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 |
|---|---|---|---|---|---|
| Integrated Wealth Management | 2,393 | $287.8K | 0.33% | −367−13.3% | Reduced |
| E6 Portfolios, LLC | 2,399 | $288.5K | 0.30% | +5+0.2% | Added |
| Cohen & Steers, Inc. | 2,400 | $289.0K | 0.00% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 2,405 | $289.3K | 0.15% | −71−2.9% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 2,407 | $289.5K | 0.08% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 2,409 | $289.8K | 0.09% | −1,375−36.3% | Reduced |
| Leslie Global Wealth, LLC | 2,410 | $289.9K | 0.15% | −171−6.6% | Reduced |
| Alessandra Capital Management, LLC | 2,410 | $289.9K | 0.25% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 2,411 | $290.0K | 0.02% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 2,411 | $290.0K | 0.04% | −137−5.4% | Reduced |
| Lantern Wealth Advisors, LLC | 2,412 | $290.2K | 0.15% | +102+4.4% | Added |
| Green Harvest Asset Management LLC | 2,413 | $290.3K | 0.00% | +6+0.2% | Added |
| Cape Investment Advisory, Inc. | 2,414 | $290.4K | 0.10% | +1,478+157.9% | Added |
| Pacitti Group Inc. | 2,404 | $290.4K | 0.11% | −10.0% | Reduced |
| Coquina Private Wealth LLC | 2,414 | $290.4K | 0.23% | −32−1.3% | Reduced |
| IFC Advisors LLC | 2,418 | $290.9K | 0.04% | −824−25.4% | Reduced |
| Wealthedge Investment Advisors, LLC | 2,418 | $290.9K | 0.11% | +10+0.4% | Added |
| Tamar Securities, LLC | 2,423 | $291.4K | 0.03% | +101+4.3% | Added |
| Granville Capital, Inc. | 2,423 | $291.5K | 0.15% | −210−8.0% | Reduced |
| Strait & Sound Wealth Management LLC | 2,424 | $291.6K | 0.11% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,426 | $291.8K | 0.08% | +3+0.1% | Added |
| Wealth Advisors of Iowa, LLC | 2,426 | $291.8K | 0.09% | +41+1.7% | Added |
| Asset Planning,Inc | 2,427 | $292.0K | 0.21% | +14+0.6% | Added |
| Pointe Capital Management LLC | 2,431 | $292.4K | 0.14% | +95+4.1% | Added |
| Pine Harbor Wealth Management, LLC | 2,435 | $292.9K | 0.09% | +2+0.1% | Added |
| Elevated Capital Advisors, LLC | 2,440 | $293.5K | 0.07% | −13,424−84.6% | Reduced |
| Clarendon Private LLC | 2,441 | $293.6K | 0.23% | +2,441 | New |
| Legacy Wealth Advisors, LLC | 2,443 | $293.9K | 0.15% | +2,443 | New |
| Haven Private, LLC | 2,444 | $294.0K | 0.13% | +29+1.2% | Added |
| Summit Place Financial Advisors, LLC | 2,445 | $294.1K | 0.14% | +2,445 | New |
| Sand Hill Global Advisors, LLC | 2,449 | $294.5K | 0.01% | +145+6.3% | Added |
| REAP Financial Group, LLC | 2,450 | $294.7K | 0.06% | +500+25.6% | Added |
| Cooper/Haims Advisors, LLC | 2,450 | $294.7K | 0.14% | +50+2.1% | Added |
| Seelaus Asset Management LLC | 2,450 | $294.8K | 0.21% | +2,450 | New |
| Grey Fox Wealth Advisors, LLC | 2,439 | $295.4K | 0.06% | +3+0.1% | Added |
| Custom Index Systems, LLC | 2,459 | $295.8K | 0.13% | +2,459 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,462 | $296.3K | 0.12% | −1,747−41.5% | Reduced |
| Academy Capital Management Inc | 2,469 | $297.0K | 0.04% | −55−2.2% | Reduced |
| Signature Equity Partners, LLC | 2,470 | $297.2K | 0.16% | +1,640+197.6% | Added |
| Acorns Advisers, LLC | 2,479 | $298.0K | 0.00% | +40+1.6% | Added |
| American Trust Investment Advisors, LLC | 2,483 | $298.7K | 0.17% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 2,484 | $298.7K | 0.07% | 00.0% | Unchanged |
| Invst, LLC | 2,487 | $299.2K | 0.03% | −162−6.1% | Reduced |
| Private Wealth Management Group, LLC | 2,491 | $299.6K | 0.08% | −48−1.9% | Reduced |
| Quad-Cities Investment Group, LLC | 2,492 | $299.7K | 0.12% | +110+4.6% | Added |
| Forte Asset Management LLC | 2,475 | $299.8K | 0.13% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,500 | $300.7K | 0.13% | −111−4.3% | Reduced |
| Harvey Capital Management Inc | 2,500 | $300.7K | 0.07% | 00.0% | Unchanged |
| Independent Investors Inc | 2,500 | $300.7K | 0.06% | 00.0% | Unchanged |
