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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 2,989 | $359.5K | 0.10% | +117+4.1% | Added |
| CDKV Holdings LLC | 2,994 | $360.1K | 0.32% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,995 | $360.3K | 0.11% | +295+10.9% | Added |
| LMR Partners LLP | 3,000 | $360.9K | 0.00% | −27,000−90.0% | Reduced |
| Menora Mivtachim Holdings Ltd. | 3,000 | $360.9K | 0.00% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,000 | $360.9K | 0.05% | +500+20.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,007 | $361.7K | 0.08% | +31+1.0% | Added |
| Collective Family Office LLC | 3,007 | $361.7K | 0.08% | −139−4.4% | Reduced |
| Carson Advisory Inc. | 3,008 | $361.8K | 0.19% | +10.0% | Added |
| Centiva Capital, LP | 3,008 | $361.8K | 0.02% | −11,753−79.6% | Reduced |
| Canvas Wealth Advisors, LLC | 2,990 | $362.1K | 0.06% | +181+6.4% | Added |
| KRS Capital Management, LLC | 3,010 | $362.1K | 0.22% | +3+0.1% | Added |
| Verition Fund Management LLC | 3,011 | $362.2K | 0.00% | −19,479−86.6% | Reduced |
| Cascades Capital Asset Management, LLC | 3,012 | $362.3K | 0.15% | +4+0.1% | Added |
| Baker Boyer National Bank | 3,013 | $362.4K | 0.11% | −77−2.5% | Reduced |
| Sterling Financial Planning, Inc. | 3,014 | $362.6K | 0.11% | 00.0% | Unchanged |
| Directional Asset Management | 3,018 | $363.0K | 0.33% | +19+0.6% | Added |
| Lorne Steinberg Wealth Management Inc. | 3,023 | $363.6K | 0.09% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 3,025 | $363.9K | 0.27% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 3,025 | $363.9K | 0.09% | −218−6.7% | Reduced |
| Westside Investment Management, Inc. | 3,025 | $364.1K | 0.06% | −117−3.7% | Reduced |
| Wiregrass Investment Management LLC | 3,028 | $364.3K | 0.30% | −180−5.6% | Reduced |
| Vista Investment Management | 3,030 | $364.5K | 0.12% | −804−21.0% | Reduced |
| Potentia Wealth | 3,030 | $364.5K | 0.14% | −1,275−29.6% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 3,031 | $364.6K | 0.04% | −6−0.2% | Reduced |
| Salomon & Ludwin, LLC | 3,022 | $365.3K | 0.03% | −11−0.4% | Reduced |
| Byrne Asset Management LLC | 3,037 | $365.3K | 0.22% | −85−2.7% | Reduced |
| TriaGen Wealth Management LLC | 3,037 | $365.3K | 0.10% | 00.0% | Unchanged |
| Aire Advisors, LLC | 3,039 | $365.6K | 0.07% | +83+2.8% | Added |
| Balance Wealth, LLC | 3,042 | $366.0K | 0.11% | +643+26.8% | Added |
| Up Strategic Wealth Investment Advisors LLC | 3,261 | $366.2K | 0.23% | +12+0.4% | Added |
| Morris Financial Concepts, Inc. | 3,046 | $366.4K | 0.12% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 3,046 | $366.4K | 0.00% | +3,046 | New |
| Cauble & Harre Wealth Management, Inc. | 3,262 | $366.6K | 0.29% | 00.0% | Unchanged |
| CPA Asset Management LLC | 3,048 | $366.6K | 0.12% | 00.0% | Unchanged |
| Elm Partners Management LLC | 3,108 | $367.1K | 0.02% | 00.0% | Unchanged |
| August Group Capital Ltd | 3,053 | $367.2K | 0.43% | +15+0.5% | Added |
| TrustBank | 3,055 | $367.5K | 0.14% | −31−1.0% | Reduced |
| Buckhead Capital Management LLC | 3,066 | $368.8K | 0.14% | −49−1.6% | Reduced |
| Morris Retirement Advisors, LLC | 3,068 | $369.0K | 0.15% | +23+0.8% | Added |
| DB&C Advisors, LLC | 3,072 | $369.5K | 0.48% | +22+0.7% | Added |
| BXM Wealth LLC | 3,073 | $369.7K | 0.28% | −4,999−61.9% | Reduced |
| Paragon Financial Partners, Inc. | 3,083 | $369.9K | 0.21% | +2+0.1% | Added |
| Partners Wealth Management, LLC | 3,079 | $370.4K | 0.38% | +25+0.8% | Added |
| City National Bank of Florida | 3,079 | $370.4K | 0.22% | +231+8.1% | Added |
| Westfuller Advisors, LLC | 3,061 | $370.7K | 0.16% | +54+1.8% | Added |
| Warren Street Wealth Advisors, LLC | 3,089 | $371.6K | 0.10% | +270+9.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 3,090 | $371.7K | 0.11% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 3,100 | $372.9K | 0.04% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 3,103 | $373.3K | 0.09% | −313−9.2% | Reduced |
