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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 69,902 | $5.36M | 0.16% | +34,033+94.9% | Added |
| Rossmore Private Capital | 69,869 | $5.36M | 0.84% | +16,778+31.6% | Added |
| Courier Capital LLC | 69,516 | $5.33M | 0.50% | −290.0% | Reduced |
| Bonness Enterprises Inc | 69,500 | $5.33M | 2.46% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 69,513 | $5.33M | 0.97% | +1,276+1.9% | Added |
| Narwhal Capital Management | 69,128 | $5.30M | 0.60% | +1,720+2.6% | Added |
| Everence Capital Management Inc | 69,011 | $5.29M | 0.39% | +18,530+36.7% | Added |
| Beach Investment Counsel Inc | 68,994 | $5.29M | 0.70% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 68,985 | $5.29M | 2.40% | −2,858−4.0% | Reduced |
| BLB&B Advisors, LLC | 68,527 | $5.25M | 0.34% | −28,304−29.2% | Reduced |
| Profund Advisors LLC | 68,240 | $5.23M | 0.17% | +719+1.1% | Added |
| Asset Advisors Investment Management, LLC | 68,198 | $5.23M | 0.53% | −200−0.3% | Reduced |
| Viking Fund Management LLC | 68,000 | $5.21M | 1.37% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 67,327 | $5.18M | 1.00% | +6,882+11.4% | Added |
| Venture Visionary Partners LLC | 68,220 | $5.17M | 0.34% | −1,960−2.8% | Reduced |
| Flputnam Investment Management Co | 66,681 | $5.11M | 0.16% | +9,616+16.9% | Added |
| Cardinal Capital Management | 66,165 | $5.07M | 1.00% | −76−0.1% | Reduced |
| Wisconsin Capital Management LLC | 66,134 | $5.07M | 2.08% | +6,575+11.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 65,973 | $5.06M | 0.47% | +187+0.3% | Added |
| Mill Capital Management, LLC | 65,835 | $5.05M | 0.52% | +65,835 | New |
| Garland Capital Management Inc | 65,725 | $5.04M | 3.47% | −1,750−2.6% | Reduced |
| Studio Investment Management LLC | 65,590 | $5.03M | 1.81% | +2,355+3.7% | Added |
| KCM Investment Advisors LLC | 65,473 | $5.02M | 0.17% | +1,305+2.0% | Added |
| HBW Advisory Services LLC | 65,464 | $5.02M | 1.17% | +3,030+4.9% | Added |
| Pekin Hardy Strauss, Inc. | 64,991 | $4.98M | 0.68% | +1,664+2.6% | Added |
| Duality Advisers, LP | 64,942 | $4.98M | 0.54% | +64,942 | New |
| Monte Financial Group, LLC | 64,907 | $4.97M | 2.62% | −1,911−2.9% | Reduced |
| BTC Capital Management, Inc. | 64,778 | $4.97M | 0.49% | +1,250+2.0% | Added |
| Chicago Trust Co NA | 64,627 | $4.95M | 0.99% | +717+1.1% | Added |
| Berger Financial Group, Inc | 64,484 | $4.94M | 0.66% | +5,122+8.6% | Added |
| Magnetar Financial LLC | 64,264 | $4.92M | 0.05% | +64,264 | New |
| Zuckerman Investment Group, LLC | 64,196 | $4.92M | 0.76% | −2,512−3.8% | Reduced |
| Bank of Hawaii | 64,183 | $4.92M | 0.26% | −774−1.2% | Reduced |
| Excalibur Management Corp | 64,097 | $4.91M | 1.98% | +305+0.5% | Added |
| Rench Wealth Management, Inc. | 64,028 | $4.91M | 2.21% | +277+0.4% | Added |
| Redpoint Investment Management Pty Ltd | 64,012 | $4.91M | 0.39% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 63,980 | $4.90M | 0.70% | −458−0.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 63,925 | $4.90M | 0.80% | +41,310+182.7% | Added |
| Rothschild Capital Partners, LLC | 63,820 | $4.89M | 1.46% | +2,061+3.3% | Added |
| First American Bank | 63,775 | $4.89M | 0.26% | −553−0.9% | Reduced |
| Azzad Asset Management Inc | 63,549 | $4.87M | 0.65% | −190−0.3% | Reduced |
| Mairs & Power Inc | 63,502 | $4.87M | 0.05% | −526−0.8% | Reduced |
| Northeast Investment Management | 63,430 | $4.86M | 0.24% | +151+0.2% | Added |
| Bank Ozk | 63,341 | $4.86M | 1.98% | +319+0.5% | Added |
| Tower Bridge Advisors | 63,341 | $4.85M | 0.30% | −1,279−2.0% | Reduced |
| Seeyond | 63,330 | $4.85M | 0.45% | −36,395−36.5% | Reduced |
| Trust Co of Toledo NA | 63,126 | $4.84M | 0.72% | −290.0% | Reduced |
| Institutional & Family Asset Management, LLC | 63,076 | $4.83M | 0.76% | +2,083+3.4% | Added |
| Boston Research & Management Inc | 63,074 | $4.83M | 1.32% | +105+0.2% | Added |
| VisionPoint Advisory Group, LLC | 61,511 | $4.83M | 2.11% | +2,656+4.5% | Added |
