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 |
|---|---|---|---|---|---|
| Victory Financial Group, LLC | 3,757 | $297.4K | 0.05% | +1,246+49.6% | Added |
| Quest Partners LLC | 3,759 | $297.6K | 0.03% | −15,516−80.5% | Reduced |
| Harrell Investment Partners, LLC | 3,760 | $297.6K | 0.08% | −55,727−93.7% | Reduced |
| Fortress Private Ledger, LLC | 3,762 | $297.8K | 0.14% | +199+5.6% | Added |
| WMG Financial Advisors, LLC | 3,765 | $298.0K | 0.11% | +66+1.8% | Added |
| MBM Wealth Consultants, LLC | 3,766 | $298.1K | 0.08% | −366−8.9% | Reduced |
| Signet Financial Management, LLC | 3,771 | $298.5K | 0.04% | +1,323+54.0% | Added |
| Triad Wealth Partners, LLC | 3,771 | $298.5K | 0.06% | −161−4.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 3,677 | $299.2K | 0.03% | +688+23.0% | Added |
| Intellus Advisors LLC | 3,781 | $299.3K | 0.04% | +192+5.3% | Added |
| Financial Management Professionals, Inc. | 3,744 | $299.4K | 0.03% | +307+8.9% | Added |
| Warm Springs Advisors Inc. | 3,784 | $299.5K | 0.26% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 3,784 | $299.6K | 0.06% | +3,784 | New |
| Beacon Financial Strategies CORP | 3,788 | $299.9K | 0.19% | +2+0.1% | Added |
| Birch Financial Group, LLC | 3,790 | $300.0K | 0.24% | +476+14.4% | Added |
| Keebeck Alpha, LP | 3,798 | $300.6K | 0.49% | +3,798 | New |
| Alesco Advisors LLC | 3,801 | $300.9K | 0.01% | −349−8.4% | Reduced |
| Flynn Zito Capital Management, LLC | 3,802 | $301.0K | 0.13% | +547+16.8% | Added |
| JSF Financial, LLC | 3,807 | $301.4K | 0.07% | −219−5.4% | Reduced |
| TFB Advisors LLC | 3,810 | $301.6K | 0.08% | −242−6.0% | Reduced |
| Cambridge Financial Group, LLC | 3,812 | $301.8K | 0.11% | −640−14.4% | Reduced |
| Tudor Financial Inc. | 3,822 | $302.6K | 0.17% | −657−14.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,833 | $303.4K | 0.09% | −1,206−23.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,844 | $304.3K | 0.05% | +338+9.6% | Added |
| Lansing Street Advisors | 3,816 | $305.2K | 0.09% | +113+3.1% | Added |
| Partners Wealth Management, LLC | 3,505 | $305.4K | 0.35% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,861 | $305.6K | 0.04% | −945−19.7% | Reduced |
| Diametric Capital, LP | 3,872 | $306.5K | 0.16% | +3,872 | New |
| Advus Financial Partners, LLC | 3,877 | $306.9K | 0.08% | −679−14.9% | Reduced |
| Michael S. Ryan, Inc. | 3,878 | $307.0K | 0.20% | +61+1.6% | Added |
| Bruce G. Allen Investments, LLC | 3,879 | $307.1K | 0.23% | +651+20.2% | Added |
| Willow Creek Wealth Management Inc. | 3,881 | $307.2K | 0.03% | −260−6.3% | Reduced |
| TruWealth Advisors, LLC | 3,883 | $307.4K | 0.02% | −5,950−60.5% | Reduced |
| American Institute for Advanced Investment Management, LLP | 3,887 | $307.7K | 0.22% | 00.0% | Unchanged |
| Chelsea Counsel Co | 3,850 | $307.9K | 0.15% | −15,570−80.2% | Reduced |
| Manchester Financial Inc | 3,894 | $308.2K | 0.06% | +100+2.6% | Added |
| Texas Capital Bancshares Inc | 3,897 | $308.5K | 0.11% | +17+0.4% | Added |
| Mainsail Financial Group, LLC | 3,786 | $308.6K | 0.14% | +3,786 | New |
| Operose Advisors LLC | 3,900 | $308.7K | 0.09% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 3,901 | $308.8K | 0.06% | +372+10.5% | Added |
| 44 Wealth Management LLC | 3,909 | $309.4K | 0.11% | −1,113−22.2% | Reduced |
| Affinity Capital Advisors, LLC | 3,916 | $310.0K | 0.05% | −11−0.3% | Reduced |
| Independent Wealth Network Inc. | 3,918 | $310.1K | 0.11% | +277+7.6% | Added |
| Cypress Wealth Services, LLC | 3,923 | $310.5K | 0.06% | +564+16.8% | Added |
| Oak Asset Management, LLC | 3,925 | $310.7K | 0.11% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 3,929 | $311.0K | 0.15% | +1,573+66.8% | Added |
| Fairscale Capital, LLC | 3,994 | $312.0K | 0.23% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 3,944 | $312.2K | 0.14% | −164−4.0% | Reduced |
| Constitution Capital LLC | 3,950 | $312.7K | 0.16% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 3,983 | $312.7K | 0.07% | −31,083−88.6% | Reduced |
