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 |
|---|---|---|---|---|---|
| Reynders McVeigh Capital Management, LLC | 22,379 | $2.88M | 0.13% | −80.0% | Reduced |
| Private Management Group Inc | 22,282 | $2.86M | 0.08% | −120−0.5% | Reduced |
| Cornerstone Wealth Management, LLC | 22,273 | $2.86M | 0.12% | +191+0.9% | Added |
| Dominguez Wealth Management Solutions, Inc. | 22,203 | $2.85M | 1.57% | −35−0.2% | Reduced |
| Peoples Financial Services Corp. | 22,170 | $2.85M | 1.23% | −63−0.3% | Reduced |
| CNB Bank | 22,166 | $2.85M | 1.11% | +751+3.5% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 22,154 | $2.85M | 1.71% | −7,850−26.2% | Reduced |
| Birmingham Capital Management Co Inc | 22,128 | $2.84M | 1.08% | −850−3.7% | Reduced |
| Shrier Wealth Management, LLC | 22,112 | $2.84M | 0.96% | +177+0.8% | Added |
| SCS Capital Management LLC | 21,998 | $2.84M | 0.03% | −615−2.7% | Reduced |
| Enhancing Capital LLC | 22,067 | $2.84M | 1.95% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 22,055 | $2.83M | 0.27% | +2,581+13.3% | Added |
| Sippican Capital Advisors | 22,030 | $2.83M | 1.73% | 00.0% | Unchanged |
| Bamco Inc | 22,000 | $2.83M | 0.00% | −3,000−12.0% | Reduced |
| Bank Ozk | 21,993 | $2.83M | 0.84% | −565−2.5% | Reduced |
| Sierra Summit Advisors LLC | 21,917 | $2.82M | 0.31% | +354+1.6% | Added |
| Traynor Capital Management, Inc. | 21,894 | $2.81M | 0.13% | −621−2.8% | Reduced |
| Wealth Alliance | 21,770 | $2.80M | 0.23% | −1,258−5.5% | Reduced |
| ESG Planning | 21,760 | $2.80M | 0.94% | −25−0.1% | Reduced |
| ARS Investment Partners, LLC | 21,672 | $2.78M | 0.12% | −394−1.8% | Reduced |
| Silverlake Wealth Management LLC | 21,599 | $2.78M | 0.53% | +728+3.5% | Added |
| Beaton Management Co. Inc. | 21,587 | $2.77M | 1.13% | −100−0.5% | Reduced |
| Sectoral Asset Management Inc | 21,480 | $2.77M | 1.94% | 00.0% | Unchanged |
| First PREMIER Bank | 21,539 | $2.77M | 0.45% | −473−2.1% | Reduced |
| Peak Asset Management, LLC | 21,535 | $2.77M | 0.41% | +4,500+26.4% | Added |
| Johnson Financial Group, Inc. | 21,390 | $2.77M | 0.09% | −680−3.1% | Reduced |
| NTV Asset Management LLC | 21,525 | $2.77M | 0.27% | +50.0% | Added |
| SeaCrest Wealth Management, LLC | 21,502 | $2.76M | 0.31% | −13,066−37.8% | Reduced |
| Archer Investment Corp | 21,453 | $2.76M | 0.53% | −2,639−11.0% | Reduced |
| Cozad Asset Management Inc | 21,402 | $2.75M | 0.18% | +221+1.0% | Added |
| Waddell & Associates, LLC | 21,357 | $2.74M | 0.14% | +425+2.0% | Added |
| HighPoint Advisor Group LLC | 21,349 | $2.74M | 0.10% | +1,136+5.6% | Added |
| Sheets Smith Wealth Management | 21,343 | $2.74M | 0.27% | −39−0.2% | Reduced |
| Montecito Bank & Trust | 21,223 | $2.73M | 0.41% | −459−2.1% | Reduced |
| Drucker Wealth 3.0, LLC | 21,201 | $2.72M | 0.43% | −209−1.0% | Reduced |
| Coastal Bridge Advisors, LLC | 21,141 | $2.72M | 0.17% | +92+0.4% | Added |
| IVC Wealth Advisors LLC | 21,139 | $2.72M | 1.06% | −55−0.3% | Reduced |
| Childress Capital Advisors, LLC | 21,037 | $2.70M | 0.44% | −905−4.1% | Reduced |
| Portside Wealth Group, LLC | 21,032 | $2.70M | 0.32% | +1,051+5.3% | Added |
| Red Cedar Investment Management, LLC | 20,972 | $2.69M | 0.26% | 00.0% | Unchanged |
| Nwam LLC | 20,971 | $2.69M | 0.13% | +10,124+93.3% | Added |
| Ancora Advisors, LLC | 20,902 | $2.69M | 0.05% | −1,390−6.2% | Reduced |
| Fairfield, Bush & Co. | 20,842 | $2.68M | 1.32% | −405−1.9% | Reduced |
| Calamos Wealth Management LLC | 20,811 | $2.67M | 0.08% | −10.0% | Reduced |
| Marathon Wealth Advisors LLC | 20,801 | $2.67M | 0.91% | +205+1.0% | Added |
| Brandywine Oak Private Wealth LLC | 20,784 | $2.67M | 0.20% | −200−1.0% | Reduced |
| IMA Wealth, Inc. | 20,561 | $2.66M | 0.17% | +991+5.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,685 | $2.66M | 0.29% | −10,387−33.4% | Reduced |
| RFG Advisory, LLC | 20,666 | $2.66M | 0.04% | −5,172−20.0% | Reduced |
| SWS Partners | 20,508 | $2.65M | 0.57% | +1,027+5.3% | Added |
