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 | 3,812 | $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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| MASTERINVEST Kapitalanlage GmbH | 36,844 | $2.92M | 0.31% | +36,844 | New |
| TSP Capital Management Group, LLC | – | $2.92M | 0.92% | – | – |
| Northside Capital Management, LLC | 36,804 | $2.91M | 0.22% | +34,334+1,390.0% | Added |
| Icon Wealth Advisors, LLC | 36,664 | $2.90M | 0.21% | −8,873−19.5% | Reduced |
| Magnetar Financial LLC | 36,596 | $2.90M | 0.01% | +28,172+334.4% | Added |
| BFSG, LLC | 36,592 | $2.90M | 0.32% | +2,407+7.0% | Added |
| Wealthcare Advisory Partners LLC | 36,582 | $2.90M | 0.07% | +3,111+9.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 36,452 | $2.89M | 1.88% | +915+2.6% | Added |
| Fidelis Capital Partners, LLC | 36,285 | $2.88M | 0.26% | −798−2.2% | Reduced |
| IHT Wealth Management, LLC | 36,346 | $2.88M | 0.08% | +41+0.1% | Added |
| Founders Financial Securities LLC | 36,232 | $2.87M | 0.22% | +13,232+57.5% | Added |
| Financial Partners Group, LLC | 36,216 | $2.87M | 1.04% | +6,472+21.8% | Added |
| VestGen Advisors, LLC | 36,115 | $2.86M | 0.11% | +15,698+76.9% | Added |
| Dean Investment Associates, LLC | 36,125 | $2.86M | 0.42% | +579+1.6% | Added |
| PFG Advisors | 36,085 | $2.86M | 0.14% | +4,432+14.0% | Added |
| Dakota Wealth Management | 35,945 | $2.85M | 0.06% | +114+0.3% | Added |
| Financial Advisory Service, Inc. | 35,842 | $2.84M | 0.21% | +244+0.7% | Added |
| Horizon Kinetics Asset Management LLC | 35,835 | $2.84M | 0.03% | +1,761+5.2% | Added |
| Littlejohn Financial Services, Inc. | 35,794 | $2.83M | 2.19% | +14,009+64.3% | Added |
| MainStreet Investment Advisors LLC | 35,717 | $2.83M | 0.39% | −1,892−5.0% | Reduced |
| South State Corp. | 35,682 | $2.82M | 0.12% | +1,436+4.2% | Added |
| GSB Wealth Management, LLC | 35,644 | $2.82M | 0.69% | −2,544−6.7% | Reduced |
| Armis Advisers, LLC | 34,497 | $2.82M | 0.22% | +6,070+21.4% | Added |
| AlphaCore Capital LLC | 35,203 | $2.81M | 0.11% | +8,062+29.7% | Added |
| LS Investment Advisors, LLC | 35,451 | $2.81M | 0.41% | +2,995+9.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 35,420 | $2.80M | 0.08% | +2,532+7.7% | Added |
| Marshall Financial Group LLC | 34,627 | $2.80M | 0.55% | +6,058+21.2% | Added |
| Albion Financial Group | 35,327 | $2.80M | 0.18% | +3,182+9.9% | Added |
| Advisor OS, LLC | 35,303 | $2.79M | 0.28% | +2,745+8.4% | Added |
| Holderness Investments Co | 35,271 | $2.79M | 0.60% | −9,746−21.6% | Reduced |
| Integrated Advisors Network LLC | 35,235 | $2.79M | 0.13% | −4,979−12.4% | Reduced |
| Edgestream Partners, L.P. | 35,207 | $2.79M | 0.08% | +5,049+16.7% | Added |
| Family Legacy, Inc. | 35,156 | $2.78M | 0.90% | +60+0.2% | Added |
| Opus Investment Management Inc | 35,000 | $2.77M | 1.84% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 34,897 | $2.76M | 0.14% | +589+1.7% | Added |
| DT Investment Partners, LLC | 34,645 | $2.74M | 0.25% | 00.0% | Unchanged |
| Conning Inc. | 34,578 | $2.74M | 0.09% | −548−1.6% | Reduced |
| Berkshire Bank | 34,569 | $2.74M | 0.62% | +2,708+8.5% | Added |
| Marathon Capital Management | 34,527 | $2.73M | 0.70% | −482−1.4% | Reduced |
| 3Chopt Investment Partners, LLC | 34,152 | $2.73M | 0.66% | −2,848−7.7% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 34,372 | $2.72M | 2.07% | +34,372 | New |
| Palisade Asset Management, LLC | 34,186 | $2.71M | 0.27% | +830+2.5% | Added |
| Abbot Financial Management, Inc. | 34,177 | $2.71M | 1.25% | +2,187+6.8% | Added |
| Walter & Keenan Financial Consulting Co | 34,168 | $2.70M | 0.79% | +607+1.8% | Added |
| Jarislowsky, Fraser Ltd | 34,150 | $2.70M | 0.02% | −515−1.5% | Reduced |
| Global Financial Private Client, LLC | 34,002 | $2.69M | 1.01% | +3,509+11.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 34,000 | $2.69M | 0.76% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 33,974 | $2.69M | 0.18% | +1,344+4.1% | Added |
| ACR Alpine Capital Research, LLC | 33,822 | $2.68M | 0.05% | +696+2.1% | Added |
| Vestmark Advisory Solutions, Inc. | 33,818 | $2.68M | 0.04% | −7,948−19.0% | Reduced |
