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: 43 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 |
|---|---|---|---|---|---|
| Cypress Capital Advisors, LLC | 8,433 | $1.08M | 0.45% | −535−6.0% | Reduced |
| Total Wealth Planning & Management, Inc. | 8,427 | $1.08M | 0.79% | −407−4.6% | Reduced |
| Magnolia Capital Management Ltd | 8,417 | $1.08M | 0.75% | −2,779−24.8% | Reduced |
| Aurdan Capital Management, LLC | 8,418 | $1.08M | 0.27% | −1,510−15.2% | Reduced |
| Northern Financial Advisors Inc | 8,398 | $1.08M | 0.71% | +143+1.7% | Added |
| YHB Investment Advisors, Inc. | 8,398 | $1.08M | 0.07% | −50−0.6% | Reduced |
| Roman Butler Fullerton & Co | 8,695 | $1.08M | 0.26% | +244+2.9% | Added |
| Jessup Wealth Management, Inc | 8,375 | $1.08M | 0.32% | −54,569−86.7% | Reduced |
| Berger Financial Group, Inc | 8,364 | $1.07M | 0.05% | −63−0.7% | Reduced |
| Strategic Advisors LLC | 8,362 | $1.07M | 0.24% | +30.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,359 | $1.07M | 0.04% | −251−2.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8,338 | $1.07M | 0.16% | +205+2.5% | Added |
| Northcape Wealth Management, LLC | 8,353 | $1.07M | 0.28% | −208−2.4% | Reduced |
| SGL Investment Advisors, Inc. | 8,197 | $1.07M | 0.37% | +251+3.2% | Added |
| T. Rowe Price Investment Management, Inc. | 8,336 | $1.07M | 0.00% | +66+0.8% | Added |
| Edentree Asset Management Ltd | 8,340 | $1.07M | 0.33% | −45,000−84.4% | Reduced |
| Wakefield Asset Management LLLP | 8,331 | $1.07M | 0.24% | 00.0% | Unchanged |
| Sym Financial Corp | 8,324 | $1.07M | 0.09% | −12−0.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 8,319 | $1.07M | 0.15% | +29+0.3% | Added |
| Commonwealth Financial Services, LLC | 8,315 | $1.07M | 0.14% | +782+10.4% | Added |
| Sara-Bay Financial | 8,311 | $1.07M | 0.28% | −321−3.7% | Reduced |
| Capstone Financial Advisors, Inc. | 8,309 | $1.07M | 0.05% | +65+0.8% | Added |
| West Branch Capital LLC | 8,301 | $1.07M | 0.25% | +869+11.7% | Added |
| Main Street Research LLC | 8,298 | $1.07M | 0.05% | −1,223−12.8% | Reduced |
| Brindle & Bay Financial Advisors, LLC | 8,294 | $1.07M | 0.53% | +1,205+17.0% | Added |
| Generation Capital Management LLC | 8,294 | $1.07M | 0.65% | −177−2.1% | Reduced |
| Plan Group Financial, LLC | 8,264 | $1.06M | 0.22% | −1,139−12.1% | Reduced |
| Charles Schwab Trust Co | 8,250 | $1.06M | 0.06% | +330+4.2% | Added |
| Hartford Funds Management Co LLC | 8,223 | $1.06M | 0.08% | −81−1.0% | Reduced |
| AssuredPartners Investment Advisors, LLC | 8,218 | $1.06M | 0.10% | −510−5.8% | Reduced |
| Channel Wealth LLC | 8,207 | $1.05M | 0.24% | −146−1.7% | Reduced |
| InvesTrust | 8,198 | $1.05M | 0.41% | −113−1.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 8,188 | $1.05M | 0.35% | 00.0% | Unchanged |
| Trust Co | 8,184 | $1.05M | 0.09% | −2,631−24.3% | Reduced |
| Sittner & Nelson, LLC | 8,165 | $1.05M | 0.33% | +18+0.2% | Added |
| Barton Investment Management | 8,158 | $1.05M | 0.14% | 00.0% | Unchanged |
| Elevatus Welath Management | 8,152 | $1.05M | 0.25% | +4,246+108.7% | Added |
| Cary Street Partner Investment Advisory LLC | 8,104 | $1.04M | 0.21% | +1,120+16.0% | Added |
| PKS Advisory Services, LLC | 8,103 | $1.04M | 0.17% | +1,450+21.8% | Added |
| Polymer Capital Management (HK) LTD | 8,100 | $1.04M | 0.11% | −34,470−81.0% | Reduced |
| Wilkinson Global Asset Management LLC | 8,090 | $1.04M | 0.08% | 00.0% | Unchanged |
| Cooper Financial Group | 8,089 | $1.04M | 0.09% | −429−5.0% | Reduced |
| Amussen Hunsaker Associates LLC | 8,077 | $1.04M | 0.10% | +7+0.1% | Added |
| CFM Wealth Partners LLC | 8,071 | $1.04M | 0.13% | 00.0% | Unchanged |
| McRae Capital Management Inc | 8,069 | $1.04M | 0.20% | −200−2.4% | Reduced |
| Basecamp Wealth Advisors LLC | 8,064 | $1.04M | 0.19% | −138−1.7% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 8,000 | $1.04M | 0.03% | 00.0% | Unchanged |
