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: 11 institutions have reported holding MRK so far. See Q3 2026
- Institutional holders
- 3,855
- +95 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
- 213
- 1,635 more added
- Sold out
- 118
- 1,509 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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $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 |
|---|---|---|---|---|---|
| Investment House LLC | 55,020 | $7.07M | 0.32% | −209−0.4% | Reduced |
| Searle & Co. | 54,913 | $7.06M | 1.59% | +1,750+3.3% | Added |
| Trust Co of Virginia | 54,884 | $7.05M | 0.53% | −1,479−2.6% | Reduced |
| Cairn Investment Group, Inc. | 54,875 | $7.05M | 3.11% | +200+0.4% | Added |
| Integrated Advisors Network LLC | 54,726 | $7.03M | 0.32% | −3,718−6.4% | Reduced |
| Altrius Capital Management Inc | 54,671 | $7.03M | 1.33% | +400+0.7% | Added |
| Baugh & Associates, LLC | 54,520 | $7.01M | 3.10% | −7,869−12.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 54,242 | $6.98M | 0.30% | +141+0.3% | Added |
| New Hampshire Trust | 54,175 | $6.96M | 1.31% | −1,455−2.6% | Reduced |
| Modern Wealth Management, LLC | 54,135 | $6.96M | 0.08% | +14,490+36.5% | Added |
| Valeo Financial Advisors, LLC | 54,116 | $6.95M | 0.15% | +893+1.7% | Added |
| HBK Sorce Advisory LLC | 54,037 | $6.93M | 0.14% | +977+1.8% | Added |
| Covenant Asset Management, LLC | 53,920 | $6.93M | 1.23% | −1,400−2.5% | Reduced |
| Verition Fund Management LLC | 53,638 | $6.89M | 0.05% | +50,627+1,681.4% | Added |
| Courier Capital LLC | 53,603 | $6.89M | 0.34% | −990−1.8% | Reduced |
| Catherine Avery Investment Management LLC | 53,596 | $6.89M | 3.01% | −86−0.2% | Reduced |
| Northwest Bancshares, Inc. | 53,406 | $6.86M | 1.24% | −2,216−4.0% | Reduced |
| KCM Investment Advisors LLC | 53,356 | $6.86M | 0.20% | −312−0.6% | Reduced |
| Westfield Capital Management Co LP | 53,297 | $6.85M | 0.02% | +10,396+24.2% | Added |
| Simplicity Wealth,LLC | 53,267 | $6.84M | 0.23% | +9,009+20.4% | Added |
| Phoenix Holdings Ltd. | 52,551 | $6.84M | 0.05% | −10,234−16.3% | Reduced |
| GQG Partners LLC | 53,092 | $6.82M | 0.01% | +76+0.1% | Added |
| Sherman Porfolios, LLC | 56,676 | $6.82M | 0.53% | −328−0.6% | Reduced |
| Insight Wealth Strategies, LLC | 54,323 | $6.81M | 0.66% | +4,035+8.0% | Added |
| Walleye Trading LLC | 52,971 | $6.81M | 0.09% | +52,971 | New |
| Butensky & Cohen Financial Security, Inc | 52,582 | $6.76M | 1.67% | −870−1.6% | Reduced |
| Leelyn Smith, LLC | 52,558 | $6.75M | 0.82% | −279−0.5% | Reduced |
| Ballentine Partners, LLC | 52,463 | $6.74M | 0.08% | +3,573+7.3% | Added |
| Philadelphia Trust Co | 52,416 | $6.74M | 0.43% | 00.0% | Unchanged |
| Excalibur Management Corp | 52,387 | $6.73M | 2.22% | +650+1.3% | Added |
| Evolve Private Wealth, LLC | 51,984 | $6.72M | 0.41% | −12,356−19.2% | Reduced |
| Monte Financial Group, LLC | 51,508 | $6.71M | 2.15% | +754+1.5% | Added |
| Weiss Asset Management LP | 52,089 | $6.69M | 0.07% | +52,089 | New |
| Summit Global Investments | 52,039 | $6.69M | 0.37% | −15,559−23.0% | Reduced |
| NewSquare Capital LLC | 51,991 | $6.68M | 0.50% | +2,537+5.1% | Added |
| Wedbush Securities Inc | 51,952 | $6.68M | 0.17% | −3,292−6.0% | Reduced |
| TCG Advisory Services, LLC | 51,940 | $6.67M | 0.12% | +5,425+11.7% | Added |
| Letson Investment Management, Inc. | 51,824 | $6.66M | 2.44% | −1,574−2.9% | Reduced |
| Baker Avenue Asset Management, LP | 51,784 | $6.65M | 0.13% | +34,135+193.4% | Added |
| Raab & Moskowitz Asset Management LLC | 51,773 | $6.65M | 1.34% | −945−1.8% | Reduced |
| Fidelis Capital Partners, LLC | 51,693 | $6.64M | 0.38% | +4,022+8.4% | Added |
| AlphaCore Capital LLC | 51,249 | $6.63M | 0.12% | +2,383+4.9% | Added |
| Mairs & Power Inc | 51,519 | $6.62M | 0.06% | +1,171+2.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 51,433 | $6.61M | 0.13% | +51,433 | New |
| Inlet Private Wealth, LLC | 51,190 | $6.58M | 1.60% | −8,220−13.8% | Reduced |
| Pittenger & Anderson Inc | 50,965 | $6.55M | 0.23% | +435+0.9% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 50,297 | $6.55M | 1.28% | +431+0.9% | Added |
