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 | 3,812 | $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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Dickmeyer Boyce Financial Management, Inc. | 10,129 | $1.30M | 0.67% | +891+9.6% | Added |
| First Washington CORP | 10,130 | $1.30M | 0.32% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 10,131 | $1.30M | 0.54% | 00.0% | Unchanged |
| Leisure Capital Management | 10,142 | $1.30M | 0.41% | 00.0% | Unchanged |
| Notis-McConarty Edward | 10,150 | $1.30M | 0.56% | 00.0% | Unchanged |
| Wealth Effects LLC | 10,164 | $1.31M | 0.35% | +350+3.6% | Added |
| Wellington Shields Capital Management, LLC | 10,175 | $1.31M | 0.17% | +3,201+45.9% | Added |
| CSM Advisors, LLC | 10,162 | $1.31M | 0.03% | −981−8.8% | Reduced |
| Spirepoint Private Client, LLC | 10,184 | $1.31M | 0.11% | −1,347−11.7% | Reduced |
| CSS LLC | 10,210 | $1.31M | 0.06% | −3,655−26.4% | Reduced |
| VeraBank, N.A. | 10,222 | $1.31M | 0.22% | −377−3.6% | Reduced |
| Aviso Wealth Management | 10,229 | $1.31M | 0.52% | −68−0.7% | Reduced |
| NBH Bank | 10,243 | $1.32M | 0.55% | +10,243 | New |
| Navigation Group, LLC | 10,265 | $1.32M | 0.26% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 10,269 | $1.32M | 0.15% | −1,378−11.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,279 | $1.32M | 0.14% | −11,053−51.8% | Reduced |
| BankPlus Trust Department | 10,294 | $1.32M | 0.31% | −1,008−8.9% | Reduced |
| Quotient Wealth Partners, LLC | 10,346 | $1.33M | 0.03% | +563+5.8% | Added |
| Gateway Wealth Partners, LLC | 10,347 | $1.33M | 0.08% | −6,284−37.8% | Reduced |
| Formidable Asset Management, LLC | 11,070 | $1.33M | 0.21% | −200−1.8% | Reduced |
| Baxter Bros Inc | 10,391 | $1.34M | 0.15% | +824+8.6% | Added |
| Dynasty Wealth Management, LLC | 10,391 | $1.34M | 0.01% | −136−1.3% | Reduced |
| BluePath Capital Management, LLC | 10,393 | $1.34M | 0.73% | −652−5.9% | Reduced |
| Zullo Investment Group, Inc. | 10,396 | $1.34M | 0.46% | −726−6.5% | Reduced |
| Eagle Wealth Strategies LLC | 10,404 | $1.34M | 0.51% | −74−0.7% | Reduced |
| AdvisorNet Financial, Inc | 10,405 | $1.34M | 0.06% | −295−2.8% | Reduced |
| Old Mission Investment Co LLC | 10,342 | $1.34M | 0.28% | −10−0.1% | Reduced |
| Advisor Resource Council | 10,570 | $1.34M | 0.45% | +2,407+29.5% | Added |
| Trust Co of the South | 10,430 | $1.34M | 0.19% | −133−1.3% | Reduced |
| Unified Investment Management | 10,446 | $1.34M | 1.25% | +306+3.0% | Added |
| Sage Rhino Capital LLC | 10,448 | $1.34M | 0.22% | +34+0.3% | Added |
| Hedges Asset Management LLC | 10,450 | $1.34M | 0.88% | +10,450 | New |
| Gilman Hill Asset Management, LLC | 10,457 | $1.34M | 0.18% | −400−3.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 10,461 | $1.34M | 0.37% | +200+1.9% | Added |
| Klingman & Associates, LLC | 10,463 | $1.34M | 0.06% | +166+1.6% | Added |
| Severin Investments, LLC | 10,464 | $1.34M | 1.01% | −1,409−11.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 10,472 | $1.35M | 0.55% | +9+0.1% | Added |
| Crewe Advisors LLC | 10,490 | $1.35M | 0.10% | +665+6.8% | Added |
| CRA Financial Services, LLC | 10,499 | $1.35M | 0.16% | +136+1.3% | Added |
| B&L Asset Management LLC | 10,538 | $1.35M | 0.47% | +358+3.5% | Added |
| Langley Wealth Management, LLC | 10,546 | $1.36M | 1.32% | +10,546 | New |
| WBH Advisory Inc | 10,549 | $1.36M | 0.09% | −413−3.8% | Reduced |
| Westco Advisory Services Inc | 10,558 | $1.36M | 0.82% | −328−3.0% | Reduced |
| Millstone Evans Group, LLC | 10,569 | $1.36M | 0.73% | −3,017−22.2% | Reduced |
| Allen Capital Group, LLC | 10,589 | $1.36M | 0.11% | −26−0.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,597 | $1.36M | 0.49% | +31+0.3% | Added |
| Summit Financial Wealth Advisors, LLC | 10,611 | $1.36M | 0.17% | +754+7.6% | Added |
| Venturi Wealth Management, LLC | 10,622 | $1.36M | 0.05% | +502+5.0% | Added |
| Dover Advisors, LLC | 12,880 | $1.37M | 0.56% | +1,456+12.7% | Added |