| Charter Research & Investment Group, Inc. | 33,802 | $2.68M | 2.00% | −836−2.4% | Reduced |
| First National Bank & Trust Co of Newtown | 33,732 | $2.67M | 0.53% | −100−0.3% | Reduced |
| Shepherd Financial Partners LLC | 33,636 | $2.66M | 0.28% | −2,309−6.4% | Reduced |
| Morton Community Bank | 33,583 | $2.66M | 0.66% | +635+1.9% | Added |
| Arete Wealth Advisors, LLC | 33,400 | $2.64M | 0.19% | +670+2.0% | Added |
| Westerkirk Capital Inc. | 33,400 | $2.64M | 0.33% | +33,400 | New |
| Strategy Asset Managers LLC | 33,321 | $2.64M | 0.49% | +795+2.4% | Added |
| Welch Group, LLC | 33,286 | $2.63M | 0.11% | +1,419+4.5% | Added |
| Marathon Trading Investment Management LLC | 33,221 | $2.63M | 1.58% | +32,951+12,204.1% | Added |
| Rehmann Capital Advisory Group | 33,204 | $2.63M | 0.16% | +409+1.2% | Added |
| Exchange Traded Concepts, LLC | 33,116 | $2.62M | 0.03% | +3,132+10.4% | Added |
| Atomi Financial Group, Inc. | 33,114 | $2.62M | 0.10% | −2,132−6.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 33,085 | $2.62M | 0.70% | −2,330−6.6% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 33,085 | $2.62M | 0.97% | +5,511+20.0% | Added |
| HBW Advisory Services LLC | 32,973 | $2.61M | 0.32% | +6,583+24.9% | Added |
| Alpha Omega Wealth Management LLC | 32,937 | $2.61M | 0.47% | −146−0.4% | Reduced |
| Sagespring Wealth Partners, LLC | 32,751 | $2.59M | 0.06% | −10,958−25.1% | Reduced |
| Diversify Advisory Services, LLC | 32,256 | $2.59M | 0.10% | +15,636+94.1% | Added |
| Stonebridge Financial Group, LLC | 32,711 | $2.59M | 0.25% | −14,293−30.4% | Reduced |
| Moloney Securities Asset Management, LLC | 32,655 | $2.58M | 0.32% | −10,944−25.1% | Reduced |
| Wynn Capital, LLC | 32,453 | $2.57M | 1.37% | −36−0.1% | Reduced |
| Norden Group LLC | 32,359 | $2.56M | 0.28% | +121+0.4% | Added |
| ESG Planning | 32,344 | $2.56M | 1.43% | −5,202−13.9% | Reduced |
| Delta Global Management LP | 32,196 | $2.55M | 0.17% | +5,546+20.8% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 32,189 | $2.55M | 1.80% | +201+0.6% | Added |
| Lodestone Wealth Management LLC | 31,925 | $2.53M | 1.23% | +269+0.8% | Added |
| Quadrant Private Wealth Management, LLC | 31,561 | $2.53M | 0.52% | −1,766−5.3% | Reduced |
| Wills Financial Group LLC | 31,819 | $2.52M | 1.09% | −995−3.0% | Reduced |
| EagleClaw Capital Managment, LLC | 31,818 | $2.52M | 0.38% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 31,755 | $2.51M | 0.20% | +12,095+61.5% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $2.51M | 0.54% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 31,683 | $2.51M | 0.33% | +8,913+39.1% | Added |
| Herold Advisors, Inc. | 31,566 | $2.50M | 0.52% | −2,859−8.3% | Reduced |
| Essex Savings Bank | 31,378 | $2.48M | 0.59% | −1,440−4.4% | Reduced |
| Chicago Partners Investment Group LLC | 29,559 | $2.48M | 0.07% | +6,263+26.9% | Added |
| A. D. Beadell Investment Counsel, Inc. | 31,132 | $2.46M | 1.88% | +295+1.0% | Added |
| Beacon Investment Advisory Services, Inc. | 31,106 | $2.46M | 0.11% | −55,229−64.0% | Reduced |
| IFP Advisors, Inc | 30,997 | $2.45M | 0.07% | +1,833+6.3% | Added |
| Essex LLC | 30,978 | $2.45M | 0.48% | +1,650+5.6% | Added |
| Angeles Wealth Management, LLC | 30,932 | $2.45M | 0.17% | −1,903−5.8% | Reduced |
| Gould Capital, LLC | 30,920 | $2.45M | 1.64% | +1,106+3.7% | Added |
| Patten Group, Inc. | 30,913 | $2.45M | 0.52% | +140+0.5% | Added |
| Penobscot Investment Management Company, Inc. | 30,839 | $2.44M | 0.21% | −8,886−22.4% | Reduced |
| Boyd Watterson Asset Management LLC | 30,799 | $2.44M | 0.77% | −60−0.2% | Reduced |
| Eagle Rock Investment Company, LLC | 30,783 | $2.44M | 0.39% | −5,057−14.1% | Reduced |
| Malaga Cove Capital, LLC | 30,742 | $2.43M | 0.96% | +2,291+8.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 30,728 | $2.43M | 0.20% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 30,635 | $2.43M | 0.44% | +437+1.4% | Added |
| Stonegate Investment Group, LLC | 30,623 | $2.42M | 0.06% | −247−0.8% | Reduced |
| Allegheny Financial Group LTD | 30,500 | $2.41M | 0.54% | −359−1.2% | Reduced |