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 |
|---|---|---|---|---|---|
| Eagle Rock Investment Company, LLC | 29,913 | $3.84M | 0.48% | −90−0.3% | Reduced |
| Cordatus Wealth Management LLC | 29,906 | $3.84M | 0.84% | −166−0.6% | Reduced |
| China Universal Asset Management Co., Ltd. | 29,663 | $3.83M | 0.23% | +22,595+319.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 29,714 | $3.82M | 2.44% | −299−1.0% | Reduced |
| Diversify Wealth Management, LLC | 29,135 | $3.81M | 0.06% | +2,558+9.6% | Added |
| Diversify Advisory Services, LLC | 29,135 | $3.81M | 0.06% | +29,135 | New |
| Rehmann Capital Advisory Group | 29,611 | $3.81M | 0.17% | +453+1.6% | Added |
| Broadwater Capital Management LLC | 29,582 | $3.80M | 2.76% | −250−0.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 29,479 | $3.79M | 0.94% | +54+0.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 29,458 | $3.79M | 0.56% | +9,145+45.0% | Added |
| Central Bank & Trust Co | 29,437 | $3.78M | 0.54% | +186+0.6% | Added |
| National Asset Management, Inc. | 29,226 | $3.78M | 0.21% | −1,838−5.9% | Reduced |
| Syon Capital LLC | 29,362 | $3.77M | 0.16% | +3,692+14.4% | Added |
| VCI Wealth Management LLC | 29,344 | $3.77M | 0.95% | +809+2.8% | Added |
| Chilton Capital Management LLC | 29,329 | $3.77M | 0.12% | +95+0.3% | Added |
| E Fund Management Co., Ltd. | 29,310 | $3.77M | 0.08% | +897+3.2% | Added |
| Gould Capital, LLC | 29,265 | $3.76M | 2.10% | +229+0.8% | Added |
| Peak Retirement Planning, Inc. | 29,248 | $3.76M | 0.60% | +7,649+35.4% | Added |
| Glass Wealth Management Co LLC | 29,119 | $3.74M | 1.25% | +465+1.6% | Added |
| Ameritas Advisory Services, LLC | 29,071 | $3.74M | 0.08% | +9,540+48.8% | Added |
| Intrust Bank NA | 28,996 | $3.73M | 0.28% | +632+2.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 28,968 | $3.72M | 0.20% | +2,215+8.3% | Added |
| Legacy Financial Advisors, Inc. | 28,939 | $3.72M | 0.45% | +828+2.9% | Added |
| Dearborn Partners LLC | 28,921 | $3.72M | 0.21% | −6,122−17.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 28,910 | $3.71M | 0.48% | −138−0.5% | Reduced |
| Werlinich Asset Management, LLC | 28,835 | $3.71M | 1.42% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 28,812 | $3.70M | 0.41% | −5,906−17.0% | Reduced |
| Kovack Advisors, Inc. | 29,013 | $3.70M | 0.18% | −8,754−23.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 28,760 | $3.70M | 0.07% | −292−1.0% | Reduced |
| Harvey Investment Co LLC | 28,754 | $3.69M | 0.40% | −500−1.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 28,738 | $3.69M | 0.71% | −64−0.2% | Reduced |
| Global Trust Asset Management, LLC | 28,730 | $3.69M | 1.15% | +3,153+12.3% | Added |
| J.P. Marvel Investment Advisors, LLC | 28,670 | $3.68M | 0.42% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 29,385 | $3.68M | 0.54% | −128−0.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 28,659 | $3.68M | 0.21% | −1,455−4.8% | Reduced |
| Heritage Wealth Management, Inc. | 28,609 | $3.68M | 0.92% | −30−0.1% | Reduced |
| CMH Wealth Management LLC | 28,358 | $3.67M | 0.56% | +537+1.9% | Added |
| Addison Capital Co | 28,505 | $3.66M | 0.60% | −1,241−4.2% | Reduced |
| Prudent Man Advisors, LLC | 28,446 | $3.66M | 0.84% | +3,198+12.7% | Added |
| Keebeck Wealth Management, LLC | 28,212 | $3.65M | 0.36% | −2,869−9.2% | Reduced |
| Accurate Wealth Management, LLC | 29,492 | $3.64M | 0.35% | +2,553+9.5% | Added |
| Essex Savings Bank | 28,245 | $3.63M | 0.78% | −36−0.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,243 | $3.63M | 1.13% | −920−3.2% | Reduced |
| Malaga Cove Capital, LLC | 28,235 | $3.63M | 1.16% | −456−1.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 28,151 | $3.62M | 0.04% | −232−0.8% | Reduced |
| BigSur Wealth Management LLC | 27,960 | $3.62M | 0.87% | −3,000−9.7% | Reduced |
| Paradigm Capital Management, LLC | 28,084 | $3.61M | 3.10% | −2,385−7.8% | Reduced |
| PW Nova Financial Services LLC | 28,064 | $3.61M | 0.77% | −317−1.1% | Reduced |
