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 |
|---|---|---|---|---|---|
| Sapient Capital LLC | 11,782 | $942.3K | 0.02% | −318,010−96.4% | Reduced |
| Woodward Diversified Capital, LLC | 11,910 | $942.8K | 0.48% | +5,059+73.8% | Added |
| Nia Impact Advisors, LLC | 11,919 | $943.5K | 0.33% | −1,616−11.9% | Reduced |
| First Dallas Securities Inc. | 11,927 | $944.1K | 0.37% | −8,737−42.3% | Reduced |
| Gsa Capital Partners LLP | 11,938 | $945.0K | 0.07% | −15,143−55.9% | Reduced |
| Keudell/Morrison Wealth Management | 11,939 | $945.1K | 0.21% | −816−6.4% | Reduced |
| WBI Investments | 11,943 | $945.4K | 0.25% | +8,548+251.8% | Added |
| Widmann Financial Services, Inc. | 11,946 | $945.6K | 0.66% | +812+7.3% | Added |
| Linden Thomas Advisory Services, LLC | 11,976 | $948.0K | 0.10% | +317+2.7% | Added |
| Elgethun Capital Management | 11,979 | $948.3K | 0.19% | +41+0.3% | Added |
| Gryphon Financial Partners LLC | 11,980 | $948.3K | 0.12% | −3,916−24.6% | Reduced |
| Aureus Asset Management, LLC | 11,981 | $948.4K | 0.06% | −46,288−79.4% | Reduced |
| North Star Asset Management Inc | 11,996 | $949.6K | 0.04% | +192+1.6% | Added |
| TradeLink Capital LLC | 12,000 | $950.0K | 3.36% | +12,000 | New |
| Capital Planning Advisors, LLC | 12,025 | $951.9K | 0.14% | −14,084−53.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 12,066 | $955.2K | 0.35% | +65+0.5% | Added |
| True North Advisors, LLC | 12,085 | $956.6K | 0.18% | −483−3.8% | Reduced |
| Gibson Wealth Advisors LLC | 12,105 | $958.2K | 0.71% | +100+0.8% | Added |
| World Equity Group, Inc. | 12,114 | $958.9K | 0.26% | +5,819+92.4% | Added |
| Tanglewood Legacy Advisors, LLC | 12,123 | $959.7K | 0.39% | 00.0% | Unchanged |
| Doheny Asset Management | 12,140 | $961.0K | 0.67% | 00.0% | Unchanged |
| First Financial Corp | 12,142 | $961.2K | 0.43% | −798−6.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,143 | $961.2K | 0.34% | −2,025−14.3% | Reduced |
| Banco de Sabadell, S.A | 12,143 | $962.0K | 0.67% | +8+0.1% | Added |
| Colton Groome Financial Advisors, LLC | 12,154 | $962.1K | 0.33% | +2,720+28.8% | Added |
| Berkeley, Inc | 12,159 | $962.5K | 0.35% | −9,761−44.5% | Reduced |
| Curat Global, LLC | 12,187 | $964.7K | 0.92% | +3,034+33.1% | Added |
| LVM Capital Management Ltd | 12,192 | $965.0K | 0.10% | −388−3.1% | Reduced |
| MONECO Advisors, LLC | 12,204 | $966.0K | 0.09% | +89+0.7% | Added |
| Fragasso Group Inc. | 12,206 | $966.2K | 0.07% | +602+5.2% | Added |
| Childress Capital Advisors, LLC | 12,228 | $968.0K | 0.24% | +2,065+20.3% | Added |
| Richard W. Paul & Associates, LLC | 12,256 | $970.1K | 0.35% | +3,716+43.5% | Added |
| Schulhoff & Co Inc | 12,263 | $970.7K | 0.43% | +300+2.5% | Added |
| Aaron Wealth Advisors | 12,270 | $971.3K | 0.10% | −2,003−14.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 12,317 | $975.0K | 0.04% | +12,317 | New |
| Waddell & Associates, LLC | 12,326 | $975.7K | 0.10% | +6,151+99.6% | Added |
| Elevated Capital Advisors, LLC | 10,878 | $976.4K | 0.27% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,958 | $977.6K | 0.35% | −392−3.2% | Reduced |
| Texas Bank & Trust Co | 12,352 | $977.8K | 0.39% | +30+0.2% | Added |
| Pegasus Asset Management, Inc. | 12,419 | $983.1K | 0.34% | +553+4.7% | Added |
| Archford Capital Strategies, LLC | 12,434 | $984.2K | 0.13% | +43+0.3% | Added |
| Summit Wealth Partners, LLC | 12,488 | $988.5K | 0.19% | +20.0% | Added |
| Weaver Capital Management LLC | 12,489 | $988.6K | 0.24% | −959−7.1% | Reduced |
| Canopy Partners, LLC | 12,494 | $989.0K | 0.36% | +632+5.3% | Added |
| DKRT Investments Corp. | 12,500 | $989.5K | 0.24% | +12,500 | New |
| Secured Retirement Advisors, LLC | 12,504 | $989.8K | 0.59% | +12,504 | New |
| National Philanthropic Trust | 12,508 | $990.1K | 0.01% | +2,075+19.9% | Added |
| Wimmer Associates 1, LLC | 12,572 | $995.2K | 0.51% | −615−4.7% | Reduced |
| Quantitative Investment Management, LLC | 12,586 | $996.0K | 0.13% | −144,808−92.0% | Reduced |
