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 |
|---|---|---|---|---|---|
| Oxbow Advisors, LLC | 124,152 | $9.52M | 0.91% | −1,146−0.9% | Reduced |
| M&R Capital Management Inc | 123,995 | $9.50M | 1.97% | −3,533−2.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 123,673 | $9.48M | 0.37% | −1,027−0.8% | Reduced |
| Farmers & Merchants Investments Inc | 123,600 | $9.47M | 0.35% | +2,092+1.7% | Added |
| American Assets Investment Management, LLC | 123,000 | $9.43M | 1.02% | 00.0% | Unchanged |
| Majedie Asset Management Ltd | 122,348 | $9.39M | 0.71% | −23,311−16.0% | Reduced |
| Stonebridge Capital Advisors LLC | 122,308 | $9.37M | 1.04% | +1,519+1.3% | Added |
| Central Trust Co | 120,946 | $9.27M | 0.26% | −1,951−1.6% | Reduced |
| Seven Eight Capital, LP | 120,204 | $9.21M | 1.65% | +120,204 | New |
| AlphaCrest Capital Management LLC | 120,019 | $9.20M | 0.34% | +108,754+965.4% | Added |
| Bizma Investimentos Ltda | 120,000 | $9.20M | 5.39% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 119,882 | $9.19M | 0.84% | +3,102+2.7% | Added |
| Community Bank, N.A. | 118,967 | $9.12M | 1.05% | −8,198−6.4% | Reduced |
| Castleview Partners, LLC | 697,270 | $9.10M | 0.08% | +697,270 | New |
| Park National Corp | 118,665 | $9.09M | 0.35% | −7,259−5.8% | Reduced |
| Barrett Asset Management, LLC | 118,451 | $9.08M | 0.34% | +11,443+10.7% | Added |
| Curi Capital | 117,243 | $8.98M | 1.55% | +117,243 | New |
| Hoylecohen, LLC | 117,201 | $8.98M | 0.75% | +4,042+3.6% | Added |
| 1832 Asset Management L.P. | 114,988 | $8.94M | 0.02% | −161,079−58.3% | Reduced |
| Simmons Bank | 115,435 | $8.85M | 0.62% | −1,918−1.6% | Reduced |
| Evercore Wealth Management, LLC | 114,895 | $8.80M | 0.14% | −1,020−0.9% | Reduced |
| Congress Wealth Management LLC | 114,869 | $8.80M | 0.18% | +114,869 | New |
| Privium Fund Management B.V. | 113,156 | $8.73M | 1.74% | +113,156 | New |
| Jefferies Group LLC | 113,577 | $8.70M | 0.16% | −62,423−35.5% | Reduced |
| Parus Finance (UK) Ltd | 113,440 | $8.69M | 2.79% | −26,782−19.1% | Reduced |
| B. Riley Wealth Management, Inc. | 113,437 | $8.69M | 0.60% | −26,185−18.8% | Reduced |
| Fulton Bank, N.A. | 112,819 | $8.65M | 0.38% | −7,430−6.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 112,467 | $8.62M | 2.68% | −6,256−5.3% | Reduced |
| Advisory Services Network, LLC | 112,025 | $8.59M | 0.25% | +160.0% | Added |
| Bright Rock Capital Management, LLC | 112,000 | $8.58M | 1.95% | +40,000+55.6% | Added |
| SP Asset Management | 104,759 | $8.58M | 0.86% | +180.0% | Added |
| Estabrook Capital Management | 110,699 | $8.48M | 1.20% | −1,256−1.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 110,633 | $8.48M | 0.11% | +4,742+4.5% | Added |
| Bank of the West | 110,080 | $8.44M | 0.80% | +3,668+3.4% | Added |
| Atlantic Union Bankshares Corp | 109,974 | $8.43M | 0.71% | +3,454+3.2% | Added |
| Robeco Schweiz AG | 109,836 | $8.42M | 0.11% | +379+0.3% | Added |
| Miramar Capital, LLC | 109,688 | $8.41M | 2.85% | +10,480+10.6% | Added |
| Trust Co of Kansas | 109,650 | $8.40M | 4.45% | −2,526−2.3% | Reduced |
| Wetherby Asset Management Inc | 109,182 | $8.37M | 0.47% | −510.0% | Reduced |
| National Asset Management, Inc. | 109,158 | $8.37M | 0.24% | +3,514+3.3% | Added |
| Hutchinson Capital Management | 109,096 | $8.36M | 1.86% | −1,365−1.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 108,456 | $8.31M | 0.24% | −13,844−11.3% | Reduced |
| Camden National Bank | 108,300 | $8.30M | 1.46% | −1,627−1.5% | Reduced |
| Cumberland Partners Ltd | 107,165 | $8.21M | 0.58% | −10,220−8.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 107,139 | $8.21M | 1.38% | +6,252+6.2% | Added |
| Cheviot Value Management, LLC | 107,010 | $8.20M | 1.92% | +2,446+2.3% | Added |
| Grassi Investment Management | 106,749 | $8.18M | 0.83% | −1,099−1.0% | Reduced |
| 1st Source Bank | 106,265 | $8.14M | 0.48% | −1,550−1.4% | Reduced |
| Ally Financial Inc. | 106,000 | $8.12M | 0.74% | −94,000−47.0% | Reduced |
| Lee Danner & Bass Inc | 105,863 | $8.11M | 0.69% | −2,790−2.6% | Reduced |
