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, Q1 2026
Institutional positions in Merck & Co., Inc. as of Mar 31, 2026. 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
- 3,813
- +195 vs. Q4 2025
- Shares held
- 1.93B
- +269.1M (+16.2%) vs. Q4 2025
- Total value
- $231.9B
- +$56.6B (+32.3%) vs. Q4 2025
- New holders
- 316
- 1,467 more added
- Sold out
- 121
- 1,594 more reduced
57 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bouchey Financial Group Ltd | 3,230 | $396.3K | 0.03% | +1,311+68.3% | Added |
| Highlander Partners, L.P. | 3,300 | $397.0K | 0.16% | 00.0% | Unchanged |
| Platt Wealth Management LLC | 3,317 | $398.0K | 0.39% | +51+1.6% | Added |
| Greenline Partners, LLC | 3,313 | $398.5K | 0.04% | −840−20.2% | Reduced |
| Strategent Financial, LLC | 3,314 | $398.6K | 0.27% | −161−4.6% | Reduced |
| Centric Wealth Management | 3,525 | $398.7K | 0.08% | −716−16.9% | Reduced |
| Elser Financial Planning, Inc | 3,303 | $398.9K | 0.02% | +3,303 | New |
| PCB Capital LLC | 3,317 | $399.0K | 0.63% | +75+2.3% | Added |
| Lynx Investment Advisory | 3,321 | $399.5K | 0.19% | −468−12.4% | Reduced |
| Bluedoor Private Wealth, LLC | 3,323 | $399.7K | 0.19% | +183+5.8% | Added |
| RD Lewis Holdings, Inc. | 3,266 | $400.7K | 0.35% | 00.0% | Unchanged |
| Certior Financial Group, LLC | 3,336 | $401.2K | 0.26% | −3,807−53.3% | Reduced |
| Revisor Wealth Management LLC | 3,319 | $401.4K | 0.11% | +58+1.8% | Added |
| Colonial River Wealth Management, LLC | 3,342 | $402.0K | 0.14% | −121−3.5% | Reduced |
| Genesis Wealth Advisors, LLC | 3,349 | $402.9K | 0.27% | 00.0% | Unchanged |
| JMN Financial LLC | 3,334 | $403.6K | 0.40% | +1,057+46.4% | Added |
| Blue Bell Private Wealth Management, LLC | 3,362 | $404.4K | 0.06% | +939+38.8% | Added |
| RWM Asset Management, LLC | 3,367 | $405.0K | 0.04% | −172−4.9% | Reduced |
| Presilium Private Wealth, LLC | 3,374 | $405.9K | 0.07% | −1,275−27.4% | Reduced |
| Montz Harcus Wealth Management LLC | 3,379 | $406.5K | 0.16% | +518+18.1% | Added |
| RB Capital Management, LLC | 3,383 | $406.9K | 0.09% | −1,300−27.8% | Reduced |
| Liberty Wealth Management LLC | 3,388 | $407.1K | 0.05% | +144+4.4% | Added |
| Mach-1 Financial Group, Inc. | 3,385 | $407.2K | 0.14% | −4,958−59.4% | Reduced |
| Saxon Interests, Inc. | 3,387 | $407.4K | 0.14% | −6,426−65.5% | Reduced |
| Purkiss Capital Advisors LLC | 3,388 | $407.6K | 0.18% | +8+0.2% | Added |
| South Street Advisors LLC | 3,393 | $408.1K | 0.06% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 3,403 | $409.3K | 0.36% | +350+11.5% | Added |
| Intellus Advisors LLC | 3,404 | $409.5K | 0.06% | −709−17.2% | Reduced |
| South Shore Capital Advisors | 3,408 | $409.9K | 0.30% | +3,408 | New |
| Roan Capital Partners | 3,411 | $410.3K | 0.38% | +3,411 | New |
| Mainstay Capital Management LLC | 3,414 | $410.6K | 0.03% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 3,417 | $411.0K | 0.39% | 00.0% | Unchanged |
| Viawealth, LLC | 3,423 | $411.8K | 0.23% | −3−0.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 3,404 | $412.4K | 0.16% | −316−8.5% | Reduced |
| Mainsail Asset Management, LLC | 3,443 | $414.2K | 0.19% | +5+0.1% | Added |
| Arq Wealth Advisors, LLC | 3,449 | $414.9K | 0.07% | +1,125+48.4% | Added |
| Mission Creek Capital Partners, Inc. | 3,460 | $416.2K | 0.08% | +3,460 | New |
| Tortoise Investment Management, LLC | 3,467 | $417.0K | 0.03% | −174−4.8% | Reduced |
| MBE Wealth Management, LLC | 3,469 | $417.3K | 0.17% | +38+1.1% | Added |
| Orleans Capital Management Corp | 3,472 | $417.6K | 0.28% | +3,472 | New |
| Optivise Advisory Services LLC | 3,472 | $417.7K | 0.25% | −546−13.6% | Reduced |
| Broyhill Asset Management | 3,473 | $417.8K | 0.41% | 00.0% | Unchanged |
| Close Asset Management Ltd | 3,474 | $418.0K | 0.01% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 3,472 | $418.0K | 0.81% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,477 | $418.2K | 0.09% | +536+18.2% | Added |
| Ellsworth Advisors, LLC | 3,481 | $418.7K | 0.08% | −14,193−80.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,481 | $418.8K | 0.12% | −123−3.4% | Reduced |
