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 |
|---|---|---|---|---|---|
| First PREMIER Bank | 22,012 | $2.65M | 0.61% | −508−2.3% | Reduced |
| Sippican Capital Advisors | 22,030 | $2.65M | 1.81% | −446−2.0% | Reduced |
| ARS Investment Partners, LLC | 22,066 | $2.65M | 0.14% | −520−2.3% | Reduced |
| Enhancing Capital LLC | 22,067 | $2.65M | 1.97% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 22,082 | $2.66M | 0.13% | −534−2.4% | Reduced |
| Traynor Capital Management, Inc. | 22,515 | $2.66M | 0.16% | −26−0.1% | Reduced |
| Johnson Financial Group, Inc. | 22,070 | $2.67M | 0.10% | −3,789−14.7% | Reduced |
| Peoples Financial Services Corp. | 22,233 | $2.67M | 1.27% | −145−0.6% | Reduced |
| Qtron Investments LLC | 22,233 | $2.67M | 0.36% | +80.0% | Added |
| Dominguez Wealth Management Solutions, Inc. | 22,238 | $2.67M | 1.62% | −469−2.1% | Reduced |
| Broderick Brian C | 22,250 | $2.68M | 0.49% | +253+1.2% | Added |
| Ancora Advisors, LLC | 22,292 | $2.68M | 0.06% | −392−1.7% | Reduced |
| Convergence Financial, LLC | 22,340 | $2.69M | 0.28% | +10,559+89.6% | Added |
| 3Chopt Investment Partners, LLC | 22,194 | $2.69M | 0.62% | +676+3.1% | Added |
| Reynders McVeigh Capital Management, LLC | 22,387 | $2.69M | 0.14% | −705−3.1% | Reduced |
| Private Management Group Inc | 22,402 | $2.69M | 0.08% | −514−2.2% | Reduced |
| Bridgewater Advisors Inc. | 23,809 | $2.70M | 0.16% | +53+0.2% | Added |
| Integrity Alliance, LLC. | 22,545 | $2.71M | 0.10% | +326+1.5% | Added |
| Bank Ozk | 22,558 | $2.71M | 0.96% | −2,342−9.4% | Reduced |
| DF Dent & Co Inc | 22,689 | $2.73M | 0.05% | −10,153−30.9% | Reduced |
| Machina Capital S.A.S. | 22,711 | $2.73M | 0.54% | +22,711 | New |
| SCS Capital Management LLC | 22,613 | $2.73M | 0.03% | −704−3.0% | Reduced |
| MMBG Investment Advisors Co. | 22,563 | $2.73M | 0.25% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 23,689 | $2.73M | 0.23% | +215+0.9% | Added |
| Brown Miller Wealth Management, LLC | 22,736 | $2.73M | 0.78% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 22,750 | $2.74M | 0.55% | +775+3.5% | Added |
| Cornerstone Select Advisors, LLC | 22,761 | $2.74M | 1.71% | +988+4.5% | Added |
| Keystone Financial Group | 23,222 | $2.74M | 0.19% | +469+2.1% | Added |
| Optimist Retirement Group LLC | 22,840 | $2.75M | 1.21% | −5,663−19.9% | Reduced |
| Birmingham Capital Management Co Inc | 22,978 | $2.76M | 1.17% | 00.0% | Unchanged |
| Wealth Alliance | 23,028 | $2.77M | 0.27% | +5,760+33.4% | Added |
| MV Capital Management, Inc. | 23,151 | $2.78M | 0.27% | −98−0.4% | Reduced |
| IAM Advisory, LLC | 23,237 | $2.80M | 0.63% | +170+0.7% | Added |
| Zhang Financial LLC | 23,249 | $2.80M | 0.10% | +457+2.0% | Added |
| Wellington Shields & Co., LLC | 23,266 | $2.80M | 0.71% | −100−0.4% | Reduced |
| SageView Advisory Group, LLC | 23,321 | $2.81M | 0.10% | −18,258−43.9% | Reduced |
| Fulcrum Asset Management LLP | 23,792 | $2.81M | 0.42% | +1,066+4.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 23,390 | $2.81M | 0.42% | +744+3.3% | Added |
| Callahan Advisors, LLC | 23,402 | $2.82M | 0.23% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 23,433 | $2.82M | 0.15% | +91+0.4% | Added |
| Lawood & Co | 23,443 | $2.82M | 2.62% | −1,015−4.1% | Reduced |
| Old Point Trust & Financial Services N A | 23,458 | $2.82M | 0.91% | −703−2.9% | Reduced |
| Gator Capital Management, LLC | 23,475 | $2.82M | 0.60% | −10,312−30.5% | Reduced |
| Ellevest, Inc. | 23,577 | $2.84M | 0.39% | +83+0.4% | Added |
| Massachusetts Wealth Management | 23,607 | $2.84M | 1.23% | +600+2.6% | Added |
| AlTi Global, Inc. | 23,514 | $2.85M | 0.06% | +1,823+8.4% | Added |
| Brendel Financial Advisors LLC | 23,668 | $2.85M | 1.41% | 00.0% | Unchanged |
| Cigna Investments Inc | 23,676 | $2.85M | 0.44% | −648−2.7% | Reduced |
| Marathon Capital Management | 23,685 | $2.85M | 0.64% | −9,980−29.6% | Reduced |
| Bull Harbor Capital LLC | 23,691 | $2.85M | 0.76% | +23,691 | New |
