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 |
|---|---|---|---|---|---|
| Eley Financial Management, Inc | 15,938 | $1.92M | 0.69% | +192+1.2% | Added |
| AMF Pensionsforsakring AB | 15,947 | $1.92M | 0.01% | 00.0% | Unchanged |
| BCS Wealth Management | 15,965 | $1.92M | 0.39% | −15,991−50.0% | Reduced |
| Monetary Management Group Inc | 15,985 | $1.92M | 0.46% | −100−0.6% | Reduced |
| Delta Financial Advisors LLC | 15,996 | $1.92M | 0.50% | +2,289+16.7% | Added |
| United Community Bank | 16,035 | $1.93M | 0.64% | +2,770+20.9% | Added |
| Gold Investment Management Ltd. | 16,079 | $1.93M | 0.60% | +66+0.4% | Added |
| Martin & Co Inc | 16,126 | $1.94M | 0.33% | +272+1.7% | Added |
| Hartford Financial Management Inc. | 16,196 | $1.95M | 0.50% | −1,366−7.8% | Reduced |
| Atlas Brown,Inc. | 16,215 | $1.95M | 0.59% | +11+0.1% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 16,225 | $1.95M | 0.39% | −1,335−7.6% | Reduced |
| AlphaStar Capital Management, LLC | 16,228 | $1.95M | 0.14% | −5,815−26.4% | Reduced |
| Fiduciary Alliance LLC | 16,588 | $1.96M | 0.12% | +804+5.1% | Added |
| Walsky Investment Management, Inc. | 16,315 | $1.96M | 2.00% | +1,344+9.0% | Added |
| Gables Capital Management Inc. | 16,352 | $1.97M | 0.83% | −550−3.3% | Reduced |
| Burney Co | 16,400 | $1.97M | 0.06% | −6,479−28.3% | Reduced |
| Sivia Capital Partners, LLC | 16,440 | $1.98M | 0.38% | −6,553−28.5% | Reduced |
| Sawyer & Company, Inc | 16,457 | $1.98M | 0.76% | −945−5.4% | Reduced |
| St. Louis Trust Co | 16,457 | $1.98M | 0.23% | +969+6.3% | Added |
| Creative Financial Designs Inc | 16,462 | $1.98M | 0.12% | −740−4.3% | Reduced |
| YANKCOM Partnership | 16,469 | $1.98M | 0.81% | 00.0% | Unchanged |
| Sapient Capital LLC | 16,402 | $1.99M | 0.03% | +6,365+63.4% | Added |
| Empirical Asset Management, LLC | 16,535 | $1.99M | 0.53% | +4,054+32.5% | Added |
| Compton Wealth Advisory Group, LLC | 16,512 | $2.00M | 0.44% | +1,546+10.3% | Added |
| Heartland Bank & Trust Co | 16,589 | $2.00M | 0.45% | +8,547+106.3% | Added |
| MJP Associates Inc | 16,607 | $2.00M | 0.24% | −6,675−28.7% | Reduced |
| Segall Bryant & Hamill, LLC | 16,611 | $2.00M | 0.03% | −19−0.1% | Reduced |
| Gateway Wealth Partners, LLC | 16,631 | $2.00M | 0.08% | +12,159+271.9% | Added |
| Cinctive Capital Management LP | 16,707 | $2.01M | 0.13% | −30,999−65.0% | Reduced |
| Dorato Capital Management | 16,370 | $2.02M | 1.49% | +70+0.4% | Added |
| Wallace Capital Management Inc. | 16,765 | $2.02M | 0.23% | −1,315−7.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 16,806 | $2.02M | 0.57% | −33,094−66.3% | Reduced |
| Ascent Wealth Partners, LLC | 16,833 | $2.02M | 0.24% | +394+2.4% | Added |
| Oak Associates, Ltd | 16,835 | $2.03M | 0.14% | 00.0% | Unchanged |
| Somerville Kurt F | 16,839 | $2.03M | 0.53% | −1,207−6.7% | Reduced |
| Asset Dedication, LLC | 16,841 | $2.03M | 0.14% | −1,974−10.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 16,866 | $2.03M | 0.17% | +2,297+15.8% | Added |
| Home Federal Bank of Tennessee | 16,895 | $2.03M | 0.51% | +1,037+6.5% | Added |
| Sentinel Trust Co Lba | 16,981 | $2.04M | 0.20% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 16,995 | $2.04M | 0.94% | −224−1.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 17,000 | $2.04M | 1.06% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 17,023 | $2.05M | 0.73% | +195+1.2% | Added |
| Peak Asset Management, LLC | 17,035 | $2.05M | 0.36% | −838−4.7% | Reduced |
| Bernardo Wealth Planning LLC | 17,064 | $2.05M | 0.40% | −109−0.6% | Reduced |
| Cypress Asset Management Inc | 17,105 | $2.06M | 0.48% | −105−0.6% | Reduced |
| Legacy Private Trust Co. | 17,115 | $2.06M | 0.13% | −1,058−5.8% | Reduced |
| Baldwin Brothers Inc | 17,154 | $2.06M | 0.15% | −25,395−59.7% | Reduced |
| Berkeley Capital Partners, LLC | 17,179 | $2.07M | 0.48% | −5,486−24.2% | Reduced |
| Diamant Asset Management, Inc. | 2,068,387 | $2.07M | 1.51% | +2,051,475+12,130.3% | Added |
| Doliver Advisors, LP | 17,211 | $2.07M | 0.47% | −380−2.2% | Reduced |
