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 |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | 6,544 | $787.2K | 0.01% | +6,544 | New |
| First Western Trust Bank | 6,581 | $791.6K | 0.04% | +208+3.3% | Added |
| TrueWealth Advisors, LLC | 6,584 | $792.0K | 0.20% | +4,433+206.1% | Added |
| Trueblood Wealth Management, LLC | 6,591 | $792.8K | 0.31% | −952−12.6% | Reduced |
| Curtis Advisory Group, LLC | 6,600 | $793.9K | 0.17% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 6,558 | $794.4K | 0.36% | −14−0.2% | Reduced |
| Arista Wealth Management, LLC | 6,606 | $794.6K | 0.10% | +76+1.2% | Added |
| Traphagen Investment Advisors LLC | 6,615 | $795.7K | 0.06% | −541−7.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 6,629 | $797.5K | 0.02% | −1,243−15.8% | Reduced |
| Beacon Financial Advisory LLC | 6,631 | $797.7K | 0.18% | −12,891−66.0% | Reduced |
| Granite Investment Partners, LLC | 6,632 | $797.8K | 0.05% | +42+0.6% | Added |
| LOM Asset Management Ltd | 6,635 | $798.1K | 0.23% | +372+5.9% | Added |
| Quantum Financial Advisors, LLC | 6,635 | $798.1K | 0.09% | +858+14.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,637 | $798.4K | 0.05% | −673−9.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 6,640 | $798.7K | 0.17% | −2,433−26.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 6,651 | $800.0K | 0.19% | −1,469−18.1% | Reduced |
| SmartHarvest Portfolios, LLC | 6,660 | $801.1K | 0.33% | −1,331−16.7% | Reduced |
| Wealth Preservation Advisors, LLC | 6,668 | $802.1K | 0.67% | −525−7.3% | Reduced |
| Triad Wealth Partners, LLC | 6,686 | $804.3K | 0.06% | +851+14.6% | Added |
| Davidson Trust Co | 6,717 | $808.0K | 0.35% | +1,259+23.1% | Added |
| Golden State Wealth Management, LLC | 6,725 | $809.0K | 0.09% | −399−5.6% | Reduced |
| Planned Solutions, Inc. | 6,726 | $809.1K | 0.27% | +90+1.4% | Added |
| Journey Retirement Planning & Investment Management LLC | 6,730 | $809.6K | 0.71% | −31,730−82.5% | Reduced |
| BCS Private Wealth Management, Inc. | 6,687 | $810.1K | 0.25% | +45+0.7% | Added |
| Monticello Wealth Management, LLC | 6,719 | $810.4K | 0.05% | −375−5.3% | Reduced |
| Investment Management Corp | 6,749 | $811.9K | 0.70% | +356+5.6% | Added |
| Cox Capital Mgt LLC | 6,755 | $812.5K | 0.54% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 6,771 | $814.5K | 0.12% | +2,601+62.4% | Added |
| Eldridge Investment Advisors, Inc. | 6,793 | $817.2K | 0.18% | −1,074−13.7% | Reduced |
| Tradewinds, LLC. | 7,287 | $817.3K | 0.26% | +24+0.3% | Added |
| Atlas Capital Advisors LLC | 6,797 | $817.6K | 0.09% | +805+13.4% | Added |
| Carl P. Sherr & Co., LLC | 6,797 | $817.7K | 0.38% | +400+6.3% | Added |
| Agate Pass Investment Management, LLC | 6,800 | $818.0K | 0.32% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 6,810 | $819.2K | 0.16% | −421−5.8% | Reduced |
| Ridgecrest Wealth Partners, LLC | 6,838 | $822.5K | 0.45% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,839 | $822.7K | 0.12% | −8,929−56.6% | Reduced |
| Peoples Bank | 6,841 | $822.9K | 0.51% | −204−2.9% | Reduced |
| Onefund, LLC | 6,823 | $824.3K | 0.53% | −596−8.0% | Reduced |
| Townsend & Associates, Inc | 7,314 | $825.7K | 0.07% | 00.0% | Unchanged |
| Ignite Planners, LLC | 6,855 | $826.3K | 0.13% | +393+6.1% | Added |
| Pictet North America Advisors SA | 6,875 | $827.0K | 0.08% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 6,880 | $827.6K | 0.07% | −220−3.1% | Reduced |
| Embree Financial Group | 6,885 | $828.2K | 0.10% | +1,968+40.0% | Added |
| TCFG Wealth Management, LLC | 6,902 | $830.3K | 0.31% | −65−0.9% | Reduced |
| TCFG Investment Advisors, LLC | 6,902 | $830.3K | 0.31% | +6,902 | New |
| Asset Management Group, Inc. | 6,915 | $831.8K | 0.13% | +191+2.8% | Added |
| Bedel Financial Consulting, Inc. | 6,929 | $833.4K | 0.10% | +4+0.1% | Added |
| Centennial Bank | 6,929 | $833.5K | 0.30% | −383−5.2% | Reduced |
