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 |
|---|---|---|---|---|---|
| Thayer Partners, LLC | 7,103 | $912.8K | 0.38% | −21−0.3% | Reduced |
| Bingham Private Wealth, LLC | 7,105 | $913.2K | 0.63% | +1,114+18.6% | Added |
| TrueWealth Advisors, LLC | 7,109 | $913.5K | 0.21% | +525+8.0% | Added |
| Beacon Financial Advisory LLC | 7,120 | $914.9K | 0.18% | +489+7.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 7,118 | $915.0K | 0.17% | +900+14.5% | Added |
| Resolute Wealth Strategies, LLC | 7,143 | $917.8K | 0.36% | +69+1.0% | Added |
| RFG - Bristol Wealth Advisors, LLC | 7,151 | $918.9K | 0.22% | +135+1.9% | Added |
| Cercano Management LLC | 7,156 | $919.5K | 0.12% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 7,156 | $919.5K | 0.59% | +1,633+29.6% | Added |
| Simplify Asset Management Inc. | 7,167 | $921.0K | 0.01% | +623+9.5% | Added |
| Affinity Investment Advisors, LLC | 7,172 | $921.6K | 0.47% | +27+0.4% | Added |
| Signature Wealth Management Partners, LLC | 7,180 | $922.6K | 0.43% | +10.0% | Added |
| Wrapmanager Inc | 7,185 | $923.3K | 0.29% | −68−0.9% | Reduced |
| M.E. Allison & Co., Inc. | 7,203 | $925.6K | 0.53% | +59+0.8% | Added |
| Concentric Capital Strategies, LP | 7,217 | $927.4K | 0.06% | +3,725+106.7% | Added |
| Sendero Wealth Management, LLC | 7,221 | $927.9K | 0.09% | +2,380+49.2% | Added |
| Ignite Planners, LLC | 7,223 | $928.5K | 0.13% | +368+5.4% | Added |
| Bath Savings Trust Co | 7,227 | $928.7K | 0.10% | +1,494+26.1% | Added |
| Signature Estate & Investment Advisors LLC | 7,229 | $929.3K | 0.02% | +600+9.1% | Added |
| Port Capital LLC | 7,247 | $931.2K | 0.04% | −261−3.5% | Reduced |
| Autumn Glory Partners, LLC | 7,251 | $931.8K | 0.26% | −1,971−21.4% | Reduced |
| Grace & White Inc | 7,267 | $933.8K | 0.15% | 00.0% | Unchanged |
| Vigilare Wealth Management | 7,267 | $933.8K | 0.29% | +5,482+307.1% | Added |
| US Asset Management LLC | 7,277 | $935.1K | 0.71% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 7,297 | $937.7K | 0.17% | +108+1.5% | Added |
| May Hill Capital, LLC | 7,298 | $937.8K | 0.20% | −10−0.1% | Reduced |
| Systematic Financial Management LP | 7,300 | $938.0K | 0.02% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $938.0K | 0.02% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 7,305 | $938.7K | 0.12% | +864+13.4% | Added |
| Appleton Partners Inc | 7,307 | $939.0K | 0.06% | +939+14.7% | Added |
| Old North State Trust, LLC | 7,326 | $941.0K | 0.48% | −1,137−13.4% | Reduced |
| G&S Capital LLC | 7,326 | $941.5K | 0.27% | −10.0% | Reduced |
| Resurgent Financial Advisors LLC | 7,331 | $942.0K | 0.26% | +1,878+34.4% | Added |
| Yoffe Investment Management, LLC | 7,341 | $943.3K | 1.08% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7,342 | $943.4K | 0.16% | +296+4.2% | Added |
| Barlow Wealth Partners, Inc. | 7,490 | $943.7K | 0.10% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 7,351 | $944.5K | 0.07% | −25−0.3% | Reduced |
| Sapient Capital LLC | 7,327 | $947.7K | 0.01% | −9,075−55.3% | Reduced |
| Cross Staff Investments Inc | 7,397 | $950.5K | 0.57% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 7,398 | $950.7K | 0.43% | +67+0.9% | Added |
| Financial Harvest, LLC | 7,429 | $954.6K | 0.39% | +271+3.8% | Added |
| TRB Wealth Management, LLC | 7,434 | $955.3K | 0.13% | −1,499−16.8% | Reduced |
| Cim Investment Mangement Inc | 7,447 | $956.9K | 0.23% | −693−8.5% | Reduced |
| Kaufman Rossin Wealth, LLC | 7,655 | $957.4K | 0.45% | +149+2.0% | Added |
| Sweeney & Michel, LLC | 7,447 | $957.5K | 0.25% | −242−3.1% | Reduced |
| Investment Advisory Services Inc | 7,465 | $959.3K | 0.28% | +84+1.1% | Added |
| Mizuho Markets Cayman LP | 7,473 | $960.3K | 0.04% | +7,473 | New |
| ProVise Management Group, LLC | 7,483 | $961.6K | 0.06% | −335−4.3% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 7,486 | $961.9K | 0.32% | +2,523+50.8% | Added |
