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 |
|---|---|---|---|---|---|
| Riverbend Wealth Management, LLC | 18,681 | $2.25M | 1.40% | +1,413+8.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 18,735 | $2.25M | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 18,737 | $2.25M | 0.12% | +4,382+30.5% | Added |
| Field & Main Bank | 18,788 | $2.26M | 0.66% | −90−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 18,815 | $2.26M | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 18,834 | $2.27M | 0.12% | +57+0.3% | Added |
| Mayflower Financial Advisors, LLC | 18,836 | $2.27M | 0.28% | −195−1.0% | Reduced |
| Tealwood Asset Management Inc | 18,852 | $2.27M | 1.03% | −208−1.1% | Reduced |
| Altfest L J & Co Inc | 18,864 | $2.27M | 0.24% | −9,085−32.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 18,878 | $2.27M | 0.01% | +18,878 | New |
| Blue Edge Capital, LLC | 18,891 | $2.27M | 0.30% | +837+4.6% | Added |
| First County Bank | 18,936 | $2.28M | 1.22% | −65−0.3% | Reduced |
| bLong Financial, LLC | 18,938 | $2.28M | 1.72% | −111−0.6% | Reduced |
| Strategic Financial Services, Inc, | 19,006 | $2.29M | 0.11% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 19,008 | $2.29M | 0.25% | −50−0.3% | Reduced |
| Redmond Asset Management, LLC | 19,017 | $2.29M | 0.62% | −5,731−23.2% | Reduced |
| Kera Capital Partners, Inc. | 19,037 | $2.29M | 0.28% | −221−1.1% | Reduced |
| Mindset Wealth Management, LLC | 19,097 | $2.30M | 0.62% | +1,738+10.0% | Added |
| Wolff Wiese Magana LLC | 19,164 | $2.31M | 1.27% | +595+3.2% | Added |
| Ti-Trust, Inc | 19,200 | $2.31M | 1.37% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 19,206 | $2.31M | 0.14% | −683−3.4% | Reduced |
| Catalyst Financial Partners LLC | 19,218 | $2.31M | 0.27% | +1,627+9.2% | Added |
| JFS Wealth Advisors, LLC | 19,219 | $2.31M | 0.13% | +735+4.0% | Added |
| Borer Denton & Associates, Inc. | 19,248 | $2.32M | 0.83% | +4,899+34.1% | Added |
| Inman Jager Wealth Management, LLC | 19,317 | $2.32M | 1.36% | +463+2.5% | Added |
| Dudley Capital Management, LLC | 19,368 | $2.33M | 1.03% | +80.0% | Added |
| Atlantic Trust, LLC | 19,453 | $2.34M | 0.38% | +220+1.1% | Added |
| Jefferson Bridge Capital, LLC | 19,470 | $2.34M | 2.33% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 19,474 | $2.34M | 0.25% | +1,984+11.3% | Added |
| Stolper Co | 7,547 | $2.35M | 0.77% | −23,141−75.4% | Reduced |
| Ostrum Asset Management | 19,519 | $2.35M | 0.13% | −38,649−66.4% | Reduced |
| Ameritas Advisory Services, LLC | 19,531 | $2.35M | 0.09% | +804+4.3% | Added |
| SWS Partners | 19,481 | $2.36M | 0.58% | +176+0.9% | Added |
| Cidel Asset Management Inc | 19,652 | $2.36M | 0.13% | +2,592+15.2% | Added |
| IMA Wealth, Inc. | 19,570 | $2.37M | 0.23% | −1,095−5.3% | Reduced |
| SBI Securities Co., Ltd. | 19,782 | $2.38M | 0.07% | −1,419−6.7% | Reduced |
| Kendall Capital Management | 19,782 | $2.38M | 0.49% | +975+5.2% | Added |
| Pflug Koory, LLC | 19,792 | $2.38M | 1.09% | +114+0.6% | Added |
| William B. Walkup & Associates, Inc. | 26,717 | $2.40M | 1.43% | −374−1.4% | Reduced |
| Everhart Financial Group, Inc. | 19,974 | $2.40M | 0.20% | +4,823+31.8% | Added |
| Portside Wealth Group, LLC | 19,981 | $2.40M | 0.33% | −4,038−16.8% | Reduced |
| Founders Financial Securities LLC | 19,593 | $2.40M | 0.14% | −264−1.3% | Reduced |
| Barry Investment Advisors, LLC | 19,852 | $2.40M | 0.53% | −20.0% | Reduced |
| DAGCO, Inc. | 20,084 | $2.42M | 0.52% | −50.0% | Reduced |
| Insight Advisors, LLC | 20,086 | $2.42M | 0.46% | −238−1.2% | Reduced |
| Brady Martz Wealth Solutions, LLC | 20,113 | $2.42M | 0.41% | +1,789+9.8% | Added |
| Flavin Financial Services, Inc. | 20,133 | $2.42M | 1.63% | +301+1.5% | Added |
| Spire Wealth Management | 20,151 | $2.42M | 0.08% | −624−3.0% | Reduced |
| Jeppson Wealth Management, LLC | 20,188 | $2.43M | 0.76% | +52+0.3% | Added |
| HighPoint Advisor Group LLC | 20,213 | $2.43M | 0.10% | −65,564−76.4% | Reduced |
