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 |
|---|---|---|---|---|---|
| Guardian Wealth Advisors, LLC | 9,503 | $1.14M | 0.07% | −303−3.1% | Reduced |
| Tulsa Wealth Advisors, INC | 9,510 | $1.14M | 0.20% | −5,005−34.5% | Reduced |
| Lederer & Associates Investment Counsel | 9,519 | $1.15M | 0.81% | −145−1.5% | Reduced |
| Main Street Research LLC | 9,521 | $1.15M | 0.07% | +1,737+22.3% | Added |
| Everpar Advisors LLC | 9,540 | $1.15M | 0.40% | +1,313+16.0% | Added |
| Institute for Wealth Management, LLC. | 9,566 | $1.15M | 0.12% | 00.0% | Unchanged |
| Baxter Bros Inc | 9,567 | $1.15M | 0.14% | −300−3.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 9,582 | $1.15M | 0.08% | +4,514+89.1% | Added |
| Alta Advisers Ltd | 9,584 | $1.15M | 0.42% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 9,585 | $1.15M | 0.36% | 00.0% | Unchanged |
| Kidder Stephen W | 9,608 | $1.16M | 0.34% | −400−4.0% | Reduced |
| AXA S.A. | 9,610 | $1.16M | 0.45% | −957−9.1% | Reduced |
| Ambassador Advisors, LLC | 9,623 | $1.16M | 0.18% | +2,430+33.8% | Added |
| Lafayette Investments, Inc. | 9,635 | $1.16M | 0.23% | −51−0.5% | Reduced |
| Silver Oak Securities, Inc | 9,641 | $1.16M | 0.08% | −860−8.2% | Reduced |
| Patron Partners Advisors, LLC | 9,656 | $1.16M | 0.51% | −1,100−10.2% | Reduced |
| Acorn Financial Advisory Services Inc | 9,693 | $1.17M | 0.16% | −9−0.1% | Reduced |
| Intellectus Partners, LLC | 9,629 | $1.17M | 0.24% | −392−3.9% | Reduced |
| Farmers National Bank | 9,740 | $1.17M | 0.26% | +344+3.7% | Added |
| Capital Advisors Inc | 9,775 | $1.18M | 0.02% | −183−1.8% | Reduced |
| Connecticut Wealth Management, LLC | 9,776 | $1.18M | 0.05% | +562+6.1% | Added |
| Quotient Wealth Partners, LLC | 9,783 | $1.18M | 0.03% | +798+8.9% | Added |
| Wealth Effects LLC | 9,814 | $1.18M | 0.42% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9,825 | $1.18M | 0.10% | +141+1.5% | Added |
| Charter Oak Capital Management, LLC | 9,826 | $1.18M | 0.09% | −1,356−12.1% | Reduced |
| Round Rock Advisors, LLC | 9,835 | $1.18M | 0.18% | +256+2.7% | Added |
| Summit Financial Wealth Advisors, LLC | 9,857 | $1.19M | 0.17% | −6−0.1% | Reduced |
| Clear Creek Financial Management, LLC | 9,859 | $1.19M | 0.09% | +252+2.6% | Added |
| Formidable Asset Management, LLC | 11,270 | $1.19M | 0.18% | −463−3.9% | Reduced |
| Argentarii, LLC | 9,873 | $1.19M | 0.42% | +1,946+24.5% | Added |
| Continuum Advisory, LLC | 9,881 | $1.19M | 0.11% | +807+8.9% | Added |
| Evernest Financial Advisors, LLC | 10,792 | $1.19M | 0.25% | +51+0.5% | Added |
| waypoint wealth counsel | 9,896 | $1.19M | 0.62% | −695−6.6% | Reduced |
| Intrinsic Value Partners, LLC | 9,897 | $1.19M | 0.92% | −370−3.6% | Reduced |
| Guerra Pan Advisors, LLC | 9,926 | $1.19M | 0.74% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 9,928 | $1.19M | 0.36% | +1,807+22.3% | Added |
| Elevate Capital Advisors, LLC | 9,942 | $1.20M | 0.77% | −1,691−14.5% | Reduced |
| Paul Damon & Associates, Inc. | 9,943 | $1.20M | 0.53% | −2,198−18.1% | Reduced |
| Greenwood Capital Associates LLC | 9,992 | $1.20M | 0.13% | −354−3.4% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,000 | $1.20M | 0.26% | −12,000−54.5% | Reduced |
| Signal Advisors Wealth, LLC | 10,005 | $1.20M | 0.08% | +5,876+142.3% | Added |
| Lipe & Dalton | 10,028 | $1.21M | 0.63% | +50.0% | Added |
| MSH Capital Advisors LLC | 10,034 | $1.21M | 0.26% | +728+7.8% | Added |
| Graybill Bartz & Assoc Ltd | 10,047 | $1.21M | 0.37% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 10,061 | $1.21M | 0.49% | −90−0.9% | Reduced |
| Bank of Jackson Hole Trust | 10,067 | $1.21M | 0.59% | −135−1.3% | Reduced |
| Hickory Point Bank & Trust | 10,075 | $1.21M | 0.80% | +60+0.6% | Added |
| Everstar Asset Management, LLC | 10,077 | $1.21M | 0.65% | +58+0.6% | Added |
| Kentucky Trust Co | 10,078 | $1.21M | 0.64% | +214+2.2% | Added |
