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 |
|---|---|---|---|---|---|
| Lynx Capital Group Ltd | 27,879 | $3.58M | 1.45% | −75−0.3% | Reduced |
| Nicolet Bankshares Inc | 28,130 | $3.59M | 0.11% | +444+1.6% | Added |
| SNS Financial Group, LLC | 27,952 | $3.59M | 0.07% | +17,436+165.8% | Added |
| Means Investment Co., Inc. | 27,981 | $3.60M | 0.27% | −43−0.2% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 27,981 | $3.60M | 0.17% | −1,644−5.5% | Reduced |
| Cornerstone Planning, LLC | 28,026 | $3.60M | 0.83% | +254+0.9% | Added |
| PW Nova Financial Services LLC | 28,064 | $3.61M | 0.77% | −317−1.1% | Reduced |
| Paradigm Capital Management, LLC | 28,084 | $3.61M | 3.10% | −2,385−7.8% | Reduced |
| BigSur Wealth Management LLC | 27,960 | $3.62M | 0.87% | −3,000−9.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 28,151 | $3.62M | 0.04% | −232−0.8% | Reduced |
| Malaga Cove Capital, LLC | 28,235 | $3.63M | 1.16% | −456−1.6% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,243 | $3.63M | 1.13% | −920−3.2% | Reduced |
| Essex Savings Bank | 28,245 | $3.63M | 0.78% | −36−0.1% | Reduced |
| Accurate Wealth Management, LLC | 29,492 | $3.64M | 0.35% | +2,553+9.5% | Added |
| Keebeck Wealth Management, LLC | 28,212 | $3.65M | 0.36% | −2,869−9.2% | Reduced |
| Prudent Man Advisors, LLC | 28,446 | $3.66M | 0.84% | +3,198+12.7% | Added |
| Addison Capital Co | 28,505 | $3.66M | 0.60% | −1,241−4.2% | Reduced |
| CMH Wealth Management LLC | 28,358 | $3.67M | 0.56% | +537+1.9% | Added |
| Heritage Wealth Management, Inc. | 28,609 | $3.68M | 0.92% | −30−0.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 28,659 | $3.68M | 0.21% | −1,455−4.8% | Reduced |
| Community Financial Services Group, LLC | 29,385 | $3.68M | 0.54% | −128−0.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 28,670 | $3.68M | 0.42% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 28,730 | $3.69M | 1.15% | +3,153+12.3% | Added |
| Newman Dignan & Sheerar, Inc. | 28,738 | $3.69M | 0.71% | −64−0.2% | Reduced |
| Harvey Investment Co LLC | 28,754 | $3.69M | 0.40% | −500−1.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 28,760 | $3.70M | 0.07% | −292−1.0% | Reduced |
| Kovack Advisors, Inc. | 29,013 | $3.70M | 0.18% | −8,754−23.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 28,812 | $3.70M | 0.41% | −5,906−17.0% | Reduced |
| Werlinich Asset Management, LLC | 28,835 | $3.71M | 1.42% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 28,910 | $3.71M | 0.48% | −138−0.5% | Reduced |
| Dearborn Partners LLC | 28,921 | $3.72M | 0.21% | −6,122−17.5% | Reduced |
| Legacy Financial Advisors, Inc. | 28,939 | $3.72M | 0.45% | +828+2.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 28,968 | $3.72M | 0.20% | +2,215+8.3% | Added |
| Intrust Bank NA | 28,996 | $3.73M | 0.28% | +632+2.2% | Added |
| Ameritas Advisory Services, LLC | 29,071 | $3.74M | 0.08% | +9,540+48.8% | Added |
| Glass Wealth Management Co LLC | 29,119 | $3.74M | 1.25% | +465+1.6% | Added |
| Peak Retirement Planning, Inc. | 29,248 | $3.76M | 0.60% | +7,649+35.4% | Added |
| Gould Capital, LLC | 29,265 | $3.76M | 2.10% | +229+0.8% | Added |
| E Fund Management Co., Ltd. | 29,310 | $3.77M | 0.08% | +897+3.2% | Added |
| Chilton Capital Management LLC | 29,329 | $3.77M | 0.12% | +95+0.3% | Added |
| VCI Wealth Management LLC | 29,344 | $3.77M | 0.95% | +809+2.8% | Added |
| Syon Capital LLC | 29,362 | $3.77M | 0.16% | +3,692+14.4% | Added |
| National Asset Management, Inc. | 29,226 | $3.78M | 0.21% | −1,838−5.9% | Reduced |
| Central Bank & Trust Co | 29,437 | $3.78M | 0.54% | +186+0.6% | Added |
| Prevail Innovative Wealth Advisors, LLC | 29,458 | $3.79M | 0.56% | +9,145+45.0% | Added |
| Walter & Keenan Financial Consulting Co | 29,479 | $3.79M | 0.94% | +54+0.2% | Added |
| Broadwater Capital Management LLC | 29,582 | $3.80M | 2.76% | −250−0.8% | Reduced |
| Rehmann Capital Advisory Group | 29,611 | $3.81M | 0.17% | +453+1.6% | Added |
| Diversify Wealth Management, LLC | 29,135 | $3.81M | 0.06% | +2,558+9.6% | Added |
