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 |
|---|---|---|---|---|---|
| Hamel Associates, Inc. | 92,897 | $7.12M | 2.55% | +1,645+1.8% | Added |
| Diversified Trust Co | 92,314 | $7.08M | 0.23% | +3,246+3.6% | Added |
| Hi-Line Capital Management, LLC | 91,340 | $7.06M | 2.60% | +106+0.1% | Added |
| Naples Global Advisors, LLC | 91,898 | $7.04M | 0.82% | +3,161+3.6% | Added |
| Boyd Watterson Asset Management LLC | 91,850 | $7.04M | 2.34% | +310+0.3% | Added |
| First Nebraska Trust Co | 91,611 | $7.02M | 0.84% | +2,533+2.8% | Added |
| Stamos Capital Partners, L.P. | 90,800 | $6.96M | 3.23% | +26,050+40.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 90,606 | $6.94M | 0.86% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 90,406 | $6.93M | 1.30% | +6,672+8.0% | Added |
| Edgestream Partners, L.P. | 90,289 | $6.92M | 0.43% | +63,222+233.6% | Added |
| Carret Asset Management, LLC | 90,137 | $6.91M | 0.76% | +2,230+2.5% | Added |
| Adalta Capital Management LLC | 89,235 | $6.89M | 3.18% | +13,125+17.2% | Added |
| Clearstead Advisors, LLC | 89,856 | $6.89M | 0.47% | +2,469+2.8% | Added |
| Capital Fund Management S.A. | 89,619 | $6.87M | 0.18% | +62,835+234.6% | Added |
| Caption Management, LLC | 89,000 | $6.82M | 0.42% | −151,000−62.9% | Reduced |
| HAP Trading, LLC | 88,886 | $6.81M | 0.47% | +514+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 88,789 | $6.80M | 0.71% | +1,597+1.8% | Added |
| Investment House LLC | 88,566 | $6.79M | 0.44% | −10,240−10.4% | Reduced |
| Johnson Investment Counsel Inc | 87,745 | $6.79M | 0.08% | +555+0.6% | Added |
| Violich Capital Management, Inc. | 88,311 | $6.77M | 0.97% | +1,600+1.8% | Added |
| KMG Fiduciary Partners, LLC | 88,294 | $6.77M | 1.05% | −2,034−2.3% | Reduced |
| Alpine Woods Capital Investors, LLC | 88,261 | $6.76M | 0.67% | −249−0.3% | Reduced |
| Eagle Rock Investment Company, LLC | 88,173 | $6.76M | 1.29% | +88,173 | New |
| Davy Global Fund Management Ltd | 88,057 | $6.75M | 1.03% | −14,219−13.9% | Reduced |
| Cetera Advisors LLC | 87,872 | $6.74M | 0.14% | −12,022−12.0% | Reduced |
| Salem Capital Management Inc | 87,721 | $6.72M | 3.49% | −950−1.1% | Reduced |
| Edge Capital Group, LLC | 87,363 | $6.70M | 0.48% | −1,124−1.3% | Reduced |
| Desjardins Global Asset Management Inc. | 87,358 | $6.70M | 0.57% | +87,358 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 87,137 | $6.68M | 0.73% | −60−0.1% | Reduced |
| Mitchell Sinkler & Starr | 86,941 | $6.66M | 1.98% | +64,896+294.4% | Added |
| Buckley Wealth Management, LLC | 86,801 | $6.65M | 1.94% | −11,077−11.3% | Reduced |
| Ziegler Capital Management, LLC | 86,237 | $6.62M | 0.24% | +1,196+1.4% | Added |
| Canandaigua National Corp | 86,394 | $6.62M | 0.98% | +6,445+8.1% | Added |
| GAM Holding AG | 86,333 | $6.62M | 0.29% | −49,912−36.6% | Reduced |
| Wedbush Securities Inc | 86,181 | $6.61M | 0.28% | −1,989−2.3% | Reduced |
| Toroso Investments, LLC | 85,702 | $6.57M | 0.20% | +34,233+66.5% | Added |
| Security National Bank | 85,465 | $6.55M | 1.48% | +686+0.8% | Added |
| Clifford Swan Investment Counsel LLC | 85,297 | $6.54M | 0.23% | −474−0.6% | Reduced |
| W Advisors, LLC | 85,068 | $6.52M | 4.86% | +85,068 | New |
| Corbenic Partners LLC | 84,195 | $6.51M | 1.26% | +5,464+6.9% | Added |
| Perigon Wealth Management, LLC | 84,825 | $6.50M | 0.47% | −1,766−2.0% | Reduced |
| WealthBridge Investment Counsel Inc. | 84,345 | $6.46M | 2.74% | +775+0.9% | Added |
| Argyle Capital Management Inc. | 84,092 | $6.45M | 2.01% | 00.0% | Unchanged |
| Sky Investment Group LLC | 84,038 | $6.44M | 1.30% | +339+0.4% | Added |
| Cary Street Partners Asset Management LLC | 83,890 | $6.43M | 1.38% | −2,003−2.3% | Reduced |
| Advisor Partners LLC | 83,666 | $6.41M | 0.39% | −1,456−1.7% | Reduced |
| Annex Advisory Services, LLC | 83,492 | $6.40M | 0.44% | +19,931+31.4% | Added |
| Private Advisory Group LLC | 83,335 | $6.39M | 1.31% | +20,463+32.5% | Added |
| Dakota Wealth Management | 83,288 | $6.38M | 0.67% | −12,396−13.0% | Reduced |
