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 |
|---|---|---|---|---|---|
| North Dallas Bank & Trust Co | 12,008 | $1.44M | 0.98% | +50+0.4% | Added |
| QTR Family Wealth, LLC | 12,042 | $1.44M | 0.60% | +262+2.2% | Added |
| Keeler Thomas Management LLC | 12,011 | $1.44M | 0.61% | −2,738−18.6% | Reduced |
| Pinnacle Holdings, LLC | 12,053 | $1.45M | 0.47% | +1,270+11.8% | Added |
| Gibson Wealth Advisors LLC | 12,105 | $1.46M | 0.98% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 12,118 | $1.46M | 0.14% | −790−6.1% | Reduced |
| LVM Capital Management Ltd | 12,143 | $1.46M | 0.14% | +166+1.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 12,158 | $1.46M | 0.95% | +2,438+25.1% | Added |
| Hall Laurie J Trustee | 12,164 | $1.46M | 0.52% | −890−6.8% | Reduced |
| Versant Capital Management, Inc | 12,185 | $1.47M | 0.14% | +3,862+46.4% | Added |
| Tanglewood Legacy Advisors, LLC | 12,210 | $1.47M | 0.53% | +78+0.6% | Added |
| Winthrop Capital Management, LLC | 12,209 | $1.47M | 0.38% | +220+1.8% | Added |
| Fragasso Group Inc. | 12,177 | $1.47M | 0.09% | +675+5.9% | Added |
| Schulhoff & Co Inc | 12,263 | $1.48M | 0.61% | 00.0% | Unchanged |
| MBL Wealth, LLC | 12,269 | $1.48M | 0.11% | −87−0.7% | Reduced |
| Allen Investment Management LLC | 12,280 | $1.48M | 0.02% | −2,400−16.3% | Reduced |
| Capital Square, LLC | 13,216 | $1.48M | 0.68% | +118+0.9% | Added |
| Adell Harriman & Carpenter Inc | 12,302 | $1.48M | 0.09% | −310−2.5% | Reduced |
| Stance Capital LLC | 12,319 | $1.48M | 0.72% | −1,678−12.0% | Reduced |
| Delta Asset Management LLC | 12,329 | $1.48M | 0.14% | +41+0.3% | Added |
| Arwa LLC | 12,097 | $1.48M | 0.74% | −2,193−15.3% | Reduced |
| JGP Wealth Management, LLC | 12,364 | $1.49M | 0.15% | −676−5.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 12,379 | $1.49M | 0.96% | +1,229+11.0% | Added |
| Mirabaud Asset Management Ltd | 12,619 | $1.49M | 1.23% | +851+7.2% | Added |
| Breakwater Capital Group | 12,415 | $1.49M | 0.20% | +425+3.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 12,484 | $1.50M | 0.50% | −972−7.2% | Reduced |
| Gibbs Wealth Management | 12,506 | $1.50M | 0.20% | +7,447+147.2% | Added |
| West Family Investments, Inc. | 12,516 | $1.51M | 0.53% | −2,640−17.4% | Reduced |
| Quadcap Wealth Management, LLC | 12,558 | $1.51M | 0.17% | +48+0.4% | Added |
| Bright Futures Wealth Management, LLC. | 12,581 | $1.51M | 1.04% | +751+6.3% | Added |
| Portland Global Advisors LLC | 12,606 | $1.52M | 0.16% | +448+3.7% | Added |
| Cambient Family Office, LLC | 12,555 | $1.52M | 0.21% | +1,134+9.9% | Added |
| Heartwood Wealth Advisors LLC | 12,678 | $1.53M | 0.13% | +453+3.7% | Added |
| Southeast Asset Advisors Inc. | 12,698 | $1.53M | 0.17% | +1,958+18.2% | Added |
| Manske Wealth Management | 12,709 | $1.53M | 0.43% | +836+7.0% | Added |
| Kiley Juergens Wealth Management, LLC | 12,729 | $1.53M | 0.27% | +9+0.1% | Added |
| Cape Ann Savings Bank | 12,744 | $1.53M | 0.77% | −130−1.0% | Reduced |
| Tobam | 12,763 | $1.53M | 0.40% | −5,666−30.7% | Reduced |
| Loudon Investment Management, LLC | 12,803 | $1.54M | 0.83% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 12,822 | $1.54M | 0.86% | −337−2.6% | Reduced |
| Bill Few Associates, Inc. | 12,852 | $1.55M | 0.37% | −69−0.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 12,733 | $1.55M | 0.14% | −107−0.8% | Reduced |
| Sepio Capital, LP | 12,866 | $1.55M | 0.08% | −1,054−7.6% | Reduced |
| Redwood Wealth Management Group, LLC | 12,872 | $1.55M | 0.67% | −29−0.2% | Reduced |
| Pingora Partners LLC | 12,879 | $1.55M | 0.92% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 12,897 | $1.55M | 0.16% | −156−1.2% | Reduced |
| Strategic Blueprint, LLC | 12,915 | $1.55M | 0.09% | +1,271+10.9% | Added |
| Guardian Partners Inc. | 12,884 | $1.55M | 0.13% | +310+2.5% | Added |
| Fox Run Management, L.L.C. | 13,212 | $1.56M | 0.27% | +7,628+136.6% | Added |
| Symmetry Partners, LLC | 12,994 | $1.56M | 0.09% | +185+1.4% | Added |