| Payne Capital LLC | 10,637 | $1.37M | 1.14% | 00.0% | Unchanged |
| Breakwater Capital Group | 10,650 | $1.37M | 0.16% | −1,765−14.2% | Reduced |
| WNY Asset Management, LLC | 10,678 | $1.37M | 0.12% | −81−0.8% | Reduced |
| M. Kraus & Co | 10,698 | $1.37M | 0.36% | 00.0% | Unchanged |
| Corundum Group, Inc. | 10,703 | $1.38M | 0.41% | +205+2.0% | Added |
| Ami Asset Management Corp | 10,718 | $1.38M | 0.08% | +222+2.1% | Added |
| Marble Wealth, LLC | 10,741 | $1.38M | 0.21% | −362−3.3% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 10,748 | $1.38M | 0.95% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 10,790 | $1.39M | 0.85% | −1,589−12.8% | Reduced |
| Apriem Advisors | 10,808 | $1.39M | 0.12% | +231+2.2% | Added |
| Lyell Wealth Management, LP | 10,816 | $1.39M | 0.09% | +5,141+90.6% | Added |
| Focus Financial Network, Inc. | 10,855 | $1.39M | 0.04% | +141+1.3% | Added |
| Forza Wealth Management, LLC | 10,879 | $1.40M | 0.43% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 10,886 | $1.40M | 0.28% | −199−1.8% | Reduced |
| Forum Financial Management, LP | 10,899 | $1.40M | 0.02% | +406+3.9% | Added |
| Mechanics Financial Corp | 10,915 | $1.40M | 0.50% | +312+2.9% | Added |
| MBA Advisors LLC | 10,918 | $1.40M | 0.48% | +181+1.7% | Added |
| Tradewinds, LLC. | 2,016 | $1.40M | 0.44% | −5,271−72.3% | Reduced |
| Cornerstone Advisory, LLC | 10,923 | $1.40M | 0.12% | +448+4.3% | Added |
| Hilltop National Bank | 10,944 | $1.41M | 0.30% | −252−2.3% | Reduced |
| Wimmer Associates 1, LLC | 10,952 | $1.41M | 0.64% | −112−1.0% | Reduced |
| Elevated Private Wealth, LLC | 10,972 | $1.41M | 1.34% | +10,972 | New |
| Physicians Financial Services, Inc. | 10,970 | $1.41M | 0.35% | −50−0.5% | Reduced |
| Wealth Group, Ltd. | 10,970 | $1.41M | 0.35% | +8,303+311.3% | Added |
| Drive Wealth Management, LLC | 10,904 | $1.41M | 0.25% | +1,892+21.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 10,979 | $1.41M | 1.27% | −28−0.3% | Reduced |
| North Star Asset Management Inc | 10,981 | $1.41M | 0.06% | +30+0.3% | Added |
| Pullen Investment Management, LLC | 10,982 | $1.41M | 0.65% | +127+1.2% | Added |
| London & Capital Asset Management Ltd | 10,993 | $1.41M | 0.01% | −296−2.6% | Reduced |
| Pegasus Asset Management, Inc. | 10,995 | $1.41M | 0.40% | 00.0% | Unchanged |
| Headlands Technologies LLC | 10,997 | $1.41M | 0.15% | +10,997 | New |
| FSM Wealth Advisors, LLC | 11,015 | $1.42M | 0.15% | +826+8.1% | Added |
| Annandale Capital, LLC | 11,035 | $1.42M | 0.21% | +6,310+133.5% | Added |
| Cambria Investment Management, L.P. | 11,069 | $1.42M | 0.07% | +3,799+52.3% | Added |
| Providence Wealth Advisors, LLC | 11,036 | $1.42M | 0.84% | −92−0.8% | Reduced |
| City Holding Co | 11,085 | $1.42M | 0.16% | +109+1.0% | Added |
| CVA Family Office, LLC | 11,140 | $1.43M | 0.13% | +157+1.4% | Added |
| Rogco, LP | 11,143 | $1.43M | 0.44% | +2,139+23.8% | Added |
| Hardman Johnston Global Advisors LLC | 11,210 | $1.44M | 0.05% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 11,213 | $1.44M | 0.54% | −29−0.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 11,335 | $1.44M | 0.47% | −239−2.1% | Reduced |
| Bank Hapoalim BM | 11,273 | $1.45M | 0.10% | −246−2.1% | Reduced |
| Diligent Investors, LLC | 11,294 | $1.45M | 0.32% | −169−1.5% | Reduced |
| KC Investment Advisors, LLC | 11,335 | $1.46M | 0.28% | +923+8.9% | Added |
| Ark Wealth Advisors LLC | 11,374 | $1.46M | 1.30% | +194+1.7% | Added |
| Harbor Investment Advisory, LLC | 11,386 | $1.46M | 0.10% | +342+3.1% | Added |
| Caption Management, LLC | 11,400 | $1.46M | 0.05% | +4,900+75.4% | Added |
| Clear Creek Financial Management, LLC | 11,408 | $1.47M | 0.09% | +1,549+15.7% | Added |
| Capital Fund Management S.A. | 11,423 | $1.47M | 0.01% | +11,423 | New |
| Center for Financial Planning, Inc. | 11,433 | $1.47M | 0.14% | −44−0.4% | Reduced |
| MidFirst Bank | 11,438 | $1.47M | 0.10% | 00.0% | Unchanged |