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; 3,854 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
- Institutional holders
- 3,854
- +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
54 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 | 3,854 | $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 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| E Fund Management (Hong Kong) Co., Ltd. | 939 | $120.7K | 0.04% | +510+118.9% | Added |
| Kroeger Financial Partners | 950 | $122.1K | 0.12% | +950 | New |
| Spectrum Wealth Advisory Group, LLC | 952 | $122.3K | 0.03% | +952 | New |
| Holos Integrated Wealth LLC | 951 | $122.5K | 0.06% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 956 | $122.9K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 957 | $123.0K | 0.09% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 965 | $124.0K | 0.10% | +143+17.4% | Added |
| Ogorek Anthony Joseph | 980 | $125.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 1,000 | $125.4K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 981 | $126.1K | 0.01% | +2+0.2% | Added |
| Signature Equity Partners, LLC | 1,008 | $129.5K | 0.06% | −1,462−59.2% | Reduced |
| Midway Capital Research & Management | 1,009 | $129.7K | 0.10% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1,013 | $130.2K | 0.07% | +50+5.2% | Added |
| McGuire Capital Advisors Inc | 1,025 | $131.7K | 0.07% | −1,960−65.7% | Reduced |
| Ares Financial Consulting, LLC | 1,030 | $132.4K | 0.09% | +53+5.4% | Added |
| Bare Financial Services, Inc | 1,030 | $132.4K | 0.03% | −17−1.6% | Reduced |
| Dogwood Wealth Management LLC | 1,030 | $132.4K | 0.05% | −97−8.6% | Reduced |
| Centerpoint Advisors, LLC | 1,035 | $133.0K | 0.04% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 1,043 | $134.0K | 0.02% | +96+10.1% | Added |
| Comprehensive Financial Planning, Inc. | 1,045 | $134.2K | 0.07% | +1+0.1% | Added |
| CGC Financial Services, LLC | 1,045 | $134.3K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,051 | $135.1K | 0.04% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,059 | $136.1K | 0.04% | +7+0.7% | Added |
| Riverview Trust Co | 1,080 | $138.8K | 0.17% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,114 | $143.1K | 0.02% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,116 | $143.4K | 0.11% | −592−34.7% | Reduced |
| PlanVest Financial, Inc | 1,123 | $144.3K | 0.10% | +2+0.2% | Added |
| Essex Investment Management Co LLC | 1,132 | $145.5K | 0.02% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1,140 | $146.5K | 0.11% | +27+2.4% | Added |
| Vision Financial Markets LLC | 1,186 | $149.3K | 0.13% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1,162 | $149.3K | 0.02% | +109+10.4% | Added |
| Dynamic Wealth Strategies, LLC | 1,198 | $153.9K | 0.08% | −24−2.0% | Reduced |
| ESL Trust Services, LLC | 1,200 | $154.2K | 0.03% | 00.0% | Unchanged |
| Index Technologies Group LLC | 1,206 | $155.0K | 0.12% | +1,206 | New |
| Cedar Mountain Advisors, LLC | 1,215 | $156.2K | 0.03% | +297+32.4% | Added |
| Allied Private Wealth LLC | 1,260 | $158.8K | 0.10% | +1,260 | New |
| Ritter Daniher Financial Advisory LLC | 1,257 | $161.6K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,287 | $165.4K | 0.04% | +174+15.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,290 | $165.8K | 0.01% | −352−21.4% | Reduced |
| Covestor Ltd | 1,294 | $166.0K | 0.10% | −519−28.6% | Reduced |
| Bayforest Capital Ltd | 1,319 | $169.5K | 0.16% | +1,319 | New |
| Twin Lakes Capital Management, LLC | 1,328 | $170.7K | 0.07% | +3+0.2% | Added |
| Fourth Dimension Wealth, LLC | 1,329 | $170.8K | 0.05% | +330+33.0% | Added |
| Vermillion Wealth Management, Inc. | 1,359 | $174.7K | 0.04% | −140−9.3% | Reduced |
| Fountainhead AM, LLC | 1,376 | $176.8K | 0.13% | −32−2.3% | Reduced |
| Syntax Research, Inc. | 1,381 | $177.5K | 0.13% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,391 | $178.8K | 0.08% | +10+0.7% | Added |
