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
- 1,539 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 |
|---|---|---|---|---|---|
| Cahill Financial Advisors Inc | 4,744 | $375.5K | 0.05% | +596+14.4% | Added |
| Dupree Financial Group, LLC | 4,748 | $375.9K | 0.15% | −21−0.4% | Reduced |
| Optimum Investment Advisors | 4,750 | $376.0K | 0.16% | −50−1.0% | Reduced |
| Acima Private Wealth, LLC | 4,764 | $377.1K | 0.13% | 00.0% | Unchanged |
| Balboa Wealth Partners | 4,773 | $377.8K | 0.08% | +378+8.6% | Added |
| Connors Investor Services Inc | 4,774 | $377.9K | 0.03% | −125−2.6% | Reduced |
| Meridian Investment Counsel Inc. | 4,777 | $378.1K | 0.10% | −20.0% | Reduced |
| Summit Wealth Group LLC | 4,740 | $379.0K | 0.10% | +4,740 | New |
| Hollencrest Capital Management | 4,788 | $379.0K | 0.02% | −401−7.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,800 | $380.0K | 0.10% | +4,800 | New |
| AssuredPartners Investment Advisors, LLC | 4,801 | $380.0K | 0.09% | −2,620−35.3% | Reduced |
| Retirement Planning Group | 4,812 | $380.9K | 0.02% | +177+3.8% | Added |
| Paragon Capital Management Ltd | 4,813 | $381.1K | 0.07% | +12+0.2% | Added |
| Fortis Group Advisors, LLC | 4,884 | $381.6K | 0.07% | +17+0.3% | Added |
| Arthur M. Cohen & Associates, LLC | 4,825 | $381.9K | 0.07% | +1,180+32.4% | Added |
| Wagner Wealth Management, LLC | 4,831 | $382.5K | 0.09% | −747−13.4% | Reduced |
| Presilium Private Wealth, LLC | 4,834 | $382.7K | 0.08% | +1,314+37.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,837 | $382.9K | 0.04% | −1,038−17.7% | Reduced |
| RB Capital Management, LLC | 4,844 | $383.5K | 0.09% | −713−12.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 4,846 | $383.6K | 0.06% | +337+7.5% | Added |
| BOS Asset Management, LLC | 4,851 | $384.0K | 0.12% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 4,854 | $384.2K | 0.05% | +72+1.5% | Added |
| Fairvoy Private Wealth, LLC | 4,865 | $385.1K | 0.10% | −390−7.4% | Reduced |
| Potentia Wealth | 4,880 | $386.3K | 0.22% | −670−12.1% | Reduced |
| Hamilton Capital, LLC | 4,883 | $386.6K | 0.02% | −1,548−24.1% | Reduced |
| Icon Advisers Inc | 4,890 | $387.1K | 0.09% | −4,800−49.5% | Reduced |
| Sigma Investment Counselors Inc | 4,898 | $387.7K | 0.02% | +144+3.0% | Added |
| Nelson Capital Management, LLC | 4,908 | $388.5K | 0.05% | −316−6.0% | Reduced |
| Bender Robert & Associates | 4,912 | $388.8K | 0.09% | −20−0.4% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,914 | $389.0K | 0.27% | +19+0.4% | Added |
| Plan A Wealth LLC | 4,918 | $389.3K | 0.22% | +55+1.1% | Added |
| Gentry Private Wealth, LLC | 4,918 | $389.3K | 0.30% | +68+1.4% | Added |
| Harbour Trust & Investment Management Co | 4,925 | $389.9K | 0.04% | 00.0% | Unchanged |
| Legacy Trust | 4,926 | $389.9K | 0.10% | −21−0.4% | Reduced |
| Mathes Company, Inc. | 4,925 | $390.0K | 0.14% | −50−1.0% | Reduced |
| S.A. Mason LLC | 4,950 | $391.8K | 0.19% | −1,074−17.8% | Reduced |
| Cohen Investment Advisors LLC | 4,952 | $392.0K | 0.20% | +291+6.2% | Added |
| Facet Wealth, Inc. | 5,032 | $393.1K | 0.01% | +397+8.6% | Added |
| Lazari Capital Management, Inc. | 4,981 | $394.3K | 0.15% | +103+2.1% | Added |
| Elefante Mark B | 4,993 | $395.2K | 0.30% | 00.0% | Unchanged |
| Floyd Financial Group LLC | 4,889 | $395.7K | 0.37% | −48−1.0% | Reduced |
| Financial Enhancement Group LLC | 4,757 | $396.5K | 0.06% | −11−0.2% | Reduced |
| Gemmer Asset Management LLC | 5,011 | $396.7K | 0.04% | +395+8.6% | Added |
| Summit Wealth & Retirement Planning, Inc. | 5,016 | $397.1K | 0.11% | +279+5.9% | Added |
| Covestor Ltd | 5,027 | $398.0K | 0.23% | +2,479+97.3% | Added |
| Investment Partners, Ltd. | 5,031 | $398.3K | 0.15% | −158−3.0% | Reduced |
| Rosenberg Matthew Hamilton | 5,033 | $398.4K | 0.09% | +1,349+36.6% | Added |
| Wingate Wealth Advisors, Inc. | 5,037 | $398.7K | 0.36% | +263+5.5% | Added |
| Aspen Grove Capital, LLC | 4,995 | $399.5K | 0.07% | +1,799+56.3% | Added |