| Mendel Money Management | 8,050 | $1.03M | 0.38% | −746−8.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 8,037 | $1.03M | 0.40% | −53−0.7% | Reduced |
| Renaissance Investment Group LLC | 8,037 | $1.03M | 0.20% | +204+2.6% | Added |
| Madison Wealth Partners, Inc | 8,024 | $1.03M | 0.13% | +6,006+297.6% | Added |
| LOM Asset Management Ltd | 8,021 | $1.03M | 0.27% | +1,386+20.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 8,019 | $1.03M | 0.28% | +10.0% | Added |
| Winthrop Advisory Group LLC | 7,931 | $1.03M | 0.07% | +480+6.4% | Added |
| Acumen Wealth Advisors, LLC | 7,919 | $1.02M | 0.22% | −19,307−70.9% | Reduced |
| Professional Advisory Services Inc | 7,972 | $1.02M | 0.12% | 00.0% | Unchanged |
| Builder Investment Group Inc | 7,967 | $1.02M | 0.20% | +6+0.1% | Added |
| King Wealth | 7,948 | $1.02M | 0.11% | +53+0.7% | Added |
| Northwest Wealth Management, LLC | 7,944 | $1.02M | 0.13% | −9−0.1% | Reduced |
| Rexford Capital Inc | 7,926 | $1.02M | 0.62% | +24+0.3% | Added |
| Orion Capital Management LLC | 7,922 | $1.02M | 0.32% | +16+0.2% | Added |
| Elyxium Wealth, LLC | 7,919 | $1.02M | 0.11% | +2,829+55.6% | Added |
| Staley Capital Advisers Inc | 7,910 | $1.02M | 0.04% | −135−1.7% | Reduced |
| Orca Wealth Management, LLC | 7,878 | $1.01M | 0.61% | −68−0.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 7,860 | $1.01M | 0.25% | −500−6.0% | Reduced |
| Greenspring Advisors, LLC | 7,857 | $1.01M | 0.06% | −8−0.1% | Reduced |
| Ames National Corp | 7,854 | $1.01M | 0.56% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 7,852 | $1.01M | 0.17% | +56+0.7% | Added |
| Bogart Wealth, LLC | 7,849 | $1.01M | 0.03% | +565+7.8% | Added |
| Karani Asset Management LLC | 7,836 | $1.01M | 0.73% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7,826 | $1.01M | 0.09% | +626+8.7% | Added |
| Verus Capital Partners, LLC | 7,818 | $1.00M | 0.05% | −560−6.7% | Reduced |
| Washington Trust Advisors, Inc. | 7,790 | $1.00M | 0.07% | −1,116−12.5% | Reduced |
| Abel Hall, LLC | 7,789 | $1.00M | 0.17% | −8,120−51.0% | Reduced |
| Capital Advantage, Inc. | 7,767 | $998.0K | 0.12% | −406−5.0% | Reduced |
| Prepared Retirement Institute LLC | 7,753 | $996.3K | 0.42% | +8+0.1% | Added |
| Talon Private Wealth, LLC | 7,741 | $994.7K | 0.12% | +7,741 | New |
| Willner & Heller, LLC | 7,737 | $994.2K | 0.62% | +103+1.3% | Added |
| Old Port Advisors | 7,724 | $992.5K | 0.20% | +667+9.5% | Added |
| Fort Point Capital Partners LLC | 7,670 | $992.1K | 0.11% | +762+11.0% | Added |
| Edgewood Management LLC | 7,718 | $991.8K | 0.01% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 7,714 | $991.4K | 0.12% | +200+2.7% | Added |
| 17 Capital Partners, LLC | 7,704 | $990.0K | 0.45% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 7,648 | $989.3K | 0.09% | −286−3.6% | Reduced |
| F/M Investments LLC | 7,674 | $986.1K | 0.05% | +1,252+19.5% | Added |
| Mosaic Financial Group, LLC | 7,641 | $982.0K | 0.63% | −73−0.9% | Reduced |
| Sunpointe, LLC | 7,636 | $981.2K | 0.28% | −1,374−15.2% | Reduced |
| Cromwell Holdings LLC | 7,577 | $980.1K | 0.44% | +95+1.3% | Added |
| Bank of Stockton | 7,615 | $978.5K | 0.27% | −97−1.3% | Reduced |
| Financial Consulate, Inc | 7,599 | $977.8K | 0.11% | +41+0.5% | Added |
| IFG Advisors, LLC | 7,609 | $977.7K | 0.13% | 00.0% | Unchanged |
| Athena Investment Management | 7,598 | $976.4K | 0.58% | −1,179−13.4% | Reduced |
| Lighthouse Financial Services Inc | 7,780 | $975.3K | 0.20% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 7,589 | $975.1K | 0.28% | +186+2.5% | Added |
| Tevis Investment Management | 7,534 | $974.5K | 0.53% | +5+0.1% | Added |
| Meadowbrook Advisors Group, LLC | 7,576 | $973.5K | 0.52% | −2,850−27.3% | Reduced |
| Maple Capital Management, Inc. | 7,566 | $972.3K | 0.06% | −827−9.9% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 7,565 | $972.1K | 0.76% | +835+12.4% | Added |
| Morton Capital Management LLC | 7,531 | $967.8K | 0.13% | +598+8.6% | Added |
| Income Insurance Ltd | 7,530 | $967.6K | 0.58% | 00.0% | Unchanged |