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, Q2 2025
Institutional positions in Merck & Co., Inc. as of Jun 30, 2025. 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
- 3,337
- −73 vs. Q1 2025
- Shares held
- 1.97B
- −5.75M (−0.3%) vs. Q1 2025
- Total value
- $155.9B
- −$21.3B (−12.0%) vs. Q1 2025
- New holders
- 178
- 1,301 more added
- Sold out
- 251
- 1,539 more reduced
49 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jmac Enterprises LLC | 5,488 | $434.5K | 0.09% | +302+5.8% | Added |
| Cornerstone Capital, Inc. | 5,498 | $435.2K | 0.05% | 00.0% | Unchanged |
| Henshaw Capital LLC | 5,500 | $435.4K | 0.02% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 5,506 | $435.9K | 0.43% | +20.0% | Added |
| Campion Asset Management LLC | 5,507 | $435.9K | 0.33% | −135−2.4% | Reduced |
| Zevin Asset Management LLC | 5,506 | $436.0K | 0.06% | −1,800−24.6% | Reduced |
| Beacon Capital Management, LLC | 5,511 | $436.3K | 0.06% | −506−8.4% | Reduced |
| Steadtrust LLC | 5,516 | $436.7K | 0.34% | +5,516 | New |
| Hill Investment Group Partners, LLC | 5,524 | $437.3K | 0.06% | +53+1.0% | Added |
| Trail Ridge Investment Advisors, LLC | 5,598 | $437.3K | 0.21% | −143−2.5% | Reduced |
| Carr Financial Group Corp | 5,525 | $437.3K | 0.13% | −405−6.8% | Reduced |
| MFA Wealth Services | 5,533 | $438.0K | 0.33% | −212−3.7% | Reduced |
| Prelude Capital Management, LLC | 5,537 | $438.3K | 0.04% | −596−9.7% | Reduced |
| Congress Park Capital LLC | 5,560 | $440.1K | 0.14% | −21−0.4% | Reduced |
| Baldwin Investment Management, LLC | 5,570 | $440.9K | 0.05% | −650−10.5% | Reduced |
| Zions Bancorporation, National Association | 5,591 | $442.6K | 0.02% | +178+3.3% | Added |
| American Alpha Advisors, LLC | 5,591 | $442.6K | 0.36% | +913+19.5% | Added |
| Magnolia Capital Advisors LLC | 5,592 | $442.7K | 0.11% | −13,723−71.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,597 | $443.1K | 0.14% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 5,600 | $443.3K | 0.11% | −353−5.9% | Reduced |
| Shayne & Co., LLC | 5,611 | $444.2K | 0.15% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5,619 | $444.8K | 0.05% | +476+9.3% | Added |
| Tower Wealth Partners, Inc. | 5,625 | $445.3K | 0.26% | +943+20.1% | Added |
| Hazlett, Burt & Watson, Inc. | 5,608 | $446.0K | 0.18% | +1,392+33.0% | Added |
| Saiph Capital, LLC | 5,637 | $446.2K | 0.17% | +2,072+58.1% | Added |
| James J. Burns & Company, LLC | 5,646 | $446.9K | 0.07% | −304−5.1% | Reduced |
| Lionshead Wealth Management, LLC | 5,603 | $448.0K | 0.41% | −83−1.5% | Reduced |
| Cortland Associates Inc | 5,663 | $448.0K | 0.05% | +40+0.7% | Added |
| OneAscent Investment Solutions LLC | 5,664 | $448.0K | 0.48% | +1,925+51.5% | Added |
| First American Trust, FSB | 5,665 | $448.4K | 0.04% | −486−7.9% | Reduced |
| Defined Wealth Management, LLC | 5,671 | $448.9K | 0.28% | +19+0.3% | Added |
| Embree Financial Group | 5,671 | $448.9K | 0.07% | −297−5.0% | Reduced |
| Machina Capital S.A.S. | 5,684 | $449.9K | 0.09% | −41,268−87.9% | Reduced |
| K2 Principal Fund, L.P. | 5,684 | $449.9K | 0.08% | −6,100−51.8% | Reduced |
| O'Rourke & Company, Inc | 5,692 | $450.6K | 0.21% | −183−3.1% | Reduced |
| Accel Wealth Management | 5,695 | $450.8K | 0.15% | +226+4.1% | Added |
| JNBA Financial Advisors | 5,695 | $450.8K | 0.04% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 5,697 | $451.0K | 0.16% | +5,697 | New |
| First Heartland Consultants, Inc. | 5,699 | $451.2K | 0.04% | −1,349−19.1% | Reduced |
| Ariadne Wealth Management, LP | 5,464 | $451.9K | 0.22% | +66+1.2% | Added |
| Sutton Place Investors LLC | 5,709 | $451.9K | 0.27% | +5,709 | New |
| MEMBERS Trust Co | 5,712 | $452.2K | 0.02% | +499+9.6% | Added |
| Crew Capital Management, Ltd. | 5,716 | $452.5K | 0.32% | −253−4.2% | Reduced |
| Boltwood Capital Management | 5,728 | $453.4K | 0.13% | −55−1.0% | Reduced |
| one8zero8, LLC | 5,731 | $453.7K | 0.11% | −715−11.1% | Reduced |
| Foundation Wealth Management, LLC | 5,754 | $455.5K | 0.20% | +393+7.3% | Added |
| Vishria Bird Financial Group, LLC | 5,755 | $455.6K | 0.15% | 00.0% | Unchanged |
