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
- 1,467 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 | 3,502 | $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 |
|---|---|---|---|---|---|
| Synergy Investment Management, LLC | 296 | $35.6K | 0.01% | +296 | New |
| Horizons Wealth Management | 298 | $35.8K | 0.02% | −46−13.4% | Reduced |
| Front Row Advisors LLC | 297 | $36.0K | 0.01% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 301 | $36.2K | 0.03% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 312 | $37.5K | 0.04% | +312 | New |
| Tradewinds Capital Management, LLC | 319 | $38.4K | 0.01% | +60+23.2% | Added |
| IMG Wealth Management, Inc. | 320 | $38.4K | 0.02% | −42−11.6% | Reduced |
| TopTier Wealth Management, LLC | 324 | $39.0K | 0.02% | +324 | New |
| Moisand Fitzgerald Tamayo, LLC | 327 | $39.3K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 328 | $39.5K | 0.03% | +25+8.3% | Added |
| Minot DeBlois Advisors LLC | 333 | $40.1K | 0.04% | +233+233.0% | Added |
| Granite FO LLC | 347 | $41.7K | 0.02% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 359 | $43.2K | 0.01% | +359 | New |
| Curio Wealth, LLC | 361 | $43.4K | 0.01% | +16+4.6% | Added |
| Winch Advisory Services, LLC | 365 | $43.9K | 0.01% | +1+0.3% | Added |
| Marquette Asset Management, LLC | 370 | $44.5K | 0.01% | +34+10.1% | Added |
| Investors Portfolio Services LLC | 375 | $44.9K | 0.04% | +328+697.9% | Added |
| High Note Wealth, LLC | 374 | $45.0K | 0.01% | +80+27.2% | Added |
| Spurstone Advisory Services, LLC | 374 | $45.0K | 0.77% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $45.3K | 0.02% | −1,000−71.4% | Reduced |
| Silicon Valley Capital Partners | 380 | $45.8K | 0.00% | +30+8.6% | Added |
| Horizon Bancorp Inc | 407 | $49.0K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 408 | $49.1K | 0.02% | −119−22.6% | Reduced |
| Magnolia Wealth Management, LLC | 411 | $49.5K | 0.03% | +411 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 412 | $49.6K | 0.04% | −163−28.3% | Reduced |
| Accent Capital Management, LLC | 420 | $50.9K | 0.02% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 425 | $51.1K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 426 | $51.2K | 0.02% | −559−56.8% | Reduced |
| Gill Capital Partners, LLC | 426 | $51.2K | 0.01% | +426 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 429 | $51.6K | 0.02% | +356+487.7% | Added |
| Fiduciary Advisors, Inc. | 453 | $54.5K | 0.04% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 460 | $55.3K | 0.04% | +4+0.9% | Added |
| SWAN Capital LLC | 460 | $55.3K | 0.02% | −113−19.7% | Reduced |
| Tower Trust & Investment Co | 460 | $55.3K | 0.04% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 699 | $55.3K | 0.02% | −663−48.7% | Reduced |
| Joseph Group Capital Management | 466 | $56.1K | 0.01% | +266+133.0% | Added |
| Financial Network Wealth Advisors LLC | 467 | $56.1K | 0.06% | −863−64.9% | Reduced |
| Bard Associates Inc | 466 | $56.4K | 0.01% | +451+3,006.7% | Added |
| Mascoma Wealth Management LLC | 472 | $56.8K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 476 | $57.0K | 0.01% | +1+0.2% | Added |
| Wellington-Altus USA Inc. | 449 | $57.7K | 0.03% | +49+12.3% | Added |
| Intesa Sanpaolo Wealth Management | 488 | $58.7K | 0.01% | +304+165.2% | Added |
| Kilter Group LLC | 495 | $59.5K | 0.03% | −14−2.8% | Reduced |
| Sunrise Financial Services, LLC | 498 | $59.9K | 0.04% | +37+8.0% | Added |
| Entrust Financial LLC | 502 | $60.3K | 0.04% | +152+43.4% | Added |
| Hyposwiss Advisors SA | 505 | $60.7K | 0.06% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 515 | $62.0K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 515 | $62.0K | 0.02% | +515 | New |