| Tempus Wealth Planning, LLC | 7,491 | $962.6K | 0.19% | +554+8.0% | Added |
| Perkins Capital Management Inc | 7,500 | $963.8K | 0.76% | −250−3.2% | Reduced |
| Red Wave Investments LLC | 7,500 | $963.8K | 0.24% | +24+0.3% | Added |
| Lesa Sroufe & Co | 30,189 | $964.0K | 0.69% | +21,122+233.0% | Added |
| Virtus Family Office LLC | 7,473 | $966.6K | 0.76% | −433−5.5% | Reduced |
| Income Insurance Ltd | 7,530 | $967.6K | 0.58% | 00.0% | Unchanged |
| Morton Capital Management LLC | 7,531 | $967.8K | 0.13% | +598+8.6% | Added |
| Journey Retirement Planning & Investment Management LLC | 7,565 | $972.1K | 0.76% | +835+12.4% | Added |
| Maple Capital Management, Inc. | 7,566 | $972.3K | 0.06% | −827−9.9% | Reduced |
| Meadowbrook Advisors Group, LLC | 7,576 | $973.5K | 0.52% | −2,850−27.3% | Reduced |
| Tevis Investment Management | 7,534 | $974.5K | 0.53% | +5+0.1% | Added |
| Key Client Fiduciary Advisors, LLC | 7,589 | $975.1K | 0.28% | +186+2.5% | Added |
| Lighthouse Financial Services Inc | 7,780 | $975.3K | 0.20% | 00.0% | Unchanged |
| Athena Investment Management | 7,598 | $976.4K | 0.58% | −1,179−13.4% | Reduced |
| IFG Advisors, LLC | 7,609 | $977.7K | 0.13% | 00.0% | Unchanged |
| Financial Consulate, Inc | 7,599 | $977.8K | 0.11% | +41+0.5% | Added |
| Bank of Stockton | 7,615 | $978.5K | 0.27% | −97−1.3% | Reduced |
| Cromwell Holdings LLC | 7,577 | $980.1K | 0.44% | +95+1.3% | Added |
| Sunpointe, LLC | 7,636 | $981.2K | 0.28% | −1,374−15.2% | Reduced |
| Mosaic Financial Group, LLC | 7,641 | $982.0K | 0.63% | −73−0.9% | Reduced |
| F/M Investments LLC | 7,674 | $986.1K | 0.05% | +1,252+19.5% | Added |
| Octavia Wealth Advisors, LLC | 7,648 | $989.3K | 0.09% | −286−3.6% | Reduced |
| 17 Capital Partners, LLC | 7,704 | $990.0K | 0.45% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 7,714 | $991.4K | 0.12% | +200+2.7% | Added |
| Edgewood Management LLC | 7,718 | $991.8K | 0.01% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 7,670 | $992.1K | 0.11% | +762+11.0% | Added |
| Old Port Advisors | 7,724 | $992.5K | 0.20% | +667+9.5% | Added |
| Willner & Heller, LLC | 7,737 | $994.2K | 0.62% | +103+1.3% | Added |
| Talon Private Wealth, LLC | 7,741 | $994.7K | 0.12% | +7,741 | New |
| Prepared Retirement Institute LLC | 7,753 | $996.3K | 0.42% | +8+0.1% | Added |
| Capital Advantage, Inc. | 7,767 | $998.0K | 0.12% | −406−5.0% | Reduced |
| Abel Hall, LLC | 7,789 | $1.00M | 0.17% | −8,120−51.0% | Reduced |
| Washington Trust Advisors, Inc. | 7,790 | $1.00M | 0.07% | −1,116−12.5% | Reduced |
| Verus Capital Partners, LLC | 7,818 | $1.00M | 0.05% | −560−6.7% | Reduced |
| Focused Wealth Management, Inc | 7,826 | $1.01M | 0.09% | +626+8.7% | Added |
| Karani Asset Management LLC | 7,836 | $1.01M | 0.73% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7,849 | $1.01M | 0.03% | +565+7.8% | Added |
| Cambridge Advisors Inc. | 7,852 | $1.01M | 0.17% | +56+0.7% | Added |
| Ames National Corp | 7,854 | $1.01M | 0.56% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 7,857 | $1.01M | 0.06% | −8−0.1% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,860 | $1.01M | 0.25% | −500−6.0% | Reduced |
| Orca Wealth Management, LLC | 7,878 | $1.01M | 0.61% | −68−0.9% | Reduced |
| Staley Capital Advisers Inc | 7,910 | $1.02M | 0.04% | −135−1.7% | Reduced |
| Elyxium Wealth, LLC | 7,919 | $1.02M | 0.11% | +2,829+55.6% | Added |
| Orion Capital Management LLC | 7,922 | $1.02M | 0.32% | +16+0.2% | Added |
| Rexford Capital Inc | 7,926 | $1.02M | 0.62% | +24+0.3% | Added |
| Northwest Wealth Management, LLC | 7,944 | $1.02M | 0.13% | −9−0.1% | Reduced |
| King Wealth | 7,948 | $1.02M | 0.11% | +53+0.7% | Added |
| Builder Investment Group Inc | 7,967 | $1.02M | 0.20% | +6+0.1% | Added |
| Professional Advisory Services Inc | 7,972 | $1.02M | 0.12% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 7,919 | $1.02M | 0.22% | −19,307−70.9% | Reduced |