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 |
|---|---|---|---|---|---|
| Centennial Wealth Advisory LLC | 1,937 | $232.9K | 0.06% | −221−10.2% | Reduced |
| CCG Wealth Management, LLC | 1,924 | $233.1K | 0.06% | +1,924 | New |
| MPS Loria Financial Planners, LLC | 1,938 | $233.1K | 0.06% | +10+0.5% | Added |
| Integrity Advisory Solutions, LLC | 1,938 | $233.2K | 0.03% | +1,938 | New |
| Bayban | 1,939 | $233.2K | 0.20% | −38−1.9% | Reduced |
| Rockbridge Investment Management, LCC | 1,941 | $233.5K | 0.02% | 00.0% | Unchanged |
| Arta Finance Wealth Management LLC | 1,945 | $234.0K | 0.12% | +1,945 | New |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 1,947 | $234.2K | 0.21% | 00.0% | Unchanged |
| Rock Point Advisors, LLC | 1,951 | $234.7K | 0.06% | +1,951 | New |
| Truepoint, Inc. | 1,952 | $234.8K | 0.01% | +1,952 | New |
| DDFG, Inc | 1,952 | $234.8K | 0.05% | +15+0.8% | Added |
| CapitalatWork S.A. | – | $235.0K | 0.01% | – | – |
| Avion Wealth | 1,956 | $235.0K | 0.05% | +88+4.7% | Added |
| HFG Advisors, Inc. | 1,954 | $235.0K | 0.17% | +45+2.4% | Added |
| Whitcomb & Hess, Inc. | 1,954 | $235.1K | 0.05% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 1,956 | $235.3K | 0.06% | −736−27.3% | Reduced |
| Blalock Williams, LLC | 1,956 | $235.3K | 0.18% | +1,956 | New |
| Acorn Creek Capital LLC | 1,956 | $235.3K | 0.08% | +1,956 | New |
| Coerente Capital Management | 1,958 | $235.5K | 0.04% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 1,958 | $235.5K | 0.04% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 1,959 | $235.6K | 0.03% | −38−1.9% | Reduced |
| Marin Bay Wealth Advisors, LLC | 1,962 | $236.0K | 0.14% | −282−12.6% | Reduced |
| Peak Planning Group, LLC | 1,963 | $236.1K | 0.07% | +5+0.3% | Added |
| Canal Capital Management, LLC | 1,964 | $236.2K | 0.03% | +1,964 | New |
| Landaas & Co | 1,965 | $236.3K | 0.05% | +7+0.4% | Added |
| Henson-Edgewater Management, LLC | 1,965 | $236.4K | 0.15% | 00.0% | Unchanged |
| BAM Wealth Management, LLC | 1,966 | $236.5K | 0.18% | −293−13.0% | Reduced |
| American Financial Advisors, LLC | 1,970 | $236.9K | 0.03% | +12+0.6% | Added |
| Financially in Tune, LLC | 1,971 | $237.1K | 0.20% | −300−13.2% | Reduced |
| Westhampton Capital, LLC | 1,975 | $237.6K | 0.11% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,975 | $237.6K | 0.20% | −38−1.9% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,965 | $237.6K | 0.01% | −136−6.5% | Reduced |
| Panoramic Capital Partners, LLC | 1,977 | $237.8K | 0.15% | +1,977 | New |
| Peachtree Investment Partners, LLC | 1,981 | $238.3K | 0.09% | −8−0.4% | Reduced |
| Essential Investment Partners LLC | 1,985 | $238.8K | 0.22% | +94+5.0% | Added |
| Bluesphere Advisors, LLC | 1,987 | $239.0K | 0.08% | +3+0.2% | Added |
| CM Wealth Advisors LLC | 1,974 | $239.1K | 0.05% | +1,974 | New |
| Yoder Wealth Management, Inc. | 1,990 | $239.4K | 0.11% | +58+3.0% | Added |
| SL Advisors, LLC | 1,992 | $239.6K | 0.41% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 1,992 | $239.6K | 0.12% | +1,992 | New |
| Total Investment Management Inc | 1,993 | $239.7K | 0.03% | +50+2.6% | Added |
| Compass Financial Group, INC | 1,994 | $239.9K | 0.03% | +1,994 | New |
| Brown Wealth Management, LLC | 1,995 | $240.0K | 0.06% | +1,995 | New |
| American Money Management, LLC | 1,996 | $240.1K | 0.04% | +93+4.9% | Added |
| NWK Group, Inc. | 2,000 | $240.6K | 0.09% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 2,000 | $240.6K | 0.07% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 2,000 | $240.6K | 0.18% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 2,000 | $240.6K | 0.00% | +2,000 | New |
| Capital Investment Management, Inc. | 2,004 | $241.0K | 0.08% | −140−6.5% | Reduced |
| Bay Rivers Group | 2,005 | $241.2K | 0.10% | −200−9.1% | Reduced |
