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 |
|---|---|---|---|---|---|
| Change Path, LLC | 44,687 | $5.38M | 0.12% | −1,369−3.0% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,633 | $5.37M | 0.64% | +190+0.4% | Added |
| 180 Wealth Advisors, LLC | 44,554 | $5.36M | 0.61% | −158−0.4% | Reduced |
| Spinnaker Trust | 44,543 | $5.36M | 0.30% | −292−0.7% | Reduced |
| Whitener Capital Management, Inc. | 44,379 | $5.34M | 1.22% | −172−0.4% | Reduced |
| McGinn Investment Management, Inc. | 44,311 | $5.33M | 3.48% | −2,919−6.2% | Reduced |
| Simplicity Wealth,LLC | 44,258 | $5.32M | 0.30% | +2,528+6.1% | Added |
| MASTERINVEST Kapitalanlage GmbH | 44,247 | $5.32M | 0.55% | −5,225−10.6% | Reduced |
| Confluence Wealth Services, Inc. | 44,212 | $5.32M | 0.21% | +1,009+2.3% | Added |
| Essex Financial Services, Inc. | 44,173 | $5.31M | 0.30% | +466+1.1% | Added |
| Clear Harbor Asset Management, LLC | 44,146 | $5.31M | 0.37% | +1,935+4.6% | Added |
| West Michigan Advisors, LLC | 43,790 | $5.30M | 1.17% | +34,861+390.4% | Added |
| Sandhill Capital Partners LLC | 44,020 | $5.30M | 0.46% | −3,773−7.9% | Reduced |
| Smith, Salley & Associates | 43,935 | $5.28M | 0.27% | +5,469+14.2% | Added |
| Montgomery Investment Management Inc | 43,823 | $5.27M | 1.80% | 00.0% | Unchanged |
| Chicago Trust Co NA | 43,814 | $5.27M | 0.84% | −6,268−12.5% | Reduced |
| Core Alternative Capital | 43,783 | $5.27M | 1.55% | −1,963−4.3% | Reduced |
| Mirova | 43,698 | $5.26M | 0.21% | +43,698 | New |
| Castlefield Investment Partners LLP | 43,693 | $5.26M | 4.02% | +1,588+3.8% | Added |
| Rench Wealth Management, Inc. | 43,671 | $5.25M | 1.58% | −1,382−3.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 43,317 | $5.25M | 2.39% | −1,394−3.1% | Reduced |
| Joel Isaacson & Co., LLC | 43,512 | $5.23M | 0.17% | +3,711+9.3% | Added |
| Bell & Brown Wealth Advisors, LLC | 43,512 | $5.23M | 1.70% | +110.0% | Added |
| First Pacific Financial | 43,418 | $5.22M | 0.67% | −2,913−6.3% | Reduced |
| Romano Brothers and Company | 43,381 | $5.22M | 0.59% | −43−0.1% | Reduced |
| StoneX Group Inc. | 42,922 | $5.20M | 0.28% | −15,381−26.4% | Reduced |
| Generali Investments, Management Co LLC | 43,191 | $5.20M | 1.21% | −5,969−12.1% | Reduced |
| Venture Visionary Partners LLC | 43,092 | $5.18M | 0.17% | −821−1.9% | Reduced |
| MOKAN Wealth Management Inc. | 42,942 | $5.17M | 2.29% | −3,213−7.0% | Reduced |
| Westfield Capital Management Co LP | 42,901 | $5.16M | 0.02% | −10,651−19.9% | Reduced |
| Polymer Capital Management (HK) LTD | 42,570 | $5.12M | 0.72% | +42,570 | New |
| Pincus Capital Management, LP | 42,496 | $5.11M | 3.56% | −308−0.7% | Reduced |
| Mitchell Sinkler & Starr | 42,297 | $5.09M | 2.35% | 00.0% | Unchanged |
| Norden Group LLC | 42,225 | $5.08M | 0.49% | +1,059+2.6% | Added |
| Bank of Hawaii | 42,163 | $5.07M | 0.27% | +203+0.5% | Added |
| Roundview Capital LLC | 41,874 | $5.04M | 0.31% | +525+1.3% | Added |
| Aviance Capital Partners, LLC | 41,782 | $5.03M | 0.59% | +2,988+7.7% | Added |
| Advisortrust Partners, LLC | 41,615 | $5.01M | 2.08% | +3,059+7.9% | Added |
| Catalytic Wealth RIA, LLC | 41,537 | $5.00M | 0.21% | −2,540−5.8% | Reduced |
| Leavell Investment Management, Inc. | 41,201 | $4.99M | 0.20% | +2,848+7.4% | Added |
| Uncommon Cents Investing LLC | 41,171 | $4.95M | 1.15% | +1,515+3.8% | Added |
| Studio Investment Management LLC | 40,808 | $4.94M | 0.89% | −687−1.7% | Reduced |
| Trilogy Capital Inc. | 41,081 | $4.94M | 0.22% | −3,154−7.1% | Reduced |
| Dynamic Advisor Solutions LLC | 41,028 | $4.94M | 0.16% | −52−0.1% | Reduced |
| Thrive Capital Management, LLC | 41,019 | $4.93M | 1.08% | −3,269−7.4% | Reduced |
| apricus wealth, LLC | 40,860 | $4.92M | 2.39% | −20,740−33.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 40,750 | $4.90M | 0.99% | −538−1.3% | Reduced |
| Financial Advisory Service, Inc. | 40,727 | $4.90M | 0.31% | +1,276+3.2% | Added |
| WealthTrust Axiom LLC | 40,712 | $4.90M | 1.20% | +50.0% | Added |
