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 |
|---|---|---|---|---|---|
| Ballew Advisors, Inc | 3,636 | $446.1K | 0.25% | +18+0.5% | Added |
| Verus Financial Partners, Inc. | 3,870 | $446.8K | 0.04% | +10.0% | Added |
| Red Mountain Financial, LLC | 3,715 | $446.9K | 0.42% | +2+0.1% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 3,722 | $447.8K | 0.05% | +1,259+51.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,729 | $449.0K | 0.04% | 00.0% | Unchanged |
| Cpwa, LLC | 4,037 | $449.3K | 0.54% | +4,037 | New |
| Nexus Investment Management ULC | 3,735 | $449.3K | 0.06% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 3,736 | $449.4K | 0.27% | +1,313+54.2% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 3,741 | $450.0K | 0.20% | +1,423+61.4% | Added |
| Aventura Private Wealth, LLC | 3,747 | $450.7K | 0.16% | −290−7.2% | Reduced |
| Renasant Bank | 3,751 | $451.2K | 0.32% | −8,935−70.4% | Reduced |
| Birchcreek Wealth Management, LLC | 3,752 | $451.3K | 0.22% | +908+31.9% | Added |
| Silvia McColl Wealth Management, LLC | 3,756 | $451.9K | 0.30% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,757 | $452.0K | 0.31% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,734 | $452.3K | 0.05% | +30+0.8% | Added |
| Redwood Financial Network Corp | 3,767 | $453.1K | 0.30% | +2+0.1% | Added |
| Per Stirling Capital Management, LLC. | 3,769 | $453.3K | 0.05% | +132+3.6% | Added |
| Gradient Investments LLC | 3,771 | $453.6K | 0.01% | −18−0.5% | Reduced |
| Evanson Asset Management, LLC | 3,773 | $453.8K | 0.02% | +16+0.4% | Added |
| MBM Wealth Consultants, LLC | 3,780 | $454.6K | 0.10% | +14+0.4% | Added |
| Fund Advisors of America Inc | 3,782 | $454.9K | 0.46% | −12−0.3% | Reduced |
| Sculati Wealth Management, LLC | 3,783 | $455.1K | 0.17% | −190−4.8% | Reduced |
| Warm Springs Advisors Inc. | 3,784 | $455.2K | 0.39% | −17−0.4% | Reduced |
| St. Nicholas Private Asset Management, Inc | 3,784 | $455.2K | 0.43% | −10−0.3% | Reduced |
| BW Gestao de Investimentos Ltda. | 3,785 | $455.3K | 0.02% | +3,785 | New |
| Excelsior Advisor Network LLC | 3,789 | $455.8K | 0.17% | +361+10.5% | Added |
| Aspen Grove Capital, LLC | 3,765 | $456.0K | 0.09% | +207+5.8% | Added |
| New World Advisors LLC | 3,792 | $456.1K | 0.08% | −166−4.2% | Reduced |
| Meridian Investment Counsel Inc. | 3,793 | $456.3K | 0.11% | −689−15.4% | Reduced |
| Intergy Private Wealth, LLC | 3,794 | $456.4K | 0.13% | −66−1.7% | Reduced |
| Beacon Financial Strategies CORP | 3,794 | $456.4K | 0.26% | +2+0.1% | Added |
| American Institute for Advanced Investment Management, LLP | 3,795 | $456.5K | 0.30% | 00.0% | Unchanged |
| Peoples Bank | 3,795 | $456.5K | 0.46% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 3,803 | $457.5K | 0.19% | +94+2.5% | Added |
| Greatmark Investment Partners, Inc. | 3,806 | $457.8K | 0.05% | +802+26.7% | Added |
| Fidelity D & D Bancorp Inc | 3,811 | $458.4K | 0.18% | −92−2.4% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 3,811 | $458.4K | 0.33% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,820 | $459.5K | 0.04% | −570−13.0% | Reduced |
| Ramiah Investment Group | 3,824 | $460.0K | 0.40% | −1,287−25.2% | Reduced |
| Three Seasons Wealth, LLC | 3,805 | $460.9K | 0.18% | +108+2.9% | Added |
| Dakota Community Bank & Trust NA | 3,832 | $461.0K | 1.56% | +197+5.4% | Added |
| Howard Wealth Management, LLC | 3,843 | $462.4K | 0.19% | −60−1.5% | Reduced |
| Vista Investment Partners LLC | 3,851 | $463.2K | 0.12% | −255−6.2% | Reduced |
| Clark Financial Services Group Inc | 3,873 | $465.9K | 0.26% | +3,873 | New |
| Engineers Gate Manager LP | 3,877 | $466.4K | 0.01% | −57,533−93.7% | Reduced |
| Concentrum Wealth Management | 3,880 | $466.8K | 0.14% | +3,880 | New |
| One Charles Private Wealth Services, LLC | 3,881 | $466.8K | 0.12% | +403+11.6% | Added |
| Bruce G. Allen Investments, LLC | 3,886 | $467.4K | 0.31% | −272−6.5% | Reduced |
| Gentry Private Wealth, LLC | 3,892 | $468.2K | 0.28% | −433−10.0% | Reduced |
