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
- 1,466 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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| OpenArc Corporate Advisory, LLC | 54,298 | $6.53M | 0.09% | +9,610+21.5% | Added |
| Altrius Capital Management Inc | 54,271 | $6.53M | 1.30% | −3,798−6.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 54,101 | $6.52M | 0.32% | +701+1.3% | Added |
| RiverFront Investment Group, LLC | 53,994 | $6.49M | 0.10% | +29,789+123.1% | Added |
| Catherine Avery Investment Management LLC | 53,682 | $6.46M | 2.89% | +8,550+18.9% | Added |
| KCM Investment Advisors LLC | 53,668 | $6.46M | 0.21% | −86−0.2% | Reduced |
| Sava Infond d.o.o. | 53,620 | $6.45M | 0.92% | +11,930+28.6% | Added |
| Wealthspire Advisors, LLC | 53,484 | $6.43M | 0.05% | −5,819−9.8% | Reduced |
| Butensky & Cohen Financial Security, Inc | 53,452 | $6.43M | 1.69% | −1,927−3.5% | Reduced |
| Letson Investment Management, Inc. | 53,398 | $6.42M | 2.47% | +35+0.1% | Added |
| Edentree Asset Management Ltd | 53,340 | $6.42M | 1.93% | −41,000−43.5% | Reduced |
| KMG Fiduciary Partners, LLC | 53,267 | $6.41M | 0.47% | −276−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 53,223 | $6.40M | 0.15% | −14,173−21.0% | Reduced |
| Alerus Financial NA | 53,203 | $6.40M | 0.32% | +13,787+35.0% | Added |
| Searle & Co. | 53,163 | $6.39M | 1.61% | 00.0% | Unchanged |
| GQG Partners LLC | 53,016 | $6.38M | 0.01% | −493−0.9% | Reduced |
| Leelyn Smith, LLC | 52,837 | $6.36M | 0.89% | +328+0.6% | Added |
| Pinkerton Retirement Specialists, LLC | 60,273 | $6.34M | 0.58% | −627−1.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 52,718 | $6.34M | 1.41% | +437+0.8% | Added |
| Philadelphia Trust Co | 52,416 | $6.30M | 0.45% | −265−0.5% | Reduced |
| Oddo BHF Asset Management SAS | 52,036 | $6.26M | 0.25% | −50,742−49.4% | Reduced |
| Excalibur Management Corp | 51,737 | $6.22M | 2.23% | −1,337−2.5% | Reduced |
| Arete Wealth Advisors, LLC | 51,371 | $6.18M | 0.46% | +12,097+30.8% | Added |
| Boyer & Corporon Wealth Management, LLC | 51,138 | $6.15M | 1.74% | −10,031−16.4% | Reduced |
| Advisors Management Group Inc | 51,089 | $6.14M | 1.12% | −7,536−12.9% | Reduced |
| Monte Financial Group, LLC | 50,754 | $6.11M | 2.17% | −106−0.2% | Reduced |
| Sage Capital Advisors,llc | 50,733 | $6.10M | 1.42% | −143−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 50,710 | $6.10M | 0.27% | −3,429−6.3% | Reduced |
| Pittenger & Anderson Inc | 50,530 | $6.08M | 0.24% | +250.0% | Added |
| Leuthold Group, LLC | 50,410 | $6.06M | 0.65% | +1,114+2.3% | Added |
| Mairs & Power Inc | 50,348 | $6.06M | 0.06% | −1,651−3.2% | Reduced |
| Rockline Wealth Management, LLC | 50,328 | $6.05M | 1.32% | −632−1.2% | Reduced |
| Insight Wealth Strategies, LLC | 50,288 | $6.05M | 0.68% | −9,815−16.3% | Reduced |
| Violich Capital Management, Inc. | 50,257 | $6.05M | 0.71% | +50+0.1% | Added |
| Private Trust Co NA | 50,144 | $6.03M | 0.54% | +1,179+2.4% | Added |
| Independent Financial Group, LLC | 50,132 | $6.03M | 0.14% | +1,921+4.0% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 49,866 | $6.00M | 1.26% | −30,336−37.8% | Reduced |
| Financial Sense Advisors, Inc. | 49,854 | $6.00M | 1.22% | −11,922−19.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 49,836 | $5.99M | 0.34% | +4,732+10.5% | Added |
| Equitable Trust Co | 49,705 | $5.98M | 0.28% | −405−0.8% | Reduced |
| Heritage Wealth Advisors | 49,619 | $5.97M | 0.23% | −560,954−91.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 49,486 | $5.95M | 0.86% | −785−1.6% | Reduced |
| NewSquare Capital LLC | 49,454 | $5.95M | 0.52% | −458−0.9% | Reduced |
| BKD Wealth Advisors, LLC | 49,228 | $5.92M | 0.11% | +58+0.1% | Added |
| AlphaCore Capital LLC | 48,866 | $5.92M | 0.14% | −6,488−11.7% | Reduced |
| Nicholas Company, Inc. | 49,156 | $5.91M | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 53,060 | $5.91M | 0.12% | +575+1.1% | Added |
| Modera Wealth Management, LLC | 49,014 | $5.90M | 0.07% | +4,899+11.1% | Added |
| Ronald Blue Trust, Inc. | 48,939 | $5.89M | 0.07% | +320+0.7% | Added |