| Moody National Bank Trust Division | 20,628 | $2.65M | 0.22% | −563−2.7% | Reduced |
| Next Level Private LLC | 20,575 | $2.64M | 0.52% | +59+0.3% | Added |
| Brady Martz Wealth Solutions, LLC | 20,562 | $2.64M | 0.40% | +449+2.2% | Added |
| Borer Denton & Associates, Inc. | 20,553 | $2.64M | 0.87% | +1,305+6.8% | Added |
| Gen-Wealth Partners Inc | 20,497 | $2.63M | 0.73% | −558−2.7% | Reduced |
| Opal Capital LLC | 20,497 | $2.63M | 0.47% | +8,569+71.8% | Added |
| Onyx Bridge Wealth Group LLC | 20,486 | $2.63M | 0.24% | +140+0.7% | Added |
| IFG Advisory, LLC | 20,458 | $2.63M | 0.09% | +20,300+12,848.1% | Added |
| Insight Inv LLC | 20,428 | $2.62M | 1.24% | −476−2.3% | Reduced |
| Allred Capital Management, LLC | 20,408 | $2.62M | 0.86% | −1,192−5.5% | Reduced |
| Orion Investment Co | 20,383 | $2.62M | 0.77% | −191−0.9% | Reduced |
| Green Square Capital Advisors LLC | 20,364 | $2.62M | 0.24% | −1,261−5.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 20,309 | $2.61M | 0.65% | −969−4.6% | Reduced |
| Ti-Trust, Inc | 20,300 | $2.61M | 1.40% | +1,100+5.7% | Added |
| Inman Jager Wealth Management, LLC | 20,279 | $2.61M | 1.39% | +962+5.0% | Added |
| Riverbend Wealth Management, LLC | 20,277 | $2.61M | 1.32% | +1,596+8.5% | Added |
| Family Capital Trust Co | 20,232 | $2.60M | 0.85% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 20,205 | $2.60M | 0.26% | +987+5.1% | Added |
| Mayflower Financial Advisors, LLC | 20,163 | $2.59M | 0.22% | +1,327+7.0% | Added |
| Advyzon Investment Management, LLC | 20,120 | $2.59M | 0.19% | −534−2.6% | Reduced |
| Vega Investment Solutions | 20,102 | $2.58M | 0.37% | +5,178+34.7% | Added |
| DAGCO, Inc. | 20,095 | $2.58M | 0.48% | +11+0.1% | Added |
| Qtron Investments LLC | 20,088 | $2.58M | 0.34% | −2,145−9.6% | Reduced |
| Excelsior Advisor Network LLC | 20,063 | $2.58M | 0.34% | +16,274+429.5% | Added |
| Jeppson Wealth Management, LLC | 20,022 | $2.57M | 0.76% | −166−0.8% | Reduced |
| Storgate, LLC | 20,013 | $2.57M | 0.53% | +10,659+114.0% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 20,005 | $2.57M | 0.43% | +2,306+13.0% | Added |
| Mindset Wealth Management, LLC | 19,964 | $2.57M | 0.49% | +867+4.5% | Added |
| Keystone Financial Group | 19,960 | $2.56M | 0.15% | −3,262−14.0% | Reduced |
| Stableford Capital II LLC | 19,941 | $2.56M | 0.89% | +6,788+51.6% | Added |
| Probity Advisors, Inc. | 19,934 | $2.56M | 0.37% | −385−1.9% | Reduced |
| Pflug Koory, LLC | 19,803 | $2.54M | 1.02% | +11+0.1% | Added |
| Retirement Guys Formula LLC | 19,784 | $2.54M | 0.96% | +1,461+8.0% | Added |
| Barry Investment Advisors, LLC | 19,781 | $2.54M | 0.53% | −71−0.4% | Reduced |
| Legacy Capital Group California, Inc. | 19,689 | $2.53M | 0.76% | +9,005+84.3% | Added |
| Kendall Capital Management | 19,682 | $2.53M | 0.42% | −100−0.5% | Reduced |
| Insight Advisors, LLC | 19,571 | $2.51M | 0.44% | −515−2.6% | Reduced |
| Convergence Financial, LLC | 19,556 | $2.51M | 0.20% | −2,784−12.5% | Reduced |
| Everhart Financial Group, Inc. | 19,484 | $2.50M | 0.16% | −490−2.5% | Reduced |
| Jefferson Bridge Capital, LLC | 19,470 | $2.50M | 2.17% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 19,379 | $2.49M | 0.33% | −74−0.4% | Reduced |
| Dudley Capital Management, LLC | 19,376 | $2.49M | 1.00% | +80.0% | Added |
| Icon Wealth Advisors, LLC | 19,305 | $2.48M | 0.15% | +4,047+26.5% | Added |
| Founders Financial Securities LLC | 19,290 | $2.48M | 0.13% | −303−1.5% | Reduced |
| Orca Investment Management, LLC | 19,257 | $2.47M | 1.80% | +1,061+5.8% | Added |
| TownSquare Capital, LLC | 19,213 | $2.47M | 0.45% | +674+3.6% | Added |
| Spire Wealth Management | 19,212 | $2.47M | 0.07% | −939−4.7% | Reduced |
| Ostrum Asset Management | 19,140 | $2.46M | 0.12% | −379−1.9% | Reduced |
| Tealwood Asset Management Inc | 19,133 | $2.46M | 0.94% | +281+1.5% | Added |
| Colton Groome Financial Advisors, LLC | 19,130 | $2.46M | 0.59% | +4,805+33.5% | Added |