| Fjell Capital, LLC | 12,582 | $996.0K | 0.92% | +261+2.1% | Added |
| Alta Advisers Ltd | 12,584 | $996.1K | 0.35% | 00.0% | Unchanged |
| Lee Financial Co | 12,619 | $1.00M | 0.14% | +889+7.6% | Added |
| MidWestOne Financial Group, Inc. | 12,700 | $1.01M | 0.13% | −117−0.9% | Reduced |
| Glynn Capital Management LLC | 12,701 | $1.01M | 0.23% | −1,500−10.6% | Reduced |
| LRI Investments, LLC | 12,708 | $1.01M | 0.09% | +87+0.7% | Added |
| Alan B. Lancz & Associates, Inc. | 12,723 | $1.01M | 1.01% | −81−0.6% | Reduced |
| Hardman Johnston Global Advisors LLC | 12,750 | $1.01M | 0.04% | 00.0% | Unchanged |
| Allen Investment Management LLC | 12,805 | $1.01M | 0.01% | −96−0.7% | Reduced |
| Breakwater Capital Group | 12,809 | $1.01M | 0.17% | −1,650−11.4% | Reduced |
| Transatlantique Private Wealth LLC | 12,831 | $1.02M | 0.37% | +481+3.9% | Added |
| Bill Few Associates, Inc. | 12,832 | $1.02M | 0.29% | −228−1.7% | Reduced |
| KLCM Advisors, Inc. | 12,837 | $1.02M | 0.11% | −999−7.2% | Reduced |
| Focus Financial Network, Inc. | 12,841 | $1.02M | 0.04% | −1,158−8.3% | Reduced |
| Coastwise Capital Group, LLC | 12,855 | $1.02M | 0.81% | +550+4.5% | Added |
| GTS Securities LLC | 12,885 | $1.02M | 0.05% | −13,592−51.3% | Reduced |
| Cape Ann Savings Bank | 12,892 | $1.02M | 0.61% | +55+0.4% | Added |
| Delta Asset Management LLC | 12,903 | $1.02M | 0.09% | −150−1.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 12,908 | $1.02M | 0.29% | −2,512−16.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 12,918 | $1.02M | 0.26% | −2,244−14.8% | Reduced |
| Portland Global Advisors LLC | 12,921 | $1.02M | 0.12% | −61−0.5% | Reduced |
| South Plains Financial, Inc. | 12,961 | $1.03M | 0.72% | +1,362+11.7% | Added |
| Alpine Bank Wealth Management | 12,974 | $1.03M | 0.16% | −1,039−7.4% | Reduced |
| Pingora Partners LLC | 12,979 | $1.03M | 0.77% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 12,984 | $1.03M | 0.13% | +7,845+152.7% | Added |
| Landscape Capital Management, L.L.C. | 12,992 | $1.03M | 0.08% | −4,448−25.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,000 | $1.03M | 0.35% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 13,005 | $1.03M | 0.64% | −2,390−15.5% | Reduced |
| Fiduciary Family Office, LLC | 13,028 | $1.03M | 0.34% | −5,807−30.8% | Reduced |
| Close Asset Management Ltd | 13,046 | $1.03M | 0.03% | +1,632+14.3% | Added |
| Millstone Evans Group, LLC | 13,049 | $1.03M | 0.70% | +26+0.2% | Added |
| Isthmus Partners, LLC | 13,053 | $1.03M | 0.12% | +13,053 | New |
| Cassia Capital Partners, LLC | 13,062 | $1.03M | 0.62% | +527+4.2% | Added |
| Colonial Trust Co | 13,077 | $1.04M | 0.15% | −249−1.9% | Reduced |
| Baker Ellis Asset Management LLC | 13,088 | $1.04M | 0.14% | −180−1.4% | Reduced |
| Claro Advisors LLC | 13,100 | $1.04M | 0.17% | −1,839−12.3% | Reduced |
| Hilltop Partners LLC | 13,128 | $1.04M | 0.31% | +2,388+22.2% | Added |
| David Loasby | 13,125 | $1.04M | 0.09% | +934+7.7% | Added |
| Wealth Architects, LLC | 13,170 | $1.04M | 0.11% | −992−7.0% | Reduced |
| Evelyn Partners Investment Management LLP | 13,200 | $1.04M | 0.03% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 13,200 | $1.04M | 0.16% | +13,200 | New |
| Redhawk Wealth Advisors, Inc. | 13,221 | $1.05M | 0.13% | +9,108+221.4% | Added |
| Spirit of America Management Corp | 13,250 | $1.05M | 0.22% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 13,251 | $1.05M | 0.27% | −1,013−7.1% | Reduced |
| Motiv8 Investments LLC | 13,272 | $1.05M | 0.64% | +1,508+12.8% | Added |
| Dover Advisors, LLC | 13,277 | $1.05M | 0.46% | −317−2.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 13,158 | $1.05M | 0.10% | +152+1.2% | Added |
| First Foundation Advisors | 13,348 | $1.06M | 0.04% | +2,236+20.1% | Added |
| Mirabaud Asset Management Ltd | 13,370 | $1.06M | 0.49% | +3,602+36.9% | Added |
| Brave Asset Management Inc | 13,365 | $1.06M | 0.29% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,430 | $1.06M | 0.04% | −806−5.7% | Reduced |