| Cornerstone Planning, LLC | 28,026 | $3.60M | 0.83% | +254+0.9% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 27,981 | $3.60M | 0.17% | −1,644−5.5% | Reduced |
| Means Investment Co., Inc. | 27,981 | $3.60M | 0.27% | −43−0.2% | Reduced |
| SNS Financial Group, LLC | 27,952 | $3.59M | 0.07% | +17,436+165.8% | Added |
| Nicolet Bankshares Inc | 28,130 | $3.59M | 0.11% | +444+1.6% | Added |
| Lynx Capital Group Ltd | 27,879 | $3.58M | 1.45% | −75−0.3% | Reduced |
| Sax Wealth Advisors, LLC | 29,762 | $3.58M | 0.15% | +2,034+7.3% | Added |
| WESPAC Advisors, LLC | 27,798 | $3.57M | 1.74% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 27,785 | $3.57M | 0.24% | −784−2.7% | Reduced |
| Castle Rock Wealth Management, LLC | 28,419 | $3.56M | 0.70% | +590+2.1% | Added |
| Employees Retirement System of Texas | 27,704 | $3.56M | 0.03% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 27,689 | $3.56M | 0.26% | −654−2.3% | Reduced |
| Trust Asset Management LLC | 27,624 | $3.55M | 0.22% | −448−1.6% | Reduced |
| Capital International Sarl | 27,611 | $3.55M | 0.05% | +27,611 | New |
| Emerald Investment Advisers, LLC | 27,592 | $3.55M | 0.24% | +788+2.9% | Added |
| DoubleLine ETF Adviser LP | 27,527 | $3.54M | 1.46% | −3,383−10.9% | Reduced |
| Integrated Investment Consultants, LLC | 27,502 | $3.53M | 0.70% | −49−0.2% | Reduced |
| Wright Investors Service Inc | 27,422 | $3.52M | 0.96% | −506−1.8% | Reduced |
| Archford Capital Strategies, LLC | 27,354 | $3.52M | 0.36% | −6,991−20.4% | Reduced |
| Ssa Swiss Advisors AG | 27,275 | $3.51M | 1.32% | −10,750−28.3% | Reduced |
| Stelac Advisory Services LLC | 27,275 | $3.51M | 0.65% | −10,750−28.3% | Reduced |
| Waterloo Capital, L.P. | 27,308 | $3.51M | 0.20% | +238+0.9% | Added |
| New England Research & Management, Inc. | 27,279 | $3.51M | 1.36% | +750+2.8% | Added |
| Essex LLC | 27,256 | $3.50M | 0.53% | +617+2.3% | Added |
| Pettyjohn, Wood & White, Inc | 27,200 | $3.50M | 0.51% | −395−1.4% | Reduced |
| Wedmont Private Capital | 28,290 | $3.49M | 0.10% | +2,429+9.4% | Added |
| Prosperity Consulting Group, LLC | 27,182 | $3.49M | 0.13% | +1,550+6.0% | Added |
| Freestone Grove Partners LP | 27,158 | $3.49M | 0.02% | +27,158 | New |
| Chicago Capital, LLC | 27,111 | $3.48M | 0.08% | +55+0.2% | Added |
| HBW Advisory Services LLC | 27,037 | $3.47M | 0.31% | +127+0.5% | Added |
| William B. Walkup & Associates, Inc. | 27,033 | $3.47M | 1.67% | +316+1.2% | Added |
| TRUE Private Wealth Advisors | 27,029 | $3.47M | 0.30% | −1,368−4.8% | Reduced |
| American National Bank | 26,998 | $3.47M | 0.30% | 00.0% | Unchanged |
| Victrix Investment Advisors | 26,958 | $3.46M | 1.45% | +2,244+9.1% | Added |
| Valmark Advisers, Inc. | 26,899 | $3.46M | 0.04% | −1,442−5.1% | Reduced |
| Main Street Financial Solutions, LLC | 26,862 | $3.45M | 0.22% | +272+1.0% | Added |
| Foundations Investment Advisors, LLC | 26,833 | $3.45M | 0.04% | +6,533+32.2% | Added |
| Blue Fin Capital, Inc. | 26,735 | $3.44M | 0.50% | +110+0.4% | Added |
| CFS Investment Advisory Services, LLC | 26,467 | $3.43M | 0.23% | −130.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 26,683 | $3.43M | 0.20% | 00.0% | Unchanged |
| Bailard, Inc. | 26,669 | $3.43M | 0.07% | +2,160+8.8% | Added |
| Inscription Capital, LLC | 26,514 | $3.41M | 0.30% | +2,164+8.9% | Added |
| EverSource Wealth Advisors, LLC | 26,464 | $3.40M | 0.11% | −4,568−14.7% | Reduced |
| Aaron Wealth Advisors | 26,456 | $3.40M | 0.17% | −733−2.7% | Reduced |
| Red Spruce Capital, LLC | 26,440 | $3.40M | 1.18% | +347+1.3% | Added |
| ZWJ Investment Counsel Inc | 26,437 | $3.40M | 0.11% | +306+1.2% | Added |
| Windward Capital Management Co | 26,382 | $3.39M | 0.26% | +290+1.1% | Added |
| KMG Fiduciary Partners, LLC | 26,379 | $3.39M | 0.31% | −26,888−50.5% | Reduced |
| Patten Group, Inc. | 26,376 | $3.39M | 0.53% | −940−3.4% | Reduced |
| Regal Investment Advisors LLC | 26,367 | $3.39M | 0.18% | −493−1.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 26,324 | $3.38M | 0.26% | +4,347+19.8% | Added |
| Little House Capital LLC | 26,318 | $3.38M | 0.76% | +842+3.3% | Added |