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 |
|---|---|---|---|---|---|
| Virtus Family Office LLC | 7,473 | $966.6K | 0.76% | −433−5.5% | Reduced |
| Lesa Sroufe & Co | 30,189 | $964.0K | 0.69% | +21,122+233.0% | Added |
| Perkins Capital Management Inc | 7,500 | $963.8K | 0.76% | −250−3.2% | Reduced |
| Red Wave Investments LLC | 7,500 | $963.8K | 0.24% | +24+0.3% | Added |
| Tempus Wealth Planning, LLC | 7,491 | $962.6K | 0.19% | +554+8.0% | Added |
| Roehl & Yi Investment Advisors, LLC | 7,486 | $961.9K | 0.32% | +2,523+50.8% | Added |
| ProVise Management Group, LLC | 7,483 | $961.6K | 0.06% | −335−4.3% | Reduced |
| Mizuho Markets Cayman LP | 7,473 | $960.3K | 0.04% | +7,473 | New |
| Investment Advisory Services Inc | 7,465 | $959.3K | 0.28% | +84+1.1% | Added |
| Sweeney & Michel, LLC | 7,447 | $957.5K | 0.25% | −242−3.1% | Reduced |
| Kaufman Rossin Wealth, LLC | 7,655 | $957.4K | 0.45% | +149+2.0% | Added |
| Cim Investment Mangement Inc | 7,447 | $956.9K | 0.23% | −693−8.5% | Reduced |
| TRB Wealth Management, LLC | 7,434 | $955.3K | 0.13% | −1,499−16.8% | Reduced |
| Financial Harvest, LLC | 7,429 | $954.6K | 0.39% | +271+3.8% | Added |
| Sunbeam Capital Management, LLC | 7,398 | $950.7K | 0.43% | +67+0.9% | Added |
| Cross Staff Investments Inc | 7,397 | $950.5K | 0.57% | 00.0% | Unchanged |
| Sapient Capital LLC | 7,327 | $947.7K | 0.01% | −9,075−55.3% | Reduced |
| Magnus Financial Group LLC | 7,351 | $944.5K | 0.07% | −25−0.3% | Reduced |
| Barlow Wealth Partners, Inc. | 7,490 | $943.7K | 0.10% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7,342 | $943.4K | 0.16% | +296+4.2% | Added |
| Yoffe Investment Management, LLC | 7,341 | $943.3K | 1.08% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 7,331 | $942.0K | 0.26% | +1,878+34.4% | Added |
| G&S Capital LLC | 7,326 | $941.5K | 0.27% | −10.0% | Reduced |
| Old North State Trust, LLC | 7,326 | $941.0K | 0.48% | −1,137−13.4% | Reduced |
| Appleton Partners Inc | 7,307 | $939.0K | 0.06% | +939+14.7% | Added |
| Summit Asset Management, LLC | 7,305 | $938.7K | 0.12% | +864+13.4% | Added |
| Systematic Financial Management LP | 7,300 | $938.0K | 0.02% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $938.0K | 0.02% | 00.0% | Unchanged |
| May Hill Capital, LLC | 7,298 | $937.8K | 0.20% | −10−0.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 7,297 | $937.7K | 0.17% | +108+1.5% | Added |
| US Asset Management LLC | 7,277 | $935.1K | 0.71% | 00.0% | Unchanged |
| Grace & White Inc | 7,267 | $933.8K | 0.15% | 00.0% | Unchanged |
| Vigilare Wealth Management | 7,267 | $933.8K | 0.29% | +5,482+307.1% | Added |
| Autumn Glory Partners, LLC | 7,251 | $931.8K | 0.26% | −1,971−21.4% | Reduced |
| Port Capital LLC | 7,247 | $931.2K | 0.04% | −261−3.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,229 | $929.3K | 0.02% | +600+9.1% | Added |
| Bath Savings Trust Co | 7,227 | $928.7K | 0.10% | +1,494+26.1% | Added |
| Ignite Planners, LLC | 7,223 | $928.5K | 0.13% | +368+5.4% | Added |
| Sendero Wealth Management, LLC | 7,221 | $927.9K | 0.09% | +2,380+49.2% | Added |
| Concentric Capital Strategies, LP | 7,217 | $927.4K | 0.06% | +3,725+106.7% | Added |
| M.E. Allison & Co., Inc. | 7,203 | $925.6K | 0.53% | +59+0.8% | Added |
| Wrapmanager Inc | 7,185 | $923.3K | 0.29% | −68−0.9% | Reduced |
| Signature Wealth Management Partners, LLC | 7,180 | $922.6K | 0.43% | +10.0% | Added |
| Affinity Investment Advisors, LLC | 7,172 | $921.6K | 0.47% | +27+0.4% | Added |
| Simplify Asset Management Inc. | 7,167 | $921.0K | 0.01% | +623+9.5% | Added |
| Cercano Management LLC | 7,156 | $919.5K | 0.12% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 7,156 | $919.5K | 0.59% | +1,633+29.6% | Added |
| RFG - Bristol Wealth Advisors, LLC | 7,151 | $918.9K | 0.22% | +135+1.9% | Added |
| Resolute Wealth Strategies, LLC | 7,143 | $917.8K | 0.36% | +69+1.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 7,118 | $915.0K | 0.17% | +900+14.5% | Added |
