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
- +96 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
- 214
- 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 | 3,812 | $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 | 3,502 | $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 |
|---|---|---|---|---|---|
| Olistico Wealth, LLC | 3,473 | $446.3K | 0.19% | −138−3.8% | Reduced |
| Somerset Group LLC | 3,613 | $446.4K | 0.31% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 3,439 | $447.8K | 0.24% | +356+11.5% | Added |
| Kelman-Lazarov, Inc. | 3,490 | $448.4K | 0.06% | −52−1.5% | Reduced |
| Ironwood Investment Management LLC | 3,494 | $449.0K | 0.16% | 00.0% | Unchanged |
| South Shore Capital Advisors | 3,498 | $449.5K | 0.30% | +90+2.6% | Added |
| Jupiter Asset Management Ltd | 3,500 | $449.8K | 0.00% | +454+14.9% | Added |
| Schrum Private Wealth Management LLC | 3,603 | $450.1K | 0.46% | +441+13.9% | Added |
| Liberty Square Wealth Partners LLC | 3,508 | $450.8K | 0.11% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 3,509 | $450.9K | 0.40% | 00.0% | Unchanged |
| Willow Creek Capital Management, Inc. | 3,511 | $451.2K | 0.44% | +3,511 | New |
| Security National Bank of Sioux City Iowa | 3,514 | $451.5K | 0.19% | +225+6.8% | Added |
| Alexander Labrunerie & Co., Inc. | 3,530 | $453.6K | 0.16% | +14+0.4% | Added |
| OneAscent Investment Solutions LLC | 3,533 | $454.0K | 0.43% | −405−10.3% | Reduced |
| Paragon Private Wealth Management, LLC | 3,545 | $455.5K | 0.12% | +2+0.1% | Added |
| Mayfair Advisory Group, LLC | 3,477 | $455.8K | 0.14% | −490−12.4% | Reduced |
| Arq Wealth Advisors, LLC | 3,579 | $456.2K | 0.06% | +130+3.8% | Added |
| Pension & Wealth Management Advisors, Inc. | 3,551 | $456.4K | 0.12% | +70+2.0% | Added |
| InTrack Investment Management Inc | 3,557 | $457.1K | 0.23% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,564 | $457.9K | 0.10% | −13−0.4% | Reduced |
| Oxbow Advisors, LLC | 3,575 | $459.4K | 0.04% | +292+8.9% | Added |
| Wall Street Financial Group, Inc. | 3,580 | $460.0K | 0.25% | −156−4.2% | Reduced |
| Berkeley, Inc | 3,583 | $460.4K | 0.14% | 00.0% | Unchanged |
| Verity & Verity, LLC | 3,587 | $460.9K | 0.03% | −378−9.5% | Reduced |
| Westshore Wealth, LLC | 3,592 | $461.5K | 0.14% | +101+2.9% | Added |
| Harvest Fund Management Co., Ltd | 3,600 | $462.0K | 0.02% | −4,108−53.3% | Reduced |
| Powers Advisory Group, LLC | 3,599 | $462.5K | 0.14% | −32−0.9% | Reduced |
| Tradition Wealth Management, LLC | 3,604 | $463.1K | 0.03% | +481+15.4% | Added |
| Wilkins Miller Wealth Management, LLC | 3,604 | $463.2K | 0.25% | +22+0.6% | Added |
| WMG Financial Advisors, LLC | 3,605 | $463.3K | 0.17% | −198−5.2% | Reduced |
| Owen LaRue, LLC | 3,615 | $464.5K | 0.16% | +3,615 | New |
| Lansing Street Advisors | 3,594 | $464.9K | 0.10% | −498−12.2% | Reduced |
| Wellspring Financial Advisors, LLC | 22,465 | $465.4K | 0.03% | +45+0.2% | Added |
| Adamsbrown Wealth Consultants LLC | 3,627 | $466.1K | 0.09% | +12+0.3% | Added |
| BDFS Capital LLC | 3,608 | $466.7K | 0.20% | 00.0% | Unchanged |
| Targeted Financial Services LLC | 3,634 | $467.0K | 0.34% | +392+12.1% | Added |
| St. Nicholas Private Asset Management, Inc | 3,644 | $468.3K | 0.41% | −140−3.7% | Reduced |
| Polymer Capital Management (US) LLC | 3,646 | $468.5K | 0.07% | +1,110+43.8% | Added |
| Syntegra Private Wealth Group, LLC | 3,649 | $468.9K | 0.04% | −171−4.5% | Reduced |
| First National Advisers, LLC | 3,651 | $469.2K | 0.07% | +675+22.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,656 | $470.0K | 0.17% | +1,194+48.5% | Added |
| Peck Wealth Management, LLC | 3,659 | $470.2K | 0.40% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 3,716 | $471.1K | 0.14% | −33−0.9% | Reduced |
| Ballew Advisors, Inc | 3,636 | $471.1K | 0.24% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 3,669 | $471.5K | 0.16% | −142−3.7% | Reduced |
| Bell Bank | 3,672 | $471.9K | 0.02% | +552+17.7% | Added |
| Dakota Community Bank & Trust NA | 3,685 | $473.5K | 1.47% | −147−3.8% | Reduced |
| Bouchey Financial Group Ltd | 3,672 | $474.9K | 0.03% | +442+13.7% | Added |