| Marathon Trading Investment Management LLC | 1,400 | $179.9K | 0.02% | −521−27.1% | Reduced |
| Blume Capital Management, Inc. | 1,400 | $179.9K | 0.03% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1,425 | $183.1K | 0.10% | +1,416+15,733.3% | Added |
| Kerr Financial Planning Corp | 1,459 | $187.4K | 0.21% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,468 | $188.6K | 0.05% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,478 | $189.9K | 0.13% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,478 | $190.0K | 0.11% | −4−0.3% | Reduced |
| N10 Assets, LLC | 1,488 | $191.2K | 0.08% | +1,488 | New |
| Pacifica Partners Inc. | 1,482 | $192.0K | 0.06% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,500 | $192.7K | 0.09% | −310−17.1% | Reduced |
| Evergreen Private Wealth LLC | 1,503 | $193.2K | 0.07% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,511 | $194.1K | 0.14% | −341−18.4% | Reduced |
| Provenance Wealth Advisors, LLC | 1,532 | $196.9K | 0.02% | +1,322+629.5% | Added |
| Viewpoint Capital Management LLC | 1,532 | $196.9K | 0.10% | −2,012−56.8% | Reduced |
| Ledgewood Wealth Advisors, LLC | 1,560 | $200.5K | 0.11% | +1,560 | New |
| First Hawaiian Bank | 1,561 | $200.6K | 0.03% | +1,561 | New |
| McMahon Financial Advisors, LLC | 1,564 | $201.0K | 0.03% | +1,564 | New |
| Zevenbergen Capital Investments LLC | 1,565 | $201.1K | 0.00% | +1,565 | New |
| GenTrust, LLC | 1,555 | $201.2K | 0.01% | −6,652−81.1% | Reduced |
| Signature Resources Capital Management, LLC | 1,570 | $201.7K | 0.08% | +28+1.8% | Added |
| Cardinal Strategic Wealth Guidance | 1,573 | $202.1K | 0.05% | −130−7.6% | Reduced |
| First Community Trust NA | 1,575 | $202.4K | 0.09% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1,576 | $202.5K | 0.09% | −93−5.6% | Reduced |
| ERn Financial, LLC | 1,577 | $202.6K | 0.03% | +1,577 | New |
| Sanders Morris Harris LLC | 1,578 | $202.8K | 0.12% | −4,249−72.9% | Reduced |
| PSI Advisors, LLC | 1,583 | $203.4K | 0.05% | −235−12.9% | Reduced |
| Cascade Investment Group, Inc. | 1,587 | $203.9K | 0.11% | −186−10.5% | Reduced |
| Holistic Financial Partners | 1,590 | $204.3K | 0.12% | −1,229−43.6% | Reduced |
| Next Capital Management LLC | 1,591 | $204.4K | 0.06% | −148−8.5% | Reduced |
| U S Wealth Group, LLC. | 1,596 | $205.1K | 0.12% | +1,596 | New |
| 1 North Wealth Services LLC | 1,597 | $205.2K | 0.07% | 00.0% | Unchanged |
| Tenon Financial LLC | 1,598 | $205.3K | 0.07% | +1,598 | New |
| High Point Wealth Management, LLC | 1,601 | $205.7K | 0.17% | −58−3.5% | Reduced |
| Invesco, LLC | 1,603 | $206.0K | 0.06% | −175−9.8% | Reduced |
| Arbor Investment Advisors, LLC | 1,605 | $206.2K | 0.02% | +1,605 | New |
| Christian Investment Advisors, Inc. | 1,608 | $206.6K | 0.12% | +1,608 | New |
| Bernard Wealth Management Corp. | 1,608 | $206.6K | 0.08% | 00.0% | Unchanged |
| jvl associates llc | 1,609 | $206.8K | 0.06% | +1,609 | New |
| Envision Financial Planning, LLC | 1,610 | $206.9K | 0.07% | −113−6.6% | Reduced |
| Warburton Capital Management, LLC | 1,611 | $207.0K | 0.08% | +1,611 | New |
| Blackhawk Capital Partners LLC. | 1,611 | $207.0K | 0.07% | +1,611 | New |
| OakTrust Wealth Advisors, LLC | 1,612 | $207.1K | 0.18% | +1,612 | New |
| Estate Planners Group, LLC | 1,612 | $207.2K | 0.09% | +1,612 | New |
| GGM Financials LLC | 1,615 | $207.5K | 0.08% | +12+0.7% | Added |
| Arcus Capital Partners, LLC | 1,615 | $207.5K | 0.09% | +1,615 | New |
| Bearing Point Capital, LLC | 1,620 | $208.2K | 0.03% | +1,620 | New |
| Emergent Wealth Advisors, LLC | 1,506 | $208.6K | 0.11% | −246−14.0% | Reduced |
| EPG Wealth Management LLC | 1,624 | $208.6K | 0.05% | −85−5.0% | Reduced |
| Tannin Capital LLC | 1,625 | $208.8K | 0.14% | −248−13.2% | Reduced |
| Advisory Solutions Group, LLC | 1,626 | $209.0K | 0.07% | +1,626 | New |
| FPC Investment Advisory, Inc. | 1,642 | $209.4K | 0.10% | +1,642 | New |
| AA Financial Advisors, LLC | 1,630 | $209.5K | 0.03% | +1,630 | New |
| West Wealth Group, LLC | 1,633 | $209.8K | 0.03% | +1,633 | New |