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 |
|---|---|---|---|---|---|
| Crux Wealth Advisors | 3,927 | $504.7K | 0.17% | −129−3.2% | Reduced |
| Bruce G. Allen Investments, LLC | 3,934 | $505.5K | 0.32% | +48+1.2% | Added |
| City National Bank of Florida | 3,935 | $505.7K | 0.21% | +856+27.8% | Added |
| Advus Financial Partners, LLC | 3,936 | $505.8K | 0.11% | −15−0.4% | Reduced |
| Concentrum Wealth Management | 3,939 | $506.1K | 0.12% | +59+1.5% | Added |
| Retirement Planning Group, LLC | 3,918 | $506.8K | 0.28% | −15−0.4% | Reduced |
| O'Brien Greene & Co. Inc | 3,944 | $506.8K | 0.14% | −586−12.9% | Reduced |
| Optivise Advisory Services LLC | 3,946 | $507.0K | 0.26% | +474+13.7% | Added |
| Ballast, Inc. | 3,950 | $507.6K | 0.10% | −4−0.1% | Reduced |
| RTD Financial Advisors, Inc. | 3,952 | $507.8K | 0.06% | +380+10.6% | Added |
| Sienna Gestion | 3,891 | $509.0K | 0.03% | +3,891 | New |
| Z3 Capital Partners, LLC | 3,968 | $509.9K | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,988 | $512.0K | 0.13% | −202−4.8% | Reduced |
| Uniting Wealth Partners, LLC | 3,965 | $512.9K | 0.10% | −91−2.2% | Reduced |
| MPWM Advisory Solutions, LLC | 3,993 | $513.1K | 0.23% | +2,208+123.7% | Added |
| Ni Acquisitions Company, LLC | 2,087 | $513.9K | 0.22% | +2,087 | New |
| Davis Asset Management, L.P. | 4,000 | $514.0K | 0.01% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 4,000 | $514.0K | 0.04% | +4,000 | New |
| Kercheville Advisors, LLC | 4,003 | $514.4K | 0.16% | 00.0% | Unchanged |
| Eagle Bluffs Wealth Management LLC | 3,990 | $514.6K | 0.17% | +1,795+81.8% | Added |
| Capstone Investment Advisors, LLC | 4,009 | $515.2K | 0.00% | −2,463−38.1% | Reduced |
| Huntleigh Advisors, Inc. | 4,009 | $515.3K | 0.07% | +51+1.3% | Added |
| Nelson Capital Management, LLC | 4,016 | $516.1K | 0.06% | 00.0% | Unchanged |
| PeakShares LLC | 4,018 | $516.3K | 0.38% | −390−8.8% | Reduced |
| Weaver Consulting Group | 4,026 | $517.3K | 0.11% | +40+1.0% | Added |
| PFS Partners, LLC | 4,033 | $518.2K | 0.21% | −32−0.8% | Reduced |
| Cpwa, LLC | 4,037 | $518.8K | 0.60% | 00.0% | Unchanged |
| Bender Robert & Associates | 4,042 | $519.4K | 0.11% | −35−0.9% | Reduced |
| Falcon Wealth Planning | 4,045 | $519.8K | 0.03% | −381−8.6% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 4,020 | $520.0K | 0.07% | −9−0.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,049 | $520.3K | 0.02% | −253−5.9% | Reduced |
| D'Orazio & Associates, Inc. | 4,050 | $520.4K | 0.06% | −195−4.6% | Reduced |
| Parisi Gray Wealth Management | 4,052 | $520.6K | 0.11% | −77−1.9% | Reduced |
| Flynn Zito Capital Management, LLC | 4,052 | $520.7K | 0.14% | −352−8.0% | Reduced |
| Pursuit Wealth Strategies, LLC | 4,054 | $520.9K | 0.68% | −120−2.9% | Reduced |
| Investment Partners Asset Management, Inc. | 4,062 | $522.0K | 0.29% | +11+0.3% | Added |
| Connors Investor Services Inc | 4,065 | $522.4K | 0.05% | −550−11.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,067 | $522.6K | 0.11% | +44+1.1% | Added |
| BOK Financial Private Wealth, Inc. | 4,043 | $523.3K | 0.03% | +80+2.0% | Added |
| Range Financial Group LLC | 4,073 | $523.4K | 0.14% | +63+1.6% | Added |
| Orrstown Financial Services Inc | 4,079 | $524.2K | 0.08% | −825−16.8% | Reduced |
| MBM Wealth Consultants, LLC | 4,081 | $524.4K | 0.10% | +301+8.0% | Added |
| Howard Wealth Management, LLC | 4,092 | $525.9K | 0.19% | +249+6.5% | Added |
| Dividend Assets Capital, LLC | 4,094 | $526.1K | 0.10% | −562−12.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,096 | $526.3K | 0.06% | +1,096+36.5% | Added |
| Legacy Advisory Services, LLC | 4,097 | $526.5K | 0.37% | −259−5.9% | Reduced |
| Intergy Private Wealth, LLC | 4,099 | $526.7K | 0.12% | +305+8.0% | Added |
| Legacy Edge Advisors, LLC | 4,100 | $526.9K | 0.05% | +975+31.2% | Added |
| Hollow Brook Wealth Management LLC | 4,113 | $528.5K | 0.11% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 4,116 | $529.0K | 0.17% | +125+3.1% | Added |