| Diversify Advisory Services, LLC | 29,135 | $3.81M | 0.06% | +29,135 | New |
| A. D. Beadell Investment Counsel, Inc. | 29,714 | $3.82M | 2.44% | −299−1.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 29,663 | $3.83M | 0.23% | +22,595+319.7% | Added |
| Cordatus Wealth Management LLC | 29,906 | $3.84M | 0.84% | −166−0.6% | Reduced |
| Eagle Rock Investment Company, LLC | 29,913 | $3.84M | 0.48% | −90−0.3% | Reduced |
| Shoker Investment Counsel, Inc. | 29,948 | $3.85M | 0.97% | +1,376+4.8% | Added |
| Dean Investment Associates, LLC | 29,970 | $3.85M | 0.51% | −2,007−6.3% | Reduced |
| Capital Investment Advisory Services, LLC | 29,988 | $3.85M | 0.24% | +1,464+5.1% | Added |
| PKO Investment Management Joint-Stock Co | 30,000 | $3.85M | 0.28% | +1,000+3.4% | Added |
| Allegheny Financial Group LTD | 30,018 | $3.86M | 0.41% | +307+1.0% | Added |
| Cito Capital Group, LLC | 29,864 | $3.86M | 1.04% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 30,088 | $3.87M | 0.52% | −1,550−4.9% | Reduced |
| Bridgewater Associates, LP | 30,254 | $3.89M | 0.02% | +30,254 | New |
| Belpointe Asset Management LLC | 30,259 | $3.89M | 0.13% | +3,591+13.5% | Added |
| S-Bank Fund Management Ltd | 30,426 | $3.91M | 0.53% | +450+1.5% | Added |
| Conscious Wealth Investments, LLC | 31,066 | $3.92M | 2.02% | +31,066 | New |
| Albion Financial Group | 30,544 | $3.92M | 0.23% | +239+0.8% | Added |
| Alpha Omega Wealth Management LLC | 30,580 | $3.93M | 0.60% | −2,163−6.6% | Reduced |
| Coastline Trust Co | 30,609 | $3.93M | 0.35% | −3,174−9.4% | Reduced |
| Parcion Private Wealth LLC | 30,676 | $3.94M | 0.22% | +613+2.0% | Added |
| Independence Bank of Kentucky | 30,740 | $3.95M | 0.45% | −4,030−11.6% | Reduced |
| Legato Capital Management LLC | 30,800 | $3.96M | 0.33% | −3,124−9.2% | Reduced |
| Arvest Investments, Inc. | 30,803 | $3.96M | 0.48% | +2,198+7.7% | Added |
| South State Corp. | 30,874 | $3.97M | 0.17% | +638+2.1% | Added |
| IFP Advisors, Inc | 30,895 | $3.97M | 0.07% | +1,202+4.0% | Added |
| Kathmere Capital Management, LLC | 30,944 | $3.98M | 0.21% | +1,987+6.9% | Added |
| Providence Capital Advisors, LLC | 30,948 | $3.98M | 0.60% | +4,849+18.6% | Added |
| DT Investment Partners, LLC | 30,995 | $3.98M | 0.30% | +334+1.1% | Added |
| Quadrant Private Wealth Management, LLC | 30,878 | $3.99M | 0.89% | −49−0.2% | Reduced |
| MainStreet Investment Advisors LLC | 31,131 | $4.00M | 0.54% | +386+1.3% | Added |
| Hudock, Inc. | 31,152 | $4.00M | 0.51% | −70.0% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 31,173 | $4.01M | 0.64% | +21,173+211.7% | Added |
| PFG Advisors | 31,306 | $4.02M | 0.20% | +2,242+7.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 31,340 | $4.03M | 0.29% | −77,810−71.3% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 31,358 | $4.03M | 1.37% | −1,684−5.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 31,365 | $4.03M | 3.10% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 31,382 | $4.03M | 0.28% | −25−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 31,533 | $4.05M | 0.16% | +360+1.2% | Added |
| Western Wealth Management, LLC | 31,663 | $4.07M | 0.13% | −315−1.0% | Reduced |
| Herold Advisors, Inc. | 31,620 | $4.07M | 0.80% | −36−0.1% | Reduced |
| Stolper Co | 31,675 | $4.07M | 1.05% | +24,128+319.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $4.08M | 1.13% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 31,697 | $4.10M | 0.20% | +521+1.7% | Added |
| McMillan Office, Inc. | 31,930 | $4.10M | 0.47% | −40−0.1% | Reduced |
| Banque Transatlantique SA | 35,317 | $4.10M | 0.09% | +1,986+6.0% | Added |
| Pathway Financial Advisers, LLC | 32,011 | $4.11M | 1.04% | +521+1.7% | Added |
| VestGen Advisors, LLC | 32,161 | $4.13M | 0.12% | +1,057+3.4% | Added |
| Carolina Wealth Advisors, LLC | 32,171 | $4.13M | 1.62% | −15,954−33.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 32,254 | $4.14M | 0.01% | +13,376+70.9% | Added |
| GSB Wealth Management, LLC | 32,342 | $4.16M | 0.83% | −377−1.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 32,419 | $4.17M | 1.87% | +1,650+5.4% | Added |