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 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 10,320 | $816.9K | 0.09% | +560+5.7% | Added |
| Gilman Hill Asset Management, LLC | 10,338 | $818.4K | 0.13% | −1,225−10.6% | Reduced |
| Maple Capital Management, Inc. | 10,339 | $818.4K | 0.06% | −1,913−15.6% | Reduced |
| Notis-McConarty Edward | 10,350 | $819.3K | 0.40% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 10,355 | $819.7K | 0.09% | −1,477−12.5% | Reduced |
| Davis Investment Partners, LLC | 10,025 | $820.1K | 0.29% | +2,697+36.8% | Added |
| Aurora Private Wealth, Inc. | 10,376 | $821.0K | 0.61% | +281+2.8% | Added |
| Taylor Hoffman Capital Management LLC | 10,384 | $822.0K | 0.28% | +40.0% | Added |
| Lafayette Investments, Inc. | 10,396 | $822.9K | 0.17% | +1,352+14.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 10,399 | $823.2K | 0.36% | −64−0.6% | Reduced |
| Westbourne Investment Advisors, Inc. | 10,411 | $824.1K | 0.25% | +1,850+21.6% | Added |
| 1248 Management, LLC | 10,309 | $824.4K | 0.30% | −3,856−27.2% | Reduced |
| Lederer & Associates Investment Counsel | 10,422 | $825.0K | 0.55% | +1,479+16.5% | Added |
| CFM Wealth Partners LLC | 10,458 | $827.9K | 0.13% | −3,802−26.7% | Reduced |
| Abel Hall, LLC | 10,470 | $828.8K | 0.38% | +2,451+30.6% | Added |
| Forza Wealth Management, LLC | 10,484 | $829.9K | 0.34% | −277−2.6% | Reduced |
| Venturi Wealth Management, LLC | 10,509 | $831.9K | 0.04% | +488+4.9% | Added |
| Renasant Bank | 10,517 | $832.5K | 0.56% | +7,966+312.3% | Added |
| Regal Investment Advisors LLC | 10,520 | $832.8K | 0.06% | −1,016−8.8% | Reduced |
| Sage Rhino Capital LLC | 10,531 | $833.6K | 0.18% | −50−0.5% | Reduced |
| Pinnacle Holdings, LLC | 10,534 | $833.9K | 0.30% | +632+6.4% | Added |
| Baxter Bros Inc | 10,572 | $836.9K | 0.10% | −1,000−8.6% | Reduced |
| Somerset Trust Co | 10,580 | $837.5K | 0.27% | +133+1.3% | Added |
| Kessler Investment Group, LLC | 10,597 | $838.9K | 0.34% | +1,256+13.4% | Added |
| WBH Advisory Inc | 10,598 | $838.9K | 0.07% | −656−5.8% | Reduced |
| Highline Wealth Partners LLC | 10,600 | $839.1K | 0.25% | +310+3.0% | Added |
| Hilltop National Bank | 10,618 | $840.5K | 0.22% | +10,618 | New |
| Clean Yield Group | 10,640 | $842.2K | 0.25% | −397−3.6% | Reduced |
| Lipe & Dalton | 10,666 | $844.0K | 0.46% | −196−1.8% | Reduced |
| Van Strum & Towne Inc. | 10,668 | $844.5K | 0.27% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 10,669 | $844.6K | 0.28% | +698+7.0% | Added |
| Mechanics Financial Corp | 10,677 | $845.2K | 0.36% | −160−1.5% | Reduced |
| Constant Guidance Financial LLC | 10,680 | $845.4K | 0.85% | +10,680 | New |
| Guerra Pan Advisors, LLC | 10,691 | $846.3K | 0.56% | −463−4.2% | Reduced |
| Patron Partners Advisors, LLC | 10,692 | $846.4K | 0.42% | +429+4.2% | Added |
| Paulson Wealth Management Inc. | 10,692 | $846.4K | 0.22% | +5,725+115.3% | Added |
| Apriem Advisors | 10,704 | $847.4K | 0.09% | +36+0.3% | Added |
| Chapin Davis, Inc. | 10,757 | $851.5K | 0.24% | −481−4.3% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 10,771 | $852.6K | 0.28% | −35,343−76.6% | Reduced |
| Wealth Effects LLC | 10,814 | $856.0K | 0.32% | +25+0.2% | Added |
| Triangle Securities Wealth Management | 10,816 | $856.2K | 0.21% | −3,522−24.6% | Reduced |
| Orion Capital Management LLC | 10,830 | $857.3K | 0.33% | −159−1.4% | Reduced |
| Lavaca Capital LLC | 10,834 | $857.6K | 0.35% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 10,876 | $861.0K | 0.43% | +253+2.4% | Added |
| Arista Wealth Management, LLC | 10,882 | $861.4K | 0.12% | +10,882 | New |
| Morningstar Investment Management LLC | 10,924 | $865.0K | 0.08% | +10,924 | New |
| Root Financial Partners, LLC | 10,935 | $865.6K | 0.08% | +1,117+11.4% | Added |
| Convergence Financial, LLC | 10,936 | $865.7K | 0.15% | +873+8.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10,953 | $867.0K | 0.24% | +223+2.1% | Added |
| Gratus Wealth Advisors, LLC | 10,963 | $867.8K | 0.13% | −6−0.1% | Reduced |
