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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 171,324 | $13.1M | 0.55% | −24,885−12.7% | Reduced |
| Campbell Newman Asset Management Inc | 171,278 | $13.1M | 1.17% | +338+0.2% | Added |
| Shelton Capital Management | 171,218 | $13.1M | 0.47% | +82,244+92.4% | Added |
| Braun Stacey Associates Inc | 171,135 | $13.1M | 0.48% | −75,419−30.6% | Reduced |
| Hantz Financial Services, Inc. | 169,545 | $13.0M | 0.37% | +33,667+24.8% | Added |
| Blackhill Capital Inc | 169,250 | $13.0M | 1.11% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 167,210 | $12.8M | 2.64% | −942−0.6% | Reduced |
| Goelzer Investment Management, Inc. | 166,465 | $12.8M | 1.04% | −2,459−1.5% | Reduced |
| Schechter Investment Advisors, LLC | 166,328 | $12.7M | 1.15% | +166,328 | New |
| Connors Investor Services Inc | 165,542 | $12.7M | 1.24% | +13,505+8.9% | Added |
| Smith, Salley & Associates | 165,012 | $12.6M | 0.90% | +19,757+13.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 165,011 | $12.6M | 0.60% | +165,011 | New |
| Matrix Asset Advisors Inc | 164,624 | $12.6M | 1.64% | −10,376−5.9% | Reduced |
| Pictet & Cie (Europe) SA | 164,453 | $12.6M | 0.43% | −5,530−3.3% | Reduced |
| Argent Trust Co | 164,097 | $12.6M | 0.74% | −3,379−2.0% | Reduced |
| Veritable, L.P. | 164,068 | $12.6M | 0.19% | +5,886+3.7% | Added |
| O'Shares Investment Advisers, LLC | 163,905 | $12.6M | 0.90% | +11,907+7.8% | Added |
| FineMark National Bank & Trust | 163,832 | $12.6M | 0.48% | −4,728−2.8% | Reduced |
| Exchange Traded Concepts, LLC | 163,711 | $12.5M | 0.24% | +161,244+6,536.0% | Added |
| First National Bank of Omaha | 163,576 | $12.5M | 0.60% | −3,005−1.8% | Reduced |
| Everett Harris & Co | 162,132 | $12.4M | 0.17% | +42,224+35.2% | Added |
| Bollard Group LLC | 161,924 | $12.4M | 0.40% | +365+0.2% | Added |
| Unigestion Holding SA | 160,295 | $12.3M | 0.50% | +43,530+37.3% | Added |
| GFS Advisors, LLC | 160,280 | $12.3M | 2.03% | +42,315+35.9% | Added |
| Sequoia Financial Advisors, LLC | 159,079 | $12.2M | 0.33% | +123,673+349.3% | Added |
| CCM Investment Advisers LLC | 158,850 | $12.2M | 1.48% | +260.0% | Added |
| Louisiana State Employees Retirement System | 158,300 | $12.1M | 0.27% | +700+0.4% | Added |
| Cornerstone Advisors, LLC | 158,000 | $12.1M | 0.66% | 00.0% | Unchanged |
| Cohen Klingenstein LLC | 157,235 | $12.1M | 0.48% | −23,014−12.8% | Reduced |
| Hyman Charles D | 156,948 | $12.0M | 0.76% | +2,171+1.4% | Added |
| LaFleur & Godfrey LLC | 156,875 | $12.0M | 1.54% | +5,148+3.4% | Added |
| Parthenon LLC | 156,393 | $12.0M | 1.68% | +2,575+1.7% | Added |
| Van Hulzen Asset Management, LLC | 154,716 | $11.9M | 1.30% | +56,785+58.0% | Added |
| New Mexico Educational Retirement Board | 154,586 | $11.8M | 0.40% | −11,100−6.7% | Reduced |
| Woodmont Investment Counsel LLC | 154,466 | $11.8M | 1.51% | +11,014+7.7% | Added |
| Industrial Alliance Investment Management Inc. | 153,768 | $11.8M | 0.27% | +153,768 | New |
| Mengis Capital Management, Inc. | 153,346 | $11.8M | 2.21% | +7,012+4.8% | Added |
| O'Shaughnessy Asset Management, LLC | 152,829 | $11.7M | 0.21% | +14,180+10.2% | Added |
| Hennessy Advisors Inc | 152,550 | $11.7M | 0.66% | +1,200+0.8% | Added |
| Middleton & Co Inc | 151,917 | $11.6M | 1.13% | +860+0.6% | Added |
| Summit Global Investments | 151,364 | $11.6M | 0.75% | +50,826+50.6% | Added |
| Aigen Investment Management, LP | 155,807 | $11.6M | 0.71% | +155,807 | New |
| Kentucky Retirement Systems | 150,658 | $11.5M | 0.47% | +3,474+2.4% | Added |
| Clark Estates Inc | 150,000 | $11.5M | 1.68% | −100,000−40.0% | Reduced |
| GWM Advisors LLC | 149,849 | $11.5M | 0.17% | +75,361+101.2% | Added |
| Patten & Patten Inc | 149,245 | $11.4M | 0.79% | +1,334+0.9% | Added |
| Nicola Wealth Management Ltd. | 148,289 | $11.4M | 1.07% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 148,014 | $11.3M | 0.71% | −2,623−1.7% | Reduced |
| Columbia Asset Management | 147,466 | $11.3M | 2.31% | +858+0.6% | Added |
