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 |
|---|---|---|---|---|---|
| Penobscot Wealth Management | 5,566 | $715.2K | 0.19% | +158+2.9% | Added |
| Second Line Capital, LLC | 5,534 | $715.8K | 0.13% | −340−5.8% | Reduced |
| Good Steward Wealth Advisors,LLC | 5,575 | $716.4K | 0.43% | −3−0.1% | Reduced |
| Tobam | 5,587 | $718.0K | 0.17% | −7,176−56.2% | Reduced |
| Phoenix Wealth Advisors | 5,594 | $718.8K | 0.24% | −39−0.7% | Reduced |
| Foundation Wealth Management, LLC | 5,596 | $719.1K | 0.22% | −131−2.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,600 | $719.6K | 0.14% | −8,299−59.7% | Reduced |
| Shayne & Co., LLC | 5,611 | $721.0K | 0.21% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 5,614 | $721.4K | 0.07% | +84+1.5% | Added |
| Delta Investment Management, LLC | 5,643 | $725.2K | 0.12% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 5,659 | $726.5K | 0.42% | −826−12.7% | Reduced |
| SeaBridge Investment Advisors LLC | 5,655 | $726.7K | 0.11% | +375+7.1% | Added |
| Revolve Wealth Partners, LLC | 5,669 | $728.5K | 0.08% | +336+6.3% | Added |
| Rosenberg Matthew Hamilton | 5,672 | $728.9K | 0.14% | +542+10.6% | Added |
| Ifrah Financial Services, Inc. | 5,695 | $731.8K | 0.18% | +10.0% | Added |
| Ariadne Wealth Management, LP | 5,696 | $731.9K | 0.32% | −862−13.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,696 | $732.0K | 0.02% | +32+0.6% | Added |
| American Alpha Advisors, LLC | 5,707 | $733.4K | 0.43% | +66+1.2% | Added |
| Lazari Capital Management, Inc. | 5,710 | $733.8K | 0.23% | +44+0.8% | Added |
| Alteri Wealth LLC | 5,712 | $734.0K | 0.20% | +252+4.6% | Added |
| Hodges Capital Management Inc. | 5,714 | $734.3K | 0.05% | −8,148−58.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,715 | $734.4K | 0.18% | +9+0.2% | Added |
| Townsend Asset Management Corp | 5,722 | $735.3K | 0.24% | −7−0.1% | Reduced |
| Madson Wealth Advisors Inc | 5,730 | $736.4K | 0.50% | +584+11.3% | Added |
| Trifecta Capital Advisors, LLC | 5,740 | $737.6K | 0.10% | +17+0.3% | Added |
| EJMK Ventures LLC | 5,720 | $737.8K | 0.33% | +454+8.6% | Added |
| Demars Financial Group, LLC | 5,754 | $739.4K | 0.20% | +10.0% | Added |
| Atticus Wealth Management, LLC | 5,756 | $739.6K | 0.18% | +56+1.0% | Added |
| Verum Partners LLC | 5,758 | $739.9K | 0.11% | +1,469+34.3% | Added |
| Asset Advisory Group, Inc. | 5,765 | $740.8K | 0.32% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 6,163 | $741.3K | 0.13% | +243+4.1% | Added |
| Terry L. Blaker | 5,770 | $741.4K | 0.03% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 5,779 | $742.6K | 0.06% | −556−8.8% | Reduced |
| Lionshead Wealth Management, LLC | 5,754 | $744.3K | 0.48% | +44+0.8% | Added |
| Ponta Wealth Partners, LLC | 5,816 | $747.4K | 0.40% | +369+6.8% | Added |
| Beta Wealth Group, Inc. | 5,822 | $748.2K | 0.28% | +202+3.6% | Added |
| Holistic Planning, LLC | 5,834 | $749.7K | 0.12% | +218+3.9% | Added |
| Vicus Capital | 5,836 | $750.0K | 0.05% | +704+13.7% | Added |
| Banyan Capital Management, Inc. | 5,841 | $750.6K | 0.33% | −308−5.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,849 | $751.6K | 0.02% | −107−1.8% | Reduced |
| Providence First Trust Co | 5,849 | $751.7K | 0.21% | +1,370+30.6% | Added |
| Curat Global, LLC | 4,752 | $751.7K | 0.64% | −2,265−32.3% | Reduced |
| Traub Capital Management LLC | 5,859 | $752.9K | 0.67% | −255−4.2% | Reduced |
| Lathrop Investment Management Corp | 5,866 | $754.0K | 0.13% | 00.0% | Unchanged |
| Maseco LLP | 5,873 | $754.1K | 0.02% | −141−2.3% | Reduced |
| Weatherly Asset Management L. P. | 5,839 | $754.4K | 0.05% | −115−1.9% | Reduced |
| First Heartland Consultants, Inc. | 5,871 | $754.4K | 0.05% | +32+0.5% | Added |
| Intesa Sanpaolo Wealth Management | 5,872 | $754.6K | 0.15% | +5,384+1,103.3% | Added |
| Victory Financial Group, LLC | 5,874 | $754.8K | 0.08% | +100+1.7% | Added |
| Mirador Capital Partners LP | 5,882 | $755.8K | 0.09% | 00.0% | Unchanged |