| Hilltop Holdings Inc. | 40,564 | $4.88M | 0.44% | −9,215−18.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 40,562 | $4.88M | 1.03% | −856−2.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 40,395 | $4.86M | 0.08% | −3,101−7.1% | Reduced |
| Latko Wealth Management, Ltd. | 40,332 | $4.85M | 2.37% | +15,113+59.9% | Added |
| Asset Advisors Investment Management, LLC | 40,154 | $4.83M | 0.46% | −300−0.7% | Reduced |
| Grimes & Company, Inc. | 40,070 | $4.82M | 0.13% | +13,747+52.2% | Added |
| Harbour Investments, Inc. | 40,030 | $4.82M | 0.07% | +9,404+30.7% | Added |
| Sivik Global Healthcare LLC | 40,000 | $4.81M | 3.65% | +10,000+33.3% | Added |
| Zions Bancorporation, National Association | 39,961 | $4.81M | 0.31% | +10,127+33.9% | Added |
| Empire Financial Management Company, LLC | 39,960 | $4.81M | 1.09% | −7,623−16.0% | Reduced |
| Twin Capital Management Inc | 39,931 | $4.80M | 0.62% | −16,945−29.8% | Reduced |
| Modern Wealth Management, LLC | 39,645 | $4.79M | 0.08% | +4,968+14.3% | Added |
| Strengthening Families & Communities, LLC | 39,683 | $4.77M | 1.19% | −8,084−16.9% | Reduced |
| ACR Alpine Capital Research, LLC | 39,449 | $4.75M | 0.07% | +2,553+6.9% | Added |
| Mubadala Investment Co PJSC | 39,424 | $4.74M | 0.02% | +39,424 | New |
| Keel Point, LLC | 39,387 | $4.74M | 0.32% | −12,184−23.6% | Reduced |
| Patton Albertson Miller Group, LLC | 39,284 | $4.73M | 0.56% | −475−1.2% | Reduced |
| Havemeyer Place LP | 39,281 | $4.73M | 0.55% | +39,281 | New |
| Smartleaf Asset Management LLC | 40,005 | $4.72M | 0.17% | +3,113+8.4% | Added |
| Morton Community Bank | 39,259 | $4.72M | 1.03% | +1,450+3.8% | Added |
| Kensington Investment Counsel, LLC | 39,225 | $4.72M | 2.27% | +879+2.3% | Added |
| Petredis Investment Advisors LLC | 39,214 | $4.72M | 0.39% | −353−0.9% | Reduced |
| LGT Fund Management Co Ltd. | 39,150 | $4.71M | 0.20% | +9,999+34.3% | Added |
| St Germain D J Co Inc | 39,031 | $4.70M | 0.19% | +386+1.0% | Added |
| Krilogy Financial LLC | 40,659 | $4.69M | 0.15% | +499+1.2% | Added |
| Oakworth Capital, Inc. | 39,007 | $4.69M | 0.25% | −2,749−6.6% | Reduced |
| TFC Financial Management | 38,593 | $4.64M | 0.57% | 00.0% | Unchanged |
| Community Trust & Investment Co | 38,481 | $4.63M | 0.25% | −550−1.4% | Reduced |
| BLB&B Advisors, LLC | 38,307 | $4.61M | 0.19% | −2,854−6.9% | Reduced |
| Stelac Advisory Services LLC | 38,025 | $4.58M | 0.93% | +38,025 | New |
| Ssa Swiss Advisors AG | 38,025 | $4.56M | 2.12% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 37,583 | $4.55M | 0.25% | +3,138+9.1% | Added |
| Kovack Advisors, Inc. | 37,767 | $4.55M | 0.24% | +16,231+75.4% | Added |
| TSP Capital Management Group, LLC | – | $4.52M | 1.10% | – | – |
| Hilton Capital Management, LLC | 37,392 | $4.50M | 0.34% | +1,497+4.2% | Added |
| Wealthcare Advisory Partners LLC | 37,385 | $4.50M | 0.09% | +905+2.5% | Added |
| Prestige Wealth Management Group LLC | 37,094 | $4.49M | 0.88% | +420+1.1% | Added |
| Frank, Rimerman Advisors LLC | 37,346 | $4.49M | 0.29% | +2,186+6.2% | Added |
| NBC Securities, Inc. | 37,264 | $4.48M | 0.34% | −75−0.2% | Reduced |
| Ascent Group, LLC | 37,190 | $4.47M | 0.15% | −439−1.2% | Reduced |
| Abbot Financial Management, Inc. | 37,071 | $4.46M | 1.89% | −696−1.8% | Reduced |
| Rowland & Co Investment Counsel | 37,032 | $4.45M | 0.90% | −2,317−5.9% | Reduced |
| Caldwell Trust Co | 36,960 | $4.45M | 0.40% | −1,432−3.7% | Reduced |
| Welch Group, LLC | 36,783 | $4.42M | 0.17% | +2,302+6.7% | Added |
| Apella Capital, LLC | 37,137 | $4.42M | 0.07% | +22,436+152.6% | Added |
| Founders Capital Management | 36,752 | $4.42M | 2.16% | +776+2.2% | Added |
| Global Financial Private Client, LLC | 36,655 | $4.41M | 1.44% | +2,324+6.8% | Added |
| Foster & Motley Inc | 36,499 | $4.39M | 0.23% | +3,278+9.9% | Added |
| BFSG, LLC | 36,334 | $4.37M | 0.41% | −1,465−3.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 36,258 | $4.36M | 0.24% | −666−1.8% | Reduced |
| Manchester Capital Management LLC | 36,254 | $4.36M | 0.63% | −336−0.9% | Reduced |