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
- 1,540 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Bare Financial Services, Inc | 366 | $29.0K | 0.01% | +125+51.9% | Added |
| Provenance Wealth Advisors, LLC | 370 | $29.3K | 0.00% | −1,290−77.7% | Reduced |
| Horizons Wealth Management | 371 | $29.4K | 0.02% | −32−7.9% | Reduced |
| Front Row Advisors LLC | 378 | $30.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 386 | $30.6K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 390 | $30.9K | 0.01% | −338−46.4% | Reduced |
| Harvest Fund Management Co., Ltd | 391 | $31.0K | 0.00% | −14,412−97.4% | Reduced |
| Evolution Wealth Management Inc. | 396 | $31.4K | 0.04% | +396 | New |
| Hurley Capital, LLC | 397 | $31.4K | 0.02% | +3+0.8% | Added |
| Park Circle Co | 400 | $31.7K | 0.03% | 00.0% | Unchanged |
| JDM Financial Group LLC | 400 | $31.7K | 0.01% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 400 | $31.7K | 0.00% | +400 | New |
| Horizon Bancorp Inc | 407 | $32.0K | 0.02% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 420 | $33.6K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 431 | $34.1K | 0.00% | −4−0.9% | Reduced |
| Minot DeBlois Advisors LLC | 443 | $35.1K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 449 | $35.6K | 0.02% | +2+0.4% | Added |
| SWAN Capital LLC | 451 | $35.7K | 0.02% | +22+5.1% | Added |
| Fiduciary Advisors, Inc. | 453 | $35.9K | 0.03% | 00.0% | Unchanged |
| Transce3nd, LLC | 454 | $35.9K | 0.02% | −61−11.8% | Reduced |
| Tower Trust & Investment Co | 460 | $36.4K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 465 | $36.8K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 465 | $37.0K | 0.00% | −760−62.0% | Reduced |
| Dougherty Wealth Advisers LLC | 500 | $39.6K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 505 | $40.0K | 0.01% | −72−12.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 509 | $40.3K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 542 | $42.6K | 0.00% | −589−52.1% | Reduced |
| Toth Financial Advisory Corp | 539 | $42.7K | 0.00% | −3,215−85.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 541 | $42.8K | 0.03% | +45+9.1% | Added |
| Howard Hughes Medical Institute | 546 | $43.2K | 0.02% | +546 | New |
| Mountain Hill Investment Partners Corp. | 547 | $43.3K | 0.04% | +547 | New |
| Advantage Trust Co | 550 | $43.5K | 0.02% | +200+57.1% | Added |
| Glass Jacobson Investment Advisors llc | 551 | $43.6K | 0.02% | −2,290−80.6% | Reduced |
| Future Financial Wealth Managment LLC | 553 | $43.8K | 0.03% | 00.0% | Unchanged |
| Team Financial Group, LLC | 554 | $43.8K | 0.02% | +554 | New |
| Winnow Wealth LLC | 563 | $44.6K | 0.03% | −10,185−94.8% | Reduced |
| Accordant Advisory Group Inc | 563 | $44.6K | 0.03% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 564 | $44.6K | 0.68% | +190+50.8% | Added |
| Chung Wu Investment Group, LLC | 573 | $45.4K | 0.05% | +573 | New |
| MJT & Associates Financial Advisory Group, Inc. | 583 | $46.2K | 0.06% | +47+8.8% | Added |
| Mascoma Wealth Management LLC | 593 | $46.9K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 597 | $47.3K | 0.04% | −279−31.8% | Reduced |
| Activest Wealth Management | 597 | $47.3K | 0.01% | −467−43.9% | Reduced |
| Ramirez Asset Management, Inc. | 600 | $47.5K | 0.01% | −14,666−96.1% | Reduced |
| Copeland Capital Management, LLC | 600 | $47.5K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 601 | $47.6K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 636 | $50.4K | 0.01% | +6+1.0% | Added |
| Main Street Group, LTD | 639 | $50.6K | 0.02% | −498−43.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 639 | $50.6K | 0.05% | −3−0.5% | Reduced |
| Sierra Ocean, LLC | 669 | $53.0K | 0.04% | −119−15.1% | Reduced |