| Worth Asset Management, LLC | 4,125 | $530.1K | 0.17% | −6,712−61.9% | Reduced |
| Aventura Private Wealth, LLC | 4,130 | $530.7K | 0.16% | +383+10.2% | Added |
| Centurion Wealth Management LLC | 4,132 | $531.0K | 0.13% | −460−10.0% | Reduced |
| Valicenti Advisory Services Inc | 4,132 | $531.0K | 0.10% | 00.0% | Unchanged |
| One Day In July LLC | 4,135 | $531.3K | 0.04% | +123+3.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 4,136 | $531.5K | 0.12% | −102−2.4% | Reduced |
| Powell Investment Advisors, LLC | 4,109 | $531.5K | 0.17% | 00.0% | Unchanged |
| True North Advisors, LLC | 4,150 | $533.3K | 0.05% | −435−9.5% | Reduced |
| Cranbrook Wealth Management, LLC | 4,154 | $533.8K | 0.10% | −321−7.2% | Reduced |
| Oxford Financial Group Ltd | 4,171 | $536.0K | 0.03% | +6+0.1% | Added |
| Ameriflex Group, Inc. | 4,176 | $536.7K | 0.22% | −27−0.6% | Reduced |
| Hall Capital Management Co Inc | 4,183 | $537.5K | 0.17% | −125−2.9% | Reduced |
| St. Louis Trust Co | 16,457 | $539.0K | 0.15% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 4,179 | $540.6K | 0.14% | −119−2.8% | Reduced |
| Fell Capital Management | 4,215 | $541.6K | 0.46% | −100−2.3% | Reduced |
| Alesco Advisors LLC | 4,220 | $542.3K | 0.01% | −4−0.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 4,227 | $543.2K | 0.19% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,333 | $543.3K | 0.24% | +17+0.4% | Added |
| Seizert Capital Partners, LLC | 4,230 | $543.6K | 0.02% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 4,128 | $544.2K | 0.04% | +541+15.1% | Added |
| Avail Investment Partners, LLC | 4,244 | $545.3K | 0.42% | 00.0% | Unchanged |
| Ramiah Investment Group | 4,246 | $545.6K | 0.42% | +422+11.0% | Added |
| Johnson Bixby & Associates, LLC | 4,249 | $546.0K | 0.06% | +31+0.7% | Added |
| Junk Investment Group, LLC | 4,251 | $546.3K | 0.24% | +15+0.4% | Added |
| Miller Global Investments, LLC | 4,258 | $547.2K | 0.45% | −61−1.4% | Reduced |
| 55 North Private Wealth, LLC | 4,275 | $549.3K | 0.11% | +35+0.8% | Added |
| Constitution Capital LLC | 4,280 | $550.0K | 0.28% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 4,287 | $550.9K | 0.00% | 00.0% | Unchanged |
| Tudor Financial Inc. | 4,288 | $551.1K | 0.25% | −97−2.2% | Reduced |
| LeConte Wealth Management, LLC | 4,289 | $551.1K | 0.30% | +755+21.4% | Added |
| Cannon Financial Strategists, Inc. | 4,294 | $551.8K | 0.06% | +106+2.5% | Added |
| J.Safra Asset Management Corp | 4,298 | $552.4K | 0.03% | +154+3.7% | Added |
| Ceera Investments, LLC | 4,299 | $552.4K | 0.23% | −320−6.9% | Reduced |
| Summit Wealth Group, LLC | 4,302 | $552.8K | 0.11% | +3+0.1% | Added |
| Elmwood Wealth Management, Inc. | 4,314 | $554.3K | 0.14% | +301+7.5% | Added |
| Tiaa Trust, National Association | 4,317 | $554.7K | 0.03% | −6,667−60.7% | Reduced |
| Joule Financial, LLC | 4,322 | $555.4K | 0.15% | +6+0.1% | Added |
| Collaborative Fund Advisors, LLC | 4,323 | $555.5K | 0.32% | +358+9.0% | Added |
| Campbell Deegan Wealth Management, LLC | 4,327 | $556.0K | 0.40% | −294−6.4% | Reduced |
| White Lighthouse Investment Management Inc. | 4,328 | $556.1K | 0.07% | +86+2.0% | Added |
| Alliance Wealth Advisors, LLC | 4,342 | $557.9K | 0.11% | −66−1.5% | Reduced |
| Capital Advisors, Ltd. LLC | 4,345 | $558.0K | 0.06% | −45−1.0% | Reduced |
| Secure Asset Management, LLC | 4,350 | $559.0K | 0.08% | −21,955−83.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 4,354 | $559.5K | 0.06% | +202+4.9% | Added |
| Paragon Capital Management Ltd | 4,355 | $559.7K | 0.11% | +9+0.2% | Added |
| Bourne Lent Asset Management Inc | 4,357 | $559.9K | 0.19% | 00.0% | Unchanged |
| Manchester Financial Inc | 4,358 | $560.0K | 0.10% | −98−2.2% | Reduced |
| Park Edge Advisors, LLC | 4,378 | $562.6K | 0.12% | +200+4.8% | Added |
| Clark Financial Services Group Inc | 4,388 | $563.9K | 0.27% | +515+13.3% | Added |
| Goldstone Financial Group, LLC | 4,391 | $564.2K | 0.05% | −65−1.5% | Reduced |