| Procyon Private Wealth Partners, LLC | 50,916 | $6.54M | 0.28% | +5,709+12.6% | Added |
| Sage Capital Advisors,llc | 50,638 | $6.51M | 1.35% | −95−0.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 50,511 | $6.49M | 1.05% | −13,058−20.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 50,298 | $6.46M | 0.85% | +812+1.6% | Added |
| Violich Capital Management, Inc. | 50,257 | $6.46M | 0.70% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 50,083 | $6.44M | 0.25% | −627−1.2% | Reduced |
| Hallmark Capital Management Inc | 50,079 | $6.44M | 0.37% | +2,735+5.8% | Added |
| Brevan Howard Capital Management LP | 50,031 | $6.43M | 0.09% | −4,998−9.1% | Reduced |
| Soleus Capital Management, L.P. | 50,000 | $6.42M | 0.22% | −153,000−75.4% | Reduced |
| Rockline Wealth Management, LLC | 49,547 | $6.37M | 1.22% | −781−1.6% | Reduced |
| Confluence Wealth Services, Inc. | 49,534 | $6.37M | 0.18% | +5,322+12.0% | Added |
| BKD Wealth Advisors, LLC | 49,526 | $6.36M | 0.11% | +298+0.6% | Added |
| Verdence Capital Advisors LLC | 49,521 | $6.36M | 0.33% | +792+1.6% | Added |
| Financial Sense Advisors, Inc. | 49,398 | $6.35M | 1.25% | −456−0.9% | Reduced |
| Nicholas Company, Inc. | 49,201 | $6.32M | 0.12% | +45+0.1% | Added |
| MOKAN Wealth Management Inc. | 48,990 | $6.29M | 2.40% | +6,048+14.1% | Added |
| Mengis Capital Management, Inc. | 48,873 | $6.28M | 0.95% | −49−0.1% | Reduced |
| Private Trust Co NA | 48,857 | $6.28M | 0.50% | −1,287−2.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 48,777 | $6.27M | 0.09% | +3,608+8.0% | Added |
| Two Sigma Investments, LP | 48,625 | $6.25M | 0.00% | −15,700−24.4% | Reduced |
| Dana Investment Advisors, Inc. | 48,543 | $6.24M | 0.16% | +917+1.9% | Added |
| Soltis Investment Advisors LLC | 48,517 | $6.23M | 0.36% | +1,158+2.4% | Added |
| Patrick M Sweeney & Associates, Inc | 48,210 | $6.19M | 3.56% | +153+0.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 48,113 | $6.18M | 1.56% | +669+1.4% | Added |
| Sentry LLC | 47,856 | $6.15M | 1.72% | +30.0% | Added |
| Leuthold Group, LLC | 47,803 | $6.14M | 0.62% | −2,607−5.2% | Reduced |
| Ironwood Investment Counsel, LLC | 47,608 | $6.12M | 0.80% | +400+0.8% | Added |
| Equitable Trust Co | 47,528 | $6.11M | 0.25% | −2,177−4.4% | Reduced |
| Hengehold Capital Management LLC | 47,453 | $6.10M | 0.47% | +1,590+3.5% | Added |
| Ritholtz Wealth Management | 47,423 | $6.09M | 0.09% | +2,457+5.5% | Added |
| Citizens Business Bank | 47,347 | $6.08M | 0.92% | −894−1.9% | Reduced |
| Motco | 47,221 | $6.07M | 0.52% | −940−2.0% | Reduced |
| Modera Wealth Management, LLC | 47,191 | $6.06M | 0.06% | −1,823−3.7% | Reduced |
| Great Valley Advisor Group, Inc. | 47,166 | $6.06M | 0.10% | +1,398+3.1% | Added |
| Ipswich Investment Management Co., Inc. | 46,912 | $6.03M | 1.27% | 00.0% | Unchanged |
| Mather Group, LLC. | 46,891 | $6.03M | 0.05% | +1,899+4.2% | Added |
| Artia Global Partners LP | 46,700 | $6.00M | 1.14% | 00.0% | Unchanged |
| Cullinan Associates Inc | 46,620 | $5.99M | 0.45% | −1,425−3.0% | Reduced |
| Westerkirk Capital Inc. | 46,500 | $5.98M | 0.57% | −1,900−3.9% | Reduced |
| Arnhold LLC | 46,498 | $5.97M | 0.42% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 46,341 | $5.95M | 0.74% | +66+0.1% | Added |
| Martin Investment Management, LLC | 46,280 | $5.95M | 1.99% | −738−1.6% | Reduced |
| V-Square Quantitative Management LLC | 46,239 | $5.94M | 0.56% | −892−1.9% | Reduced |
| Savvy Advisors, Inc. | 46,232 | $5.94M | 0.13% | +16,122+53.5% | Added |
| Chatham Capital Group, Inc. | 46,191 | $5.94M | 0.76% | +232+0.5% | Added |
| Howland Capital Management LLC | 45,824 | $5.93M | 0.21% | −382−0.8% | Reduced |
| Nordwand Advisors, LLC | 45,976 | $5.91M | 0.91% | +248+0.5% | Added |
| Citizens National Bank Trust Department | 45,606 | $5.86M | 0.86% | −475−1.0% | Reduced |
| Sigma Planning Corp | 45,541 | $5.85M | 0.15% | −2,013−4.2% | Reduced |
| Venture Visionary Partners LLC | 45,543 | $5.85M | 0.16% | +2,451+5.7% | Added |
| Whitener Capital Management, Inc. | 45,420 | $5.84M | 1.24% | +1,041+2.3% | Added |
| Finer Wealth Management, Inc. | 45,368 | $5.83M | 2.61% | +130.0% | Added |
| Smith, Salley & Associates | 45,198 | $5.81M | 0.25% | +1,263+2.9% | Added |