| Mengis Capital Management, Inc. | 48,922 | $5.88M | 1.01% | −2,174−4.3% | Reduced |
| Ballentine Partners, LLC | 48,890 | $5.88M | 0.08% | +719+1.5% | Added |
| Verdence Capital Advisors LLC | 48,729 | $5.86M | 0.34% | +2,280+4.9% | Added |
| Northeast Investment Management | 48,692 | $5.86M | 0.24% | +1,391+2.9% | Added |
| Sphera Funds Management Ltd. | 48,600 | $5.85M | 1.01% | 00.0% | Unchanged |
| PEAK6 LLC | 48,515 | $5.84M | 0.17% | +48,515 | New |
| Westerkirk Capital Inc. | 48,400 | $5.82M | 0.63% | −1,200−2.4% | Reduced |
| Citizens Business Bank | 48,241 | $5.80M | 0.95% | −836−1.7% | Reduced |
| Novem Group | 48,228 | $5.80M | 0.67% | −761−1.6% | Reduced |
| Motco | 48,161 | $5.79M | 0.54% | +178+0.4% | Added |
| BLI - Banque de Luxembourg Investments | 55,500 | $5.79M | 0.17% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 48,125 | $5.79M | 2.41% | +43,334+904.5% | Added |
| Patrick M Sweeney & Associates, Inc | 48,057 | $5.78M | 3.71% | +20.0% | Added |
| Cullinan Associates Inc | 48,045 | $5.78M | 0.47% | −2,489−4.9% | Reduced |
| Sentry LLC | 47,853 | $5.76M | 1.83% | −1,307−2.7% | Reduced |
| Boston Private Wealth LLC | 47,708 | $5.74M | 0.38% | −2,770−5.5% | Reduced |
| Fidelis Capital Partners, LLC | 47,671 | $5.73M | 0.41% | −1,447−2.9% | Reduced |
| Dana Investment Advisors, Inc. | 47,626 | $5.73M | 0.17% | +2,665+5.9% | Added |
| Sigma Planning Corp | 47,554 | $5.72M | 0.16% | +586+1.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 47,444 | $5.71M | 1.68% | +252+0.5% | Added |
| Soltis Investment Advisors LLC | 47,359 | $5.70M | 0.37% | +613+1.3% | Added |
| Hallmark Capital Management Inc | 47,344 | $5.69M | 0.37% | −2,117−4.3% | Reduced |
| BDF-Gestion | 47,224 | $5.68M | 0.76% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 47,208 | $5.68M | 0.82% | −2,937−5.9% | Reduced |
| V-Square Quantitative Management LLC | 47,131 | $5.67M | 0.60% | +1,824+4.0% | Added |
| Martin Investment Management, LLC | 47,018 | $5.66M | 1.69% | +788+1.7% | Added |
| Ipswich Investment Management Co., Inc. | 46,912 | $5.64M | 1.33% | −50−0.1% | Reduced |
| Convergence Investment Partners, LLC | 46,800 | $5.63M | 0.92% | +6,508+16.2% | Added |
| Artia Global Partners LP | 46,700 | $5.62M | 1.27% | +46,700 | New |
| Prime Capital Investment Advisors, LLC | 46,549 | $5.60M | 0.06% | +12,524+36.8% | Added |
| Howland Capital Management LLC | 46,206 | $5.60M | 0.22% | −466−1.0% | Reduced |
| TCG Advisory Services, LLC | 46,515 | $5.60M | 0.14% | +1,636+3.6% | Added |
| Arnhold LLC | 46,498 | $5.59M | 0.41% | 00.0% | Unchanged |
| Pinnbrook Capital Management LP | 46,098 | $5.55M | 4.53% | +22,818+98.0% | Added |
| Citizens National Bank Trust Department | 46,081 | $5.54M | 0.92% | +2,641+6.1% | Added |
| Chatham Capital Group, Inc. | 45,959 | $5.53M | 0.80% | −184−0.4% | Reduced |
| Hengehold Capital Management LLC | 45,863 | $5.52M | 0.48% | −291−0.6% | Reduced |
| Occidental Asset Management, LLC | 45,775 | $5.51M | 0.65% | −6,954−13.2% | Reduced |
| Great Valley Advisor Group, Inc. | 45,768 | $5.51M | 0.10% | +579+1.3% | Added |
| Nordwand Advisors, LLC | 45,728 | $5.50M | 0.96% | +110+0.2% | Added |
| Jain Global LLC | 45,672 | $5.49M | 0.07% | −560,003−92.5% | Reduced |
| HORAN Wealth, LLC | 46,275 | $5.47M | 0.52% | +856+1.9% | Added |
| Boston Family Office LLC | 45,466 | $5.47M | 0.36% | −958−2.1% | Reduced |
| Finer Wealth Management, Inc. | 45,355 | $5.46M | 2.75% | −225−0.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 45,207 | $5.44M | 0.27% | +11,324+33.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 45,169 | $5.43M | 0.09% | +7,239+19.1% | Added |
| Bontempo Ohly Capital Mgmt LLC | 45,066 | $5.42M | 2.45% | −2,123−4.5% | Reduced |
| Mather Group, LLC. | 44,992 | $5.41M | 0.05% | +674+1.5% | Added |
| Ritholtz Wealth Management | 44,966 | $5.41M | 0.09% | +7,755+20.8% | Added |
| Valley National Advisers Inc | 44,882 | $5.40M | 0.70% | −26−0.1% | Reduced |
| Tower Research Capital LLC (TRC) | 44,739 | $5.38M | 0.14% | −36,211−44.7% | Reduced |