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
- 3,813
- +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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Regimen Wealth, LLC | 2,649 | $318.6K | 0.09% | −518−16.4% | Reduced |
| First Long Island Investors, LLC | 2,666 | $320.7K | 0.03% | −962−26.5% | Reduced |
| Avenue 1 Advisors, LLC | 2,667 | $320.8K | 0.10% | +17+0.6% | Added |
| Wealth Group, Ltd. | 2,667 | $321.0K | 0.30% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 2,682 | $322.6K | 0.01% | −23,883−89.9% | Reduced |
| Traveka Wealth, LLC | 2,683 | $322.7K | 0.12% | +75+2.9% | Added |
| JM2 Capital Inc. | 2,691 | $323.7K | 0.27% | −10−0.4% | Reduced |
| Flagship Capital Management Inc. | 2,692 | $323.8K | 0.24% | −379−12.3% | Reduced |
| FDx Advisors, Inc. | 2,690 | $324.0K | 0.10% | +2,690 | New |
| Jag Capital Management, LLC | 2,696 | $324.3K | 0.04% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 2,700 | $324.8K | 0.05% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,703 | $325.0K | 0.02% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,706 | $325.5K | 0.07% | −232−7.9% | Reduced |
| Gibson Capital, LLC | 2,709 | $325.9K | 0.06% | −10.0% | Reduced |
| Stegent Equity Advisors, Inc. | 2,709 | $325.9K | 0.28% | +2,709 | New |
| Curran Financial Partners, LLC | 2,721 | $327.3K | 0.06% | +41+1.5% | Added |
| Winthrop Partners - WNY, LLC | 2,722 | $327.4K | 0.17% | 00.0% | Unchanged |
| Laraway Financial Inc | 2,723 | $327.6K | 0.23% | −720−20.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 2,727 | $328.0K | 0.03% | −60−2.2% | Reduced |
| Waterford Advisors, LLC | 2,778 | $328.1K | 0.10% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 2,728 | $328.2K | 0.05% | +10+0.4% | Added |
| Principal Street Partners, LLC | 2,728 | $328.2K | 0.05% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,733 | $328.7K | 0.07% | +2,733 | New |
| Firestone Capital Management | 2,739 | $329.5K | 0.07% | −4−0.1% | Reduced |
| Fairview Capital Investment Management, LLC | 2,741 | $329.7K | 0.02% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 2,741 | $329.7K | 0.12% | +157+6.1% | Added |
| Stone Loft Wealth Management LLC | 2,744 | $330.1K | 0.24% | +578+26.7% | Added |
| First United Bank Trust | 2,744 | $330.1K | 0.11% | 00.0% | Unchanged |
| OV Management LLC | 2,751 | $330.9K | 0.68% | −8,488−75.5% | Reduced |
| Boreal Capital Management LLC | 2,732 | $331.0K | 0.29% | 00.0% | Unchanged |
| Cornerstone Wealth, LLC | 3,012 | $331.5K | 0.19% | +3,012 | New |
| Prostatis Group LLC | 2,757 | $331.6K | 0.08% | −58−2.1% | Reduced |
| Financial Freedom, LLC | 2,759 | $331.9K | 0.17% | +6+0.2% | Added |
| Rise Advisors, LLC | 2,751 | $332.4K | 0.12% | −609−18.1% | Reduced |
| Corsicana & Co. | 3,704 | $332.5K | 0.21% | +959+34.9% | Added |
| ASL Financial, LLC | 2,764 | $332.5K | 0.27% | +50+1.8% | Added |
| AGH Wealth Advisors, LLC | 2,767 | $332.8K | 0.24% | +355+14.7% | Added |
| Signet Private Wealth LLC | 2,773 | $333.5K | 0.32% | +128+4.8% | Added |
| KFA Private Wealth Group, LLC | 2,775 | $333.9K | 0.08% | −121−4.2% | Reduced |
| JMG Financial Group, Ltd. | 2,777 | $334.0K | 0.01% | +852+44.3% | Added |
| Private Client Services, LLC | 2,785 | $335.0K | 0.10% | +763+37.7% | Added |
| Altar Rock LLC | 2,767 | $335.2K | 0.39% | −209−7.0% | Reduced |
| Cane Capital Partners, LLC | 2,790 | $335.7K | 0.15% | −75−2.6% | Reduced |
| BankChampaign, National Association | 2,791 | $335.7K | 0.33% | +2,791 | New |
| Vectors Research Management, LLC | 2,792 | $335.9K | 0.10% | +80+2.9% | Added |
| Blue Square Asset Management, LLC | 2,793 | $336.0K | 0.16% | 00.0% | Unchanged |
| WealthPoint Financial, LLC | 2,801 | $336.9K | 0.28% | −1,528−35.3% | Reduced |
| Cornerstone Planning Group LLC | 2,980 | $337.1K | 0.04% | +295+11.0% | Added |
| Fortitude Advisory Group L.L.C. | 2,804 | $337.3K | 0.15% | −699−20.0% | Reduced |
