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
- 3,812
- +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
- 1,466 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 |
|---|---|---|---|---|---|
| HCR Wealth Advisors | 4,609 | $554.5K | 0.06% | +53+1.2% | Added |
| DRW Securities, LLC | 4,666 | $554.9K | 0.03% | +1,472+46.1% | Added |
| Laurel Wealth Advisors LLC | 4,984 | $555.1K | 0.05% | 00.0% | Unchanged |
| Connors Investor Services Inc | 4,615 | $555.1K | 0.05% | 00.0% | Unchanged |
| Syverson Strege & Co | 4,618 | $555.5K | 0.13% | +476+11.5% | Added |
| Ceera Investments, LLC | 4,619 | $555.6K | 0.24% | +4,619 | New |
| Campbell Deegan Wealth Management, LLC | 4,621 | $555.9K | 0.45% | −2,210−32.4% | Reduced |
| Cornerstone Capital, Inc. | 4,623 | $556.1K | 0.06% | +66+1.4% | Added |
| Luts & Greenleigh Group, Inc | 4,642 | $558.4K | 0.44% | +11+0.2% | Added |
| Dividend Assets Capital, LLC | 4,656 | $560.1K | 0.11% | −600−11.4% | Reduced |
| Strata Wealth Advisors, LLC | 4,671 | $561.8K | 0.15% | +25+0.5% | Added |
| Lumbard & Kellner, LLC | 4,671 | $561.9K | 0.19% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 4,676 | $562.4K | 0.06% | +859+22.5% | Added |
| Cottage Street Advisors LLC | 4,677 | $562.7K | 0.24% | +20.0% | Added |
| Sawgrass Asset Management LLC | 4,691 | $564.2K | 0.08% | −64−1.3% | Reduced |
| Armbruster Capital Management, Inc. | 4,692 | $564.4K | 0.09% | +400+9.3% | Added |
| Barrett & Company, Inc. | 4,696 | $564.9K | 0.19% | −468−9.1% | Reduced |
| Cambridge Financial Group, LLC | 4,713 | $566.9K | 0.19% | −1,009−17.6% | Reduced |
| First Citizens Financial Corp | 4,715 | $567.2K | 0.27% | +200+4.4% | Added |
| Medallion Wealth Advisors, LLC | 4,715 | $567.2K | 0.19% | +766+19.4% | Added |
| Annandale Capital, LLC | 4,725 | $568.0K | 0.09% | +22+0.5% | Added |
| Summit Wealth & Retirement Planning, Inc. | 4,726 | $568.5K | 0.14% | +265+5.9% | Added |
| Ninety One SA (PTY) Ltd | 4,749 | $568.5K | 0.02% | −20,169−80.9% | Reduced |
| Financial Advisors Network, Inc. | 4,731 | $569.1K | 0.08% | −24,917−84.0% | Reduced |
| Warwick Investment Management, Inc. | 4,734 | $569.5K | 0.08% | −344−6.8% | Reduced |
| Flatrock Wealth Partners LLC | 4,703 | $569.7K | 0.26% | +95+2.1% | Added |
| Cahill Financial Advisors Inc | 4,753 | $571.7K | 0.06% | −27−0.6% | Reduced |
| Jacobsen Capital Management | 4,758 | $572.3K | 0.19% | +47+1.0% | Added |
| Ullmann Financial Group, Inc. | 4,760 | $572.5K | 0.06% | +1,081+29.4% | Added |
| Campion Asset Management LLC | 4,761 | $572.7K | 0.39% | −39−0.8% | Reduced |
| Acima Private Wealth, LLC | 4,764 | $573.1K | 0.18% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 4,766 | $573.3K | 0.26% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,745 | $573.3K | 0.03% | −627−11.7% | Reduced |
| Hollencrest Capital Management | 4,777 | $574.6K | 0.02% | +253+5.6% | Added |
| Stonebrook Private Inc. | 4,791 | $576.3K | 0.12% | +555+13.1% | Added |
| Crown Wealth Group, LLC | 4,792 | $576.4K | 0.17% | +133+2.9% | Added |
| Elefante Mark B | 4,800 | $577.4K | 0.32% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 4,854 | $577.9K | 0.07% | +44+0.9% | Added |
| Plan A Wealth LLC | 4,808 | $578.4K | 0.28% | −67−1.4% | Reduced |
| Sovereign Financial Group, Inc. | 4,808 | $578.4K | 0.10% | +139+3.0% | Added |
| Phillips Wealth Planners LLC | 5,198 | $578.4K | 0.44% | −1,164−18.3% | Reduced |
| Jmac Enterprises LLC | 4,819 | $579.7K | 0.11% | −1,797−27.2% | Reduced |
| 360 Financial, Inc. | 4,825 | $580.4K | 0.17% | +50+1.0% | Added |
| Union Savings Bank | 4,833 | $581.4K | 0.25% | −405−7.7% | Reduced |
| CWC Advisors, LLC. | 4,838 | $582.0K | 0.28% | −9−0.2% | Reduced |
| Sendero Wealth Management, LLC | 4,841 | $582.3K | 0.06% | −2,004−29.3% | Reduced |
| ISAM Funds (UK) Ltd | 4,853 | $583.8K | 0.29% | +4,853 | New |
| Accel Wealth Management | 4,859 | $584.5K | 0.15% | −157−3.1% | Reduced |
| Palumbo Wealth Management LLC | 4,860 | $584.6K | 0.14% | +264+5.7% | Added |
