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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 91,600 | $7.25M | 0.06% | +10,900+13.5% | Added |
| Ninety One UK Ltd | 91,579 | $7.25M | 0.02% | +34,884+61.5% | Added |
| Smithfield Trust Co | 91,543 | $7.23M | 0.34% | −873−0.9% | Reduced |
| Adalta Capital Management LLC | 90,180 | $7.21M | 3.62% | +190.0% | Added |
| Ruffer LLP | 90,932 | $7.20M | 0.32% | +205+0.2% | Added |
| Strategic Global Advisors, LLC | 90,718 | $7.18M | 1.17% | +25,456+39.0% | Added |
| Empirical Finance, LLC | 90,630 | $7.17M | 0.38% | +2,552+2.9% | Added |
| Apollon Wealth Management, LLC | 90,487 | $7.16M | 0.14% | −2,160−2.3% | Reduced |
| M. Kulyk & Associates, LLC | 90,244 | $7.14M | 1.55% | +15,583+20.9% | Added |
| Lynch & Associates | 89,173 | $7.06M | 1.42% | −1,077−1.2% | Reduced |
| Commonwealth Retirement Investments LLC | 88,667 | $7.02M | 2.67% | +63,295+249.5% | Added |
| Mutual Advisors, LLC | 82,504 | $6.99M | 0.17% | −2,533−3.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 87,966 | $6.96M | 0.03% | −41,188−31.9% | Reduced |
| Algert Global LLC | 87,747 | $6.95M | 0.15% | +87,747 | New |
| Triglav Skladi, D.O.O. | 87,718 | $6.94M | 0.50% | +2,410+2.8% | Added |
| Country Club Bank | 87,562 | $6.93M | 0.44% | −1,157−1.3% | Reduced |
| Miramar Capital, LLC | 86,516 | $6.85M | 1.62% | +1,029+1.2% | Added |
| Vise Technologies, Inc. | 85,930 | $6.80M | 0.28% | +85,930 | New |
| Winslow Asset Management Inc | 85,802 | $6.79M | 1.37% | +321+0.4% | Added |
| Simplicity Wealth,LLC | 85,775 | $6.79M | 0.28% | +52,381+156.9% | Added |
| Hanson & Doremus Investment Management | 85,739 | $6.79M | 0.91% | +24,228+39.4% | Added |
| Busey Wealth Management | 85,362 | $6.76M | 0.21% | −1,604−1.8% | Reduced |
| Daymark Wealth Partners, LLC | 84,987 | $6.73M | 0.26% | −4,002−4.5% | Reduced |
| Ledyard National Bank | 84,899 | $6.72M | 0.63% | −13,942−14.1% | Reduced |
| Freestone Capital Holdings, LLC | 84,876 | $6.72M | 0.23% | +13,135+18.3% | Added |
| Rothschild Investment LLC | 84,850 | $6.72M | 0.42% | −4,388−4.9% | Reduced |
| Equitable Holdings, Inc. | 84,764 | $6.71M | 0.06% | −720−0.8% | Reduced |
| Mill Capital Management, LLC | 84,597 | $6.70M | 0.52% | −2,010−2.3% | Reduced |
| Gladstone Institutional Advisory LLC | 84,572 | $6.69M | 0.28% | −489−0.6% | Reduced |
| FLC Capital Advisors | 84,529 | $6.69M | 1.38% | +4,923+6.2% | Added |
| WealthBridge Investment Counsel Inc. | 84,335 | $6.68M | 2.16% | −1,300−1.5% | Reduced |
| Farther Finance Advisors, LLC | 83,667 | $6.62M | 0.13% | +43,507+108.3% | Added |
| Choate Investment Advisors | 83,571 | $6.62M | 0.14% | +11,465+15.9% | Added |
| Zuckerman Investment Group, LLC | 83,140 | $6.58M | 0.64% | +8,341+11.2% | Added |
| Wetherby Asset Management Inc | 83,012 | $6.57M | 0.29% | +83,012 | New |
| Azzad Asset Management Inc | 82,633 | $6.54M | 0.70% | +2,154+2.7% | Added |
| Savant Capital, LLC | 82,241 | $6.51M | 0.05% | +3,812+4.9% | Added |
| Sky Investment Group LLC | 82,005 | $6.49M | 1.14% | −1,585−1.9% | Reduced |
| LGT Fund Management Co Ltd. | 81,724 | $6.47M | 0.57% | +10,222+14.3% | Added |
| Carret Asset Management, LLC | 81,682 | $6.47M | 0.69% | −431−0.5% | Reduced |
| Shell Asset Management Co | 81,674 | $6.46M | 0.22% | +22,202+37.3% | Added |
| Nixon Peabody Trust Co | 81,130 | $6.42M | 0.50% | −887−1.1% | Reduced |
| Viking Fund Management LLC | 81,000 | $6.41M | 0.88% | −19,000−19.0% | Reduced |
| Gibraltar Capital Management, Inc. | 80,698 | $6.39M | 1.25% | +1,147+1.4% | Added |
| NJ State Employees Deferred Compensation Plan | 80,252 | $6.35M | 0.75% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 80,104 | $6.34M | 0.10% | −351−0.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 79,973 | $6.32M | 0.18% | −58,330−42.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 79,130 | $6.26M | 0.01% | −29,459−27.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 78,794 | $6.24M | 0.22% | −2,872−3.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 78,389 | $6.21M | 1.55% | +78,389 | New |