| Parkworth Wealth Management, Inc. | 682 | $54.0K | 0.04% | +49+7.7% | Added |
| Contravisory Investment Management, Inc. | 683 | $54.1K | 0.01% | −400−36.9% | Reduced |
| Bellevue Asset Management, LLC | 709 | $56.2K | 0.03% | +34+5.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 724 | $57.3K | 0.09% | −36−4.7% | Reduced |
| Battery Global Advisors, LLC | 718 | $57.4K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 730 | $57.8K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 730 | $58.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 747 | $59.1K | 0.04% | +5+0.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 748 | $59.2K | 0.00% | +469+168.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 758 | $60.0K | 0.01% | −300−28.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 770 | $61.0K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 790 | $63.2K | 0.05% | −123−13.5% | Reduced |
| Carderock Capital Management Inc | 800 | $63.3K | 0.02% | +800 | New |
| Centricity Wealth Management, LLC | 809 | $64.0K | 0.05% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 811 | $64.2K | 0.05% | −34−4.0% | Reduced |
| Scarborough Advisors, LLC | 813 | $64.4K | 0.01% | +813 | New |
| Aspect Partners, LLC | 813 | $64.4K | 0.03% | +113+16.1% | Added |
| SJS Investment Consulting Inc. | 816 | $64.6K | 0.01% | −57−6.5% | Reduced |
| Holos Integrated Wealth LLC | 808 | $65.2K | 0.04% | +127+18.6% | Added |
| Country Trust Bank | 838 | $66.3K | 0.00% | −313−27.2% | Reduced |
| 1620 Investment Advisors, Inc. | 842 | $66.7K | 0.05% | −42−4.8% | Reduced |
| Ogorek Anthony Joseph | 849 | $67.0K | 0.02% | −136−13.8% | Reduced |
| LFA - Lugano Financial Advisors SA | 865 | $68.5K | 0.04% | +77+9.8% | Added |
| DiNuzzo Private Wealth, Inc. | 870 | $68.9K | 0.01% | −34−3.8% | Reduced |
| Curio Wealth, LLC | 874 | $69.2K | 0.03% | +872+43,600.0% | Added |
| Hopwood Financial Services, Inc. | 875 | $69.3K | 0.05% | −75−7.9% | Reduced |
| ORG Wealth Partners, LLC | 853 | $69.5K | 0.02% | +222+35.2% | Added |
| True Wealth Design, LLC | 883 | $69.9K | 0.02% | +708+404.6% | Added |
| Principia Wealth Advisory, LLC | 885 | $70.0K | 0.06% | +52+6.2% | Added |
| Capital A Wealth Management, LLC | 665 | $72.5K | 0.82% | +115+20.9% | Added |
| Richardson Financial Services Inc. | 893 | $73.0K | 0.05% | +185+26.1% | Added |
| Cherry Tree Wealth Management, LLC | 937 | $74.2K | 0.02% | −398−29.8% | Reduced |
| Proathlete Wealth Management LLC | 967 | $76.6K | 0.02% | +11+1.2% | Added |
| Iron Horse Wealth Management, LLC | 982 | $77.7K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 983 | $78.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 1,000 | $79.2K | 0.03% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,002 | $79.6K | 0.01% | −10−1.0% | Reduced |
| S&T Bank | 1,017 | $80.5K | 0.02% | +93+10.1% | Added |
| FSA Wealth Management LLC | 1,029 | $81.4K | 0.03% | −42−3.9% | Reduced |
| IAG Wealth Partners, LLC | 1,029 | $81.5K | 0.01% | −665−39.3% | Reduced |
| Whipplewood Advisors, LLC | 1,032 | $81.7K | 0.04% | −347−25.2% | Reduced |
| Centerpoint Advisors, LLC | 1,042 | $82.0K | 0.03% | +7+0.7% | Added |
| Dogwood Wealth Management LLC | 1,010 | $82.2K | 0.04% | +170+20.2% | Added |
| DecisionPoint Financial, LLC | 1,012 | $82.8K | 0.02% | +12+1.2% | Added |
| Montag & Caldwell, LLC | 1,052 | $83.3K | 0.02% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 1,054 | $83.4K | 0.07% | +2+0.2% | Added |
| Bellwether Advisors, LLC | 1,058 | $83.8K | 0.01% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 1,065 | $84.3K | 0.07% | +1,065 | New |
| NVWM, LLC | 1,082 | $85.7K | 0.02% | +627+137.8% | Added |
| WPG Advisers, LLC | 1,123 | $88.9K | 0.07% | −61−5.2% | Reduced |