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 |
|---|---|---|---|---|---|
| Viawealth, LLC | 4,232 | $335.0K | 0.20% | −1,272−23.1% | Reduced |
| Mayfair Advisory Group, LLC | 4,159 | $335.6K | 0.16% | −21−0.5% | Reduced |
| Palumbo Wealth Management LLC | 4,246 | $336.1K | 0.10% | +274+6.9% | Added |
| Omnia Family Wealth, LLC | 4,206 | $336.4K | 0.12% | +228+5.7% | Added |
| Black Diamond Financial, LLC | 4,267 | $337.8K | 0.05% | −632−12.9% | Reduced |
| Westshore Wealth, LLC | 4,275 | $338.4K | 0.13% | −24−0.6% | Reduced |
| Lakeridge Wealth Management LLC | 4,276 | $338.5K | 0.16% | −575−11.9% | Reduced |
| Olistico Wealth, LLC | 4,284 | $339.1K | 0.19% | −1,779−29.3% | Reduced |
| Vigilare Wealth Management | 4,285 | $339.2K | 0.13% | −2,935−40.7% | Reduced |
| Dale Q Rice Investment Management Ltd | 4,118 | $339.4K | 0.28% | −4,118−50.0% | Reduced |
| Fidelity D & D Bancorp Inc | 4,289 | $339.5K | 0.21% | −535−11.1% | Reduced |
| Goldstone Financial Group, LLC | 4,197 | $339.6K | 0.04% | −15−0.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,294 | $339.9K | 0.09% | −2,280−34.7% | Reduced |
| Harmony Asset Management LLC | 4,301 | $340.5K | 0.13% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 4,336 | $341.0K | 0.14% | −389−8.2% | Reduced |
| Triumph Capital Management | 4,326 | $342.4K | 0.10% | +404+10.3% | Added |
| Smith Thornton Advisors LLC | 4,337 | $343.3K | 0.20% | −30−0.7% | Reduced |
| Silver Coast Investments LLC | 4,337 | $343.3K | 0.12% | +103+2.4% | Added |
| Greater Midwest Financial Group, LLC | 4,339 | $343.4K | 0.26% | −109−2.5% | Reduced |
| Allstate Corp | 4,341 | $343.6K | 0.02% | −81,882−95.0% | Reduced |
| Kinloch Capital, LLC | 4,341 | $343.6K | 0.16% | −67−1.5% | Reduced |
| North Point Portfolio Managers Corp | 4,342 | $343.7K | 0.06% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 4,345 | $344.0K | 0.06% | −109−2.4% | Reduced |
| Latitude Advisors, LLC | 4,346 | $344.1K | 0.17% | −68−1.5% | Reduced |
| Joule Financial, LLC | 4,350 | $344.3K | 0.11% | +684+18.7% | Added |
| Syverson Strege & Co | 4,356 | $344.8K | 0.08% | +4,356 | New |
| Sonata Capital Group Inc | 4,363 | $345.0K | 0.14% | −497−10.2% | Reduced |
| Wellington Capital Management, Inc. | 4,373 | $346.0K | 0.52% | +4,373 | New |
| Topsail Wealth Management, LLC | 4,387 | $347.3K | 0.06% | −478−9.8% | Reduced |
| Peoples Bank | 4,395 | $347.9K | 0.23% | +50+1.2% | Added |
| Armbruster Capital Management, Inc. | 4,398 | $348.1K | 0.06% | +106+2.5% | Added |
| Core Wealth Advisors, Inc. | 4,399 | $348.2K | 0.10% | −2,459−35.9% | Reduced |
| Cubist Systematic Strategies, LLC | 4,400 | $348.3K | 0.00% | +4,400 | New |
| Hollow Brook Wealth Management LLC | 4,406 | $348.8K | 0.10% | −19−0.4% | Reduced |
| Signal Advisors Wealth, LLC | 4,407 | $348.8K | 0.03% | +1,064+31.8% | Added |
| SOL Capital Management CO | 4,424 | $350.0K | 0.03% | −67−1.5% | Reduced |
| PAX Financial Group, LLC | 4,431 | $350.7K | 0.07% | +33+0.8% | Added |
| Syntegra Private Wealth Group, LLC | 4,437 | $351.2K | 0.04% | −245−5.2% | Reduced |
| White Lighthouse Investment Management Inc. | 4,437 | $351.2K | 0.06% | +64+1.5% | Added |
| Warwick Investment Management, Inc. | 4,448 | $352.1K | 0.07% | +586+15.2% | Added |
| Arcataur Capital Management LLC | 4,449 | $352.2K | 0.11% | 00.0% | Unchanged |
| Farmers Trust Co | 4,450 | $352.3K | 0.07% | −50−1.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,450 | $352.3K | 0.02% | +815+22.4% | Added |
| Crown Wealth Group, LLC | 4,451 | $352.3K | 0.13% | −914−17.0% | Reduced |
| Crux Wealth Advisors | 4,464 | $353.4K | 0.15% | −5,688−56.0% | Reduced |
| WealthShield Partners, LLC | 4,481 | $354.7K | 0.04% | −32,197−87.8% | Reduced |
| Aventura Private Wealth, LLC | 4,485 | $355.0K | 0.15% | +422+10.4% | Added |
| Parisi Gray Wealth Management | 4,490 | $355.5K | 0.10% | −269−5.7% | Reduced |
| Cardiff Park Advisors, LLC | 4,499 | $356.1K | 0.03% | −20−0.4% | Reduced |
