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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 17,914 | $1.42M | 0.19% | −912−4.8% | Reduced |
| JFS Wealth Advisors, LLC | 17,946 | $1.42M | 0.09% | −454−2.5% | Reduced |
| Puzo Michael J | 17,958 | $1.42M | 0.41% | 00.0% | Unchanged |
| Webster Bank, N. A. | 17,975 | $1.42M | 0.15% | −2,996−14.3% | Reduced |
| Quest Investment Management LLC | 18,000 | $1.42M | 0.16% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 18,014 | $1.43M | 0.83% | +994+5.8% | Added |
| Doliver Advisors, LP | 18,043 | $1.43M | 0.39% | +1,380+8.3% | Added |
| Blue Edge Capital, LLC | 18,054 | $1.43M | 0.21% | −95−0.5% | Reduced |
| Insigneo Advisory Services, LLC | 18,088 | $1.43M | 0.12% | −10.0% | Reduced |
| Precedent Wealth Partners, LLC | 18,139 | $1.44M | 0.35% | +3,259+21.9% | Added |
| Clark Capital Management Group, Inc. | 18,169 | $1.44M | 0.01% | −3,875−17.6% | Reduced |
| Wulff, Hansen & Co. | 18,170 | $1.44M | 1.23% | −230−1.3% | Reduced |
| GraniteShares Advisors LLC | 18,196 | $1.44M | 0.89% | +791+4.5% | Added |
| Adell Harriman & Carpenter Inc | 18,200 | $1.44M | 0.10% | −4,775−20.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 18,240 | $1.44M | 0.28% | +1,168+6.8% | Added |
| Donoghue Forlines LLC | 18,341 | $1.45M | 0.41% | +2,755+17.7% | Added |
| Old North State Wealth Management, LLC | 18,328 | $1.45M | 0.76% | +1,390+8.2% | Added |
| Old Point Trust & Financial Services N A | 18,349 | $1.45M | 0.51% | −533−2.8% | Reduced |
| Almanack Investment Partners, LLC. | 18,349 | $1.45M | 0.23% | +14,276+350.5% | Added |
| Ashford Capital Management Inc | 18,362 | $1.45M | 0.17% | −2,705−12.8% | Reduced |
| Gillespie Robinson & Grimm Inc | 18,402 | $1.46M | 0.11% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 16,248 | $1.46M | 0.24% | 00.0% | Unchanged |
| Camden Capital, LLC | 18,425 | $1.46M | 0.14% | +1,156+6.7% | Added |
| Thompson Investment Management, Inc. | 18,429 | $1.46M | 0.21% | 00.0% | Unchanged |
| Field & Main Bank | 18,453 | $1.46M | 0.48% | −95−0.5% | Reduced |
| Orca Investment Management, LLC | 18,466 | $1.46M | 1.32% | +18,466 | New |
| Quadrature Capital Ltd | 18,537 | $1.47M | 0.03% | −133,728−87.8% | Reduced |
| Hall Laurie J Trustee | 18,584 | $1.47M | 0.49% | −3,520−15.9% | Reduced |
| NCM Capital Management, LLC | 18,591 | $1.47M | 0.60% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 18,631 | $1.47M | 0.40% | +1,292+7.5% | Added |
| Private Wealth Asset Management, LLC | 18,661 | $1.48M | 0.20% | +1,306+7.5% | Added |
| Cim Investment Mangement Inc | 16,553 | $1.48M | 0.28% | +8,262+99.7% | Added |
| L & S Advisors Inc | 18,686 | $1.48M | 0.15% | −1,005−5.1% | Reduced |
| Enterprise Financial Services Corp | 18,725 | $1.48M | 0.79% | +447+2.4% | Added |
| Dudley Capital Management, LLC | 18,758 | $1.48M | 0.74% | −311−1.6% | Reduced |
| IAM Advisory, LLC | 18,769 | $1.49M | 0.36% | +663+3.7% | Added |
| Avalon Trust Co | 18,801 | $1.49M | 0.11% | −16,491−46.7% | Reduced |
| CNB Bank | 18,816 | $1.49M | 0.71% | +188+1.0% | Added |
| Bulltick Wealth Management, LLC | 18,717 | $1.49M | 0.37% | +18,717 | New |
| Wallace Capital Management Inc. | 18,856 | $1.49M | 0.20% | −19−0.1% | Reduced |
| Sierra Summit Advisors LLC | 18,883 | $1.49M | 0.27% | +8,213+77.0% | Added |
| Shufro Rose & Co LLC | 16,668 | $1.50M | 0.12% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 18,915 | $1.50M | 0.26% | +1,168+6.6% | Added |
| LVW Advisors, LLC | 18,917 | $1.50M | 0.17% | +4,358+29.9% | Added |
| Ontario Teachers Pension Plan Board | 18,926 | $1.50M | 0.03% | +521+2.8% | Added |
| Barry Investment Advisors, LLC | 18,772 | $1.50M | 0.37% | +6,249+49.9% | Added |
| Somerville Kurt F | 18,956 | $1.50M | 0.25% | 00.0% | Unchanged |
| Monetary Management Group Inc | 19,035 | $1.51M | 0.37% | +125+0.7% | Added |
| Peak Asset Management, LLC | 19,070 | $1.51M | 0.28% | +743+4.1% | Added |
| Fairfield, Bush & Co. | 19,088 | $1.51M | 0.85% | +1,988+11.6% | Added |
