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 |
|---|---|---|---|---|---|
| Leeward Financial Partners, LLC | 2,131 | $256.3K | 0.08% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 2,133 | $256.5K | 0.08% | −97−4.3% | Reduced |
| Muirfield Wealth Advisors LLC | 2,135 | $256.8K | 0.19% | +17+0.8% | Added |
| Accelerate Investment Advisors LLC | 2,137 | $257.0K | 0.17% | +28+1.3% | Added |
| Argos Wealth Advisors, LLC | 2,138 | $257.2K | 0.07% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,141 | $257.5K | 0.00% | +2,141 | New |
| Trust Co of Oklahoma | 2,142 | $257.7K | 0.08% | −562−20.8% | Reduced |
| ORBA Wealth Advisors, L.L.C. | 2,142 | $257.7K | 0.31% | 00.0% | Unchanged |
| Custos Family Office, LLC | 2,143 | $257.7K | 0.18% | +75+3.6% | Added |
| Pathway Financial Advisors LLC | 2,137 | $258.3K | 0.03% | −1,150−35.0% | Reduced |
| Brighton Securities Corp. | 2,148 | $258.4K | 0.12% | −550−20.4% | Reduced |
| Clune & Associates, Ltd. | 2,150 | $258.6K | 0.05% | +8+0.4% | Added |
| Sandy Cove Advisors, LLC | 2,152 | $258.9K | 0.08% | +132+6.5% | Added |
| C2C Wealth Management, LLC | 2,153 | $259.0K | 0.22% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 2,154 | $259.1K | 0.04% | +141+7.0% | Added |
| Alchemi Wealth, LLC | 2,160 | $260.0K | 0.14% | +5+0.2% | Added |
| Delta Wealth Advisors LLC | 2,169 | $260.9K | 0.20% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 2,171 | $261.1K | 0.21% | +2,002+1,184.6% | Added |
| Blue Capital, Inc. | 2,171 | $261.1K | 0.17% | 00.0% | Unchanged |
| Invested Advisors | 2,172 | $261.3K | 0.26% | +145+7.2% | Added |
| Koss-Olinger Consulting, LLC | 2,174 | $261.5K | 0.02% | −1,175−35.1% | Reduced |
| 49 Wealth Management, LLC | 2,175 | $261.6K | 0.02% | −313−12.6% | Reduced |
| Pavion Blue Capital, LLC | 2,179 | $262.1K | 0.11% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 2,182 | $262.4K | 0.07% | +12+0.6% | Added |
| Hudson Capital Management LLC | 2,182 | $262.5K | 0.07% | 00.0% | Unchanged |
| Burton Enright Welch | 2,184 | $262.7K | 0.04% | +2,184 | New |
| Exit Wealth Advisors, LLC. | 2,184 | $262.7K | 0.14% | +133+6.5% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,186 | $263.0K | 0.08% | +16+0.7% | Added |
| State of Wyoming | 2,188 | $263.2K | 0.03% | −129−5.6% | Reduced |
| Kuhn & Co Investment Counsel | 2,189 | $263.3K | 0.17% | +17+0.8% | Added |
| Taylor Securities Services, Inc. | 2,192 | $263.6K | 0.12% | +2+0.1% | Added |
| Harbour Trust & Investment Management Co | 2,192 | $263.7K | 0.03% | −80−3.5% | Reduced |
| Eagle Harbor Asset Management Inc | 2,192 | $263.7K | 0.23% | 00.0% | Unchanged |
| AMG Asset Management Group, Inc. | 2,193 | $263.8K | 0.20% | +2,193 | New |
| McIlrath & Eck, LLC | 2,198 | $264.4K | 0.02% | −3,994−64.5% | Reduced |
| Geometric Wealth Advisors | 2,200 | $264.6K | 0.03% | +9+0.4% | Added |
| Sovereign Investment Advisors, LLC | 2,200 | $264.6K | 0.06% | +2,200 | New |
| Planning Center, Inc. | 2,201 | $264.7K | 0.03% | +69+3.2% | Added |
| M3 Advisory Group, LLC | 2,203 | $264.9K | 0.16% | +229+11.6% | Added |
| Spinnaker Investment Group, LLC | 2,203 | $265.0K | 0.05% | +57+2.7% | Added |
| Bowen Hanes & Co Inc | 2,204 | $265.1K | 0.01% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 2,205 | $265.2K | 0.21% | −641−22.5% | Reduced |
| Community Bank of Raymore | 2,205 | $265.2K | 0.18% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2,205 | $265.3K | 0.04% | +17+0.8% | Added |
| Vines Capital Management, LLC | 2,208 | $265.6K | 0.26% | −21−0.9% | Reduced |
| Eagle Bluffs Wealth Management LLC | 2,195 | $265.9K | 0.10% | −70−3.1% | Reduced |
| Investment Advisory Group, LLC | 2,211 | $266.0K | 0.07% | +61+2.8% | Added |
| SkyView Investment Advisors, LLC | 2,210 | $266.0K | 0.04% | +2,210 | New |
| Hobart Private Capital, LLC | 2,219 | $266.9K | 0.05% | +295+15.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 2,220 | $267.0K | 0.07% | +237+12.0% | Added |