| Sterneck Capital Management, LLC | 3,491 | $419.9K | 0.19% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 3,491 | $419.9K | 0.15% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 3,494 | $420.0K | 0.08% | −740−17.5% | Reduced |
| Concentric Capital Strategies, LP | 3,492 | $420.1K | 0.04% | +1,059+43.5% | Added |
| Ironwood Investment Management LLC | 3,494 | $420.3K | 0.18% | 00.0% | Unchanged |
| Game Creek Capital, LP | 3,500 | $421.0K | 0.16% | −625−15.2% | Reduced |
| DLK Investment Management, LLC | 3,502 | $421.3K | 0.17% | −1,234−26.1% | Reduced |
| Liberty Square Wealth Partners LLC | 3,508 | $422.0K | 0.12% | +23+0.7% | Added |
| Adkins Seale Capital Management LLC | 3,509 | $422.1K | 0.42% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 3,516 | $423.0K | 0.16% | +4+0.1% | Added |
| Harmony Asset Management LLC | 3,527 | $424.3K | 0.13% | +1,606+83.6% | Added |
| LeConte Wealth Management, LLC | 3,534 | $425.1K | 0.27% | +447+14.5% | Added |
| Illumine Investment Management, LLC | 3,540 | $425.8K | 0.33% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 3,542 | $426.1K | 0.06% | −65−1.8% | Reduced |
| Paragon Private Wealth Management, LLC | 3,543 | $426.2K | 0.13% | +302+9.3% | Added |
| Blackston Financial Advisory Group, LLC | 3,544 | $426.3K | 0.27% | −188−5.0% | Reduced |
| Viewpoint Capital Management LLC | 3,544 | $426.3K | 0.20% | +10.0% | Added |
| BlackDiamond Wealth Management Inc. | 3,552 | $427.2K | 0.21% | −173−4.6% | Reduced |
| Post Resch Tallon Group Inc. | 3,507 | $427.4K | 0.35% | +108+3.2% | Added |
| WBI Investments | 3,553 | $427.4K | 0.12% | −687−16.2% | Reduced |
| Millington Securities, LLC | 3,553 | $427.4K | 0.12% | +3,553 | New |
| InTrack Investment Management Inc | 3,557 | $427.9K | 0.24% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 3,564 | $428.7K | 0.14% | −206−5.5% | Reduced |
| RTD Financial Advisors, Inc. | 3,572 | $429.7K | 0.05% | −63−1.7% | Reduced |
| Somerset Group LLC | 3,613 | $430.2K | 0.32% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,577 | $430.2K | 0.10% | +197+5.8% | Added |
| German American Bancorp, Inc. | 3,581 | $430.8K | 0.04% | +3,581 | New |
| Wilkins Miller Wealth Management, LLC | 3,582 | $430.9K | 0.26% | +25+0.7% | Added |
| Berkeley, Inc | 3,583 | $431.0K | 0.14% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 22,420 | $431.2K | 0.03% | +2,640+13.3% | Added |
| Reyes Financial Architecture, Inc. | 3,588 | $431.6K | 0.35% | −232−6.1% | Reduced |
| Objective Capital Management, LLC | 3,593 | $432.2K | 0.44% | +450+14.3% | Added |
| Planning Alternatives Ltd | 3,598 | $432.8K | 0.06% | +1,471+69.2% | Added |
| Values Added Financial LLC | 3,602 | $433.3K | 0.18% | +146+4.2% | Added |
| Olistico Wealth, LLC | 3,611 | $434.4K | 0.21% | +4+0.1% | Added |
| a16z Perennial Management, L.P. | 3,612 | $434.5K | 0.04% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 3,615 | $434.9K | 0.11% | +117+3.3% | Added |
| Catalyst Funds Management Pty Ltd | 3,616 | $435.0K | 0.07% | −30,384−89.4% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,618 | $435.2K | 0.03% | −6,733−65.0% | Reduced |
| Powers Advisory Group, LLC | 3,631 | $436.7K | 0.15% | +129+3.7% | Added |
| BDFS Capital LLC | 3,608 | $437.1K | 0.21% | +64+1.8% | Added |
| Mountain Pacific Investment Advisers Inc | 3,641 | $438.0K | 0.08% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 3,645 | $438.5K | 0.15% | +2,804+333.4% | Added |
| Bell Investment Advisors, Inc | 3,657 | $439.9K | 0.07% | +1,236+51.1% | Added |
| Peck Wealth Management, LLC | 3,659 | $440.1K | 0.44% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3,668 | $441.3K | 0.06% | +1,763+92.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 3,749 | $442.0K | 0.14% | +1,058+39.3% | Added |
| Orographic Financial Advisors, LLC | 3,657 | $442.0K | 0.31% | +3,657 | New |
| Noble Family Wealth, LLC | 3,675 | $442.1K | 0.09% | −551−13.0% | Reduced |
| Aufman Associates Inc | 3,675 | $442.1K | 0.22% | −29−0.8% | Reduced |
| Goldstein Advisors, LLC | 3,676 | $442.2K | 0.05% | −50−1.3% | Reduced |
| Cortland Associates Inc | 3,696 | $445.0K | 0.06% | −884−19.3% | Reduced |
| Dimension Capital Management LLC | 3,704 | $445.6K | 0.06% | 00.0% | Unchanged |