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: 43 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 |
|---|---|---|---|---|---|
| Aspiriant, LLC | 17,559 | $2.26M | 0.06% | +2,125+13.8% | Added |
| Webster Bank, N. A. | 17,577 | $2.26M | 0.20% | +124+0.7% | Added |
| BSW Wealth Partners | 17,580 | $2.26M | 0.25% | −414−2.3% | Reduced |
| Whalerock Point Partners, LLC | 17,615 | $2.26M | 0.39% | −250−1.4% | Reduced |
| Thoroughbred Financial Services, LLC | 17,635 | $2.27M | 0.11% | −133−0.7% | Reduced |
| Old North State Wealth Management, LLC | 17,648 | $2.27M | 0.97% | +97+0.6% | Added |
| Paradigm Financial Partners, LLC | 17,671 | $2.27M | 0.21% | +4,570+34.9% | Added |
| Center for Wealth Management Advisory | 17,696 | $2.27M | 1.43% | +392+2.3% | Added |
| Financial Advisory Partners, LLC | 17,793 | $2.29M | 0.60% | +128+0.7% | Added |
| PDS Planning, Inc | 17,830 | $2.29M | 0.13% | +253+1.4% | Added |
| Indivisible Partners | 17,859 | $2.29M | 0.13% | +4,592+34.6% | Added |
| Wills Financial Group LLC | 17,931 | $2.30M | 0.84% | +1,315+7.9% | Added |
| Fruth Investment Management | 17,950 | $2.31M | 0.55% | −140−0.8% | Reduced |
| PCM Encore, LLC | 17,958 | $2.31M | 0.41% | −35−0.2% | Reduced |
| First City Capital Management, Inc. | 17,988 | $2.31M | 1.12% | −515−2.8% | Reduced |
| Quest Investment Management LLC | 18,000 | $2.31M | 0.27% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 18,054 | $2.32M | 0.30% | +445+2.5% | Added |
| Home Federal Bank of Tennessee | 18,095 | $2.33M | 0.50% | +1,200+7.1% | Added |
| Redmond Asset Management, LLC | 18,174 | $2.34M | 0.58% | −843−4.4% | Reduced |
| Evermay Wealth Management LLC | 18,218 | $2.35M | 0.24% | +4,297+30.9% | Added |
| Kera Capital Partners, Inc. | 18,314 | $2.35M | 0.23% | −723−3.8% | Reduced |
| Altfest L J & Co Inc | 18,355 | $2.36M | 0.23% | −509−2.7% | Reduced |
| QV Investors Inc. | 18,367 | $2.36M | 0.18% | −110,570−85.8% | Reduced |
| Wolff Wiese Magana LLC | 18,367 | $2.36M | 1.09% | −797−4.2% | Reduced |
| Aull & Monroe Investment Management Corp | 18,386 | $2.36M | 0.99% | +972+5.6% | Added |
| Gillespie Robinson & Grimm Inc | 18,402 | $2.36M | 0.15% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 18,407 | $2.37M | 0.22% | +102+0.6% | Added |
| NCM Capital Management, LLC | 18,441 | $2.37M | 0.73% | +1,054+6.1% | Added |
| Value Partners Investments Inc. | 18,475 | $2.37M | 0.17% | +1,032+5.9% | Added |
| RMR Wealth Builders | 18,454 | $2.37M | 0.15% | +5,388+41.2% | Added |
| Wealthquest Corp | 18,468 | $2.37M | 0.15% | +402+2.2% | Added |
| Avestar Capital, LLC | 18,444 | $2.38M | 0.14% | −32−0.2% | Reduced |
| Axxion S.A. | 18,507 | $2.38M | 0.17% | +18,507 | New |
| National Philanthropic Trust | 18,602 | $2.39M | 0.03% | +417+2.3% | Added |
| JFS Wealth Advisors, LLC | 18,599 | $2.39M | 0.12% | −620−3.2% | Reduced |
| Howard Capital Management Inc. | 18,609 | $2.39M | 0.03% | +7,275+64.2% | Added |
| Heritage Wealth Advisors | 18,619 | $2.39M | 0.08% | −31,000−62.5% | Reduced |
| Enterprise Financial Services Corp | 18,619 | $2.39M | 0.98% | −80.0% | Reduced |
| SBI Securities Co., Ltd. | 18,631 | $2.39M | 0.05% | −1,151−5.8% | Reduced |
| Camden Capital, LLC | 18,642 | $2.40M | 0.12% | −7,272−28.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 18,735 | $2.41M | 0.02% | 00.0% | Unchanged |
| bLong Financial, LLC | 18,742 | $2.41M | 1.57% | −196−1.0% | Reduced |
| Strategic Financial Services, Inc, | 18,756 | $2.41M | 0.11% | −250−1.3% | Reduced |
| First County Bank | 18,788 | $2.41M | 1.14% | −148−0.8% | Reduced |
| Agf Management Ltd | 18,816 | $2.42M | 0.01% | −11,487−37.9% | Reduced |
| MONECO Advisors, LLC | 18,894 | $2.43M | 0.15% | +5,879+45.2% | Added |
| Premier Path Wealth Partners, LLC | 18,915 | $2.43M | 0.28% | +1,338+7.6% | Added |
| Cidel Asset Management Inc | 18,925 | $2.43M | 0.12% | −727−3.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 18,927 | $2.43M | 0.30% | +264+1.4% | Added |