| Washington Capital Management Inc | 6,933 | $834.0K | 0.70% | −100−1.4% | Reduced |
| Morton Capital Management LLC | 6,933 | $834.0K | 0.12% | −304−4.2% | Reduced |
| Park Place Capital Corp | 6,935 | $834.2K | 0.17% | −7,279−51.2% | Reduced |
| Tempus Wealth Planning, LLC | 6,937 | $834.4K | 0.19% | +64+0.9% | Added |
| Balboa Wealth Partners | 6,947 | $835.6K | 0.14% | +383+5.8% | Added |
| Fort Point Capital Partners LLC | 6,908 | $836.8K | 0.11% | +43+0.6% | Added |
| Arrow Financial Corp | 6,965 | $837.8K | 0.08% | −30−0.4% | Reduced |
| Cove Private Wealth, LLC | 6,965 | $837.8K | 0.19% | +424+6.5% | Added |
| Wellington Shields Capital Management, LLC | 6,974 | $838.9K | 0.13% | −129−1.8% | Reduced |
| RFP Financial Group LLC | 6,980 | $839.6K | 0.46% | −704−9.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 6,984 | $840.1K | 0.21% | +957+15.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 7,016 | $843.9K | 0.23% | +13+0.2% | Added |
| Curat Global, LLC | 7,017 | $844.1K | 0.83% | −410−5.5% | Reduced |
| JT Stratford LLC | 7,035 | $846.2K | 0.11% | −3,877−35.5% | Reduced |
| LifePlan Financial, LLC | 7,039 | $846.7K | 0.63% | −97−1.4% | Reduced |
| SOA Wealth Advisors, LLC. | 7,046 | $847.5K | 0.16% | +519+8.0% | Added |
| Duncan Williams Asset Management, LLC | 7,052 | $848.3K | 0.24% | −222−3.1% | Reduced |
| Cetera Trust Company, N.A | 7,054 | $848.5K | 0.48% | 00.0% | Unchanged |
| Old Port Advisors | 7,057 | $848.9K | 0.20% | +289+4.3% | Added |
| Resolute Wealth Strategies, LLC | 7,074 | $850.9K | 0.37% | +29+0.4% | Added |
| Cowa, LLC | 7,085 | $852.3K | 0.23% | +2,293+47.9% | Added |
| Strategic Investment Advisors | 7,088 | $852.6K | 0.06% | +7,088 | New |
| Brindle & Bay Financial Advisors, LLC | 7,089 | $852.7K | 0.52% | −302−4.1% | Reduced |
| Crews Bank & Trust | 7,121 | $856.6K | 0.12% | +28+0.4% | Added |
| Thayer Partners, LLC | 7,124 | $856.9K | 0.41% | −73−1.0% | Reduced |
| M.E. Allison & Co., Inc. | 7,144 | $859.4K | 0.57% | −499−6.5% | Reduced |
| Affinity Investment Advisors, LLC | 7,145 | $859.5K | 0.54% | −5,415−43.1% | Reduced |
| Cercano Management LLC | 7,156 | $860.8K | 0.04% | 00.0% | Unchanged |
| Financial Harvest, LLC | 7,158 | $861.0K | 0.51% | −45−0.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 7,068 | $861.8K | 0.07% | −4,444−38.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,174 | $862.9K | 0.41% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 7,179 | $863.6K | 0.43% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 7,189 | $864.8K | 0.18% | +232+3.3% | Added |
| Burns J W & Co Inc | 7,199 | $865.9K | 0.10% | −821−10.2% | Reduced |
| Focused Wealth Management, Inc | 7,200 | $866.1K | 0.09% | +203+2.9% | Added |
| Advisory Alpha, LLC | 7,203 | $866.7K | 0.02% | +33+0.5% | Added |
| Axiom Investment Management LLC | 7,217 | $868.2K | 0.66% | +7,217 | New |
| Neumann Capital Management, LLC | 7,227 | $869.3K | 0.26% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 7,231 | $869.8K | 0.18% | +280+4.0% | Added |
| Retirement Planning Group | 7,239 | $870.8K | 0.03% | +916+14.5% | Added |
| Wrapmanager Inc | 7,253 | $872.5K | 0.30% | +533+7.9% | Added |
| Grace & White Inc | 7,267 | $874.1K | 0.15% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 7,270 | $874.5K | 0.05% | +1,246+20.7% | Added |
| US Asset Management LLC | 7,277 | $875.4K | 0.76% | −39−0.5% | Reduced |
| Bogart Wealth, LLC | 7,284 | $876.2K | 0.03% | +104+1.4% | Added |
| BCJ Capital Management, LLC | 7,293 | $877.2K | 0.05% | +407+5.9% | Added |
| Gluskin Sheff & Assoc Inc | 7,295 | $877.5K | 0.15% | +7,295 | New |
| Systematic Financial Management LP | 7,300 | $878.1K | 0.02% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $878.1K | 0.02% | 00.0% | Unchanged |
| May Hill Capital, LLC | 7,308 | $879.1K | 0.22% | +1,898+35.1% | Added |
| G&S Capital LLC | 7,327 | $881.3K | 0.31% | −159−2.1% | Reduced |
| Sunbeam Capital Management, LLC | 7,331 | $881.8K | 0.50% | +232+3.3% | Added |