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 |
|---|---|---|---|---|---|
| Hodges Capital Management Inc. | 13,862 | $1.67M | 0.14% | −2,603−15.8% | Reduced |
| CSS LLC | 13,865 | $1.67M | 0.09% | −2,060−12.9% | Reduced |
| Cypress Wealth Services, LLC | 13,894 | $1.67M | 0.24% | +205+1.5% | Added |
| Beverly Hills Private Wealth, LLC | 13,899 | $1.67M | 0.28% | +8,347+150.3% | Added |
| Fjell Capital, LLC | 13,929 | $1.68M | 1.29% | +416+3.1% | Added |
| Landmark Wealth Management, LLC | 13,937 | $1.68M | 0.45% | +13,937 | New |
| Baker Chad R | 13,950 | $1.68M | 0.32% | −1,750−11.1% | Reduced |
| Auxano Advisors, LLC | 13,971 | $1.68M | 0.34% | −56−0.4% | Reduced |
| Evermay Wealth Management LLC | 13,921 | $1.68M | 0.19% | −84−0.6% | Reduced |
| Meridian Financial Partners LLC | 14,120 | $1.68M | 0.64% | +231+1.7% | Added |
| SageGuard Financial Group, LLC | 14,010 | $1.69M | 0.26% | −270−1.9% | Reduced |
| Lavaca Capital LLC | 14,014 | $1.69M | 0.31% | +3,180+29.4% | Added |
| DGS Capital Management, LLC | 14,018 | $1.69M | 0.28% | +2,118+17.8% | Added |
| Van Hulzen Asset Management, LLC | 14,051 | $1.69M | 0.13% | +1,369+10.8% | Added |
| City State Bank | 14,052 | $1.69M | 0.44% | −47−0.3% | Reduced |
| Icon Wealth Advisors, LLC | 15,258 | $1.69M | 0.11% | −198−1.3% | Reduced |
| L2 Asset Management, LLC | 14,105 | $1.70M | 0.16% | −3,999−22.1% | Reduced |
| Bull Street Advisors, LLC | 14,123 | $1.70M | 0.84% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 14,124 | $1.70M | 0.93% | −550−3.7% | Reduced |
| Texas Bank & Trust Co | 14,126 | $1.70M | 0.64% | −1,031−6.8% | Reduced |
| Diversified Enterprises, LLC | 14,153 | $1.70M | 0.09% | +721+5.4% | Added |
| Brave Asset Management Inc | 14,164 | $1.70M | 0.40% | +430+3.1% | Added |
| Redhawk Wealth Advisors, Inc. | 14,176 | $1.71M | 0.19% | −870−5.8% | Reduced |
| Pine Haven Investment Counsel, Inc | 14,187 | $1.71M | 1.25% | +50+0.4% | Added |
| Chilton Investment Co LLC | 14,196 | $1.71M | 0.04% | −880−5.8% | Reduced |
| Shufro Rose & Co LLC | 14,197 | $1.71M | 0.12% | −183−1.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 14,243 | $1.71M | 0.06% | +5,800+68.7% | Added |
| Headinvest, LLC | 14,276 | $1.72M | 0.35% | −1,722−10.8% | Reduced |
| McDonald Partners LLC | 14,277 | $1.72M | 0.41% | +46+0.3% | Added |
| Peregrine Asset Advisers, Inc. | 14,278 | $1.72M | 0.46% | −37−0.3% | Reduced |
| 44 Wealth Management LLC | 14,315 | $1.72M | 0.60% | +14,315 | New |
| Colton Groome Financial Advisors, LLC | 14,325 | $1.72M | 0.49% | +233+1.7% | Added |
| E&G Advisors, LP | 14,335 | $1.72M | 0.38% | +30+0.2% | Added |
| Telos Capital Management, Inc. | 14,360 | $1.73M | 0.17% | −816−5.4% | Reduced |
| Platform Technology Partners | 14,432 | $1.74M | 0.33% | +1,945+15.6% | Added |
| Exchange Bank | 14,441 | $1.74M | 1.20% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 14,468 | $1.74M | 0.64% | +43+0.3% | Added |
| Cherokee Insurance Co | 14,498 | $1.74M | 0.66% | 00.0% | Unchanged |
| Bank & Trust Co | 14,500 | $1.74M | 1.18% | −98−0.7% | Reduced |
| Wisconsin Capital Management LLC | 14,510 | $1.75M | 0.96% | −1,044−6.7% | Reduced |
| Meitav Dash Investments Ltd | 14,516 | $1.75M | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 14,568 | $1.75M | 0.20% | −1,797−11.0% | Reduced |
| Natural Investments, LLC | 14,589 | $1.75M | 0.43% | −99−0.7% | Reduced |
| Segment Wealth Management, LLC | 14,592 | $1.76M | 0.10% | +602+4.3% | Added |
| Keynote Financial Services LLC | 14,604 | $1.76M | 0.93% | −35−0.2% | Reduced |
| Costello Asset Management, INC | 14,608 | $1.76M | 0.61% | −831−5.4% | Reduced |
| Diversified Management Inc | 14,623 | $1.76M | 0.30% | +5,985+69.3% | Added |
| Meridian Financial, LLC | 14,634 | $1.76M | 0.96% | −947−6.1% | Reduced |
| LRI Investments, LLC | 14,643 | $1.76M | 0.16% | +1,401+10.6% | Added |
| Acropolis Investment Management, LLC | 14,643 | $1.76M | 0.08% | −406−2.7% | Reduced |