| Cladis Investment Advisory, LLC | 10,971 | $868.4K | 0.54% | +361+3.4% | Added |
| First Interstate Bank | 10,982 | $869.3K | 0.05% | −1,240−10.1% | Reduced |
| Wincap Financial LLC | 11,023 | $872.5K | 0.70% | −40−0.4% | Reduced |
| DeDora Capital, Inc. | 11,024 | $872.7K | 0.23% | −130−1.2% | Reduced |
| Pullen Investment Management, LLC | 11,032 | $873.3K | 0.53% | −689−5.9% | Reduced |
| Providence Wealth Advisors, LLC | 10,914 | $875.1K | 0.60% | −81−0.7% | Reduced |
| Impact Capital Partners LLC | 11,059 | $875.4K | 0.29% | −136−1.2% | Reduced |
| Agf Management Ltd | 11,078 | $876.9K | 0.00% | −5,568−33.4% | Reduced |
| Wolff Financial Management LLC | 11,097 | $878.0K | 0.23% | −1,288−10.4% | Reduced |
| Physicians Financial Services, Inc. | 11,110 | $879.0K | 0.26% | −170−1.5% | Reduced |
| IMS Capital Management | 11,111 | $879.6K | 0.41% | −1,060−8.7% | Reduced |
| Annex Advisory Services, LLC | 11,129 | $881.0K | 0.02% | −266,571−96.0% | Reduced |
| Zullo Investment Group, Inc. | 11,130 | $881.1K | 0.36% | −221−1.9% | Reduced |
| VeraBank, N.A. | 11,148 | $882.5K | 0.18% | −830−6.9% | Reduced |
| OV Management LLC | 11,171 | $884.3K | 0.74% | −13,475−54.7% | Reduced |
| KPP Advisory Services LLC | 11,185 | $885.3K | 0.15% | −890−7.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 11,195 | $886.2K | 0.10% | −2,107−15.8% | Reduced |
| Wealth Management Associates, Inc. | 11,264 | $891.7K | 0.35% | −95−0.8% | Reduced |
| Nwam LLC | 11,387 | $892.4K | 0.05% | −826−6.8% | Reduced |
| KG&L Capital Management,LLC | 11,241 | $896.0K | 0.26% | +1,322+13.3% | Added |
| Farmers National Bank | 11,342 | $897.8K | 0.24% | −722−6.0% | Reduced |
| Prairie Sky Financial Group LLC | 11,349 | $898.4K | 0.49% | 00.0% | Unchanged |
| RMR Wealth Builders | 11,382 | $901.0K | 0.08% | −1,020−8.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,437 | $905.4K | 0.03% | +3,694+47.7% | Added |
| Karani Asset Management LLC | 11,441 | $905.7K | 0.88% | −1,164−9.2% | Reduced |
| Sivia Capital Partners, LLC | 11,494 | $909.8K | 0.31% | +3,941+52.2% | Added |
| Hunter Associates Investment Management LLC | 11,444 | $910.0K | 0.13% | +20.0% | Added |
| Boothbay Fund Management, LLC | 11,505 | $910.7K | 0.03% | +11,505 | New |
| LexAurum Advisors, LLC | 11,521 | $912.0K | 0.14% | +12+0.1% | Added |
| M. Kraus & Co | 11,542 | $913.7K | 0.27% | −350−2.9% | Reduced |
| denkapparat Operations GmbH | 11,554 | $914.6K | 0.73% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 11,462 | $916.3K | 0.06% | +1,396+13.9% | Added |
| Apella Capital, LLC | 11,347 | $918.0K | 0.02% | +492+4.5% | Added |
| North Dallas Bank & Trust Co | 11,609 | $919.0K | 0.70% | +11,609 | New |
| Sylvest Advisors, LLC | 11,612 | $919.2K | 0.53% | +6,981+150.7% | Added |
| American Assets Inc | 12,000 | $922.1K | 0.32% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 11,669 | $923.7K | 0.11% | −3,779−24.5% | Reduced |
| Kovack Advisors, Inc. | 11,673 | $924.0K | 0.09% | −1,408−10.8% | Reduced |
| Evernest Financial Advisors, LLC | 11,680 | $924.6K | 0.30% | +598+5.4% | Added |
| Knuff & Co LLC | 11,688 | $925.2K | 0.29% | −417−3.4% | Reduced |
| JGP Wealth Management, LLC | 11,722 | $927.9K | 0.11% | +243+2.1% | Added |
| Meadow Creek Wealth Advisors LLC | 11,767 | $931.5K | 0.63% | −1,461−11.0% | Reduced |
| Baker Avenue Asset Management, LP | 11,790 | $933.3K | 0.03% | −2,071−14.9% | Reduced |
| Empirical Asset Management, LLC | 11,805 | $934.5K | 0.29% | +1,857+18.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 11,848 | $937.9K | 0.04% | +1,129+10.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 10,455 | $938.3K | 0.53% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 11,865 | $939.3K | 0.11% | −1,945−14.1% | Reduced |
| Delta Financial Advisors LLC | 11,888 | $941.0K | 0.33% | +3,611+43.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 11,896 | $941.7K | 0.26% | −970−7.5% | Reduced |
| Inceptionr LLC | 11,900 | $942.0K | 0.22% | +11,900 | New |