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; 3,854 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
- Institutional holders
- 3,854
- +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
54 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 | 3,854 | $254.3B |
| Q1 2026 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $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 |
|---|---|---|---|---|---|
| Burk Holdings LLC | 304 | $39.1K | 0.01% | +120+65.2% | Added |
| Tounjian Advisory Partners, LLC | 305 | $39.2K | 0.02% | +305 | New |
| 3 Factor Indexing, LLC | 312 | $40.1K | 0.03% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 318 | $40.9K | 0.04% | +318 | New |
| Bay Harbor Wealth Management, LLC | 319 | $41.0K | 0.01% | +80+33.5% | Added |
| Entrust Financial LLC | 320 | $41.1K | 0.03% | −182−36.3% | Reduced |
| Minot DeBlois Advisors LLC | 323 | $41.6K | 0.04% | −10−3.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 327 | $42.0K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 335 | $43.0K | 0.03% | +41+13.9% | Added |
| Granite FO LLC | 347 | $44.6K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 350 | $45.0K | 0.01% | −24−6.4% | Reduced |
| Spurstone Advisory Services, LLC | 374 | $46.9K | 0.64% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 373 | $47.9K | 0.02% | −188−33.5% | Reduced |
| Investors Portfolio Services LLC | 376 | $48.3K | 0.04% | +1+0.3% | Added |
| AXS Investments LLC | 377 | $48.4K | 0.01% | −31−7.6% | Reduced |
| Downshift Financial, LLC | 379 | $48.7K | 0.02% | +379 | New |
| Marquette Asset Management, LLC | 379 | $48.7K | 0.01% | +9+2.4% | Added |
| Silicon Valley Capital Partners | 393 | $50.4K | 0.00% | +13+3.4% | Added |
| Boreal Capital Management LLC | 390 | $50.4K | 0.04% | −2,342−85.7% | Reduced |
| Fedenia Advisers LLC | 399 | $51.3K | 0.01% | +399 | New |
| Mark Sheptoff Financial Planning, LLC | 400 | $51.4K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 407 | $52.0K | 0.02% | 00.0% | Unchanged |
| Planning Strategies Inc. | 411 | $52.8K | 0.03% | +411 | New |
| IMG Wealth Management, Inc. | 418 | $53.7K | 0.03% | +98+30.6% | Added |
| Wellington-Altus USA Inc. | 449 | $54.0K | 0.04% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 420 | $54.3K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 425 | $54.6K | 0.01% | −47−10.0% | Reduced |
| Miller Capital Partners, Inc. | 425 | $54.6K | 0.02% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 425 | $54.6K | 0.01% | +425 | New |
| Winch Advisory Services, LLC | 453 | $58.3K | 0.01% | +88+24.1% | Added |
| Sunrise Financial Services, LLC | 461 | $59.2K | 0.04% | −37−7.4% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 463 | $59.5K | 0.04% | +3+0.7% | Added |
| Tower Trust & Investment Co | 468 | $60.1K | 0.04% | +8+1.7% | Added |
| Bard Associates Inc | 466 | $60.3K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 469 | $60.3K | 0.03% | −50−9.6% | Reduced |
| Roble, Belko & Company, Inc | 478 | $61.0K | 0.01% | +2+0.4% | Added |
| Kilter Group LLC | 480 | $61.7K | 0.02% | −15−3.0% | Reduced |
| SWAN Capital LLC | 482 | $62.0K | 0.02% | +22+4.8% | Added |
| Fiduciary Advisors, Inc. | 483 | $62.1K | 0.04% | +30+6.6% | Added |
| Financial Network Wealth Advisors LLC | 487 | $62.5K | 0.06% | +20+4.3% | Added |
| Marshall Investment Management, LLC | 500 | $64.3K | 0.03% | −43−7.9% | Reduced |
| RHL Group, LLC | 500 | $64.5K | 0.05% | −21,497−97.7% | Reduced |
| Hyposwiss Advisors SA | 505 | $64.9K | 0.06% | 00.0% | Unchanged |
| Main Street Group, LTD | 505 | $64.9K | 0.02% | −10−1.9% | Reduced |
| Blueline Advisors LLC | 521 | $66.9K | 0.05% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 539 | $69.3K | 0.01% | −13−2.4% | Reduced |
| POM Investment Strategies, LLC | 541 | $69.5K | 0.08% | −550−50.4% | Reduced |
