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 |
|---|---|---|---|---|---|
| Asset Advisory Group, Inc. | 5,765 | $693.5K | 0.35% | −10.0% | Reduced |
| Terry L. Blaker | 5,770 | $694.1K | 0.03% | −69−1.2% | Reduced |
| Victory Financial Group, LLC | 5,774 | $694.6K | 0.09% | +1,079+23.0% | Added |
| Clark Asset Management, LLC | 5,810 | $698.9K | 0.07% | +1,351+30.3% | Added |
| Eagle Bay Advisors LLC | 5,774 | $699.5K | 0.62% | +109+1.9% | Added |
| Sanders Morris Harris LLC | 5,827 | $700.9K | 0.11% | +5,827 | New |
| First Heartland Consultants, Inc. | 5,839 | $702.4K | 0.05% | +75+1.3% | Added |
| Boltwood Capital Management | 5,843 | $702.9K | 0.18% | +150+2.6% | Added |
| Nadler Financial Group, Inc. | 5,853 | $704.0K | 0.07% | +43+0.7% | Added |
| Lathrop Investment Management Corp | 5,866 | $706.0K | 0.13% | 00.0% | Unchanged |
| Select Asset Management & Trust | 5,876 | $707.0K | 0.22% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 5,882 | $707.5K | 0.10% | −343−5.5% | Reduced |
| Sterling Capital Management LLC | 5,887 | $708.1K | 0.01% | −83−1.4% | Reduced |
| Summitry LLC | 5,890 | $708.5K | 0.02% | +829+16.4% | Added |
| Wagner Wealth Management, LLC | 5,891 | $708.6K | 0.14% | +366+6.6% | Added |
| Canton Hathaway, LLC | 5,898 | $709.5K | 0.14% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 5,916 | $711.6K | 0.09% | −2,215−27.2% | Reduced |
| Chancellor Financial Group WB LP | 5,919 | $712.0K | 0.51% | −363−5.8% | Reduced |
| Retirement Income Solutions, Inc | 5,920 | $712.1K | 0.12% | −127−2.1% | Reduced |
| KDT Advisors, LLC | 5,926 | $712.8K | 1.14% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 5,928 | $713.0K | 0.08% | +61+1.0% | Added |
| Roxbury Financial LLC | 5,928 | $713.1K | 0.64% | +53+0.9% | Added |
| Mattern Wealth Management LLC | 5,933 | $713.7K | 0.14% | −100−1.7% | Reduced |
| Mill Creek Capital Advisors, LLC | 5,935 | $714.0K | 0.01% | −140−2.3% | Reduced |
| Greater Midwest Financial Group, LLC | 5,947 | $715.4K | 0.38% | +1,672+39.1% | Added |
| Southern Capital Advisors, LLC | 5,953 | $716.1K | 0.34% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 5,953 | $716.1K | 0.51% | −88−1.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 5,954 | $716.1K | 0.51% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 5,954 | $716.2K | 0.14% | −4,747−44.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,956 | $716.5K | 0.03% | −1,401−19.0% | Reduced |
| Cohen Capital Management, Inc. | 5,967 | $717.8K | 0.11% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 5,971 | $718.3K | 0.15% | +22+0.4% | Added |
| Alpha Family Trust | 5,975 | $718.7K | 0.35% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 5,991 | $720.3K | 0.57% | +675+12.7% | Added |
| Weatherly Asset Management L. P. | 5,954 | $720.4K | 0.06% | +25+0.4% | Added |
| Virtue Capital Management, LLC | 6,104 | $720.9K | 0.11% | +1,202+24.5% | Added |
| Capital International Inc | 6,008 | $722.7K | 0.01% | +6,008 | New |
| Maseco LLP | 6,014 | $723.6K | 0.02% | −137−2.2% | Reduced |
| New Covenant Trust Company, N.A. | 6,035 | $726.0K | 0.65% | +221+3.8% | Added |
| Steinberganna Wealth Management | 6,040 | $726.5K | 0.35% | +63+1.1% | Added |
| Third View Private Wealth, LLC | 6,046 | $727.3K | 0.10% | −373−5.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,059 | $728.0K | 0.19% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 6,057 | $728.6K | 0.06% | −17−0.3% | Reduced |
| Roberts Glore & Co Inc | 6,059 | $728.8K | 0.20% | +1,297+27.2% | Added |
| Innovative Asset Advisors Group, LLC | 6,036 | $731.1K | 0.42% | +6,036 | New |
| Brady Family Wealth, LLC | 6,081 | $731.5K | 0.23% | 00.0% | Unchanged |
| Prota Financial, LLC | 6,082 | $731.6K | 0.53% | −452−6.9% | Reduced |
| Acorn Wealth Advisors, LLC | 6,087 | $732.2K | 0.21% | +16+0.3% | Added |
| Traub Capital Management LLC | 6,114 | $735.5K | 0.73% | −806−11.6% | Reduced |
| Sutton Place Investors LLC | 6,115 | $735.6K | 0.40% | +61+1.0% | Added |