| Promethos Capital, LLC | 2,223 | $267.4K | 0.07% | +120+5.7% | Added |
| Triad Investment Management | 2,225 | $267.6K | 0.32% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,226 | $267.7K | 0.07% | +56+2.6% | Added |
| Integral Investment Advisors, Inc. | 2,230 | $268.3K | 0.07% | −73−3.2% | Reduced |
| Motive Wealth Advisors | 2,233 | $268.6K | 0.13% | +29+1.3% | Added |
| Skyline Advisors, Inc. | 2,238 | $269.3K | 0.09% | −5−0.2% | Reduced |
| Riverstone Advisors, LLC | 2,239 | $269.3K | 0.13% | +2,239 | New |
| XY Planning Network, Inc. | 2,234 | $270.0K | 0.04% | +2,234 | New |
| Wallington Asset Management, LLC | 2,247 | $270.3K | 0.04% | −125−5.3% | Reduced |
| Richardson Financial Services Inc. | 2,251 | $270.7K | 0.17% | +896+66.1% | Added |
| Prosperitas Financial LLC | 2,250 | $270.7K | 0.10% | +208+10.2% | Added |
| Cogent Private Wealth, Inc. | 2,260 | $271.9K | 0.20% | +2,260 | New |
| Legacy Financial Group, Inc. | 2,264 | $272.3K | 0.07% | −47−2.0% | Reduced |
| Patton Fund Management, Inc. | 2,264 | $272.3K | 0.05% | +2,264 | New |
| Rocky Mountain Advisers, LLC | 2,267 | $272.7K | 0.08% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 2,271 | $273.0K | 0.09% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,280 | $274.2K | 0.02% | −121−5.0% | Reduced |
| Tarbox Family Office, Inc. | 2,285 | $274.9K | 0.04% | −799−25.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,288 | $275.2K | 0.09% | +382+20.0% | Added |
| Avid Wealth Partners LLC | 2,299 | $277.0K | 0.13% | +186+8.8% | Added |
| Reliant Investment Management, LLC | 2,311 | $278.0K | 0.13% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,314 | $278.4K | 0.13% | −2−0.1% | Reduced |
| Wayfinding Financial, LLC | 2,307 | $279.0K | 0.12% | −53−2.2% | Reduced |
| JSF Financial, LLC | 2,323 | $279.4K | 0.05% | +412+21.6% | Added |
| Private Capital Management, LLC | 2,325 | $279.7K | 0.03% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 2,324 | $279.7K | 0.08% | −64−2.7% | Reduced |
| Hobbs Group Advisors, LLC | 2,328 | $280.1K | 0.08% | −66−2.8% | Reduced |
| Northstar Advisory Group, LLC | 2,330 | $280.2K | 0.11% | +2+0.1% | Added |
| Family Wealth Partners, LLC | 2,330 | $280.3K | 0.10% | −354−13.2% | Reduced |
| Curated Wealth Partners LLC | 2,334 | $280.8K | 0.04% | −400−14.6% | Reduced |
| Hutchinson Capital Management | 2,335 | $280.9K | 0.05% | +31+1.3% | Added |
| Harvest Investment Services, LLC | 2,337 | $281.1K | 0.05% | −380−14.0% | Reduced |
| Northbridge Financial Group, LLC | 2,346 | $281.9K | 0.12% | +55+2.4% | Added |
| Genesis Private Wealth, LLC | 2,348 | $282.4K | 0.09% | +357+17.9% | Added |
| Horst & Graben Wealth Management LLC | 2,564 | $282.6K | 0.04% | +188+7.9% | Added |
| Tribridge Partners Financial LLC | 2,340 | $282.8K | 0.12% | +2,340 | New |
| Aspen Capital Management, LLC | 2,357 | $283.5K | 0.07% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2,358 | $283.6K | 0.09% | −70−2.9% | Reduced |
| Holland Advisory Services, Inc. | 2,360 | $283.9K | 0.38% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 2,363 | $284.0K | 0.01% | 00.0% | Unchanged |
| North Forty Two & Co. | 2,362 | $284.1K | 0.26% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 2,366 | $284.6K | 0.02% | +2,366 | New |
| Eurizon SLJ Capital Ltd | 2,367 | $284.7K | 0.14% | −3,988−62.8% | Reduced |
| KWB Wealth | 2,705 | $284.7K | 0.03% | 00.0% | Unchanged |
| Evansbrook LLC | 2,367 | $284.7K | 0.19% | +58+2.5% | Added |
| Charter Capital Management, LLC | 2,376 | $285.9K | 0.14% | +10.0% | Added |
| London Co of Virginia | 2,378 | $286.0K | 0.00% | −1,491−38.5% | Reduced |
| Santori & Peters | 2,385 | $286.9K | 0.09% | +38+1.6% | Added |
| SFMG, LLC | 2,387 | $287.1K | 0.02% | +2,387 | New |
| Hanlon Investment Management, Inc. | 2,389 | $287.4K | 0.16% | +203+9.3% | Added |