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 |
|---|---|---|---|---|---|
| Channel Wealth LLC | 8,353 | $1.00M | 0.24% | +2,470+42.0% | Added |
| Benchmark Financial Wealth Advisors, LLC | 8,360 | $1.01M | 0.28% | +1,896+29.3% | Added |
| Strategic Advisors LLC | 8,359 | $1.01M | 0.17% | −393−4.5% | Reduced |
| Verus Capital Partners, LLC | 8,378 | $1.01M | 0.07% | +329+4.1% | Added |
| Maple Capital Management, Inc. | 8,393 | $1.01M | 0.07% | −825−8.9% | Reduced |
| Berger Financial Group, Inc | 8,427 | $1.01M | 0.06% | +137+1.7% | Added |
| Matrix Private Capital Group LLC | 8,376 | $1.01M | 0.49% | −69−0.8% | Reduced |
| Central Pacific Bank - Trust Division | 8,437 | $1.01M | 0.13% | +3,820+82.7% | Added |
| Greenfield Savings Bank | 8,442 | $1.02M | 0.43% | +1,096+14.9% | Added |
| YHB Investment Advisors, Inc. | 8,448 | $1.02M | 0.07% | +100+1.2% | Added |
| Old North State Trust, LLC | 8,463 | $1.02M | 0.60% | −166−1.9% | Reduced |
| Generation Capital Management LLC | 8,471 | $1.02M | 0.74% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 8,473 | $1.02M | 0.11% | +666+8.5% | Added |
| Great Diamond Partners, LLC | 8,476 | $1.02M | 0.20% | −154−1.8% | Reduced |
| Cooper Financial Group | 8,518 | $1.02M | 0.10% | +1,978+30.2% | Added |
| Weinberger Asset Management, Inc | 8,520 | $1.02M | 0.38% | −75−0.9% | Reduced |
| Chiron Capital Management, LLC | 8,539 | $1.03M | 1.05% | +8,539 | New |
| Northcape Wealth Management, LLC | 8,561 | $1.03M | 0.28% | +25+0.3% | Added |
| Bank of New Hampshire | 8,563 | $1.03M | 0.24% | −470−5.2% | Reduced |
| Sagewood Asset Management LP | 8,566 | $1.03M | 0.32% | +2,119+32.9% | Added |
| Pettee Investors, Inc. | 9,465 | $1.03M | 0.53% | +592+6.7% | Added |
| Coston, McIsaac & Partners | 8,604 | $1.03M | 0.23% | −817−8.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 8,610 | $1.04M | 0.05% | −58−0.7% | Reduced |
| Whalen Wealth Management Inc. | 8,611 | $1.04M | 0.55% | +1,182+15.9% | Added |
| J. R. Prunier Capital Management LLC | 8,619 | $1.04M | 0.44% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 8,620 | $1.04M | 0.06% | −125−1.4% | Reduced |
| Somerset Trust Co | 8,620 | $1.04M | 0.32% | +30.0% | Added |
| Sara-Bay Financial | 8,632 | $1.04M | 0.32% | −314−3.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 8,638 | $1.04M | 0.12% | +254+3.0% | Added |
| Roman Butler Fullerton & Co | 8,451 | $1.04M | 0.29% | +54+0.6% | Added |
| Lakeshore Capital Group, Inc. | 8,660 | $1.04M | 0.85% | +175+2.1% | Added |
| Stonebridge Financial Group, LLC | 8,666 | $1.04M | 0.09% | +843+10.8% | Added |
| Aegis Wealth Management, Inc. | 8,686 | $1.04M | 0.82% | −25−0.3% | Reduced |
| General Partner, Inc. | 8,686 | $1.04M | 0.64% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 8,626 | $1.04M | 0.07% | −234−2.6% | Reduced |
| Intrua Financial, LLC | 8,701 | $1.05M | 0.11% | +97+1.1% | Added |
| AssuredPartners Investment Advisors, LLC | 8,728 | $1.05M | 0.11% | −3,604−29.2% | Reduced |
| Athena Investment Management | 8,777 | $1.06M | 0.55% | 00.0% | Unchanged |
| Promethium Advisors,llc | 8,728 | $1.06M | 0.55% | +2,000+29.7% | Added |
| Reliant Investment Partners, LLC | 8,792 | $1.06M | 0.88% | +8+0.1% | Added |
| Mendel Money Management | 8,796 | $1.06M | 0.44% | −254−2.8% | Reduced |
| COFG Advisors, LLC | 8,797 | $1.06M | 0.26% | +388+4.6% | Added |
| Larry Mathis Financial Planning, LLC | 8,803 | $1.06M | 0.95% | −249−2.8% | Reduced |
| First Business Financial Services, Inc. | 8,804 | $1.06M | 0.09% | 00.0% | Unchanged |
| New Republic Capital, LLC | 8,749 | $1.06M | 0.36% | −3,664−29.5% | Reduced |
| Hikari Tsushin, Inc. | 8,812 | $1.06M | 0.07% | 00.0% | Unchanged |
| Adirondack Trust Co | 8,819 | $1.06M | 0.36% | −195−2.2% | Reduced |
| VisionPoint Advisory Group, LLC | 8,819 | $1.06M | 0.20% | +324+3.8% | Added |
| Papp L Roy & Associates | 8,826 | $1.06M | 0.12% | +52+0.6% | Added |
