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 |
|---|---|---|---|---|---|
| Vicus Capital | 5,132 | $617.4K | 0.05% | −20−0.4% | Reduced |
| Seven Mile Advisory | 5,133 | $617.4K | 0.45% | −2,379−31.7% | Reduced |
| Topsail Wealth Management, LLC | 5,101 | $617.9K | 0.09% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 5,138 | $618.0K | 0.50% | −517−9.1% | Reduced |
| Madson Wealth Advisors Inc | 5,146 | $619.0K | 0.51% | +5,146 | New |
| Womack Financial LLC | 5,176 | $622.6K | 0.46% | +207+4.2% | Added |
| Beto Financial Group, LLC | 5,547 | $622.9K | 0.36% | +10+0.2% | Added |
| Galvin, Gaustad & Stein, LLC | 5,186 | $623.9K | 0.05% | +210+4.2% | Added |
| Carr Financial Group Corp | 5,190 | $624.3K | 0.16% | +58+1.1% | Added |
| Corecam AG | 5,196 | $625.0K | 0.56% | −112−2.1% | Reduced |
| Vivaldi Capital Management, LLC | 5,197 | $625.1K | 0.09% | +172+3.4% | Added |
| Arsenal Capital Advisors LLC | 5,164 | $625.5K | 0.45% | +249+5.1% | Added |
| Midland Wealth Advisors LLC | 5,203 | $625.9K | 0.03% | −85−1.6% | Reduced |
| Core Wealth Advisors, Inc. | 5,206 | $626.2K | 0.15% | +1,638+45.9% | Added |
| Cfo Capital Management LLC | 5,216 | $627.4K | 0.52% | −628−10.7% | Reduced |
| Rialto Wealth Management, LLC | 5,225 | $628.5K | 0.14% | +47+0.9% | Added |
| Mendel Capital Management LLC | 5,234 | $629.6K | 0.32% | +5,234 | New |
| MEMBERS Trust Co | 5,259 | $632.6K | 0.02% | −157−2.9% | Reduced |
| EJMK Ventures LLC | 5,266 | $633.5K | 0.35% | −401−7.1% | Reduced |
| Floyd Financial Group LLC | 5,376 | $633.8K | 0.42% | +37+0.7% | Added |
| Fielder Capital Group LLC | 5,269 | $633.9K | 0.14% | −4,298−44.9% | Reduced |
| SeaBridge Investment Advisors LLC | 5,280 | $635.1K | 0.11% | 00.0% | Unchanged |
| First National Bank | 5,284 | $635.6K | 0.32% | 00.0% | Unchanged |
| Steadtrust LLC | 5,297 | $637.2K | 0.36% | −74−1.4% | Reduced |
| Easterly Investment Partners LLC | 5,300 | $637.5K | 0.05% | −57,493−91.6% | Reduced |
| Garner Asset Management Corp | 5,317 | $639.6K | 0.25% | −122−2.2% | Reduced |
| Zevin Asset Management LLC | 5,318 | $639.7K | 0.09% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 5,325 | $640.5K | 0.47% | 00.0% | Unchanged |
| Clark Wealth Partners | 5,289 | $640.6K | 0.43% | +491+10.2% | Added |
| Hummer Financial Advisory Services Inc | 5,289 | $640.7K | 0.45% | +100+1.9% | Added |
| Second Line Capital, LLC | 5,874 | $641.3K | 0.12% | +224+4.0% | Added |
| Revolve Wealth Partners, LLC | 5,333 | $641.4K | 0.08% | +369+7.4% | Added |
| Perennial Investment Advisors, LLC | 5,336 | $642.1K | 0.05% | +675+14.5% | Added |
| Lecap Asset Management Ltd | 5,352 | $643.8K | 0.24% | +5,352 | New |
| Woodward Financial Advisors, Inc. | 5,455 | $644.2K | 0.25% | 00.0% | Unchanged |
| Summa Corp. | 5,360 | $644.8K | 0.27% | 00.0% | Unchanged |
| Green Ridge Wealth Planning LLC | 5,370 | $646.0K | 0.34% | −135−2.5% | Reduced |
| Baldwin Investment Management, LLC | 5,370 | $646.0K | 0.08% | 00.0% | Unchanged |
| Congress Asset Management Co | 5,371 | $646.1K | 0.00% | −565−9.5% | Reduced |
| Ironwood Financial, llc | 5,395 | $649.0K | 0.11% | 00.0% | Unchanged |
| Penobscot Wealth Management | 5,408 | $650.5K | 0.19% | −17−0.3% | Reduced |
| O'Rourke & Company, Inc | 5,415 | $651.4K | 0.26% | +11+0.2% | Added |
| Worthington Financial Partners, LLC | 5,416 | $651.5K | 0.56% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5,426 | $652.7K | 0.08% | −362−6.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,440 | $653.0K | 0.20% | +25+0.5% | Added |
| JNBA Financial Advisors | 5,441 | $654.5K | 0.05% | −299−5.2% | Reduced |
| Ponta Wealth Partners, LLC | 5,447 | $655.2K | 0.53% | +105+2.0% | Added |
| Resurgent Financial Advisors LLC | 5,453 | $655.9K | 0.24% | +1,749+47.2% | Added |
| Dempze Nancy E | 5,455 | $656.2K | 0.36% | −750−12.1% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 5,421 | $656.7K | 0.14% | +160+3.0% | Added |