| Tranquility Partners, LLC | 3,703 | $475.8K | 0.16% | −216−5.5% | Reduced |
| Dimension Capital Management LLC | 3,704 | $476.0K | 0.06% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,683 | $476.4K | 0.07% | −82−2.2% | Reduced |
| Fund Advisors of America Inc | 3,708 | $476.5K | 0.43% | −74−2.0% | Reduced |
| Renasant Bank | 3,712 | $477.0K | 0.31% | −39−1.0% | Reduced |
| Cortland Associates Inc | 3,711 | $477.0K | 0.07% | +15+0.4% | Added |
| Schubert & Co | 3,712 | $477.0K | 0.33% | −404−9.8% | Reduced |
| Gentry Private Wealth, LLC | 3,719 | $477.9K | 0.25% | −173−4.4% | Reduced |
| Gradient Investments LLC | 3,723 | $478.4K | 0.01% | −48−1.3% | Reduced |
| Perennial Advisors, LLC | 3,724 | $478.5K | 0.07% | −550−12.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,729 | $479.0K | 0.04% | 00.0% | Unchanged |
| CacheTech Inc. | 3,732 | $479.6K | 0.08% | +2,039+120.4% | Added |
| Black Diamond Financial, LLC | 3,735 | $479.9K | 0.04% | −172−4.4% | Reduced |
| Nexus Investment Management ULC | 3,735 | $479.9K | 0.06% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 3,748 | $481.6K | 0.18% | −231−5.8% | Reduced |
| Purkiss Capital Advisors LLC | 3,751 | $482.0K | 0.18% | +363+10.7% | Added |
| Sculati Wealth Management, LLC | 3,783 | $482.3K | 0.16% | 00.0% | Unchanged |
| Odyssey Group, LLC | 3,755 | $482.5K | 0.13% | +3,755 | New |
| Silvia McColl Wealth Management, LLC | 3,756 | $482.7K | 0.29% | 00.0% | Unchanged |
| Sepio Capital, LP | 3,766 | $483.9K | 0.02% | −9,100−70.7% | Reduced |
| Redwood Financial Network Corp | 3,769 | $484.4K | 0.27% | +2+0.1% | Added |
| Orographic Financial Advisors, LLC | 3,657 | $486.0K | 0.32% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 3,789 | $487.0K | 0.11% | +1,465+63.0% | Added |
| American Institute for Advanced Investment Management, LLP | 3,795 | $487.7K | 0.28% | 00.0% | Unchanged |
| Peoples Bank | 3,795 | $487.7K | 0.47% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 3,796 | $487.8K | 0.24% | +2+0.1% | Added |
| Providence Financial Advisors, LLC | 3,797 | $487.9K | 0.28% | −197−4.9% | Reduced |
| Greatmark Investment Partners, Inc. | 3,806 | $489.1K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3,783 | $489.4K | 0.05% | +49+1.3% | Added |
| Morey & Quinn Wealth Partners, LLC | 3,811 | $489.7K | 0.31% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 3,821 | $491.0K | 0.05% | +52+1.4% | Added |
| Princeton Global Asset Management LLC | 3,825 | $491.6K | 0.07% | −627−14.1% | Reduced |
| New World Advisors LLC | 3,835 | $492.8K | 0.08% | +43+1.1% | Added |
| Consolidated Planning Corp | 3,842 | $493.7K | 0.07% | −174−4.3% | Reduced |
| Chemistry Wealth Management LLC | 3,843 | $493.8K | 0.08% | −480−11.1% | Reduced |
| Legacy Wealth Advisors, LLC | 3,848 | $494.5K | 0.21% | +1,405+57.5% | Added |
| BlackDiamond Wealth Management Inc. | 3,785 | $495.6K | 0.20% | +233+6.6% | Added |
| Vista Investment Partners LLC | 3,858 | $495.8K | 0.13% | +7+0.2% | Added |
| Bravera Wealth | 3,860 | $496.0K | 0.19% | −241−5.9% | Reduced |
| American Trust | 3,865 | $496.7K | 0.04% | −110−2.8% | Reduced |
| Eads & Heald Wealth Management | 3,872 | $497.6K | 0.24% | −141−3.5% | Reduced |
| Select Asset Management & Trust | 3,876 | $498.0K | 0.14% | −2,000−34.0% | Reduced |
| Verus Financial Partners, Inc. | 3,877 | $498.2K | 0.04% | +7+0.2% | Added |
| Wealth Advisory Solutions, LLC | 3,882 | $498.8K | 0.10% | −313−7.5% | Reduced |
| One Charles Private Wealth Services, LLC | 3,893 | $500.2K | 0.12% | +12+0.3% | Added |
| Hoese & Co LLP | 3,894 | $500.4K | 0.33% | +692+21.6% | Added |
| Dale Q Rice Investment Management Ltd | 3,904 | $501.7K | 0.27% | −63−1.6% | Reduced |
| Oak Asset Management, LLC | 3,906 | $501.9K | 0.16% | −19−0.5% | Reduced |
| Baron Wealth Management LLC | 3,920 | $503.7K | 0.13% | −362−8.5% | Reduced |
| McLean Asset Management Corp | 3,870 | $503.9K | 0.07% | −89−2.2% | Reduced |
| Meridian Investment Counsel Inc. | 3,923 | $504.1K | 0.11% | +130+3.4% | Added |
| Values Added Financial LLC | 3,925 | $504.4K | 0.18% | +323+9.0% | Added |