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
- 3,338
- −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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Strata Wealth Advisors, LLC | 2,912 | $230.5K | 0.06% | +2,912 | New |
| Amarillo National Bank | 2,913 | $230.6K | 0.04% | +100+3.6% | Added |
| Reik & Co., LLC | 2,914 | $230.7K | 0.06% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 2,915 | $230.8K | 0.02% | −31−1.1% | Reduced |
| Tilson Financial Group, Inc. | 2,918 | $231.0K | 0.09% | −2,047−41.2% | Reduced |
| Abound Wealth Management | 2,920 | $231.2K | 0.07% | +510+21.2% | Added |
| Sage Private Wealth Group, LLC | 2,920 | $231.2K | 0.15% | −3,013−50.8% | Reduced |
| Montz Harcus Wealth Management LLC | 2,922 | $231.3K | 0.11% | −86−2.9% | Reduced |
| Canvas Wealth Advisors, LLC | 2,762 | $232.2K | 0.05% | +2,762 | New |
| Grey Fox Wealth Advisors, LLC | 2,904 | $232.2K | 0.06% | −735−20.2% | Reduced |
| AGH Wealth Advisors, LLC | 2,943 | $233.0K | 0.19% | +16+0.5% | Added |
| TigerOak Management, L.L.C. | 2,945 | $233.1K | 0.08% | +156+5.6% | Added |
| Intergy Private Wealth, LLC | 2,946 | $233.2K | 0.08% | +133+4.7% | Added |
| Cornerstone Planning Group LLC | 2,902 | $234.4K | 0.05% | −20−0.7% | Reduced |
| Bell Investment Advisors, Inc | 2,962 | $234.5K | 0.04% | +255+9.4% | Added |
| Florida Financial Advisors, LLC | 2,968 | $235.0K | 0.08% | −717−19.5% | Reduced |
| Phillips Wealth Planners LLC | 2,894 | $235.5K | 0.21% | −216−6.9% | Reduced |
| New World Advisors LLC | 2,982 | $236.1K | 0.05% | +2,982 | New |
| Prentiss Smith & Co Inc | 2,990 | $236.7K | 0.14% | −100−3.2% | Reduced |
| North Capital, Inc. | 2,991 | $236.8K | 0.20% | −117−3.8% | Reduced |
| Byrne Asset Management LLC | 2,998 | $237.3K | 0.16% | −95−3.1% | Reduced |
| Schrum Private Wealth Management LLC | 3,000 | $237.5K | 0.19% | +2+0.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 3,000 | $237.5K | 0.04% | 00.0% | Unchanged |
| KWB Wealth | 2,649 | $237.8K | 0.03% | +15+0.6% | Added |
| City Center Advisors, LLC | 3,004 | $237.8K | 0.25% | +3,004 | New |
| Green Harvest Asset Management LLC | 3,007 | $238.0K | 0.00% | −876−22.6% | Reduced |
| Sterling Financial Planning, Inc. | 3,014 | $238.6K | 0.08% | −54−1.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,037 | $240.4K | 0.02% | +917+43.3% | Added |
| Smith Shellnut Wilson LLC | 3,039 | $240.6K | 0.10% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 2,973 | $240.6K | 0.14% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 3,042 | $240.8K | 0.01% | +494+19.4% | Added |
| Powers Advisory Group, LLC | 3,042 | $240.8K | 0.11% | +135+4.6% | Added |
| Buckhead Capital Management LLC | 3,047 | $241.2K | 0.09% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,049 | $241.4K | 0.10% | −1,165−27.6% | Reduced |
| Patton Fund Management, Inc. | 3,051 | $241.5K | 0.05% | +3,051 | New |
| Advisor Resource Council | 3,052 | $241.6K | 0.12% | −6,840−69.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,053 | $241.7K | 0.22% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3,055 | $241.8K | 0.05% | +3,055 | New |
| White Knight Strategic Wealth Advisors, LLC | 3,059 | $242.2K | 0.21% | +3,059 | New |
| Northwest Wealth Management, LLC | 3,071 | $243.1K | 0.04% | +470+18.1% | Added |
| Cascade Investment Group, Inc. | 3,074 | $243.4K | 0.17% | +3,074 | New |
| KRS Capital Management, LLC | 3,076 | $243.5K | 0.16% | −253−7.6% | Reduced |
| Paragon Financial Partners, Inc. | 3,081 | $243.9K | 0.17% | +10.0% | Added |
| TriaGen Wealth Management LLC | 3,089 | $244.5K | 0.07% | +179+6.2% | Added |
| Centurion Wealth Management LLC | 3,093 | $244.8K | 0.07% | −292−8.6% | Reduced |
| Carson Advisory Inc. | 3,095 | $245.0K | 0.16% | −606−16.4% | Reduced |
| OneAscent Family Office, LLC | 3,097 | $245.0K | 0.23% | +311+11.2% | Added |
| Gerber, LLC | 3,097 | $245.2K | 0.17% | 00.0% | Unchanged |
| Apollon Financial, LLC | 3,097 | $245.2K | 0.05% | +29+0.9% | Added |
