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 |
|---|---|---|---|---|---|
| Fortis Capital Advisors, LLC | 2,585 | $204.6K | 0.04% | −105−3.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,586 | $204.7K | 0.02% | +78+3.1% | Added |
| Palisade Capital Management LLC | 2,591 | $205.1K | 0.01% | +2,591 | New |
| Avenue 1 Advisors, LLC | 2,592 | $205.2K | 0.07% | −102−3.8% | Reduced |
| Pathway Financial Advisors LLC | 2,596 | $205.5K | 0.03% | −203−7.3% | Reduced |
| EdgeRock Capital LLC | 2,567 | $205.6K | 0.07% | −417−14.0% | Reduced |
| Lion Street Advisors, LLC | 2,599 | $205.7K | 0.06% | −870−25.1% | Reduced |
| Kings Path Partners LLC | 2,600 | $205.8K | 0.08% | 00.0% | Unchanged |
| North Forty Two & Co. | 2,601 | $205.9K | 0.22% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,607 | $206.4K | 0.08% | −25−0.9% | Reduced |
| Bellecapital International Ltd. | 2,615 | $207.0K | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 2,622 | $207.6K | 0.00% | −220,342−98.8% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 2,623 | $207.6K | 0.05% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 2,625 | $207.8K | 0.07% | −621−19.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 2,648 | $209.6K | 0.03% | −1,390−34.4% | Reduced |
| Ahl Investment Management, Inc. | 2,655 | $210.2K | 0.14% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,657 | $210.4K | 0.06% | −37−1.4% | Reduced |
| Brass Tax Wealth Management, Inc | 2,664 | $210.9K | 0.04% | −248−8.5% | Reduced |
| ETF Store, Inc. | 2,664 | $210.9K | 0.24% | +323+13.8% | Added |
| Trust Co of Oklahoma | 2,664 | $210.9K | 0.07% | +136+5.4% | Added |
| Concentric Capital Strategies, LP | 2,674 | $211.7K | 0.01% | +2,674 | New |
| Capital Market Strategies LLC | 2,675 | $211.8K | 0.15% | −1,658−38.3% | Reduced |
| Lanham O'Dell & Company, Inc. | 2,677 | $211.9K | 0.09% | +2+0.1% | Added |
| Tandem Investment Advisors, Inc. | 2,678 | $212.0K | 0.01% | +2,678 | New |
| Atlas Legacy Advisors, LLC | 2,679 | $212.1K | 0.05% | +2,679 | New |
| KFA Private Wealth Group, LLC | 2,682 | $212.3K | 0.07% | +2,682 | New |
| Pointe Capital Management LLC | 2,683 | $212.4K | 0.11% | −48−1.8% | Reduced |
| Talisman Wealth Advisors LLC | 2,685 | $212.6K | 0.19% | −444−14.2% | Reduced |
| Rollins Financial Advisors, LLC | 2,694 | $213.2K | 0.03% | +13+0.5% | Added |
| Moment Partners, LLC | 2,699 | $213.7K | 0.04% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,700 | $213.7K | 0.07% | +2,700 | New |
| Arrowroot Family Office, LLC | 2,712 | $214.7K | 0.10% | +2,712 | New |
| Marks Group Wealth Management, Inc | 2,713 | $214.8K | 0.02% | −606−18.3% | Reduced |
| Tripletail Wealth Management, LLC | 2,685 | $214.9K | 0.31% | +2,685 | New |
| JPL Wealth Management, LLC | 2,716 | $215.0K | 0.06% | −469−14.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,727 | $215.9K | 0.07% | +2,727 | New |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,729 | $216.0K | 0.07% | +21+0.8% | Added |
| D'Orazio & Associates, Inc. | 2,729 | $216.0K | 0.03% | −2,216−44.8% | Reduced |
| Financial Freedom, LLC | 2,733 | $216.4K | 0.12% | +12+0.4% | Added |
| Five Oceans Advisors | 2,736 | $216.6K | 0.09% | −327−10.7% | Reduced |
| Fairview Capital Investment Management, LLC | 2,741 | $217.0K | 0.01% | −423−13.4% | Reduced |
| Tradition Wealth Management, LLC | 2,743 | $217.1K | 0.02% | −500−15.4% | Reduced |
| Vectors Research Management, LLC | 2,745 | $217.3K | 0.07% | −11,694−81.0% | Reduced |
| Capstone Wealth Management Group, LLC | 2,746 | $217.4K | 0.21% | +2,746 | New |
| Westside Investment Management, Inc. | 2,744 | $217.5K | 0.04% | −80−2.8% | Reduced |
| Werba Rubin Papier Wealth Management | 2,748 | $217.5K | 0.04% | +2,748 | New |
| Clark Asset Management, LLC | 2,751 | $217.8K | 0.03% | +2,751 | New |
| Accuvest Global Advisors | 2,753 | $218.0K | 0.14% | +2,753 | New |
| BCS Private Wealth Management, Inc. | 2,728 | $218.0K | 0.08% | +2,728 | New |
