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 |
|---|---|---|---|---|---|
| Strategic Family Wealth Counselors, L.L.C. | 2,806 | $360.6K | 0.08% | −23−0.8% | Reduced |
| Osborne Partners Capital Management, LLC | 2,811 | $361.2K | 0.02% | +400+16.6% | Added |
| Bank of Nova Scotia Trust Co | 2,811 | $361.2K | 0.03% | −3,627−56.3% | Reduced |
| Evansbrook LLC | 2,813 | $361.5K | 0.22% | +446+18.8% | Added |
| TFB Advisors LLC | 2,814 | $361.6K | 0.16% | −10−0.4% | Reduced |
| Aspire Private Capital, LLC | 2,819 | $362.1K | 0.07% | −658−18.9% | Reduced |
| Agp Franklin, LLC | 2,822 | $362.6K | 0.16% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 2,825 | $363.0K | 0.18% | +2,825 | New |
| Grant Street Asset Management, Inc. | 2,829 | $363.6K | 0.06% | +709+33.4% | Added |
| Vantage Point Financial LLC | 2,831 | $363.8K | 0.11% | +90+3.3% | Added |
| Prosperitas Financial LLC | 2,835 | $364.3K | 0.12% | +585+26.0% | Added |
| AGH Wealth Advisors, LLC | 2,841 | $365.1K | 0.23% | +74+2.7% | Added |
| BKM Wealth Management, LLC | 2,845 | $365.6K | 0.13% | −9−0.3% | Reduced |
| Cooper Capital Advisors LLC | 2,854 | $366.7K | 0.16% | +2,854 | New |
| Wealth Quarterback LLC | 2,856 | $367.0K | 0.11% | −298−9.4% | Reduced |
| Chelsea Counsel Co | 2,840 | $367.4K | 0.16% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 2,862 | $367.8K | 0.06% | −8,363−74.5% | Reduced |
| Veratis Advisors, Inc. | 2,863 | $367.9K | 0.26% | +2,863 | New |
| Consilio Wealth Advisors, LLC | 2,867 | $368.5K | 0.09% | −11−0.4% | Reduced |
| Parvin Asset Management, LLC | 2,875 | $369.4K | 0.30% | −150−5.0% | Reduced |
| Panoramic Investment Advisors, LLC | 2,875 | $369.4K | 0.18% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 2,879 | $370.0K | 0.20% | −314−9.8% | Reduced |
| HBE Wealth Management, LLC | 2,882 | $370.3K | 0.27% | +17+0.6% | Added |
| Salomon & Ludwin, LLC | 2,954 | $370.3K | 0.03% | −68−2.3% | Reduced |
| Cedarwood Wealth LLC | 2,889 | $371.3K | 0.28% | +84+3.0% | Added |
| Horst & Graben Wealth Management LLC | 2,962 | $371.3K | 0.05% | +398+15.5% | Added |
| Braun-Bostich & Associates Inc. | 2,891 | $371.5K | 0.21% | −363−11.2% | Reduced |
| Grandview Asset Management LLC | 2,892 | $371.6K | 0.09% | +2+0.1% | Added |
| Vista Investment Partners II, LLC | 2,895 | $372.0K | 0.15% | −27−0.9% | Reduced |
| Cornerstone Wealth, LLC | 3,012 | $372.4K | 0.19% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,899 | $372.5K | 0.09% | +5+0.2% | Added |
| Kellett Schaffner Wealth Advisors LLC | 2,903 | $373.1K | 0.17% | +81+2.9% | Added |
| Prentiss Smith & Co Inc | 2,904 | $373.2K | 0.20% | −70−2.4% | Reduced |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 2,905 | $373.3K | 0.24% | +2,905 | New |
| ETF Store, Inc. | 2,910 | $373.9K | 0.31% | +15+0.5% | Added |
| River Street Advisors LLC | 2,923 | $375.6K | 0.11% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 2,925 | $375.9K | 0.10% | −55−1.8% | Reduced |
| Kaydan Wealth Management, Inc. | 2,925 | $375.9K | 0.11% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 2,927 | $376.1K | 0.09% | 00.0% | Unchanged |
| Henson-Edgewater Management, LLC | 2,835 | $376.8K | 0.20% | +870+44.3% | Added |
| Stirlingshire Investments, Inc. | 2,923 | $377.8K | 0.28% | −185−6.0% | Reduced |
| DMG Group, LLC | 2,940 | $377.8K | 0.26% | −10.0% | Reduced |
| Fortitude Family Office, LLC | 2,950 | $379.1K | 0.07% | +928+45.9% | Added |
| North Capital, Inc. | 2,957 | $379.9K | 0.29% | +37+1.3% | Added |
| Hudson Portfolio Management LLC | 2,961 | $380.5K | 0.29% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,964 | $380.9K | 0.19% | +20+0.7% | Added |
| Tamar Securities, LLC | 2,966 | $381.1K | 0.04% | +543+22.4% | Added |
| Vista Capital Partners, Inc. | 2,968 | $381.4K | 0.03% | +336+12.8% | Added |
| J. M. Brown & Associates Inc. | 2,974 | $382.2K | 0.22% | +2,974 | New |
