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
- 1,467 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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 900 | $108.0K | 0.05% | −9,300−91.2% | Reduced |
| Cedar Mountain Advisors, LLC | 918 | $110.5K | 0.02% | +248+37.0% | Added |
| DiNuzzo Private Wealth, Inc. | 921 | $110.8K | 0.01% | +31+3.5% | Added |
| Prosperity Bancshares Inc | 928 | $111.6K | 0.09% | +683+278.8% | Added |
| Holos Integrated Wealth LLC | 951 | $113.4K | 0.06% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 947 | $113.9K | 0.02% | −43−4.3% | Reduced |
| Highline Wealth Partners LLC | 954 | $114.7K | 0.03% | +186+24.2% | Added |
| Ulland Investment Advisors, LLC | 957 | $115.0K | 0.10% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 956 | $115.1K | 0.03% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 962 | $115.7K | 0.01% | +347+56.4% | Added |
| Principia Wealth Advisory, LLC | 963 | $115.8K | 0.07% | +35+3.8% | Added |
| Ogorek Anthony Joseph | 980 | $117.0K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 979 | $117.8K | 0.01% | −59−5.7% | Reduced |
| Ares Financial Consulting, LLC | 977 | $118.1K | 0.09% | +364+59.4% | Added |
| Kozak & Associates, Inc. | 998 | $120.0K | 0.02% | +6+0.6% | Added |
| Fourth Dimension Wealth, LLC | 999 | $120.2K | 0.05% | −621−38.3% | Reduced |
| Cornerstone National Bank & Trust Co | 1,000 | $120.8K | 0.04% | 00.0% | Unchanged |
| Midway Capital Research & Management | 1,009 | $121.4K | 0.11% | +1,009 | New |
| Centerpoint Advisors, LLC | 1,035 | $125.0K | 0.04% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 1,044 | $125.6K | 0.09% | +1+0.1% | Added |
| CGC Financial Services, LLC | 1,045 | $125.7K | 0.04% | −349−25.0% | Reduced |
| Bare Financial Services, Inc | 1,047 | $125.9K | 0.03% | −111−9.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,051 | $126.4K | 0.04% | −48−4.4% | Reduced |
| Robinswood Financial LLC | 1,052 | $126.6K | 0.04% | +7+0.7% | Added |
| Hughes Financial Services, LLC | 1,053 | $126.7K | 0.02% | +60+6.0% | Added |
| Riverview Trust Co | 1,080 | $129.9K | 0.16% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,091 | $131.2K | 0.16% | +731+203.1% | Added |
| Creative Capital Management Investments LLC | 1,113 | $133.9K | 0.04% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1,113 | $133.9K | 0.11% | +7+0.6% | Added |
| West Financial Advisors, LLC | 1,114 | $134.0K | 0.02% | −82−6.9% | Reduced |
| PlanVest Financial, Inc | 1,121 | $134.9K | 0.10% | +1,121 | New |
| Dogwood Wealth Management LLC | 1,127 | $135.6K | 0.06% | +87+8.4% | Added |
| Essex Investment Management Co LLC | 1,132 | $136.2K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,186 | $142.7K | 0.14% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,200 | $144.3K | 0.03% | 00.0% | Unchanged |
| Whi Trust Co LLC | 1,200 | $144.3K | 0.11% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,222 | $147.0K | 0.09% | −121−9.0% | Reduced |
| ZRC Wealth Management, LLC | 1,225 | $147.4K | 0.05% | +29+2.4% | Added |
| Ritter Daniher Financial Advisory LLC | 1,257 | $151.2K | 0.03% | −49−3.8% | Reduced |
| Twin Lakes Capital Management, LLC | 1,325 | $159.4K | 0.07% | +3+0.2% | Added |
| Anfield Capital Management, LLC | 1,338 | $161.0K | 0.04% | +1,020+320.8% | Added |
| Kerr Financial Planning Corp | 1,459 | $161.4K | 0.20% | +9+0.6% | Added |
| Syntax Research, Inc. | 1,381 | $166.1K | 0.11% | −3,435−71.3% | Reduced |
| Tower View Investment Management & Research LLC | 1,381 | $166.2K | 0.09% | +10+0.7% | Added |
| WPG Advisers, LLC | 1,396 | $167.9K | 0.12% | −94−6.3% | Reduced |
| Stone House Investment Management, LLC | 1,400 | $168.4K | 0.03% | +161+13.0% | Added |
| Blume Capital Management, Inc. | 1,400 | $168.4K | 0.03% | −250−15.2% | Reduced |
| Fountainhead AM, LLC | 1,408 | $169.4K | 0.15% | +1,356+2,607.7% | Added |
