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: 20 institutions have reported holding MRK so far. See Q3 2026
- 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
- 1,508 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 |
|---|---|---|---|---|---|
| Howard Financial Services, Ltd. | 8,945 | $1.15M | 0.11% | +472+5.6% | Added |
| Spirit of America Management Corp | 8,950 | $1.15M | 0.22% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 8,956 | $1.15M | 0.22% | +6,781+311.8% | Added |
| Alongside, LLC | 8,956 | $1.15M | 0.22% | +8,956 | New |
| Diversified Management Inc | 8,961 | $1.15M | 0.25% | −5,662−38.7% | Reduced |
| Kapstone Financial Advisors LLC | 8,968 | $1.15M | 0.48% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 8,995 | $1.16M | 0.03% | −1,784−16.6% | Reduced |
| Winnow Wealth LLC | 9,010 | $1.16M | 0.79% | −365−3.9% | Reduced |
| Larry Mathis Financial Planning, LLC | 9,013 | $1.16M | 0.88% | +210+2.4% | Added |
| Rayburn West Financial Services LLC | 9,059 | $1.16M | 0.64% | −1,578−14.8% | Reduced |
| First Business Financial Services, Inc. | 9,062 | $1.16M | 0.09% | +258+2.9% | Added |
| Schnieders Capital Management, LLC. | 9,070 | $1.17M | 0.15% | +1,010+12.5% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,092 | $1.17M | 0.66% | −3,066−25.2% | Reduced |
| Sage Mountain Advisors LLC | 9,098 | $1.17M | 0.07% | +880+10.7% | Added |
| Oxford Wealth Group, LLC | 9,125 | $1.17M | 0.52% | +155+1.7% | Added |
| Peddock Capital Advisors, LLC | 9,129 | $1.17M | 0.23% | +100+1.1% | Added |
| Legal Advantage Investments, Inc. | 9,140 | $1.17M | 0.41% | +100+1.1% | Added |
| COFG Advisors, LLC | 9,159 | $1.18M | 0.20% | +362+4.1% | Added |
| Caldwell Sutter Capital, Inc. | 9,164 | $1.18M | 0.44% | −230−2.4% | Reduced |
| Carnegie Lake Advisors LLC | 9,173 | $1.18M | 0.44% | +53+0.6% | Added |
| Stonebridge Financial Group, LLC | 9,139 | $1.18M | 0.16% | +9,139 | New |
| Gilbert & Cook, Inc. | 9,210 | $1.18M | 0.14% | +126+1.4% | Added |
| Crumly & Associates Inc. | 9,224 | $1.19M | 0.23% | +1,993+27.6% | Added |
| Alliance Wealth Management Group | 9,225 | $1.19M | 0.23% | 00.0% | Unchanged |
| Towercrest Capital Management | 9,225 | $1.19M | 0.17% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 9,242 | $1.19M | 0.05% | +622+7.2% | Added |
| Gratus Wealth Advisors, LLC | 9,246 | $1.19M | 0.15% | −74−0.8% | Reduced |
| Lafayette Investments, Inc. | 9,275 | $1.19M | 0.22% | −360−3.7% | Reduced |
| Elevate Capital Advisors, LLC | 9,287 | $1.19M | 0.66% | −655−6.6% | Reduced |
| BridgePort Financial Solutions, LLC | 9,290 | $1.19M | 0.30% | −26−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 9,295 | $1.19M | 0.12% | −20,925−69.2% | Reduced |
| Frisch Financial Group, Inc. | 9,241 | $1.20M | 0.21% | +20.0% | Added |
| Gluskin Sheff & Assoc Inc | 9,303 | $1.20M | 0.18% | +2,008+27.5% | Added |
| Everstar Asset Management, LLC | 9,312 | $1.20M | 0.58% | −765−7.6% | Reduced |
| Quent Capital, LLC | 9,312 | $1.20M | 0.07% | −187−2.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 9,320 | $1.20M | 0.16% | +476+5.4% | Added |
| Farmers National Bank | 9,329 | $1.20M | 0.25% | −411−4.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 9,334 | $1.20M | 0.80% | +10.0% | Added |
| Ambassador Advisors, LLC | 9,353 | $1.20M | 0.15% | −270−2.8% | Reduced |
| Pines Wealth Management, LLC | 9,388 | $1.21M | 0.35% | +195+2.1% | Added |
| Optas, LLC | 9,402 | $1.21M | 0.17% | −692−6.9% | Reduced |
| Everpar Advisors LLC | 9,417 | $1.21M | 0.34% | −123−1.3% | Reduced |
| Ridgewood Investments LLC | 9,440 | $1.21M | 0.45% | −1,270−11.9% | Reduced |
| San Luis Wealth Advisors LLC | 9,440 | $1.21M | 0.18% | −1,381−12.8% | Reduced |
| Constant Guidance Financial LLC | 9,440 | $1.21M | 0.76% | +9,440 | New |
| Pettee Investors, Inc. | 9,465 | $1.22M | 0.60% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 9,470 | $1.22M | 0.84% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 9,435 | $1.22M | 0.21% | −194−2.0% | Reduced |