| Lee Johnson Capital Management, LLC | 10,082 | $1.21M | 0.43% | +10,082 | New |
| Optas, LLC | 10,094 | $1.21M | 0.18% | +1,977+24.4% | Added |
| Lynch Asset Management, Inc. | 10,100 | $1.21M | 0.41% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 10,120 | $1.22M | 0.05% | +562+5.9% | Added |
| Burford Brothers, Inc. | 10,123 | $1.22M | 0.50% | +927+10.1% | Added |
| First Washington CORP | 10,130 | $1.22M | 0.34% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 10,131 | $1.22M | 0.61% | +29+0.3% | Added |
| Prentice Wealth Management LLC | 10,139 | $1.22M | 0.28% | −210−2.0% | Reduced |
| Unified Investment Management | 10,140 | $1.22M | 1.26% | −184−1.8% | Reduced |
| Leisure Capital Management | 10,142 | $1.22M | 0.43% | −8,628−46.0% | Reduced |
| Notis-McConarty Edward | 10,150 | $1.22M | 0.61% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 10,160 | $1.22M | 0.30% | −22−0.2% | Reduced |
| B&L Asset Management LLC | 10,180 | $1.22M | 0.53% | +930+10.1% | Added |
| FSM Wealth Advisors, LLC | 10,189 | $1.23M | 0.16% | −261−2.5% | Reduced |
| Coco Enterprises, LLC | 10,164 | $1.23M | 0.62% | +413+4.2% | Added |
| Westbourne Investment Advisors, Inc. | 10,261 | $1.23M | 0.36% | −125−1.2% | Reduced |
| Navigation Group, LLC | 10,265 | $1.23M | 0.29% | +10,265 | New |
| Xxi Wealth, LLC | 10,277 | $1.24M | 0.70% | +1,037+11.2% | Added |
| LFG Wealth Partners, LLC | 10,282 | $1.24M | 0.75% | +469+4.8% | Added |
| World Equity Group, Inc. | 10,296 | $1.24M | 0.32% | +120+1.2% | Added |
| Klingman & Associates, LLC | 10,297 | $1.24M | 0.06% | −211−2.0% | Reduced |
| Aviso Wealth Management | 10,297 | $1.24M | 0.56% | −296−2.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 10,344 | $1.24M | 0.13% | −3,263−24.0% | Reduced |
| Facet Wealth, Inc. | 10,353 | $1.25M | 0.02% | +3,645+54.3% | Added |
| CRA Financial Services, LLC | 10,363 | $1.25M | 0.16% | −335−3.1% | Reduced |
| KC Investment Advisors, LLC | 10,412 | $1.25M | 0.29% | −701−6.3% | Reduced |
| Sage Rhino Capital LLC | 10,414 | $1.25M | 0.23% | +15+0.1% | Added |
| Old Mission Investment Co LLC | 10,352 | $1.25M | 0.29% | +274+2.7% | Added |
| Meadowbrook Advisors Group, LLC | 10,426 | $1.25M | 0.75% | −1,110−9.6% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 10,463 | $1.26M | 0.58% | +6,346+154.1% | Added |
| Cornerstone Advisory, LLC | 10,475 | $1.26M | 0.12% | +107+1.0% | Added |
| Everest Financial Group LLC | 10,475 | $1.26M | 0.21% | +10,475 | New |
| Eagle Wealth Strategies LLC | 10,478 | $1.26M | 0.55% | +2,332+28.6% | Added |
| Clean Yield Group | 10,482 | $1.26M | 0.35% | −340−3.1% | Reduced |
| Forum Financial Management, LP | 10,493 | $1.26M | 0.02% | −17,865−63.0% | Reduced |
| Ami Asset Management Corp | 10,496 | $1.26M | 0.08% | +2,907+38.3% | Added |
| Corundum Group, Inc. | 10,498 | $1.26M | 0.42% | +941+9.8% | Added |
| Nia Impact Advisors, LLC | 10,503 | $1.26M | 0.56% | −1,313−11.1% | Reduced |
| Smithbridge Asset Management Inc | 10,518 | $1.27M | 0.19% | +2,404+29.6% | Added |
| Opinicus Capital, Inc. | 10,523 | $1.27M | 0.89% | −1,649−13.5% | Reduced |
| Dynasty Wealth Management, LLC | 10,527 | $1.27M | 0.01% | −1,764−14.4% | Reduced |
| Alhambra Investment Partners LLC | 10,534 | $1.27M | 0.59% | +10.0% | Added |
| First Bank & Trust | 10,559 | $1.27M | 0.20% | +4,557+75.9% | Added |
| Trust Co of the South | 10,563 | $1.27M | 0.20% | +225+2.2% | Added |
| Retirement Planning Co of New England, Inc. | 10,566 | $1.27M | 0.52% | +217+2.1% | Added |
| Apriem Advisors | 10,577 | $1.27M | 0.12% | +210+2.0% | Added |
| SNS Financial Group, LLC | 10,516 | $1.27M | 0.11% | +950+9.9% | Added |
| VeraBank, N.A. | 10,599 | $1.27M | 0.23% | −1,042−9.0% | Reduced |
| Mechanics Financial Corp | 10,603 | $1.28M | 0.53% | +187+1.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,574 | $1.28M | 0.43% | −16−0.1% | Reduced |
| First Affirmative Financial Network | 10,609 | $1.28M | 0.50% | +10,609 | New |