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
Q3 2026 data is still coming in: 11 institutions have reported holding MRK so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 4,917 | $631.9K | 0.03% | +172+3.6% | Added |
| Palumbo Wealth Management LLC | 4,918 | $631.9K | 0.13% | +58+1.2% | Added |
| ABLE Financial Group, LLC | 4,923 | $632.6K | 0.11% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,919 | $633.8K | 0.20% | 00.0% | Unchanged |
| Financial Solutions Advisory Group, Inc. | 5,069 | $633.9K | 0.08% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 4,933 | $634.0K | 0.06% | +37+0.8% | Added |
| BOS Asset Management, LLC | 4,935 | $634.1K | 0.15% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 4,954 | $636.6K | 0.15% | +20.0% | Added |
| Financial Enhancement Group LLC | 4,955 | $636.7K | 0.08% | +101+2.1% | Added |
| Founders Grove Wealth Partners, LLC | 4,961 | $637.5K | 0.13% | +652+15.1% | Added |
| S.A. Mason LLC | 4,968 | $638.3K | 0.20% | +8+0.2% | Added |
| Novak & Powell Financial Services, Inc. | 4,975 | $639.3K | 0.30% | +15+0.3% | Added |
| NFP Retirement, Inc. | 4,976 | $639.4K | 0.04% | −131−2.6% | Reduced |
| Element Wealth, LLC | 4,981 | $640.0K | 0.24% | +4+0.1% | Added |
| Ullmann Financial Group, Inc. | 4,982 | $640.1K | 0.06% | +222+4.7% | Added |
| Laurel Wealth Advisors LLC | 4,984 | $640.4K | 0.06% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 4,992 | $641.5K | 0.50% | −512−9.3% | Reduced |
| Cora Capital Advisors LLC | 4,994 | $641.7K | 0.18% | +24+0.5% | Added |
| Indiana Trust & Investment Management CO | 4,996 | $642.0K | 0.18% | 00.0% | Unchanged |
| Pavaki Capital Management LLC | 5,000 | $642.5K | 0.37% | 00.0% | Unchanged |
| Westmount Partners, LLC | 5,013 | $644.1K | 0.14% | +123+2.5% | Added |
| Fortis Capital Advisors, LLC | 5,018 | $644.8K | 0.07% | +1,350+36.8% | Added |
| Snowwater Investment Partners, LLC | 4,988 | $645.1K | 0.45% | +54+1.1% | Added |
| Floyd Financial Group LLC | 5,359 | $647.3K | 0.42% | −17−0.3% | Reduced |
| Salvus Wealth Management, LLC | 5,037 | $647.3K | 0.36% | +500+11.0% | Added |
| Golden Reserve Retirement LLC | 5,044 | $648.2K | 0.10% | +2,410+91.5% | Added |
| Successful Portfolios LLC | 5,204 | $648.2K | 0.30% | −10.0% | Reduced |
| Green Ridge Wealth Planning LLC | 5,048 | $648.7K | 0.27% | −322−6.0% | Reduced |
| Lake Street Financial LLC | 5,051 | $649.1K | 0.07% | −33−0.6% | Reduced |
| Summit Financial Strategies, Inc. | 5,052 | $649.2K | 0.05% | −1,005−16.6% | Reduced |
| Congress Park Capital LLC | 5,060 | $650.2K | 0.18% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 5,065 | $650.9K | 0.44% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 5,084 | $653.3K | 0.10% | +1,710+50.7% | Added |
| Investment Partners, Ltd. | 5,098 | $655.0K | 0.20% | +121+2.4% | Added |
| McLaughlin Asset Management, Inc. | 5,110 | $656.9K | 0.45% | +7+0.1% | Added |
| Beacon Investment Advisors LLC | 5,120 | $658.0K | 0.21% | −10.0% | Reduced |
| MOR Wealth Management, LLC | 5,136 | $660.0K | 0.26% | +5,136 | New |
| Topsail Wealth Management, LLC | 5,112 | $661.2K | 0.08% | +11+0.2% | Added |
| Worthington Financial Partners, LLC | 5,149 | $661.6K | 0.55% | −267−4.9% | Reduced |
| Clark Wealth Partners | 5,121 | $662.4K | 0.37% | −168−3.2% | Reduced |
| Royal Palms Capital LLC | 5,158 | $662.8K | 0.58% | +28+0.5% | Added |
| Arcataur Capital Management LLC | 5,177 | $665.2K | 0.16% | +87+1.7% | Added |
| Arsenal Capital Advisors LLC | 5,179 | $665.5K | 0.39% | +15+0.3% | Added |
| Ironwood Financial, llc | 5,395 | $669.2K | 0.10% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 5,214 | $670.0K | 0.08% | +97+1.9% | Added |
| Atlas Capital Advisors LLC | 5,216 | $670.3K | 0.07% | −1,581−23.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 5,221 | $670.9K | 0.05% | +35+0.7% | Added |
| Cohen Investment Advisors LLC | 5,231 | $672.2K | 0.30% | −490−8.6% | Reduced |
