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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 30,463 | $2.41M | 0.09% | −5,096−14.3% | Reduced |
| Keebeck Wealth Management, LLC | 30,043 | $2.40M | 0.32% | −178−0.6% | Reduced |
| Mission Wealth Management, LP | 30,331 | $2.40M | 0.05% | −2,208−6.8% | Reduced |
| Garrett Investment Advisors LLC | 30,296 | $2.40M | 0.21% | +592+2.0% | Added |
| AMG National Trust Bank | 30,277 | $2.40M | 0.06% | −5,030−14.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 30,250 | $2.39M | 0.02% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 30,188 | $2.39M | 0.59% | −4,100−12.0% | Reduced |
| Prestige Wealth Management Group LLC | 29,870 | $2.39M | 0.49% | −1,968−6.2% | Reduced |
| Centric Wealth Management | 29,596 | $2.39M | 0.57% | +1,519+5.4% | Added |
| Addison Capital Co | 30,137 | $2.39M | 0.83% | +100.0% | Added |
| Chilton Capital Management LLC | 30,115 | $2.38M | 0.09% | −1,426−4.5% | Reduced |
| LCNB Corp | 30,112 | $2.38M | 0.84% | +1,382+4.8% | Added |
| Blue Fin Capital, Inc. | 29,937 | $2.37M | 0.40% | −530−1.7% | Reduced |
| Wellington Shields & Co., LLC | 29,897 | $2.37M | 0.67% | +3,756+14.4% | Added |
| Franklin Street Advisors Inc | 29,882 | $2.37M | 0.15% | +119+0.4% | Added |
| Broadwater Capital Management LLC | 2,361,501 | $2.36M | 1.84% | +2,331,519+7,776.4% | Added |
| American Investment Services, Inc. | 29,685 | $2.35M | 0.60% | +15,014+102.3% | Added |
| Hudock, Inc. | 29,653 | $2.35M | 0.38% | −1,074−3.5% | Reduced |
| Chiron Capital Management, LLC | 29,651 | $2.35M | 2.04% | +11,412+62.6% | Added |
| Mogy Joel R Investment Counsel Inc | 29,623 | $2.34M | 0.14% | −600−2.0% | Reduced |
| Strong Tower Advisory Services | 29,591 | $2.34M | 0.46% | +1,589+5.7% | Added |
| Main Street Financial Solutions, LLC | 29,522 | $2.34M | 0.17% | −2,567−8.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,494 | $2.33M | 0.05% | −4,811−14.0% | Reduced |
| E Fund Management Co., Ltd. | 29,413 | $2.33M | 0.11% | −6,355−17.8% | Reduced |
| Means Investment Co., Inc. | 29,396 | $2.33M | 0.22% | +21+0.1% | Added |
| Washington Trust Co | 29,360 | $2.32M | 0.08% | +630+2.2% | Added |
| Westwood Holdings Group Inc. | 29,359 | $2.32M | 0.02% | −114,654−79.6% | Reduced |
| Paradigm Capital Management, LLC | 29,360 | $2.32M | 2.30% | +3,740+14.6% | Added |
| Harvey Investment Co LLC | 29,254 | $2.32M | 0.25% | −34−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 29,237 | $2.31M | 0.12% | −3,732−11.3% | Reduced |
| Moody National Bank Trust Division | 29,216 | $2.31M | 0.21% | −1,382−4.5% | Reduced |
| Trust Asset Management LLC | 29,141 | $2.31M | 0.17% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 29,051 | $2.30M | 0.33% | +639+2.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 29,026 | $2.30M | 0.32% | +644+2.3% | Added |
| Pettyjohn, Wood & White, Inc | 29,024 | $2.30M | 0.41% | −131−0.4% | Reduced |
| Pensionfund Sabic | 29,000 | $2.30M | 0.65% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 28,954 | $2.29M | 0.06% | +9,698+50.4% | Added |
| Frank, Rimerman Advisors LLC | 28,936 | $2.29M | 0.15% | +11,054+61.8% | Added |
| China Universal Asset Management Co., Ltd. | 28,588 | $2.28M | 0.21% | −27,978−49.5% | Reduced |
| Exencial Wealth Advisors, LLC | 28,809 | $2.28M | 0.08% | −1,497−4.9% | Reduced |
| Werlinich Asset Management, LLC | 28,785 | $2.28M | 1.24% | +665+2.4% | Added |
| Glass Wealth Management Co LLC | 28,784 | $2.28M | 1.21% | −145−0.5% | Reduced |
| Capital Investment Advisory Services, LLC | 28,690 | $2.27M | 0.19% | +79+0.3% | Added |
| Shoker Investment Counsel, Inc. | 28,683 | $2.27M | 0.71% | +932+3.4% | Added |
| Joel Isaacson & Co., LLC | 28,664 | $2.27M | 0.09% | −784−2.7% | Reduced |
| MV Capital Management, Inc. | 28,595 | $2.26M | 0.23% | −1,789−5.9% | Reduced |
| ARS Investment Partners, LLC | 28,566 | $2.26M | 0.16% | −92,982−76.5% | Reduced |
| Stolper Co | 28,472 | $2.25M | 0.74% | +2,109+8.0% | Added |
| Ellis Investment Partners, LLC | 28,431 | $2.25M | 0.44% | +173+0.6% | Added |
