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 |
|---|---|---|---|---|---|
| Westbourne Investments, Inc. | 6,254 | $803.6K | 0.33% | +101+1.6% | Added |
| Longfellow Investment Management Co LLC | 6,257 | $804.0K | 0.16% | 00.0% | Unchanged |
| Bangor Savings Bank | 6,267 | $805.3K | 0.06% | +670+12.0% | Added |
| Mattern Wealth Management LLC | 6,274 | $806.3K | 0.13% | +341+5.7% | Added |
| New Covenant Trust Company, N.A. | 6,276 | $806.5K | 0.61% | +241+4.0% | Added |
| Summitry LLC | 6,279 | $806.9K | 0.03% | +389+6.6% | Added |
| Traphagen Investment Advisors LLC | 6,280 | $807.0K | 0.06% | −335−5.1% | Reduced |
| Clear Wave Wealth Management LLC | 6,280 | $807.0K | 0.18% | +815+14.9% | Added |
| Cardinal Point Capital Management, ULC | 6,290 | $808.3K | 0.05% | 00.0% | Unchanged |
| MFA Wealth Services | 6,305 | $810.1K | 0.48% | −22−0.3% | Reduced |
| Aspen Investment Management Inc | 6,310 | $811.0K | 0.22% | +11+0.2% | Added |
| Legacy Trust | 6,318 | $811.9K | 0.14% | +15+0.2% | Added |
| First Western Trust Bank | 6,333 | $813.8K | 0.04% | −248−3.8% | Reduced |
| Sigma Investment Counselors Inc | 6,333 | $813.8K | 0.04% | +1,425+29.0% | Added |
| Brucke Financial, Inc. | 6,337 | $814.3K | 0.36% | +662+11.7% | Added |
| Allied Investment Advisors, LLC | 6,342 | $814.9K | 0.10% | −45−0.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,362 | $817.5K | 0.02% | +615+10.7% | Added |
| Acorn Wealth Advisors, LLC | 6,368 | $818.3K | 0.20% | +281+4.6% | Added |
| Garrett Wealth Advisory Group, LLC | 6,382 | $820.1K | 0.13% | +17+0.3% | Added |
| Certified Advisory Corp | 6,383 | $820.2K | 0.07% | +96+1.5% | Added |
| Synergy Financial Management, LLC | 6,385 | $820.5K | 0.08% | +1,776+38.5% | Added |
| Aft, Forsyth & Company, Inc. | 6,394 | $821.6K | 0.40% | −780−10.9% | Reduced |
| Boyar Asset Management Inc. | 6,406 | $823.2K | 0.47% | −4,632−42.0% | Reduced |
| Axiom Investment Management LLC | 6,417 | $824.6K | 0.55% | −800−11.1% | Reduced |
| Core Wealth Partners LLC | 6,447 | $828.5K | 0.35% | +20.0% | Added |
| Range Advisory, LLC | 6,452 | $829.1K | 0.10% | +1,539+31.3% | Added |
| Asset One Wealth Management LLC | 6,710 | $829.4K | 0.09% | −117−1.7% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 6,460 | $830.1K | 0.17% | −180−2.7% | Reduced |
| one8zero8, LLC | 6,460 | $830.1K | 0.16% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 6,461 | $830.3K | 0.40% | −45−0.7% | Reduced |
| Park Place Capital Corp | 6,461 | $830.8K | 0.13% | −474−6.8% | Reduced |
| OneAscent Family Office, LLC | 6,470 | $831.5K | 0.42% | +2,288+54.7% | Added |
| Compass Wealth Management LLC | 6,487 | $833.6K | 0.16% | +6,487 | New |
| Fielder Capital Group LLC | 6,488 | $833.8K | 0.18% | +1,219+23.1% | Added |
| Tiemann Investment Advisors, LLC | 6,492 | $834.2K | 0.30% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 6,524 | $838.4K | 0.04% | +136+2.1% | Added |
| Chancellor Financial Group WB LP | 6,526 | $838.7K | 0.52% | +607+10.3% | Added |
| Cowa, LLC | 6,531 | $839.2K | 0.21% | −554−7.8% | Reduced |
| Arista Wealth Management, LLC | 6,551 | $841.8K | 0.09% | −55−0.8% | Reduced |
| Hills Bank & Trust Co | 6,571 | $844.4K | 0.04% | +1,078+19.6% | Added |
| First Command Advisory Services, Inc. | 6,568 | $845.3K | 0.01% | −4,705−41.7% | Reduced |
| Curtis Advisory Group, LLC | 6,600 | $848.1K | 0.16% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 6,613 | $849.8K | 0.48% | −55−0.8% | Reduced |
| BIP Wealth, LLC | 6,615 | $850.1K | 0.02% | +1,486+29.0% | Added |
| Allegiance Financial Group Advisory Services LLC | 6,578 | $850.9K | 0.15% | −232−3.4% | Reduced |
| Trueblood Wealth Management, LLC | 6,626 | $851.5K | 0.30% | +35+0.5% | Added |
| Granite Investment Partners, LLC | 6,632 | $852.2K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 6,661 | $855.9K | 0.18% | +10+0.2% | Added |
| Strategic Investment Advisors | 6,694 | $860.2K | 0.05% | −394−5.6% | Reduced |