| Ti-Trust, Inc | 19,153 | $1.52M | 1.02% | +31+0.2% | Added |
| IVC Wealth Advisors LLC | 19,206 | $1.52M | 0.74% | −193−1.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 19,216 | $1.52M | 0.20% | −279−1.4% | Reduced |
| Fruth Investment Management | 19,237 | $1.52M | 0.41% | −400−2.0% | Reduced |
| Segall Bryant & Hamill, LLC | 19,239 | $1.52M | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 19,292 | $1.53M | 0.17% | −19,107−49.8% | Reduced |
| Wolff Wiese Magana LLC | 19,316 | $1.53M | 0.95% | +174+0.9% | Added |
| Van Cleef Asset Management,Inc | 19,358 | $1.53M | 0.17% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 19,376 | $1.53M | 0.38% | 00.0% | Unchanged |
| Leisure Capital Management | 19,376 | $1.53M | 0.58% | −364−1.8% | Reduced |
| Mindset Wealth Management, LLC | 19,419 | $1.54M | 0.50% | +868+4.7% | Added |
| Diamant Asset Management, Inc. | 19,462 | $1.54M | 1.17% | −1,000−4.9% | Reduced |
| Pflug Koory, LLC | 19,475 | $1.54M | 0.78% | +499+2.6% | Added |
| AlphaStar Capital Management, LLC | 19,493 | $1.54M | 0.11% | −1,444−6.9% | Reduced |
| Western Wealth Management, LLC | 19,517 | $1.55M | 0.09% | −1,031−5.0% | Reduced |
| Integrated Investment Consultants, LLC | 19,520 | $1.55M | 0.30% | −363−1.8% | Reduced |
| Accurate Wealth Management, LLC | 18,392 | $1.55M | 0.24% | +1,071+6.2% | Added |
| Thrive Wealth Management, LLC | 19,525 | $1.55M | 0.25% | +656+3.5% | Added |
| Howe & Rusling Inc | 19,574 | $1.55M | 0.11% | −248−1.3% | Reduced |
| Insight Inv LLC | 19,647 | $1.56M | 1.04% | −15,133−43.5% | Reduced |
| First County Bank | 19,714 | $1.56M | 0.84% | +1,529+8.4% | Added |
| Apexium Financial, LP | 19,566 | $1.56M | 0.08% | −921−4.5% | Reduced |
| West Family Investments, Inc. | 19,796 | $1.57M | 0.41% | +3,111+18.6% | Added |
| Kathmere Capital Management, LLC | 19,802 | $1.57M | 0.12% | −149−0.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 19,677 | $1.57M | 0.07% | 00.0% | Unchanged |
| Diadema Partners LP | 20,000 | $1.58M | 0.98% | +20,000 | New |
| GM Advisory Group, Inc. | 20,002 | $1.58M | 0.08% | +292+1.5% | Added |
| Legacy Private Trust Co. | 20,034 | $1.59M | 0.10% | −8,108−28.8% | Reduced |
| Mayflower Financial Advisors, LLC | 20,066 | $1.59M | 0.22% | −934−4.4% | Reduced |
| RiverFront Investment Group, LLC | 20,105 | $1.59M | 0.03% | +3,204+19.0% | Added |
| Hartford Financial Management Inc. | 20,115 | $1.59M | 0.44% | −630−3.0% | Reduced |
| McAdam, LLC | 20,153 | $1.60M | 0.09% | +1,577+8.5% | Added |
| Beaumont Financial Advisors, LLC | 20,169 | $1.60M | 0.12% | −723−3.5% | Reduced |
| bLong Financial, LLC | 20,181 | $1.60M | 1.23% | −94−0.5% | Reduced |
| SWS Partners | 19,989 | $1.60M | 0.43% | −180−0.9% | Reduced |
| Strategic Financial Services, Inc, | 20,211 | $1.60M | 0.09% | −410−2.0% | Reduced |
| Stoneridge Investment Partners LLC | 20,225 | $1.60M | 1.21% | 00.0% | Unchanged |
| Family Capital Trust Co | 20,232 | $1.60M | 0.55% | 00.0% | Unchanged |
| Asset Dedication, LLC | 20,248 | $1.60M | 0.12% | −1,448−6.7% | Reduced |
| Clarkston Capital Partners, LLC | 20,250 | $1.60M | 0.03% | +2,143+11.8% | Added |
| Sheets Smith Wealth Management | 20,316 | $1.61M | 0.19% | −23−0.1% | Reduced |
| Stratos Wealth Advisors, LLC | 20,320 | $1.61M | 0.08% | −1,454−6.7% | Reduced |
| Financial Advisory Partners, LLC | 20,339 | $1.61M | 0.51% | −837−4.0% | Reduced |
| Capital International Inc | 20,384 | $1.61M | 0.02% | −12,535−38.1% | Reduced |
| Capital Asset Advisory Services LLC | 19,749 | $1.62M | 0.08% | +440+2.3% | Added |
| Fred Alger Management, LLC | 20,229 | $1.62M | 0.01% | −25,221−55.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 20,462 | $1.62M | 0.11% | −10,298−33.5% | Reduced |
| Silverlake Wealth Management LLC | 20,484 | $1.62M | 0.48% | +73+0.4% | Added |
| Beaton Management Co. Inc. | 20,487 | $1.62M | 0.79% | +200+1.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 20,555 | $1.63M | 0.03% | −4,490−17.9% | Reduced |