| Center for Wealth Management Advisory | 17,304 | $2.08M | 1.50% | +196+1.1% | Added |
| NCM Capital Management, LLC | 17,387 | $2.09M | 0.75% | −612−3.4% | Reduced |
| Fideuram Asset Management (Ireland) dac | 17,878 | $2.09M | 0.27% | −155,361−89.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 17,294 | $2.09M | 0.08% | 00.0% | Unchanged |
| Christine Messmer PC | 17,400 | $2.09M | 1.34% | +328+1.9% | Added |
| Aull & Monroe Investment Management Corp | 17,414 | $2.09M | 0.97% | +921+5.6% | Added |
| Value Partners Investments Inc. | 17,443 | $2.10M | 0.16% | +576+3.4% | Added |
| Webster Bank, N. A. | 17,453 | $2.10M | 0.20% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 17,525 | $2.11M | 2.15% | 00.0% | Unchanged |
| Lantz Financial LLC | 17,525 | $2.11M | 0.44% | +761+4.5% | Added |
| Puzo Michael J | 17,553 | $2.11M | 0.61% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 17,551 | $2.11M | 0.98% | −3,694−17.4% | Reduced |
| Stone Point Wealth LLC | 17,566 | $2.11M | 0.59% | +5,280+43.0% | Added |
| BNC Wealth Management, LLC | 17,571 | $2.11M | 0.59% | +17,571 | New |
| Premier Path Wealth Partners, LLC | 17,577 | $2.11M | 0.28% | +3,748+27.1% | Added |
| PDS Planning, Inc | 17,577 | $2.11M | 0.14% | +758+4.5% | Added |
| Virtus Investment Advisers, Inc. | 17,585 | $2.12M | 0.58% | +17,585 | New |
| Atlantic Edge Private Wealth Management, LLC | 17,600 | $2.12M | 0.52% | +5,358+43.8% | Added |
| Thrive Wealth Management, LLC | 17,609 | $2.12M | 0.32% | −453−2.5% | Reduced |
| Baker Avenue Asset Management, LP | 17,649 | $2.12M | 0.05% | +3,769+27.2% | Added |
| Financial Advisory Partners, LLC | 17,665 | $2.12M | 0.60% | −2,008−10.2% | Reduced |
| Schmidt P J Investment Management Inc | 17,692 | $2.13M | 0.36% | −100−0.6% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 17,699 | $2.13M | 0.42% | +17,699 | New |
| GM Advisory Group, Inc. | 17,762 | $2.14M | 0.08% | −392−2.2% | Reduced |
| Thoroughbred Financial Services, LLC | 17,768 | $2.14M | 0.13% | +1,467+9.0% | Added |
| Compass Ion Advisors, LLC | 17,793 | $2.14M | 0.20% | −156−0.9% | Reduced |
| Whalerock Point Partners, LLC | 17,865 | $2.15M | 0.41% | 00.0% | Unchanged |
| PCM Encore, LLC | 17,993 | $2.16M | 0.45% | +897+5.2% | Added |
| BSW Wealth Partners | 17,994 | $2.16M | 0.26% | −669−3.6% | Reduced |
| Quest Investment Management LLC | 18,000 | $2.17M | 0.25% | 00.0% | Unchanged |
| Kennebec Savings Bank | 18,022 | $2.17M | 1.95% | −311−1.7% | Reduced |
| Wealthquest Corp | 18,066 | $2.17M | 0.15% | +510+2.9% | Added |
| Fruth Investment Management | 18,090 | $2.18M | 0.54% | −300−1.6% | Reduced |
| National Philanthropic Trust | 18,185 | $2.19M | 0.02% | +652+3.7% | Added |
| Hilton Head Capital Partners, LLC | 18,190 | $2.19M | 1.23% | −28−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 18,194 | $2.19M | 0.13% | +439+2.5% | Added |
| Orca Investment Management, LLC | 18,196 | $2.19M | 1.86% | −247−1.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 18,305 | $2.20M | 0.23% | −232−1.3% | Reduced |
| Retirement Guys Formula LLC | 18,323 | $2.20M | 1.01% | +15,145+476.6% | Added |
| Gillespie Robinson & Grimm Inc | 18,402 | $2.21M | 0.16% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 18,420 | $2.22M | 0.32% | +1,400+8.2% | Added |
| First City Capital Management, Inc. | 18,503 | $2.23M | 1.18% | −1,050−5.4% | Reduced |
| Avestar Capital, LLC | 18,476 | $2.23M | 0.15% | +958+5.5% | Added |
| TownSquare Capital, LLC | 18,539 | $2.23M | 0.50% | +1,781+10.6% | Added |
| Caerus Investment Advisors, LLC | 18,563 | $2.23M | 0.94% | −22−0.1% | Reduced |
| Kestra Investment Management, LLC | 18,594 | $2.24M | 0.04% | −1,272−6.4% | Reduced |
| Investors Asset Management of Georgia Inc | 18,601 | $2.24M | 0.92% | +478+2.6% | Added |
| Enterprise Financial Services Corp | 18,627 | $2.24M | 1.14% | +109+0.6% | Added |
| First Foundation Advisors | 18,637 | $2.24M | 0.09% | +3,938+26.8% | Added |
| LaSalle St. Investment Advisors, LLC | 18,663 | $2.25M | 0.32% | +1,244+7.1% | Added |