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 |
|---|---|---|---|---|---|
| Borer Denton & Associates, Inc. | 20,553 | $2.64M | 0.87% | +1,305+6.8% | Added |
| Brady Martz Wealth Solutions, LLC | 20,562 | $2.64M | 0.40% | +449+2.2% | Added |
| Next Level Private LLC | 20,575 | $2.64M | 0.52% | +59+0.3% | Added |
| Moody National Bank Trust Division | 20,628 | $2.65M | 0.22% | −563−2.7% | Reduced |
| SWS Partners | 20,508 | $2.65M | 0.57% | +1,027+5.3% | Added |
| RFG Advisory, LLC | 20,666 | $2.66M | 0.04% | −5,172−20.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,685 | $2.66M | 0.29% | −10,387−33.4% | Reduced |
| IMA Wealth, Inc. | 20,561 | $2.66M | 0.17% | +991+5.1% | Added |
| Brandywine Oak Private Wealth LLC | 20,784 | $2.67M | 0.20% | −200−1.0% | Reduced |
| Marathon Wealth Advisors LLC | 20,801 | $2.67M | 0.91% | +205+1.0% | Added |
| Calamos Wealth Management LLC | 20,811 | $2.67M | 0.08% | −10.0% | Reduced |
| Fairfield, Bush & Co. | 20,842 | $2.68M | 1.32% | −405−1.9% | Reduced |
| Ancora Advisors, LLC | 20,902 | $2.69M | 0.05% | −1,390−6.2% | Reduced |
| Nwam LLC | 20,971 | $2.69M | 0.13% | +10,124+93.3% | Added |
| Red Cedar Investment Management, LLC | 20,972 | $2.69M | 0.26% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 21,032 | $2.70M | 0.32% | +1,051+5.3% | Added |
| Childress Capital Advisors, LLC | 21,037 | $2.70M | 0.44% | −905−4.1% | Reduced |
| IVC Wealth Advisors LLC | 21,139 | $2.72M | 1.06% | −55−0.3% | Reduced |
| Coastal Bridge Advisors, LLC | 21,141 | $2.72M | 0.17% | +92+0.4% | Added |
| Drucker Wealth 3.0, LLC | 21,201 | $2.72M | 0.43% | −209−1.0% | Reduced |
| Montecito Bank & Trust | 21,223 | $2.73M | 0.41% | −459−2.1% | Reduced |
| Sheets Smith Wealth Management | 21,343 | $2.74M | 0.27% | −39−0.2% | Reduced |
| HighPoint Advisor Group LLC | 21,349 | $2.74M | 0.10% | +1,136+5.6% | Added |
| Waddell & Associates, LLC | 21,357 | $2.74M | 0.14% | +425+2.0% | Added |
| Cozad Asset Management Inc | 21,402 | $2.75M | 0.18% | +221+1.0% | Added |
| Archer Investment Corp | 21,453 | $2.76M | 0.53% | −2,639−11.0% | Reduced |
| SeaCrest Wealth Management, LLC | 21,502 | $2.76M | 0.31% | −13,066−37.8% | Reduced |
| NTV Asset Management LLC | 21,525 | $2.77M | 0.27% | +50.0% | Added |
| Johnson Financial Group, Inc. | 21,390 | $2.77M | 0.09% | −680−3.1% | Reduced |
| Peak Asset Management, LLC | 21,535 | $2.77M | 0.41% | +4,500+26.4% | Added |
| First PREMIER Bank | 21,539 | $2.77M | 0.45% | −473−2.1% | Reduced |
| Sectoral Asset Management Inc | 21,480 | $2.77M | 1.94% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 21,587 | $2.77M | 1.13% | −100−0.5% | Reduced |
| Silverlake Wealth Management LLC | 21,599 | $2.78M | 0.53% | +728+3.5% | Added |
| ARS Investment Partners, LLC | 21,672 | $2.78M | 0.12% | −394−1.8% | Reduced |
| ESG Planning | 21,760 | $2.80M | 0.94% | −25−0.1% | Reduced |
| Wealth Alliance | 21,770 | $2.80M | 0.23% | −1,258−5.5% | Reduced |
| Traynor Capital Management, Inc. | 21,894 | $2.81M | 0.13% | −621−2.8% | Reduced |
| Sierra Summit Advisors LLC | 21,917 | $2.82M | 0.31% | +354+1.6% | Added |
| Bank Ozk | 21,993 | $2.83M | 0.84% | −565−2.5% | Reduced |
| Bamco Inc | 22,000 | $2.83M | 0.00% | −3,000−12.0% | Reduced |
| Sippican Capital Advisors | 22,030 | $2.83M | 1.73% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 22,055 | $2.83M | 0.27% | +2,581+13.3% | Added |
| Enhancing Capital LLC | 22,067 | $2.84M | 1.95% | 00.0% | Unchanged |
| SCS Capital Management LLC | 21,998 | $2.84M | 0.03% | −615−2.7% | Reduced |
| Shrier Wealth Management, LLC | 22,112 | $2.84M | 0.96% | +177+0.8% | Added |
| Birmingham Capital Management Co Inc | 22,128 | $2.84M | 1.08% | −850−3.7% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 22,154 | $2.85M | 1.71% | −7,850−26.2% | Reduced |
| CNB Bank | 22,166 | $2.85M | 1.11% | +751+3.5% | Added |
