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 |
|---|---|---|---|---|---|
| Consilium Wealth Advisory, LLC | 1,711 | $205.8K | 0.07% | +1,711 | New |
| Kingsman Wealth Management, Inc. | 1,711 | $205.9K | 0.12% | +1,711 | New |
| Wealth Management Partners, LLC | 1,720 | $206.9K | 0.06% | +1,720 | New |
| Kaizen Financial Strategies | 1,794 | $207.1K | 0.09% | +1,794 | New |
| Harrington Investments, INC | 1,723 | $207.3K | 0.11% | +1,723 | New |
| Envision Financial Planning, LLC | 1,723 | $207.3K | 0.07% | +1,723 | New |
| Painted Porch Advisors LLC | 1,724 | $207.4K | 0.10% | +1,724 | New |
| Maia Wealth LLC | 1,725 | $207.5K | 0.04% | −13−0.7% | Reduced |
| Heritage Wealth Management, Inc. | 1,726 | $207.6K | 0.12% | +1,726 | New |
| Richard C. Young & CO., LTD. | 1,728 | $207.8K | 0.02% | +1,728 | New |
| Wealth Watch Advisors, INC | 1,728 | $207.9K | 0.09% | +1,336+340.8% | Added |
| Brogan Financial, Inc. | 1,730 | $208.1K | 0.09% | +1,730 | New |
| Oberweis Asset Management Inc | 1,730 | $208.1K | 0.01% | +1,730 | New |
| Slagle Financial, LLC | 1,731 | $208.2K | 0.07% | −261−13.1% | Reduced |
| Strategic Planning, Inc. | 1,737 | $208.9K | 0.10% | +1,737 | New |
| Two Sigma Securities, LLC | 1,737 | $208.9K | 0.02% | +1,737 | New |
| Penserra Capital Management LLC | 1,753 | $209.0K | 0.00% | −9,218−84.0% | Reduced |
| Next Capital Management LLC | 1,739 | $209.3K | 0.06% | +1,739 | New |
| Nvest Financial, LLC | 1,741 | $209.5K | 0.08% | +1,741 | New |
| Instrumental Wealth, LLC | 1,745 | $209.9K | 0.13% | +1,745 | New |
| Legend Capital Advisors LLC | 1,750 | $210.5K | 0.13% | +1,750 | New |
| Emergent Wealth Advisors, LLC | 1,752 | $210.7K | 0.12% | −514−22.7% | Reduced |
| Able Wealth Management LLC | 2,109 | $211.1K | 0.06% | +207+10.9% | Added |
| Iron Financial, LLC | 1,756 | $211.3K | 0.09% | +1,756 | New |
| STAR Financial Bank | 1,761 | $211.8K | 0.10% | +1,761 | New |
| Vision Retirement, LLC | 1,770 | $212.9K | 0.06% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 2,023 | $212.9K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 1,773 | $213.3K | 0.14% | −300−14.5% | Reduced |
| Mayport, LLC | 1,774 | $213.3K | 0.04% | +1,774 | New |
| FreeGulliver LLC | 1,777 | $213.8K | 0.09% | +1,777 | New |
| Invesco, LLC | 1,778 | $213.9K | 0.07% | −436−19.7% | Reduced |
| Flywheel Private Wealth LLC | 1,784 | $214.5K | 0.12% | +1,784 | New |
| MPWM Advisory Solutions, LLC | 1,785 | $214.7K | 0.11% | 00.0% | Unchanged |
| Vigilare Wealth Management | 1,785 | $214.7K | 0.07% | +1,785 | New |
| Fusion Capital, LLC | 1,791 | $215.5K | 0.06% | +1,791 | New |
| Villere St Denis J & Co LLC | 1,792 | $215.6K | 0.02% | +1,792 | New |
| Pacific Sage Partners, LLC | 1,793 | $215.6K | 0.03% | +1,793 | New |
| Crane Advisory, LLC | 1,868 | $215.7K | 0.03% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 1,794 | $215.8K | 0.10% | +1,794 | New |
| Hoge Financial Services, LLC | 1,800 | $216.5K | 0.12% | +1,800 | New |
| TAGStone Capital, Inc. | 1,787 | $216.5K | 0.08% | +1,787 | New |
| Nottingham Advisors, Inc. | 1,800 | $216.5K | 0.03% | +1,800 | New |
| Gouws Capital LLC | 1,800 | $216.5K | 0.11% | +1,800 | New |
| FCG Investment Co | 1,806 | $217.2K | 0.10% | +1,806 | New |
| Transcendent Capital Group LLC | 1,807 | $217.4K | 0.10% | −275−13.2% | Reduced |
| Aberdeen Wealth Management LLC | 1,810 | $217.8K | 0.10% | +1,810 | New |
| Atlas Private Wealth Advisors | 1,811 | $217.9K | 0.05% | −266−12.8% | Reduced |
| Centerpoint Advisory Group | 1,812 | $218.0K | 0.16% | +1,812 | New |
| Covestor Ltd | 1,813 | $218.0K | 0.15% | −2,010−52.6% | Reduced |
| Adapt Wealth Advisors, LLC | 1,814 | $218.2K | 0.08% | +1,814 | New |