| Jupiter Wealth Management LLC | 13,800 | $1.57M | 0.62% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 13,015 | $1.57M | 0.12% | +526+4.2% | Added |
| Ashford Capital Management Inc | 13,034 | $1.57M | 0.19% | −13,949−51.7% | Reduced |
| Roof Eidam & Maycock | 13,075 | $1.57M | 0.36% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 13,079 | $1.57M | 0.44% | +181+1.4% | Added |
| Hexagon Capital Partners LLC | 13,098 | $1.58M | 0.23% | −2,154−14.1% | Reduced |
| Paradigm Financial Partners, LLC | 13,101 | $1.58M | 0.28% | −2,562−16.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 13,138 | $1.58M | 0.53% | +1,955+17.5% | Added |
| Trustmark National Bank Trust Department | 13,140 | $1.58M | 0.10% | +345+2.7% | Added |
| Davis Investment Partners, LLC | 13,151 | $1.58M | 0.56% | −2,834−17.7% | Reduced |
| Stableford Capital II LLC | 13,153 | $1.58M | 0.59% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 13,154 | $1.58M | 0.16% | −200−1.5% | Reduced |
| RMR Wealth Builders | 13,066 | $1.58M | 0.12% | +1,056+8.8% | Added |
| LexAurum Advisors, LLC | 13,205 | $1.59M | 0.21% | +13,205 | New |
| Garrison Point Advisors, LLC | 13,216 | $1.59M | 0.73% | −1,099−7.7% | Reduced |
| Richwood Investment Advisors, LLC | 13,229 | $1.59M | 1.23% | −20−0.2% | Reduced |
| Alliance Wealth Advisors, LLC | 13,257 | $1.59M | 0.75% | −335−2.5% | Reduced |
| Avalon Trust Co | 13,259 | $1.59M | 0.11% | +709+5.6% | Added |
| RKL Wealth Management LLC | 13,265 | $1.60M | 0.14% | −1,198−8.3% | Reduced |
| Abacus Planning Group, Inc. | 13,266 | $1.60M | 0.21% | −851−6.0% | Reduced |
| Indivisible Partners | 13,267 | $1.60M | 0.14% | +444+3.5% | Added |
| Triangle Securities Wealth Management | 13,278 | $1.60M | 0.36% | +50.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 13,283 | $1.60M | 0.21% | +416+3.2% | Added |
| Van Strum & Towne Inc. | 13,293 | $1.60M | 0.47% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 13,322 | $1.60M | 0.12% | +13,322 | New |
| Gryphon Financial Partners LLC | 13,352 | $1.61M | 0.17% | +1,627+13.9% | Added |
| Twelve Points Wealth Management LLC | 13,352 | $1.61M | 0.35% | −129−1.0% | Reduced |
| GoalVest Advisory LLC | 13,358 | $1.61M | 0.31% | −2,379−15.1% | Reduced |
| Gerald Baker Financial Group LLC | 13,359 | $1.61M | 0.51% | +13,359 | New |
| Wealth Architects, LLC | 13,373 | $1.61M | 0.14% | −11−0.1% | Reduced |
| Keudell/Morrison Wealth Management | 13,376 | $1.61M | 0.33% | +719+5.7% | Added |
| Alpine Bank Wealth Management | 13,380 | $1.61M | 0.23% | +284+2.2% | Added |
| Oak Harbor Wealth Partners, LLC | 13,388 | $1.61M | 0.38% | −76−0.6% | Reduced |
| Waldron Private Wealth LLC | 13,403 | $1.61M | 0.06% | −291−2.1% | Reduced |
| Vanguard National Trust Co | 13,460 | $1.62M | 0.10% | +13,460 | New |
| Plancorp, LLC | 13,335 | $1.62M | 0.05% | +665+5.2% | Added |
| Hendershot Investments Inc. | 13,463 | $1.62M | 0.22% | −407−2.9% | Reduced |
| MTM Investment Management, LLC | 13,469 | $1.62M | 0.51% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 13,489 | $1.62M | 0.14% | −200−1.5% | Reduced |
| BOCHK Asset Management Ltd | 13,500 | $1.62M | 0.34% | −4,500−25.0% | Reduced |
| Uhlmann Price Securities, LLC | 13,861 | $1.63M | 0.11% | +9,724+235.0% | Added |
| Harbour Capital Advisors, LLC | 14,454 | $1.63M | 0.31% | +1,021+7.6% | Added |
| Millstone Evans Group, LLC | 13,586 | $1.63M | 0.98% | 00.0% | Unchanged |
| Canopy Partners, LLC | 13,636 | $1.64M | 0.56% | −54−0.4% | Reduced |
| Live Oak Investment Partners | 13,637 | $1.64M | 0.97% | −12,795−48.4% | Reduced |
| Boxwood Ventures, Inc. | 13,563 | $1.64M | 1.74% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 13,690 | $1.65M | 0.04% | −295−2.1% | Reduced |
| QVR LLC | 13,715 | $1.65M | 0.81% | −9,932−42.0% | Reduced |
| Payne Capital Management, LLC | 13,775 | $1.66M | 0.50% | −49−0.4% | Reduced |
| Kanawha Capital Management LLC | 13,827 | $1.66M | 0.12% | −201−1.4% | Reduced |