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 |
|---|---|---|---|---|---|
| Norden Group LLC | 45,186 | $5.81M | 0.48% | +2,961+7.0% | Added |
| Zions Bancorporation, National Association | 45,178 | $5.81M | 0.35% | +5,217+13.1% | Added |
| Bontempo Ohly Capital Mgmt LLC | 45,144 | $5.80M | 2.47% | +78+0.2% | Added |
| Valley National Advisers Inc | 44,957 | $5.78M | 0.64% | +75+0.2% | Added |
| Morgan Dempsey Capital Management LLC | 44,625 | $5.77M | 2.47% | +1,308+3.0% | Added |
| 180 Wealth Advisors, LLC | 44,833 | $5.76M | 0.58% | +279+0.6% | Added |
| Boston Private Wealth LLC | 44,766 | $5.75M | 0.36% | −2,942−6.2% | Reduced |
| West Michigan Advisors, LLC | 44,438 | $5.75M | 1.09% | +648+1.5% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 44,633 | $5.74M | 0.65% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 44,565 | $5.73M | 0.11% | −5,567−11.1% | Reduced |
| BOCHK Asset Management Ltd | 44,360 | $5.70M | 0.90% | +30,860+228.6% | Added |
| Spinnaker Trust | 44,274 | $5.69M | 0.28% | −269−0.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 44,060 | $5.66M | 1.72% | +548+1.3% | Added |
| Sandhill Capital Partners LLC | 44,059 | $5.66M | 0.46% | +39+0.1% | Added |
| McGinn Investment Management, Inc. | 44,031 | $5.66M | 3.44% | −280−0.6% | Reduced |
| LMR Partners LLP | 44,030 | $5.66M | 0.04% | +41,030+1,367.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 43,828 | $5.63M | 0.07% | +9,617+28.1% | Added |
| Rench Wealth Management, Inc. | 43,770 | $5.62M | 1.51% | +99+0.2% | Added |
| Joel Isaacson & Co., LLC | 43,718 | $5.62M | 0.16% | +206+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 43,565 | $5.60M | 0.05% | −2,984−6.4% | Reduced |
| Montgomery Investment Management Inc | 43,456 | $5.58M | 1.69% | −367−0.8% | Reduced |
| Financial Advisory Service, Inc. | 43,241 | $5.56M | 0.29% | +2,514+6.2% | Added |
| Essex Financial Services, Inc. | 43,212 | $5.55M | 0.28% | −961−2.2% | Reduced |
| Romano Brothers and Company | 43,197 | $5.55M | 0.56% | −184−0.4% | Reduced |
| Boston Family Office LLC | 43,081 | $5.54M | 0.34% | −2,385−5.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 42,950 | $5.52M | 0.07% | −11,348−20.9% | Reduced |
| Chicago Trust Co NA | 42,935 | $5.52M | 0.80% | −879−2.0% | Reduced |
| Clear Harbor Asset Management, LLC | 42,883 | $5.51M | 0.34% | −1,263−2.9% | Reduced |
| Advisortrust Partners, LLC | 42,883 | $5.51M | 1.88% | +1,268+3.0% | Added |
| Thrive Capital Management, LLC | 42,844 | $5.51M | 1.04% | +1,825+4.4% | Added |
| StoneX Group Inc. | 42,565 | $5.50M | 0.22% | −357−0.8% | Reduced |
| Thomasville National Bank | 42,746 | $5.49M | 0.30% | +42,746 | New |
| Pincus Capital Management, LP | 42,496 | $5.46M | 3.26% | 00.0% | Unchanged |
| Roundview Capital LLC | 42,411 | $5.45M | 0.30% | +537+1.3% | Added |
| Mitchell Sinkler & Starr | 42,391 | $5.45M | 2.27% | +94+0.2% | Added |
| AMG National Trust Bank | 42,236 | $5.43M | 0.11% | −50,868−54.6% | Reduced |
| Uncommon Cents Investing LLC | 42,216 | $5.42M | 1.18% | +1,045+2.5% | Added |
| Aviance Capital Partners, LLC | 42,110 | $5.41M | 0.56% | +328+0.8% | Added |
| Leavell Investment Management, Inc. | 41,794 | $5.41M | 0.20% | +593+1.4% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 41,894 | $5.38M | 0.08% | −101,330−70.7% | Reduced |
| Castlefield Investment Partners LLP | 41,797 | $5.37M | 3.65% | −1,896−4.3% | Reduced |
| Change Path, LLC | 41,721 | $5.36M | 0.12% | −2,966−6.6% | Reduced |
| Ronald Blue Trust, Inc. | 41,616 | $5.35M | 0.06% | −7,323−15.0% | Reduced |
| First Pacific Financial | 41,379 | $5.32M | 0.63% | −2,039−4.7% | Reduced |
| Strengthening Families & Communities, LLC | 41,350 | $5.31M | 1.18% | +1,667+4.2% | Added |
| apricus wealth, LLC | 41,328 | $5.31M | 2.53% | +468+1.1% | Added |
| Ascent Group, LLC | 41,325 | $5.31M | 0.16% | +4,135+11.1% | Added |
| Grimes & Company, Inc. | 41,284 | $5.30M | 0.11% | +1,214+3.0% | Added |
| ACR Alpine Capital Research, LLC | 41,146 | $5.29M | 0.08% | +1,697+4.3% | Added |