| Peoples Financial Services Corp. | 22,170 | $2.85M | 1.23% | −63−0.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 22,203 | $2.85M | 1.57% | −35−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 22,273 | $2.86M | 0.12% | +191+0.9% | Added |
| Private Management Group Inc | 22,282 | $2.86M | 0.08% | −120−0.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 22,379 | $2.88M | 0.13% | −80.0% | Reduced |
| LS Investment Advisors, LLC | 22,418 | $2.88M | 0.39% | −8,755−28.1% | Reduced |
| Littlejohn Financial Services, Inc. | 22,440 | $2.88M | 2.10% | −1,446−6.1% | Reduced |
| Forty-three Eighteen Advisors, LLC | 22,442 | $2.88M | 1.94% | +548+2.5% | Added |
| LVW Advisors, LLC | 22,654 | $2.91M | 0.25% | −1,590−6.6% | Reduced |
| Monument Capital Management | 22,665 | $2.91M | 0.59% | +710+3.2% | Added |
| Wellington Shields & Co., LLC | 22,666 | $2.91M | 0.65% | −600−2.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 22,675 | $2.91M | 0.76% | −1,054−4.4% | Reduced |
| Key Financial Inc | 22,676 | $2.91M | 0.48% | −2,536−10.1% | Reduced |
| Callahan Advisors, LLC | 22,700 | $2.92M | 0.22% | −702−3.0% | Reduced |
| MMBG Investment Advisors Co. | 22,563 | $2.92M | 0.23% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 22,719 | $2.92M | 0.29% | −80,267−77.9% | Reduced |
| Brown Miller Wealth Management, LLC | 22,736 | $2.92M | 0.74% | 00.0% | Unchanged |
| Berkshire Bank | 22,741 | $2.92M | 0.56% | −2,553−10.1% | Reduced |
| MV Capital Management, Inc. | 22,792 | $2.93M | 0.26% | −359−1.6% | Reduced |
| Optimist Retirement Group LLC | 22,801 | $2.93M | 1.13% | −39−0.2% | Reduced |
| Mystic Asset Management, Inc. | 22,899 | $2.94M | 0.63% | −1,546−6.3% | Reduced |
| Sumitomo Life Insurance Co | 22,968 | $2.95M | 0.05% | −1,327−5.5% | Reduced |
| Journey Advisory Group, LLC | 23,149 | $2.97M | 0.23% | −540−2.3% | Reduced |
| Deseret Mutual Benefit Administrators | 23,182 | $2.98M | 0.97% | −2,898−11.1% | Reduced |
| OmniStar Financial Group, Inc. | 23,190 | $2.98M | 1.37% | +1,804+8.4% | Added |
| Flavin Financial Services, Inc. | 23,296 | $2.99M | 1.71% | +3,163+15.7% | Added |
| Lawood & Co | 23,298 | $2.99M | 2.03% | −145−0.6% | Reduced |
| Precedent Wealth Partners, LLC | 23,322 | $3.00M | 0.50% | +572+2.5% | Added |
| Marathon Capital Management | 23,351 | $3.00M | 0.61% | −334−1.4% | Reduced |
| Cigna Investments Inc | 23,473 | $3.02M | 0.39% | −203−0.9% | Reduced |
| Broderick Brian C | 23,484 | $3.02M | 0.47% | +1,234+5.5% | Added |
| Checchi Capital Advisers, LLC | 23,506 | $3.02M | 0.19% | −279−1.2% | Reduced |
| IAM Advisory, LLC | 23,515 | $3.02M | 0.59% | +278+1.2% | Added |
| Zhang Financial LLC | 23,571 | $3.03M | 0.09% | +322+1.4% | Added |
| Allen Wealth Management, LLC | 23,602 | $3.03M | 1.48% | −1,593−6.3% | Reduced |
| Brendel Financial Advisors LLC | 23,668 | $3.04M | 1.41% | 00.0% | Unchanged |
| Davis R M Inc | 23,586 | $3.05M | 0.05% | −809−3.3% | Reduced |
| Massachusetts Wealth Management | 23,717 | $3.05M | 1.16% | +110+0.5% | Added |
| Catalyst Funds Management Pty Ltd | 23,750 | $3.05M | 0.17% | +20,134+556.8% | Added |
| Ellevest, Inc. | 23,926 | $3.05M | 0.36% | +349+1.5% | Added |
| Bridgewater Advisors Inc. | 23,905 | $3.05M | 0.17% | +96+0.4% | Added |
| Madison Asset Management, LLC | 23,786 | $3.06M | 0.04% | −105−0.4% | Reduced |
| Bull Harbor Capital LLC | 23,810 | $3.06M | 0.60% | +119+0.5% | Added |
| Forum Finance Group S.A. | 29,485 | $3.06M | 1.10% | +1,705+6.1% | Added |
| WCG Wealth Advisors LLC | 23,852 | $3.07M | 0.07% | +144+0.6% | Added |
| Nations Financial Group Inc, | 23,911 | $3.07M | 0.15% | +478+2.0% | Added |
| Harbor Advisory Corp | 23,912 | $3.07M | 0.82% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 23,933 | $3.08M | 0.12% | +2,541+11.9% | Added |
| Cornerstone Wealth Group, LLC | 23,956 | $3.08M | 0.18% | +564+2.4% | Added |
| Capital Asset Advisory Services LLC | 23,955 | $3.08M | 0.11% | +1,715+7.7% | Added |
| Smith, Moore & Co. | 23,976 | $3.08M | 0.20% | −1,997−7.7% | Reduced |