| CMG Global Holdings, LLC | 3,112 | $374.3K | 0.18% | 00.0% | Unchanged |
| Security Financial Services, INC. | 3,120 | $375.3K | 0.06% | −304−8.9% | Reduced |
| Bell Bank | 3,120 | $375.3K | 0.02% | −255−7.6% | Reduced |
| ELCO Management Co., LLC | 3,122 | $375.5K | 0.18% | −18−0.6% | Reduced |
| Samara Investment Management, LLC | 3,122 | $375.5K | 0.39% | +3,122 | New |
| Tradition Wealth Management, LLC | 3,123 | $375.6K | 0.03% | +280+9.8% | Added |
| Legacy Edge Advisors, LLC | 3,125 | $375.9K | 0.04% | +513+19.6% | Added |
| Heritage Family Offices, LLP | 3,127 | $376.2K | 0.17% | +3,127 | New |
| Alaethes Wealth LLC | 3,107 | $376.3K | 0.11% | +107+3.6% | Added |
| Stirlingshire Investments, Inc. | 3,108 | $376.5K | 0.33% | +3,108 | New |
| Five Oceans Advisors | 3,132 | $376.7K | 0.14% | +47+1.5% | Added |
| Piscataqua Savings Bank | 3,135 | $377.1K | 0.26% | 00.0% | Unchanged |
| ADAR1 Capital Management, LLC | 3,140 | $377.7K | 0.02% | −6,500−67.4% | Reduced |
| PTM Wealth Management, LLC | 3,128 | $378.1K | 0.20% | +4+0.1% | Added |
| Guardian Capital, LLC | 3,143 | $378.1K | 0.36% | −1,653−34.5% | Reduced |
| Flaharty Asset Management, LLC | 3,144 | $378.2K | 0.05% | +24+0.8% | Added |
| Hibernia Wealth Partners, LLC | 3,145 | $378.3K | 0.11% | +3,145 | New |
| Berman McAleer LLC | 3,148 | $378.7K | 0.05% | −10−0.3% | Reduced |
| Wealth Quarterback LLC | 3,154 | $379.4K | 0.15% | −58−1.8% | Reduced |
| Stronghold Wealth Management L.L.C. | 3,155 | $379.5K | 0.57% | −190−5.7% | Reduced |
| Caitlin John, LLC | 3,156 | $379.6K | 0.23% | −665−17.4% | Reduced |
| Birch Financial Group, LLC | 3,157 | $379.7K | 0.22% | +114+3.7% | Added |
| Schrum Private Wealth Management LLC | 3,162 | $380.2K | 0.29% | −40−1.2% | Reduced |
| Mma Asset Management LLC | 3,161 | $380.2K | 0.13% | +277+9.6% | Added |
| Family Wealth Group, LLC | 3,169 | $381.2K | 0.24% | +651+25.9% | Added |
| Rainier Family Wealth Inc | 3,176 | $382.0K | 0.26% | +57+1.8% | Added |
| Brookwood Investment Group LLC | 3,179 | $382.5K | 0.05% | −74−2.3% | Reduced |
| truNorth Financial Services, Inc. | 3,180 | $382.6K | 0.40% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 3,181 | $382.6K | 0.01% | −19,845−86.2% | Reduced |
| Crusonia Wealth Advisors LLC | 3,190 | $383.7K | 0.08% | +682+27.2% | Added |
| S Harris Financial Group, LLC | 3,192 | $383.9K | 0.35% | +562+21.4% | Added |
| Gagnon Securities LLC | 3,192 | $384.0K | 0.09% | −675−17.5% | Reduced |
| Invera Wealth Advisors, LLC | 3,193 | $384.1K | 0.25% | +3+0.1% | Added |
| Bolthouse Investments, LLC | 3,202 | $385.1K | 0.35% | 00.0% | Unchanged |
| Hoese & Co LLP | 3,202 | $385.2K | 0.29% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 3,206 | $385.6K | 0.07% | −600−15.8% | Reduced |
| TD Capital Management LLC | 3,206 | $385.7K | 0.03% | +46+1.5% | Added |
| Moment Partners, LLC | 3,191 | $386.6K | 0.07% | +500+18.6% | Added |
| Smallwood Wealth Investment Management, LLC | 3,232 | $388.9K | 0.20% | 00.0% | Unchanged |
| Sun Group Wealth Partners | 3,235 | $389.1K | 0.31% | +238+7.9% | Added |
| Occudo Quantitative Strategies LP | 3,567 | $389.4K | 0.02% | +3,567 | New |
| Targeted Financial Services LLC | 3,242 | $390.0K | 0.32% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 3,254 | $391.4K | 0.25% | −153−4.5% | Reduced |
| Sovran Advisors, LLC | 3,587 | $391.6K | 0.03% | −454−11.2% | Reduced |
| Voya Financial Advisors, Inc. | 3,276 | $391.9K | 0.04% | −238−6.8% | Reduced |
| Human Investing LLC | 3,278 | $394.3K | 0.06% | −943−22.3% | Reduced |
| Oxbow Advisors, LLC | 3,283 | $394.9K | 0.03% | 00.0% | Unchanged |
| Apeiron RIA LLC | 3,285 | $395.1K | 0.09% | +42+1.3% | Added |
| Security National Bank of Sioux City Iowa | 3,289 | $395.6K | 0.23% | −113−3.3% | Reduced |
| Pin Oak Investment Advisors Inc | 3,266 | $396.0K | 0.28% | −307−8.6% | Reduced |