| Northstar Asset Management LLC | 6,130 | $737.4K | 0.17% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 6,131 | $737.5K | 0.43% | −315−4.9% | Reduced |
| Wingate Wealth Advisors, Inc. | 6,140 | $738.6K | 0.39% | −537−8.0% | Reduced |
| Banyan Capital Management, Inc. | 6,149 | $739.7K | 0.32% | +186+3.1% | Added |
| Westbourne Investments, Inc. | 6,153 | $740.2K | 0.35% | +510+9.0% | Added |
| Focused Alpha, LLC | 6,169 | $742.1K | 0.23% | +1,598+35.0% | Added |
| Destination Wealth Management | 6,187 | $744.2K | 0.02% | +1,853+42.8% | Added |
| Bigelow Investment Advisors, LLC | 6,203 | $746.2K | 0.30% | −511−7.6% | Reduced |
| Stokes Family Office, LLC | 6,205 | $746.4K | 0.08% | −691−10.0% | Reduced |
| Gray Private Wealth, LLC | 6,208 | $746.8K | 0.38% | 00.0% | Unchanged |
| Henderson Brothers Financial Partners, LLC | 6,215 | $747.6K | 0.19% | +6,215 | New |
| First Fiduciary Investment Counsel, Inc. | 6,218 | $748.0K | 0.15% | −1,900−23.4% | Reduced |
| Chase Investment Counsel Corp | 6,224 | $748.0K | 0.20% | +1,456+30.5% | Added |
| Old Second National Bank of Aurora | 6,222 | $748.4K | 0.15% | −300−4.6% | Reduced |
| St. Clair Advisors, LLC | 6,248 | $751.6K | 0.20% | −20−0.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,249 | $751.7K | 0.16% | +6,249 | New |
| Longfellow Investment Management Co LLC | 6,257 | $752.7K | 0.16% | −5,336−46.0% | Reduced |
| Investment Research Partners LLC | 6,261 | $753.1K | 0.31% | −449−6.7% | Reduced |
| Claris Financial LLC | 6,264 | $753.5K | 0.41% | +35+0.6% | Added |
| Aspire Growth Partners LLC | 6,276 | $754.9K | 0.52% | −202−3.1% | Reduced |
| SHP Wealth Management | 6,280 | $755.5K | 0.06% | +243+4.0% | Added |
| Certified Advisory Corp | 6,287 | $756.3K | 0.07% | +67+1.1% | Added |
| Investment Research & Advisory Group, Inc. | 6,221 | $756.3K | 0.27% | −524−7.8% | Reduced |
| Cardinal Point Capital Management, ULC | 6,290 | $756.6K | 0.05% | −100−1.6% | Reduced |
| Aspen Investment Management Inc | 6,299 | $758.0K | 0.23% | +330+5.5% | Added |
| Legacy Trust | 6,303 | $758.2K | 0.15% | +167+2.7% | Added |
| MFA Wealth Services | 6,327 | $761.1K | 0.50% | +101+1.6% | Added |
| Summit Wealth Group LLC | 6,335 | $762.1K | 0.08% | +1,379+27.8% | Added |
| Garrett Wealth Advisory Group, LLC | 6,365 | $765.6K | 0.14% | +1,712+36.8% | Added |
| Appleton Partners Inc | 6,368 | $766.0K | 0.05% | −928−12.7% | Reduced |
| Beacon Financial Group | 6,369 | $766.2K | 0.08% | +19+0.3% | Added |
| Hardy Reed LLC | 6,378 | $767.2K | 0.06% | −107−1.6% | Reduced |
| Addison Advisors LLC | 6,381 | $767.6K | 0.17% | +105+1.7% | Added |
| Allied Investment Advisors, LLC | 6,387 | $768.3K | 0.11% | −100−1.5% | Reduced |
| Hamilton Capital, LLC | 6,388 | $768.4K | 0.04% | +452+7.6% | Added |
| Asset One Wealth Management LLC | 6,827 | $768.4K | 0.09% | +533+8.5% | Added |
| F/M Investments LLC | 6,422 | $772.5K | 0.05% | −29,253−82.0% | Reduced |
| Lebenthal Global Advisors, LLC | 6,433 | $773.7K | 0.11% | −660−9.3% | Reduced |
| Bank of Nova Scotia Trust Co | 6,438 | $774.4K | 0.07% | +3,704+135.5% | Added |
| Summit Asset Management, LLC | 6,441 | $774.8K | 0.11% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 6,445 | $775.3K | 0.36% | −13−0.2% | Reduced |
| TFR Capital, LLC. | 6,448 | $775.6K | 0.24% | +654+11.3% | Added |
| one8zero8, LLC | 6,460 | $777.1K | 0.17% | −359−5.3% | Reduced |
| Capstone Investment Advisors, LLC | 6,472 | $778.5K | 0.01% | −25,432−79.7% | Reduced |
| Tiemann Investment Advisors, LLC | 6,492 | $780.9K | 0.31% | −332−4.9% | Reduced |
| Caption Management, LLC | 6,500 | $781.9K | 0.04% | −120,000−94.9% | Reduced |
| Semus Wealth Partners LLC | 6,506 | $782.6K | 0.44% | −4−0.1% | Reduced |
| PKS Advisory Services, LLC | 6,653 | $783.0K | 0.18% | −399−5.7% | Reduced |
| Riversedge Advisors, LLC | 6,525 | $784.9K | 0.13% | +313+5.0% | Added |
| Alliance Private Wealth, LLC | 6,541 | $786.8K | 0.28% | +141+2.2% | Added |