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 |
|---|---|---|---|---|---|
| LCNB Corp | 26,283 | $3.38M | 1.04% | −889−3.3% | Reduced |
| Wellington Grp LLC | 26,263 | $3.37M | 0.89% | −19−0.1% | Reduced |
| Charter Research & Investment Group, Inc. | 26,258 | $3.37M | 2.05% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 26,244 | $3.37M | 0.49% | −719−2.7% | Reduced |
| Nilsine Partners, LLC | 26,144 | $3.36M | 0.23% | −334−1.3% | Reduced |
| First Financial Bank - Trust Division | 26,128 | $3.36M | 0.24% | +47+0.2% | Added |
| Armis Advisers, LLC | 26,444 | $3.35M | 0.31% | +329+1.3% | Added |
| Parr McKnight Wealth Management Group, LLC | 25,951 | $3.33M | 0.40% | +1,220+4.9% | Added |
| Sargent Investment Group, LLC | 25,863 | $3.32M | 0.40% | +264+1.0% | Added |
| Silvant Capital Management LLC | 25,811 | $3.32M | 0.10% | 00.0% | Unchanged |
| LMG Wealth Partners, LLC | 25,729 | $3.31M | 0.53% | +642+2.6% | Added |
| First National Bank & Trust Co of Newtown | 25,369 | $3.30M | 0.67% | −809−3.1% | Reduced |
| Meridian Wealth Advisors, LLC | 25,697 | $3.30M | 0.38% | −20.0% | Reduced |
| BDF-Gestion | 42,451 | $3.29M | 0.98% | −4,773−10.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 25,603 | $3.29M | 0.40% | +2,213+9.5% | Added |
| Cornerstone Select Advisors, LLC | 25,523 | $3.28M | 1.38% | +2,762+12.1% | Added |
| Aries Wealth Management | 25,514 | $3.28M | 0.64% | −18−0.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 25,499 | $3.28M | 0.55% | −554−2.1% | Reduced |
| AIMZ Investment Advisors, LLC | 25,475 | $3.27M | 0.90% | +151+0.6% | Added |
| McAdam, LLC | 25,372 | $3.26M | 0.13% | +1,376+5.7% | Added |
| Beacon Investment Advisory Services, Inc. | 25,298 | $3.25M | 0.12% | −1,286−4.8% | Reduced |
| Huber Capital Management LLC | 25,293 | $3.25M | 0.48% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 25,263 | $3.25M | 0.48% | −1,640−6.1% | Reduced |
| SageView Advisory Group, LLC | 25,250 | $3.24M | 0.11% | +1,929+8.3% | Added |
| Parkside Financial Bank & Trust | 25,116 | $3.23M | 0.22% | −709−2.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 25,106 | $3.23M | 0.26% | +582+2.4% | Added |
| Truvestments Capital LLC | 25,027 | $3.22M | 0.48% | +811+3.3% | Added |
| Jain Global LLC | 24,975 | $3.21M | 0.04% | −20,697−45.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 24,973 | $3.21M | 0.17% | +227+0.9% | Added |
| Curbstone Financial Management Corp | 24,914 | $3.20M | 0.55% | +850+3.5% | Added |
| Cypress Capital, LLC | 24,880 | $3.20M | 0.87% | −751−2.9% | Reduced |
| Ellis Investment Partners, LLC | 24,852 | $3.19M | 0.48% | −250−1.0% | Reduced |
| Stratos Wealth Advisors, LLC | 24,837 | $3.19M | 0.18% | +463+1.9% | Added |
| International Assets Investment Management, LLC | 25,392 | $3.18M | 0.19% | −1,606−5.9% | Reduced |
| Old Point Trust & Financial Services N A | 24,771 | $3.18M | 0.97% | +1,313+5.6% | Added |
| Howe & Rusling Inc | 24,744 | $3.18M | 0.18% | +1,035+4.4% | Added |
| P.A.W. Capital Corp | 24,715 | $3.18M | 2.43% | −950−3.7% | Reduced |
| Personal Cfo Solutions, LLC | 24,511 | $3.17M | 0.46% | +607+2.5% | Added |
| Pekin Hardy Strauss, Inc. | 24,621 | $3.16M | 0.28% | −84−0.3% | Reduced |
| Univest Financial Corp | 24,610 | $3.16M | 0.16% | −429−1.7% | Reduced |
| Matrix Trust Co | 24,606 | $3.16M | 0.46% | −1,458−5.6% | Reduced |
| Argent Advisors, Inc. | 24,547 | $3.15M | 0.79% | −211−0.9% | Reduced |
| Thompson Investment Management, Inc. | 24,470 | $3.14M | 0.36% | +17+0.1% | Added |
| Fiduciary Group LLC | 24,429 | $3.14M | 0.25% | +385+1.6% | Added |
| Marino, Stram & Associates LLC | 24,413 | $3.14M | 0.50% | −553−2.2% | Reduced |
| 3Chopt Investment Partners, LLC | 24,198 | $3.13M | 0.59% | +2,004+9.0% | Added |
| AlTi Global, Inc. | 24,188 | $3.13M | 0.06% | +674+2.9% | Added |
| Northstar Group, Inc. | 24,202 | $3.11M | 0.40% | −44−0.2% | Reduced |
| Naviter Wealth, LLC | 24,004 | $3.10M | 0.28% | +2,375+11.0% | Added |