| V2 Financial group LLC | 1,815 | $218.3K | 0.10% | +1,815 | New |
| PSI Advisors, LLC | 1,818 | $218.7K | 0.05% | +1,818 | New |
| Atwater Malick LLC | 1,823 | $219.3K | 0.06% | +1,823 | New |
| Corundum Trust Company, INC | 1,824 | $219.4K | 0.50% | +1,824 | New |
| Armstrong Advisory Group, Inc | 1,833 | $220.5K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,833 | $220.5K | 0.02% | +1,833 | New |
| Pennsylvania Capital Management Inc | 1,835 | $220.7K | 0.06% | +1,835 | New |
| McCollum Christoferson Group LLC | 1,835 | $220.7K | 0.07% | +1,835 | New |
| Phillips Financial Management, LLC | 1,836 | $220.9K | 0.02% | +1,836 | New |
| Southland Equity Partners LLC | 1,837 | $221.0K | 0.04% | +1,837 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,843 | $221.7K | 0.04% | +1,843 | New |
| Armstrong Henry H Associates Inc | 1,843 | $221.7K | 0.02% | −130−6.6% | Reduced |
| Financial Network Wealth Management LLC | 1,836 | $222.0K | 0.07% | +1,836 | New |
| Continental Investors Services, Inc. | 1,996 | $222.1K | 0.21% | +1,996 | New |
| McClarren Financial Advisors, Inc. | 1,847 | $222.2K | 0.13% | +1,847 | New |
| Rice Hall James & Associates, LLC | 1,850 | $222.5K | 0.01% | +1,850 | New |
| Deltec Asset Management LLC | 1,851 | $222.7K | 0.04% | +1,851 | New |
| Nalls Sherbakoff Group, LLC | 1,852 | $222.8K | 0.16% | −105−5.4% | Reduced |
| First Wilshire Securities Management Inc | 1,853 | $222.9K | 0.05% | −212−10.3% | Reduced |
| Members Wealth LLC | 1,977 | $223.2K | 0.13% | +22+1.1% | Added |
| L.K. Benson & Company, P.C. | 1,860 | $223.7K | 0.07% | +1,860 | New |
| Hillsdale Investment Management Inc. | 1,861 | $223.9K | 0.01% | −27,270−93.6% | Reduced |
| Denver Wealth Management, Inc. | 1,861 | $223.9K | 0.08% | +1,861 | New |
| TSFG, LLC | 1,863 | $224.0K | 0.03% | +187+11.2% | Added |
| Cogent Strategic Wealth LLC | 1,866 | $224.5K | 0.23% | +1,866 | New |
| Seldon Capital LP | 1,873 | $225.3K | 0.08% | +1,873 | New |
| Tannin Capital LLC | 1,873 | $225.3K | 0.16% | −61−3.2% | Reduced |
| Investmark Advisory Group LLC | 1,873 | $225.4K | 0.10% | +1,873 | New |
| Francis Financial, Inc. | 1,871 | $225.5K | 0.04% | +1,871 | New |
| Carrera Capital Advisors | 1,867 | $226.1K | 0.03% | −60−3.1% | Reduced |
| Todd Asset Management LLC | 1,880 | $226.1K | 0.00% | +1,880 | New |
| tru Independence LLC | 1,883 | $226.5K | 0.11% | −48,661−96.3% | Reduced |
| Fiducient Advisors LLC | 1,872 | $226.8K | 0.03% | −1,927−50.7% | Reduced |
| Code Waechter LLC | 1,893 | $227.7K | 0.14% | +1,893 | New |
| GSG Advisors LLC | 1,908 | $229.6K | 0.06% | +1,908 | New |
| Zinnia Wealth Advisory, LLC | 1,914 | $230.2K | 0.26% | +1,914 | New |
| Serenity Investment Advisors | 1,881 | $230.3K | 0.11% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 1,921 | $231.0K | 0.07% | +1,921 | New |
| Marathon Trading Investment Management LLC | 1,921 | $231.1K | 0.07% | +1,921 | New |
| TSA Wealth Managment LLC | 1,921 | $231.1K | 0.07% | +1,921 | New |
| Symphony Financial Services, Inc. | 1,921 | $231.1K | 0.12% | +1,921 | New |
| 1248 Management, LLC | 1,910 | $231.4K | 0.11% | 00.0% | Unchanged |
| Stillwater Wealth Management Group | 1,926 | $231.6K | 0.14% | +1,926 | New |
| Catalina Capital Group, LLC | 1,929 | $232.0K | 0.14% | +1,929 | New |
| SK Wealth Management, LLC | 1,921 | $232.1K | 0.06% | −44−2.2% | Reduced |
| Vilga Financial Planning LLC | 1,932 | $232.4K | 0.21% | +1,932 | New |
| Compass Wealth Management, LLC | 1,932 | $232.5K | 0.10% | +1,932 | New |
| Requisite Capital Management, LLC | 1,920 | $232.6K | 0.04% | −4−0.2% | Reduced |
| Marion Wealth Management | 1,934 | $232.7K | 0.05% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,935 | $232.8K | 0.08% | +1,935 | New |