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 |
|---|---|---|---|---|---|
| Allen Capital Group, LLC | 10,615 | $1.28M | 0.12% | +621+6.2% | Added |
| Rayburn West Financial Services LLC | 10,637 | $1.28M | 0.75% | −507−4.5% | Reduced |
| Payne Capital LLC | 10,637 | $1.28M | 1.17% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 10,667 | $1.28M | 0.01% | −284,664−96.4% | Reduced |
| Legacy Capital Group California, Inc. | 10,684 | $1.29M | 0.49% | −17,121−61.6% | Reduced |
| M. Kraus & Co | 10,698 | $1.29M | 0.38% | +290+2.8% | Added |
| AdvisorNet Financial, Inc | 10,700 | $1.29M | 0.07% | −596−5.3% | Reduced |
| Ridgewood Investments LLC | 10,710 | $1.29M | 0.53% | +10,710 | New |
| First Dallas Securities Inc. | 10,730 | $1.29M | 0.48% | +59+0.6% | Added |
| MBA Advisors LLC | 10,737 | $1.29M | 0.50% | −221−2.0% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 10,748 | $1.29M | 1.02% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 10,759 | $1.29M | 0.13% | +10,759 | New |
| Analyst IMS Investment Management Services Ltd. | 10,779 | $1.30M | 0.04% | +481+4.7% | Added |
| Focus Financial Network, Inc. | 10,714 | $1.30M | 0.05% | −1,630−13.2% | Reduced |
| Aspetuck Financial Management LLC | 10,800 | $1.30M | 0.89% | −14−0.1% | Reduced |
| Trust Co | 10,815 | $1.30M | 0.12% | −15,997−59.7% | Reduced |
| San Luis Wealth Advisors LLC | 10,821 | $1.30M | 0.22% | −777−6.7% | Reduced |
| Worth Asset Management, LLC | 10,837 | $1.30M | 0.49% | +5,340+97.1% | Added |
| Nwam LLC | 10,847 | $1.30M | 0.08% | +285+2.7% | Added |
| Pullen Investment Management, LLC | 10,855 | $1.31M | 0.66% | −174−1.6% | Reduced |
| Gilman Hill Asset Management, LLC | 10,857 | $1.31M | 0.20% | −370−3.3% | Reduced |
| Souders Financial Advisors | 10,863 | $1.31M | 0.15% | −1,814−14.3% | Reduced |
| Fiduciary Family Office, LLC | 10,865 | $1.31M | 0.37% | −3,270−23.1% | Reduced |
| Forza Wealth Management, LLC | 10,879 | $1.31M | 0.46% | 00.0% | Unchanged |
| Westco Advisory Services Inc | 10,886 | $1.31M | 0.84% | +10,886 | New |
| Marex Group plc | 10,904 | $1.31M | 0.01% | +5,896+117.7% | Added |
| Accredited Investors Inc. | 10,941 | $1.32M | 0.07% | −863−7.3% | Reduced |
| North Star Asset Management Inc | 10,951 | $1.32M | 0.06% | +39+0.4% | Added |
| City Holding Co | 10,976 | $1.32M | 0.17% | −21−0.2% | Reduced |
| CVA Family Office, LLC | 10,983 | $1.32M | 0.14% | +779+7.6% | Added |
| Tiaa Trust, National Association | 10,984 | $1.32M | 0.08% | −267,674−96.1% | Reduced |
| 71 West Capital Partners | 10,987 | $1.32M | 0.06% | +1,879+20.6% | Added |
| GeoWealth Management, LLC | 10,992 | $1.32M | 0.05% | +1,075+10.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 11,007 | $1.32M | 1.26% | −348−3.1% | Reduced |
| Pegasus Asset Management, Inc. | 10,995 | $1.32M | 0.42% | 00.0% | Unchanged |
| WBH Advisory Inc | 10,962 | $1.32M | 0.10% | −351−3.1% | Reduced |
| Physicians Financial Services, Inc. | 11,020 | $1.33M | 0.36% | +160+1.5% | Added |
| Knuff & Co LLC | 11,038 | $1.33M | 0.40% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 11,038 | $1.33M | 0.76% | +4,949+81.3% | Added |
| Harbor Investment Advisory, LLC | 11,044 | $1.33M | 0.10% | −1,043−8.6% | Reduced |
| BluePath Capital Management, LLC | 11,045 | $1.33M | 0.92% | +11,045 | New |
| Wimmer Associates 1, LLC | 11,064 | $1.33M | 0.65% | −961−8.0% | Reduced |
| Wolff Financial Management LLC | 11,085 | $1.33M | 0.29% | +10.0% | Added |
| Marble Wealth, LLC | 11,103 | $1.34M | 0.23% | +365+3.4% | Added |
| Zullo Investment Group, Inc. | 11,122 | $1.34M | 0.51% | +83+0.8% | Added |
| CSM Advisors, LLC | 11,143 | $1.34M | 0.03% | −637−5.4% | Reduced |
| Ark Wealth Advisors LLC | 11,180 | $1.34M | 1.33% | +492+4.6% | Added |
| Providence Wealth Advisors, LLC | 11,128 | $1.35M | 0.86% | +199+1.8% | Added |
| Hilltop National Bank | 11,196 | $1.35M | 0.32% | +796+7.7% | Added |
| Magnolia Capital Management Ltd | 11,196 | $1.35M | 0.91% | +2,796+33.3% | Added |
