MERCK & CO INC (MRK)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
195
Reporting holders
$870.6M
Reported value
0.0%
Calls
0.0%
Puts
-3,665
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CACTI ASSET MANAGEMENT LLC | $96.3M | 644,977 | 5.08% | 32q | HELD |
| Douglas Lane & Associates, LLC | $77.4M | 532,699 | 1.04% | 32q | -3.5%-$2.8M |
| ROCKLAND TRUST CO | $66.6M | 458,433 | 2.55% | 32q | -6.5%-$4.6M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $53.7M | 369,628 | 0.64% | 32q | -1.9%-$1.0M |
| Quintet Private Bank (Europe) S.A. | $49.0M | 337,040 | 2.15% | 16q | +19.9%+$8.1M |
| CapWealth Advisors, LLC | $39.4M | 270,888 | 2.97% | 32q | -0.9%-$354.3K |
| EASTERN BANK | $28.5M | 195,900 | 0.43% | 32q | +2.2%+$601.6K |
| ARGENT CAPITAL MANAGEMENT LLC | $24.2M | 166,757 | 0.77% | 32q | -5.1%-$1.3M |
| Oak Grove Capital LLC | $23.3M | 160,388 | 1.05% | 32q | +0.9%+$218.4K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $20.6M | 142,000 | 3.90% | 22q | HELD |
| MassMutual Private Wealth & Trust, FSB | $20.4M | 140,363 | 0.54% | 32q | -6.9%-$1.5M |
| Farther Finance Advisors, LLC | $19.3M | 132,641 | 0.14% | 16q | +9.9%+$1.7M |
| Allen Mooney & Barnes Investment Advisors LLC | $18.3M | 125,784 | 2.72% | 19q | -0.7%-$137.2K |
| PARK NATIONAL CORP /OH/ | $17.6M | 120,805 | 0.48% | 32q | -6.1%-$1.1M |
| GAMMA Investing LLC | $14.6M | 100,519 | 0.49% | 12q | +5.8%+$803.1K |
| TOMPKINS FINANCIAL CORP | $13.5M | 92,848 | 0.95% | 31q | -0.7%-$90.7K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $11.3M | 77,959 | 0.75% | 32q | -3.4%-$395.4K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $10.2M | 70,117 | 0.88% | 20q | -16.4%-$2.0M |
| BONNESS ENTERPRISES INC | $10.1M | 69,500 | 3.28% | 32q | HELD |
| CoreCap Advisors, LLC | $9.7M | 66,609 | 0.28% | 19q | +8.3%+$744.6K |
| Valeo Financial Advisors, LLC | $8.1M | 55,775 | 0.17% | 32q | +3.1%+$241.1K |
| Insight Wealth Strategies, LLC | $7.9M | 54,318 | 0.78% | 5q | HELD |
| VALLEY WEALTH MANAGERS, INC. | $7.0M | 48,400 | 0.40% | 32q | -3.4%-$244.0K |
| Violich Capital Management, Inc. | $7.0M | 48,307 | 0.76% | 32q | -3.9%-$283.4K |
| Venture Visionary Partners LLC | $6.5M | 44,851 | 0.17% | 28q | -1.5%-$100.6K |
| Apella Capital, LLC | $6.3M | 43,902 | 0.08% | 26q | +16.6%+$890.9K |
| Wedmont Private Capital | $5.6M | 39,432 | 0.13% | 20q | +39.4%+$1.6M |
| Avidian Wealth Enterprises, LLC | $5.1M | 34,764 | 0.14% | 30q | +2.3%+$112.8K |
| Stokes Capital Advisors, LLC | $4.8M | 33,285 | 1.06% | 4q | +519.5%+$4.1M |
| Coastline Trust Co | $4.4M | 30,509 | 0.41% | 32q | HELD |
| Brown Shipley& Co Ltd | $4.3M | 29,398 | 2.06% | 15q | -20.0%-$1.1M |
| CENTRAL BANK & TRUST CO | $4.2M | 29,165 | 0.60% | 32q | -0.9%-$39.5K |
| Werlinich Asset Management, LLC | $4.2M | 28,835 | 1.62% | 23q | HELD |