| Cynosure Management, LLC | 5,759 | $455.9K | 0.05% | +1,544+36.6% | Added |
| Enterprise Bank & Trust Co | 5,761 | $456.0K | 0.17% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 5,773 | $457.0K | 0.04% | +132+2.3% | Added |
| Lake Street Financial LLC | 5,775 | $457.2K | 0.07% | −1,549−21.1% | Reduced |
| Ignite Planners, LLC | 5,734 | $458.5K | 0.08% | +86+1.5% | Added |
| Nadler Financial Group, Inc. | 5,794 | $458.7K | 0.05% | +11+0.2% | Added |
| Eagle Wealth Strategies LLC | 5,798 | $458.9K | 0.26% | +121+2.1% | Added |
| Point72 Asset Management, L.P. | 5,800 | $459.1K | 0.00% | +5,800 | New |
| Horan Securities, Inc. | 5,812 | $460.1K | 0.16% | +301+5.5% | Added |
| Crescent Sterling, Ltd. | 5,816 | $460.4K | 0.52% | −595−9.3% | Reduced |
| Next Capital Management LLC | 5,814 | $461.0K | 0.17% | +1,447+33.1% | Added |
| New Covenant Trust Company, N.A. | 5,828 | $461.0K | 0.41% | −56−1.0% | Reduced |
| New Republic Capital, LLC | 5,769 | $461.2K | 0.16% | +430+8.1% | Added |
| Delta Investment Management, LLC | 5,835 | $461.9K | 0.09% | +41+0.7% | Added |
| Planned Solutions, Inc. | 5,837 | $462.1K | 0.18% | +2,374+68.6% | Added |
| St. Clair Advisors, LLC | 5,848 | $462.9K | 0.12% | 00.0% | Unchanged |
| Baader Bank INC | 6,400 | $463.3K | 0.04% | +2,692+72.6% | Added |
| Michael B. Yongue | 5,856 | $463.6K | 0.35% | −1,900−24.5% | Reduced |
| Maseco LLP | 5,862 | $463.7K | 0.02% | +5,862 | New |
| Eubel Brady & Suttman Asset Management Inc | 5,866 | $464.0K | 0.06% | −200−3.3% | Reduced |
| Pin Oak Investment Advisors Inc | 5,171 | $464.0K | 0.39% | +1,506+41.1% | Added |
| BOK Financial Private Wealth, Inc. | 5,804 | $464.1K | 0.03% | −298−4.9% | Reduced |
| Select Asset Management & Trust | 5,876 | $465.0K | 0.16% | +1,258+27.2% | Added |
| Perkins Coie Trust Co | 5,878 | $465.2K | 0.08% | −143−2.4% | Reduced |
| Souders Financial Advisors | 5,884 | $465.8K | 0.06% | +3,192+118.6% | Added |
| Neumann Capital Management, LLC | 5,885 | $465.9K | 0.15% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 5,890 | $466.0K | 0.09% | −105−1.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,892 | $466.5K | 0.09% | −365−5.8% | Reduced |
| Canton Hathaway, LLC | 5,898 | $467.0K | 0.10% | −6,450−52.2% | Reduced |
| Chancellor Financial Group WB LP | 5,918 | $468.5K | 0.36% | +1,374+30.2% | Added |
| Sendero Wealth Management, LLC | 5,921 | $468.7K | 0.06% | +414+7.5% | Added |
| KDT Advisors, LLC | 5,926 | $469.1K | 0.76% | 00.0% | Unchanged |
| MKT Advisors LLC | 5,735 | $469.2K | 0.19% | −47−0.8% | Reduced |
| Ifrah Financial Services, Inc. | 5,937 | $469.9K | 0.13% | −51−0.9% | Reduced |
| Ocean Capital Management, LLC | 5,947 | $470.8K | 0.10% | −193−3.1% | Reduced |
| Sunpointe, LLC | 5,888 | $470.9K | 0.19% | +3,575+154.6% | Added |
| Good Steward Wealth Advisors,LLC | 5,967 | $472.3K | 0.37% | −1,696−22.1% | Reduced |
| Cohen Capital Management, Inc. | 5,967 | $472.3K | 0.08% | 00.0% | Unchanged |
| Alpha Family Trust | 5,975 | $473.0K | 0.23% | +1,820+43.8% | Added |
| ROI Financial Advisors, LLC | 5,976 | $473.1K | 0.30% | −4,085−40.6% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 5,920 | $473.4K | 0.13% | +5,920 | New |
| Sterling Investment Counsel, LLC | 5,986 | $473.8K | 0.28% | −5,184−46.4% | Reduced |
| Vista Investment Management | 6,005 | $475.4K | 0.18% | −4,075−40.4% | Reduced |
| American Capital Advisory, LLC | 6,006 | $475.4K | 0.24% | +25+0.4% | Added |
| Bangor Savings Bank | 6,007 | $475.5K | 0.04% | −29−0.5% | Reduced |
| PCG Asset Management, LLC | 6,007 | $475.5K | 0.41% | −86−1.4% | Reduced |
| Addison Advisors LLC | 6,016 | $476.2K | 0.12% | +488+8.8% | Added |
| BankPlus Trust Department | 6,031 | $477.4K | 0.14% | −191−3.1% | Reduced |
| Phoenix Wealth Advisors | 6,036 | $477.8K | 0.20% | −20,525−77.3% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,059 | $479.0K | 0.13% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 6,054 | $479.3K | 0.09% | +91+1.5% | Added |
| Monument Capital Management | 6,083 | $481.6K | 0.13% | −2,260−27.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,090 | $482.1K | 0.03% | +181+3.1% | Added |