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 |
|---|---|---|---|---|---|
| Investors Asset Management of Georgia Inc | 19,079 | $2.45M | 0.85% | +478+2.6% | Added |
| Field & Main Bank | 19,053 | $2.45M | 0.50% | +265+1.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 19,053 | $2.45M | 0.13% | +859+4.7% | Added |
| Reuter James Wealth Management, LLC | 18,997 | $2.44M | 0.32% | +577+3.1% | Added |
| Van Cleef Asset Management,Inc | 18,933 | $2.43M | 0.25% | −75−0.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 18,927 | $2.43M | 0.30% | +264+1.4% | Added |
| Cidel Asset Management Inc | 18,925 | $2.43M | 0.12% | −727−3.7% | Reduced |
| Premier Path Wealth Partners, LLC | 18,915 | $2.43M | 0.28% | +1,338+7.6% | Added |
| MONECO Advisors, LLC | 18,894 | $2.43M | 0.15% | +5,879+45.2% | Added |
| Agf Management Ltd | 18,816 | $2.42M | 0.01% | −11,487−37.9% | Reduced |
| First County Bank | 18,788 | $2.41M | 1.14% | −148−0.8% | Reduced |
| Strategic Financial Services, Inc, | 18,756 | $2.41M | 0.11% | −250−1.3% | Reduced |
| bLong Financial, LLC | 18,742 | $2.41M | 1.57% | −196−1.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 18,735 | $2.41M | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 18,642 | $2.40M | 0.12% | −7,272−28.1% | Reduced |
| SBI Securities Co., Ltd. | 18,631 | $2.39M | 0.05% | −1,151−5.8% | Reduced |
| Enterprise Financial Services Corp | 18,619 | $2.39M | 0.98% | −80.0% | Reduced |
| Heritage Wealth Advisors | 18,619 | $2.39M | 0.08% | −31,000−62.5% | Reduced |
| Howard Capital Management Inc. | 18,609 | $2.39M | 0.03% | +7,275+64.2% | Added |
| JFS Wealth Advisors, LLC | 18,599 | $2.39M | 0.12% | −620−3.2% | Reduced |
| National Philanthropic Trust | 18,602 | $2.39M | 0.03% | +417+2.3% | Added |
| Axxion S.A. | 18,507 | $2.38M | 0.17% | +18,507 | New |
| Avestar Capital, LLC | 18,444 | $2.38M | 0.14% | −32−0.2% | Reduced |
| Wealthquest Corp | 18,468 | $2.37M | 0.15% | +402+2.2% | Added |
| RMR Wealth Builders | 18,454 | $2.37M | 0.15% | +5,388+41.2% | Added |
| Value Partners Investments Inc. | 18,475 | $2.37M | 0.17% | +1,032+5.9% | Added |
| NCM Capital Management, LLC | 18,441 | $2.37M | 0.73% | +1,054+6.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 18,407 | $2.37M | 0.22% | +102+0.6% | Added |
| Gillespie Robinson & Grimm Inc | 18,402 | $2.36M | 0.15% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 18,386 | $2.36M | 0.99% | +972+5.6% | Added |
| Wolff Wiese Magana LLC | 18,367 | $2.36M | 1.09% | −797−4.2% | Reduced |
| QV Investors Inc. | 18,367 | $2.36M | 0.18% | −110,570−85.8% | Reduced |
| Altfest L J & Co Inc | 18,355 | $2.36M | 0.23% | −509−2.7% | Reduced |
| Kera Capital Partners, Inc. | 18,314 | $2.35M | 0.23% | −723−3.8% | Reduced |
| Evermay Wealth Management LLC | 18,218 | $2.35M | 0.24% | +4,297+30.9% | Added |
| Redmond Asset Management, LLC | 18,174 | $2.34M | 0.58% | −843−4.4% | Reduced |
| Home Federal Bank of Tennessee | 18,095 | $2.33M | 0.50% | +1,200+7.1% | Added |
| Thrive Wealth Management, LLC | 18,054 | $2.32M | 0.30% | +445+2.5% | Added |
| Quest Investment Management LLC | 18,000 | $2.31M | 0.27% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 17,988 | $2.31M | 1.12% | −515−2.8% | Reduced |
| PCM Encore, LLC | 17,958 | $2.31M | 0.41% | −35−0.2% | Reduced |
| Fruth Investment Management | 17,950 | $2.31M | 0.55% | −140−0.8% | Reduced |
| Wills Financial Group LLC | 17,931 | $2.30M | 0.84% | +1,315+7.9% | Added |
| Indivisible Partners | 17,859 | $2.29M | 0.13% | +4,592+34.6% | Added |
| PDS Planning, Inc | 17,830 | $2.29M | 0.13% | +253+1.4% | Added |
| Financial Advisory Partners, LLC | 17,793 | $2.29M | 0.60% | +128+0.7% | Added |
| Center for Wealth Management Advisory | 17,696 | $2.27M | 1.43% | +392+2.3% | Added |
| Paradigm Financial Partners, LLC | 17,671 | $2.27M | 0.21% | +4,570+34.9% | Added |
| Old North State Wealth Management, LLC | 17,648 | $2.27M | 0.97% | +97+0.6% | Added |
