2.63M | 0.47% | +907+2.7% | Added |
| Harbour Capital Advisors, LLC | 34,259 | $2.63M | 0.65% | +231+0.7% | Added |
| Arete Wealth Advisors, LLC | 34,004 | $2.61M | 0.22% | +1,274+3.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $2.61M | 0.80% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 33,917 | $2.60M | 0.46% | −1,760−4.9% | Reduced |
| Clear Harbor Asset Management, LLC | 33,877 | $2.60M | 0.28% | +402+1.2% | Added |
| Stonegate Investment Group, LLC | 33,838 | $2.59M | 0.11% | +33,838 | New |
| Washington Trust Co | 33,447 | $2.56M | 0.10% | −9,878−22.8% | Reduced |
| Synergy Financial Management, LLC | 33,367 | $2.56M | 0.61% | −9,568−22.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 33,367 | $2.56M | 0.08% | +3,840+13.0% | Added |
| Waldron Private Wealth LLC | 33,052 | $2.56M | 0.13% | +1,971+6.3% | Added |
| Uncommon Cents Investing LLC | 33,313 | $2.55M | 0.96% | +179+0.5% | Added |
| Spinnaker Trust | 33,216 | $2.55M | 0.16% | −166−0.5% | Reduced |
| Legacy Private Trust Co. | 33,192 | $2.54M | 0.19% | −890−2.6% | Reduced |
| Ameritas Advisory Services, LLC | 33,162 | $2.54M | 0.09% | +33,162 | New |
| Prestige Wealth Management Group LLC | 33,100 | $2.54M | 0.61% | +2,285+7.4% | Added |
| Intersect Capital LLC | 33,088 | $2.54M | 0.47% | −19,541−37.1% | Reduced |
| Wealth Alliance | 32,960 | $2.53M | 0.51% | −984−2.9% | Reduced |
| Sawtooth Solutions, LLC | 32,968 | $2.53M | 0.28% | +9,592+41.0% | Added |
| BigSur Wealth Management LLC | 32,495 | $2.51M | 0.98% | 00.0% | Unchanged |
| Advisory Resource Group | 30,746 | $2.50M | 0.84% | −55−0.2% | Reduced |
| WC Walker & Associates, Inc. | 30,753 | $2.50M | 1.24% | +1,220+4.1% | Added |
| Signaturefd, LLC | 32,593 | $2.50M | 0.08% | −110.0% | Reduced |
| Hudock, Inc. | 32,582 | $2.50M | 0.70% | −345−1.0% | Reduced |
| Savant Capital, LLC | 32,498 | $2.49M | 0.08% | +760+2.4% | Added |
| Inscription Capital, LLC | 32,182 | $2.49M | 0.68% | +2,601+8.8% | Added |
| Schmidt P J Investment Management Inc | 30,347 | $2.47M | 0.49% | −13,248−30.4% | Reduced |
| Andesa Financial Management Inc. | 32,027 | $2.46M | 1.21% | +1,392+4.5% | Added |
| Bailard, Inc. | 32,024 | $2.45M | 0.08% | −564−1.7% | Reduced |
| Equitable Holdings, Inc. | 31,993 | $2.45M | 0.04% | +1,576+5.2% | Added |
| Silvant Capital Management LLC | 31,545 | $2.44M | 0.42% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 31,782 | $2.44M | 0.53% | −1,275−3.9% | Reduced |
| Grove Bank & Trust | 31,756 | $2.43M | 0.46% | +996+3.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $2.43M | 0.62% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 31,713 | $2.43M | 0.39% | −4,423−12.2% | Reduced |
| First City Capital Management, Inc. | 30,917 | $2.43M | 1.37% | −680−2.2% | Reduced |
| Harbor Advisory Corp | 31,558 | $2.42M | 0.98% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 31,383 | $2.41M | 0.36% | +90+0.3% | Added |
| Ballentine Partners, LLC | 31,353 | $2.40M | 0.07% | +739+2.4% | Added |
| Abeille Asset Management SA | 31,313 | $2.40M | 0.56% | +31,313 | New |
| Essex Savings Bank | 31,204 | $2.39M | 0.81% | −310−1.0% | Reduced |
| AdvisorNet Financial, Inc | 31,134 | $2.39M | 0.15% | +1,617+5.5% | Added |
| Wealthcare Advisory Partners LLC | 31,128 | $2.39M | 0.14% | +10,340+49.7% | Added |
| Loudon Investment Management, LLC | 31,016 | $2.38M | 1.52% | −69−0.2% | Reduced |
| Hudson Value Partners, LLC | 30,903 | $2.37M | 1.15% | +3,163+11.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 30,893 | $2.37M | 0.68% | +525+1.7% | Added |
| Cubic Asset Management, LLC | 30,854 | $2.37M | 0.54% | +242+0.8% | Added |
| Schnieders Capital Management LLC | 30,810 | $2.36M | 0.55% | −437−1.4% | Reduced |
| Capital Investment Advisory Services, LLC | 30,768 | $2.36M | 0.28% | +2,586+9.2% | Added |
| AIMZ Investment Advisors, LLC | 30,719 | $2.35M | 0.92% | −16−0.1% | Reduced |
| Shepherd Financial Partners LLC | 30,717 | $2.35M | 0.41% | +1,056+3.6% | Added |
| Credit Agricole S A | 30,654 | $2.35M | 0.08% | −2,874−8.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 30,537 | $2.34M | 1.03% | +450+1.5% | Added |
| Wahed Invest LLC | 30,517 | $2.34M | 1.30% | +30,517 | New |
| Johnson Financial Group, Inc. | 30,379 | $2.33M | 0.15% | −420−1.4% | Reduced |
| Soltis Investment Advisors LLC | 30,336 | $2.33M | 0.33% | +27,066+827.7% | Added |
| Asset Dedication, LLC | 30,214 | $2.32M | 0.28% | +2,815+10.3% | Added |
| Scissortail Wealth Management, LLC | 30,156 | $2.31M | 0.89% | +30,156 | New |
| SWS Partners | 30,044 | $2.30M | 1.31% | +121+0.4% | Added |
| Truehand, Inc | 29,998 | $2.30M | 1.35% | −2,600−8.0% | Reduced |
| Aries Wealth Management | 29,996 | $2.30M | 0.88% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 29,970 | $2.30M | 0.39% | +29,970 | New |