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 |
|---|---|---|---|---|---|
| TCFG Wealth Management, LLC | 6,979 | $552.5K | 0.25% | −1,570−18.4% | Reduced |
| Holistic Planning, LLC | 6,982 | $552.7K | 0.16% | +349+5.3% | Added |
| Morton Capital Management LLC | 7,003 | $554.4K | 0.10% | −423−5.7% | Reduced |
| Old Port Advisors | 7,021 | $555.8K | 0.15% | −46−0.7% | Reduced |
| Stokes Family Office, LLC | 7,027 | $556.3K | 0.06% | +560+8.7% | Added |
| Aprio Wealth Management, LLC | 7,028 | $556.4K | 0.06% | +288+4.3% | Added |
| Core Wealth Partners LLC | 7,029 | $556.4K | 0.28% | −114−1.6% | Reduced |
| Sunbeam Capital Management, LLC | 6,962 | $556.7K | 0.42% | +762+12.3% | Added |
| ADAR1 Capital Management, LLC | 7,040 | $557.3K | 0.09% | +7,040 | New |
| Investment Advisory Services Inc | 7,047 | $557.8K | 0.19% | +23+0.3% | Added |
| Cetera Trust Company, N.A | 7,054 | $558.4K | 0.33% | −80−1.1% | Reduced |
| Figure 8 Investment Strategies LLC | 7,076 | $560.1K | 0.55% | −4,056−36.4% | Reduced |
| Kaufman Rossin Wealth, LLC | 7,086 | $560.9K | 0.36% | +3,410+92.8% | Added |
| Dividend Assets Capital, LLC | 7,096 | $561.7K | 0.10% | +22+0.3% | Added |
| Howard Financial Services, Ltd. | 7,112 | $563.0K | 0.07% | +560+8.5% | Added |
| Eagle Bay Advisors LLC | 7,055 | $564.1K | 0.47% | +170+2.5% | Added |
| Waterloo Capital, L.P. | 7,140 | $565.2K | 0.05% | +4,080+133.3% | Added |
| M.E. Allison & Co., Inc. | 7,143 | $565.4K | 0.45% | +694+10.8% | Added |
| Cercano Management LLC | 7,156 | $566.5K | 0.02% | −574−7.4% | Reduced |
| Davidson Trust Co | 7,170 | $567.6K | 0.26% | −682−8.7% | Reduced |
| Pinnacle Bancorp, Inc. | 7,174 | $567.9K | 0.18% | −21−0.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 7,190 | $569.1K | 0.18% | −2,141−22.9% | Reduced |
| Invenio Wealth Partners LLC | 7,195 | $569.6K | 0.23% | +2,789+63.3% | Added |
| Key Client Fiduciary Advisors, LLC | 7,201 | $570.1K | 0.23% | −767−9.6% | Reduced |
| Dempze Nancy E | 7,215 | $571.1K | 0.33% | −1,490−17.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,223 | $571.8K | 0.26% | +330+4.8% | Added |
| Duncan Williams Asset Management, LLC | 7,226 | $572.0K | 0.18% | −55−0.8% | Reduced |
| NFP Retirement, Inc. | 7,230 | $572.3K | 0.04% | +351+5.1% | Added |
| L2 Asset Management, LLC | 7,235 | $572.7K | 0.09% | +1,215+20.2% | Added |
| Midland Wealth Advisors LLC | 7,245 | $573.5K | 0.03% | −428−5.6% | Reduced |
| Prepared Retirement Institute LLC | 7,245 | $573.5K | 0.34% | +5+0.1% | Added |
| Tiemann Investment Advisors, LLC | 7,249 | $573.8K | 0.24% | −680−8.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 7,185 | $574.1K | 0.21% | +4,947+221.0% | Added |
| Grace & White Inc | 7,267 | $575.3K | 0.11% | 00.0% | Unchanged |
| Systematic Financial Management LP | 7,300 | $577.9K | 0.02% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $577.9K | 0.01% | −82,845−91.9% | Reduced |
| Beddow Capital Management Inc | 7,300 | $578.0K | 0.23% | −75−1.0% | Reduced |
| Congress Asset Management Co | 7,321 | $579.6K | 0.00% | −138,113−95.0% | Reduced |
| Yoffe Investment Management, LLC | 7,336 | $580.7K | 0.79% | −52−0.7% | Reduced |
| Pines Wealth Management, LLC | 7,215 | $583.9K | 0.21% | +234+3.4% | Added |
| US Asset Management LLC | 7,383 | $584.4K | 0.51% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 7,398 | $585.6K | 0.44% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 7,408 | $586.4K | 0.36% | −886−10.7% | Reduced |
| Focused Wealth Management, Inc | 7,420 | $587.4K | 0.07% | −584−7.3% | Reduced |
| MUFG Securities EMEA plc | 7,420 | $587.4K | 0.03% | −97,579−92.9% | Reduced |
| Mosaic Financial Group, LLC | 7,455 | $590.0K | 0.45% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 7,099 | $591.8K | 0.21% | +821+13.1% | Added |
| Meeder Asset Management Inc | 7,482 | $592.3K | 0.04% | +96+1.3% | Added |
| Orrstown Financial Services Inc | 7,486 | $592.6K | 0.12% | −771−9.3% | Reduced |
