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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 122,145 | $14.7M | 1.68% | −23,208−16.0% | Reduced |
| Monarch Capital Management Inc | 120,559 | $14.6M | 3.57% | −2,307−1.9% | Reduced |
| Leonteq Securities AG | 120,645 | $14.5M | 0.88% | −18,284−13.2% | Reduced |
| Bokf, NA | 118,990 | $14.3M | 0.22% | −8,259−6.5% | Reduced |
| Farmers & Merchants Investments Inc | 118,172 | $14.2M | 0.39% | +1,690+1.5% | Added |
| Hennessy Advisors Inc | 117,800 | $14.2M | 0.51% | −4,050−3.3% | Reduced |
| Auxier Asset Management | 117,242 | $14.1M | 2.03% | −104−0.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 116,727 | $14.1M | 0.34% | +60,846+108.9% | Added |
| Matthew Goff Investment Advisor, LLC | 116,699 | $14.0M | 2.39% | +332+0.3% | Added |
| L & S Advisors Inc | 116,590 | $14.0M | 1.76% | −4,400−3.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 116,456 | $14.0M | 0.80% | −18,548−13.7% | Reduced |
| GHP Investment Advisors, Inc. | 115,922 | $13.9M | 0.57% | +1,925+1.7% | Added |
| Tema ETFs LLC | 115,881 | $13.9M | 0.94% | +5,261+4.8% | Added |
| Brookstone Capital Management | 115,830 | $13.9M | 0.16% | +13,725+13.4% | Added |
| Banco Santander, S.A. | 115,528 | $13.9M | 0.11% | +1,404+1.2% | Added |
| SP Asset Management LLC | 115,492 | $13.9M | 1.23% | −1,613−1.4% | Reduced |
| Wallace Advisory Group, LLC | 115,409 | $13.9M | 14.83% | −210.0% | Reduced |
| Crestwood Advisors Group LLC | 115,212 | $13.9M | 0.23% | +11,283+10.9% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 115,102 | $13.8M | 0.05% | +115,102 | New |
| Community Bank, N.A. | 114,906 | $13.8M | 1.65% | −845−0.7% | Reduced |
| Red Door Wealth Management, LLC | 114,700 | $13.8M | 1.44% | +2,543+2.3% | Added |
| New Mexico Educational Retirement Board | 114,586 | $13.8M | 0.42% | 00.0% | Unchanged |
| Osmosis Investment Management UK Ltd | 113,635 | $13.8M | 0.37% | +44,495+64.4% | Added |
| Integrated Wealth Concepts LLC | 114,218 | $13.7M | 0.11% | +53,774+89.0% | Added |
| Claret Asset Management Corp | 114,010 | $13.7M | 1.64% | +1,055+0.9% | Added |
| First National Bank of Omaha | 115,017 | $13.7M | 0.42% | −3,683−3.1% | Reduced |
| Callan Family Office, LLC | 113,144 | $13.6M | 0.31% | +3,873+3.5% | Added |
| Stratos Wealth Partners, LTD. | 113,014 | $13.6M | 0.15% | −83,702−42.5% | Reduced |
| Cullen Investment Group, Ltd. | 112,739 | $13.6M | 1.79% | −4,884−4.2% | Reduced |
| Camden National Bank | 112,507 | $13.5M | 1.83% | −1,204−1.1% | Reduced |
| Westend Capital Management, LLC | 112,368 | $13.5M | 4.06% | +938+0.8% | Added |
| Columbia Asset Management | 111,663 | $13.4M | 2.56% | +129+0.1% | Added |
| Narwhal Capital Management | 111,375 | $13.4M | 0.99% | −368−0.3% | Reduced |
| Central Trust Co | 110,805 | $13.3M | 0.26% | +1,613+1.5% | Added |
| Adviser Investments LLC | 110,763 | $13.3M | 0.15% | +7,901+7.7% | Added |
| Novare Capital Management LLC | 110,477 | $13.3M | 1.05% | −2,629−2.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 117,337 | $13.3M | 0.17% | −7,448−6.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 110,155 | $13.3M | 0.98% | −4,946−4.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 117,704 | $13.2M | 0.58% | +76,007+182.3% | Added |
| Buck Wealth Strategies, LLC | 110,123 | $13.2M | 1.64% | −25,269−18.7% | Reduced |
| Griffin Asset Management, Inc. | 109,973 | $13.2M | 1.49% | −3,133−2.8% | Reduced |
| Eldred Rock Partners, LLC | 109,252 | $13.1M | 3.34% | +1,836+1.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 109,150 | $13.1M | 1.09% | −1,193−1.1% | Reduced |
| Premier Fund Managers Ltd | 111,020 | $13.1M | 0.93% | +3,520+3.3% | Added |
| Park Avenue Securities LLC | 108,975 | $13.1M | 0.10% | +26,683+32.4% | Added |
| Naples Global Advisors, LLC | 106,821 | $12.9M | 0.94% | −1,154−1.1% | Reduced |
| Allianz SE | 107,100 | $12.9M | 0.14% | −731−0.7% | Reduced |
| Savant Capital, LLC | 106,935 | $12.9M | 0.06% | +18,663+21.1% | Added |
| Jacobs & Co | 106,849 | $12.9M | 1.27% | −2,220−2.0% | Reduced |
