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 |
|---|---|---|---|---|---|
| CRA Financial Services, LLC | 13,476 | $1.07M | 0.16% | +1,461+12.2% | Added |
| MTM Investment Management, LLC | 13,481 | $1.07M | 0.36% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 13,484 | $1.07M | 0.58% | −651−4.6% | Reduced |
| Cornerstone Advisory, LLC | 13,494 | $1.07M | 0.11% | +53+0.4% | Added |
| Headinvest, LLC | 13,608 | $1.08M | 0.23% | −1,718−11.2% | Reduced |
| Garland Capital Management Inc | 13,625 | $1.08M | 3.42% | −32,615−70.5% | Reduced |
| ICONIQ Capital, LLC | 13,689 | $1.08M | 0.02% | +7,284+113.7% | Added |
| DGS Capital Management, LLC | 13,696 | $1.08M | 0.22% | −1,996−12.7% | Reduced |
| Boxwood Ventures, Inc. | 13,563 | $1.08M | 1.40% | 00.0% | Unchanged |
| 111 Capital | 13,706 | $1.08M | 0.19% | +1,945+16.5% | Added |
| Avidian Wealth Solutions, LLC | 13,719 | $1.09M | 0.04% | −3,039−18.1% | Reduced |
| Ellevest, Inc. | 13,734 | $1.09M | 0.17% | −2,259−14.1% | Reduced |
| Charter Oak Capital Management, LLC | 13,740 | $1.09M | 0.09% | −182−1.3% | Reduced |
| Natural Investments, LLC | 13,759 | $1.09M | 0.28% | +1,188+9.5% | Added |
| City Holding Co | 13,761 | $1.09M | 0.14% | −2,911−17.5% | Reduced |
| Park Place Capital Corp | 13,315 | $1.09M | 0.25% | +10,386+354.6% | Added |
| Hedges Asset Management LLC | 13,800 | $1.09M | 0.88% | −4,900−26.2% | Reduced |
| Cadinha & Co LLC | 13,811 | $1.09M | 0.18% | −512−3.6% | Reduced |
| Lindenwold Advisors | 13,819 | $1.09M | 0.57% | +113+0.8% | Added |
| Abacus Planning Group, Inc. | 13,837 | $1.10M | 0.16% | −498−3.5% | Reduced |
| Processus Wealth & Capital Management, LLC | 13,839 | $1.10M | 0.87% | −1,483−9.7% | Reduced |
| OmniStar Financial Group, Inc. | 13,874 | $1.10M | 0.82% | +3,296+31.2% | Added |
| Kanawha Capital Management LLC | 13,879 | $1.10M | 0.08% | −1,866−11.9% | Reduced |
| WealthPlan Investment Management, LLC | 13,893 | $1.10M | 0.08% | +13,893 | New |
| Trustmark National Bank Trust Department | 13,959 | $1.10M | 0.08% | +135+1.0% | Added |
| Auxano Advisors, LLC | 13,963 | $1.11M | 0.26% | −22−0.2% | Reduced |
| Capstone Triton Financial Group, LLC | 14,003 | $1.11M | 0.80% | +14,003 | New |
| RKL Wealth Management LLC | 14,004 | $1.11M | 0.10% | +713+5.4% | Added |
| AdvisorNet Financial, Inc | 14,006 | $1.11M | 0.07% | −1,915−12.0% | Reduced |
| Pictet Bank & Trust Ltd | 14,013 | $1.11M | 1.30% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 14,017 | $1.11M | 0.87% | −50.0% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 14,026 | $1.11M | 0.84% | +6,015+75.1% | Added |
| MB, Levis & Associates, LLC | 14,032 | $1.11M | 0.49% | +403+3.0% | Added |
| Total Wealth Planning & Management, Inc. | 14,040 | $1.11M | 0.97% | +14,040 | New |
| Bristlecone Advisors, LLC | 14,071 | $1.11M | 0.09% | −18,975−57.4% | Reduced |
| Stableford Capital II LLC | 13,153 | $1.11M | 0.42% | 00.0% | Unchanged |
| DRW Securities, LLC | 14,085 | $1.11M | 0.08% | +14,085 | New |
| Janney Capital Management LLC | 14,081 | $1.11M | 0.07% | +303+2.2% | Added |
| Northwest Capital Management Inc | 14,088 | $1.12M | 0.60% | −325−2.3% | Reduced |
| Bull Street Advisors, LLC | 14,123 | $1.12M | 0.54% | 00.0% | Unchanged |
| Arvest Bank Trust Division | 14,134 | $1.12M | 0.07% | −10,755−43.2% | Reduced |
| Hexagon Capital Partners LLC | 14,135 | $1.12M | 0.25% | +3,554+33.6% | Added |
| Lantz Financial LLC | 14,148 | $1.12M | 0.28% | +170+1.2% | Added |
| City State Bank | 14,174 | $1.12M | 0.35% | −110−0.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 14,195 | $1.12M | 0.17% | −868−5.8% | Reduced |
| Navalign, LLC | 14,195 | $1.12M | 0.31% | +77+0.5% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,200 | $1.12M | 0.59% | +4,200+42.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 14,202 | $1.12M | 0.24% | +4,804+51.1% | Added |
| Wright Investors Service Inc | 14,237 | $1.13M | 0.34% | +4,348+44.0% | Added |
