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, Q2 2026
Institutional positions in Merck & Co., Inc. as of Jun 30, 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
- 3,855
- +95 vs. Q1 2026
- Shares held
- 1.98B
- +52.6M (+2.7%) vs. Q1 2026
- Total value
- $254.3B
- +$23.0B (+9.9%) vs. Q1 2026
- New holders
- 213
- 1,635 more added
- Sold out
- 118
- 1,509 more reduced
53 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 4,335 | $564.4K | 0.15% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 4,395 | $564.8K | 0.20% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4,401 | $565.5K | 0.08% | +164+3.9% | Added |
| Benin Management CORP | 4,401 | $565.5K | 0.11% | +200+4.8% | Added |
| Ewa, LLC | 4,403 | $565.7K | 0.10% | +354+8.7% | Added |
| Florida Financial Advisors, LLC | 4,403 | $565.9K | 0.10% | +483+12.3% | Added |
| Tempo Wealth, LLC | 4,405 | $566.0K | 0.08% | +1,773+67.4% | Added |
| Atlas Legacy Advisors, LLC | 4,578 | $567.2K | 0.08% | +1,084+31.0% | Added |
| Morris Retirement Advisors, LLC | 4,420 | $568.0K | 0.21% | +1,352+44.1% | Added |
| Saiph Capital, LLC | 4,425 | $568.6K | 0.17% | +4,425 | New |
| Fullerton Fund Management Co Ltd. | 4,433 | $569.6K | 0.04% | +815+22.5% | Added |
| Goldstein Advisors, LLC | 4,434 | $569.8K | 0.05% | +758+20.6% | Added |
| Smith Shellnut Wilson LLC | 4,435 | $569.9K | 0.21% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 4,446 | $571.4K | 0.05% | −307−6.5% | Reduced |
| Millennium Capital Advisors, LLC | 4,450 | $571.8K | 0.31% | 00.0% | Unchanged |
| X-Square Capital, LLC | 4,449 | $572.0K | 0.15% | +300+7.2% | Added |
| Dupree Financial Group, LLC | 4,458 | $572.9K | 0.21% | 00.0% | Unchanged |
| Clarus Group, Inc. | 4,461 | $573.3K | 0.19% | +10+0.2% | Added |
| Flatrock Wealth Partners LLC | 4,437 | $574.0K | 0.23% | −266−5.7% | Reduced |
| Rose Capital Advisors LLC | 4,482 | $575.9K | 0.31% | +4,482 | New |
| Syverson Strege & Co | 4,483 | $576.0K | 0.13% | −135−2.9% | Reduced |
| OneAscent Wealth Management LLC | 4,489 | $576.8K | 0.17% | +257+6.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,490 | $577.0K | 0.00% | −380−7.8% | Reduced |
| Mainsail Financial Group, LLC | 4,493 | $577.4K | 0.20% | +77+1.7% | Added |
| Kinloch Capital, LLC | 4,497 | $577.9K | 0.21% | +134+3.1% | Added |
| Bell Investment Advisors, Inc | 4,499 | $578.1K | 0.08% | +842+23.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 4,503 | $578.6K | 0.12% | −223−4.7% | Reduced |
| Warwick Investment Management, Inc. | 4,520 | $580.8K | 0.07% | −214−4.5% | Reduced |
| Apollon Financial, LLC | 4,521 | $580.9K | 0.07% | −44−1.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 4,522 | $581.1K | 0.17% | −10−0.2% | Reduced |
| Barr E S & Co | 4,536 | $582.9K | 0.03% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 4,544 | $583.9K | 0.08% | +91+2.0% | Added |
| Financial Partners Group, Inc | 4,545 | $584.0K | 0.06% | +180+4.1% | Added |
| Cardiff Park Advisors, LLC | 4,546 | $584.2K | 0.05% | +10+0.2% | Added |
| Fca Corp | 4,550 | $584.6K | 0.14% | −9−0.2% | Reduced |
| FourThought Financial Partners, LLC | 4,550 | $584.6K | 0.05% | −507−10.0% | Reduced |
| United Bank | 4,553 | $585.1K | 0.07% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 4,565 | $586.6K | 0.10% | +10.0% | Added |
| Mathes Company, Inc. | 4,565 | $587.0K | 0.18% | −350−7.1% | Reduced |
| Cambridge Financial Group, LLC | 4,574 | $587.7K | 0.19% | −139−2.9% | Reduced |
| 111 Capital | 4,582 | $588.8K | 0.10% | +4,582 | New |
| Lakeridge Wealth Management LLC | 4,588 | $589.6K | 0.22% | +57+1.3% | Added |
| Seven Mile Advisory | 4,571 | $591.2K | 0.40% | −562−10.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 4,606 | $591.9K | 0.08% | +376+8.9% | Added |
| Tred Avon Family Wealth, LLC | 4,618 | $593.4K | 0.18% | +174+3.9% | Added |
| Capital Advisors Wealth Management, LLC | 4,622 | $593.9K | 0.07% | +250+5.7% | Added |
| Meramec Financial Planners, LLC | 4,542 | $593.9K | 0.22% | −25−0.5% | Reduced |
| Sawgrass Asset Management LLC | 4,623 | $594.1K | 0.08% | −68−1.4% | Reduced |