| Hager Investment Management Services, LLC | 14,663 | $1.76M | 0.97% | −70.0% | Reduced |
| Cascade Financial Partners, LLC | 14,666 | $1.76M | 0.18% | −71−0.5% | Reduced |
| OneAscent Financial Services LLC | 14,671 | $1.76M | 0.10% | +6,583+81.4% | Added |
| Elgethun Capital Management | 14,677 | $1.77M | 0.29% | +2,776+23.3% | Added |
| Umpqua Bank | 14,703 | $1.77M | 0.50% | +40.0% | Added |
| Nicholas Hoffman & Company, LLC. | 14,754 | $1.77M | 0.04% | −102−0.7% | Reduced |
| Chesapeake Wealth Management | 14,755 | $1.77M | 0.54% | +15+0.1% | Added |
| Capital Management Associates, Inc | 14,778 | $1.78M | 0.40% | +998+7.2% | Added |
| Scott & Selber, Inc. | 14,792 | $1.78M | 0.46% | −394−2.6% | Reduced |
| Grove Bank & Trust | 14,808 | $1.78M | 0.20% | −55−0.4% | Reduced |
| Chapin Davis, Inc. | 14,820 | $1.78M | 0.40% | +702+5.0% | Added |
| Raleigh Capital Management Inc. | 14,878 | $1.79M | 0.62% | +3,412+29.8% | Added |
| Vega Investment Solutions | 14,924 | $1.80M | 0.43% | +1,244+9.1% | Added |
| Arvest Bank Trust Division | 14,982 | $1.80M | 0.10% | −236−1.6% | Reduced |
| Baker Ellis Asset Management LLC | 14,988 | $1.80M | 0.21% | 00.0% | Unchanged |
| Quattro Financial Advisors LLC | 15,000 | $1.80M | 0.55% | −500−3.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 14,921 | $1.81M | 0.13% | +741+5.2% | Added |
| Cassia Capital Partners, LLC | 15,031 | $1.81M | 0.93% | +843+5.9% | Added |
| Chesapeake Asset Management LLC | 15,053 | $1.81M | 1.45% | −1,113−6.9% | Reduced |
| Beaumont Financial Advisors, LLC | 15,089 | $1.82M | 0.12% | +41+0.3% | Added |
| Avaii Wealth Management, LLC | 15,123 | $1.82M | 0.64% | −157−1.0% | Reduced |
| St. Johns Investment Management Company, LLC | 15,158 | $1.82M | 0.77% | +744+5.2% | Added |
| Csenge Advisory Group | 15,172 | $1.83M | 0.08% | +2,051+15.6% | Added |
| Emerald Advisors, LLC | 15,173 | $1.83M | 0.23% | +351+2.4% | Added |
| Trust Point Inc. | 15,181 | $1.83M | 0.16% | +48+0.3% | Added |
| Mraz, Amerine & Associates, Inc. | 15,209 | $1.83M | 0.27% | +10.0% | Added |
| High Net Worth Advisory Group LLC | 15,215 | $1.83M | 0.43% | +119+0.8% | Added |
| Am Investment Strategies LLC | 15,237 | $1.83M | 0.40% | +218+1.5% | Added |
| Rare Wolf Capital LLC | 15,249 | $1.83M | 1.19% | −8,180−34.9% | Reduced |
| United Advisor Group, LLC | 15,279 | $1.84M | 0.23% | +437+2.9% | Added |
| Insigneo Advisory Services, LLC | 15,423 | $1.86M | 0.13% | −2,178−12.4% | Reduced |
| Sunflower Bank, N.A. | 15,428 | $1.86M | 0.47% | −60.0% | Reduced |
| Aspiriant, LLC | 15,434 | $1.86M | 0.05% | +251+1.7% | Added |
| Oasis Advisors, LLC | 15,472 | $1.86M | 0.37% | +15,472 | New |
| Richards, Merrill & Peterson, Inc. | 15,523 | $1.87M | 0.68% | −357−2.2% | Reduced |
| Windsor Capital Management, LLC | 15,582 | $1.87M | 0.53% | +52+0.3% | Added |
| Summit Wealth Partners, LLC | 15,653 | $1.88M | 0.30% | +3,163+25.3% | Added |
| Wills Financial Group LLC | 16,616 | $1.89M | 0.71% | −339−2.0% | Reduced |
| Wealth Dimensions Group, Ltd. | 15,704 | $1.89M | 0.37% | −815−4.9% | Reduced |
| Founders Financial Alliance, LLC | 15,752 | $1.89M | 0.34% | −117−0.7% | Reduced |
| Sentinus, LLC | 15,789 | $1.90M | 0.17% | +1,841+13.2% | Added |
| First Interstate Bank | 15,822 | $1.90M | 0.11% | −1,377−8.0% | Reduced |
| Abacus Wealth Partners, LLC | 15,829 | $1.90M | 0.17% | +792+5.3% | Added |
| South Plains Financial, Inc. | 15,845 | $1.91M | 1.11% | +310+2.0% | Added |
| Kavar Capital Partners Group, LLC | 15,864 | $1.91M | 0.24% | −10−0.1% | Reduced |
| Processus Wealth & Capital Management, LLC | 15,873 | $1.91M | 1.30% | +68+0.4% | Added |
| Abel Hall, LLC | 15,909 | $1.91M | 0.41% | +4,520+39.7% | Added |
| IPG Investment Advisors LLC | 15,827 | $1.92M | 0.33% | +13,667+632.7% | Added |
| Navalign, LLC | 15,925 | $1.92M | 0.48% | +219+1.4% | Added |
| Portfolio Design Labs, LLC | 15,936 | $1.92M | 0.34% | −5,582−25.9% | Reduced |