| Waycross Partners, LLC | 4,500 | $356.2K | 0.03% | −23,000−83.6% | Reduced |
| X-Square Capital, LLC | 4,504 | $357.0K | 0.13% | +20.0% | Added |
| Sunburst Financial Group, LLC | 4,525 | $358.2K | 0.08% | −164−3.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 4,532 | $358.8K | 0.13% | −132−2.8% | Reduced |
| Regatta Capital Group, LLC | 4,535 | $359.0K | 0.06% | 00.0% | Unchanged |
| First Citizens Financial Corp | 4,535 | $359.0K | 0.20% | −88−1.9% | Reduced |
| Eads & Heald Wealth Management | 4,537 | $359.0K | 0.18% | +561+14.1% | Added |
| Benin Management CORP | 4,536 | $359.1K | 0.09% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,541 | $359.5K | 0.04% | −937−17.1% | Reduced |
| Robinson Smith Wealth Advisors LLC | 4,544 | $359.7K | 0.29% | −1,383−23.3% | Reduced |
| Seamount Financial Group Inc | 4,550 | $360.2K | 0.19% | +4,550 | New |
| Monticello Wealth Management, LLC | 4,570 | $361.8K | 0.03% | −307−6.3% | Reduced |
| Palogic Value Management, L.P. | 4,571 | $361.8K | 0.15% | +321+7.6% | Added |
| United Bank | 4,575 | $362.2K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4,587 | $363.1K | 0.06% | +128+2.9% | Added |
| Parvin Asset Management, LLC | 4,590 | $363.3K | 0.37% | −148−3.1% | Reduced |
| Granite Harbor Advisors, Inc. | 4,595 | $363.7K | 0.17% | +932+25.4% | Added |
| Roehl & Yi Investment Advisors, LLC | 4,600 | $364.2K | 0.19% | −1,525−24.9% | Reduced |
| Sovran Advisors, LLC | 4,479 | $364.5K | 0.04% | +712+18.9% | Added |
| Encompass More Asset Management | 4,609 | $364.9K | 0.09% | +4,609 | New |
| Clarus Group, Inc. | 4,624 | $366.0K | 0.13% | −559−10.8% | Reduced |
| Purkiss Capital Advisors LLC | 4,626 | $366.2K | 0.20% | +1,944+72.5% | Added |
| Gradient Investments LLC | 4,634 | $366.8K | 0.01% | +403+9.5% | Added |
| Westmount Partners, LLC | 4,638 | $367.1K | 0.10% | −15−0.3% | Reduced |
| Cooper Financial Group | 4,638 | $367.1K | 0.04% | −1,714−27.0% | Reduced |
| Sovereign Financial Group, Inc. | 4,639 | $367.3K | 0.08% | −50−1.1% | Reduced |
| Revolve Wealth Partners, LLC | 4,642 | $367.4K | 0.05% | +178+4.0% | Added |
| Avaii Wealth Management, LLC | 4,646 | $367.8K | 0.16% | +4,646 | New |
| Persistent Asset Partners Ltd | 4,647 | $367.9K | 0.32% | +4,647 | New |
| Keyvantage Wealth, LLC | 4,656 | $368.6K | 0.17% | −364−7.3% | Reduced |
| O'Brien Greene & Co. Inc | 4,661 | $369.0K | 0.12% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 4,662 | $369.0K | 0.05% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 4,670 | $369.7K | 0.19% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 4,670 | $369.7K | 0.26% | +1,174+33.6% | Added |
| Lumbard & Kellner, LLC | 4,671 | $369.8K | 0.16% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 4,681 | $370.5K | 0.02% | +463+11.0% | Added |
| Koss-Olinger Consulting, LLC | 4,689 | $371.2K | 0.03% | +5+0.1% | Added |
| Garrett Wealth Advisory Group, LLC | 4,693 | $371.5K | 0.08% | 00.0% | Unchanged |
| Annandale Capital, LLC | 4,703 | $372.0K | 0.07% | 00.0% | Unchanged |
| West Tower Group, LLC | 4,700 | $372.1K | 0.81% | +200+4.4% | Added |
| 360 Financial, Inc. | 4,700 | $372.1K | 0.12% | +38+0.8% | Added |
| May Hill Capital, LLC | 4,705 | $372.4K | 0.12% | −353−7.0% | Reduced |
| Luts & Greenleigh Group, Inc | 4,708 | $372.7K | 0.36% | +171+3.8% | Added |
| Element Wealth, LLC | 4,719 | $373.6K | 0.17% | +714+17.8% | Added |
| Boyar Asset Management Inc. | 4,723 | $373.9K | 0.24% | −63−1.3% | Reduced |
| Human Investing LLC | 4,726 | $374.1K | 0.06% | −115−2.4% | Reduced |
| Bourne Lent Asset Management Inc | 4,737 | $375.0K | 0.15% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4,732 | $375.0K | 0.05% | +66+1.4% | Added |
| Cary Street Partner Investment Advisory LLC | 4,738 | $375.0K | 0.18% | −974−17.1% | Reduced |
| Cypress Point Wealth Management, LLC | 4,738 | $375.1K | 0.09% | +4,738 | New |
| Wedge Capital Management L L P | 4,741 | $375.3K | 0.01% | +272+6.1% | Added |