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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 13,054 | $1.68M | 0.21% | +10,143+348.4% | Added |
| SageGuard Financial Group, LLC | 13,061 | $1.68M | 0.24% | −949−6.8% | Reduced |
| Roof Eidam & Maycock | 13,075 | $1.68M | 0.33% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 13,091 | $1.68M | 0.33% | −187−1.4% | Reduced |
| Meridian Financial Partners LLC | 13,656 | $1.69M | 0.58% | −464−3.3% | Reduced |
| Capital Square, LLC | 13,720 | $1.70M | 0.74% | +504+3.8% | Added |
| Davis Investment Partners, LLC | 13,200 | $1.70M | 0.52% | +49+0.4% | Added |
| KLCM Advisors, Inc. | 13,218 | $1.70M | 0.14% | −271−2.0% | Reduced |
| Strategic Blueprint, LLC | 13,246 | $1.70M | 0.09% | +331+2.6% | Added |
| Avalon Trust Co | 13,249 | $1.70M | 0.10% | −10−0.1% | Reduced |
| Crew Capital Management, Ltd. | 13,251 | $1.70M | 0.93% | +7,742+140.5% | Added |
| Keudell/Morrison Wealth Management | 13,268 | $1.70M | 0.32% | −108−0.8% | Reduced |
| LexAurum Advisors, LLC | 13,291 | $1.71M | 0.20% | +86+0.7% | Added |
| Van Strum & Towne Inc. | 13,293 | $1.71M | 0.47% | 00.0% | Unchanged |
| Marex Group plc | 13,315 | $1.71M | 0.01% | +2,411+22.1% | Added |
| Sterling Investment Counsel, LLC | 13,344 | $1.71M | 0.40% | +265+2.0% | Added |
| GoalVest Advisory LLC | 13,375 | $1.72M | 0.32% | +17+0.1% | Added |
| Waldron Private Wealth LLC | 13,391 | $1.72M | 0.06% | −12−0.1% | Reduced |
| Shufro Rose & Co LLC | 13,397 | $1.72M | 0.10% | −800−5.6% | Reduced |
| Gerald Baker Financial Group LLC | 13,402 | $1.72M | 0.49% | +43+0.3% | Added |
| Hexagon Capital Partners LLC | 13,420 | $1.72M | 0.24% | +322+2.5% | Added |
| Platform Technology Partners | 13,444 | $1.73M | 0.28% | −988−6.8% | Reduced |
| MTM Investment Management, LLC | 13,469 | $1.73M | 0.49% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 13,470 | $1.73M | 0.13% | +792+6.2% | Added |
| Paradigm Asset Management Co LLC | 13,500 | $1.73M | 0.37% | −14,888−52.4% | Reduced |
| Canopy Partners, LLC | 13,530 | $1.74M | 0.52% | −106−0.8% | Reduced |
| Boxwood Ventures, Inc. | 13,563 | $1.74M | 1.04% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 13,593 | $1.75M | 0.20% | +310+2.3% | Added |
| Uhlmann Price Securities, LLC | 13,592 | $1.75M | 0.07% | −269−1.9% | Reduced |
| Rare Wolf Capital LLC | 13,596 | $1.75M | 1.12% | −1,653−10.8% | Reduced |
| Wealth Architects, LLC | 13,630 | $1.75M | 0.14% | +257+1.9% | Added |
| Costello Asset Management, INC | 13,648 | $1.75M | 0.53% | −960−6.6% | Reduced |
| Twelve Points Wealth Management LLC | 13,661 | $1.76M | 0.35% | +309+2.3% | Added |
| Hunter Associates Investment Management LLC | 13,691 | $1.76M | 0.20% | +1,817+15.3% | Added |
| Cypress Wealth Services, LLC | 13,738 | $1.77M | 0.22% | −156−1.1% | Reduced |
| Van Hulzen Asset Management, LLC | 13,759 | $1.77M | 0.13% | −292−2.1% | Reduced |
| RKL Wealth Management LLC | 13,762 | $1.77M | 0.14% | +497+3.7% | Added |
| Live Oak Investment Partners | 13,763 | $1.77M | 0.95% | +126+0.9% | Added |
| Acropolis Investment Management, LLC | 13,768 | $1.77M | 0.07% | −875−6.0% | Reduced |
| Stonebridge Capital Management Inc | 13,790 | $1.77M | 0.85% | −7,032−33.8% | Reduced |
| Jupiter Wealth Management LLC | 13,800 | $1.77M | 0.71% | 00.0% | Unchanged |
| Capstone Triton Financial Group, LLC | 13,829 | $1.78M | 1.02% | +13,829 | New |
| Vanguard National Trust Co | 13,832 | $1.78M | 0.10% | +372+2.8% | Added |
| Harbour Capital Advisors, LLC | 14,438 | $1.78M | 0.32% | −16−0.1% | Reduced |
| Auxano Advisors, LLC | 13,910 | $1.79M | 0.34% | −61−0.4% | Reduced |
| Landmark Wealth Management, LLC | 13,937 | $1.79M | 0.43% | 00.0% | Unchanged |
| Fjell Capital, LLC | 13,946 | $1.79M | 1.22% | +17+0.1% | Added |
| Baker Chad R | 13,950 | $1.79M | 0.29% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 13,953 | $1.79M | 0.04% | −243−1.7% | Reduced |
