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 |
|---|---|---|---|---|---|
| Madison Asset Management, LLC | 25,983 | $2.06M | 0.02% | −1,003−3.7% | Reduced |
| Kerusso Capital Management LLC | 25,900 | $2.05M | 1.27% | +13+0.1% | Added |
| Sage Mountain Advisors LLC | 25,858 | $2.05M | 0.13% | +257+1.0% | Added |
| Checchi Capital Advisers, LLC | 25,776 | $2.04M | 0.14% | −1,921−6.9% | Reduced |
| Trust Co | 25,762 | $2.04M | 0.23% | +10,019+63.6% | Added |
| Tounjian Advisory Partners, LLC | 22,698 | $2.04M | 0.39% | −488−2.1% | Reduced |
| Trust Co of the South | 25,733 | $2.04M | 0.36% | −174−0.7% | Reduced |
| Volterra Technologies LP | 25,511 | $2.02M | 2.73% | +25,511 | New |
| LMG Wealth Partners, LLC | 25,463 | $2.02M | 0.41% | +1,680+7.1% | Added |
| Heritage Wealth Management, Inc. | 25,419 | $2.01M | 0.65% | +505+2.0% | Added |
| West Oak Capital, LLC | 25,407 | $2.01M | 0.79% | +5,240+26.0% | Added |
| Redmond Asset Management, LLC | 25,349 | $2.01M | 0.48% | +8,391+49.5% | Added |
| Chicago Capital, LLC | 25,286 | $2.00M | 0.05% | −75−0.3% | Reduced |
| Castle Rock Wealth Management, LLC | 25,125 | $2.00M | 0.47% | +25,125 | New |
| Generali Investments, Management Co LLC | 25,273 | $2.00M | 0.45% | +5,911+30.5% | Added |
| Little House Capital LLC | 25,236 | $2.00M | 0.50% | +308+1.2% | Added |
| Chesapeake Asset Management LLC | 25,194 | $1.99M | 1.81% | −316−1.2% | Reduced |
| Personal Cfo Solutions, LLC | 25,093 | $1.99M | 0.37% | −28,729−53.4% | Reduced |
| Spire Wealth Management | 25,043 | $1.98M | 0.07% | −15,557−38.3% | Reduced |
| IFG Advisory, LLC | 24,941 | $1.97M | 0.10% | +5,137+25.9% | Added |
| Howard Capital Management Inc. | 24,691 | $1.97M | 0.03% | +9,779+65.6% | Added |
| Tealwood Asset Management Inc | 24,869 | $1.97M | 0.88% | −50−0.2% | Reduced |
| SageView Advisory Group, LLC | 23,411 | $1.97M | 0.07% | +6,060+34.9% | Added |
| Reynders McVeigh Capital Management, LLC | 24,734 | $1.96M | 0.10% | −1,569−6.0% | Reduced |
| Cigna Investments Inc | 24,738 | $1.96M | 0.34% | −772−3.0% | Reduced |
| Key Financial Inc | 24,436 | $1.93M | 0.39% | −402−1.6% | Reduced |
| SBI Securities Co., Ltd. | 24,436 | $1.93M | 0.06% | +2,535+11.6% | Added |
| Green Square Capital Advisors LLC | 24,374 | $1.93M | 0.23% | +21,146+655.1% | Added |
| CFC Planning Co LLC | 24,341 | $1.93M | 1.86% | +24,341 | New |
| Cornercap Investment Counsel Inc | 24,320 | $1.93M | 1.00% | −579−2.3% | Reduced |
| West Branch Capital LLC | 24,296 | $1.92M | 0.57% | −720−2.9% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 24,276 | $1.92M | 0.32% | +985+4.2% | Added |
| Hayek Kallen Investment Management | 24,250 | $1.92M | 0.65% | +491+2.1% | Added |
| Pathway Financial Advisers, LLC | 24,251 | $1.92M | 0.62% | +1,682+7.5% | Added |
| Sumitomo Life Insurance Co | 24,237 | $1.92M | 0.13% | −1,509−5.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 24,231 | $1.92M | 0.11% | −302−1.2% | Reduced |
| SCS Capital Management LLC | 24,077 | $1.92M | 0.02% | −437−1.8% | Reduced |
| Grimes & Company, Inc. | 24,192 | $1.92M | 0.05% | +3,483+16.8% | Added |
| Fulcrum Asset Management LLP | 24,049 | $1.90M | 0.54% | +24,049 | New |
| Naviter Wealth, LLC | 23,797 | $1.90M | 0.23% | −976−3.9% | Reduced |
| Parkside Financial Bank & Trust | 24,022 | $1.90M | 0.21% | +4,144+20.8% | Added |
| Archer Investment Corp | 24,021 | $1.90M | 0.45% | −2,379−9.0% | Reduced |
| Bridgewater Advisors Inc. | 23,011 | $1.90M | 0.14% | +439+1.9% | Added |
| Counterweight Ventures, LLC | 24,013 | $1.90M | 1.24% | +839+3.6% | Added |
| Live Oak Investment Partners | 23,949 | $1.90M | 1.46% | +16,202+209.1% | Added |
| Burke & Herbert Bank & Trust Co | 23,915 | $1.89M | 0.42% | +467+2.0% | Added |
| First PREMIER Bank | 23,858 | $1.89M | 0.46% | −781−3.2% | Reduced |
| Inscription Capital, LLC | 23,780 | $1.88M | 0.27% | −13,867−36.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 23,748 | $1.88M | 0.35% | +530+2.3% | Added |