| Covenant Asset Management, LLC | 62,911 | $4.82M | 1.30% | −110.0% | Reduced |
| Chemung Canal Trust Co | 62,863 | $4.82M | 0.87% | −64,899−50.8% | Reduced |
| Regent Investment Management LLC | 62,775 | $4.81M | 1.05% | +2,073+3.4% | Added |
| JustInvest LLC | 62,731 | $4.81M | 0.28% | +18,364+41.4% | Added |
| Point72 Hong Kong Ltd | 62,727 | $4.81M | 0.40% | −85,704−57.7% | Reduced |
| Hallmark Capital Management Inc | 62,555 | $4.79M | 0.38% | +1,019+1.7% | Added |
| NBT Bank N A | 62,470 | $4.79M | 0.62% | +130.0% | Added |
| Prospera Financial Services Inc | 62,406 | $4.79M | 0.21% | +3,571+6.1% | Added |
| Barbara Oil Co. | 62,295 | $4.77M | 2.06% | 00.0% | Unchanged |
| Capital Counsel LLC | 62,233 | $4.77M | 0.20% | −143−0.2% | Reduced |
| Frontier Wealth Management LLC | 61,883 | $4.74M | 0.31% | −911−1.5% | Reduced |
| Capital Analysts, LLC | 61,862 | $4.74M | 0.29% | +569+0.9% | Added |
| Chesley Taft & Associates LLC | 61,830 | $4.74M | 0.25% | +4,320+7.5% | Added |
| Avitas Wealth Management LLC | 61,506 | $4.71M | 0.79% | +1,115+1.8% | Added |
| PFS Investments Inc. | 60,872 | $4.67M | 0.09% | +3,986+7.0% | Added |
| Apollon Wealth Management, LLC | 60,849 | $4.66M | 0.37% | +21,613+55.1% | Added |
| SeaCrest Wealth Management, LLC | 60,819 | $4.66M | 0.51% | +7,029+13.1% | Added |
| Berkshire Bank | 60,716 | $4.65M | 1.03% | −138−0.2% | Reduced |
| HBK Sorce Advisory LLC | 60,531 | $4.64M | 0.23% | −7,609−11.2% | Reduced |
| Kingsview Wealth Management, LLC | 60,408 | $4.63M | 0.19% | +970+1.6% | Added |
| Edgemoor Investment Advisors, Inc. | 60,291 | $4.62M | 0.47% | −18,340−23.3% | Reduced |
| Birmingham Capital Management Co Inc | 60,169 | $4.61M | 1.67% | −500−0.8% | Reduced |
| Sepio Capital, LP | 60,148 | $4.61M | 0.35% | +1,972+3.4% | Added |
| Bridges Investment Management Inc | 59,995 | $4.60M | 0.13% | −3,755−5.9% | Reduced |
| Brick & Kyle, Associates | 59,715 | $4.58M | 2.14% | −2,332−3.8% | Reduced |
| Madison Asset Management, LLC | 59,659 | $4.57M | 0.06% | −954−1.6% | Reduced |
| MMBG Investment Advisors Co. | 59,224 | $4.54M | 0.44% | +59,224 | New |
| Avantax Planning Partners, Inc. | 59,197 | $4.54M | 0.19% | +1,123+1.9% | Added |
| Boston Financial Mangement LLC | 59,017 | $4.52M | 0.16% | +980+1.7% | Added |
| Twinbeech Capital LP | 58,908 | $4.51M | 0.26% | +58,908 | New |
| A. D. Beadell Investment Counsel, Inc. | 58,860 | $4.51M | 2.82% | +10,167+20.9% | Added |
| Moody Lynn & Lieberson, LLC | 58,729 | $4.50M | 0.30% | −160−0.3% | Reduced |
| Carolina Wealth Advisors, LLC | 58,712 | $4.50M | 2.54% | −410−0.7% | Reduced |
| Martin Capital Partners, LLC | 57,915 | $4.44M | 2.10% | −2,017−3.4% | Reduced |
| We Are One Seven, LLC | 57,877 | $4.44M | 0.46% | +10,893+23.2% | Added |
| Valeo Financial Advisors, LLC | 76,498 | $4.43M | 0.24% | −3,576−4.5% | Reduced |
| Exane Derivatives | 57,438 | $4.40M | 1.07% | −4,987−8.0% | Reduced |
| Cigna Investments Inc | 57,387 | $4.40M | 0.35% | −20,193−26.0% | Reduced |
| Choate Investment Advisors | 57,147 | $4.38M | 0.26% | −878−1.5% | Reduced |
| Murphy Capital Management Inc | 56,994 | $4.37M | 0.47% | −569−1.0% | Reduced |
| Jacobi Capital Management LLC | 56,879 | $4.36M | 0.52% | +3,442+6.4% | Added |
| Walled Lake Planning & Wealth Management, LLC | 56,879 | $4.36M | 2.53% | −1,315−2.3% | Reduced |
| Shorepoint Capital Partners LLC | 56,835 | $4.36M | 1.77% | +710+1.3% | Added |
| FRG Family Wealth Advisors LLC | 56,837 | $4.36M | 0.81% | +874+1.6% | Added |
| Richard Bernstein Advisors LLC | 56,828 | $4.36M | 0.08% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 56,580 | $4.34M | 0.38% | −10,058−15.1% | Reduced |
| MainStreet Investment Advisors LLC | 56,236 | $4.31M | 0.38% | −1,495−2.6% | Reduced |
| Level Four Advisory Services, LLC | 55,977 | $4.29M | 0.33% | +14,771+35.8% | Added |
| Brown Advisory Securities, LLC | 55,789 | $4.28M | 1.82% | −24,444−30.5% | Reduced |
| Montgomery Investment Management Inc | 55,832 | $4.28M | 1.44% | −300−0.5% | Reduced |