| United Financial Planning Group LLC | 519 | $62.4K | 0.04% | +97+23.0% | Added |
| Blueline Advisors LLC | 521 | $62.6K | 0.05% | 00.0% | Unchanged |
| Swiss Re Ltd | 537 | $64.6K | 0.39% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 543 | $65.3K | 0.03% | +543 | New |
| 1015 Capital Partners, LLC | 544 | $65.4K | 0.06% | +10+1.9% | Added |
| Seneschal Advisors, LLC | 546 | $65.7K | 0.05% | +4+0.7% | Added |
| Dunhill Financial, LLC | 546 | $65.7K | 0.02% | +91+20.0% | Added |
| Toth Financial Advisory Corp | 552 | $66.4K | 0.01% | −39−6.6% | Reduced |
| Midwest Capital Advisors, LLC | 561 | $67.5K | 0.03% | +300+114.9% | Added |
| Accordant Advisory Group Inc | 563 | $67.7K | 0.04% | 00.0% | Unchanged |
| Team Financial Group, LLC | 569 | $68.4K | 0.03% | +5+0.9% | Added |
| Intentional Wealth Strategies, LLC | 571 | $68.7K | 0.06% | +571 | New |
| Beaird Harris Wealth Management, LLC | 588 | $70.7K | 0.00% | −244−29.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 596 | $71.7K | 0.05% | 00.0% | Unchanged |
| Insight Financial Services | 597 | $71.8K | 0.04% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 600 | $72.2K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 600 | $72.2K | 0.06% | 00.0% | Unchanged |
| Align Financial, LLC | 607 | $73.0K | 0.04% | −63,286−99.0% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 608 | $73.1K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 613 | $73.7K | 0.06% | −67−9.9% | Reduced |
| Retirement Wealth Solutions LLC | 618 | $74.3K | 0.05% | −61−9.0% | Reduced |
| Itau Unibanco Holding S.A. | 636 | $76.5K | 0.00% | −58,058−98.9% | Reduced |
| True Link Financial Advisors, LLC | 636 | $76.5K | 0.00% | +636 | New |
| Napier Financial, LLC | 645 | $77.6K | 0.02% | +645 | New |
| Sfam, LLC | 649 | $78.0K | 0.07% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 665 | $80.0K | 0.10% | +5+0.8% | Added |
| Clayton Financial Group LLC | 675 | $81.2K | 0.04% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 676 | $81.3K | 0.13% | +676 | New |
| Gleason Group, Inc. | 696 | $83.7K | 0.01% | +5+0.7% | Added |
| Aspect Partners, LLC | 703 | $84.6K | 0.03% | 00.0% | Unchanged |
| Prism Planning Partners LLC | 716 | $86.1K | 0.10% | −1,562−68.6% | Reduced |
| Valued Wealth Advisors LLC | 715 | $86.6K | 0.04% | +271+61.0% | Added |
| Whipplewood Advisors, LLC | 720 | $86.6K | 0.04% | +679+1,656.1% | Added |
| Bellevue Asset Management, LLC | 720 | $86.7K | 0.04% | +3+0.4% | Added |
| Battery Global Advisors, LLC | 718 | $87.0K | 0.05% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 724 | $87.1K | 0.13% | −245−25.3% | Reduced |
| VSM Wealth Advisory, LLC | 725 | $87.2K | 0.03% | +2+0.3% | Added |
| Country Trust Bank | 730 | $87.8K | 0.00% | −79−9.8% | Reduced |
| Activest Wealth Management | 771 | $92.7K | 0.02% | +39+5.3% | Added |
| Atwood & Palmer Inc | 772 | $92.9K | 0.01% | +42+5.8% | Added |
| Global Assets Advisory, LLC | 772 | $92.9K | 0.03% | +772 | New |
| Global Wealth Strategies & Associates | 787 | $94.6K | 0.02% | +1+0.1% | Added |
| LFA - Lugano Financial Advisors SA | 788 | $94.8K | 0.05% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 792 | $95.0K | 0.07% | +19+2.5% | Added |
| Fairman Group, LLC | 790 | $95.7K | 0.08% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 812 | $97.7K | 0.01% | +45+5.9% | Added |
| Aviso Financial Inc. | 820 | $98.6K | 0.00% | +678+477.5% | Added |
| Cornerstone Financial Management LLC | 822 | $98.9K | 0.09% | +43+5.5% | Added |
| 1620 Investment Advisors, Inc. | 842 | $101.3K | 0.07% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 876 | $105.4K | 0.05% | +876 | New |
| Sarver Vrooman Wealth Advisors | 883 | $106.2K | 0.07% | −79−8.2% | Reduced |
| Hara Capital LLC | 882 | $106.9K | 0.05% | −550−38.4% | Reduced |