| 1015 Capital Partners, LLC | 544 | $69.9K | 0.06% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 548 | $70.4K | 0.05% | +2+0.4% | Added |
| Highland Investment Advisors LLC | 562 | $72.2K | 0.03% | +562 | New |
| NorthAvenue LLC | 562 | $72.2K | 0.05% | +462+462.0% | Added |
| Accordant Advisory Group Inc | 563 | $72.3K | 0.05% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 565 | $72.6K | 0.22% | −1,012−64.2% | Reduced |
| Retirement Wealth Solutions LLC | 576 | $74.0K | 0.04% | −42−6.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 588 | $75.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 596 | $76.0K | 0.03% | −304−33.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 596 | $76.6K | 0.05% | 00.0% | Unchanged |
| Insight Financial Services | 597 | $76.7K | 0.04% | 00.0% | Unchanged |
| Joseph Group Capital Management | 604 | $77.6K | 0.02% | +138+29.6% | Added |
| Align Financial, LLC | 607 | $78.0K | 0.04% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 623 | $80.0K | 0.06% | +10+1.6% | Added |
| Harborfront Financial Group LLC | 624 | $80.2K | 0.30% | +624 | New |
| Napier Financial, LLC | 625 | $80.3K | 0.02% | −20−3.1% | Reduced |
| Itau Unibanco Holding S.A. | 635 | $81.6K | 0.00% | −1−0.2% | Reduced |
| Sfam, LLC | 649 | $83.4K | 0.07% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 650 | $83.5K | 0.05% | +50+8.3% | Added |
| Wiser Advisor Group LLC | 670 | $86.1K | 0.09% | +5+0.8% | Added |
| Fairman Group, LLC | 669 | $86.6K | 0.07% | −121−15.3% | Reduced |
| VSM Wealth Advisory, LLC | 683 | $87.8K | 0.02% | −42−5.8% | Reduced |
| Horizon Financial Services, LLC | 685 | $88.0K | 0.03% | +435+174.0% | Added |
| Dunhill Financial, LLC | 690 | $88.7K | 0.02% | +144+26.4% | Added |
| Addison Advisors LLC | 699 | $89.8K | 0.04% | −5,682−89.0% | Reduced |
| Aspect Partners, LLC | 703 | $90.3K | 0.03% | 00.0% | Unchanged |
| Advantage Trust Co | 709 | $91.1K | 0.03% | +709 | New |
| Sarver Vrooman Wealth Advisors | 719 | $91.7K | 0.05% | −164−18.6% | Reduced |
| Swisher Financial Concepts, Inc. | 714 | $91.8K | 0.06% | −1,816−71.8% | Reduced |
| Battery Global Advisors, LLC | 718 | $92.9K | 0.05% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 723 | $93.0K | 0.04% | +3+0.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 724 | $93.0K | 0.13% | 00.0% | Unchanged |
| Country Trust Bank | 733 | $94.2K | 0.00% | +3+0.4% | Added |
| Valued Wealth Advisors LLC | 737 | $95.3K | 0.03% | +22+3.1% | Added |
| Synergy Investment Management, LLC | 738 | $95.8K | 0.02% | +442+149.3% | Added |
| Gill Capital Partners, LLC | 766 | $98.4K | 0.03% | +340+79.8% | Added |
| Toews Corp | 782 | $100.5K | 0.01% | +782 | New |
| LFA - Lugano Financial Advisors SA | 788 | $101.3K | 0.06% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 792 | $101.8K | 0.08% | 00.0% | Unchanged |
| Activest Wealth Management | 793 | $101.9K | 0.02% | +22+2.9% | Added |
| LifeSteps Financial, Inc. | 805 | $103.4K | 0.05% | +805 | New |
| 1620 Investment Advisors, Inc. | 842 | $108.2K | 0.07% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 849 | $109.1K | 0.01% | +77+10.0% | Added |
| Hara Capital LLC | 852 | $110.2K | 0.06% | −30−3.4% | Reduced |
| FWL Investment Management, LLC | 866 | $111.3K | 0.02% | −633−42.2% | Reduced |
| Caitlin John, LLC | 876 | $112.5K | 0.06% | −2,280−72.2% | Reduced |
| Evolution Wealth Management Inc. | 876 | $112.6K | 0.07% | +548+167.1% | Added |
| Gleason Group, Inc. | 899 | $115.5K | 0.01% | +203+29.2% | Added |
| Lloyd Advisory Services, LLC. | 901 | $115.8K | 0.04% | +629+231.3% | Added |
| Kozak & Associates, Inc. | 951 | $119.3K | 0.02% | −47−4.7% | Reduced |
| Security National Bank of So Dak | 929 | $119.4K | 0.06% | +929 | New |
| DiNuzzo Private Wealth, Inc. | 930 | $119.5K | 0.01% | +9+1.0% | Added |
| Highline Wealth Partners LLC | 932 | $119.8K | 0.02% | −22−2.3% | Reduced |