| Family Capital Trust Co | 20,232 | $2.43M | 0.88% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 20,300 | $2.44M | 0.03% | +2,860+16.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 20,313 | $2.44M | 0.41% | +20,313 | New |
| Probity Advisors, Inc. | 20,319 | $2.44M | 0.39% | −503−2.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 20,346 | $2.45M | 0.26% | +258+1.3% | Added |
| Next Level Private LLC | 20,516 | $2.47M | 0.56% | +297+1.5% | Added |
| Orion Investment Co | 20,574 | $2.47M | 0.79% | 00.0% | Unchanged |
| Marathon Wealth Advisors LLC | 20,596 | $2.48M | 1.02% | +594+3.0% | Added |
| Advyzon Investment Management, LLC | 20,654 | $2.48M | 0.22% | +1,565+8.2% | Added |
| Geneos Wealth Management Inc. | 20,754 | $2.50M | 0.06% | −431−2.0% | Reduced |
| Calamos Wealth Management LLC | 20,812 | $2.50M | 0.09% | +1,522+7.9% | Added |
| Stonebridge Capital Management Inc | 20,822 | $2.50M | 1.14% | +20,822 | New |
| Silverlake Wealth Management LLC | 20,871 | $2.51M | 0.53% | −247−1.2% | Reduced |
| Insight Inv LLC | 20,904 | $2.51M | 1.38% | +110+0.5% | Added |
| Waddell & Associates, LLC | 20,932 | $2.52M | 0.14% | +720+3.6% | Added |
| Red Cedar Investment Management, LLC | 20,972 | $2.52M | 0.26% | −120−0.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 20,984 | $2.52M | 0.21% | −2,854−12.0% | Reduced |
| Coastal Bridge Advisors, LLC | 21,049 | $2.53M | 0.18% | −5,751−21.5% | Reduced |
| Gen-Wealth Partners Inc | 21,055 | $2.53M | 0.80% | −1,028−4.7% | Reduced |
| Cozad Asset Management Inc | 21,181 | $2.55M | 0.20% | −67−0.3% | Reduced |
| Moody National Bank Trust Division | 21,191 | $2.55M | 0.24% | +237+1.1% | Added |
| IVC Wealth Advisors LLC | 21,194 | $2.55M | 1.11% | −463−2.1% | Reduced |
| Fairfield, Bush & Co. | 21,247 | $2.56M | 1.42% | −1,247−5.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,278 | $2.56M | 0.71% | −18−0.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 21,332 | $2.57M | 0.14% | +11,399+114.8% | Added |
| OmniStar Financial Group, Inc. | 21,386 | $2.57M | 1.33% | +2,512+13.3% | Added |
| Sheets Smith Wealth Management | 21,382 | $2.57M | 0.29% | +205+1.0% | Added |
| Ausdal Financial Partners, Inc. | 21,392 | $2.57M | 0.12% | +4,639+27.7% | Added |
| Exencial Wealth Advisors, LLC | 21,409 | $2.58M | 0.08% | −3,307−13.4% | Reduced |
| Drucker Wealth 3.0, LLC | 21,410 | $2.58M | 0.45% | +3,384+18.8% | Added |
| CNB Bank | 21,415 | $2.58M | 1.08% | −47−0.2% | Reduced |
| Sectoral Asset Management Inc | 21,480 | $2.58M | 2.14% | +80+0.4% | Added |
| NTV Asset Management LLC | 21,520 | $2.59M | 0.28% | −254−1.2% | Reduced |
| Sierra Summit Advisors LLC | 21,563 | $2.59M | 0.38% | +1,443+7.2% | Added |
| Peak Retirement Planning, Inc. | 21,599 | $2.60M | 0.54% | +1,362+6.7% | Added |
| Allred Capital Management, LLC | 21,600 | $2.60M | 0.95% | +239+1.1% | Added |
| Green Square Capital Advisors LLC | 21,625 | $2.60M | 0.27% | −301−1.4% | Reduced |
| Capital Asset Advisory Services LLC | 22,240 | $2.60M | 0.10% | −437−1.9% | Reduced |
| Montecito Bank & Trust | 21,682 | $2.61M | 0.43% | −1,054−4.6% | Reduced |
| Beaton Management Co. Inc. | 21,687 | $2.61M | 1.16% | −300−1.4% | Reduced |
| Naviter Wealth, LLC | 21,629 | $2.62M | 0.33% | +1,282+6.3% | Added |
| ESG Planning | 21,785 | $2.62M | 1.14% | −26,181−54.6% | Reduced |
| Cornerstone Wealth Group, LLC | 23,392 | $2.63M | 0.17% | +1,051+4.7% | Added |
| Forty-three Eighteen Advisors, LLC | 21,894 | $2.63M | 1.98% | +21,894 | New |
| Shrier Wealth Management, LLC | 21,935 | $2.64M | 0.96% | −192−0.9% | Reduced |
| Childress Capital Advisors, LLC | 21,942 | $2.64M | 0.48% | −877−3.8% | Reduced |
| Monument Capital Management | 21,955 | $2.64M | 0.66% | +3,265+17.5% | Added |
| Forum Finance Group S.A. | 27,780 | $2.64M | 1.43% | +27,780 | New |
| Infrastructure Capital Advisors, LLC | 21,977 | $2.64M | 0.25% | +6,968+46.4% | Added |
| RHL Group, LLC | 21,997 | $2.65M | 2.26% | +4,002+22.2% | Added |