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: 53 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 |
|---|---|---|---|---|---|
| CFC Planning Co LLC | 23,994 | $3.08M | 1.82% | −1,121−4.5% | Reduced |
| MCF Advisors LLC | 23,882 | $3.08M | 0.11% | −427−1.8% | Reduced |
| Hayek Kallen Investment Management | 24,059 | $3.09M | 0.94% | +347+1.5% | Added |
| Counterweight Ventures, LLC | 24,081 | $3.09M | 1.54% | −1,005−4.0% | Reduced |
| Oakmont Investment Advisors, Inc. | 24,110 | $3.10M | 2.15% | +101+0.4% | Added |
| Naviter Wealth, LLC | 24,004 | $3.10M | 0.28% | +2,375+11.0% | Added |
| Northstar Group, Inc. | 24,202 | $3.11M | 0.40% | −44−0.2% | Reduced |
| AlTi Global, Inc. | 24,188 | $3.13M | 0.06% | +674+2.9% | Added |
| 3Chopt Investment Partners, LLC | 24,198 | $3.13M | 0.59% | +2,004+9.0% | Added |
| Marino, Stram & Associates LLC | 24,413 | $3.14M | 0.50% | −553−2.2% | Reduced |
| Fiduciary Group LLC | 24,429 | $3.14M | 0.25% | +385+1.6% | Added |
| Thompson Investment Management, Inc. | 24,470 | $3.14M | 0.36% | +17+0.1% | Added |
| Argent Advisors, Inc. | 24,547 | $3.15M | 0.79% | −211−0.9% | Reduced |
| Matrix Trust Co | 24,606 | $3.16M | 0.46% | −1,458−5.6% | Reduced |
| Univest Financial Corp | 24,610 | $3.16M | 0.16% | −429−1.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 24,621 | $3.16M | 0.28% | −84−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 24,511 | $3.17M | 0.46% | +607+2.5% | Added |
| P.A.W. Capital Corp | 24,715 | $3.18M | 2.43% | −950−3.7% | Reduced |
| Howe & Rusling Inc | 24,744 | $3.18M | 0.18% | +1,035+4.4% | Added |
| Old Point Trust & Financial Services N A | 24,771 | $3.18M | 0.97% | +1,313+5.6% | Added |
| International Assets Investment Management, LLC | 25,392 | $3.18M | 0.19% | −1,606−5.9% | Reduced |
| Stratos Wealth Advisors, LLC | 24,837 | $3.19M | 0.18% | +463+1.9% | Added |
| Ellis Investment Partners, LLC | 24,852 | $3.19M | 0.48% | −250−1.0% | Reduced |
| Cypress Capital, LLC | 24,880 | $3.20M | 0.87% | −751−2.9% | Reduced |
| Curbstone Financial Management Corp | 24,914 | $3.20M | 0.55% | +850+3.5% | Added |
| McKinley Carter Wealth Services, Inc. | 24,973 | $3.21M | 0.17% | +227+0.9% | Added |
| Jain Global LLC | 24,975 | $3.21M | 0.04% | −20,697−45.3% | Reduced |
| Truvestments Capital LLC | 25,027 | $3.22M | 0.48% | +811+3.3% | Added |
| Linden Thomas Advisory Services, LLC | 25,106 | $3.23M | 0.26% | +582+2.4% | Added |
| Parkside Financial Bank & Trust | 25,116 | $3.23M | 0.22% | −709−2.7% | Reduced |
| SageView Advisory Group, LLC | 25,250 | $3.24M | 0.11% | +1,929+8.3% | Added |
| SevenBridge Financial Group, LLC | 25,263 | $3.25M | 0.48% | −1,640−6.1% | Reduced |
| Huber Capital Management LLC | 25,293 | $3.25M | 0.48% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 25,298 | $3.25M | 0.12% | −1,286−4.8% | Reduced |
| McAdam, LLC | 25,372 | $3.26M | 0.13% | +1,376+5.7% | Added |
| AIMZ Investment Advisors, LLC | 25,475 | $3.27M | 0.90% | +151+0.6% | Added |
| Sterling Investment Advisors, Ltd. | 25,499 | $3.28M | 0.55% | −554−2.1% | Reduced |
| Aries Wealth Management | 25,514 | $3.28M | 0.64% | −18−0.1% | Reduced |
| Cornerstone Select Advisors, LLC | 25,523 | $3.28M | 1.38% | +2,762+12.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 25,603 | $3.29M | 0.40% | +2,213+9.5% | Added |
| BDF-Gestion | 42,451 | $3.29M | 0.98% | −4,773−10.1% | Reduced |
| Meridian Wealth Advisors, LLC | 25,697 | $3.30M | 0.38% | −20.0% | Reduced |
| First National Bank & Trust Co of Newtown | 25,369 | $3.30M | 0.67% | −809−3.1% | Reduced |
| LMG Wealth Partners, LLC | 25,729 | $3.31M | 0.53% | +642+2.6% | Added |
| Silvant Capital Management LLC | 25,811 | $3.32M | 0.10% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 25,863 | $3.32M | 0.40% | +264+1.0% | Added |
| Parr McKnight Wealth Management Group, LLC | 25,951 | $3.33M | 0.40% | +1,220+4.9% | Added |
| Armis Advisers, LLC | 26,444 | $3.35M | 0.31% | +329+1.3% | Added |
| First Financial Bank - Trust Division | 26,128 | $3.36M | 0.24% | +47+0.2% | Added |