| Cox Capital Mgt LLC | 6,698 | $860.7K | 0.48% | −57−0.8% | Reduced |
| Phillips Wealth Planners LLC | 6,685 | $861.4K | 0.63% | +1,487+28.6% | Added |
| West Paces Advisors Inc. | 6,717 | $863.1K | 0.14% | −860−11.4% | Reduced |
| Onefund, LLC | 6,727 | $864.4K | 0.49% | −96−1.4% | Reduced |
| Balboa Wealth Partners | 6,729 | $864.6K | 0.12% | −218−3.1% | Reduced |
| BCS Private Wealth Management, Inc. | 6,712 | $868.2K | 0.26% | +25+0.4% | Added |
| TFR Capital, LLC. | 6,757 | $868.3K | 0.24% | +309+4.8% | Added |
| Monticello Wealth Management, LLC | 6,764 | $869.2K | 0.05% | +45+0.7% | Added |
| Carl P. Sherr & Co., LLC | 6,777 | $870.9K | 0.36% | −20−0.3% | Reduced |
| SHP Wealth Management | 6,781 | $871.4K | 0.06% | +501+8.0% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,782 | $871.5K | 0.04% | +145+2.2% | Added |
| Intrua Financial, LLC | 6,787 | $872.1K | 0.08% | −1,914−22.0% | Reduced |
| Golden State Wealth Management, LLC | 6,790 | $872.6K | 0.08% | +65+1.0% | Added |
| Quantum Financial Advisors, LLC | 6,793 | $872.9K | 0.09% | +158+2.4% | Added |
| Eldridge Investment Advisors, Inc. | 6,799 | $873.7K | 0.17% | +6+0.1% | Added |
| Agate Pass Investment Management, LLC | 6,800 | $873.8K | 0.32% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 6,815 | $875.7K | 0.61% | −224−3.2% | Reduced |
| Crews Bank & Trust | 6,824 | $876.9K | 0.11% | −297−4.2% | Reduced |
| Davidson Trust Co | 6,832 | $877.9K | 0.34% | +115+1.7% | Added |
| Hemenway Trust Co LLC | 6,860 | $881.5K | 0.06% | −20−0.3% | Reduced |
| KPP Advisory Services LLC | 6,862 | $881.7K | 0.11% | −985−12.6% | Reduced |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 6,865 | $882.2K | 0.30% | +6,865 | New |
| Investment Management Corp | 6,872 | $883.1K | 0.74% | +123+1.8% | Added |
| Pictet North America Advisors SA | 6,875 | $883.4K | 0.08% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 6,880 | $884.1K | 0.12% | +355+5.4% | Added |
| Planned Solutions, Inc. | 6,896 | $886.1K | 0.25% | +170+2.5% | Added |
| Pioneer Trust Bank N A | 6,899 | $886.5K | 0.20% | −604−8.1% | Reduced |
| Retirement Planning Group | 6,911 | $888.1K | 0.02% | −328−4.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,926 | $889.9K | 0.11% | −1,199−14.8% | Reduced |
| Embree Financial Group | 6,928 | $890.2K | 0.09% | +43+0.6% | Added |
| Peoples Bank | 6,930 | $890.5K | 0.46% | +89+1.3% | Added |
| Arrow Financial Corp | 6,932 | $890.8K | 0.08% | −33−0.5% | Reduced |
| Asset Management Group, Inc. | 6,960 | $894.3K | 0.13% | +45+0.7% | Added |
| JT Stratford LLC | 6,964 | $894.8K | 0.10% | −71−1.0% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 6,964 | $894.9K | 0.11% | +193+2.9% | Added |
| LBMC Investment Advisors, LLC | 6,967 | $895.3K | 0.05% | −2,032−22.6% | Reduced |
| Impact Partnership Wealth, LLC | 6,993 | $898.7K | 0.09% | +2,415+52.8% | Added |
| Colonial Trust Co | 6,995 | $898.8K | 0.11% | −2,025−22.5% | Reduced |
| Ridgecrest Wealth Partners, LLC | 7,002 | $899.8K | 0.43% | +164+2.4% | Added |
| TCFG Investment Advisors, LLC | 7,004 | $900.0K | 0.30% | +102+1.5% | Added |
| Burns J W & Co Inc | 7,012 | $901.0K | 0.09% | −187−2.6% | Reduced |
| Bedel Financial Consulting, Inc. | 7,015 | $901.4K | 0.09% | +86+1.2% | Added |
| Hardy Reed LLC | 7,034 | $903.9K | 0.06% | +656+10.3% | Added |
| Beacon Financial Group | 7,047 | $905.6K | 0.08% | +678+10.6% | Added |
| Centennial Bank | 7,051 | $906.1K | 0.29% | +122+1.8% | Added |
| Duncan Williams Asset Management, LLC | 7,052 | $906.2K | 0.20% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 7,054 | $906.4K | 0.45% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 7,055 | $906.5K | 0.12% | −408−5.5% | Reduced |
| Ethos Financial Group, LLC | 6,957 | $906.9K | 0.06% | −1,187−14.6% | Reduced |
| Townsend & Associates, Inc | 7,314 | $909.9K | 0.08% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 7,081 | $910.0K | 0.03% | −840−10.6% | Reduced |