| Cedarwood Wealth LLC | 2,805 | $337.5K | 0.34% | +161+6.1% | Added |
| TigerOak Management, L.L.C. | 2,806 | $337.5K | 0.11% | 00.0% | Unchanged |
| Holistic Financial Partners | 2,819 | $339.1K | 0.13% | +80+2.9% | Added |
| Agp Franklin, LLC | 2,822 | $339.5K | 0.17% | −250−8.1% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 2,822 | $339.5K | 0.18% | +313+12.5% | Added |
| TFB Advisors LLC | 2,824 | $339.7K | 0.18% | −573−16.9% | Reduced |
| Triumph Capital Management | 2,806 | $339.8K | 0.07% | −1,534−35.3% | Reduced |
| Sonata Capital Group Inc | 2,827 | $340.0K | 0.13% | −141−4.8% | Reduced |
| Kennedy Investment Group | 2,827 | $340.1K | 0.13% | −394−12.2% | Reduced |
| Stonehearth Capital Management, LLC | 2,828 | $340.2K | 0.13% | +467+19.8% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,829 | $340.3K | 0.09% | −79−2.7% | Reduced |
| Oakmont Advisory Group, LLC | 2,847 | $342.5K | 0.35% | −433−13.2% | Reduced |
| BKM Wealth Management, LLC | 2,854 | $343.3K | 0.13% | −310−9.8% | Reduced |
| Chelsea Counsel Co | 2,840 | $344.0K | 0.15% | −420−12.9% | Reduced |
| Whelan Financial | 2,862 | $344.3K | 0.11% | +84+3.0% | Added |
| HBE Wealth Management, LLC | 2,865 | $344.6K | 0.30% | +416+17.0% | Added |
| Englebert Financial Advisers, LLC | 2,869 | $345.1K | 0.39% | −5,714−66.6% | Reduced |
| Bellecapital International Ltd. | 2,871 | $345.4K | 0.06% | −153−5.1% | Reduced |
| Amarillo National Bank | 2,872 | $345.5K | 0.06% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 2,875 | $345.8K | 0.19% | +102+3.7% | Added |
| Consilio Wealth Advisors, LLC | 2,878 | $346.2K | 0.10% | +81+2.9% | Added |
| Gould Asset Management LLC | 2,882 | $346.7K | 0.06% | +95+3.4% | Added |
| Cypress Point Wealth Management, LLC | 2,883 | $346.8K | 0.07% | +2,883 | New |
| Grandview Asset Management LLC | 2,890 | $347.6K | 0.10% | +2+0.1% | Added |
| Integris Wealth Management, LLC | 2,891 | $347.8K | 0.08% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,894 | $348.1K | 0.08% | +6+0.2% | Added |
| ETF Store, Inc. | 2,895 | $348.2K | 0.34% | +17+0.6% | Added |
| GWN Securities Inc. | 2,905 | $349.5K | 0.07% | −344−10.6% | Reduced |
| Princeton Capital Management LLC | 2,909 | $349.9K | 0.10% | +709+32.2% | Added |
| Newbridge Financial Services Group, Inc. | 2,911 | $350.2K | 0.06% | −95−3.2% | Reduced |
| Reik & Co., LLC | 2,914 | $350.5K | 0.10% | 00.0% | Unchanged |
| North Capital, Inc. | 2,920 | $351.2K | 0.30% | +10+0.3% | Added |
| Vista Investment Partners II, LLC | 2,922 | $351.5K | 0.16% | −150−4.9% | Reduced |
| River Street Advisors LLC | 2,923 | $351.6K | 0.12% | +2,923 | New |
| Barnes Wealth Management Group, Inc | 2,925 | $351.8K | 0.18% | −24−0.8% | Reduced |
| Kaydan Wealth Management, Inc. | 2,925 | $351.8K | 0.12% | −2−0.1% | Reduced |
| Bond & Devick Financial Network, Inc. | 2,927 | $352.1K | 0.10% | −300−9.3% | Reduced |
| Tilson Financial Group, Inc. | 2,931 | $352.6K | 0.11% | 00.0% | Unchanged |
| DMG Group, LLC | 2,941 | $353.8K | 0.24% | −28−0.9% | Reduced |
| Banque de Luxembourg S.A. | 2,942 | $353.9K | 0.18% | −10−0.3% | Reduced |
| Walker Asset Management, LLC | 2,944 | $354.2K | 0.19% | +85+3.0% | Added |
| Cadent Capital Advisors, LLC | 2,960 | $356.1K | 0.09% | +19+0.6% | Added |
| Hudson Portfolio Management LLC | 2,961 | $356.2K | 0.30% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2,967 | $356.9K | 0.08% | +736+33.0% | Added |
| Perkins Coie Trust Co | 2,970 | $357.3K | 0.07% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 2,974 | $357.7K | 0.21% | −16−0.5% | Reduced |
| First National Advisers, LLC | 2,976 | $358.0K | 0.05% | −1,020−25.5% | Reduced |
| Hoxton Planning & Management, LLC | 2,980 | $358.5K | 0.11% | −45−1.5% | Reduced |
| Lifestyle Asset Management, Inc. | 2,980 | $358.5K | 0.12% | +4+0.1% | Added |
| Opal Wealth Advisors, LLC | 2,983 | $358.8K | 0.08% | +32+1.1% | Added |
| McGuire Capital Advisors Inc | 2,985 | $359.1K | 0.23% | +529+21.5% | Added |