| Stonebridge Capital Management Inc | 23,727 | $1.88M | 0.73% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 23,683 | $1.87M | 0.54% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 23,668 | $1.87M | 1.05% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 23,635 | $1.87M | 0.15% | −3,551−13.1% | Reduced |
| Allen Wealth Management, LLC | 23,630 | $1.87M | 1.31% | −40.0% | Reduced |
| Sargent Investment Group, LLC | 23,538 | $1.87M | 0.25% | +3,522+17.6% | Added |
| Mystic Asset Management, Inc. | 23,619 | $1.87M | 0.45% | −1,714−6.8% | Reduced |
| Curbstone Financial Management Corp | 23,612 | $1.87M | 0.38% | −2,339−9.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 23,612 | $1.87M | 0.17% | −174−0.7% | Reduced |
| Centaurus Financial, Inc. | 23,587 | $1.87M | 0.11% | −119−0.5% | Reduced |
| Banque Transatlantique SA | 23,433 | $1.86M | 0.05% | −200−0.8% | Reduced |
| Northstar Group, Inc. | 23,515 | $1.86M | 0.29% | −1,314−5.3% | Reduced |
| NTV Asset Management LLC | 23,467 | $1.86M | 0.22% | −4,184−15.1% | Reduced |
| Saxon Interests, Inc. | 20,602 | $1.85M | 0.87% | 00.0% | Unchanged |
| Private Management Group Inc | 23,343 | $1.85M | 0.06% | +10,033+75.4% | Added |
| Sawyer & Company, Inc | 14,322 | $1.84M | 0.66% | −2,542−15.1% | Reduced |
| Central Valley Advisors, LLC | 23,161 | $1.83M | 0.62% | +3,312+16.7% | Added |
| Insight Advisors, LLC | 23,007 | $1.82M | 0.29% | −153−0.7% | Reduced |
| Argent Advisors, Inc. | 22,983 | $1.82M | 0.56% | +2,380+11.6% | Added |
| CSS LLC | 22,965 | $1.82M | 0.12% | +5,190+29.2% | Added |
| Smith, Moore & Co. | 22,951 | $1.82M | 0.15% | +452+2.0% | Added |
| Berkeley Capital Partners, LLC | 22,911 | $1.81M | 0.46% | +537+2.4% | Added |
| Gifford Fong Associates | 22,900 | $1.81M | 0.42% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 22,851 | $1.81M | 0.69% | +3,323+17.0% | Added |
| Schmidt P J Investment Management Inc | 22,831 | $1.81M | 0.31% | −3,904−14.6% | Reduced |
| Legacy Capital Group California, Inc. | 22,804 | $1.81M | 0.50% | −8,954−28.2% | Reduced |
| MMBG Investment Advisors Co. | 22,563 | $1.80M | 0.18% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 22,778 | $1.80M | 0.89% | +122+0.5% | Added |
| Brown Miller Wealth Management, LLC | 22,736 | $1.80M | 0.56% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 22,715 | $1.80M | 0.08% | −69,080−75.3% | Reduced |
| Hikari Power Ltd | 22,710 | $1.80M | 0.15% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 22,609 | $1.79M | 0.33% | −830−3.5% | Reduced |
| Catalytic Wealth RIA, LLC | 22,577 | $1.79M | 0.15% | −6,400−22.1% | Reduced |
| Cornerstone Wealth Management, LLC | 22,577 | $1.79M | 0.11% | +840+3.9% | Added |
| Procyon Private Wealth Partners, LLC | 22,536 | $1.78M | 0.17% | −23,115−50.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 22,528 | $1.78M | 0.75% | −2,880−11.3% | Reduced |
| Clarius Group, LLC | 22,511 | $1.78M | 0.10% | +1,420+6.7% | Added |
| Dominguez Wealth Management Solutions, Inc. | 22,507 | $1.78M | 1.24% | −576−2.5% | Reduced |
| Zhang Financial LLC | 22,504 | $1.78M | 0.08% | −683−2.9% | Reduced |
| Intrust Bank NA | 22,442 | $1.78M | 0.16% | −4,728−17.4% | Reduced |
| New England Research & Management, Inc. | 22,405 | $1.77M | 0.84% | −2,650−10.6% | Reduced |
| Forum Financial Management, LP | 22,398 | $1.77M | 0.03% | −4,413−16.5% | Reduced |
| Bank Hapoalim BM | 22,354 | $1.77M | 0.24% | −4,400−16.4% | Reduced |
| Sippican Capital Advisors | 22,183 | $1.76M | 1.28% | −85−0.4% | Reduced |
| Journey Strategic Wealth LLC | 22,146 | $1.75M | 0.06% | +6,930+45.5% | Added |
| Victrix Investment Advisors | 22,106 | $1.75M | 0.77% | +475+2.2% | Added |
| Enhancing Capital LLC | 22,067 | $1.75M | 1.33% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 22,055 | $1.75M | 0.20% | −26,901−54.9% | Reduced |
| AlTi Global, Inc. | 21,237 | $1.74M | 0.04% | −61−0.3% | Reduced |
| Syon Capital LLC | 22,032 | $1.74M | 0.12% | −7,856−26.3% | Reduced |
| Broderick Brian C | 21,997 | $1.74M | 0.34% | −150−0.7% | Reduced |