| First Financial Bank - Trust Division | 28,411 | $2.25M | 0.20% | −1,078−3.7% | Reduced |
| Iowa State Bank | 28,276 | $2.24M | 0.45% | −857−2.9% | Reduced |
| Bellevue Group AG | 28,239 | $2.24M | 0.05% | −203,132−87.8% | Reduced |
| Financial Advisors Network, Inc. | 28,064 | $2.22M | 0.34% | +2,452+9.6% | Added |
| Birmingham Capital Management Co Inc | 28,028 | $2.22M | 0.98% | −13,862−33.1% | Reduced |
| Lynx Capital Group Ltd | 27,983 | $2.22M | 1.07% | −21−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 27,920 | $2.21M | 0.18% | −23,917−46.1% | Reduced |
| Laurion Capital Management LP | 27,909 | $2.21M | 0.25% | +12,069+76.2% | Added |
| Quantbot Technologies LP | 27,901 | $2.21M | 0.06% | −8,392−23.1% | Reduced |
| Romano Brothers and Company | 27,864 | $2.21M | 0.27% | −2,740−9.0% | Reduced |
| Journey Advisory Group, LLC | 27,835 | $2.20M | 0.17% | −1,468−5.0% | Reduced |
| Independent Financial Group, LLC | 27,807 | $2.20M | 0.06% | +1,293+4.9% | Added |
| SeaCrest Wealth Management, LLC | 27,702 | $2.19M | 0.24% | −2,425−8.0% | Reduced |
| Windward Capital Management Co | 27,680 | $2.19M | 0.19% | −621−2.2% | Reduced |
| Humankind Investments LLC | 27,671 | $2.19M | 0.53% | −4,233−13.3% | Reduced |
| Alliance Wealth Advisors, LLC | 27,623 | $2.19M | 0.54% | +1,131+4.3% | Added |
| Marino, Stram & Associates LLC | 27,619 | $2.19M | 0.44% | −4,914−15.1% | Reduced |
| Wilkinson Global Asset Management LLC | 27,585 | $2.18M | 0.14% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 27,540 | $2.18M | 0.43% | −42,545−60.7% | Reduced |
| Graypoint LLC | 27,425 | $2.17M | 0.12% | −3,290−10.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 27,321 | $2.16M | 0.13% | +26,121+2,176.8% | Added |
| Court Place Advisors, LLC | 27,258 | $2.16M | 0.68% | −359−1.3% | Reduced |
| F/M Investments LLC | 27,245 | $2.16M | 0.08% | −1,522−5.3% | Reduced |
| Bank Ozk | 27,233 | $2.16M | 0.83% | −722−2.6% | Reduced |
| American National Bank | 27,187 | $2.15M | 0.22% | +3,965+17.1% | Added |
| Silvant Capital Management LLC | 27,174 | $2.15M | 0.08% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 27,134 | $2.15M | 0.18% | +4,529+20.0% | Added |
| Keystone Financial Group | 27,101 | $2.15M | 0.19% | +395+1.5% | Added |
| Ancora Advisors, LLC | 27,077 | $2.14M | 0.04% | −1,727−6.0% | Reduced |
| William B. Walkup & Associates, Inc. | 26,991 | $2.14M | 1.26% | +274+1.0% | Added |
| Golden State Equity Partners | 26,968 | $2.13M | 0.40% | −13,135−32.8% | Reduced |
| Smartleaf Asset Management LLC | 26,864 | $2.13M | 0.19% | −7,084−20.9% | Reduced |
| Foundations Investment Advisors, LLC | 26,831 | $2.12M | 0.03% | +2,565+10.6% | Added |
| Lineweaver Wealth Advisors, LLC | 26,741 | $2.12M | 0.33% | −4,532−14.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 26,726 | $2.12M | 0.69% | −1,568−5.5% | Reduced |
| Valmark Advisers, Inc. | 26,670 | $2.11M | 0.03% | −305−1.1% | Reduced |
| International Assets Investment Management, LLC | 26,648 | $2.11M | 0.17% | −1,604−5.7% | Reduced |
| Cito Capital Group, LLC | 26,350 | $2.10M | 0.73% | +694+2.7% | Added |
| Latko Wealth Management, Ltd. | 26,546 | $2.10M | 1.18% | −888−3.2% | Reduced |
| Redwood Investment Management, LLC | 26,503 | $2.10M | 0.22% | +724+2.8% | Added |
| Ritholtz Wealth Management | 26,496 | $2.10M | 0.05% | −14,311−35.1% | Reduced |
| Forte Capital LLC | 26,408 | $2.09M | 0.22% | +1,400+5.6% | Added |
| Cypress Capital, LLC | 26,389 | $2.09M | 0.61% | −34−0.1% | Reduced |
| AIMZ Investment Advisors, LLC | 26,333 | $2.08M | 0.70% | −565−2.1% | Reduced |
| Harbor Advisory Corp | 26,305 | $2.08M | 0.66% | −2,231−7.8% | Reduced |
| Next Level Private LLC | 26,252 | $2.08M | 0.68% | −135−0.5% | Reduced |
| Aries Wealth Management | 26,184 | $2.07M | 0.54% | −2,243−7.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 25,837 | $2.07M | 0.07% | −9,609−27.1% | Reduced |
| Callahan Advisors, LLC | 26,090 | $2.07M | 0.19% | −648−2.4% | Reduced |
| Evoke Wealth, LLC | 25,796 | $2.06M | 0.05% | +8,047+45.3% | Added |
| Sterling Investment Advisors, Ltd. | 25,987 | $2.06M | 0.45% | −3,254−11.1% | Reduced |