| Wealth Enhancement Trust Services, Inc. | $4.1M | 27,996 | 0.43% | 4q | -56.0%-$5.2M |
| AMERICAN NATIONAL BANK & TRUST | $3.9M | 26,612 | 0.35% | 29q | -1.4%-$56.1K |
| Red Spruce Capital, LLC | $3.8M | 26,416 | 1.36% | 28q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $3.7M | 25,696 | 0.27% | 32q | -1.7%-$62.8K |
| LAWOOD & CO | $3.3M | 22,854 | 2.30% | 4q | -1.9%-$64.5K |
| Monument Capital Management | $3.3M | 22,830 | 0.69% | 32q | +0.7%+$24.0K |
| Dominguez Wealth Management Solutions, Inc. | $3.2M | 21,691 | 1.74% | 16q | -2.3%-$74.4K |
| Montecito Bank & Trust | $3.1M | 21,284 | 0.47% | 31q | HELD |
| Everhart Financial Group, Inc. | $2.9M | 20,241 | 0.18% | 19q | +3.9%+$110.0K |
| STABLEFORD CAPITAL II LLC | $2.8M | 19,310 | 0.97% | 14q | -3.2%-$91.7K |
| CONGRESS ASSET MANAGEMENT CO | $2.6M | 18,204 | 0.02% | 32q | +238.9%+$1.9M |
| AVITY INVESTMENT MANAGEMENT INC. | $2.6M | 18,087 | 0.16% | 32q | -1.7%-$45.8K |
| Graves Light Lenhart Wealth, Inc. | $2.6M | 17,854 | 0.24% | 32q | -3.0%-$80.4K |
| MOODY NATIONAL BANK TRUST DIVISION | $2.5M | 17,413 | 0.21% | 32q | -15.6%-$467.2K |
| CYPRESS ASSET MANAGEMENT INC/TX | $2.5M | 16,927 | 0.49% | 32q | -2.1%-$51.6K |
| Legacy Private Trust Co. | $2.4M | 16,507 | 0.13% | 32q | -1.2%-$29.4K |
| Atlas Brown,Inc. | $2.4M | 16,408 | 0.63% | 32q | +1.4%+$33.0K |
| Dorato Capital Management | $2.3M | 16,370 | 1.56% | 4q | HELD |
| Castle Rock Wealth Management, LLC | $2.3M | 16,389 | 0.44% | 6q | -42.3%-$1.7M |
| DOLIVER ADVISORS, LP | $2.3M | 15,861 | 0.50% | 32q | -4.0%-$96.0K |
| Grove Bank & Trust | $2.3M | 15,645 | 0.23% | 32q | +0.6%+$12.9K |
| CHAPIN DAVIS, INC. | $2.2M | 15,136 | 0.42% | 16q | HELD |
| DIVERSIFIED MANAGEMENT INC | $2.1M | 14,785 | 0.38% | 4q | +65.0%+$846.3K |
| Whitaker-Myers Wealth Managers, LTD. | $2.1M | 14,361 | 0.34% | 3q | -28.2%-$820.1K |
| Exchange Bank | $2.1M | 14,330 | 1.29% | 14q | HELD |
| Bank & Trust Co | $2.1M | 14,318 | 1.31% | 10q | -0.8%-$17.6K |
| Central Pacific Bank - Trust Division | $2.1M | 14,210 | 0.22% | 11q | -16.0%-$394.4K |
| Heartwood Wealth Advisors LLC | $2.0M | 13,927 | 0.16% | 7q | +3.4%+$66.4K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $2.0M | 13,895 | 0.47% | 17q | -27.4%-$760.7K |
| Acropolis Investment Management, LLC | $2.0M | 13,744 | 0.08% | 16q | -51.6%-$2.1M |
| Gerald Baker Financial Group LLC | $1.9M | 13,401 | 0.55% | 3q | HELD |
| GoalVest Advisory LLC | $1.9M | 13,395 | 0.34% | 22q | HELD |
| Whalen Wealth Management Inc. | $1.9M | 13,162 | 0.82% | 4q | +5.7%+$102.7K |
| Bill Few Associates, Inc. | $1.8M | 12,410 | 0.37% | 20q | HELD |
| Versant Capital Management, Inc | $1.8M | 12,270 | 0.15% | 32q | +1.5%+$26.9K |
| Worth Asset Management, LLC | $1.8M | 12,235 | 0.52% | 4q | +196.6%+$1.2M |