| Obsidian Personal Planning Solutions LLC | 2,763 | $218.7K | 0.09% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,602 | $218.8K | 0.09% | +2,602 | New |
| First Commonwealth Financial Corp | 2,766 | $219.0K | 0.05% | −571−17.1% | Reduced |
| Kelman-Lazarov, Inc. | 2,767 | $219.0K | 0.04% | +2,767 | New |
| Shakespeare Wealth Management, Inc. | 2,768 | $219.1K | 0.06% | −2,715−49.5% | Reduced |
| 49 Wealth Management, LLC | 2,769 | $219.2K | 0.02% | −3,660−56.9% | Reduced |
| Banque de Luxembourg S.A. | 2,442 | $219.2K | 0.13% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 2,710 | $219.2K | 0.09% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 2,778 | $219.9K | 0.20% | +10.0% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,778 | $220.0K | 0.01% | −6,580−70.3% | Reduced |
| Carmel Capital Partners, LLC | 2,782 | $220.2K | 0.08% | −570−17.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,785 | $220.5K | 0.13% | +7+0.3% | Added |
| Falcon Wealth Planning | 2,785 | $220.5K | 0.02% | −235−7.8% | Reduced |
| DMKC Advisory Services, LLC | 2,705 | $220.5K | 0.12% | +2,705 | New |
| Hills Bank & Trust Co | 2,789 | $220.8K | 0.01% | −47−1.7% | Reduced |
| Blue Square Asset Management, LLC | 2,793 | $221.1K | 0.10% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,797 | $221.4K | 0.02% | −352−11.2% | Reduced |
| Blue Barn Wealth, LLC | 2,800 | $221.6K | 0.10% | −21−0.7% | Reduced |
| Birchcreek Wealth Management, LLC | 2,803 | $221.9K | 0.13% | −1,550−35.6% | Reduced |
| TD Capital Management LLC | 2,808 | $222.2K | 0.02% | +442+18.7% | Added |
| Birchbrook, Inc. | 2,810 | $222.4K | 0.12% | +1,039+58.7% | Added |
| BlueChip Wealth Advisors LLC | 2,816 | $222.9K | 0.10% | +21+0.8% | Added |
| D.B. Root & Company, LLC | 2,817 | $223.1K | 0.07% | +372+15.2% | Added |
| Kelly Financial Group LLC | 2,790 | $223.1K | 0.06% | +20+0.7% | Added |
| Maryland Capital Advisors Inc. | 2,820 | $223.2K | 0.09% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 2,823 | $223.5K | 0.07% | 00.0% | Unchanged |
| Security Financial Services, INC. | 2,823 | $223.5K | 0.04% | +308+12.2% | Added |
| RWM Asset Management, LLC | 2,828 | $223.9K | 0.03% | −277−8.9% | Reduced |
| Curran Financial Partners, LLC | 2,834 | $224.4K | 0.05% | −222−7.3% | Reduced |
| Valley Brook Capital Group | 2,836 | $224.5K | 0.17% | −390−12.1% | Reduced |
| ELCO Management Co., LLC | 2,837 | $224.6K | 0.12% | +423+17.5% | Added |
| Firestone Capital Management | 2,840 | $224.8K | 0.05% | +22+0.8% | Added |
| Panoramic Investment Advisors, LLC | 2,843 | $225.1K | 0.14% | −11−0.4% | Reduced |
| Prospect Financial Group LLC | 2,846 | $225.3K | 0.24% | −142−4.8% | Reduced |
| Cascades Capital Asset Management, LLC | 2,848 | $225.5K | 0.12% | +5+0.2% | Added |
| First United Bank Trust | 2,849 | $225.5K | 0.08% | −740−20.6% | Reduced |
| Flagship Wealth Advisors, LLC | 2,849 | $225.5K | 0.09% | 00.0% | Unchanged |
| Guardian Partners Inc. | 2,695 | $225.6K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,853 | $225.8K | 0.02% | −2,344−45.1% | Reduced |
| Monument Group Wealth Advisors, LLC | 2,857 | $226.2K | 0.14% | +250+9.6% | Added |
| Newbridge Financial Services Group, Inc. | 2,864 | $226.7K | 0.04% | +136+5.0% | Added |
| Grandview Asset Management LLC | 2,871 | $227.0K | 0.07% | +3+0.1% | Added |
| Barnes Wealth Management Group, Inc | 2,870 | $227.2K | 0.13% | +286+11.1% | Added |
| Kellett Schaffner Wealth Advisors LLC | 2,871 | $227.3K | 0.15% | +381+15.3% | Added |
| Braun-Bostich & Associates Inc. | 2,891 | $228.9K | 0.16% | +5+0.2% | Added |
| Integris Wealth Management, LLC | 2,891 | $228.9K | 0.06% | +465+19.2% | Added |
| Commons Capital, LLC | 2,892 | $228.9K | 0.17% | +2,892 | New |
| Fountainhead AM, LLC | 2,893 | $229.0K | 0.03% | −179−5.8% | Reduced |
| Kaydan Wealth Management, Inc. | 2,908 | $230.2K | 0.08% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,909 | $230.3K | 0.13% | +120+4.3% | Added |
| Sand Hill Global Advisors, LLC | 2,910 | $230.4K | 0.01% | −1,752−37.6% | Reduced |