| Gordian Advisors LLC | 2,005 | $241.2K | 0.16% | 00.0% | Unchanged |
| Hilltop Wealth Advisors, LLC | 2,007 | $241.4K | 0.14% | +102+5.4% | Added |
| Spectrum Planning & Advisory Services Inc. | 2,007 | $241.5K | 0.12% | −260−11.5% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 2,011 | $241.9K | 0.04% | −20−1.0% | Reduced |
| Cabot Wealth Management Inc | 2,013 | $242.1K | 0.03% | +2,013 | New |
| KFG Wealth Management, LLC | 2,014 | $242.3K | 0.03% | +2,014 | New |
| Palisade Capital Management LLC | 2,014 | $242.3K | 0.01% | 00.0% | Unchanged |
| Optima Capital LLC | 2,009 | $242.5K | 0.11% | +22+1.1% | Added |
| Sachetta, LLC | 2,013 | $242.8K | 0.13% | +41+2.1% | Added |
| Madison Wealth Partners, Inc | 2,018 | $242.8K | 0.04% | +2,018 | New |
| Fortitude Family Office, LLC | 2,022 | $243.2K | 0.05% | +349+20.9% | Added |
| Pacific Center for Financial Services | 2,026 | $243.7K | 0.06% | −500−19.8% | Reduced |
| Creekside Partners | 2,028 | $243.9K | 0.10% | +2+0.1% | Added |
| Aua Capital Management, LLC | 2,030 | $244.2K | 0.12% | 00.0% | Unchanged |
| J. Derek Lewis & Associates Inc. | 2,031 | $244.3K | 0.05% | −10.0% | Reduced |
| Stembrook Asset Management, LLC | 2,040 | $245.4K | 0.24% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 2,040 | $245.4K | 0.05% | +2,040 | New |
| Seed Wealth Management, Inc. | 2,041 | $245.5K | 0.17% | −2−0.1% | Reduced |
| Capital Investment Counsel, LLC | 2,041 | $245.5K | 0.03% | +23+1.1% | Added |
| Investment Management Trust, LLC | 2,043 | $245.7K | 0.24% | +2,043 | New |
| United Bank | 2,046 | $246.1K | 0.08% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 2,047 | $246.3K | 0.01% | +2,047 | New |
| Monetary Solutions, Ltd | 2,049 | $246.5K | 0.24% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 2,050 | $246.6K | 0.09% | +2,050 | New |
| Intrepid Capital Management Inc | 2,055 | $247.2K | 0.09% | +11+0.5% | Added |
| Fortress Financial Group, LLC | 2,056 | $247.3K | 0.18% | −1,163−36.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,062 | $248.0K | 0.02% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 2,053 | $248.1K | 0.34% | −169−7.6% | Reduced |
| Vivid Wealth Management, LLC | 2,070 | $248.9K | 0.10% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 2,070 | $249.0K | 0.20% | −400−16.2% | Reduced |
| Master's Wealth Management Inc. | 2,071 | $249.1K | 0.08% | +115+5.9% | Added |
| Fagan Associates, Inc. | 2,075 | $249.6K | 0.03% | −43−2.0% | Reduced |
| Heritage Oak Wealth Advisors LLC | 2,062 | $249.6K | 0.08% | +2,062 | New |
| Delta Capital Management LLC | 2,080 | $250.0K | 0.14% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 2,080 | $250.1K | 0.18% | −1,575−43.1% | Reduced |
| Gerber, LLC | 2,082 | $250.4K | 0.14% | +10.0% | Added |
| Spectrum Investment Advisors, Inc. | 2,083 | $250.5K | 0.12% | +51+2.5% | Added |
| First National Bank Sioux Falls | 2,170 | $250.5K | 0.07% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,083 | $250.6K | 0.13% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 2,092 | $251.0K | 0.07% | 00.0% | Unchanged |
| Brio Consultants, LLC | 2,226 | $251.9K | 0.03% | −12−0.5% | Reduced |
| J.M. Arbour, LLC | 2,095 | $252.0K | 0.24% | +2,095 | New |
| Redwood Park Advisors LLC | 2,097 | $252.2K | 0.19% | +13+0.6% | Added |
| FSA Advisors, Inc. | 2,097 | $252.3K | 0.17% | −9,183−81.4% | Reduced |
| American Capital Management Inc | 2,100 | $252.6K | 0.01% | 00.0% | Unchanged |
| TT International Asset Management LTD | 2,100 | $252.6K | 0.03% | +2,100 | New |
| City Center Advisors, LLC | 2,105 | $253.2K | 0.23% | +2,105 | New |
| Miramontes Capital, LLC | 2,112 | $254.1K | 0.09% | −17−0.8% | Reduced |
| Grant Street Asset Management, Inc. | 2,120 | $255.0K | 0.05% | +2,120 | New |
| Integrity Financial Corp | 2,105 | $255.0K | 0.13% | +2,105 | New |