| Lowe Brockenbrough & Co Inc | 144,632 | $11.2M | 0.81% | +184+0.1% | Added |
| Segall Bryant & Hamill, LLC | 145,435 | $11.1M | 0.10% | +807+0.6% | Added |
| Greenwood Gearhart Inc | 144,490 | $11.1M | 1.53% | +9,062+6.7% | Added |
| Jacobs & Co | 142,000 | $10.9M | 1.13% | +4,424+3.2% | Added |
| Wesleyan Assurance Society | 141,621 | $10.9M | 1.28% | +1,000+0.7% | Added |
| Shell Asset Management Co | 141,532 | $10.8M | 0.22% | −17,115−10.8% | Reduced |
| Banque Cantonale Vaudoise | 141,256 | $10.8M | 0.42% | +19,151+15.7% | Added |
| Stratos Wealth Partners, LTD. | 140,685 | $10.8M | 0.24% | +14,435+11.4% | Added |
| Edge Wealth Management LLC | 140,303 | $10.8M | 1.97% | −2,117−1.5% | Reduced |
| MAI Capital Management | 140,087 | $10.7M | 0.17% | +231+0.2% | Added |
| Bragg Financial Advisors, Inc | 142,687 | $10.7M | 0.69% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 138,831 | $10.6M | 2.73% | −964−0.7% | Reduced |
| Sonora Investment Management Group, LLC | 137,264 | $10.5M | 1.22% | +137,264 | New |
| LGT Group Foundation | 136,578 | $10.5M | 0.27% | +136,578 | New |
| Redwood Grove Capital, LLC | 135,700 | $10.4M | 4.88% | +6,000+4.6% | Added |
| Brookstone Capital Management | 129,452 | $10.4M | 0.18% | +29,231+29.2% | Added |
| Fort Pitt Capital Group, LLC | 135,061 | $10.4M | 0.37% | +15,686+13.1% | Added |
| John G Ullman & Associates Inc | 134,783 | $10.3M | 1.42% | +7,260+5.7% | Added |
| Erste Asset Management GmbH | 134,071 | $10.3M | 0.19% | −100,355−42.8% | Reduced |
| Ar Asset Management Inc | 134,570 | $10.3M | 2.62% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 134,435 | $10.3M | 0.19% | −205,400−60.4% | Reduced |
| Karpas Strategies, LLC | 134,278 | $10.3M | 3.30% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 133,201 | $10.3M | 0.14% | +133,201 | New |
| Wealthfront Advisers LLC | 133,826 | $10.3M | 0.04% | −7,716−5.5% | Reduced |
| Holowesko Partners Ltd. | 133,500 | $10.2M | 4.43% | 00.0% | Unchanged |
| People's United Financial, Inc. | 133,463 | $10.2M | 0.25% | −19,351−12.7% | Reduced |
| Woodstock Corp | 133,312 | $10.2M | 1.07% | +7,041+5.6% | Added |
| Te Ahumairangi Investment Management Ltd | 133,252 | $10.2M | 1.32% | +400+0.3% | Added |
| Country Club Trust Company, n.a. | 132,209 | $10.2M | 0.80% | +3,569+2.8% | Added |
| Brightworth | 132,348 | $10.1M | 0.93% | +5,308+4.2% | Added |
| Regentatlantic Capital LLC | 132,321 | $10.1M | 0.28% | +5,343+4.2% | Added |
| Moors & Cabot, Inc. | 131,883 | $10.1M | 0.62% | +2,307+1.8% | Added |
| Auxier Asset Management | 130,591 | $10.0M | 1.55% | −201−0.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 129,620 | $9.93M | 0.39% | −12,792−9.0% | Reduced |
| Walleye Trading LLC | 129,557 | $9.93M | 0.16% | −524−0.4% | Reduced |
| Corient Capital Partners, LLC | 129,505 | $9.93M | 0.66% | +4,550+3.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 129,057 | $9.89M | 0.80% | +5,255+4.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 128,555 | $9.85M | 0.61% | +2,104+1.7% | Added |
| Charter Trust Co | 128,479 | $9.85M | 0.84% | +1,675+1.3% | Added |
| Sicart Associates LLC | 126,118 | $9.82M | 2.56% | +6,027+5.0% | Added |
| Fosun International Ltd | 128,025 | $9.81M | 0.56% | −59,113−31.6% | Reduced |
| Logan Capital Management Inc | 127,977 | $9.81M | 0.42% | −4,201−3.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 127,903 | $9.80M | 1.44% | +778+0.6% | Added |
| Eastern Bank | 127,877 | $9.80M | 0.43% | −1,816−1.4% | Reduced |
| Congress Asset Management Co | 127,431 | $9.77M | 0.07% | −2,067−1.6% | Reduced |
| Financial Partners Capital Management LLC | 127,145 | $9.74M | 1.73% | +259+0.2% | Added |
| Massmutual Trust Co FSB | 126,809 | $9.72M | 0.36% | −527−0.4% | Reduced |
| Lido Advisors, LLC | 126,765 | $9.71M | 0.19% | +2,420+1.9% | Added |
| Alley Co LLC | 126,465 | $9.69M | 1.54% | +3,683+3.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 125,130 | $9.59M | 0.18% | −1,738−1.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 124,344 | $9.53M | 0.02% | −42,522−25.5% | Reduced |