| Prospera Financial Services Inc | 105,561 | $12.7M | 0.20% | −11,956−10.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 104,497 | $12.6M | 0.66% | −18,586−15.1% | Reduced |
| Umb Bank N A | 104,428 | $12.6M | 0.18% | −9,725−8.5% | Reduced |
| First Nebraska Trust Co | 104,203 | $12.5M | 1.16% | +122+0.1% | Added |
| Clark & Stuart, Inc | 103,085 | $12.5M | 8.41% | −3,299−3.1% | Reduced |
| Laird Norton Trust Company, LLC | 103,050 | $12.5M | 0.27% | −26,308−20.3% | Reduced |
| Miramar Capital, LLC | 103,550 | $12.5M | 2.77% | −2,477−2.3% | Reduced |
| Genus Capital Management Inc. | 102,986 | $12.4M | 1.42% | +47,533+85.7% | Added |
| Rodgers Brothers Inc. | 102,245 | $12.3M | 1.42% | −28,071−21.5% | Reduced |
| Choate Investment Advisors | 102,005 | $12.3M | 0.24% | +3,505+3.6% | Added |
| DuPont Capital Management Corp | 101,853 | $12.3M | 1.39% | +101,853 | New |
| MUFG Securities EMEA plc | 101,752 | $12.2M | 0.18% | −60,000−37.1% | Reduced |
| J.W. Cole Advisors, Inc. | 101,517 | $12.2M | 0.41% | −1,269−1.2% | Reduced |
| Hudson Bay Capital Management LP | 101,505 | $12.2M | 0.07% | +99,705+5,539.2% | Added |
| Ibex Wealth Advisors | 101,148 | $12.2M | 1.13% | +6,268+6.6% | Added |
| Associated Banc-Corp | 100,610 | $12.1M | 0.32% | −731−0.7% | Reduced |
| Kentucky Retirement Systems | 241,239 | $12.1M | 0.90% | +83,043+52.5% | Added |
| Patten & Patten Inc | 100,070 | $12.0M | 0.73% | −1,355−1.3% | Reduced |
| Tompkins Financial Corp | 100,067 | $12.0M | 0.96% | −688−0.7% | Reduced |
| Independent Advisor Alliance | 100,036 | $12.0M | 0.13% | +1,068+1.1% | Added |
| Viking Fund Management LLC | 100,000 | $12.0M | 1.23% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 99,873 | $12.0M | 0.10% | −3,968−3.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 99,726 | $12.0M | 0.55% | +280+0.3% | Added |
| Miracle Mile Advisors, LLC | 99,531 | $12.0M | 0.16% | −4,159−4.0% | Reduced |
| Tufton Capital Management | 99,132 | $11.9M | 2.17% | −1,133−1.1% | Reduced |
| Fort Sheridan Advisors LLC | 98,611 | $11.9M | 1.43% | +1,773+1.8% | Added |
| Avantax Planning Partners, Inc. | 98,512 | $11.9M | 0.33% | −13,075−11.7% | Reduced |
| Estabrook Capital Management | 98,244 | $11.8M | 1.72% | +51+0.1% | Added |
| M. Kulyk & Associates, LLC | 98,194 | $11.8M | 2.20% | +577+0.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 98,000 | $11.8M | 0.57% | −16,000−14.0% | Reduced |
| Buckingham Strategic Partners | 97,724 | $11.8M | 0.12% | −9,459−8.8% | Reduced |
| Advocate Group LLC | 97,350 | $11.7M | 1.83% | −1,461−1.5% | Reduced |
| Cardinal Capital Management | 96,637 | $11.7M | 1.51% | +344+0.4% | Added |
| Rothschild Investment LLC | 97,156 | $11.7M | 0.61% | +13,388+16.0% | Added |
| Purpose Unlimited Inc. | 96,913 | $11.7M | 0.48% | −8,031−7.7% | Reduced |
| Ninety One UK Ltd | 96,901 | $11.7M | 0.03% | −21,989−18.5% | Reduced |
| Vise Technologies, Inc. | 110,677 | $11.6M | 0.23% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 96,078 | $11.6M | 0.49% | −1,894−1.9% | Reduced |
| Marco Investment Management LLC | 95,705 | $11.5M | 0.87% | +175+0.2% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 95,016 | $11.4M | 0.67% | +21,752+29.7% | Added |
| GAM Holding AG | 94,852 | $11.4M | 1.00% | −35,763−27.4% | Reduced |
| Slocum, Gordon & Co LLP | 94,448 | $11.4M | 7.73% | −1,350−1.4% | Reduced |
| 1st Source Bank | 94,306 | $11.3M | 0.59% | −870−0.9% | Reduced |
| John G Ullman & Associates Inc | 94,272 | $11.3M | 1.50% | −7,050−7.0% | Reduced |
| Commonwealth Retirement Investments LLC | 93,906 | $11.3M | 3.50% | +1,906+2.1% | Added |
| Linscomb & Williams, Inc. | 93,611 | $11.3M | 0.50% | −15,232−14.0% | Reduced |
| Atomi Financial Group, Inc. | 93,562 | $11.3M | 0.35% | +30,627+48.7% | Added |
| Lynch & Associates | 93,438 | $11.2M | 2.11% | +480+0.5% | Added |
| AMG National Trust Bank | 93,104 | $11.2M | 0.24% | +2,605+2.9% | Added |
| River Wealth Advisors LLC | 93,102 | $11.2M | 1.29% | −737−0.8% | Reduced |
| CX Institutional | 92,994 | $11.2M | 0.34% | −13,575−12.7% | Reduced |