| Strategic Wealth Advisors LLC | 5,655 | $595.0K | 0.51% | +517+10.1% | Added |
| One Wealth Capital Management, LLC | 4,631 | $595.1K | 0.17% | +4,631 | New |
| Cornerstone Capital, Inc. | 4,642 | $596.5K | 0.05% | +19+0.4% | Added |
| Birchcreek Wealth Management, LLC | 4,652 | $597.8K | 0.23% | +900+24.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,655 | $598.1K | 0.06% | +218+4.9% | Added |
| Lumbard & Kellner, LLC | 4,671 | $600.2K | 0.18% | 00.0% | Unchanged |
| Walser Wealth Management Company, A Ltd Liability Co | 4,678 | $601.1K | 0.25% | +937+25.0% | Added |
| Cottage Street Advisors LLC | 4,680 | $601.3K | 0.23% | +3+0.1% | Added |
| UMA Financial Services, Inc. | 4,682 | $601.7K | 0.07% | +104+2.3% | Added |
| Tower Wealth Partners, Inc. | 4,683 | $601.7K | 0.30% | +159+3.5% | Added |
| Southern Michigan Bank & Trust | 4,691 | $602.8K | 0.21% | +2,100+81.0% | Added |
| Ninety One SA (PTY) Ltd | 4,749 | $603.6K | 0.03% | 00.0% | Unchanged |
| Mirabaud Asset Management Ltd | 4,675 | $604.9K | 0.50% | −7,944−63.0% | Reduced |
| Core Wealth Advisors, Inc. | 4,713 | $605.6K | 0.12% | −493−9.5% | Reduced |
| First Citizens Financial Corp | 4,715 | $605.9K | 0.25% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 4,715 | $605.9K | 0.10% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 4,908 | $608.7K | 0.27% | +473+10.7% | Added |
| CWC Advisors, LLC. | 4,753 | $610.8K | 0.27% | −85−1.8% | Reduced |
| Luts & Greenleigh Group, Inc | 4,755 | $611.0K | 0.46% | +113+2.4% | Added |
| Financial Advisors Network, Inc. | 4,759 | $611.5K | 0.07% | +28+0.6% | Added |
| Acima Private Wealth, LLC | 4,764 | $612.2K | 0.18% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 4,766 | $612.4K | 0.25% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 4,767 | $612.6K | 0.37% | +496+11.6% | Added |
| Fairvoy Private Wealth, LLC | 4,768 | $612.7K | 0.12% | +326+7.3% | Added |
| Brady Family Wealth, LLC | 4,774 | $613.5K | 0.18% | −1,307−21.5% | Reduced |
| Paulson Wealth Management Inc. | 4,775 | $613.6K | 0.13% | +191+4.2% | Added |
| Capital City Trust Co | 4,790 | $615.5K | 0.13% | +308+6.9% | Added |
| Jacobsen Capital Management | 4,798 | $616.5K | 0.18% | +40+0.8% | Added |
| Elefante Mark B | 4,800 | $616.8K | 0.27% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,806 | $617.6K | 0.38% | +45+0.9% | Added |
| Sovereign Financial Group, Inc. | 4,808 | $617.8K | 0.09% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 4,810 | $618.1K | 0.16% | +18+0.4% | Added |
| Secured Retirement Advisors, LLC | 4,813 | $618.5K | 0.32% | −19,084−79.9% | Reduced |
| Liberty Capital Management, Inc. | 4,814 | $618.6K | 0.11% | +4,814 | New |
| Emprise Bank | 4,825 | $620.0K | 0.23% | −68−1.4% | Reduced |
| Union Savings Bank | 4,833 | $621.0K | 0.25% | 00.0% | Unchanged |
| 360 Financial, Inc. | 4,833 | $621.1K | 0.16% | +8+0.2% | Added |
| Annex Advisory Services, LLC | 4,837 | $621.5K | 0.01% | −250−4.9% | Reduced |
| Strata Wealth Advisors, LLC | 4,849 | $623.1K | 0.15% | +178+3.8% | Added |
| Spartan Planning & Wealth Management | 4,853 | $623.7K | 0.42% | −680−12.3% | Reduced |
| Keyvantage Wealth, LLC | 4,857 | $624.1K | 0.24% | −672−12.2% | Reduced |
| Plan A Wealth LLC | 4,860 | $624.5K | 0.27% | +52+1.1% | Added |
| Accel Wealth Management | 4,862 | $624.8K | 0.14% | +3+0.1% | Added |
| MWA Asset Management | 4,866 | $625.3K | 0.28% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,872 | $626.1K | 0.12% | −158−3.1% | Reduced |
| Wedge Capital Management L L P | 4,873 | $626.2K | 0.01% | −596−10.9% | Reduced |
| Hollencrest Capital Management | 4,878 | $626.9K | 0.04% | +101+2.1% | Added |
| Caliber Wealth Management, LLC | 4,890 | $628.4K | 0.06% | −12−0.2% | Reduced |
| Fairscale Capital, LLC | 4,863 | $629.0K | 0.38% | 00.0% | Unchanged |
| Lynx Investment Advisory | 4,906 | $630.3K | 0.21% | +1,585+47.7% | Added |
| MEMBERS Trust Co | 4,917 | $631.8K | 0.02% | −342−6.5% | Reduced |
| Affinity Capital Advisors, LLC | 4,984 | $631.9K | 0.08% | +107+2.2% | Added |