| Thoroughbred Financial Services, LLC | 17,635 | $2.27M | 0.11% | −133−0.7% | Reduced |
| Whalerock Point Partners, LLC | 17,615 | $2.26M | 0.39% | −250−1.4% | Reduced |
| BSW Wealth Partners | 17,580 | $2.26M | 0.25% | −414−2.3% | Reduced |
| Webster Bank, N. A. | 17,577 | $2.26M | 0.20% | +124+0.7% | Added |
| Aspiriant, LLC | 17,559 | $2.26M | 0.06% | +2,125+13.8% | Added |
| Berkeley Capital Partners, LLC | 17,441 | $2.24M | 0.46% | +262+1.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 17,433 | $2.24M | 0.46% | −167−0.9% | Reduced |
| Christine Messmer PC | 17,432 | $2.24M | 1.26% | +32+0.2% | Added |
| Stone Point Wealth LLC | 17,426 | $2.24M | 0.57% | −140−0.8% | Reduced |
| Bernardo Wealth Planning LLC | 17,399 | $2.24M | 0.38% | +335+2.0% | Added |
| Schmidt P J Investment Management Inc | 17,392 | $2.23M | 0.35% | −300−1.7% | Reduced |
| Compass Ion Advisors, LLC | 17,384 | $2.23M | 0.19% | −409−2.3% | Reduced |
| Puzo Michael J | 17,353 | $2.23M | 0.57% | −200−1.1% | Reduced |
| Cypress Asset Management Inc | 17,282 | $2.22M | 0.43% | +177+1.0% | Added |
| LeClair Wealth Partners LLC | 17,254 | $2.22M | 1.15% | +17,254 | New |
| Ascent Wealth Partners, LLC | 17,254 | $2.22M | 0.22% | +421+2.5% | Added |
| Lantz Financial LLC | 17,221 | $2.21M | 0.41% | −304−1.7% | Reduced |
| Sentinel Trust Co Lba | 17,190 | $2.21M | 0.20% | +209+1.2% | Added |
| Signet Investment Advisory Group, Inc. | 17,170 | $2.21M | 0.97% | +175+1.0% | Added |
| Sentinus, LLC | 17,037 | $2.19M | 0.17% | +1,248+7.9% | Added |
| Murphy Pohlad Asset Management LLC | 17,023 | $2.19M | 0.76% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 16,957 | $2.18M | 0.34% | +7,729+83.8% | Added |
| Wulff, Hansen & Co. | 16,940 | $2.18M | 1.67% | −585−3.3% | Reduced |
| Central Pacific Bank - Trust Division | 16,924 | $2.17M | 0.22% | +8,487+100.6% | Added |
| Transamerica Financial Advisors, Inc. | 16,868 | $2.17M | 0.18% | +20.0% | Added |
| Asset Dedication, LLC | 16,886 | $2.17M | 0.14% | +45+0.3% | Added |
| Oak Associates, Ltd | 16,835 | $2.16M | 0.12% | 00.0% | Unchanged |
| Kennebec Savings Bank | 16,803 | $2.16M | 1.73% | −1,219−6.8% | Reduced |
| Creative Financial Designs Inc | 16,797 | $2.16M | 0.10% | +335+2.0% | Added |
| Signal Advisors Wealth, LLC | 16,779 | $2.16M | 0.11% | +6,774+67.7% | Added |
| Legacy Private Trust Co. | 16,709 | $2.15M | 0.12% | −406−2.4% | Reduced |
| Fiduciary Alliance LLC | 16,686 | $2.14M | 0.14% | +98+0.6% | Added |
| Burney Co | 16,615 | $2.14M | 0.06% | +215+1.3% | Added |
| Walsky Investment Management, Inc. | 16,605 | $2.13M | 1.98% | +290+1.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 16,523 | $2.12M | 0.38% | +298+1.8% | Added |
| Doliver Advisors, LP | 16,522 | $2.12M | 0.48% | −689−4.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 16,394 | $2.12M | 0.07% | −900−5.2% | Reduced |
| Gold Investment Management Ltd. | 16,465 | $2.12M | 0.57% | +386+2.4% | Added |
| Kestra Investment Management, LLC | 16,464 | $2.12M | 0.04% | −2,130−11.5% | Reduced |
| Sivia Capital Partners, LLC | 16,440 | $2.11M | 0.26% | 00.0% | Unchanged |
| Processus Wealth & Capital Management, LLC | 16,407 | $2.11M | 1.25% | +534+3.4% | Added |
| Diamant Asset Management, Inc. | 16,370 | $2.10M | 1.43% | −2,052,017−99.2% | Reduced |
| YANKCOM Partnership | 16,362 | $2.10M | 0.75% | −107−0.6% | Reduced |
| Portfolio Design Labs, LLC | 16,354 | $2.10M | 0.34% | +418+2.6% | Added |
| Virtus Investment Advisers, Inc. | 16,352 | $2.10M | 0.49% | −1,233−7.0% | Reduced |
| Caerus Investment Advisors, LLC | 16,326 | $2.10M | 0.71% | −2,237−12.1% | Reduced |
| Gables Capital Management Inc. | 16,302 | $2.09M | 0.76% | −50−0.3% | Reduced |
| Heartland Bank & Trust Co | 16,296 | $2.09M | 0.43% | −293−1.8% | Reduced |
| Eley Financial Management, Inc | 16,295 | $2.09M | 0.68% | +357+2.2% | Added |
| Atlas Brown,Inc. | 16,181 | $2.08M | 0.56% | −34−0.2% | Reduced |
| Delta Financial Advisors LLC | 16,179 | $2.08M | 0.49% | +183+1.1% | Added |