| Adelphi Trust Co | $1.7M | 11,830 | 1.13% | 4q | -3.7%-$65.5K |
| AVAII WEALTH MANAGEMENT, LLC | $1.7M | 11,720 | 0.49% | 6q | -4.3%-$75.3K |
| Canandaigua National Trust Co of Florida | $1.7M | 11,515 | 0.93% | 8q | HELD |
| HALL LAURIE J TRUSTEE | $1.5M | 10,314 | 0.48% | 30q | -15.2%-$268.8K |
| Breakwater Capital Group | $1.5M | 10,090 | 0.17% | 16q | -5.3%-$81.4K |
| Dickmeyer Boyce Financial Management, Inc. | $1.4M | 9,950 | 0.74% | 3q | -1.8%-$26.0K |
| Balefire, LLC | $1.4M | 9,949 | 0.23% | 6q | -0.9%-$13.1K |
| Hickory Point Bank & Trust | $1.4M | 9,865 | 0.86% | 8q | -1.8%-$26.9K |
| Crumly & Associates Inc. | $1.4M | 9,768 | 0.25% | 27q | +5.9%+$79.0K |
| Intelligence Driven Advisers, LLC | $1.4M | 9,377 | 0.24% | 10q | -3.5%-$49.8K |
| Greenfield Savings Bank | $1.3M | 8,945 | 0.49% | 13q | +4.7%+$57.8K |
| Stonebridge Financial Group, LLC | $1.3M | 8,894 | 0.10% | 8q | +1.7%+$21.4K |
| General Partner, Inc. | $1.3M | 8,686 | 0.68% | 16q | HELD |
| Bank of New Hampshire | $1.2M | 8,433 | 0.26% | 22q | -0.5%-$6.5K |
| Trust Co | $1.2M | 8,350 | 0.11% | 32q | +2.0%+$24.1K |
| YHB Investment Advisors, Inc. | $1.2M | 8,328 | 0.08% | 32q | -0.8%-$10.2K |
| Cooper Financial Group | $1.2M | 8,281 | 0.10% | 19q | +2.4%+$27.9K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $1.2M | 8,236 | 0.86% | 4q | +8.9%+$97.5K |
| Ridgewood Investments LLC | $1.2M | 8,238 | 0.44% | 9q | -12.7%-$174.7K |
| Investors Research Corp | $1.2M | 8,031 | 0.21% | 32q | -8.5%-$108.7K |
| RIVERSEDGE ADVISORS, LLC | $1.1M | 7,830 | 0.14% | 5q | +13.8%+$138.0K |
| TrueWealth Advisors, LLC | $1.1M | 7,747 | 0.25% | 4q | +9.0%+$92.7K |
| Bath Savings Trust Co | $1.1M | 7,386 | 0.11% | 32q | +2.2%+$23.1K |
| SAPIENT CAPITAL LLC | $1.1M | 7,267 | 0.01% | 4q | -50.4%-$1.1M |
| RFG - Bristol Wealth Advisors, LLC | $1.0M | 6,915 | 0.24% | 8q | -3.3%-$34.3K |
| M.E. ALLISON & CO., INC. | $988.5K | 6,803 | 0.55% | 8q | -5.6%-$58.1K |
| Cox Capital Mgt LLC | $973.3K | 6,698 | 0.55% | 32q | HELD |
| New Covenant Trust Company, N.A. | $964.6K | 6,638 | 0.67% | 11q | +5.8%+$52.6K |
| DAVIDSON TRUST CO | $946.3K | 6,512 | 0.37% | 28q | -4.7%-$46.5K |
| Hamilton Capital, LLC | $922.9K | 6,351 | 0.05% | 30q | -2.7%-$25.1K |
| Meadowbrook Wealth Management, LLC | $878.0K | 6,402 | 0.92% | new | NEW |
Showing the largest 100 of 203 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-12 | Zachary Jennifer | EVP, General Counsel | Sold | 80,315 | $10.7M |
| 2026-08-05 | Williams David Michael | EVP,Chief Info&Digital Officer | Sold | 52,847 | $6.8M ×3 |
| 2026-08-10 | DeLuca Richard R. | EVP&Pres, Merck Animal Heallth | Sold | 20,784 | $2.7M |
| 2026-08-05 | Maraldo David R. | EVP & Pres. MMD | Sold | 18,706 | $2.4M ×3 |
| 2026-08-06 | Guindo Chirfi | EVP, Access, Policy & Comms | Sold | 15,000 | $2.0M |