| City State Bank | 13,960 | $1.79M | 0.41% | −92−0.7% | Reduced |
| JSF Financial, LLC | 13,960 | $1.79M | 0.29% | +11,637+500.9% | Added |
| McDonald Partners LLC | 13,987 | $1.80M | 0.44% | −290−2.0% | Reduced |
| V. M. Manning & Co., Inc. | 13,988 | $1.80M | 1.54% | +13,988 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 14,000 | $1.80M | 0.72% | −3,000−17.6% | Reduced |
| Csenge Advisory Group | 14,011 | $1.80M | 0.07% | −1,161−7.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 14,012 | $1.80M | 0.18% | −164−1.2% | Reduced |
| Telos Capital Management, Inc. | 14,035 | $1.80M | 0.16% | −325−2.3% | Reduced |
| Almanack Investment Partners, LLC. | 14,048 | $1.81M | 0.23% | +11,894+552.2% | Added |
| World Equity Group, Inc. | 14,093 | $1.81M | 0.41% | +3,797+36.9% | Added |
| Texas Bank & Trust Co | 14,116 | $1.81M | 0.59% | −10−0.1% | Reduced |
| LM Advisors LLC | 14,000 | $1.81M | 0.21% | +12,273+710.7% | Added |
| United Advisor Group, LLC | 14,125 | $1.82M | 0.19% | −1,154−7.6% | Reduced |
| Trustmark National Bank Trust Department | 14,128 | $1.82M | 0.11% | +988+7.5% | Added |
| Bull Street Advisors, LLC | 14,173 | $1.82M | 0.83% | +50+0.4% | Added |
| Clean Yield Group | 14,182 | $1.82M | 0.45% | +3,700+35.3% | Added |
| AlphaStar Capital Management, LLC | 14,200 | $1.82M | 0.12% | −2,028−12.5% | Reduced |
| Windsor Capital Management, LLC | 14,216 | $1.83M | 0.47% | −1,366−8.8% | Reduced |
| Cladis Investment Advisory, LLC | 14,225 | $1.83M | 0.85% | +101+0.7% | Added |
| Isthmus Partners, LLC | 14,237 | $1.83M | 0.18% | +1,340+10.4% | Added |
| Pine Haven Investment Counsel, Inc | 14,273 | $1.83M | 1.23% | +86+0.6% | Added |
| Symmetry Partners, LLC | 14,297 | $1.84M | 0.09% | +1,303+10.0% | Added |
| OneAscent Financial Services LLC | 14,305 | $1.84M | 0.09% | −366−2.5% | Reduced |
| E&G Advisors, LP | 14,325 | $1.84M | 0.36% | −10−0.1% | Reduced |
| Sawyer & Company, Inc | 14,322 | $1.84M | 0.62% | −2,135−13.0% | Reduced |
| Exchange Bank | 14,357 | $1.84M | 1.15% | −84−0.6% | Reduced |
| Arvest Bank Trust Division | 14,386 | $1.85M | 0.09% | −596−4.0% | Reduced |
| Bank & Trust Co | 14,439 | $1.86M | 1.17% | −61−0.4% | Reduced |
| Geneos Wealth Management Inc. | 14,481 | $1.86M | 0.04% | −6,273−30.2% | Reduced |
| Elgethun Capital Management | 14,495 | $1.86M | 0.26% | −182−1.2% | Reduced |
| Cherokee Insurance Co | 14,498 | $1.86M | 0.72% | 00.0% | Unchanged |
| Wisconsin Capital Management LLC | 14,510 | $1.86M | 0.88% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 14,516 | $1.87M | 0.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 14,554 | $1.87M | 0.10% | −38−0.3% | Reduced |
| Diversified Enterprises, LLC | 14,584 | $1.87M | 0.09% | +431+3.0% | Added |
| Meridian Financial, LLC | 14,634 | $1.88M | 0.90% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 14,635 | $1.88M | 0.01% | −117,116−88.9% | Reduced |
| Cascade Financial Partners, LLC | 14,746 | $1.89M | 0.16% | +80+0.5% | Added |
| Headinvest, LLC | 14,769 | $1.90M | 0.35% | +493+3.5% | Added |
| Scott & Selber, Inc. | 14,772 | $1.90M | 0.40% | −20−0.1% | Reduced |
| Stance Capital LLC | 14,779 | $1.90M | 0.58% | +2,460+20.0% | Added |
| NWF Advisory Services Inc. | 14,785 | $1.90M | 0.18% | +217+1.5% | Added |
| Lionhunter Capital Management, LLC | 14,789 | $1.90M | 0.86% | +14,789 | New |
| Hager Investment Management Services, LLC | 14,795 | $1.90M | 0.87% | +132+0.9% | Added |
| Meiji Yasuda Life Insurance Co | 14,833 | $1.91M | 0.06% | +590+4.1% | Added |
| Cassia Capital Partners, LLC | 14,837 | $1.91M | 0.92% | −194−1.3% | Reduced |
| Trust Point Inc. | 14,851 | $1.91M | 0.16% | −330−2.2% | Reduced |
| Umpqua Bank | 14,852 | $1.91M | 0.43% | +149+1.0% | Added |
| Capital Management Associates, Inc | 14,854 | $1.91M | 0.38% | +76+0.5% | Added |
| Evelyn Partners Group Ltd | 14,867 | $1.91M | 0.04% | +14,867 | New |
| Baker Ellis Asset Management LLC | 14,988 | $1.93M | 0.20% | 00.0% | Unchanged |