| Cadent Capital Advisors, LLC | 2,978 | $382.7K | 0.08% | +18+0.6% | Added |
| Lifestyle Asset Management, Inc. | 2,979 | $382.8K | 0.10% | −10.0% | Reduced |
| E6 Portfolios, LLC | 2,981 | $383.1K | 0.31% | +582+24.3% | Added |
| TBH Global Asset Management, LLC | 2,984 | $383.5K | 0.07% | +408+15.8% | Added |
| Directional Asset Management | 2,985 | $383.6K | 0.37% | −33−1.1% | Reduced |
| SLT Holdings LLC | 2,987 | $383.8K | 0.24% | +2,987 | New |
| Aufman Associates Inc | 2,990 | $384.2K | 0.15% | −685−18.6% | Reduced |
| Monument Group Wealth Advisors, LLC | 4,935 | $384.5K | 0.18% | +2,405+95.1% | Added |
| Vista Investment Management | 2,993 | $384.6K | 0.12% | −37−1.2% | Reduced |
| CDKV Holdings LLC | 2,994 | $384.7K | 0.30% | 00.0% | Unchanged |
| Evanson Financial, LLC | 2,997 | $385.1K | 0.02% | +2,997 | New |
| Canvas Wealth Advisors, LLC | 2,978 | $385.2K | 0.05% | −12−0.4% | Reduced |
| Opal Wealth Advisors, LLC | 2,998 | $385.3K | 0.08% | +15+0.5% | Added |
| SummitTX Capital, L.P. | 3,000 | $385.5K | 0.01% | +3,000 | New |
| RWM Asset Management, LLC | 2,963 | $385.8K | 0.05% | −404−12.0% | Reduced |
| Wetzel Investment Advisors, Inc. | 2,983 | $385.9K | 0.13% | −421−12.4% | Reduced |
| Oakmont Advisory Group, LLC | 3,005 | $386.2K | 0.32% | +158+5.5% | Added |
| Cornerstone Planning Group LLC | 3,033 | $386.7K | 0.05% | +53+1.8% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,013 | $387.2K | 0.07% | +6+0.2% | Added |
| TrustBank | 3,013 | $387.2K | 0.13% | −42−1.4% | Reduced |
| Cascades Capital Asset Management, LLC | 3,016 | $387.5K | 0.14% | +4+0.1% | Added |
| Tilson Financial Group, Inc. | 3,020 | $388.1K | 0.11% | +89+3.0% | Added |
| Lorne Steinberg Wealth Management Inc. | 3,023 | $388.5K | 0.08% | 00.0% | Unchanged |
| Carson Advisory Inc. | 3,024 | $388.6K | 0.18% | +16+0.5% | Added |
| Westside Investment Management, Inc. | 3,026 | $388.9K | 0.05% | +10.0% | Added |
| Byrne Asset Management LLC | 3,027 | $389.0K | 0.21% | −10−0.3% | Reduced |
| KRS Capital Management, LLC | 3,029 | $389.2K | 0.18% | +19+0.6% | Added |
| Harrell Investment Partners, LLC | 3,030 | $389.4K | 0.08% | +5+0.2% | Added |
| August Group Capital Ltd | 3,033 | $389.7K | 0.43% | −20−0.7% | Reduced |
| FDx Advisors, Inc. | 3,036 | $390.0K | 0.12% | +346+12.9% | Added |
| Westfuller Advisors, LLC | 3,016 | $390.1K | 0.14% | −45−1.5% | Reduced |
| TriaGen Wealth Management LLC | 3,037 | $390.3K | 0.10% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 3,043 | $391.0K | 0.09% | −60−1.9% | Reduced |
| CPA Asset Management LLC | 3,048 | $391.7K | 0.11% | 00.0% | Unchanged |
| Balance Wealth, LLC | 3,051 | $392.0K | 0.10% | +9+0.3% | Added |
| Henderson Brothers Financial Partners, LLC | 3,051 | $392.1K | 0.19% | −3,164−50.9% | Reduced |
| Wilkerson Advisory Group LLC | 3,053 | $392.4K | 0.12% | −592−16.2% | Reduced |
| True Wealth Design, LLC | 3,064 | $393.7K | 0.09% | +75+2.5% | Added |
| Buckhead Capital Management LLC | 3,066 | $393.9K | 0.14% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 3,066 | $394.0K | 0.00% | +653+27.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,068 | $394.2K | 0.04% | +37+1.2% | Added |
| JMN Financial LLC | 3,048 | $394.2K | 0.31% | −286−8.6% | Reduced |
| BXM Wealth LLC | 3,073 | $394.9K | 0.21% | 00.0% | Unchanged |
| Whelan Financial | 3,078 | $395.5K | 0.11% | +216+7.5% | Added |
| Partners Wealth Management, LLC | 3,079 | $395.7K | 0.39% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 3,079 | $395.7K | 0.12% | +33+1.1% | Added |
| Mission Creek Capital Partners, Inc. | 3,080 | $395.8K | 0.07% | −380−11.0% | Reduced |
| Pin Oak Investment Advisors Inc | 3,079 | $396.0K | 0.28% | −187−5.7% | Reduced |
| TMB Capital Partners, LLC | 3,085 | $396.4K | 0.12% | −1,049−25.4% | Reduced |
| DB&C Advisors, LLC | 3,091 | $397.2K | 0.43% | +19+0.6% | Added |
| Knollwood Investment Advisory, LLC | 3,100 | $398.4K | 0.04% | 00.0% | Unchanged |