| 2026-08-11 | DeLuca Richard R. | EVP&Pres, Merck Animal Heallth | Sold | 12,837 | $1.7M ×2 |
| 2026-08-12 | DeLuca Richard R. | EVP&Pres, Merck Animal Heallth | Sold | 11,699 | $1.5M ×2 |
| 2026-08-13 | Guindo Chirfi | EVP, Access, Policy & Comms | Sold | 10,000 | $1.4M |
| 2026-08-06 | DeLuca Richard R. | EVP&Pres, Merck Animal Heallth | Sold | 6,050 | $788.8K ×3 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 195 | $870.6M | 5,977,295 | 10 | 55 | 82 | 0.0% |
| Q2 2026 | 3,860 | $286.9B | 2,176,840,085 | 165 | 1,427 | 1,314 | 2.6% |
| Q1 2026 | 3,804 | $244.0B | 1,963,923,442 | 265 | 1,267 | 1,439 | 2.6% |
| Q4 2025 | 3,679 | $214.5B | 1,975,378,107 | 297 | 1,222 | 1,297 | 3.0% |
| Q3 2025 | 3,322 | $168.4B | 1,942,411,810 | 155 | 1,213 | 1,311 | 3.2% |
| Q2 2025 | 3,337 | $161.9B | 1,980,003,197 | 134 | 1,194 | 1,433 | 3.1% |
| Q1 2025 | 3,463 | $182.3B | 1,976,730,944 | 140 | 1,212 | 1,495 | 2.7% |
| Q4 2024 | 3,611 | $201.2B | 1,988,599,296 | 107 | 1,176 | 1,447 | 1.7% |
| Q3 2024 | 3,491 | $229.1B | 1,985,549,980 | 93 | 1,334 | 1,248 | 1.7% |
| Q2 2024 | 3,553 | $250.1B | 1,988,402,589 | 127 | 1,367 | 1,196 | 1.5% |
| Q1 2024 | 3,547 | $276.6B | 2,055,785,623 | 202 | 1,208 | 1,329 | 2.0% |
| Q4 2023 | 3,440 | $222.4B | 2,003,734,179 | 129 | 1,071 | 1,334 | 1.7% |
| Q3 2023 | 3,220 | $205.7B | 1,956,965,868 | 104 | 1,100 | 1,231 | 1.6% |
| Q2 2023 | 3,266 | $227.4B | 1,933,217,439 | 140 | 1,050 | 1,308 | 1.7% |
| Q1 2023 | 3,184 | $213.7B | 1,976,206,766 | 117 | 1,018 | 1,336 | 1.6% |
| Q4 2022 | 3,236 | $222.1B | 1,956,208,697 | 202 | 1,025 | 1,166 | 2.3% |
| Q3 2022 | 2,993 | $168.2B | 1,900,764,172 | 96 | 1,180 | 972 | 2.5% |
| Q2 2022 | 3,022 | $176.1B | 1,879,626,000 | 161 | 1,180 | 1,006 | 2.6% |
| Q1 2022 | 2,951 | $156.4B | 1,853,207,088 | 146 | 1,257 | 905 | 2.7% |
| Q4 2021 | 2,906 | $149.5B | 1,867,181,582 | 134 | 1,111 | 858 | 4.3% |
| Q3 2021 | 2,650 | $143.3B | 1,843,814,470 | 78 | 1,097 | 876 | 3.2% |
| Q2 2021 | 2,675 | $147.3B | 1,859,438,088 | 106 | 1,147 | 875 | 1.9% |
| Q1 2021 | 2,678 | $146.0B | 1,861,201,604 | 105 | 1,151 | 921 | 1.9% |
| Q4 2020 | 2,699 | $159.3B | 1,885,650,961 | 101 | 1,097 | 828 | 2.1% |
| Q3 2020 | 2,559 | $159.3B | 1,885,797,949 | 139 | 987 | 848 | 1.9% |
| Q2 2020 | 2,493 | $149.2B | 1,900,654,631 | 117 | 1,033 | 795 | 1.5% |
| Q1 2020 | 2,472 | $150.3B | 1,921,701,582 | 113 | 1,011 | 895 | 1.7% |
| Q4 2019 | 2,534 | $183.0B | 1,969,008,310 | 103 | 876 | 814 | 2.0% |
| Q3 2019 | 2,304 | $166.0B | 1,933,202,651 | 89 | 838 | 837 | 1.9% |
| Q2 2019 | 2,290 | $168.9B | 1,971,936,420 | 110 | 824 | 852 | 2.1% |
| Q1 2019 | 2,288 | $167.2B | 1,972,892,065 | 113 | 732 | 920 | 1.9% |
| Q4 2018 | 2,240 | $159.3B | 2,038,469,925 | 12 | 32 | 40 | 2.3% |