| Lebenthal Global Advisors, LLC | 7,495 | $593.2K | 0.11% | −3,212−30.0% | Reduced |
| Fiduciary Financial Group, LLC | 7,267 | $594.5K | 0.11% | +521+7.7% | Added |
| Matrix Private Capital Group LLC | 7,440 | $595.0K | 0.35% | −591−7.4% | Reduced |
| SOA Wealth Advisors, LLC. | 7,516 | $595.0K | 0.11% | −37−0.5% | Reduced |
| BridgePort Financial Solutions, LLC | 7,531 | $596.1K | 0.20% | +696+10.2% | Added |
| Mattern Wealth Management LLC | 7,533 | $596.3K | 0.12% | −50−0.7% | Reduced |
| ProVise Management Group, LLC | 7,544 | $597.2K | 0.05% | −352−4.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,549 | $597.6K | 0.31% | −923−10.9% | Reduced |
| Clear Creek Financial Management, LLC | 7,546 | $597.6K | 0.06% | +980+14.9% | Added |
| Quent Capital, LLC | 7,574 | $599.6K | 0.06% | −236−3.0% | Reduced |
| Red Wave Investments LLC | 7,578 | $599.9K | 0.20% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 7,581 | $600.1K | 0.28% | −189−2.4% | Reduced |
| MBA Advisors LLC | 7,590 | $600.8K | 0.28% | +3,047+67.1% | Added |
| Greenwich Wealth Management LLC | 7,620 | $603.0K | 0.03% | +1,205+18.8% | Added |
| Resolute Wealth Strategies, LLC | 7,626 | $603.6K | 0.32% | −470−5.8% | Reduced |
| 17 Capital Partners, LLC | 7,635 | $604.4K | 0.35% | +930+13.9% | Added |
| Bigelow Investment Advisors, LLC | 7,640 | $604.8K | 0.27% | −1,170−13.3% | Reduced |
| Chilton Investment Co LLC | 7,641 | $604.9K | 0.01% | +4,457+140.0% | Added |
| Aspetuck Financial Management LLC | 7,649 | $605.5K | 0.46% | −37−0.5% | Reduced |
| ABLE Financial Group, LLC | 7,654 | $605.9K | 0.15% | −362−4.5% | Reduced |
| Groesbeck Investment Management Corp | 7,658 | $606.0K | 1.06% | −763−9.1% | Reduced |
| L.M. Kohn & Company | 7,659 | $606.3K | 0.16% | −520−6.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 7,672 | $607.3K | 0.06% | −55−0.7% | Reduced |
| G&S Capital LLC | 7,674 | $607.5K | 0.24% | +512+7.1% | Added |
| Rexford Capital Inc | 7,699 | $609.5K | 0.51% | +7,699 | New |
| RFP Financial Group LLC | 7,715 | $610.7K | 0.25% | −203−2.6% | Reduced |
| Edgewood Management LLC | 7,718 | $611.0K | 0.00% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 7,736 | $612.4K | 0.29% | −405−5.0% | Reduced |
| Port Capital LLC | 7,745 | $613.0K | 0.03% | −581−7.0% | Reduced |
| DMG Group, LLC | 7,766 | $614.8K | 0.48% | −1,716−18.1% | Reduced |
| King Wealth | 7,774 | $615.0K | 0.08% | −465−5.6% | Reduced |
| Verus Capital Partners, LLC | 7,789 | $616.6K | 0.05% | −72−0.9% | Reduced |
| Continuum Advisory, LLC | 7,802 | $617.6K | 0.07% | +62+0.8% | Added |
| Townsend & Associates, Inc | 7,314 | $619.6K | 0.06% | −10.0% | Reduced |
| Orca Wealth Management, LLC | 7,832 | $620.0K | 0.52% | −62−0.8% | Reduced |
| Financial Advocates Investment Management | 7,847 | $621.2K | 0.05% | −8,998−53.4% | Reduced |
| Appleton Partners Inc | 7,869 | $623.0K | 0.04% | −525−6.3% | Reduced |
| Northern Financial Advisors Inc | 7,887 | $624.3K | 0.47% | −699−8.1% | Reduced |
| Ambassador Advisors, LLC | 7,911 | $626.2K | 0.10% | −1,163−12.8% | Reduced |
| Crumly & Associates Inc. | 7,922 | $627.1K | 0.15% | −295−3.6% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,938 | $628.4K | 0.34% | +7,938 | New |
| Builder Investment Group Inc | 7,942 | $628.7K | 0.16% | −175−2.2% | Reduced |
| Peoples Bank | 7,942 | $628.7K | 0.39% | −258−3.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,948 | $629.2K | 0.04% | +236+3.1% | Added |
| Glen Eagle Advisors, LLC | 7,949 | $629.2K | 0.10% | −568−6.7% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 7,953 | $629.6K | 0.42% | +167+2.1% | Added |
| Camarda Financial Advisors, LLC | 7,954 | $629.6K | 0.25% | −7,742−49.3% | Reduced |
| Sculati Wealth Management, LLC | 7,968 | $630.7K | 0.24% | −5,268−39.8% | Reduced |
| Professional Advisory Services Inc | 7,972 | $631.0K | 0.09% | −794−9.1% | Reduced |
| First Western Trust Bank | 7,973 | $631.1K | 0.03% | −496−5.9% | Reduced |
| Willner & Heller, LLC | 7,993 | $632.7K | 0.53% | −24−0.3% | Reduced |