| WCG Wealth Advisors LLC | 23,708 | $2.85M | 0.08% | +448+1.9% | Added |
| Howe & Rusling Inc | 23,709 | $2.85M | 0.19% | +1,000+4.4% | Added |
| Hayek Kallen Investment Management | 23,712 | $2.85M | 0.93% | −56−0.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 23,729 | $2.85M | 0.85% | −10.0% | Reduced |
| Checchi Capital Advisers, LLC | 23,785 | $2.86M | 0.20% | +1,245+5.5% | Added |
| Littlejohn Financial Services, Inc. | 23,886 | $2.87M | 2.16% | −10,589−30.7% | Reduced |
| Madison Asset Management, LLC | 23,891 | $2.87M | 0.04% | −27−0.1% | Reduced |
| Secured Retirement Advisors, LLC | 23,897 | $2.87M | 1.63% | −244−1.0% | Reduced |
| Harbor Advisory Corp | 23,912 | $2.88M | 0.86% | −537−2.2% | Reduced |
| McAdam, LLC | 23,996 | $2.89M | 0.13% | +3,481+17.0% | Added |
| Oakmont Investment Advisors, Inc. | 24,009 | $2.89M | 2.64% | −1,270−5.0% | Reduced |
| Fiduciary Group LLC | 24,044 | $2.89M | 0.25% | +4,326+21.9% | Added |
| Curbstone Financial Management Corp | 24,064 | $2.89M | 0.55% | +200+0.8% | Added |
| Personal Cfo Solutions, LLC | 23,904 | $2.90M | 0.41% | −535−2.2% | Reduced |
| Archer Investment Corp | 24,092 | $2.90M | 0.62% | −2,739−10.2% | Reduced |
| Truvestments Capital LLC | 24,216 | $2.91M | 0.53% | +12,759+111.4% | Added |
| LVW Advisors, LLC | 24,244 | $2.92M | 0.28% | −527−2.1% | Reduced |
| Northstar Group, Inc. | 24,246 | $2.92M | 0.41% | +981+4.2% | Added |
| Sax Wealth Advisors, LLC | 27,728 | $2.92M | 0.14% | −110−0.4% | Reduced |
| Nilsine Partners, LLC | 26,478 | $2.92M | 0.23% | +2,159+8.9% | Added |
| Sumitomo Life Insurance Co | 24,295 | $2.92M | 0.07% | +612+2.6% | Added |
| Inscription Capital, LLC | 24,350 | $2.93M | 0.31% | +409+1.7% | Added |
| Stratos Wealth Advisors, LLC | 24,374 | $2.93M | 0.18% | +103+0.4% | Added |
| Mystic Asset Management, Inc. | 24,445 | $2.94M | 0.68% | +26+0.1% | Added |
| MCF Advisors LLC | 24,309 | $2.94M | 0.13% | +5,073+26.4% | Added |
| Thompson Investment Management, Inc. | 24,453 | $2.94M | 0.38% | −433−1.7% | Reduced |
| Bailard, Inc. | 24,509 | $2.95M | 0.07% | −1,571−6.0% | Reduced |
| Diversify Wealth Management, LLC | 26,577 | $2.95M | 0.05% | +18,800+241.7% | Added |
| Davis R M Inc | 24,395 | $2.95M | 0.05% | +302+1.3% | Added |
| Linden Thomas Advisory Services, LLC | 24,524 | $2.95M | 0.28% | +12,141+98.0% | Added |
| Armis Advisers, LLC | 26,115 | $2.96M | 0.29% | +117+0.5% | Added |
| Pekin Hardy Strauss, Inc. | 24,705 | $2.97M | 0.31% | −1,148−4.4% | Reduced |
| Victrix Investment Advisors | 24,714 | $2.97M | 1.08% | +373+1.5% | Added |
| Parr McKnight Wealth Management Group, LLC | 24,731 | $2.97M | 0.39% | −13,228−34.8% | Reduced |
| McKinley Carter Wealth Services, Inc. | 24,746 | $2.98M | 0.17% | −345−1.4% | Reduced |
| Leo Wealth, LLC | 24,749 | $2.98M | 0.22% | −2,099−7.8% | Reduced |
| Argent Advisors, Inc. | 24,758 | $2.98M | 0.81% | −62−0.2% | Reduced |
| Marino, Stram & Associates LLC | 24,966 | $3.00M | 0.54% | +255+1.0% | Added |
| Ally Financial Inc. | 25,000 | $3.01M | 0.37% | −128,000−83.7% | Reduced |
| Bamco Inc | 25,000 | $3.01M | 0.01% | +25,000 | New |
| Univest Financial Corp | 25,039 | $3.01M | 0.17% | −1,386−5.2% | Reduced |
| Counterweight Ventures, LLC | 25,086 | $3.02M | 1.69% | −4,800−16.1% | Reduced |
| LMG Wealth Partners, LLC | 25,087 | $3.02M | 0.55% | +925+3.8% | Added |
| Ellis Investment Partners, LLC | 25,102 | $3.02M | 0.52% | −2,670−9.6% | Reduced |
| CFC Planning Co LLC | 25,115 | $3.02M | 2.18% | −1,328−5.0% | Reduced |
| Allen Wealth Management, LLC | 25,195 | $3.03M | 1.52% | +434+1.8% | Added |
| Key Financial Inc | 25,212 | $3.03M | 0.54% | +43+0.2% | Added |
| Boothbay Fund Management, LLC | 25,244 | $3.04M | 0.07% | +19,598+347.1% | Added |
| Prudent Man Advisors, LLC | 25,248 | $3.04M | 0.91% | +8,523+51.0% | Added |
| SevenBridge Financial Group, LLC | 26,903 | $3.04M | 0.48% | −362−1.3% | Reduced |