| BLI - Banque de Luxembourg Investments | 78,300 | $6.19M | 0.18% | +78,300 | New |
| Sowell Financial Services LLC | 77,879 | $6.16M | 0.25% | +5,704+7.9% | Added |
| S-Bank Fund Management Ltd | 77,588 | $6.14M | 0.91% | −11,219−12.6% | Reduced |
| PKO Investment Management Joint-Stock Co | 77,375 | $6.13M | 0.66% | +24,483+46.3% | Added |
| Addenda Capital Inc. | 76,770 | $6.12M | 0.22% | +19,291+33.6% | Added |
| Greenleaf Trust | 77,266 | $6.12M | 0.05% | −19,620−20.3% | Reduced |
| Northern Oak Wealth Management Inc | 77,194 | $6.11M | 0.77% | +7,088+10.1% | Added |
| Independent Advisor Alliance | 76,974 | $6.09M | 0.18% | +12,751+19.9% | Added |
| Principle Wealth Partners LLC | 76,755 | $6.08M | 0.38% | +2,697+3.6% | Added |
| Violich Capital Management, Inc. | 76,292 | $6.04M | 0.85% | −7,900−9.4% | Reduced |
| Live Oak Private Wealth LLC | 76,270 | $6.04M | 0.90% | +2,642+3.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 75,932 | $6.01M | 0.24% | +4,669+6.6% | Added |
| Caisse des Depots Et Consignations | 75,889 | $6.01M | 0.25% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 75,866 | $6.01M | 0.68% | +140.0% | Added |
| First American Bank | 75,841 | $6.00M | 0.41% | +14,159+23.0% | Added |
| Buckingham Strategic Partners | 75,774 | $6.00M | 0.08% | +18,264+31.8% | Added |
| Walleye Trading LLC | 75,313 | $5.96M | 0.15% | −35,508−32.0% | Reduced |
| Callan Family Office, LLC | 75,305 | $5.96M | 0.19% | +52,686+232.9% | Added |
| Round Hill Asset Management | 75,265 | $5.96M | 4.02% | −1,035−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 75,233 | $5.96M | 0.08% | −151,576−66.8% | Reduced |
| Trust Co of Toledo NA | 75,042 | $5.94M | 0.66% | −1,652−2.2% | Reduced |
| Simmons Bank | 74,517 | $5.90M | 0.42% | +112+0.2% | Added |
| Inlet Private Wealth, LLC | 74,370 | $5.89M | 1.45% | +6,850+10.1% | Added |
| Ostrum Asset Management | 74,130 | $5.87M | 0.27% | −1,799−2.4% | Reduced |
| TCG Advisory Services, LLC | 73,804 | $5.84M | 0.20% | −60,451−45.0% | Reduced |
| CSM Advisors, LLC | 73,615 | $5.83M | 0.17% | +80+0.1% | Added |
| Augustine Asset Management Inc | 73,425 | $5.81M | 1.56% | +661+0.9% | Added |
| W Advisors, LLC | 73,383 | $5.81M | 3.33% | −2,772−3.6% | Reduced |
| HighPoint Advisor Group LLC | 73,334 | $5.81M | 0.31% | +8,230+12.6% | Added |
| Level Four Advisory Services, LLC | 73,010 | $5.78M | 0.21% | −3,758−4.9% | Reduced |
| Ameritas Investment Partners, Inc. | 72,626 | $5.75M | 0.18% | +10,632+17.2% | Added |
| Everence Capital Management Inc | 72,431 | $5.73M | 0.37% | −3,340−4.4% | Reduced |
| XML Financial, LLC | 72,306 | $5.72M | 0.50% | +4,216+6.2% | Added |
| TrimTabs Asset Management, LLC | 71,474 | $5.66M | 0.79% | +1,225+1.7% | Added |
| Meridian Wealth Management, LLC | 71,274 | $5.64M | 0.24% | +881+1.3% | Added |
| Heritage Trust Co | 71,076 | $5.63M | 0.65% | −1,120−1.6% | Reduced |
| Boit C F David | 70,283 | $5.56M | 2.68% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 69,715 | $5.52M | 0.14% | −3,206−4.4% | Reduced |
| Bonness Enterprises Inc | 69,500 | $5.50M | 1.80% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 68,668 | $5.49M | 0.12% | −60,586−46.9% | Reduced |
| Jacobi Capital Management LLC | 69,291 | $5.49M | 0.36% | +4,780+7.4% | Added |
| Gamco Investors, Inc. Et Al | 69,199 | $5.48M | 0.05% | −3,431−4.7% | Reduced |
| Hillsdale Investment Management Inc. | 69,021 | $5.46M | 0.20% | +50,530+273.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 68,986 | $5.46M | 0.38% | −4,782−6.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 68,903 | $5.45M | 0.61% | −477−0.7% | Reduced |
| Royal Fund Management, LLC | 68,673 | $5.44M | 0.58% | +7,805+12.8% | Added |
| Marble Harbor Investment Counsel, LLC | 68,663 | $5.44M | 0.59% | −1,131−1.6% | Reduced |
| Wahed Invest LLC | 68,497 | $5.42M | 0.83% | +2,236+3.4% | Added |
| Kempner Capital Management Inc. | 68,406 | $5.42M | 2.90% | +1,778+2.7% | Added |
| Anchor Investment Management, LLC | 68,356 | $5.41M | 0.47% | −1,629−2.3% | Reduced |