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 |
|---|---|---|---|---|---|
| Essex Investment Management Co LLC | 1,132 | $89.6K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,151 | $91.1K | 0.03% | −106−8.4% | Reduced |
| West Financial Advisors, LLC | 1,159 | $91.7K | 0.02% | −5−0.4% | Reduced |
| Stone House Investment Management, LLC | 1,160 | $91.8K | 0.02% | +10+0.9% | Added |
| Ritter Daniher Financial Advisory LLC | 1,163 | $92.1K | 0.02% | +686+143.8% | Added |
| Vision Financial Markets LLC | 1,186 | $93.9K | 0.09% | 00.0% | Unchanged |
| Breakwater Investment Management | 1,198 | $94.8K | 0.04% | −1,263−51.3% | Reduced |
| ESL Trust Services, LLC | 1,200 | $95.0K | 0.02% | −56−4.5% | Reduced |
| Turim 21 Investimentos Ltda. | 1,200 | $95.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,213 | $96.0K | 0.06% | +4+0.3% | Added |
| Richardson Capital Management LLC | 1,216 | $96.3K | 0.05% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 1,256 | $99.4K | 0.07% | −77−5.8% | Reduced |
| Financial Network Wealth Advisors LLC | 1,262 | $99.9K | 0.12% | +22+1.8% | Added |
| ZRC Wealth Management, LLC | 1,290 | $102.1K | 0.04% | −269−17.3% | Reduced |
| Financial Perspectives, Inc | 1,318 | $104.3K | 0.03% | +1+0.1% | Added |
| Cedar Wealth Management, LLC | 1,318 | $104.4K | 0.04% | +54+4.3% | Added |
| Granite FO LLC | 1,320 | $104.5K | 0.06% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,332 | $105.4K | 0.02% | +90+7.2% | Added |
| Robinswood Financial LLC | 1,343 | $106.4K | 0.04% | +549+69.1% | Added |
| Tower View Investment Management & Research LLC | 1,345 | $106.5K | 0.06% | +13+1.0% | Added |
| Clear Street Markets LLC | 1,353 | $107.1K | 0.04% | +1,353 | New |
| Vermillion Wealth Management, Inc. | 1,361 | $107.7K | 0.05% | +153+12.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,345 | $108.0K | 0.03% | +1,345 | New |
| Stephens Consulting, LLC | 1,364 | $108.0K | 0.03% | −8−0.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,372 | $108.6K | 0.02% | −816−37.3% | Reduced |
| Pacifica Partners Inc. | 1,386 | $109.6K | 0.04% | +28+2.1% | Added |
| CGC Financial Services, LLC | 1,394 | $110.4K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,400 | $110.8K | 0.06% | −3,668−72.4% | Reduced |
| REAP Financial Group, LLC | 1,445 | $114.4K | 0.03% | +591+69.2% | Added |
| Creative Capital Management Investments LLC | 1,488 | $117.8K | 0.04% | +375+33.7% | Added |
| Evergreen Private Wealth LLC | 1,503 | $119.0K | 0.05% | −41−2.7% | Reduced |
| Raffa Wealth Management, LLC | 1,513 | $119.8K | 0.02% | +1,103+269.0% | Added |
| VSM Wealth Advisory, LLC | 1,518 | $120.2K | 0.04% | +1+0.1% | Added |
| Fourth Dimension Wealth, LLC | 1,530 | $121.1K | 0.05% | +446+41.1% | Added |
| First Community Trust NA | 1,575 | $124.7K | 0.10% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 1,575 | $124.7K | 0.11% | +1,210+331.5% | Added |
| Avion Wealth | 1,603 | $126.0K | 0.03% | −499−23.7% | Reduced |
| Bernard Wealth Management Corp. | 1,602 | $126.8K | 0.06% | −92−5.4% | Reduced |
| 1 North Wealth Services LLC | 1,624 | $128.6K | 0.05% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,596 | $128.8K | 0.03% | +395+32.9% | Added |
| TSFG, LLC | 1,772 | $140.0K | 0.03% | +6+0.3% | Added |
| Carolina Wealth Advisors, LLC | 1,774 | $140.4K | 0.07% | +860+94.1% | Added |
| Painted Porch Advisors LLC | 1,816 | $143.8K | 0.06% | −32−1.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,833 | $145.1K | 0.01% | −804−30.5% | Reduced |
| Central Pacific Bank - Trust Division | 1,841 | $145.7K | 0.02% | +97+5.6% | Added |
| Goldstream Capital Management Ltd | 1,838 | $146.5K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,866 | $147.0K | 0.00% | −355−16.0% | Reduced |
| Paladin Advisory Group, LLC | 1,868 | $147.9K | 0.11% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,869 | $147.9K | 0.05% | −1,553−45.4% | Reduced |
