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 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $196.9B |
| Q3 2024 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Yoffe Investment Management, LLC | 7,341 | $883.0K | 1.13% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 7,946 | $884.2K | 0.33% | +20+0.3% | Added |
| Magnus Financial Group LLC | 7,376 | $887.3K | 0.07% | −2,107−22.2% | Reduced |
| Investment Advisory Services Inc | 7,381 | $887.9K | 0.28% | +155+2.1% | Added |
| Rossby Financial, LCC | 7,355 | $888.8K | 0.19% | +3,631+97.5% | Added |
| Cross Staff Investments Inc | 7,397 | $889.8K | 0.59% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 7,399 | $890.0K | 0.26% | +200+2.8% | Added |
| Key Client Fiduciary Advisors, LLC | 7,403 | $890.5K | 0.31% | +530+7.7% | Added |
| USA Financial Portformulas Corp | 7,410 | $891.3K | 0.17% | +7,410 | New |
| Barlow Wealth Partners, Inc. | 7,490 | $891.8K | 0.10% | −50−0.7% | Reduced |
| West Branch Capital LLC | 7,432 | $894.0K | 0.24% | +2,209+42.3% | Added |
| Knightsbridge Asset Management, LLC | 7,463 | $897.7K | 0.12% | +47+0.6% | Added |
| Red Wave Investments LLC | 7,476 | $899.3K | 0.27% | −60−0.8% | Reduced |
| VectorGlobal IAG, Inc. | 7,485 | $900.4K | 0.23% | +7,485 | New |
| Gladius Capital Management LP | 7,500 | $902.2K | 0.69% | +7,500 | New |
| Pioneer Trust Bank N A | 7,503 | $902.5K | 0.22% | +626+9.1% | Added |
| Winthrop Advisory Group LLC | 7,451 | $902.6K | 0.07% | −1,026−12.1% | Reduced |
| Kaufman Rossin Wealth, LLC | 7,506 | $902.9K | 0.52% | −198−2.6% | Reduced |
| Port Capital LLC | 7,508 | $903.1K | 0.04% | −75−1.0% | Reduced |
| Ellenbecker Investment Group | 7,514 | $903.9K | 0.12% | +561+8.1% | Added |
| Income Insurance Ltd | 7,530 | $905.8K | 0.62% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 7,533 | $906.2K | 0.14% | +19+0.3% | Added |
| Cromwell Holdings LLC | 7,482 | $906.4K | 0.51% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 10,277 | $908.1K | 0.23% | −172−1.6% | Reduced |
| Financial Consulate, Inc | 7,558 | $909.1K | 0.11% | −1,145−13.2% | Reduced |
| West Paces Advisors Inc. | 7,577 | $911.5K | 0.18% | −145−1.9% | Reduced |
| Tevis Investment Management | 7,529 | $912.1K | 0.52% | −497−6.2% | Reduced |
| IFG Advisors, LLC | 7,609 | $915.3K | 0.15% | +1,531+25.2% | Added |
| Willner & Heller, LLC | 7,634 | $918.2K | 0.68% | −20−0.3% | Reduced |
| Lesa Sroufe & Co | 9,067 | $921.0K | 0.63% | +3,967+77.8% | Added |
| Sweeney & Michel, LLC | 7,689 | $923.9K | 0.27% | +30+0.4% | Added |
| 17 Capital Partners, LLC | 7,704 | $926.7K | 0.48% | +100+1.3% | Added |
| Harvest Fund Management Co., Ltd | 7,708 | $927.0K | 0.04% | +7,664+17,418.2% | Added |
| Bank of Stockton | 7,712 | $927.7K | 0.29% | +1,310+20.5% | Added |
| Mosaic Financial Group, LLC | 7,714 | $928.0K | 0.66% | +318+4.3% | Added |
| Edgewood Management LLC | 7,718 | $928.4K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 7,731 | $930.0K | 0.06% | +4,165+116.8% | Added |
| Prepared Retirement Institute LLC | 7,745 | $931.7K | 0.46% | −24−0.3% | Reduced |
| Perkins Capital Management Inc | 7,750 | $932.2K | 0.87% | −1,000−11.4% | Reduced |
| Lighthouse Financial Services Inc | 7,780 | $933.2K | 0.21% | −1,948−20.0% | Reduced |
| Cambridge Advisors Inc. | 7,796 | $937.8K | 0.18% | +12+0.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,748 | $938.5K | 0.27% | +334+4.5% | Added |
| ProVise Management Group, LLC | 7,818 | $940.4K | 0.07% | −639−7.6% | Reduced |
| Renaissance Investment Group LLC | 7,833 | $942.2K | 0.20% | −555−6.6% | Reduced |
| Karani Asset Management LLC | 7,836 | $942.6K | 0.83% | −2,384−23.3% | Reduced |
| KPP Advisory Services LLC | 7,847 | $943.9K | 0.14% | −1,056−11.9% | Reduced |
| Ames National Corp | 7,854 | $944.0K | 0.57% | −250−3.1% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $944.8K | 0.04% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 8,961 | $945.0K | 0.67% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 7,865 | $946.0K | 0.06% | +670+9.3% | Added |