| Rodgers Brothers Inc. | 83,106 | $6.37M | 1.13% | −6,839−7.6% | Reduced |
| Evergreen Capital Management LLC | 83,028 | $6.36M | 0.25% | +4,588+5.8% | Added |
| Adviser Investments LLC | 82,871 | $6.35M | 0.43% | −18,120−17.9% | Reduced |
| Augustine Asset Management Inc | 82,181 | $6.30M | 3.09% | +4,875+6.3% | Added |
| Ellsworth Advisors, LLC | 81,964 | $6.28M | 2.32% | +7,037+9.4% | Added |
| Tompkins Financial Corp | 81,398 | $6.24M | 1.11% | +590+0.7% | Added |
| Providence Capital Advisors, LLC | 81,228 | $6.22M | 1.72% | +409+0.5% | Added |
| Inlet Private Wealth, LLC | 81,164 | $6.22M | 1.51% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 80,469 | $6.22M | 0.36% | +13,747+20.6% | Added |
| NJ State Employees Deferred Compensation Plan | 80,252 | $6.15M | 0.77% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 79,659 | $6.11M | 0.19% | +27,358+52.3% | Added |
| Principle Wealth Partners LLC | 79,595 | $6.10M | 0.64% | +1,304+1.7% | Added |
| Sigma Planning Corp | 79,226 | $6.07M | 0.17% | +2,417+3.1% | Added |
| Spire Wealth Management | 79,092 | $6.06M | 0.13% | +17,464+28.3% | Added |
| Ashfield Capital Partners, LLC | 79,033 | $6.06M | 0.39% | −600−0.8% | Reduced |
| Geneos Wealth Management Inc. | 78,607 | $6.03M | 0.23% | −7,348−8.5% | Reduced |
| Beech Hill Advisors, Inc. | 77,934 | $5.97M | 2.27% | +581+0.8% | Added |
| Buffington Mohr McNeal | 77,553 | $5.94M | 1.02% | +1,242+1.6% | Added |
| Mutual Advisors, LLC | 77,447 | $5.94M | 0.31% | +5,566+7.7% | Added |
| First Farmers & Merchants Bank / Trust | 77,403 | $5.93M | 5.90% | +77,403 | New |
| Hennion & Walsh Asset Management, Inc. | 77,343 | $5.93M | 0.29% | −6,709−8.0% | Reduced |
| Jarislowsky, Fraser Ltd | 76,987 | $5.90M | 0.03% | −23,800−23.6% | Reduced |
| tru Independence LLC | 76,887 | $5.89M | 1.61% | −865−1.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 76,725 | $5.88M | 0.11% | +740+1.0% | Added |
| Lincoln National Corp | 75,977 | $5.82M | 0.12% | +1,999+2.7% | Added |
| Gluskin Sheff & Assoc Inc | 75,418 | $5.78M | 0.24% | +6,246+9.0% | Added |
| FLC Capital Advisors | 75,050 | $5.75M | 1.60% | +1,477+2.0% | Added |
| Northeast Financial Consultants Inc | 75,038 | $5.75M | 0.35% | −1,152−1.5% | Reduced |
| Northwest Bancshares, Inc. | 74,922 | $5.74M | 1.13% | −718−0.9% | Reduced |
| Anchor Investment Management, LLC | 74,828 | $5.73M | 0.71% | +12,010+19.1% | Added |
| Deseret Mutual Benefit Administrators | 74,185 | $5.69M | 0.96% | +13,355+22.0% | Added |
| Moody National Bank Trust Division | 73,845 | $5.66M | 0.17% | −145,193−66.3% | Reduced |
| Rathbone Brothers plc | 73,780 | $5.65M | 0.05% | +830+1.1% | Added |
| One Capital Management, LLC | 73,684 | $5.65M | 0.43% | +2,070+2.9% | Added |
| Guyasuta Investment Advisors Inc | 73,619 | $5.64M | 0.37% | −3,255−4.2% | Reduced |
| Opus Investment Management Inc | 73,400 | $5.63M | 0.80% | −3,700−4.8% | Reduced |
| Boit C F David | 73,199 | $5.61M | 3.56% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 73,143 | $5.61M | 0.34% | −46,043−38.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 73,141 | $5.61M | 0.54% | +55,650+318.2% | Added |
| Trust Co of Virginia | 73,136 | $5.61M | 0.56% | −411−0.6% | Reduced |
| Icon Wealth Partners, LLC | 72,762 | $5.58M | 0.56% | +1,269+1.8% | Added |
| Twin Capital Management Inc | 72,262 | $5.54M | 0.55% | +5,865+8.8% | Added |
| XML Financial, LLC | 72,215 | $5.54M | 0.67% | +275+0.4% | Added |
| Alerus Financial NA | 71,780 | $5.50M | 0.45% | +22,197+44.8% | Added |
| Marble Harbor Investment Counsel, LLC | 71,766 | $5.50M | 0.64% | +459+0.6% | Added |
| Amica Mutual Insurance Co | 71,548 | $5.48M | 0.46% | −14,706−17.0% | Reduced |
| Allied Investment Advisors, LLC | 71,330 | $5.47M | 1.87% | +5,194+7.9% | Added |
| Rothschild Investment Corp | 71,324 | $5.47M | 0.42% | +2,493+3.6% | Added |
| Eliot Finkel Investment Counsel, LLC | 70,860 | $5.43M | 3.18% | −830−1.2% | Reduced |
| PointState Capital LP | 70,000 | $5.37M | 0.17% | −495,925−87.6% | Reduced |
| Tamarack Advisers, LP | 70,000 | $5.37M | 2.22% | +70,000 | New |