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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 92,163 | $11.2M | 0.31% | −20.0% | Reduced |
| Hamel Associates, Inc. | 92,801 | $11.2M | 3.18% | −336−0.4% | Reduced |
| Apollon Wealth Management, LLC | 92,740 | $11.2M | 0.18% | +2,665+3.0% | Added |
| Kinneret Advisory, LLC | 91,933 | $11.1M | 1.06% | −4,076−4.2% | Reduced |
| Smithfield Trust Co | 92,186 | $11.1M | 0.48% | +276+0.3% | Added |
| Evercore Wealth Management, LLC | 91,797 | $11.0M | 0.17% | −1,303−1.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 91,046 | $11.0M | 2.59% | −11,450−11.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 91,627 | $11.0M | 0.55% | −648−0.7% | Reduced |
| Trillium Asset Management, LLC | 91,372 | $11.0M | 0.37% | −4,821−5.0% | Reduced |
| Caisse des Depots Et Consignations | 91,415 | $11.0M | 0.18% | +7,915+9.5% | Added |
| Empirical Finance, LLC | 90,944 | $10.9M | 0.51% | −207−0.2% | Reduced |
| Lee Danner & Bass Inc | 89,960 | $10.8M | 0.68% | +675+0.8% | Added |
| NBT Bank N A | 89,896 | $10.8M | 0.71% | −1,191−1.3% | Reduced |
| Brighton Jones LLC | 89,649 | $10.8M | 0.24% | +89,649 | New |
| Beck Mack & Oliver LLC | 89,619 | $10.8M | 0.22% | −8,307−8.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 89,323 | $10.7M | 0.12% | +23,443+35.6% | Added |
| Lockheed Martin Investment Management Co | 89,300 | $10.7M | 0.39% | −4,500−4.8% | Reduced |
| GAMMA Investing LLC | 89,256 | $10.7M | 0.50% | +8,626+10.7% | Added |
| Adalta Capital Management LLC | 88,591 | $10.7M | 5.13% | −989−1.1% | Reduced |
| Quadrant Capital Group LLC | 88,834 | $10.7M | 0.32% | +1,189+1.4% | Added |
| Birch Hill Investment Advisors LLC | 88,805 | $10.7M | 0.48% | −580−0.6% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 88,573 | $10.7M | 0.71% | −20,445−18.8% | Reduced |
| Exchange Traded Concepts, LLC | 88,552 | $10.7M | 0.08% | −226,176−71.9% | Reduced |
| Addenda Capital Inc. | 87,800 | $10.6M | 0.30% | 00.0% | Unchanged |
| Cutler Investment Counsel LLC | 87,631 | $10.6M | 1.09% | −949−1.1% | Reduced |
| LaFleur & Godfrey LLC | 88,152 | $10.6M | 1.32% | −4,049−4.4% | Reduced |
| Neville Rodie & Shaw Inc | 87,824 | $10.6M | 0.77% | 00.0% | Unchanged |
| FLC Capital Advisors | 87,402 | $10.5M | 1.91% | −1,763−2.0% | Reduced |
| Parsons Capital Management Inc | 87,092 | $10.5M | 0.48% | +3,511+4.2% | Added |
| Canandaigua National Corp | 86,888 | $10.5M | 0.94% | +86,888 | New |
| Pensionmark Financial Group, LLC | 85,824 | $10.3M | 0.17% | −1,930−2.2% | Reduced |
| Azzad Asset Management Inc | 85,725 | $10.3M | 1.04% | −985−1.1% | Reduced |
| Skopos Labs, Inc. | 85,476 | $10.3M | 0.32% | +21,032+32.6% | Added |
| Carnegie Capital Asset Management, LLC | 85,461 | $10.3M | 0.20% | −1,254−1.4% | Reduced |
| Northern Oak Wealth Management Inc | 85,346 | $10.3M | 1.28% | +2,051+2.5% | Added |
| WealthBridge Investment Counsel Inc. | 85,215 | $10.3M | 3.13% | +1,030+1.2% | Added |
| E. Ohman J:or Asset Management AB | 85,057 | $10.2M | 0.27% | −3,400−3.8% | Reduced |
| Meeder Asset Management Inc | 84,741 | $10.2M | 0.58% | +9,427+12.5% | Added |
| Gladstone Institutional Advisory LLC | 84,536 | $10.2M | 0.38% | +1,710+2.1% | Added |
| Oak Harvest Investment Services | 83,388 | $10.0M | 1.05% | +269+0.3% | Added |
| Sit Investment Associates Inc | 83,342 | $10.0M | 0.20% | +81,760+5,168.1% | Added |
| Summit Trail Advisors, LLC | 83,143 | $10.0M | 0.14% | +11,021+15.3% | Added |
| Winslow Asset Management Inc | 83,013 | $9.99M | 1.94% | −1,822−2.1% | Reduced |
| Oak Grove Capital LLC | 82,960 | $9.98M | 1.71% | +700+0.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 82,835 | $9.96M | 0.76% | −8,225−9.0% | Reduced |
| Sky Investment Group LLC | 82,367 | $9.91M | 1.70% | −400.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 82,260 | $9.90M | 0.05% | −10,477−11.3% | Reduced |
| Stock Yards Bank & Trust Co | 82,209 | $9.89M | 0.31% | −3,177−3.7% | Reduced |
| Algert Global LLC | 81,672 | $9.82M | 0.15% | −15,660−16.1% | Reduced |