| King Wealth | 7,895 | $950.0K | 0.12% | 00.0% | Unchanged |
| Rexford Capital Inc | 7,902 | $950.5K | 0.68% | +103+1.3% | Added |
| Orion Capital Management LLC | 7,906 | $951.0K | 0.33% | −104−1.3% | Reduced |
| Charles Schwab Trust Co | 7,920 | $952.6K | 0.06% | −694−8.1% | Reduced |
| Greenwich Wealth Management LLC | 7,921 | $953.0K | 0.04% | −137−1.7% | Reduced |
| Orca Wealth Management, LLC | 7,946 | $955.8K | 0.68% | +34+0.4% | Added |
| Northwest Wealth Management, LLC | 7,953 | $956.6K | 0.14% | +138+1.8% | Added |
| Builder Investment Group Inc | 7,961 | $957.7K | 0.21% | +6+0.1% | Added |
| Virtus Family Office LLC | 7,906 | $958.0K | 0.82% | −369−4.5% | Reduced |
| Professional Advisory Services Inc | 7,972 | $959.0K | 0.13% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 7,934 | $961.2K | 0.09% | +633+8.7% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,018 | $964.4K | 0.28% | −12−0.1% | Reduced |
| denkapparat Operations GmbH | 8,044 | $967.6K | 0.40% | −7,838−49.4% | Reduced |
| Staley Capital Advisers Inc | 8,045 | $967.7K | 0.04% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 8,060 | $969.5K | 0.15% | +434+5.7% | Added |
| Amussen Hunsaker Associates LLC | 8,070 | $970.7K | 0.10% | +73+0.9% | Added |
| CFM Wealth Partners LLC | 8,071 | $970.9K | 0.15% | −100−1.2% | Reduced |
| Yarger Wealth Strategies, LLC | 8,084 | $972.5K | 0.39% | +1,178+17.1% | Added |
| Wilkinson Global Asset Management LLC | 8,090 | $973.1K | 0.07% | −115−1.4% | Reduced |
| Beaumont Asset Management, L.L.C. | 8,090 | $973.2K | 0.44% | +73+0.9% | Added |
| Hudson Valley Investment Advisors Inc | 8,125 | $977.3K | 0.13% | −150−1.8% | Reduced |
| Cim Investment Mangement Inc | 8,140 | $979.2K | 0.26% | −37−0.5% | Reduced |
| Legacy Advisors, LLC | 8,084 | $979.3K | 0.12% | −7−0.1% | Reduced |
| Sittner & Nelson, LLC | 8,147 | $980.1K | 0.36% | −65−0.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8,133 | $980.7K | 0.16% | −575−6.6% | Reduced |
| Barton Investment Management | 8,158 | $981.3K | 0.12% | 00.0% | Unchanged |
| Advisor Resource Council | 8,163 | $981.9K | 0.39% | +385+4.9% | Added |
| Glen Eagle Advisors, LLC | 8,168 | $982.5K | 0.14% | +302+3.8% | Added |
| Capital Advantage, Inc. | 8,173 | $983.2K | 0.13% | −300−3.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,188 | $985.0K | 0.42% | +250+3.1% | Added |
| Basecamp Wealth Advisors LLC | 8,202 | $986.7K | 0.20% | +136+1.7% | Added |
| Sage Mountain Advisors LLC | 8,218 | $988.5K | 0.07% | −20,868−71.7% | Reduced |
| Clear Street Markets LLC | 8,238 | $990.9K | 0.48% | −21,563−72.4% | Reduced |
| Crescent Grove Advisors, LLC | 8,184 | $991.4K | 0.10% | +40.0% | Added |
| Ethos Financial Group, LLC | 8,144 | $991.5K | 0.07% | +16+0.2% | Added |
| Capstone Financial Advisors, Inc. | 8,244 | $991.7K | 0.05% | −619−7.0% | Reduced |
| Interchange Capital Partners, LLC | 10,573 | $992.7K | 0.32% | −2,666−20.1% | Reduced |
| Northern Financial Advisors Inc | 8,255 | $993.0K | 0.72% | +3,574+76.4% | Added |
| GenTrust, LLC | 8,207 | $994.5K | 0.04% | −23−0.3% | Reduced |
| McRae Capital Management Inc | 8,269 | $994.7K | 0.21% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 8,271 | $994.9K | 0.12% | +1,242+17.7% | Added |
| T. Rowe Price Investment Management, Inc. | 8,270 | $995.0K | 0.00% | +8,270 | New |
| Defiance ETFs, LLC | 8,281 | $996.1K | 0.01% | +8,281 | New |
| Wealth Alliance Advisory Group, LLC | 8,290 | $997.2K | 0.16% | +89+1.1% | Added |
| Compass Capital Corp | 8,956 | $998.9K | 0.36% | +60+0.7% | Added |
| Hartford Funds Management Co LLC | 8,304 | $999.0K | 0.09% | +335+4.2% | Added |
| InvesTrust | 8,311 | $999.7K | 0.42% | −50−0.6% | Reduced |
| Wakefield Asset Management LLLP | 8,331 | $1.00M | 0.27% | 00.0% | Unchanged |
| Sym Financial Corp | 8,336 | $1.00M | 0.10% | +39+0.5% | Added |
| Financial Engines Advisors L.L.C. | 8,345 | $1.00M | 0.00% | −115−1.4% | Reduced |