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 |
|---|---|---|---|---|---|
| Cahaba Wealth Management, Inc. | 2,305 | $296.2K | 0.02% | +25+1.1% | Added |
| Sandy Cove Advisors, LLC | 2,309 | $296.7K | 0.07% | +157+7.3% | Added |
| Geometric Wealth Advisors | 2,311 | $297.0K | 0.03% | +111+5.0% | Added |
| Hutchinson Capital Management | 2,318 | $297.9K | 0.05% | −17−0.7% | Reduced |
| Integrated Wealth Management | 2,322 | $298.3K | 0.32% | −71−3.0% | Reduced |
| Private Capital Management, LLC | 2,325 | $298.8K | 0.03% | 00.0% | Unchanged |
| Lexington Hill Partners, LLC | 2,328 | $299.1K | 0.15% | +2,328 | New |
| Twin Peaks Wealth Advisors, LLC | 2,328 | $299.1K | 0.07% | +108+4.9% | Added |
| Hobbs Group Advisors, LLC | 2,330 | $299.3K | 0.08% | +2+0.1% | Added |
| Centerpoint Advisory Group | 2,331 | $299.5K | 0.19% | +519+28.6% | Added |
| Northstar Advisory Group, LLC | 2,331 | $299.6K | 0.09% | +10.0% | Added |
| Cogent Private Wealth, Inc. | 2,333 | $299.8K | 0.19% | +73+3.2% | Added |
| Family Wealth Partners, LLC | 2,340 | $300.7K | 0.09% | +10+0.4% | Added |
| REAP Financial Group, LLC | 2,341 | $300.8K | 0.05% | −109−4.4% | Reduced |
| Chapman Financial Group, LLC | 2,343 | $301.1K | 0.20% | −200−7.9% | Reduced |
| Cypress Point Wealth Management, LLC | 2,343 | $301.1K | 0.06% | −540−18.7% | Reduced |
| Independent Wealth Network Inc. | 2,346 | $301.5K | 0.08% | −63−2.6% | Reduced |
| Invst, LLC | 2,350 | $302.0K | 0.03% | −137−5.5% | Reduced |
| Wayfinding Financial, LLC | 2,337 | $302.0K | 0.11% | +30+1.3% | Added |
| Elevated Capital Advisors, LLC | 2,351 | $302.1K | 0.08% | −89−3.6% | Reduced |
| Avid Wealth Partners LLC | 2,352 | $302.4K | 0.15% | +53+2.3% | Added |
| Grant Private Wealth Management Inc | 2,355 | $302.6K | 0.13% | −50−2.1% | Reduced |
| Aspen Capital Management, LLC | 2,357 | $302.9K | 0.07% | 00.0% | Unchanged |
| Guardian Capital, LLC | 2,360 | $303.2K | 0.25% | −783−24.9% | Reduced |
| Holland Advisory Services, Inc. | 2,360 | $303.3K | 0.33% | 00.0% | Unchanged |
| North Forty Two & Co. | 2,362 | $303.5K | 0.26% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 2,364 | $303.8K | 0.08% | −62−2.6% | Reduced |
| Chickasaw Capital Management LLC | 2,363 | $304.0K | 0.01% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 2,367 | $304.2K | 0.11% | 00.0% | Unchanged |
| Englebert Financial Advisers, LLC | 2,373 | $304.9K | 0.30% | −496−17.3% | Reduced |
| Charter Capital Management, LLC | 2,374 | $305.0K | 0.14% | −2−0.1% | Reduced |
| Coquina Private Wealth LLC | 2,375 | $305.2K | 0.21% | −39−1.6% | Reduced |
| Northbridge Financial Group, LLC | 2,376 | $305.3K | 0.12% | +30+1.3% | Added |
| Hobart Private Capital, LLC | 2,378 | $305.5K | 0.05% | +159+7.2% | Added |
| Tribridge Partners Financial LLC | 2,340 | $306.0K | 0.12% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,386 | $306.6K | 0.14% | −45−1.9% | Reduced |
| Riverstone Advisors, LLC | 2,394 | $307.6K | 0.13% | +155+6.9% | Added |
| Cohen & Steers, Inc. | 2,400 | $308.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 2,397 | $308.0K | 0.03% | +2,397 | New |
| ShankerValleau Wealth Advisors, Inc. | 2,407 | $309.3K | 0.08% | 00.0% | Unchanged |
| Santori & Peters | 2,408 | $309.4K | 0.09% | +23+1.0% | Added |
| Bay Rivers Group | 2,408 | $309.4K | 0.11% | +403+20.1% | Added |
| Alessandra Capital Management, LLC | 2,410 | $309.7K | 0.22% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 2,413 | $310.1K | 0.14% | −87−3.5% | Reduced |
| Pacitti Group Inc. | 2,404 | $310.1K | 0.10% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 2,413 | $310.1K | 0.14% | +10.0% | Added |
| Wealthedge Investment Advisors, LLC | 2,418 | $310.8K | 0.11% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 2,424 | $311.5K | 0.11% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 2,427 | $311.9K | 0.12% | +17+0.7% | Added |