| Van Cleef Asset Management,Inc | 18,933 | $2.43M | 0.25% | −75−0.4% | Reduced |
| Reuter James Wealth Management, LLC | 18,997 | $2.44M | 0.32% | +577+3.1% | Added |
| Field & Main Bank | 19,053 | $2.45M | 0.50% | +265+1.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 19,053 | $2.45M | 0.13% | +859+4.7% | Added |
| Investors Asset Management of Georgia Inc | 19,079 | $2.45M | 0.85% | +478+2.6% | Added |
| Colton Groome Financial Advisors, LLC | 19,130 | $2.46M | 0.59% | +4,805+33.5% | Added |
| Tealwood Asset Management Inc | 19,133 | $2.46M | 0.94% | +281+1.5% | Added |
| Ostrum Asset Management | 19,140 | $2.46M | 0.12% | −379−1.9% | Reduced |
| Spire Wealth Management | 19,212 | $2.47M | 0.07% | −939−4.7% | Reduced |
| TownSquare Capital, LLC | 19,213 | $2.47M | 0.45% | +674+3.6% | Added |
| Orca Investment Management, LLC | 19,257 | $2.47M | 1.80% | +1,061+5.8% | Added |
| Founders Financial Securities LLC | 19,290 | $2.48M | 0.13% | −303−1.5% | Reduced |
| Icon Wealth Advisors, LLC | 19,305 | $2.48M | 0.15% | +4,047+26.5% | Added |
| Dudley Capital Management, LLC | 19,376 | $2.49M | 1.00% | +80.0% | Added |
| Atlantic Trust, LLC | 19,379 | $2.49M | 0.33% | −74−0.4% | Reduced |
| Jefferson Bridge Capital, LLC | 19,470 | $2.50M | 2.17% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 19,484 | $2.50M | 0.16% | −490−2.5% | Reduced |
| Convergence Financial, LLC | 19,556 | $2.51M | 0.20% | −2,784−12.5% | Reduced |
| Insight Advisors, LLC | 19,571 | $2.51M | 0.44% | −515−2.6% | Reduced |
| Kendall Capital Management | 19,682 | $2.53M | 0.42% | −100−0.5% | Reduced |
| Legacy Capital Group California, Inc. | 19,689 | $2.53M | 0.76% | +9,005+84.3% | Added |
| Barry Investment Advisors, LLC | 19,781 | $2.54M | 0.53% | −71−0.4% | Reduced |
| Retirement Guys Formula LLC | 19,784 | $2.54M | 0.96% | +1,461+8.0% | Added |
| Pflug Koory, LLC | 19,803 | $2.54M | 1.02% | +11+0.1% | Added |
| Probity Advisors, Inc. | 19,934 | $2.56M | 0.37% | −385−1.9% | Reduced |
| Stableford Capital II LLC | 19,941 | $2.56M | 0.89% | +6,788+51.6% | Added |
| Keystone Financial Group | 19,960 | $2.56M | 0.15% | −3,262−14.0% | Reduced |
| Mindset Wealth Management, LLC | 19,964 | $2.57M | 0.49% | +867+4.5% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 20,005 | $2.57M | 0.43% | +2,306+13.0% | Added |
| Storgate, LLC | 20,013 | $2.57M | 0.53% | +10,659+114.0% | Added |
| Jeppson Wealth Management, LLC | 20,022 | $2.57M | 0.76% | −166−0.8% | Reduced |
| Excelsior Advisor Network LLC | 20,063 | $2.58M | 0.34% | +16,274+429.5% | Added |
| Qtron Investments LLC | 20,088 | $2.58M | 0.34% | −2,145−9.6% | Reduced |
| DAGCO, Inc. | 20,095 | $2.58M | 0.48% | +11+0.1% | Added |
| Vega Investment Solutions | 20,102 | $2.58M | 0.37% | +5,178+34.7% | Added |
| Advyzon Investment Management, LLC | 20,120 | $2.59M | 0.19% | −534−2.6% | Reduced |
| Mayflower Financial Advisors, LLC | 20,163 | $2.59M | 0.22% | +1,327+7.0% | Added |
| Catalyst Financial Partners LLC | 20,205 | $2.60M | 0.26% | +987+5.1% | Added |
| Family Capital Trust Co | 20,232 | $2.60M | 0.85% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 20,277 | $2.61M | 1.32% | +1,596+8.5% | Added |
| Inman Jager Wealth Management, LLC | 20,279 | $2.61M | 1.39% | +962+5.0% | Added |
| Ti-Trust, Inc | 20,300 | $2.61M | 1.40% | +1,100+5.7% | Added |
| Burke & Herbert Bank & Trust Co | 20,309 | $2.61M | 0.65% | −969−4.6% | Reduced |
| Green Square Capital Advisors LLC | 20,364 | $2.62M | 0.24% | −1,261−5.8% | Reduced |
| Orion Investment Co | 20,383 | $2.62M | 0.77% | −191−0.9% | Reduced |
| Allred Capital Management, LLC | 20,408 | $2.62M | 0.86% | −1,192−5.5% | Reduced |
| Insight Inv LLC | 20,428 | $2.62M | 1.24% | −476−2.3% | Reduced |
| IFG Advisory, LLC | 20,458 | $2.63M | 0.09% | +20,300+12,848.1% | Added |
| Onyx Bridge Wealth Group LLC | 20,486 | $2.63M | 0.24% | +140+0.7% | Added |
| Opal Capital LLC | 20,497 | $2.63M | 0.47% | +8,569+71.8% | Added |
| Gen-Wealth Partners Inc | 20,497 | $2.63M | 0.73% | −558−2.7% | Reduced |