| Daymark Wealth Partners, LLC | 81,618 | $9.82M | 0.31% | −852−1.0% | Reduced |
| Heritage Trust Co | 81,460 | $9.80M | 0.98% | +6,125+8.1% | Added |
| Freestone Capital Holdings, LLC | 81,403 | $9.79M | 0.30% | −5,732−6.6% | Reduced |
| Perigon Wealth Management, LLC | 80,209 | $9.65M | 0.18% | +1,081+1.4% | Added |
| Principle Wealth Partners LLC | 80,052 | $9.63M | 0.55% | −2,214−2.7% | Reduced |
| Patient Square Capital LP | 80,000 | $9.62M | 1.71% | +80,000 | New |
| Busey Wealth Management | 79,448 | $9.56M | 0.26% | −2,100−2.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 79,418 | $9.55M | 0.14% | +114+0.1% | Added |
| Live Oak Private Wealth LLC | 79,338 | $9.54M | 1.33% | −591−0.7% | Reduced |
| GFS Advisors, LLC | 79,014 | $9.50M | 0.67% | −448−0.6% | Reduced |
| Kennedy Capital Management, Inc. | 78,744 | $9.47M | 0.20% | −3,395−4.1% | Reduced |
| Carret Asset Management, LLC | 78,723 | $9.47M | 0.93% | −2,448−3.0% | Reduced |
| Nixon Peabody Trust Co | 78,707 | $9.47M | 0.75% | −1,390−1.7% | Reduced |
| Greenleaf Trust | 78,684 | $9.46M | 0.09% | +1,326+1.7% | Added |
| Thomas Story & Son LLC | 78,545 | $9.45M | 3.63% | +1,667+2.2% | Added |
| Fulton Bank, N.A. | 78,112 | $9.40M | 0.33% | +12,897+19.8% | Added |
| Mutual Advisors, LLC | 77,619 | $9.34M | 0.20% | −1,234−1.6% | Reduced |
| Contravisory Investment Management, Inc. | 77,298 | $9.30M | 1.91% | +6,385+9.0% | Added |
| We Are One Seven, LLC | 76,852 | $9.24M | 0.19% | −618−0.8% | Reduced |
| CAPROCK Group, Inc. | 75,687 | $9.17M | 0.22% | −1,731−2.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 76,120 | $9.16M | 0.31% | +400+0.5% | Added |
| Sunbelt Securities, Inc. | 76,019 | $9.14M | 0.58% | −697−0.9% | Reduced |
| Robinhood Asset Management, LLC | 75,781 | $9.12M | 0.66% | +75,781 | New |
| BNP Paribas | 75,150 | $9.05M | 0.29% | +2,619+3.6% | Added |
| CBOE Vest Financial, LLC | 75,051 | $9.03M | 0.11% | +2,547+3.5% | Added |
| Level Four Advisory Services, LLC | 74,875 | $9.01M | 0.30% | −6,482−8.0% | Reduced |
| Loomis Sayles & Co L P | 74,671 | $8.98M | 0.01% | −80,639−51.9% | Reduced |
| Sowell Financial Services LLC | 74,549 | $8.97M | 0.33% | +2,186+3.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 74,329 | $8.94M | 0.61% | +17,841+31.6% | Added |
| Siemens Fonds Invest GmbH | 74,160 | $8.92M | 0.51% | −15,768−17.5% | Reduced |
| Capital Analysts, LLC | 74,015 | $8.90M | 0.23% | +230+0.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 73,593 | $8.85M | 0.30% | −5,253−6.7% | Reduced |
| Groupe la Francaise | 73,551 | $8.84M | 0.12% | +26,631+56.8% | Added |
| Ledyard National Bank | 73,445 | $8.83M | 0.77% | −1,209−1.6% | Reduced |
| Augustine Asset Management Inc | 73,215 | $8.81M | 1.98% | −438−0.6% | Reduced |
| Chemung Canal Trust Co | 73,092 | $8.79M | 1.78% | −963−1.3% | Reduced |
| North Dakota State Investment Board | 73,011 | $8.78M | 0.38% | −13,421−15.5% | Reduced |
| Trust Co of Toledo NA | 72,838 | $8.76M | 0.83% | −512−0.7% | Reduced |
| Voleon Capital Management LP | 72,679 | $8.74M | 0.19% | +5,285+7.8% | Added |
| Principal Securities, Inc. | 72,670 | $8.74M | 0.13% | +16,195+28.7% | Added |
| W Advisors, LLC | 72,563 | $8.73M | 4.47% | −350.0% | Reduced |
| Jacobi Capital Management LLC | 72,285 | $8.70M | 0.49% | +257+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 72,054 | $8.67M | 0.29% | +21,806+43.4% | Added |
| Round Hill Asset Management | 72,015 | $8.66M | 5.67% | −724−1.0% | Reduced |
| Meridian Wealth Management, LLC | 71,654 | $8.62M | 0.31% | −1,093−1.5% | Reduced |
| Simmons Bank | 71,297 | $8.58M | 0.57% | +170.0% | Added |
| Global X Japan Co., Ltd. | 70,922 | $8.53M | 0.44% | +3,030+4.5% | Added |
| Clear Trail Advisors, LLC | 70,700 | $8.50M | 1.42% | −4,971−6.6% | Reduced |
| Hantz Financial Services, Inc. | 70,513 | $8.48M | 0.13% | −100.0% | Reduced |
| Boit C F David | 70,283 | $8.45M | 3.75% | 00.0% | Unchanged |
| Everence Capital Management Inc | 70,254 | $8.45M | 0.52% | 00.0% | Unchanged |