| Waycross Partners, LLC | 2,500 | $300.7K | 0.03% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 2,500 | $300.7K | 0.13% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 2,511 | $302.0K | 0.00% | −813−24.5% | Reduced |
| Aspen Wealth Strategies, LLC | 2,514 | $302.4K | 0.16% | +10.0% | Added |
| Sharp Financial Services, LLC | 2,518 | $302.9K | 0.15% | +88+3.6% | Added |
| Measured Wealth Private Client Group, LLC | 2,518 | $302.9K | 0.08% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 2,520 | $303.1K | 0.11% | +2,520 | New |
| Tortuga Wealth Management, Inc | 2,521 | $303.1K | 0.28% | +2,521 | New |
| J.E. Simmons & Co., P.C. | 2,524 | $303.6K | 0.20% | 00.0% | Unchanged |
| Magnolia Private Wealth, LLC | 2,525 | $303.7K | 0.20% | −127−4.8% | Reduced |
| Monument Group Wealth Advisors, LLC | 2,530 | $304.3K | 0.17% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 2,530 | $304.3K | 0.17% | +52+2.1% | Added |
| Financial Strategies Group, Inc. | 2,765 | $304.8K | 0.05% | −1,087−28.2% | Reduced |
| Fortune Financial Advisors, LLC | 2,535 | $304.9K | 0.16% | +2,535 | New |
| Entelevest, LLC | 2,535 | $304.9K | 0.31% | +784+44.8% | Added |
| Polymer Capital Management (US) LLC | 2,536 | $305.1K | 0.05% | −3,551−58.3% | Reduced |
| N.E.W. Advisory Services LLC | 2,540 | $305.6K | 0.02% | −233−8.4% | Reduced |
| Southern Financial Group, LLC | 2,543 | $305.9K | 0.09% | +23+0.9% | Added |
| Chapman Financial Group, LLC | 2,543 | $305.9K | 0.22% | −200−7.3% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,544 | $306.0K | 0.08% | −25−1.0% | Reduced |
| Inspire Advisors, LLC | 2,546 | $306.2K | 0.02% | +2,546 | New |
| Marks Group Wealth Management, Inc | 2,546 | $306.3K | 0.03% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 2,556 | $307.4K | 0.04% | +207+8.8% | Added |
| Richmond Investment Services, LLC | 2,561 | $308.1K | 0.05% | +647+33.8% | Added |
| Spartan Wealth Advisory Services LLC | 2,564 | $308.4K | 0.03% | +2,564 | New |
| Triton Wealth Management, PLLC | 2,565 | $309.2K | 0.11% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,571 | $309.2K | 0.05% | −117−4.4% | Reduced |
| TBH Global Asset Management, LLC | 2,576 | $309.9K | 0.06% | −498−16.2% | Reduced |
| Birchbrook, Inc. | 2,580 | $310.3K | 0.15% | −143−5.3% | Reduced |
| Bravias Capital Group, LLC | 2,583 | $310.7K | 0.20% | −1,581−38.0% | Reduced |
| Southern Michigan Bank & Trust | 2,591 | $311.7K | 0.12% | +2,591 | New |
| Wealth Analytics Partners, LLC | 2,593 | $311.9K | 0.13% | +2,593 | New |
| Client 1st Advisory Group, LLC | 2,596 | $312.3K | 0.09% | −250−8.8% | Reduced |
| Navellier & Associates Inc | 2,600 | $312.8K | 0.03% | −86−3.2% | Reduced |
| Kings Path Partners LLC | 2,600 | $312.8K | 0.11% | 00.0% | Unchanged |
| Montis Financial, LLC | 2,603 | $313.1K | 0.06% | +376+16.9% | Added |
| EdgeRock Capital LLC | 2,603 | $313.2K | 0.08% | +270+11.6% | Added |
| Kelly Financial Group LLC | 2,605 | $313.3K | 0.08% | +5+0.2% | Added |
| Cura Wealth Advisors, LLC | 2,610 | $313.9K | 0.14% | −587−18.4% | Reduced |
| Pasadena Private Wealth, LLC | 2,615 | $314.6K | 0.04% | +20+0.8% | Added |
| Philadelphia Investment Partners, LLC | 2,616 | $314.7K | 0.21% | +2,616 | New |
| Prospect Financial Group LLC | 2,623 | $315.5K | 0.29% | +17+0.7% | Added |
| Mattern Capital Management, LLC | 2,625 | $315.8K | 0.04% | +2+0.1% | Added |
| Vista Capital Partners, Inc. | 2,632 | $316.6K | 0.03% | +2,632 | New |
| Tempo Wealth, LLC | 2,632 | $316.7K | 0.06% | +413+18.6% | Added |
| Golden Reserve Retirement LLC | 2,634 | $316.8K | 0.07% | +420+19.0% | Added |
| Bey-Douglas LLC | 2,635 | $317.0K | 0.28% | +2,635 | New |
| Valley Brook Capital Group | 2,636 | $317.1K | 0.21% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 2,643 | $317.9K | 0.09% | −22,304−89.4% | Reduced |
| ORG Wealth Partners, LLC | 2,647 | $318.4K | 0.06% | −66−2.4% | Reduced |
| Pennington Partners & Co., LLC | 2,628 | $318.4K | 0.11% | +270+11.5% | Added |