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: 20 institutions have reported holding MRK so far. See Q3 2026
- Institutional holders
- 3,855
- +96 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
- 214
- 1,635 more added
- Sold out
- 118
- 1,508 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 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $196.9B |
| Q3 2024 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Corundum Group, Inc. | 10,703 | $1.38M | 0.41% | +205+2.0% | Added |
| M. Kraus & Co | 10,698 | $1.37M | 0.36% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 10,678 | $1.37M | 0.12% | −81−0.8% | Reduced |
| Breakwater Capital Group | 10,650 | $1.37M | 0.16% | −1,765−14.2% | Reduced |
| Payne Capital LLC | 10,637 | $1.37M | 1.14% | 00.0% | Unchanged |
| Dover Advisors, LLC | 12,880 | $1.37M | 0.56% | +1,456+12.7% | Added |
| Venturi Wealth Management, LLC | 10,622 | $1.36M | 0.05% | +502+5.0% | Added |
| Summit Financial Wealth Advisors, LLC | 10,611 | $1.36M | 0.17% | +754+7.6% | Added |
| Retirement Planning Co of New England, Inc. | 10,597 | $1.36M | 0.49% | +31+0.3% | Added |
| Allen Capital Group, LLC | 10,589 | $1.36M | 0.11% | −26−0.2% | Reduced |
| Millstone Evans Group, LLC | 10,569 | $1.36M | 0.73% | −3,017−22.2% | Reduced |
| Westco Advisory Services Inc | 10,558 | $1.36M | 0.82% | −328−3.0% | Reduced |
| WBH Advisory Inc | 10,549 | $1.36M | 0.09% | −413−3.8% | Reduced |
| Langley Wealth Management, LLC | 10,546 | $1.36M | 1.32% | +10,546 | New |
| B&L Asset Management LLC | 10,538 | $1.35M | 0.47% | +358+3.5% | Added |
| CRA Financial Services, LLC | 10,499 | $1.35M | 0.16% | +136+1.3% | Added |
| Crewe Advisors LLC | 10,490 | $1.35M | 0.10% | +665+6.8% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 10,472 | $1.35M | 0.55% | +9+0.1% | Added |
| Severin Investments, LLC | 10,464 | $1.34M | 1.01% | −1,409−11.9% | Reduced |
| Klingman & Associates, LLC | 10,463 | $1.34M | 0.06% | +166+1.6% | Added |
| Westbourne Investment Advisors, Inc. | 10,461 | $1.34M | 0.37% | +200+1.9% | Added |
| Gilman Hill Asset Management, LLC | 10,457 | $1.34M | 0.18% | −400−3.7% | Reduced |
| Hedges Asset Management LLC | 10,450 | $1.34M | 0.88% | +10,450 | New |
| Sage Rhino Capital LLC | 10,448 | $1.34M | 0.22% | +34+0.3% | Added |
| Unified Investment Management | 10,446 | $1.34M | 1.25% | +306+3.0% | Added |
| Trust Co of the South | 10,430 | $1.34M | 0.19% | −133−1.3% | Reduced |
| Advisor Resource Council | 10,570 | $1.34M | 0.45% | +2,407+29.5% | Added |
| Old Mission Investment Co LLC | 10,342 | $1.34M | 0.28% | −10−0.1% | Reduced |
| AdvisorNet Financial, Inc | 10,405 | $1.34M | 0.06% | −295−2.8% | Reduced |
| Eagle Wealth Strategies LLC | 10,404 | $1.34M | 0.51% | −74−0.7% | Reduced |
| Zullo Investment Group, Inc. | 10,396 | $1.34M | 0.46% | −726−6.5% | Reduced |
| BluePath Capital Management, LLC | 10,393 | $1.34M | 0.73% | −652−5.9% | Reduced |
| Dynasty Wealth Management, LLC | 10,391 | $1.34M | 0.01% | −136−1.3% | Reduced |
| Baxter Bros Inc | 10,391 | $1.34M | 0.15% | +824+8.6% | Added |
| Formidable Asset Management, LLC | 11,070 | $1.33M | 0.21% | −200−1.8% | Reduced |
| Gateway Wealth Partners, LLC | 10,347 | $1.33M | 0.08% | −6,284−37.8% | Reduced |
| Quotient Wealth Partners, LLC | 10,346 | $1.33M | 0.03% | +563+5.8% | Added |
| BankPlus Trust Department | 10,294 | $1.32M | 0.31% | −1,008−8.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,279 | $1.32M | 0.14% | −11,053−51.8% | Reduced |
| Oslo Pensjonsforsikring AS | 10,269 | $1.32M | 0.15% | −1,378−11.8% | Reduced |
| Navigation Group, LLC | 10,265 | $1.32M | 0.26% | 00.0% | Unchanged |
| NBH Bank | 10,243 | $1.32M | 0.55% | +10,243 | New |
| Aviso Wealth Management | 10,229 | $1.31M | 0.52% | −68−0.7% | Reduced |
| VeraBank, N.A. | 10,222 | $1.31M | 0.22% | −377−3.6% | Reduced |
| CSS LLC | 10,210 | $1.31M | 0.06% | −3,655−26.4% | Reduced |
| Spirepoint Private Client, LLC | 10,184 | $1.31M | 0.11% | −1,347−11.7% | Reduced |
| CSM Advisors, LLC | 10,162 | $1.31M | 0.03% | −981−8.8% | Reduced |