| Beacon Financial Advisory LLC | 7,120 | $914.9K | 0.18% | +489+7.4% | Added |
| TrueWealth Advisors, LLC | 7,109 | $913.5K | 0.21% | +525+8.0% | Added |
| Bingham Private Wealth, LLC | 7,105 | $913.2K | 0.63% | +1,114+18.6% | Added |
| Thayer Partners, LLC | 7,103 | $912.8K | 0.38% | −21−0.3% | Reduced |
| Greenwich Wealth Management LLC | 7,081 | $910.0K | 0.03% | −840−10.6% | Reduced |
| Townsend & Associates, Inc | 7,314 | $909.9K | 0.08% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 6,957 | $906.9K | 0.06% | −1,187−14.6% | Reduced |
| Knightsbridge Asset Management, LLC | 7,055 | $906.5K | 0.12% | −408−5.5% | Reduced |
| Cetera Trust Company, N.A | 7,054 | $906.4K | 0.45% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 7,052 | $906.2K | 0.20% | 00.0% | Unchanged |
| Centennial Bank | 7,051 | $906.1K | 0.29% | +122+1.8% | Added |
| Beacon Financial Group | 7,047 | $905.6K | 0.08% | +678+10.6% | Added |
| Hardy Reed LLC | 7,034 | $903.9K | 0.06% | +656+10.3% | Added |
| Bedel Financial Consulting, Inc. | 7,015 | $901.4K | 0.09% | +86+1.2% | Added |
| Burns J W & Co Inc | 7,012 | $901.0K | 0.09% | −187−2.6% | Reduced |
| TCFG Investment Advisors, LLC | 7,004 | $900.0K | 0.30% | +102+1.5% | Added |
| Ridgecrest Wealth Partners, LLC | 7,002 | $899.8K | 0.43% | +164+2.4% | Added |
| Colonial Trust Co | 6,995 | $898.8K | 0.11% | −2,025−22.5% | Reduced |
| Impact Partnership Wealth, LLC | 6,993 | $898.7K | 0.09% | +2,415+52.8% | Added |
| LBMC Investment Advisors, LLC | 6,967 | $895.3K | 0.05% | −2,032−22.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 6,964 | $894.9K | 0.11% | +193+2.9% | Added |
| JT Stratford LLC | 6,964 | $894.8K | 0.10% | −71−1.0% | Reduced |
| Asset Management Group, Inc. | 6,960 | $894.3K | 0.13% | +45+0.7% | Added |
| Arrow Financial Corp | 6,932 | $890.8K | 0.08% | −33−0.5% | Reduced |
| Peoples Bank | 6,930 | $890.5K | 0.46% | +89+1.3% | Added |
| Embree Financial Group | 6,928 | $890.2K | 0.09% | +43+0.6% | Added |
| Hudson Valley Investment Advisors Inc | 6,926 | $889.9K | 0.11% | −1,199−14.8% | Reduced |
| Retirement Planning Group | 6,911 | $888.1K | 0.02% | −328−4.5% | Reduced |
| Pioneer Trust Bank N A | 6,899 | $886.5K | 0.20% | −604−8.1% | Reduced |
| Planned Solutions, Inc. | 6,896 | $886.1K | 0.25% | +170+2.5% | Added |
| Riversedge Advisors, LLC | 6,880 | $884.1K | 0.12% | +355+5.4% | Added |
| Pictet North America Advisors SA | 6,875 | $883.4K | 0.08% | 00.0% | Unchanged |
| Investment Management Corp | 6,872 | $883.1K | 0.74% | +123+1.8% | Added |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 6,865 | $882.2K | 0.30% | +6,865 | New |
| KPP Advisory Services LLC | 6,862 | $881.7K | 0.11% | −985−12.6% | Reduced |
| Hemenway Trust Co LLC | 6,860 | $881.5K | 0.06% | −20−0.3% | Reduced |
| Davidson Trust Co | 6,832 | $877.9K | 0.34% | +115+1.7% | Added |
| Crews Bank & Trust | 6,824 | $876.9K | 0.11% | −297−4.2% | Reduced |
| LifePlan Financial, LLC | 6,815 | $875.7K | 0.61% | −224−3.2% | Reduced |
| Agate Pass Investment Management, LLC | 6,800 | $873.8K | 0.32% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 6,799 | $873.7K | 0.17% | +6+0.1% | Added |
| Quantum Financial Advisors, LLC | 6,793 | $872.9K | 0.09% | +158+2.4% | Added |
| Golden State Wealth Management, LLC | 6,790 | $872.6K | 0.08% | +65+1.0% | Added |
| Intrua Financial, LLC | 6,787 | $872.1K | 0.08% | −1,914−22.0% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,782 | $871.5K | 0.04% | +145+2.2% | Added |
| SHP Wealth Management | 6,781 | $871.4K | 0.06% | +501+8.0% | Added |
| Carl P. Sherr & Co., LLC | 6,777 | $870.9K | 0.36% | −20−0.3% | Reduced |
| Monticello Wealth Management, LLC | 6,764 | $869.2K | 0.05% | +45+0.7% | Added |
| TFR Capital, LLC. | 6,757 | $868.3K | 0.24% | +309+4.8% | Added |
| BCS Private Wealth Management, Inc. | 6,712 | $868.2K | 0.26% | +25+0.4% | Added |