| Nilsine Partners, LLC | 26,144 | $3.36M | 0.23% | −334−1.3% | Reduced |
| Burling Wealth Partners, LLC | 26,244 | $3.37M | 0.49% | −719−2.7% | Reduced |
| Charter Research & Investment Group, Inc. | 26,258 | $3.37M | 2.05% | 00.0% | Unchanged |
| Wellington Grp LLC | 26,263 | $3.37M | 0.89% | −19−0.1% | Reduced |
| LCNB Corp | 26,283 | $3.38M | 1.04% | −889−3.3% | Reduced |
| Little House Capital LLC | 26,318 | $3.38M | 0.76% | +842+3.3% | Added |
| Infrastructure Capital Advisors, LLC | 26,324 | $3.38M | 0.26% | +4,347+19.8% | Added |
| Regal Investment Advisors LLC | 26,367 | $3.39M | 0.18% | −493−1.8% | Reduced |
| Patten Group, Inc. | 26,376 | $3.39M | 0.53% | −940−3.4% | Reduced |
| KMG Fiduciary Partners, LLC | 26,379 | $3.39M | 0.31% | −26,888−50.5% | Reduced |
| Windward Capital Management Co | 26,382 | $3.39M | 0.26% | +290+1.1% | Added |
| ZWJ Investment Counsel Inc | 26,437 | $3.40M | 0.11% | +306+1.2% | Added |
| Red Spruce Capital, LLC | 26,440 | $3.40M | 1.18% | +347+1.3% | Added |
| Aaron Wealth Advisors | 26,456 | $3.40M | 0.17% | −733−2.7% | Reduced |
| EverSource Wealth Advisors, LLC | 26,464 | $3.40M | 0.11% | −4,568−14.7% | Reduced |
| Inscription Capital, LLC | 26,514 | $3.41M | 0.30% | +2,164+8.9% | Added |
| Bailard, Inc. | 26,669 | $3.43M | 0.07% | +2,160+8.8% | Added |
| Mogy Joel R Investment Counsel Inc | 26,683 | $3.43M | 0.20% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 26,467 | $3.43M | 0.23% | −130.0% | Reduced |
| Blue Fin Capital, Inc. | 26,735 | $3.44M | 0.50% | +110+0.4% | Added |
| Foundations Investment Advisors, LLC | 26,833 | $3.45M | 0.04% | +6,533+32.2% | Added |
| Main Street Financial Solutions, LLC | 26,862 | $3.45M | 0.22% | +272+1.0% | Added |
| Valmark Advisers, Inc. | 26,899 | $3.46M | 0.04% | −1,442−5.1% | Reduced |
| Victrix Investment Advisors | 26,958 | $3.46M | 1.45% | +2,244+9.1% | Added |
| American National Bank | 26,998 | $3.47M | 0.30% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 27,029 | $3.47M | 0.30% | −1,368−4.8% | Reduced |
| William B. Walkup & Associates, Inc. | 27,033 | $3.47M | 1.67% | +316+1.2% | Added |
| HBW Advisory Services LLC | 27,037 | $3.47M | 0.31% | +127+0.5% | Added |
| Chicago Capital, LLC | 27,111 | $3.48M | 0.08% | +55+0.2% | Added |
| Freestone Grove Partners LP | 27,158 | $3.49M | 0.02% | +27,158 | New |
| Prosperity Consulting Group, LLC | 27,182 | $3.49M | 0.13% | +1,550+6.0% | Added |
| Wedmont Private Capital | 28,290 | $3.49M | 0.10% | +2,429+9.4% | Added |
| Pettyjohn, Wood & White, Inc | 27,200 | $3.50M | 0.51% | −395−1.4% | Reduced |
| Essex LLC | 27,256 | $3.50M | 0.53% | +617+2.3% | Added |
| New England Research & Management, Inc. | 27,279 | $3.51M | 1.36% | +750+2.8% | Added |
| Waterloo Capital, L.P. | 27,308 | $3.51M | 0.20% | +238+0.9% | Added |
| Stelac Advisory Services LLC | 27,275 | $3.51M | 0.65% | −10,750−28.3% | Reduced |
| Ssa Swiss Advisors AG | 27,275 | $3.51M | 1.32% | −10,750−28.3% | Reduced |
| Archford Capital Strategies, LLC | 27,354 | $3.52M | 0.36% | −6,991−20.4% | Reduced |
| Wright Investors Service Inc | 27,422 | $3.52M | 0.96% | −506−1.8% | Reduced |
| Integrated Investment Consultants, LLC | 27,502 | $3.53M | 0.70% | −49−0.2% | Reduced |
| DoubleLine ETF Adviser LP | 27,527 | $3.54M | 1.46% | −3,383−10.9% | Reduced |
| Emerald Investment Advisers, LLC | 27,592 | $3.55M | 0.24% | +788+2.9% | Added |
| Capital International Sarl | 27,611 | $3.55M | 0.05% | +27,611 | New |
| Trust Asset Management LLC | 27,624 | $3.55M | 0.22% | −448−1.6% | Reduced |
| Garrett Investment Advisors LLC | 27,689 | $3.56M | 0.26% | −654−2.3% | Reduced |
| Employees Retirement System of Texas | 27,704 | $3.56M | 0.03% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 28,419 | $3.56M | 0.70% | +590+2.1% | Added |
| Harbor Capital Advisors, Inc. | 27,785 | $3.57M | 0.24% | −784−2.7% | Reduced |
| WESPAC Advisors, LLC | 27,798 | $3.57M | 1.74% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 29,762 | $3.58M | 0.15% | +2,034+7.3% | Added |