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 |
|---|---|---|---|---|---|
| TMB Capital Partners, LLC | 4,134 | $497.3K | 0.17% | −53−1.3% | Reduced |
| Powell Investment Advisors, LLC | 4,109 | $497.8K | 0.17% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 4,113 | $498.2K | 0.13% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 4,144 | $498.5K | 0.03% | +3,642+725.5% | Added |
| X-Square Capital, LLC | 4,149 | $499.0K | 0.17% | +31+0.8% | Added |
| Walkner Condon Financial Advisors LLC | 4,152 | $499.4K | 0.07% | −324−7.2% | Reduced |
| Oxford Financial Group Ltd | 4,165 | $501.0K | 0.03% | −794−16.0% | Reduced |
| Pursuit Wealth Strategies, LLC | 4,174 | $502.1K | 0.70% | +58+1.4% | Added |
| Park Edge Advisors, LLC | 4,178 | $502.6K | 0.12% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 4,182 | $503.0K | 0.35% | +174+4.3% | Added |
| Osterweis Capital Management Inc | 4,183 | $503.2K | 0.03% | −248−5.6% | Reduced |
| Cannon Financial Strategists, Inc. | 4,188 | $503.8K | 0.07% | +73+1.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,190 | $504.0K | 0.14% | −410−8.9% | Reduced |
| Wealth Advisory Solutions, LLC | 4,195 | $504.6K | 0.11% | −169−3.9% | Reduced |
| Benin Management CORP | 4,201 | $505.3K | 0.11% | −335−7.4% | Reduced |
| Ameriflex Group, Inc. | 4,203 | $505.5K | 0.26% | −592−12.3% | Reduced |
| Johnson Bixby & Associates, LLC | 4,218 | $507.4K | 0.06% | −13−0.3% | Reduced |
| Alesco Advisors LLC | 4,224 | $508.1K | 0.01% | +86+2.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,227 | $508.5K | 0.20% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 4,230 | $508.8K | 0.08% | −2,869−40.4% | Reduced |
| Seizert Capital Partners, LLC | 4,230 | $508.8K | 0.02% | +510+13.7% | Added |
| OneAscent Wealth Management LLC | 4,232 | $509.1K | 0.17% | −190−4.3% | Reduced |
| Junk Investment Group, LLC | 4,236 | $509.5K | 0.27% | +4,236 | New |
| Beacon Capital Management, LLC | 4,237 | $509.7K | 0.09% | +37+0.9% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,238 | $509.8K | 0.13% | +120+2.9% | Added |
| Avail Investment Partners, LLC | 4,244 | $510.0K | 0.54% | +4,244 | New |
| 55 North Private Wealth, LLC | 4,240 | $510.0K | 0.13% | +872+25.9% | Added |
| White Lighthouse Investment Management Inc. | 4,242 | $510.3K | 0.07% | −657−13.4% | Reduced |
| D'Orazio & Associates, Inc. | 4,245 | $510.6K | 0.07% | +502+13.4% | Added |
| Garton & Associates Financial Advisors LLC | 4,264 | $512.9K | 0.42% | −244−5.4% | Reduced |
| Piedmont Capital Management, LLC | 4,271 | $513.8K | 0.34% | −253−5.6% | Reduced |
| Perennial Advisors, LLC | 4,274 | $514.1K | 0.09% | +500+13.2% | Added |
| Constitution Capital LLC | 4,280 | $514.8K | 0.26% | −4,100−48.9% | Reduced |
| Baron Wealth Management LLC | 4,282 | $515.1K | 0.15% | +442+11.5% | Added |
| Fortis Group Advisors, LLC | 4,715 | $515.2K | 0.09% | +3+0.1% | Added |
| Driehaus Capital Management LLC | 4,287 | $515.7K | 0.00% | −970−18.5% | Reduced |
| Verum Partners LLC | 4,289 | $516.0K | 0.10% | +477+12.5% | Added |
| Summit Wealth Group, LLC | 4,299 | $517.2K | 0.12% | −67−1.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,302 | $517.5K | 0.02% | −38−0.9% | Reduced |
| Founders Grove Wealth Partners, LLC | 4,309 | $518.3K | 0.12% | +197+4.8% | Added |
| Optiver Holding B.V. | 4,313 | $518.8K | 0.02% | +4,313 | New |
| Fell Capital Management | 4,315 | $519.1K | 0.50% | −200−4.4% | Reduced |
| Joule Financial, LLC | 4,316 | $519.2K | 0.15% | −11−0.3% | Reduced |
| Miller Global Investments, LLC | 4,319 | $519.5K | 0.48% | −173−3.9% | Reduced |
| Chemistry Wealth Management LLC | 4,323 | $520.0K | 0.09% | −58−1.3% | Reduced |
| Omnia Family Wealth, LLC | 4,298 | $520.7K | 0.16% | −920−17.6% | Reduced |
| Missouri Trust & Investment Co | 4,335 | $521.5K | 0.15% | −25−0.6% | Reduced |
| Bullock Wealth Management Group | 4,316 | $521.6K | 0.26% | +17+0.4% | Added |
| Paragon Capital Management Ltd | 4,346 | $522.9K | 0.11% | −491−10.2% | Reduced |