| Total Wealth Planning & Management, Inc. | 8,834 | $1.06M | 0.84% | −1,229−12.2% | Reduced |
| Shore Point Advisors, LLC | 8,837 | $1.06M | 0.42% | −460−4.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 8,844 | $1.06M | 0.20% | +5,152+139.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 8,850 | $1.06M | 0.45% | +22+0.2% | Added |
| Net Worth Advisory Group | 8,885 | $1.07M | 0.22% | −202−2.2% | Reduced |
| CoreFirst Bank & Trust | 8,902 | $1.07M | 0.57% | −697−7.3% | Reduced |
| Washington Trust Advisors, Inc. | 8,906 | $1.07M | 0.09% | +13+0.1% | Added |
| Spirit of America Management Corp | 8,950 | $1.08M | 0.21% | −300−3.2% | Reduced |
| Teucrium Investment Advisors, LLC | 8,953 | $1.08M | 0.84% | −6,687−42.8% | Reduced |
| Investors Research Corp | 8,958 | $1.08M | 0.21% | −367−3.9% | Reduced |
| Cypress Capital Advisors, LLC | 8,968 | $1.08M | 0.58% | +637+7.6% | Added |
| Kapstone Financial Advisors LLC | 8,968 | $1.08M | 0.53% | +393+4.6% | Added |
| Oxford Wealth Group, LLC | 8,970 | $1.08M | 0.59% | −297−3.2% | Reduced |
| Chesapeake Capital Corp | 8,972 | $1.08M | 0.78% | +262+3.0% | Added |
| BBR Partners, LLC | 8,983 | $1.08M | 0.06% | +400+4.7% | Added |
| TRB Wealth Management, LLC | 8,933 | $1.08M | 0.15% | +8,933 | New |
| LBMC Investment Advisors, LLC | 8,999 | $1.08M | 0.07% | +59+0.7% | Added |
| Rogco, LP | 9,004 | $1.08M | 0.36% | −74−0.8% | Reduced |
| Sunpointe, LLC | 9,010 | $1.08M | 0.36% | +1,783+24.7% | Added |
| TritonPoint Partners, LLC | 8,962 | $1.08M | 0.40% | +2,216+32.8% | Added |
| Colonial Trust Co | 9,020 | $1.09M | 0.15% | −1,124−11.1% | Reduced |
| Peddock Capital Advisors, LLC | 9,029 | $1.09M | 0.24% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 9,040 | $1.09M | 0.56% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 9,040 | $1.09M | 0.07% | +1,530+20.4% | Added |
| Drive Wealth Management, LLC | 9,012 | $1.09M | 0.23% | +1,083+13.7% | Added |
| Gilbert & Cook, Inc. | 9,084 | $1.09M | 0.14% | −25−0.3% | Reduced |
| Patriot Investment Management Inc. | 9,094 | $1.09M | 0.07% | −133−1.4% | Reduced |
| Carnegie Lake Advisors LLC | 9,120 | $1.10M | 0.44% | +56+0.6% | Added |
| Farringdon Capital, Ltd. | 9,120 | $1.10M | 0.24% | −12,927−58.6% | Reduced |
| Abundance Wealth Counselors | 9,174 | $1.10M | 0.16% | +6,841+293.2% | Added |
| Pines Wealth Management, LLC | 9,193 | $1.11M | 0.36% | +2,025+28.3% | Added |
| Verity Asset Management, Inc. | 9,202 | $1.11M | 0.46% | +476+5.5% | Added |
| Anchyra Partners LLC | 9,211 | $1.11M | 0.34% | +404+4.6% | Added |
| Autumn Glory Partners, LLC | 9,222 | $1.11M | 0.41% | +122+1.3% | Added |
| Alliance Wealth Management Group | 9,225 | $1.11M | 0.24% | −21−0.2% | Reduced |
| Towercrest Capital Management | 9,225 | $1.11M | 0.17% | −21−0.2% | Reduced |
| Milestone Asset Management, LLC | 9,228 | $1.11M | 0.20% | +4,521+96.0% | Added |
| Dickmeyer Boyce Financial Management, Inc. | 9,238 | $1.11M | 0.65% | +9,238 | New |
| Frisch Financial Group, Inc. | 9,239 | $1.12M | 0.23% | +40+0.4% | Added |
| GTS Securities LLC | 9,305 | $1.12M | 0.04% | −23,789−71.9% | Reduced |
| Colonial Trust Advisors | 9,307 | $1.12M | 0.09% | +489+5.5% | Added |
| BridgePort Financial Solutions, LLC | 9,316 | $1.12M | 0.32% | +42+0.5% | Added |
| Gratus Wealth Advisors, LLC | 9,320 | $1.12M | 0.16% | +30.0% | Added |
| Blodgett Wealth Advisors, LLC | 9,333 | $1.12M | 0.89% | +20.0% | Added |
| Storgate, LLC | 9,354 | $1.13M | 0.88% | −319−3.3% | Reduced |
| Winnow Wealth LLC | 9,375 | $1.13M | 0.87% | −653−6.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,394 | $1.13M | 0.46% | −75−0.8% | Reduced |
| Plan Group Financial, LLC | 9,403 | $1.13M | 0.27% | −187−1.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 9,470 | $1.14M | 0.77% | −275−2.8% | Reduced |
| Trustco Bank Corp N Y | 9,491 | $1.14M | 1.01% | +160+1.7% | Added |
| Quent Capital, LLC | 9,499 | $1.14M | 0.08% | +1,242+15.0% | Added |