| Knollwood Investment Advisory, LLC | 3,100 | $245.4K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 3,119 | $246.0K | 0.04% | −745−19.3% | Reduced |
| Regimen Wealth, LLC | 3,117 | $246.8K | 0.08% | +25+0.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,755 | $247.3K | 0.10% | +2,755 | New |
| Values Added Financial LLC | 3,134 | $248.1K | 0.12% | +3,134 | New |
| Piscataqua Savings Bank | 3,135 | $248.1K | 0.21% | +10+0.3% | Added |
| Moser Wealth Advisors, LLC | 3,135 | $248.2K | 0.12% | −629−16.7% | Reduced |
| Aire Advisors, LLC | 3,139 | $248.5K | 0.05% | +483+18.2% | Added |
| Laraway Financial Inc | 3,142 | $248.8K | 0.19% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 3,143 | $248.8K | 0.28% | −96−3.0% | Reduced |
| Tyler-Stone Wealth Management | 3,147 | $249.1K | 0.04% | −1,521−32.6% | Reduced |
| Fielder Capital Group LLC | 3,153 | $249.6K | 0.07% | −171−5.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 3,053 | $249.8K | 0.14% | +76+2.6% | Added |
| Clare Market Investments LLC | 3,158 | $250.0K | 0.06% | −252−7.4% | Reduced |
| Fortress Financial Group, LLC | 3,159 | $250.0K | 0.21% | +324+11.4% | Added |
| Milestones Private Investment Advisors LLC | 3,159 | $250.1K | 0.19% | +3,159 | New |
| Wealth Quarterback LLC | 3,169 | $250.9K | 0.12% | +5+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 3,175 | $251.3K | 0.08% | +584+22.5% | Added |
| Founders Grove Wealth Partners, LLC | 3,191 | $252.6K | 0.06% | −175−5.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,200 | $253.3K | 0.04% | 00.0% | Unchanged |
| Hoese & Co LLP | 3,202 | $253.4K | 0.20% | +2,300+255.0% | Added |
| Bolthouse Investments, LLC | 3,202 | $253.4K | 0.25% | −2,917−47.7% | Reduced |
| Agp Franklin, LLC | 3,203 | $253.5K | 0.13% | 00.0% | Unchanged |
| Waterford Advisors, LLC | 6,690 | $253.9K | 0.09% | +3,482+108.5% | Added |
| Revisor Wealth Management LLC | 3,035 | $255.0K | 0.09% | −588−16.2% | Reduced |
| Brighton Securities Corp. | 3,235 | $256.1K | 0.14% | −1,674−34.1% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 3,236 | $256.2K | 0.02% | −183,293−98.3% | Reduced |
| Dumont & Blake Investment Advisors LLC | 3,238 | $256.3K | 0.07% | −33−1.0% | Reduced |
| Wambolt & Associates, LLC | 3,146 | $257.4K | 0.09% | +3,146 | New |
| Walkner Condon Financial Advisors LLC | 3,253 | $257.5K | 0.05% | +173+5.6% | Added |
| Bravias Capital Group, LLC | 3,255 | $257.7K | 0.19% | +109+3.5% | Added |
| Foster Group, Inc. | 3,264 | $258.4K | 0.01% | +19+0.6% | Added |
| Summitry LLC | 3,265 | $258.4K | 0.01% | −230−6.6% | Reduced |
| Virtue Capital Management, LLC | 3,265 | $258.5K | 0.05% | −1,745−34.8% | Reduced |
| Salvus Wealth Management, LLC | 3,270 | $258.9K | 0.15% | +119+3.8% | Added |
| Transamerica Financial Advisors, Inc. | 3,278 | $259.5K | 0.02% | +1,646+100.9% | Added |
| Fiducient Advisors LLC | 3,248 | $259.7K | 0.03% | −1,907−37.0% | Reduced |
| Security National Bank of Sioux City Iowa | 3,283 | $259.9K | 0.18% | +400+13.9% | Added |
| Gibson Capital, LLC | 3,287 | $260.2K | 0.05% | −192−5.5% | Reduced |
| Noble Family Wealth, LLC | 3,291 | $260.5K | 0.06% | 00.0% | Unchanged |
| Highlander Partners, L.P. | 3,300 | $261.2K | 0.10% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 3,206 | $261.3K | 0.21% | +141+4.6% | Added |
| Haven Private, LLC | 3,311 | $262.1K | 0.12% | +1,063+47.3% | Added |
| RD Lewis Holdings, Inc. | 3,266 | $262.5K | 0.26% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3,321 | $262.9K | 0.03% | +23+0.7% | Added |
| American Trust Investment Advisors, LLC | 3,323 | $263.0K | 0.13% | −8,150−71.0% | Reduced |
| Pzena Investment Management LLC | 3,324 | $263.1K | 0.00% | +3,324 | New |
| AMJ Financial Wealth Management | 3,327 | $263.4K | 0.07% | −2,888−46.5% | Reduced |
| Boreal Capital Management LLC | 3,299 | $263.8K | 0.22% | +3,299 | New |
| Versant Capital Management, Inc | 3,338 | $264.2K | 0.04% | −5,228−61.0% | Reduced |
| Genesis Wealth Advisors, LLC | 3,349 | $265.1K | 0.20% | −348−9.4% | Reduced |