| MWA Asset Management | 4,866 | $585.3K | 0.32% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,870 | $586.0K | 0.00% | −1,680−25.6% | Reduced |
| Fortress Private Ledger, LLC | 4,876 | $586.5K | 0.18% | +372+8.3% | Added |
| Affinity Capital Advisors, LLC | 4,877 | $586.7K | 0.08% | +147+3.1% | Added |
| MKT Advisors LLC | 4,919 | $586.7K | 0.20% | −835−14.5% | Reduced |
| Seeds Investor LLC | 4,900 | $587.9K | 0.08% | +1,718+54.0% | Added |
| Westmount Partners, LLC | 4,890 | $588.2K | 0.14% | +319+7.0% | Added |
| Emprise Bank | 4,893 | $588.6K | 0.24% | −243−4.7% | Reduced |
| Sather Financial Group Inc | 4,895 | $588.8K | 0.04% | +324+7.1% | Added |
| Redwood Investment Management, LLC | 4,896 | $589.0K | 0.07% | −5,967−54.9% | Reduced |
| Fairscale Capital, LLC | 4,863 | $589.1K | 0.41% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 4,902 | $589.6K | 0.06% | −1,376−21.9% | Reduced |
| Orrstown Financial Services Inc | 4,904 | $589.9K | 0.10% | −287−5.5% | Reduced |
| Sigma Investment Counselors Inc | 4,908 | $590.4K | 0.03% | 00.0% | Unchanged |
| Range Advisory, LLC | 4,913 | $591.0K | 0.11% | +1,839+59.8% | Added |
| Mathes Company, Inc. | 4,915 | $591.0K | 0.22% | −10−0.2% | Reduced |
| ABLE Financial Group, LLC | 4,923 | $592.2K | 0.12% | −384−7.2% | Reduced |
| BOS Asset Management, LLC | 4,935 | $593.6K | 0.15% | +84+1.7% | Added |
| Simon Quick Advisors, LLC | 4,946 | $594.9K | 0.03% | −1,517−23.5% | Reduced |
| Accretive Wealth Partners, LLC | 4,952 | $595.6K | 0.17% | +308+6.6% | Added |
| S.A. Mason LLC | 4,960 | $596.6K | 0.22% | +9+0.2% | Added |
| Novak & Powell Financial Services, Inc. | 4,960 | $596.6K | 0.32% | +86+1.8% | Added |
| Roehl & Yi Investment Advisors, LLC | 4,963 | $596.9K | 0.22% | +422+9.3% | Added |
| Snowwater Investment Partners, LLC | 4,934 | $597.6K | 0.56% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 4,970 | $597.9K | 0.20% | +96+2.0% | Added |
| Investment Partners, Ltd. | 4,977 | $598.7K | 0.21% | −44−0.9% | Reduced |
| Element Wealth, LLC | 4,977 | $598.7K | 0.25% | −64−1.3% | Reduced |
| Stenger Family Office, LLC | 4,996 | $601.0K | 0.11% | −23−0.5% | Reduced |
| Indiana Trust & Investment Management CO | 4,996 | $601.0K | 0.19% | +37+0.7% | Added |
| Pavaki Capital Management LLC | 5,000 | $601.5K | 0.42% | 00.0% | Unchanged |
| Operose Advisors LLC | 5,030 | $605.1K | 0.14% | +329+7.0% | Added |
| Braeburn Wealth Management LLC | 5,046 | $607.0K | 0.35% | +87+1.8% | Added |
| Foster Group, Inc. | 5,049 | $607.3K | 0.02% | +113+2.3% | Added |
| FourThought Financial Partners, LLC | 5,057 | $608.4K | 0.05% | −116−2.2% | Reduced |
| Congress Park Capital LLC | 5,060 | $608.7K | 0.19% | −500−9.0% | Reduced |
| TSG Advice Partners, LLC | 5,062 | $608.9K | 0.09% | +187+3.8% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 5,065 | $609.3K | 0.50% | +20.0% | Added |
| Financial Solutions Advisory Group, Inc. | 5,069 | $609.7K | 0.08% | +5,069 | New |
| Lake Street Financial LLC | 5,084 | $611.5K | 0.08% | −119−2.3% | Reduced |
| Annex Advisory Services, LLC | 5,087 | $611.9K | 0.01% | −165−3.1% | Reduced |
| Elyxium Wealth, LLC | 5,090 | $612.2K | 0.20% | +850+20.0% | Added |
| Arcataur Capital Management LLC | 5,090 | $612.3K | 0.17% | −10−0.2% | Reduced |
| McLaughlin Asset Management, Inc. | 5,103 | $613.8K | 0.59% | −138−2.6% | Reduced |
| NFP Retirement, Inc. | 5,107 | $614.3K | 0.04% | −55−1.1% | Reduced |
| Werba Rubin Papier Wealth Management | 5,117 | $615.5K | 0.09% | +1,524+42.4% | Added |
| Successful Portfolios LLC | 5,205 | $615.5K | 0.34% | −1,394−21.1% | Reduced |
| Beacon Investment Advisors LLC | 5,121 | $616.0K | 0.23% | +10.0% | Added |
| Strathmore Capital Advisors, Inc. | 5,513 | $616.9K | 0.17% | +66+1.2% | Added |
| BIP Wealth, LLC | 5,129 | $616.9K | 0.03% | −17−0.3% | Reduced |
| Rosenberg Matthew Hamilton | 5,130 | $617.1K | 0.13% | +247+5.1% | Added |
| Royal Palms Capital LLC | 5,130 | $617.1K | 0.61% | +5,130 | New |