| Caitlin John, LLC | 3,951 | $312.8K | 0.28% | +650+19.7% | Added |
| Bullock Wealth Management Group | 3,830 | $313.3K | 0.17% | +18+0.5% | Added |
| Liberty Square Wealth Partners LLC | 3,961 | $313.6K | 0.11% | 00.0% | Unchanged |
| Broyhill Asset Management | 3,963 | $313.7K | 0.29% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 3,964 | $313.8K | 0.07% | −3,554−47.3% | Reduced |
| Riverstone Advisors, LLC | 3,969 | $314.2K | 0.17% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 3,969 | $314.2K | 0.12% | 00.0% | Unchanged |
| Lynx Investment Advisory | 3,972 | $314.4K | 0.21% | +563+16.5% | Added |
| Silvia McColl Wealth Management, LLC | 3,975 | $314.7K | 0.23% | −250−5.9% | Reduced |
| Summit Wealth Group, LLC | 3,981 | $315.0K | 0.08% | +204+5.4% | Added |
| PUREfi Wealth, LLC | 3,987 | $315.6K | 0.25% | −742−15.7% | Reduced |
| Financial Council Asset Management Inc | 3,991 | $316.0K | 0.15% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 3,998 | $316.5K | 0.21% | −551−12.1% | Reduced |
| Syntax Research, Inc. | 4,006 | $317.1K | 0.23% | −30,028−88.2% | Reduced |
| HCR Wealth Advisors | 4,007 | $317.2K | 0.04% | −2,050−33.8% | Reduced |
| Capital Investment Counsel, Inc | 4,021 | $318.3K | 0.04% | −100−2.4% | Reduced |
| Advanced Portfolio Management, LLC | 4,021 | $318.3K | 0.89% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 4,038 | $319.7K | 0.12% | −184−4.4% | Reduced |
| Gagnon Securities LLC | 4,040 | $319.8K | 0.06% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4,062 | $321.5K | 0.07% | −837−17.1% | Reduced |
| Financial Strategies Group, Inc. | 3,869 | $322.5K | 0.07% | −42−1.1% | Reduced |
| Voya Financial Advisors, Inc. | 4,083 | $323.0K | 0.03% | −2,346−36.5% | Reduced |
| Greenberg Financial Group | 2,514 | $323.0K | 0.12% | +2+0.1% | Added |
| Tarbox Family Office, Inc. | 4,083 | $323.2K | 0.05% | 00.0% | Unchanged |
| Jacobsen Capital Management | 4,085 | $323.4K | 0.12% | +956+30.6% | Added |
| Verity & Verity, LLC | 4,094 | $324.1K | 0.03% | +376+10.1% | Added |
| Payne Capital Management, LLC | 4,105 | $324.9K | 0.13% | +1,576+62.3% | Added |
| Wetzel Investment Advisors, Inc. | 4,061 | $324.9K | 0.15% | −634−13.5% | Reduced |
| Talon Private Wealth, LLC | 4,105 | $325.0K | 0.04% | +1,040+33.9% | Added |
| Perritt Capital Management Inc | 4,106 | $325.1K | 0.17% | −46−1.1% | Reduced |
| Missouri Trust & Investment Co | 4,117 | $325.9K | 0.11% | +82+2.0% | Added |
| Financial Advisory Corp | 4,119 | $326.0K | 0.10% | +732+21.6% | Added |
| Randolph Co Inc | 4,123 | $326.4K | 0.03% | −201,104−98.0% | Reduced |
| Perennial Advisors, LLC | 4,124 | $326.5K | 0.06% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 4,139 | $327.7K | 0.08% | −2,387−36.6% | Reduced |
| Drive Wealth Management, LLC | 4,098 | $328.5K | 0.07% | +67+1.7% | Added |
| Millennium Capital Advisors, LLC | 4,150 | $328.5K | 0.22% | −512−11.0% | Reduced |
| Powell Investment Advisors, LLC | 4,109 | $328.6K | 0.12% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,153 | $328.9K | 0.03% | −229−5.2% | Reduced |
| Medallion Wealth Advisors, LLC | 4,033 | $329.3K | 0.13% | +10.0% | Added |
| BIP Wealth, LLC | 4,166 | $329.7K | 0.02% | −1,077−20.5% | Reduced |
| Weaver Consulting Group | 4,167 | $329.8K | 0.09% | −33−0.8% | Reduced |
| Seven Mile Advisory | 4,170 | $330.1K | 0.20% | −1,155−21.7% | Reduced |
| Oxford Financial Group Ltd | 4,213 | $333.5K | 0.02% | −325−7.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 4,221 | $334.1K | 0.16% | −283−6.3% | Reduced |
| Family Management Corp | 4,227 | $334.6K | 0.05% | −35,362−89.3% | Reduced |
| Bingham Private Wealth, LLC | 4,227 | $334.6K | 0.32% | −458−9.8% | Reduced |
| Howard Wealth Management, LLC | 4,228 | $334.7K | 0.17% | −190−4.3% | Reduced |
| Park Edge Advisors, LLC | 4,228 | $334.7K | 0.09% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4,198 | $334.7K | 0.12% | −22−0.5% | Reduced |