| Wellington Shields Capital Management, LLC | 10,175 | $1.31M | 0.17% | +3,201+45.9% | Added |
| Wealth Effects LLC | 10,164 | $1.31M | 0.35% | +350+3.6% | Added |
| Notis-McConarty Edward | 10,150 | $1.30M | 0.56% | 00.0% | Unchanged |
| Leisure Capital Management | 10,142 | $1.30M | 0.41% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 10,131 | $1.30M | 0.54% | 00.0% | Unchanged |
| First Washington CORP | 10,130 | $1.30M | 0.32% | 00.0% | Unchanged |
| Dickmeyer Boyce Financial Management, Inc. | 10,129 | $1.30M | 0.67% | +891+9.6% | Added |
| Xxi Wealth, LLC | 10,121 | $1.30M | 0.60% | −156−1.5% | Reduced |
| Alhambra Investment Partners LLC | 10,112 | $1.30M | 0.57% | −422−4.0% | Reduced |
| Lynch Asset Management, Inc. | 10,100 | $1.30M | 0.35% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 10,095 | $1.30M | 0.11% | −249−2.4% | Reduced |
| Kentucky Trust Co | 10,078 | $1.30M | 0.62% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 10,076 | $1.29M | 0.27% | −63−0.6% | Reduced |
| Defiance ETFs, LLC | 10,312 | $1.29M | 0.02% | +2,031+24.5% | Added |
| Hickory Point Bank & Trust | 10,050 | $1.29M | 0.78% | −25−0.2% | Reduced |
| Smithbridge Asset Management Inc | 10,048 | $1.29M | 0.18% | −470−4.5% | Reduced |
| Graybill Bartz & Assoc Ltd | 10,047 | $1.29M | 0.35% | 00.0% | Unchanged |
| Essential Partners LLC | 10,044 | $1.29M | 0.59% | −15,868−61.2% | Reduced |
| VisionPoint Advisory Group, LLC | 10,039 | $1.29M | 0.21% | +1,220+13.8% | Added |
| Ashton Thomas Securities, LLC | 10,137 | $1.29M | 0.19% | +1,866+22.6% | Added |
| CV Advisors LLC | 10,000 | $1.28M | 0.24% | +10,000 | New |
| Paul Damon & Associates, Inc. | 9,999 | $1.28M | 0.50% | +56+0.6% | Added |
| MSH Capital Advisors LLC | 9,998 | $1.28M | 0.22% | −36−0.4% | Reduced |
| DeDora Capital, Inc. | 9,956 | $1.28M | 0.28% | −204−2.0% | Reduced |
| Guerra Pan Advisors, LLC | 9,920 | $1.27M | 0.71% | −6−0.1% | Reduced |
| Round Rock Advisors, LLC | 9,901 | $1.27M | 0.16% | +66+0.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 9,886 | $1.27M | 0.47% | −175−1.7% | Reduced |
| Lipe & Dalton | 9,883 | $1.27M | 0.59% | −145−1.4% | Reduced |
| Continuum Advisory, LLC | 9,850 | $1.27M | 0.10% | −31−0.3% | Reduced |
| Trustco Bank Corp N Y | 9,841 | $1.26M | 0.92% | +350+3.7% | Added |
| Evernest Financial Advisors, LLC | 9,826 | $1.26M | 0.26% | −966−9.0% | Reduced |
| Capital Advisors Inc | 9,821 | $1.26M | 0.02% | +46+0.5% | Added |
| Chase Investment Counsel Corp | 9,815 | $1.26M | 0.27% | +3,591+57.7% | Added |
| GW&K Investment Management, LLC | 9,792 | $1.26M | 0.01% | −875−8.2% | Reduced |
| Greenwood Capital Associates LLC | 9,775 | $1.26M | 0.12% | −217−2.2% | Reduced |
| Rossby Financial, LCC | 9,768 | $1.26M | 0.23% | +2,413+32.8% | Added |
| Intrinsic Value Partners, LLC | 9,767 | $1.26M | 0.86% | −130−1.3% | Reduced |
| Anchyra Partners LLC | 9,746 | $1.25M | 0.30% | +535+5.8% | Added |
| Zenith Solutions, Inc. | 9,739 | $1.25M | 1.13% | +9,739 | New |
| Chesapeake Capital Corp | 9,736 | $1.25M | 0.68% | +764+8.5% | Added |
| Intelligence Driven Advisers, LLC | 9,720 | $1.25M | 0.20% | −2,235−18.7% | Reduced |
| Connecticut Wealth Management, LLC | 9,714 | $1.25M | 0.05% | −62−0.6% | Reduced |
| Calton & Associates, Inc. | 9,693 | $1.25M | 0.18% | +2,854+41.7% | Added |
| Everest Financial Group LLC | 9,678 | $1.24M | 0.17% | −797−7.6% | Reduced |
| Patron Partners Advisors, LLC | 9,663 | $1.24M | 0.48% | +7+0.1% | Added |
| Coco Enterprises, LLC | 9,878 | $1.24M | 0.63% | −286−2.8% | Reduced |
| Jmac Enterprises LLC | 9,621 | $1.24M | 0.21% | +4,802+99.6% | Added |
| Acorn Financial Advisory Services Inc | 9,615 | $1.24M | 0.16% | −78−0.8% | Reduced |
| Kidder Stephen W | 9,608 | $1.23M | 0.31% | 00.0% | Unchanged |
| Lederer & Associates Investment Counsel | 9,603 | $1.23M | 0.81% | +84+0.9% | Added |
| Great Diamond Partners, LLC | 9,602 | $1.23M | 0.21% | +1,126+13.3% | Added |
| Taylor Hoffman Capital Management LLC | 9,585 | $1.23M | 0.30% | 00.0% | Unchanged |
| Alta Advisers Ltd | 9,584 | $1.23M | 0.28% | 00.0% | Unchanged |