| Oakmont Investment Advisors, Inc. | 24,110 | $3.10M | 2.15% | +101+0.4% | Added |
| Counterweight Ventures, LLC | 24,081 | $3.09M | 1.54% | −1,005−4.0% | Reduced |
| Hayek Kallen Investment Management | 24,059 | $3.09M | 0.94% | +347+1.5% | Added |
| MCF Advisors LLC | 23,882 | $3.08M | 0.11% | −427−1.8% | Reduced |
| CFC Planning Co LLC | 23,994 | $3.08M | 1.82% | −1,121−4.5% | Reduced |
| Smith, Moore & Co. | 23,976 | $3.08M | 0.20% | −1,997−7.7% | Reduced |
| Capital Asset Advisory Services LLC | 23,955 | $3.08M | 0.11% | +1,715+7.7% | Added |
| Cornerstone Wealth Group, LLC | 23,956 | $3.08M | 0.18% | +564+2.4% | Added |
| Ausdal Financial Partners, Inc. | 23,933 | $3.08M | 0.12% | +2,541+11.9% | Added |
| Harbor Advisory Corp | 23,912 | $3.07M | 0.82% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 23,911 | $3.07M | 0.15% | +478+2.0% | Added |
| WCG Wealth Advisors LLC | 23,852 | $3.07M | 0.07% | +144+0.6% | Added |
| Forum Finance Group S.A. | 29,485 | $3.06M | 1.10% | +1,705+6.1% | Added |
| Bull Harbor Capital LLC | 23,810 | $3.06M | 0.60% | +119+0.5% | Added |
| Madison Asset Management, LLC | 23,786 | $3.06M | 0.04% | −105−0.4% | Reduced |
| Bridgewater Advisors Inc. | 23,905 | $3.05M | 0.17% | +96+0.4% | Added |
| Ellevest, Inc. | 23,926 | $3.05M | 0.36% | +349+1.5% | Added |
| Catalyst Funds Management Pty Ltd | 23,750 | $3.05M | 0.17% | +20,134+556.8% | Added |
| Massachusetts Wealth Management | 23,717 | $3.05M | 1.16% | +110+0.5% | Added |
| Davis R M Inc | 23,586 | $3.05M | 0.05% | −809−3.3% | Reduced |
| Brendel Financial Advisors LLC | 23,668 | $3.04M | 1.41% | 00.0% | Unchanged |
| Allen Wealth Management, LLC | 23,602 | $3.03M | 1.48% | −1,593−6.3% | Reduced |
| Zhang Financial LLC | 23,571 | $3.03M | 0.09% | +322+1.4% | Added |
| IAM Advisory, LLC | 23,515 | $3.02M | 0.59% | +278+1.2% | Added |
| Checchi Capital Advisers, LLC | 23,506 | $3.02M | 0.19% | −279−1.2% | Reduced |
| Broderick Brian C | 23,484 | $3.02M | 0.47% | +1,234+5.5% | Added |
| Cigna Investments Inc | 23,473 | $3.02M | 0.39% | −203−0.9% | Reduced |
| Marathon Capital Management | 23,351 | $3.00M | 0.61% | −334−1.4% | Reduced |
| Precedent Wealth Partners, LLC | 23,322 | $3.00M | 0.50% | +572+2.5% | Added |
| Lawood & Co | 23,298 | $2.99M | 2.03% | −145−0.6% | Reduced |
| Flavin Financial Services, Inc. | 23,296 | $2.99M | 1.71% | +3,163+15.7% | Added |
| OmniStar Financial Group, Inc. | 23,190 | $2.98M | 1.37% | +1,804+8.4% | Added |
| Deseret Mutual Benefit Administrators | 23,182 | $2.98M | 0.97% | −2,898−11.1% | Reduced |
| Journey Advisory Group, LLC | 23,149 | $2.97M | 0.23% | −540−2.3% | Reduced |
| Sumitomo Life Insurance Co | 22,968 | $2.95M | 0.05% | −1,327−5.5% | Reduced |
| Mystic Asset Management, Inc. | 22,899 | $2.94M | 0.63% | −1,546−6.3% | Reduced |
| Optimist Retirement Group LLC | 22,801 | $2.93M | 1.13% | −39−0.2% | Reduced |
| MV Capital Management, Inc. | 22,792 | $2.93M | 0.26% | −359−1.6% | Reduced |
| Berkshire Bank | 22,741 | $2.92M | 0.56% | −2,553−10.1% | Reduced |
| Brown Miller Wealth Management, LLC | 22,736 | $2.92M | 0.74% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 22,719 | $2.92M | 0.29% | −80,267−77.9% | Reduced |
| MMBG Investment Advisors Co. | 22,563 | $2.92M | 0.23% | 00.0% | Unchanged |
| Callahan Advisors, LLC | 22,700 | $2.92M | 0.22% | −702−3.0% | Reduced |
| Key Financial Inc | 22,676 | $2.91M | 0.48% | −2,536−10.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 22,675 | $2.91M | 0.76% | −1,054−4.4% | Reduced |
| Wellington Shields & Co., LLC | 22,666 | $2.91M | 0.65% | −600−2.6% | Reduced |
| Monument Capital Management | 22,665 | $2.91M | 0.59% | +710+3.2% | Added |
| LVW Advisors, LLC | 22,654 | $2.91M | 0.25% | −1,590−6.6% | Reduced |
| Forty-three Eighteen Advisors, LLC | 22,442 | $2.88M | 1.94% | +548+2.5% | Added |
| Littlejohn Financial Services, Inc. | 22,440 | $2.88M | 2.10% | −1,446−6.1% | Reduced |
| LS Investment Advisors, LLC | 22,418 | $2.88M | 0.39% | −8,755−28.1% | Reduced |