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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 36,859 | $4.74M | 0.32% | +613+1.7% | Added |
| Brown Shipley& Co Ltd | 36,729 | $4.72M | 2.44% | +880+2.5% | Added |
| Prestige Wealth Management Group LLC | 36,409 | $4.71M | 0.86% | −685−1.8% | Reduced |
| Keel Point, LLC | 36,633 | $4.71M | 0.28% | −2,754−7.0% | Reduced |
| BLB&B Advisors, LLC | 36,377 | $4.67M | 0.17% | −1,930−5.0% | Reduced |
| Proficio Capital Partners LLC | 36,360 | $4.67M | 0.17% | +17,526+93.1% | Added |
| NorthRock Partners, LLC | 36,249 | $4.66M | 0.07% | +1,987+5.8% | Added |
| Manchester Capital Management LLC | 36,199 | $4.65M | 0.61% | −55−0.2% | Reduced |
| Insigneo Advisory Services, LLC | 36,076 | $4.64M | 0.17% | +20,653+133.9% | Added |
| Lineweaver Wealth Advisors, LLC | 35,950 | $4.62M | 0.55% | +2,306+6.9% | Added |
| BFSG, LLC | 35,943 | $4.62M | 0.41% | −391−1.1% | Reduced |
| Symphony Financial, Ltd. Co. | 35,684 | $4.61M | 0.50% | +471+1.3% | Added |
| Aprio Wealth Management, LLC | 35,856 | $4.61M | 0.23% | +125+0.3% | Added |
| Marshall Financial Group LLC | 35,820 | $4.60M | 0.67% | +3,378+10.4% | Added |
| Primecap Management Co | 35,700 | $4.59M | 0.00% | −200−0.6% | Reduced |
| Boyd Watterson Asset Management LLC | 35,559 | $4.57M | 1.23% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 35,490 | $4.56M | 0.22% | −768−2.1% | Reduced |
| Caldwell Trust Co | 35,474 | $4.56M | 0.37% | −1,486−4.0% | Reduced |
| Palisade Asset Management, LLC | 35,395 | $4.55M | 0.42% | +196+0.6% | Added |
| Northside Capital Management, LLC | 35,283 | $4.53M | 0.37% | −670−1.9% | Reduced |
| Family Legacy, Inc. | 35,196 | $4.52M | 1.21% | +80.0% | Added |
| Osprey Private Wealth LLC | 35,180 | $4.52M | 1.17% | +1,360+4.0% | Added |
| Opus Investment Management Inc | 35,000 | $4.50M | 2.46% | 00.0% | Unchanged |
| Ally Financial Inc. | 35,000 | $4.50M | 0.58% | +10,000+40.0% | Added |
| Wealthcare Advisory Partners LLC | 34,872 | $4.48M | 0.08% | −2,513−6.7% | Reduced |
| Tower Bridge Advisors | 34,852 | $4.48M | 0.40% | −399−1.1% | Reduced |
| Magnolia Capital Advisors LLC | 34,718 | $4.46M | 0.77% | −86−0.2% | Reduced |
| Jackson Square Capital, LLC | 34,686 | $4.46M | 0.62% | −281−0.8% | Reduced |
| Family Management Corp | 34,626 | $4.45M | 0.47% | −869−2.4% | Reduced |
| Community Trust & Investment Co | 34,265 | $4.40M | 0.23% | −4,216−11.0% | Reduced |
| Frec Markets, Inc. | 34,217 | $4.40M | 0.39% | +7,406+27.6% | Added |
| White Pine Capital LLC | 34,201 | $4.39M | 1.04% | −749−2.1% | Reduced |
| Berkshire Asset Management LLC | 34,092 | $4.38M | 0.17% | −932−2.7% | Reduced |
| Beech Hill Advisors, Inc. | 34,051 | $4.38M | 1.93% | +62+0.2% | Added |
| Avidian Wealth Solutions, LLC | 33,988 | $4.37M | 0.12% | +3,234+10.5% | Added |
| Visionary Wealth Advisors | 33,945 | $4.36M | 0.17% | +165+0.5% | Added |
| Profund Advisors LLC | 33,549 | $4.31M | 0.12% | −204−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 33,485 | $4.30M | 0.10% | −33,273−49.8% | Reduced |
| Washington Trust Co | 33,197 | $4.27M | 0.13% | −1,233−3.6% | Reduced |
| WealthPlan Investment Management, LLC | 33,167 | $4.26M | 0.21% | −1,826−5.2% | Reduced |
| Westpac Banking Corp | 33,068 | $4.25M | 0.26% | −2,751−7.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 33,055 | $4.25M | 0.95% | −18−0.1% | Reduced |
| KCM Capital Inc | 33,000 | $4.24M | 0.69% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 32,843 | $4.22M | 0.70% | +150.0% | Added |
| Lodestone Wealth Management LLC | 32,793 | $4.21M | 1.49% | +291+0.9% | Added |
| Holderness Investments Co | 32,731 | $4.21M | 0.70% | −359−1.1% | Reduced |
| Shepherd Financial Partners LLC | 32,703 | $4.20M | 0.35% | −203−0.6% | Reduced |
| Morningstar Investment Management LLC | 34,870 | $4.19M | 0.26% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 32,592 | $4.19M | 0.52% | +169+0.5% | Added |
| Money Concepts Capital Corp | 32,575 | $4.19M | 0.19% | +13,838+73.9% | Added |