| Hardman Johnston Global Advisors LLC | 11,210 | $1.35M | 0.06% | −1,540−12.1% | Reduced |
| Dorsey Wright & Associates | 11,225 | $1.35M | 0.17% | +11,225 | New |
| Johnson & White Wealth Management, LLC | 11,242 | $1.35M | 0.57% | +15+0.1% | Added |
| First Command Advisory Services, Inc. | 11,273 | $1.36M | 0.01% | +634+6.0% | Added |
| London & Capital Asset Management Ltd | 11,289 | $1.36M | 0.01% | +99+0.9% | Added |
| BankPlus Trust Department | 11,302 | $1.36M | 0.36% | +445+4.1% | Added |
| Murphy & Mullick Capital Management Corp | 11,322 | $1.36M | 1.01% | +2,308+25.6% | Added |
| Root Financial Partners, LLC | 11,329 | $1.36M | 0.06% | −894−7.3% | Reduced |
| Howard Capital Management Inc. | 11,334 | $1.36M | 0.02% | −20,510−64.4% | Reduced |
| Hilltop Partners LLC | 11,335 | $1.36M | 0.35% | −1,119−9.0% | Reduced |
| Wealth Management Associates, Inc. | 11,339 | $1.36M | 0.47% | −115−1.0% | Reduced |
| Samalin Investment Counsel, LLC | 11,421 | $1.37M | 0.49% | +4,373+62.0% | Added |
| MidFirst Bank | 11,438 | $1.38M | 0.11% | −200−1.7% | Reduced |
| Tyche Wealth Partners LLC | 11,441 | $1.38M | 0.21% | −3,142−21.5% | Reduced |
| Diligent Investors, LLC | 11,463 | $1.38M | 0.34% | −10.0% | Reduced |
| Center for Financial Planning, Inc. | 11,477 | $1.38M | 0.14% | −633−5.2% | Reduced |
| Discipline Wealth Solutions, LLC | 11,513 | $1.38M | 0.15% | +8,068+234.2% | Added |
| Dover Advisors, LLC | 11,424 | $1.39M | 0.57% | −1,456−11.3% | Reduced |
| Adelphi Trust Co | 11,516 | $1.39M | 1.13% | +547+5.0% | Added |
| Woodward Diversified Capital, LLC | 11,635 | $1.39M | 0.63% | +114+1.0% | Added |
| Bank Hapoalim BM | 11,519 | $1.39M | 0.21% | −765−6.2% | Reduced |
| Spirepoint Private Client, LLC | 11,531 | $1.39M | 0.13% | +179+1.6% | Added |
| Guidance Capital, Inc | 12,283 | $1.39M | 0.31% | +12,283 | New |
| Canandaigua National Trust Co of Florida | 11,567 | $1.39M | 1.12% | −4,646−28.7% | Reduced |
| Impact Capital Partners LLC | 11,577 | $1.39M | 0.42% | +40+0.3% | Added |
| Barnes Pettey Financial Advisors, LLC | 11,611 | $1.40M | 0.61% | −137−1.2% | Reduced |
| Claro Advisors LLC | 11,638 | $1.40M | 0.17% | −404−3.4% | Reduced |
| Oslo Pensjonsforsikring AS | 11,647 | $1.40M | 0.22% | +11,647 | New |
| Capital Planning Advisors, LLC | 11,665 | $1.40M | 0.20% | −464−3.8% | Reduced |
| First Financial Corp | 11,730 | $1.41M | 0.55% | −112−0.9% | Reduced |
| Richard W. Paul & Associates, LLC | 11,769 | $1.42M | 0.48% | −391−3.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 11,687 | $1.42M | 0.22% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 11,772 | $1.42M | 0.75% | −55−0.5% | Reduced |
| MB, Levis & Associates, LLC | 11,772 | $1.42M | 0.59% | −319−2.6% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,785 | $1.42M | 0.82% | −420−3.4% | Reduced |
| Aureus Asset Management, LLC | 11,787 | $1.42M | 0.09% | +99+0.8% | Added |
| Absher Wealth Management, LLC | 11,799 | $1.42M | 0.17% | −73−0.6% | Reduced |
| Banco de Sabadell, S.A | 12,045 | $1.42M | 0.94% | +209+1.8% | Added |
| Widmann Financial Services, Inc. | 11,831 | $1.42M | 0.85% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 11,842 | $1.42M | 0.26% | +6,192+109.6% | Added |
| Wincap Financial LLC | 11,856 | $1.43M | 0.95% | +1,268+12.0% | Added |
| Capital Performance Advisors LLP | 11,856 | $1.43M | 0.10% | +670+6.0% | Added |
| Centaurus Financial, Inc. | 11,874 | $1.43M | 0.07% | −19,825−62.5% | Reduced |
| Hunter Associates Investment Management LLC | 11,874 | $1.43M | 0.19% | +219+1.9% | Added |
| Severin Investments, LLC | 11,873 | $1.43M | 1.23% | −590−4.7% | Reduced |
| Laurel Oak Wealth Management, LLC | 11,876 | $1.43M | 0.24% | +1,821+18.1% | Added |
| Opal Capital LLC | 11,928 | $1.43M | 0.25% | +9,098+321.5% | Added |
| Doheny Asset Management | 11,940 | $1.44M | 0.94% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 11,955 | $1.44M | 0.25% | +481+4.2% | Added |
| Alan B. Lancz & Associates, Inc. | 11,973 | $1.44M | 1.40% | −600−4.8% | Reduced |