| Lavaca Capital LLC | 105,082 | $8.05M | 3.57% | +60.0% | Added |
| Lynch & Associates | 105,070 | $8.05M | 1.90% | +2,862+2.8% | Added |
| Cutler Investment Counsel LLC | 104,882 | $8.04M | 1.21% | +1,153+1.1% | Added |
| Dowling & Yahnke LLC | 104,362 | $8.00M | 0.38% | −1,778−1.7% | Reduced |
| Kinneret Advisory, LLC | 103,186 | $7.98M | 0.83% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 104,079 | $7.98M | 0.21% | −13,150−11.2% | Reduced |
| Asset Planning Services, Ltd. | 103,953 | $7.97M | 3.68% | −2,152−2.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 103,643 | $7.94M | 1.57% | −4,330−4.0% | Reduced |
| Bard Financial Services, Inc. | 103,633 | $7.94M | 0.64% | −109−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 102,931 | $7.94M | 0.52% | +649+0.6% | Added |
| AlphaStar Capital Management, LLC | 97,337 | $7.92M | 0.63% | +6,108+6.7% | Added |
| Matthew Goff Investment Advisor, LLC | 103,240 | $7.91M | 1.81% | −111−0.1% | Reduced |
| Trust Co of Vermont | 103,223 | $7.91M | 0.50% | +4,730+4.8% | Added |
| PKO Investment Management Joint-Stock Co | 102,790 | $7.88M | 0.89% | +31,716+44.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 102,436 | $7.85M | 0.99% | −2,647−2.5% | Reduced |
| Griffin Asset Management, Inc. | 102,332 | $7.84M | 0.97% | +2,145+2.1% | Added |
| Novare Capital Management LLC | 102,178 | $7.83M | 0.79% | +2,903+2.9% | Added |
| Vident Investment Advisory, LLC | 101,818 | $7.80M | 0.20% | +13,958+15.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 95,425 | $7.78M | 0.11% | −96,693−50.3% | Reduced |
| Ethic Inc. | 101,086 | $7.75M | 0.60% | −1,586−1.5% | Reduced |
| Ameritas Investment Partners, Inc. | 100,783 | $7.72M | 0.26% | −857−0.8% | Reduced |
| Busey Wealth Management | 100,625 | $7.71M | 0.29% | −1,056−1.0% | Reduced |
| River Road Asset Management, LLC | 100,591 | $7.71M | 0.08% | −91,732−47.7% | Reduced |
| Stockman Wealth Management, Inc. | 100,419 | $7.70M | 1.57% | +1,672+1.7% | Added |
| Kestra Private Wealth Services, LLC | 100,211 | $7.68M | 0.37% | +2,051+2.1% | Added |
| Gabalex Capital Management LLC | 100,000 | $7.66M | 3.26% | −60,000−37.5% | Reduced |
| Canal Insurance CO | 100,000 | $7.66M | 2.26% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 93,160 | $7.62M | 0.18% | −69,336−42.7% | Reduced |
| Hillman Capital Management, Inc. | 98,696 | $7.56M | 2.60% | −1,041−1.0% | Reduced |
| West Coast Financial LLC | 98,632 | $7.56M | 1.08% | −525−0.5% | Reduced |
| Core Alternative Capital | 99,216 | $7.53M | 1.51% | +2,721+2.8% | Added |
| Circle Wealth Management, LLC | 97,605 | $7.48M | 0.98% | +6,210+6.8% | Added |
| Winslow Asset Management Inc | 97,116 | $7.44M | 1.31% | +742+0.8% | Added |
| Round Hill Asset Management | 96,918 | $7.43M | 3.73% | −250−0.3% | Reduced |
| GHP Investment Advisors, Inc. | 96,837 | $7.42M | 0.53% | +1,348+1.4% | Added |
| Rafferty Asset Management, LLC | 96,828 | $7.42M | 0.04% | +5,685+6.2% | Added |
| Strategic Advisors LLC | 95,560 | $7.32M | 1.04% | +53,929+129.5% | Added |
| Verdence Capital Advisors LLC | 95,218 | $7.30M | 0.86% | −11,251−10.6% | Reduced |
| Maryland Capital Management | 95,149 | $7.29M | 0.39% | +2,399+2.6% | Added |
| Park Avenue Securities LLC | 95,087 | $7.29M | 0.13% | +6,617+7.5% | Added |
| Blueshift Asset Management, LLC | 94,816 | $7.27M | 0.64% | +83,203+716.5% | Added |
| New England Asset Management Inc | 94,325 | $7.23M | 0.11% | +5,160+5.8% | Added |
| Parsons Capital Management Inc | 94,232 | $7.22M | 0.52% | −195−0.2% | Reduced |
| Avantax Advisory Services, Inc. | 94,000 | $7.20M | 0.11% | +7,820+9.1% | Added |
| Ledyard National Bank | 93,846 | $7.19M | 0.69% | +274+0.3% | Added |
| Cutler Capital Management, LLC | 93,800 | $7.19M | 2.62% | +2,150+2.3% | Added |
| Marco Investment Management LLC | 93,633 | $7.18M | 0.71% | +6,799+7.8% | Added |
| Vestmark Advisory Solutions, Inc. | 93,211 | $7.14M | 0.40% | −1,322−1.4% | Reduced |
| Keystone Financial Planning, Inc. | 92,950 | $7.12M | 2.43% | +2,968+3.3% | Added |
| QV Investors Inc. | 92,900 | $7.12M | 0.50% | 00.0% | Unchanged |