| Mendel Capital Management LLC | 5,052 | $399.9K | 0.23% | +100+2.0% | Added |
| Range Financial Group LLC | 5,074 | $401.7K | 0.16% | +307+6.4% | Added |
| Uhlmann Price Securities, LLC | 5,080 | $402.1K | 0.29% | +962+23.4% | Added |
| Compass Wealth Management LLC | 5,084 | $402.4K | 0.10% | −954−15.8% | Reduced |
| Hall Capital Management Co Inc | 5,093 | $403.2K | 0.17% | −1,004−16.5% | Reduced |
| Fca Corp | 5,102 | $403.9K | 0.12% | −336−6.2% | Reduced |
| Lesa Sroufe & Co | 5,100 | $404.0K | 0.37% | 00.0% | Unchanged |
| First National Bank | 5,109 | $404.4K | 0.23% | +279+5.8% | Added |
| Beacon Investment Advisors LLC | 5,118 | $404.8K | 0.17% | +20.0% | Added |
| Prossimo Advisors, LLC | 5,116 | $405.0K | 0.33% | −382−6.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,120 | $405.0K | 0.13% | −50−1.0% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 5,138 | $406.7K | 0.46% | +3+0.1% | Added |
| Chemistry Wealth Management LLC | 5,149 | $407.6K | 0.09% | −466−8.3% | Reduced |
| Garda Capital Partners LP | 5,151 | $407.8K | 0.12% | +5,151 | New |
| Barr E S & Co | 5,164 | $408.8K | 0.02% | −1,617−23.8% | Reduced |
| Maxele Advisors, LLC | 5,166 | $409.0K | 0.36% | −370−6.7% | Reduced |
| Hummer Financial Advisory Services Inc | 5,116 | $409.1K | 0.31% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 5,188 | $410.7K | 0.21% | +2,305+80.0% | Added |
| Tranquility Partners, LLC | 5,188 | $410.7K | 0.15% | −16−0.3% | Reduced |
| Accretive Wealth Partners, LLC | 5,189 | $410.8K | 0.13% | −100−1.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,192 | $411.0K | 0.25% | −52−1.0% | Reduced |
| Severin Investments, LLC | 5,194 | $411.1K | 0.39% | −3,914−43.0% | Reduced |
| OneAscent Wealth Management LLC | 5,199 | $412.0K | 0.15% | +920+21.5% | Added |
| Liberty Capital Management, Inc. | 5,209 | $412.3K | 0.08% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 5,224 | $413.5K | 0.03% | −315−5.7% | Reduced |
| Union Savings Bank | 5,313 | $415.0K | 0.19% | −30−0.6% | Reduced |
| CWC Advisors, LLC. | 5,248 | $415.4K | 0.21% | −304−5.5% | Reduced |
| Moseley Investment Management Inc | 5,257 | $416.2K | 0.14% | −678−11.4% | Reduced |
| Ramiah Investment Group | 5,271 | $417.3K | 0.45% | +691+15.1% | Added |
| Simon Quick Advisors, LLC | 5,278 | $417.8K | 0.02% | −11,972−69.4% | Reduced |
| Octavia Wealth Advisors, LLC | 5,226 | $417.8K | 0.05% | −978−15.8% | Reduced |
| SeaBridge Investment Advisors LLC | 5,280 | $418.0K | 0.08% | −584−10.0% | Reduced |
| Sound Income Strategies, LLC | 5,281 | $418.0K | 0.02% | −990−15.8% | Reduced |
| St. Nicholas Private Asset Management, Inc | 5,281 | $418.0K | 0.39% | −10.0% | Reduced |
| B&L Asset Management LLC | 5,287 | $418.5K | 0.24% | +20+0.4% | Added |
| Indiana Trust & Investment Management CO | 5,311 | $420.4K | 0.14% | +23+0.4% | Added |
| Astoria Portfolio Advisors LLC. | 5,006 | $421.0K | 0.12% | −70−1.4% | Reduced |
| Rahlfs Capital, LLC | 5,325 | $421.5K | 0.39% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 5,343 | $422.9K | 0.19% | +125+2.4% | Added |
| Rialto Wealth Management, LLC | 5,346 | $423.2K | 0.12% | −24−0.4% | Reduced |
| Summa Corp. | 5,360 | $424.3K | 0.22% | +480+9.8% | Added |
| Traub Capital Management LLC | 5,390 | $426.7K | 0.39% | +5,390 | New |
| West Michigan Advisors, LLC | 5,358 | $428.4K | 0.12% | −35,956−87.0% | Reduced |
| Carl P. Sherr & Co., LLC | 5,412 | $428.5K | 0.22% | −225−4.0% | Reduced |
| Terry L. Blaker | 5,419 | $429.0K | 0.02% | −1,300−19.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 5,366 | $429.2K | 0.12% | −3,930−42.3% | Reduced |
| Capital International Sarl | 5,438 | $430.5K | 0.01% | −758−12.2% | Reduced |
| Penobscot Wealth Management | 5,458 | $432.0K | 0.15% | +2,251+70.2% | Added |
| Emprise Bank | 5,472 | $433.2K | 0.21% | −846−13.4% | Reduced |
| Garner Asset Management Corp | 5,479 | $433.7K | 0.20% | −1,110−16.8% | Reduced |
| Roberts Glore & Co Inc | 5,485 | $434.2K | 0.13% | +780+16.6% | Added |