| Moseley Investment Management Inc | 4,355 | $523.9K | 0.17% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 4,356 | $524.0K | 0.40% | +4,356 | New |
| Bourne Lent Asset Management Inc | 4,357 | $524.1K | 0.19% | −300−6.4% | Reduced |
| Kinloch Capital, LLC | 4,363 | $524.8K | 0.21% | −49−1.1% | Reduced |
| Financial Partners Group, Inc | 4,365 | $525.0K | 0.06% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 4,372 | $525.9K | 0.07% | +456+11.6% | Added |
| Tudor Financial Inc. | 4,385 | $527.5K | 0.27% | +4+0.1% | Added |
| Capital Advisors, Ltd. LLC | 4,390 | $528.0K | 0.06% | −96−2.1% | Reduced |
| Palogic Value Management, L.P. | 4,395 | $528.7K | 0.23% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 4,404 | $529.7K | 0.17% | +932+26.8% | Added |
| Alliance Wealth Advisors, LLC | 4,408 | $530.2K | 0.11% | −14,740−77.0% | Reduced |
| PeakShares LLC | 4,408 | $530.2K | 0.49% | −610−12.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 4,412 | $530.7K | 0.18% | +4,412 | New |
| Mainsail Financial Group, LLC | 4,416 | $531.2K | 0.22% | 00.0% | Unchanged |
| Falcon Wealth Planning | 4,426 | $532.5K | 0.04% | +65+1.5% | Added |
| Smith Shellnut Wilson LLC | 4,435 | $533.5K | 0.23% | +168+3.9% | Added |
| Smith Thornton Advisors LLC | 4,435 | $533.5K | 0.27% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 4,437 | $533.7K | 0.05% | −125−2.7% | Reduced |
| Fairvoy Private Wealth, LLC | 4,442 | $534.3K | 0.13% | −29−0.6% | Reduced |
| Inceptionr LLC | 4,442 | $534.3K | 0.13% | +4,442 | New |
| Tred Avon Family Wealth, LLC | 4,444 | $534.6K | 0.18% | −236−5.0% | Reduced |
| Meramec Financial Planners, LLC | 4,567 | $534.8K | 0.21% | −870−16.0% | Reduced |
| Millennium Capital Advisors, LLC | 4,450 | $535.3K | 0.33% | +100+2.3% | Added |
| Clarus Group, Inc. | 4,451 | $535.4K | 0.19% | +12+0.3% | Added |
| Princeton Global Asset Management LLC | 4,452 | $535.5K | 0.09% | +6+0.1% | Added |
| Regatta Capital Group, LLC | 4,453 | $535.6K | 0.08% | +21+0.5% | Added |
| Goldstone Financial Group, LLC | 4,456 | $536.0K | 0.06% | +13+0.3% | Added |
| Manchester Financial Inc | 4,456 | $536.1K | 0.10% | −67−1.5% | Reduced |
| Dupree Financial Group, LLC | 4,458 | $536.3K | 0.22% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 4,475 | $538.3K | 0.11% | 00.0% | Unchanged |
| Providence First Trust Co | 4,479 | $538.8K | 0.19% | +4,479 | New |
| Capital City Trust Co | 4,482 | $539.1K | 0.12% | +20+0.4% | Added |
| Tower Wealth Partners, Inc. | 4,524 | $544.2K | 0.30% | −2,291−33.6% | Reduced |
| Fiduciary Financial Group, LLC | 4,530 | $544.9K | 0.07% | −2,852−38.6% | Reduced |
| O'Brien Greene & Co. Inc | 4,530 | $544.9K | 0.15% | −138−3.0% | Reduced |
| Lakeridge Wealth Management LLC | 4,531 | $545.0K | 0.23% | +116+2.6% | Added |
| DHJJ Financial Advisors, Ltd. | 4,532 | $545.2K | 0.18% | 00.0% | Unchanged |
| Barr E S & Co | 4,536 | $545.6K | 0.03% | −5,050−52.7% | Reduced |
| Cardiff Park Advisors, LLC | 4,536 | $545.6K | 0.04% | −41−0.9% | Reduced |
| Salvus Wealth Management, LLC | 4,537 | $545.8K | 0.32% | +316+7.5% | Added |
| Expressive Wealth LLC | 4,817 | $547.0K | 0.52% | −132−2.7% | Reduced |
| United Bank | 4,553 | $547.7K | 0.07% | −22−0.5% | Reduced |
| Fca Corp | 4,559 | $548.4K | 0.15% | −526−10.3% | Reduced |
| Seascape Capital Management | 4,564 | $549.0K | 0.16% | −19−0.4% | Reduced |
| Sunburst Financial Group, LLC | 4,564 | $549.1K | 0.11% | −13−0.3% | Reduced |
| Apollon Financial, LLC | 4,565 | $549.1K | 0.08% | +103+2.3% | Added |
| Impact Partnership Wealth, LLC | 4,578 | $550.6K | 0.07% | +4,578 | New |
| UMA Financial Services, Inc. | 4,578 | $550.7K | 0.08% | +195+4.4% | Added |
| Paulson Wealth Management Inc. | 4,584 | $551.4K | 0.13% | −4,880−51.6% | Reduced |
| True North Advisors, LLC | 4,585 | $551.5K | 0.06% | −8,629−65.3% | Reduced |
| Centurion Wealth Management LLC | 4,592 | $552.4K | 0.12% | −6−0.1% | Reduced |