| Archetype Wealth Partners | 1,463 | $176.0K | 0.02% | +1,463 | New |
| Financial Perspectives, Inc | 1,468 | $176.6K | 0.05% | +150+11.4% | Added |
| Paladin Advisory Group, LLC | 1,478 | $177.8K | 0.14% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,482 | $178.3K | 0.06% | +22+1.5% | Added |
| Basepoint Wealth LLC | 1,482 | $178.3K | 0.10% | −228−13.3% | Reduced |
| FWL Investment Management, LLC | 1,499 | $180.3K | 0.04% | +104+7.5% | Added |
| Vermillion Wealth Management, Inc. | 1,499 | $180.3K | 0.07% | +149+11.0% | Added |
| Evergreen Private Wealth LLC | 1,503 | $180.8K | 0.07% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,542 | $185.5K | 0.09% | −12−0.8% | Reduced |
| S&T Bank | 1,564 | $188.1K | 0.07% | +104+7.1% | Added |
| First Community Trust NA | 1,575 | $189.5K | 0.14% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,577 | $189.7K | 0.47% | +1,577 | New |
| 1 North Wealth Services LLC | 1,597 | $192.1K | 0.07% | −27−1.7% | Reduced |
| GGM Financials LLC | 1,603 | $192.9K | 0.09% | +12+0.8% | Added |
| Bernard Wealth Management Corp. | 1,608 | $193.4K | 0.08% | 00.0% | Unchanged |
| Ballast Advisors LLC | 1,630 | $196.1K | 0.06% | +1,630 | New |
| Plante Moran Financial Advisors, LLC | 1,642 | $197.5K | 0.01% | −1,918−53.9% | Reduced |
| SJS Investment Consulting Inc. | 1,643 | $197.6K | 0.02% | −514−23.8% | Reduced |
| Innova Wealth Partners | 1,655 | $199.1K | 0.09% | +1,655 | New |
| High Point Wealth Management, LLC | 1,659 | $199.6K | 0.19% | −105−6.0% | Reduced |
| Hamrick Investment Counsel, llc | 1,650 | $199.9K | 0.11% | −70−4.1% | Reduced |
| Stony Point Wealth Management Inc. | 1,664 | $200.2K | 0.08% | −457−21.5% | Reduced |
| Richardson Capital Management LLC | 1,669 | $200.8K | 0.10% | +78+4.9% | Added |
| Matrix Asset Advisors Inc | 1,671 | $201.0K | 0.02% | −1,191−41.6% | Reduced |
| Eagle Wealth Advisors LLC | 1,666 | $201.8K | 0.19% | +1,666 | New |
| Oliver Luxxe Assets LLC | 1,679 | $201.9K | 0.03% | −377−18.3% | Reduced |
| GDS Wealth Management | 1,682 | $202.3K | 0.01% | +1,682 | New |
| Valley Financial Group, Inc. | 1,683 | $202.5K | 0.11% | +1,683 | New |
| Aspire Capital Advisors LLC | 1,684 | $202.6K | 0.05% | +1,684 | New |
| JBR Co Financial Management Inc | 1,925 | $202.6K | 0.08% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 1,688 | $203.1K | 0.03% | +1,688 | New |
| Ayrshire Capital Management LLC | 1,692 | $203.5K | 0.11% | −225−11.7% | Reduced |
| Adams Wealth Management | 1,693 | $203.7K | 0.04% | +1,693 | New |
| CacheTech Inc. | 1,693 | $203.7K | 0.04% | +1,693 | New |
| Andina Capital Management, LLC | 1,694 | $203.8K | 0.18% | +1,694 | New |
| Iowa State Bank | 1,696 | $204.0K | 0.04% | −1,124−39.9% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,696 | $204.0K | 0.11% | +1,696 | New |
| Nolet Wealth Management, LLC | 1,697 | $204.2K | 0.12% | +1,697 | New |
| Good Harbor Advisors, Inc. | 1,698 | $204.3K | 0.22% | +1,698 | New |
| Penbrook Management LLC | 1,700 | $204.5K | 0.15% | +1,700 | New |
| Wedgewood Investors Inc | 1,701 | $204.6K | 0.23% | +1,701 | New |
| Cardinal Strategic Wealth Guidance | 1,703 | $204.9K | 0.05% | +1,703 | New |
| Private Advisory Group LLC | 1,704 | $205.0K | 0.01% | +1,704 | New |
| Endeavor Private Wealth, Inc. | 1,693 | $205.1K | 0.06% | +1,693 | New |
| Abound Wealth Management | 1,706 | $205.2K | 0.05% | +152+9.8% | Added |
| KG&L Capital Management,LLC | 1,724 | $205.3K | 0.15% | −2,796−61.9% | Reduced |
| Raffa Wealth Management, LLC | 1,707 | $205.3K | 0.03% | +75+4.6% | Added |
| Sherman Asset Management, Inc. | 1,708 | $205.5K | 0.19% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 1,708 | $205.5K | 0.13% | +1,708 | New |
| EPG Wealth Management LLC | 1,709 | $205.6K | 0.06% | +1,709 | New |
| Encompass More Asset Management | 1,710 | $205.7K | 0.03% | −3,701−68.4% | Reduced |
| Breakthru Advisory Services, LLC | 1,710 | $205.7K | 0.33% | +1,710 | New |