| Wynn Capital, LLC | 32,539 | $4.18M | 1.87% | +182+0.6% | Added |
| Lockheed Martin Investment Management Co | 32,500 | $4.18M | 0.17% | −56,800−63.6% | Reduced |
| DKRT Investments Corp. | 32,500 | $4.18M | 1.02% | 00.0% | Unchanged |
| NVWM, LLC | 32,439 | $4.17M | 0.84% | −448−1.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 32,419 | $4.17M | 1.87% | +1,650+5.4% | Added |
| GSB Wealth Management, LLC | 32,342 | $4.16M | 0.83% | −377−1.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 32,254 | $4.14M | 0.01% | +13,376+70.9% | Added |
| Carolina Wealth Advisors, LLC | 32,171 | $4.13M | 1.62% | −15,954−33.2% | Reduced |
| VestGen Advisors, LLC | 32,161 | $4.13M | 0.12% | +1,057+3.4% | Added |
| Pathway Financial Advisers, LLC | 32,011 | $4.11M | 1.04% | +521+1.7% | Added |
| Banque Transatlantique SA | 35,317 | $4.10M | 0.09% | +1,986+6.0% | Added |
| McMillan Office, Inc. | 31,930 | $4.10M | 0.47% | −40−0.1% | Reduced |
| Resonant Capital Advisors, LLC | 31,697 | $4.10M | 0.20% | +521+1.7% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 31,718 | $4.08M | 1.13% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 31,620 | $4.07M | 0.80% | −36−0.1% | Reduced |
| Stolper Co | 31,675 | $4.07M | 1.05% | +24,128+319.7% | Added |
| Western Wealth Management, LLC | 31,663 | $4.07M | 0.13% | −315−1.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 31,533 | $4.05M | 0.16% | +360+1.2% | Added |
| Penobscot Investment Management Company, Inc. | 31,382 | $4.03M | 0.28% | −25−0.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 31,365 | $4.03M | 3.10% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 31,358 | $4.03M | 1.37% | −1,684−5.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 31,340 | $4.03M | 0.29% | −77,810−71.3% | Reduced |
| PFG Advisors | 31,306 | $4.02M | 0.20% | +2,242+7.7% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 31,173 | $4.01M | 0.64% | +21,173+211.7% | Added |
| Hudock, Inc. | 31,152 | $4.00M | 0.51% | −70.0% | Reduced |
| MainStreet Investment Advisors LLC | 31,131 | $4.00M | 0.54% | +386+1.3% | Added |
| Quadrant Private Wealth Management, LLC | 30,878 | $3.99M | 0.89% | −49−0.2% | Reduced |
| DT Investment Partners, LLC | 30,995 | $3.98M | 0.30% | +334+1.1% | Added |
| Providence Capital Advisors, LLC | 30,948 | $3.98M | 0.60% | +4,849+18.6% | Added |
| Kathmere Capital Management, LLC | 30,944 | $3.98M | 0.21% | +1,987+6.9% | Added |
| IFP Advisors, Inc | 30,895 | $3.97M | 0.07% | +1,202+4.0% | Added |
| South State Corp. | 30,874 | $3.97M | 0.17% | +638+2.1% | Added |
| Arvest Investments, Inc. | 30,803 | $3.96M | 0.48% | +2,198+7.7% | Added |
| Legato Capital Management LLC | 30,800 | $3.96M | 0.33% | −3,124−9.2% | Reduced |
| Independence Bank of Kentucky | 30,740 | $3.95M | 0.45% | −4,030−11.6% | Reduced |
| Parcion Private Wealth LLC | 30,676 | $3.94M | 0.22% | +613+2.0% | Added |
| Coastline Trust Co | 30,609 | $3.93M | 0.35% | −3,174−9.4% | Reduced |
| Alpha Omega Wealth Management LLC | 30,580 | $3.93M | 0.60% | −2,163−6.6% | Reduced |
| Albion Financial Group | 30,544 | $3.92M | 0.23% | +239+0.8% | Added |
| Conscious Wealth Investments, LLC | 31,066 | $3.92M | 2.02% | +31,066 | New |
| S-Bank Fund Management Ltd | 30,426 | $3.91M | 0.53% | +450+1.5% | Added |
| Belpointe Asset Management LLC | 30,259 | $3.89M | 0.13% | +3,591+13.5% | Added |
| Bridgewater Associates, LP | 30,254 | $3.89M | 0.02% | +30,254 | New |
| EagleClaw Capital Managment, LLC | 30,088 | $3.87M | 0.52% | −1,550−4.9% | Reduced |
| Cito Capital Group, LLC | 29,864 | $3.86M | 1.04% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 30,018 | $3.86M | 0.41% | +307+1.0% | Added |
| PKO Investment Management Joint-Stock Co | 30,000 | $3.85M | 0.28% | +1,000+3.4% | Added |
| Capital Investment Advisory Services, LLC | 29,988 | $3.85M | 0.24% | +1,464+5.1% | Added |
| Dean Investment Associates, LLC | 29,970 | $3.85M | 0.51% | −2,007−6.3% | Reduced |
| Shoker Investment Counsel, Inc. | 29,948 | $3.85M | 0.97% | +1,376+4.8% | Added |