| Belmont Capital, LLC | 1,877 | $148.6K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,851 | $152.5K | 0.02% | +210+12.8% | Added |
| Signature Resources Capital Management, LLC | 1,932 | $152.9K | 0.09% | +459+31.2% | Added |
| CapitalatWork S.A. | – | $154.0K | 0.00% | – | – |
| Sherman Asset Management, Inc. | 1,964 | $155.5K | 0.14% | −1−0.1% | Reduced |
| Total Investment Management Inc | 1,971 | $156.0K | 0.02% | +1,971 | New |
| Wellspring Financial Advisors, LLC | 15,468 | $156.3K | 0.02% | −1,201−7.2% | Reduced |
| Hara Capital LLC | 1,982 | $156.9K | 0.10% | +820+70.6% | Added |
| Arcadia Investment Management Corp | 2,000 | $158.3K | 0.03% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 2,014 | $159.4K | 0.12% | +177+9.6% | Added |
| Wood Tarver Financial Group, LLC | 2,059 | $162.0K | 0.05% | −9−0.4% | Reduced |
| Redwood Park Advisors LLC | 2,050 | $162.3K | 0.12% | −534−20.7% | Reduced |
| Concord Wealth Partners | 2,056 | $162.7K | 0.02% | +527+34.5% | Added |
| Security National Bank | 2,060 | $163.1K | 0.03% | −26,965−92.9% | Reduced |
| ORG Partners LLC | 2,004 | $164.0K | 0.03% | −464−18.8% | Reduced |
| O'Brien Wealth Partners LLC | 2,130 | $168.6K | 0.03% | −220−9.4% | Reduced |
| Kozak & Associates, Inc. | 2,034 | $170.3K | 0.03% | −284−12.3% | Reduced |
| Quaker Wealth Management, LLC | 2,198 | $174.0K | 0.06% | +2,198 | New |
| Fiduciary Wealth Partners, LLC | 2,203 | $174.4K | 0.16% | +1,670+313.3% | Added |
| Garde Capital, Inc. | 2,207 | $174.7K | 0.01% | −3,695−62.6% | Reduced |
| Riverview Trust Co | 2,225 | $176.1K | 0.22% | −8,431−79.1% | Reduced |
| New England Capital Financial Advisors LLC | 2,240 | $177.4K | 0.08% | +14+0.6% | Added |
| Rocky Mountain Advisers, LLC | 2,267 | $179.5K | 0.05% | 00.0% | Unchanged |
| Members Capital Advisors Inc | 2,283 | $180.7K | 0.21% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 2,295 | $183.6K | 0.15% | −18−0.8% | Reduced |
| Blume Capital Management, Inc. | 2,330 | $184.4K | 0.04% | +30+1.3% | Added |
| Rossby Financial, LCC | 2,357 | $186.6K | 0.07% | −120−4.8% | Reduced |
| Strategic Investment Solutions, Inc. | 2,383 | $188.6K | 0.06% | +207+9.5% | Added |
| Asset Planning,Inc | 2,389 | $189.1K | 0.14% | −205−7.9% | Reduced |
| Cohen & Steers, Inc. | 2,400 | $190.0K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 2,439 | $193.1K | 0.14% | −125−4.9% | Reduced |
| Marshall & Sullivan Inc | 2,450 | $193.9K | 0.09% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 2,460 | $194.7K | 0.14% | +2,460 | New |
| Pacific Center for Financial Services | 2,526 | $200.0K | 0.05% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,536 | $200.8K | 0.07% | +2,536 | New |
| Strait & Sound Wealth Management LLC | 2,538 | $200.9K | 0.09% | −140−5.2% | Reduced |
| Private Wealth Management Group, LLC | 2,538 | $200.9K | 0.07% | −260−9.3% | Reduced |
| Academy Capital Management Inc | 2,540 | $201.1K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,542 | $201.2K | 0.02% | −632−19.9% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,544 | $201.3K | 0.06% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 2,526 | $201.8K | 0.02% | +2,261+853.2% | Added |
| Genus Capital Management Inc. | 2,554 | $202.2K | 0.03% | −1,305−33.8% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 2,561 | $202.7K | 0.03% | −438−14.6% | Reduced |
| Binnacle Investments Inc | 2,564 | $203.0K | 0.13% | −61−2.3% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 2,565 | $203.0K | 0.01% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,568 | $203.3K | 0.07% | −807−23.9% | Reduced |
| Goepper Burkhardt LLC | 2,568 | $203.3K | 0.07% | −100−3.7% | Reduced |
| Peak Planning Group, LLC | 2,571 | $203.5K | 0.13% | −2,075−44.7% | Reduced |
| Holistic Financial Partners | 2,575 | $203.8K | 0.09% | −1,834−41.6% | Reduced |
| Harvey Capital Management Inc | 2,500 | $204.5K | 0.05% | −300−10.7% | Reduced |
| Pasadena Private Wealth, LLC | 2,585 | $204.6K | 0.04% | −750−22.5% | Reduced |