| Alteri Wealth LLC | 5,460 | $656.8K | 0.21% | +1,785+48.6% | Added |
| Clear Wave Wealth Management LLC | 5,465 | $657.4K | 0.17% | +5,465 | New |
| Farmers Trust Co | 5,468 | $657.7K | 0.10% | −292−5.1% | Reduced |
| Wedge Capital Management L L P | 5,469 | $657.9K | 0.01% | +497+10.0% | Added |
| Western Financial Corp | 5,484 | $659.7K | 0.26% | +5,484 | New |
| Trail Ridge Investment Advisors, LLC | 5,493 | $660.8K | 0.29% | −107−1.9% | Reduced |
| Hills Bank & Trust Co | 5,493 | $660.8K | 0.03% | +1,120+25.6% | Added |
| Henshaw Capital LLC | 5,500 | $661.6K | 0.02% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 5,504 | $662.1K | 0.58% | −786−12.5% | Reduced |
| Gemmer Asset Management LLC | 5,508 | $662.6K | 0.05% | +793+16.8% | Added |
| Crew Capital Management, Ltd. | 5,509 | $662.7K | 0.44% | +118+2.2% | Added |
| Crescent Sterling, Ltd. | 5,519 | $663.9K | 0.64% | +304+5.8% | Added |
| Michael B. Yongue | 5,522 | $664.2K | 0.48% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 5,523 | $664.4K | 0.49% | +5,523 | New |
| Keyvantage Wealth, LLC | 5,529 | $665.1K | 0.29% | +1,136+25.9% | Added |
| Hill Investment Group Partners, LLC | 5,530 | $665.2K | 0.07% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 5,533 | $665.6K | 0.49% | +750+15.7% | Added |
| Leigh Baldwin & Co., LLC | 5,564 | $669.3K | 0.43% | −4−0.1% | Reduced |
| Good Steward Wealth Advisors,LLC | 5,578 | $671.0K | 0.43% | +327+6.2% | Added |
| Bangor Savings Bank | 5,597 | $673.3K | 0.05% | −112−2.0% | Reduced |
| Shayne & Co., LLC | 5,611 | $674.9K | 0.21% | 00.0% | Unchanged |
| Holistic Planning, LLC | 5,616 | $675.6K | 0.13% | −188−3.2% | Reduced |
| American Capital Advisory, LLC | 5,617 | $675.7K | 0.27% | −222−3.8% | Reduced |
| Beta Wealth Group, Inc. | 5,620 | $676.0K | 0.28% | +401+7.7% | Added |
| PCG Asset Management, LLC | 5,587 | $676.8K | 0.54% | −60−1.1% | Reduced |
| Invenio Wealth Partners LLC | 5,632 | $677.5K | 0.27% | −1,278−18.5% | Reduced |
| Phoenix Wealth Advisors | 5,633 | $677.6K | 0.27% | −91−1.6% | Reduced |
| American Alpha Advisors, LLC | 5,641 | $678.6K | 0.40% | −411−6.8% | Reduced |
| Delta Investment Management, LLC | 5,643 | $678.7K | 0.12% | −122−2.1% | Reduced |
| First Growth Capital LLC | 5,631 | $680.5K | 0.62% | 00.0% | Unchanged |
| Verdad Advisers, LP | 5,660 | $680.8K | 0.77% | −5,986−51.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,664 | $681.4K | 0.02% | −607−9.7% | Reduced |
| Lazari Capital Management, Inc. | 5,666 | $681.6K | 0.24% | −140−2.4% | Reduced |
| Pring Turner Capital Group Inc | 6,485 | $682.6K | 0.41% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 5,675 | $682.6K | 0.05% | +320+6.0% | Added |
| Brucke Financial, Inc. | 5,675 | $682.6K | 0.35% | +1,726+43.7% | Added |
| K2 Principal Fund, L.P. | 5,684 | $683.7K | 0.07% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 5,685 | $683.8K | 0.30% | +148+2.7% | Added |
| Ifrah Financial Services, Inc. | 5,694 | $685.0K | 0.18% | −115−2.0% | Reduced |
| Atticus Wealth Management, LLC | 5,700 | $685.7K | 0.19% | +27+0.5% | Added |
| Argonautica Private Wealth Management, Inc | 5,706 | $686.4K | 0.21% | +78+1.4% | Added |
| Cohen Investment Advisors LLC | 5,721 | $688.2K | 0.33% | −10−0.2% | Reduced |
| Trifecta Capital Advisors, LLC | 5,723 | $688.4K | 0.11% | 00.0% | Unchanged |
| Foundation Wealth Management, LLC | 5,727 | $688.9K | 0.24% | −12−0.2% | Reduced |
| Townsend Asset Management Corp | 5,729 | $689.1K | 0.25% | +17+0.3% | Added |
| Bath Savings Trust Co | 5,733 | $689.6K | 0.07% | −400−6.5% | Reduced |
| Insight 2811, Inc. | 5,737 | $690.1K | 0.30% | −673−10.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,747 | $691.3K | 0.02% | +896+18.5% | Added |
| Lionshead Wealth Management, LLC | 5,710 | $691.7K | 0.51% | +6+0.1% | Added |
| Demars Financial Group, LLC | 5,753 | $692.1K | 0.23% | +40+0.7% | Added |