| Roxbury Financial LLC | 5,883 | $755.9K | 0.60% | −45−0.8% | Reduced |
| HCR Wealth Advisors | 5,887 | $756.5K | 0.07% | +1,278+27.7% | Added |
| Shum Financial Group, Inc. | 5,889 | $756.8K | 0.46% | −64−1.1% | Reduced |
| Canton Hathaway, LLC | 5,898 | $757.9K | 0.15% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 5,916 | $760.2K | 0.08% | 00.0% | Unchanged |
| KDT Advisors, LLC | 5,926 | $761.5K | 1.05% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 5,931 | $762.1K | 0.06% | +121+2.1% | Added |
| Garner Asset Management Corp | 5,936 | $762.8K | 0.25% | +619+11.6% | Added |
| Revisor Wealth Management LLC | 5,906 | $762.9K | 0.18% | +2,587+77.9% | Added |
| Mainsail Asset Management, LLC | 5,984 | $763.0K | 0.30% | +2,541+73.8% | Added |
| Granite Harbor Advisors, Inc. | 5,942 | $763.5K | 0.30% | +257+4.5% | Added |
| Boltwood Capital Management | 5,943 | $763.7K | 0.17% | +100+1.7% | Added |
| denkapparat Operations GmbH | 5,946 | $764.1K | 0.25% | −2,098−26.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 5,954 | $765.0K | 0.46% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 5,955 | $765.3K | 0.14% | −16−0.3% | Reduced |
| Insight 2811, Inc. | 5,956 | $765.3K | 0.31% | +219+3.8% | Added |
| Southern Capital Advisors, LLC | 5,961 | $766.0K | 0.32% | +8+0.1% | Added |
| Cohen Capital Management, Inc. | 5,967 | $766.8K | 0.10% | 00.0% | Unchanged |
| Alpha Family Trust | 5,975 | $767.8K | 0.31% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 5,985 | $769.0K | 0.34% | −155−2.5% | Reduced |
| Virtue Capital Management, LLC | 5,985 | $769.1K | 0.10% | −119−1.9% | Reduced |
| WealthPLAN Partners, LLC | 6,004 | $771.5K | 0.15% | +50+0.8% | Added |
| Nadler Financial Group, Inc. | 6,005 | $771.7K | 0.07% | +152+2.6% | Added |
| Bigelow Investment Advisors, LLC | 6,009 | $772.2K | 0.28% | −194−3.1% | Reduced |
| Focused Alpha, LLC | 6,009 | $772.2K | 0.20% | −160−2.6% | Reduced |
| Fiduciary Financial Group, LLC | 6,015 | $773.0K | 0.09% | +1,485+32.8% | Added |
| Roberts Glore & Co Inc | 6,037 | $775.8K | 0.19% | −22−0.4% | Reduced |
| Greater Midwest Financial Group, LLC | 6,044 | $776.6K | 0.39% | +97+1.6% | Added |
| Integrity Advisory Solutions, LLC | 6,053 | $777.9K | 0.08% | +4,115+212.3% | Added |
| Lester Murray Antman dba SimplyRich | 6,059 | $778.0K | 0.18% | 00.0% | Unchanged |
| Swiss Re Ltd | 6,058 | $778.5K | 0.07% | +5,521+1,028.1% | Added |
| Steinberganna Wealth Management | 6,083 | $781.7K | 0.32% | +43+0.7% | Added |
| Prota Financial, LLC | 6,253 | $783.9K | 0.52% | +171+2.8% | Added |
| Sutton Place Investors LLC | 6,109 | $785.0K | 0.38% | −6−0.1% | Reduced |
| Destination Wealth Management | 6,119 | $786.2K | 0.02% | −68−1.1% | Reduced |
| Innovative Asset Advisors Group, LLC | 6,088 | $787.5K | 0.34% | +52+0.9% | Added |
| Alliance Private Wealth, LLC | 6,141 | $789.1K | 0.27% | −400−6.1% | Reduced |
| American Capital Advisory, LLC | 6,146 | $789.8K | 0.29% | +529+9.4% | Added |
| J2 Capital Management Inc | 6,147 | $789.9K | 0.53% | +6,147 | New |
| Hazlett, Burt & Watson, Inc. | 6,130 | $790.0K | 0.21% | +690+12.7% | Added |
| Lebenthal Global Advisors, LLC | 6,150 | $790.3K | 0.11% | −283−4.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,161 | $791.7K | 0.15% | −88−1.4% | Reduced |
| Stokes Family Office, LLC | 6,187 | $795.0K | 0.09% | −18−0.3% | Reduced |
| Gray Private Wealth, LLC | 6,199 | $796.6K | 0.34% | −9−0.1% | Reduced |
| Investment Research Partners LLC | 6,207 | $797.6K | 0.27% | −54−0.9% | Reduced |
| Bright Futures Wealth Management, LLC. | 6,220 | $799.3K | 0.52% | −6,361−50.6% | Reduced |
| Old Second National Bank of Aurora | 6,222 | $799.5K | 0.15% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 6,241 | $802.0K | 0.47% | −35−0.6% | Reduced |
| St. Clair Advisors, LLC | 6,248 | $802.9K | 0.21% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 6,130 | $803.5K | 0.15% | 00.0% | Unchanged |