| Studio Investment Management LLC | 40,605 | $5.25M | 0.89% | −203−0.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 40,446 | $5.23M | 0.83% | +35,025+646.1% | Added |
| Twin Capital Management Inc | 40,649 | $5.22M | 0.57% | +718+1.8% | Added |
| Baader Bank INC | 40,582 | $5.21M | 0.43% | +40,582 | New |
| Krilogy Financial LLC | 40,378 | $5.19M | 0.15% | −281−0.7% | Reduced |
| Harbour Investments, Inc. | 40,366 | $5.19M | 0.07% | +336+0.8% | Added |
| Smartleaf Asset Management LLC | 40,005 | $5.18M | 0.17% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 40,221 | $5.17M | 1.15% | −491−1.2% | Reduced |
| Trilogy Capital Inc. | 40,029 | $5.14M | 0.20% | −1,052−2.6% | Reduced |
| Core Alternative Capital | 39,979 | $5.14M | 1.54% | −3,804−8.7% | Reduced |
| Patton Albertson Miller Group, LLC | 39,923 | $5.13M | 0.51% | +639+1.6% | Added |
| Community Bank & Trust, Waco, Texas | 39,889 | $5.13M | 0.92% | −861−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 39,284 | $5.13M | 0.10% | +1,483+3.9% | Added |
| Asset Advisors Investment Management, LLC | 39,874 | $5.12M | 0.47% | −280−0.7% | Reduced |
| LGT Fund Management Co Ltd. | 39,522 | $5.08M | 0.21% | +372+1.0% | Added |
| Mesirow Financial Investment Management, Inc. | 39,351 | $5.06M | 0.08% | −1,044−2.6% | Reduced |
| Morton Community Bank | 39,299 | $5.05M | 1.03% | +40+0.1% | Added |
| Petredis Investment Advisors LLC | 39,226 | $5.04M | 0.34% | +120.0% | Added |
| Global Financial Private Client, LLC | 39,125 | $5.03M | 1.36% | +2,470+6.7% | Added |
| Catalytic Wealth RIA, LLC | 39,089 | $5.02M | 0.29% | −2,448−5.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 37,050 | $5.02M | 0.26% | +1,740+4.9% | Added |
| Osmosis Investment Management UK Ltd | 39,005 | $5.01M | 0.23% | −74,630−65.7% | Reduced |
| Bank of Hawaii | 38,915 | $5.00M | 0.25% | −3,248−7.7% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 38,510 | $4.99M | 2.66% | +3,031+8.5% | Added |
| TFC Financial Management | 38,730 | $4.98M | 0.55% | +137+0.4% | Added |
| Founders Capital Management | 38,583 | $4.96M | 2.15% | +1,831+5.0% | Added |
| Hilltop Holdings Inc. | 38,494 | $4.95M | 0.40% | −2,070−5.1% | Reduced |
| CWA Asset Management Group, LLC | 38,429 | $4.94M | 0.15% | +8,447+28.2% | Added |
| Vickerman Investment Advisors, Inc. | 38,353 | $4.93M | 0.96% | −2,209−5.4% | Reduced |
| Foster & Motley Inc | 38,282 | $4.92M | 0.23% | +1,783+4.9% | Added |
| Jamison Private Wealth Management, Inc. | 38,278 | $4.92M | 0.51% | +2,805+7.9% | Added |
| MASTERINVEST Kapitalanlage GmbH | 38,103 | $4.90M | 0.42% | −6,144−13.9% | Reduced |
| St Germain D J Co Inc | 38,096 | $4.90M | 0.18% | −935−2.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 38,087 | $4.89M | 0.01% | −165,589−81.3% | Reduced |
| Hilton Capital Management, LLC | 38,001 | $4.88M | 0.33% | +609+1.6% | Added |
| NBC Securities, Inc. | 37,890 | $4.87M | 0.33% | +626+1.7% | Added |
| Tower Research Capital LLC (TRC) | 37,782 | $4.85M | 0.12% | −6,957−15.6% | Reduced |
| Apella Capital, LLC | 37,663 | $4.85M | 0.07% | +526+1.4% | Added |
| Frank, Rimerman Advisors LLC | 37,710 | $4.85M | 0.27% | +364+1.0% | Added |
| TSP Capital Management Group, LLC | 37,594 | $4.83M | 1.16% | – | – |
| Latko Wealth Management, Ltd. | 37,505 | $4.82M | 2.05% | −2,827−7.0% | Reduced |
| Sivik Global Healthcare LLC | 40,000 | $4.81M | 3.65% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 37,088 | $4.80M | 0.22% | −495−1.3% | Reduced |
| Kensington Investment Counsel, LLC | 37,325 | $4.80M | 2.08% | −1,900−4.8% | Reduced |
| Abbot Financial Management, Inc. | 37,313 | $4.79M | 1.76% | +242+0.7% | Added |
| Oversea-Chinese Banking CORP Ltd | 37,333 | $4.79M | 0.11% | +6,204+19.9% | Added |
| Welch Group, LLC | 37,231 | $4.78M | 0.16% | +448+1.2% | Added |
| Oakworth Capital, Inc. | 37,177 | $4.76M | 0.23% | −1,830−4.7% | Reduced |
| Arete Wealth Advisors, LLC | 37,010 | $4.76M | 0.31% | −14,361−28.0% | Reduced |
| Rowland & Co Investment Counsel | 37,007 | $4.76M | 0.87% | −25−0.1% | Reduced |
| Strategy Asset Managers LLC | 36,924 | $4.74M | 0.71% | +1,014+2.8% | Added |