| Brio Consultants, LLC | 2,428 | $312.0K | 0.04% | +202+9.1% | Added |
| Aletheian Wealth Advisors LLC | 2,428 | $312.0K | 0.13% | +436+21.9% | Added |
| Banque de Luxembourg S.A. | 2,436 | $313.0K | 0.15% | −506−17.2% | Reduced |
| Panoramic Capital Partners, LLC | 2,436 | $313.0K | 0.15% | +459+23.2% | Added |
| Pine Harbor Wealth Management, LLC | 2,437 | $313.1K | 0.08% | +2+0.1% | Added |
| Haven Private, LLC | 2,444 | $314.1K | 0.12% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,449 | $314.7K | 0.02% | −91−3.6% | Reduced |
| Birchbrook, Inc. | 2,450 | $314.8K | 0.15% | −130−5.0% | Reduced |
| Cooper/Haims Advisors, LLC | 2,450 | $314.8K | 0.14% | 00.0% | Unchanged |
| Asset Planning,Inc | 2,452 | $315.1K | 0.20% | +25+1.0% | Added |
| Investment Research & Advisory Group, Inc. | 2,399 | $315.2K | 0.10% | −3,822−61.4% | Reduced |
| Granville Capital, Inc. | 2,458 | $315.9K | 0.14% | +35+1.4% | Added |
| Inspire Advisors, LLC | 2,474 | $316.3K | 0.02% | −72−2.8% | Reduced |
| Custom Index Systems, LLC | 2,465 | $316.8K | 0.11% | +6+0.2% | Added |
| Academy Capital Management Inc | 2,469 | $317.3K | 0.04% | 00.0% | Unchanged |
| Wealth Analytics Partners, LLC | 2,627 | $317.3K | 0.12% | +34+1.3% | Added |
| CWS Financial Advisors, LLC | 2,472 | $317.7K | 0.07% | +246+11.1% | Added |
| Motive Wealth Advisors | 2,473 | $317.8K | 0.13% | +240+10.7% | Added |
| Fieldview Capital Management, LLC | 2,481 | $318.8K | 0.09% | +2,481 | New |
| Verdad Advisers, LP | 2,483 | $319.1K | 0.31% | −3,177−56.1% | Reduced |
| American Trust Investment Advisors, LLC | 2,483 | $319.1K | 0.16% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,493 | $320.0K | 0.02% | +2,493 | New |
| Private Wealth Management Group, LLC | 2,491 | $320.1K | 0.07% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,542 | $320.2K | 0.10% | −23−0.9% | Reduced |
| WealthShield Partners, LLC | 2,477 | $320.4K | 0.05% | −3,451−58.2% | Reduced |
| Quad-Cities Investment Group, LLC | 2,495 | $320.6K | 0.12% | +3+0.1% | Added |
| FSA Advisors, Inc. | 2,497 | $320.6K | 0.15% | +400+19.1% | Added |
| Spartan Wealth Advisory Services LLC | 2,497 | $320.8K | 0.03% | −67−2.6% | Reduced |
| Harvey Capital Management Inc | 2,497 | $320.9K | 0.07% | −3−0.1% | Reduced |
| Quaker Wealth Management, LLC | 2,499 | $321.2K | 0.09% | +141+6.0% | Added |
| Independent Investors Inc | 2,500 | $321.3K | 0.06% | 00.0% | Unchanged |
| Waycross Partners, LLC | 2,500 | $321.3K | 0.03% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 2,500 | $321.3K | 0.12% | 00.0% | Unchanged |
| J.E. Simmons & Co., P.C. | 2,503 | $321.6K | 0.18% | −21−0.8% | Reduced |
| Sonoma Allocations LLC | 2,548 | $322.6K | 0.14% | +2,548 | New |
| Osterweis Capital Management Inc | 2,511 | $322.7K | 0.02% | −1,672−40.0% | Reduced |
| Pzena Investment Management LLC | 2,511 | $322.7K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,518 | $323.6K | 0.08% | 00.0% | Unchanged |
| Reik & Co., LLC | 2,522 | $324.1K | 0.08% | −392−13.5% | Reduced |
| Triune Financial Partners, LLC | 2,526 | $324.6K | 0.07% | +42+1.7% | Added |
| Atwater Malick LLC | 2,527 | $324.7K | 0.07% | +704+38.6% | Added |
| Richardson Financial Services Inc. | 2,529 | $325.0K | 0.18% | +278+12.4% | Added |
| Acorns Advisers, LLC | 2,527 | $325.0K | 0.00% | +48+1.9% | Added |
| Guardian Partners Inc. | 2,532 | $325.4K | 0.03% | −10,352−80.3% | Reduced |
| Fortune Financial Advisors, LLC | 2,535 | $325.7K | 0.14% | 00.0% | Unchanged |
| V2 Financial group LLC | 2,537 | $326.0K | 0.12% | +722+39.8% | Added |
| Sonata Capital Group Inc | 2,539 | $326.2K | 0.11% | −288−10.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 2,544 | $326.8K | 0.07% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 2,647 | $327.0K | 0.05% | +607+29.8% | Added |
| Marks Group Wealth Management, Inc | 2,546 | $327.2K | 0.03% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,548 | $327.4K | 0.06% | −185−6.8% | Reduced |