| Vantus Wealth LLC | 5,250 | $674.6K | 0.36% | +5,250 | New |
| Simon Quick Advisors, LLC | 5,250 | $674.7K | 0.03% | +304+6.1% | Added |
| Carr Financial Group Corp | 5,252 | $674.9K | 0.16% | +62+1.2% | Added |
| Rasp Wealth Solutions, LLC | 5,259 | $675.8K | 0.22% | +5,259 | New |
| Mendel Capital Management LLC | 5,263 | $676.3K | 0.30% | +29+0.6% | Added |
| Maxele Advisors, LLC | 5,271 | $677.4K | 0.47% | +5,271 | New |
| Stenger Family Office, LLC | 5,282 | $678.7K | 0.11% | +286+5.7% | Added |
| Rialto Wealth Management, LLC | 5,295 | $680.4K | 0.13% | +70+1.3% | Added |
| Steadtrust LLC | 5,299 | $680.9K | 0.34% | +20.0% | Added |
| Easterly Investment Partners LLC | 5,300 | $681.0K | 0.03% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 5,400 | $681.8K | 0.18% | −113−2.0% | Reduced |
| Zevin Asset Management LLC | 5,318 | $683.4K | 0.10% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 5,318 | $683.4K | 0.67% | +3,620+213.2% | Added |
| Hummer Financial Advisory Services Inc | 5,289 | $684.1K | 0.45% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 5,325 | $684.3K | 0.50% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 5,341 | $686.4K | 0.13% | +550+11.5% | Added |
| Womack Financial LLC | 5,358 | $688.5K | 0.46% | +182+3.5% | Added |
| Perennial Investment Advisors, LLC | 5,358 | $688.6K | 0.05% | +22+0.4% | Added |
| Summa Corp. | 5,360 | $688.8K | 0.22% | 00.0% | Unchanged |
| Congress Asset Management Co | 5,371 | $690.2K | 0.00% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 5,373 | $690.4K | 0.15% | +1,275+31.1% | Added |
| Beto Financial Group, LLC | 5,575 | $693.5K | 0.36% | +28+0.5% | Added |
| HHM Wealth Advisors, LLC | 5,402 | $694.2K | 0.07% | −24−0.4% | Reduced |
| Sender Co & Partners, Inc. | 5,404 | $694.4K | 0.29% | +5,404 | New |
| Centiva Capital, LP | 5,405 | $694.5K | 0.02% | +2,397+79.7% | Added |
| Wagner Wealth Management, LLC | 5,406 | $694.7K | 0.13% | −485−8.2% | Reduced |
| Leigh Baldwin & Co., LLC | 5,407 | $694.7K | 0.37% | −157−2.8% | Reduced |
| Barrett & Company, Inc. | 5,411 | $695.3K | 0.19% | +715+15.2% | Added |
| O'Rourke & Company, Inc | 5,424 | $697.0K | 0.24% | +9+0.2% | Added |
| Trail Ridge Investment Advisors, LLC | 5,426 | $697.3K | 0.29% | −67−1.2% | Reduced |
| Sather Financial Group Inc | 5,433 | $698.1K | 0.04% | +538+11.0% | Added |
| Eagle Bay Advisors LLC | 5,407 | $699.3K | 0.52% | −367−6.4% | Reduced |
| Dempze Nancy E | 5,455 | $701.0K | 0.34% | 00.0% | Unchanged |
| Woodward Financial Advisors, Inc. | 5,455 | $701.0K | 0.23% | 00.0% | Unchanged |
| Foster Group, Inc. | 5,458 | $701.3K | 0.02% | +409+8.1% | Added |
| GTS Securities LLC | 5,462 | $701.9K | 0.01% | −3,843−41.3% | Reduced |
| Western Financial Corp | 5,469 | $702.8K | 0.21% | −15−0.3% | Reduced |
| Gemmer Asset Management LLC | 5,485 | $704.8K | 0.05% | −23−0.4% | Reduced |
| Braeburn Wealth Management LLC | 5,487 | $705.0K | 0.30% | +441+8.7% | Added |
| Financial Planning Hawaii, Inc. | 5,491 | $705.6K | 0.38% | −640−10.4% | Reduced |
| RFP Financial Group LLC | 5,494 | $706.0K | 0.32% | −1,486−21.3% | Reduced |
| JNBA Financial Advisors | 5,494 | $706.0K | 0.05% | +53+1.0% | Added |
| Crescent Sterling, Ltd. | 5,497 | $706.4K | 0.63% | −22−0.4% | Reduced |
| Seeds Investor LLC | 5,502 | $707.0K | 0.07% | +602+12.3% | Added |
| Midland Wealth Advisors LLC | 5,509 | $707.9K | 0.03% | +306+5.9% | Added |
| Third View Private Wealth, LLC | 5,509 | $707.9K | 0.09% | −537−8.9% | Reduced |
| First National Bank | 5,509 | $707.9K | 0.28% | +225+4.3% | Added |
| First Growth Capital LLC | 5,520 | $709.3K | 0.54% | −111−2.0% | Reduced |
| Michael B. Yongue | 5,522 | $709.6K | 0.49% | 00.0% | Unchanged |
| waypoint wealth counsel | 5,527 | $710.2K | 0.45% | −4,369−44.1% | Reduced |
| PCG Asset Management, LLC | 5,507 | $712.3K | 0.51% | −80−1.4% | Reduced |
| Invenio Wealth Partners LLC | 5,564 | $715.0K | 0.26% | −68−1.2% | Reduced |