| Plancorp, LLC | 14,244 | $1.13M | 0.04% | −13,510−48.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 14,248 | $1.13M | 0.15% | +928+7.0% | Added |
| Harbour Capital Advisors, LLC | 13,711 | $1.13M | 0.24% | −459−3.2% | Reduced |
| OneAscent Financial Services LLC | 13,971 | $1.13M | 0.08% | −1,771−11.3% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 14,292 | $1.13M | 0.26% | −1,311−8.4% | Reduced |
| Ellsworth Advisors, LLC | 14,296 | $1.13M | 0.28% | +1,426+11.1% | Added |
| Keynote Financial Services LLC | 14,300 | $1.13M | 0.76% | +2,313+19.3% | Added |
| Meridian Financial Partners LLC | 14,305 | $1.13M | 0.53% | +450+3.2% | Added |
| Hendershot Investments Inc. | 14,302 | $1.13M | 0.15% | −283−1.9% | Reduced |
| Capital Square, LLC | 13,599 | $1.13M | 0.60% | +1,905+16.3% | Added |
| WCG Wealth Advisors LLC | 14,398 | $1.14M | 0.07% | +325+2.3% | Added |
| Calamos Wealth Management LLC | 14,410 | $1.14M | 0.05% | −3,630−20.1% | Reduced |
| Keeler Thomas Management LLC | 14,416 | $1.14M | 0.49% | +7,453+107.0% | Added |
| Jupiter Wealth Management LLC | 13,800 | $1.14M | 0.58% | 00.0% | Unchanged |
| E&G Advisors, LP | 14,397 | $1.14M | 0.30% | −201−1.4% | Reduced |
| Register Financial Advisors LLC | 14,438 | $1.14M | 0.50% | −585−3.9% | Reduced |
| Richwood Investment Advisors, LLC | 14,455 | $1.14M | 0.94% | −1,490−9.3% | Reduced |
| Riverbend Wealth Management, LLC | 14,456 | $1.14M | 0.87% | +963+7.1% | Added |
| Redwood Wealth Management Group, LLC | 14,477 | $1.15M | 0.51% | −345−2.3% | Reduced |
| Cherokee Insurance Co | 14,498 | $1.15M | 0.50% | +1,000+7.4% | Added |
| Kiley Juergens Wealth Management, LLC | 14,585 | $1.15M | 0.27% | −640−4.2% | Reduced |
| Bank & Trust Co | 14,598 | $1.16M | 0.91% | 00.0% | Unchanged |
| Platform Technology Partners | 14,602 | $1.16M | 0.30% | −110−0.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 14,625 | $1.16M | 1.11% | −136−0.9% | Reduced |
| Hager Investment Management Services, LLC | 14,640 | $1.16M | 0.69% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 14,661 | $1.16M | 0.15% | −5,535−27.4% | Reduced |
| Reuter James Wealth Management, LLC | 14,671 | $1.16M | 0.18% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 14,673 | $1.16M | 0.13% | +910+6.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 14,703 | $1.16M | 0.13% | +728+5.2% | Added |
| Trust Point Inc. | 14,714 | $1.16M | 0.11% | −669−4.3% | Reduced |
| McDonald Partners LLC | 14,717 | $1.17M | 0.28% | −1,441−8.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 14,747 | $1.17M | 0.32% | −5,694−27.9% | Reduced |
| Exchange Bank | 14,791 | $1.17M | 0.93% | −242−1.6% | Reduced |
| V. M. Manning & Co., Inc. | 13,944 | $1.17M | 1.29% | +13,944 | New |
| Wisconsin Capital Management LLC | 14,835 | $1.17M | 0.65% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 14,872 | $1.19M | 0.05% | −739−4.7% | Reduced |
| Chesapeake Wealth Management | 15,039 | $1.19M | 0.40% | −689−4.4% | Reduced |
| Acropolis Investment Management, LLC | 15,043 | $1.19M | 0.07% | −1,562−9.4% | Reduced |
| Cidel Asset Management Inc | 15,071 | $1.19M | 0.07% | +2,191+17.0% | Added |
| Segment Wealth Management, LLC | 15,098 | $1.20M | 0.08% | −1,405−8.5% | Reduced |
| Guardian Investment Management | 15,100 | $1.20M | 1.24% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 15,141 | $1.20M | 0.30% | +854+6.0% | Added |
| Sunflower Bank, N.A. | 15,159 | $1.20M | 0.30% | −623−3.9% | Reduced |
| Peregrine Asset Advisers, Inc. | 15,165 | $1.20M | 0.37% | −360−2.3% | Reduced |
| Am Investment Strategies LLC | 15,178 | $1.20M | 0.28% | −1,264−7.7% | Reduced |
| Stone Point Wealth LLC | 15,236 | $1.21M | 0.37% | −1,511−9.0% | Reduced |
| Intrinsic Value Partners, LLC | 15,245 | $1.21M | 1.07% | −432−2.8% | Reduced |
| Huber Capital Management LLC | 15,293 | $1.21M | 0.21% | −30,000−66.2% | Reduced |
| Hardy Reed LLC | 15,338 | $1.21M | 0.10% | −723−4.5% | Reduced |
| Quattro Financial Advisors LLC | 15,350 | $1.22M | 0.43% | +350+2.3% | Added |
| Value Partners Investments Inc. | 15,381 | $1.22M | 0.10% | +862+5.9% | Added |