| Cove Private Wealth, LLC | 9,510 | $1.22M | 0.24% | +2,545+36.5% | Added |
| Institute for Wealth Management, LLC. | 9,515 | $1.22M | 0.11% | −51−0.5% | Reduced |
| Guardian Wealth Advisors, LLC | 9,528 | $1.22M | 0.07% | +25+0.3% | Added |
| Fiduciary Family Office, LLC | 9,551 | $1.23M | 0.31% | −1,314−12.1% | Reduced |
| Silver Oak Securities, Inc | 9,556 | $1.23M | 0.07% | −85−0.9% | Reduced |
| Pinnacle Bancorp, Inc. | 9,566 | $1.23M | 0.32% | +2,167+29.3% | Added |
| Alta Advisers Ltd | 9,584 | $1.23M | 0.28% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 9,585 | $1.23M | 0.30% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 9,602 | $1.23M | 0.21% | +1,126+13.3% | Added |
| Lederer & Associates Investment Counsel | 9,603 | $1.23M | 0.81% | +84+0.9% | Added |
| Kidder Stephen W | 9,608 | $1.23M | 0.31% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 9,615 | $1.24M | 0.16% | −78−0.8% | Reduced |
| Jmac Enterprises LLC | 9,621 | $1.24M | 0.21% | +4,802+99.6% | Added |
| Coco Enterprises, LLC | 9,878 | $1.24M | 0.63% | −286−2.8% | Reduced |
| Patron Partners Advisors, LLC | 9,663 | $1.24M | 0.48% | +7+0.1% | Added |
| Everest Financial Group LLC | 9,678 | $1.24M | 0.17% | −797−7.6% | Reduced |
| Calton & Associates, Inc. | 9,693 | $1.25M | 0.18% | +2,854+41.7% | Added |
| Connecticut Wealth Management, LLC | 9,714 | $1.25M | 0.05% | −62−0.6% | Reduced |
| Intelligence Driven Advisers, LLC | 9,720 | $1.25M | 0.20% | −2,235−18.7% | Reduced |
| Chesapeake Capital Corp | 9,736 | $1.25M | 0.68% | +764+8.5% | Added |
| Zenith Solutions, Inc. | 9,739 | $1.25M | 1.13% | +9,739 | New |
| Anchyra Partners LLC | 9,746 | $1.25M | 0.30% | +535+5.8% | Added |
| Intrinsic Value Partners, LLC | 9,767 | $1.26M | 0.86% | −130−1.3% | Reduced |
| Rossby Financial, LCC | 9,768 | $1.26M | 0.23% | +2,413+32.8% | Added |
| Greenwood Capital Associates LLC | 9,775 | $1.26M | 0.12% | −217−2.2% | Reduced |
| GW&K Investment Management, LLC | 9,792 | $1.26M | 0.01% | −875−8.2% | Reduced |
| Chase Investment Counsel Corp | 9,815 | $1.26M | 0.27% | +3,591+57.7% | Added |
| Capital Advisors Inc | 9,821 | $1.26M | 0.02% | +46+0.5% | Added |
| Evernest Financial Advisors, LLC | 9,826 | $1.26M | 0.26% | −966−9.0% | Reduced |
| Trustco Bank Corp N Y | 9,841 | $1.26M | 0.92% | +350+3.7% | Added |
| Continuum Advisory, LLC | 9,850 | $1.27M | 0.10% | −31−0.3% | Reduced |
| Lipe & Dalton | 9,883 | $1.27M | 0.59% | −145−1.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 9,886 | $1.27M | 0.47% | −175−1.7% | Reduced |
| Round Rock Advisors, LLC | 9,901 | $1.27M | 0.16% | +66+0.7% | Added |
| Guerra Pan Advisors, LLC | 9,920 | $1.27M | 0.71% | −6−0.1% | Reduced |
| DeDora Capital, Inc. | 9,956 | $1.28M | 0.28% | −204−2.0% | Reduced |
| MSH Capital Advisors LLC | 9,998 | $1.28M | 0.22% | −36−0.4% | Reduced |
| Paul Damon & Associates, Inc. | 9,999 | $1.28M | 0.50% | +56+0.6% | Added |
| CV Advisors LLC | 10,000 | $1.28M | 0.24% | +10,000 | New |
| Ashton Thomas Securities, LLC | 10,137 | $1.29M | 0.19% | +1,866+22.6% | Added |
| VisionPoint Advisory Group, LLC | 10,039 | $1.29M | 0.21% | +1,220+13.8% | Added |
| Essential Partners LLC | 10,044 | $1.29M | 0.59% | −15,868−61.2% | Reduced |
| Graybill Bartz & Assoc Ltd | 10,047 | $1.29M | 0.35% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 10,048 | $1.29M | 0.18% | −470−4.5% | Reduced |
| Hickory Point Bank & Trust | 10,050 | $1.29M | 0.78% | −25−0.2% | Reduced |
| Defiance ETFs, LLC | 10,312 | $1.29M | 0.02% | +2,031+24.5% | Added |
| Prentice Wealth Management LLC | 10,076 | $1.29M | 0.27% | −63−0.6% | Reduced |
| Kentucky Trust Co | 10,078 | $1.30M | 0.62% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 10,095 | $1.30M | 0.11% | −249−2.4% | Reduced |
| Lynch Asset Management, Inc. | 10,100 | $1.30M | 0.35% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 10,112 | $1.30M | 0.57% | −422−4.0% | Reduced |
| Xxi Wealth, LLC | 10,121 | $1.30M | 0.60% | −156−1.5% | Reduced |