| Elevatus Welath Management | 3,906 | $469.8K | 0.25% | +451+13.1% | Added |
| Black Diamond Financial, LLC | 3,907 | $470.0K | 0.05% | +71+1.9% | Added |
| Hall Capital Management Co Inc | 4,308 | $470.3K | 0.17% | +950+28.3% | Added |
| Tranquility Partners, LLC | 3,919 | $471.4K | 0.18% | −260−6.2% | Reduced |
| Florida Financial Advisors, LLC | 3,920 | $471.5K | 0.11% | +1,269+47.9% | Added |
| Oak Asset Management, LLC | 3,925 | $472.1K | 0.16% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 3,938 | $473.7K | 0.47% | +83+2.2% | Added |
| Reflection Asset Management | 3,952 | $474.5K | 0.29% | +138+3.6% | Added |
| Advus Financial Partners, LLC | 3,951 | $475.3K | 0.12% | +135+3.5% | Added |
| Ballast, Inc. | 3,954 | $475.6K | 0.11% | +500+14.5% | Added |
| Huntleigh Advisors, Inc. | 3,958 | $476.2K | 0.08% | +457+13.1% | Added |
| McLean Asset Management Corp | 3,959 | $476.2K | 0.08% | +118+3.1% | Added |
| Retirement Planning Group, LLC | 3,933 | $476.5K | 0.31% | −181−4.4% | Reduced |
| Verity & Verity, LLC | 3,965 | $476.9K | 0.04% | −426−9.7% | Reduced |
| Collaborative Fund Advisors, LLC | 3,965 | $476.9K | 0.29% | +3,965 | New |
| Mayfair Advisory Group, LLC | 3,967 | $477.2K | 0.17% | −314−7.3% | Reduced |
| Dale Q Rice Investment Management Ltd | 3,967 | $477.2K | 0.36% | −151−3.7% | Reduced |
| Z3 Capital Partners, LLC | 3,968 | $477.3K | 0.12% | 00.0% | Unchanged |
| American Trust | 3,975 | $478.2K | 0.04% | −163−3.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,979 | $478.6K | 0.20% | +115+3.0% | Added |
| Weaver Consulting Group | 3,986 | $479.4K | 0.11% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 3,991 | $480.1K | 0.19% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3,963 | $480.3K | 0.03% | −502−11.2% | Reduced |
| Providence Financial Advisors, LLC | 3,994 | $480.4K | 0.27% | +152+4.0% | Added |
| Bluefin Capital Management, LLC | 4,000 | $481.2K | 0.47% | +4,000 | New |
| Davis Asset Management, L.P. | 4,000 | $481.2K | 0.01% | +4,000 | New |
| Kercheville Advisors, LLC | 4,003 | $481.5K | 0.15% | +203+5.3% | Added |
| Range Financial Group LLC | 4,010 | $482.4K | 0.16% | −1,566−28.1% | Reduced |
| One Day In July LLC | 4,012 | $482.6K | 0.04% | −239−5.6% | Reduced |
| Eads & Heald Wealth Management | 4,013 | $482.7K | 0.24% | −455−10.2% | Reduced |
| Elmwood Wealth Management, Inc. | 4,013 | $482.7K | 0.13% | −114−2.8% | Reduced |
| Consolidated Planning Corp | 4,016 | $483.1K | 0.08% | −64,364−94.1% | Reduced |
| Nelson Capital Management, LLC | 4,016 | $483.1K | 0.06% | −29−0.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,023 | $483.9K | 0.12% | −753−15.8% | Reduced |
| Ewa, LLC | 4,049 | $487.1K | 0.11% | +837+26.1% | Added |
| Investment Partners Asset Management, Inc. | 4,051 | $487.3K | 0.30% | +4+0.1% | Added |
| Crux Wealth Advisors | 4,056 | $487.8K | 0.19% | +17+0.4% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 4,029 | $488.1K | 0.07% | +3,588+813.6% | Added |
| PFS Partners, LLC | 4,065 | $489.0K | 0.22% | −42−1.0% | Reduced |
| Signet Financial Management, LLC | 4,066 | $489.1K | 0.05% | +166+4.3% | Added |
| Bender Robert & Associates | 4,077 | $490.4K | 0.12% | −360−8.1% | Reduced |
| Uniting Wealth Partners, LLC | 4,056 | $491.3K | 0.10% | −201−4.7% | Reduced |
| Stokes Capital Advisors, LLC | 4,098 | $492.9K | 0.11% | +1,838+81.3% | Added |
| Bravera Wealth | 4,101 | $493.3K | 0.22% | −184−4.3% | Reduced |
| Twinbeech Capital LP | 4,107 | $494.0K | 0.05% | −40,990−90.9% | Reduced |
| Schubert & Co | 4,116 | $495.1K | 0.40% | −54−1.3% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,120 | $495.6K | 0.10% | −299−6.8% | Reduced |
| Lansing Street Advisors | 4,092 | $495.7K | 0.13% | +23+0.6% | Added |
| TruWealth Advisors, LLC | 4,123 | $495.9K | 0.02% | +169+4.3% | Added |
| Parisi Gray Wealth Management | 4,129 | $496.6K | 0.12% | +150+3.8% | Added |
| Valicenti Advisory Services Inc | 4,132 | $497.0K | 0.11% | −140−3.3% | Reduced |