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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 6,729 | $864.6K | 0.12% | −218−3.1% | Reduced |
| Onefund, LLC | 6,727 | $864.4K | 0.49% | −96−1.4% | Reduced |
| West Paces Advisors Inc. | 6,717 | $863.1K | 0.14% | −860−11.4% | Reduced |
| Phillips Wealth Planners LLC | 6,685 | $861.4K | 0.63% | +1,487+28.6% | Added |
| Cox Capital Mgt LLC | 6,698 | $860.7K | 0.48% | −57−0.8% | Reduced |
| Strategic Investment Advisors | 6,694 | $860.2K | 0.05% | −394−5.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 6,661 | $855.9K | 0.18% | +10+0.2% | Added |
| Granite Investment Partners, LLC | 6,632 | $852.2K | 0.04% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 6,626 | $851.5K | 0.30% | +35+0.5% | Added |
| Allegiance Financial Group Advisory Services LLC | 6,578 | $850.9K | 0.15% | −232−3.4% | Reduced |
| BIP Wealth, LLC | 6,615 | $850.1K | 0.02% | +1,486+29.0% | Added |
| Wealth Preservation Advisors, LLC | 6,613 | $849.8K | 0.48% | −55−0.8% | Reduced |
| Curtis Advisory Group, LLC | 6,600 | $848.1K | 0.16% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 6,568 | $845.3K | 0.01% | −4,705−41.7% | Reduced |
| Hills Bank & Trust Co | 6,571 | $844.4K | 0.04% | +1,078+19.6% | Added |
| Arista Wealth Management, LLC | 6,551 | $841.8K | 0.09% | −55−0.8% | Reduced |
| Cowa, LLC | 6,531 | $839.2K | 0.21% | −554−7.8% | Reduced |
| Chancellor Financial Group WB LP | 6,526 | $838.7K | 0.52% | +607+10.3% | Added |
| Hamilton Capital, LLC | 6,524 | $838.4K | 0.04% | +136+2.1% | Added |
| Tiemann Investment Advisors, LLC | 6,492 | $834.2K | 0.30% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 6,488 | $833.8K | 0.18% | +1,219+23.1% | Added |
| Compass Wealth Management LLC | 6,487 | $833.6K | 0.16% | +6,487 | New |
| OneAscent Family Office, LLC | 6,470 | $831.5K | 0.42% | +2,288+54.7% | Added |
| Park Place Capital Corp | 6,461 | $830.8K | 0.13% | −474−6.8% | Reduced |
| Semus Wealth Partners LLC | 6,461 | $830.3K | 0.40% | −45−0.7% | Reduced |
| one8zero8, LLC | 6,460 | $830.1K | 0.16% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 6,460 | $830.1K | 0.17% | −180−2.7% | Reduced |
| Asset One Wealth Management LLC | 6,710 | $829.4K | 0.09% | −117−1.7% | Reduced |
| Range Advisory, LLC | 6,452 | $829.1K | 0.10% | +1,539+31.3% | Added |
| Core Wealth Partners LLC | 6,447 | $828.5K | 0.35% | +20.0% | Added |
| Axiom Investment Management LLC | 6,417 | $824.6K | 0.55% | −800−11.1% | Reduced |
| Boyar Asset Management Inc. | 6,406 | $823.2K | 0.47% | −4,632−42.0% | Reduced |
| Aft, Forsyth & Company, Inc. | 6,394 | $821.6K | 0.40% | −780−10.9% | Reduced |
| Synergy Financial Management, LLC | 6,385 | $820.5K | 0.08% | +1,776+38.5% | Added |
| Certified Advisory Corp | 6,383 | $820.2K | 0.07% | +96+1.5% | Added |
| Garrett Wealth Advisory Group, LLC | 6,382 | $820.1K | 0.13% | +17+0.3% | Added |
| Acorn Wealth Advisors, LLC | 6,368 | $818.3K | 0.20% | +281+4.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,362 | $817.5K | 0.02% | +615+10.7% | Added |
| Allied Investment Advisors, LLC | 6,342 | $814.9K | 0.10% | −45−0.7% | Reduced |
| Brucke Financial, Inc. | 6,337 | $814.3K | 0.36% | +662+11.7% | Added |
| Sigma Investment Counselors Inc | 6,333 | $813.8K | 0.04% | +1,425+29.0% | Added |
| First Western Trust Bank | 6,333 | $813.8K | 0.04% | −248−3.8% | Reduced |
| Legacy Trust | 6,318 | $811.9K | 0.14% | +15+0.2% | Added |
| Aspen Investment Management Inc | 6,310 | $811.0K | 0.22% | +11+0.2% | Added |
| MFA Wealth Services | 6,305 | $810.1K | 0.48% | −22−0.3% | Reduced |
| Cardinal Point Capital Management, ULC | 6,290 | $808.3K | 0.05% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 6,280 | $807.0K | 0.18% | +815+14.9% | Added |
| Traphagen Investment Advisors LLC | 6,280 | $807.0K | 0.06% | −335−5.1% | Reduced |
| Summitry LLC | 6,279 | $806.9K | 0.03% | +389+6.6% | Added |
| New Covenant Trust Company, N.A. | 6,276 | $806.5K | 0.61% | +241+4.0% | Added |
| Mattern Wealth Management LLC | 6,274 | $806.3K | 0.13% | +341+5.7% | Added |
| Bangor Savings Bank | 6,267 | $805.3K | 0.06% | +670+12.0% | Added |
| Longfellow Investment Management Co LLC | 6,257 | $804.0K | 0.16% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 6,254 | $803.6K | 0.33% | +101+1.6% | Added |
| Northstar Asset Management LLC | 6,130 | $803.5K | 0.15% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 6,248 | $802.9K | 0.21% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 6,241 | $802.0K | 0.47% | −35−0.6% | Reduced |
| Old Second National Bank of Aurora | 6,222 | $799.5K | 0.15% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 6,220 | $799.3K | 0.52% | −6,361−50.6% | Reduced |
| Investment Research Partners LLC | 6,207 | $797.6K | 0.27% | −54−0.9% | Reduced |
| Gray Private Wealth, LLC | 6,199 | $796.6K | 0.34% | −9−0.1% | Reduced |
| Stokes Family Office, LLC | 6,187 | $795.0K | 0.09% | −18−0.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,161 | $791.7K | 0.15% | −88−1.4% | Reduced |
| Lebenthal Global Advisors, LLC | 6,150 | $790.3K | 0.11% | −283−4.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,130 | $790.0K | 0.21% | +690+12.7% | Added |
| J2 Capital Management Inc | 6,147 | $789.9K | 0.53% | +6,147 | New |
| American Capital Advisory, LLC | 6,146 | $789.8K | 0.29% | +529+9.4% | Added |
| Alliance Private Wealth, LLC | 6,141 | $789.1K | 0.27% | −400−6.1% | Reduced |
| Innovative Asset Advisors Group, LLC | 6,088 | $787.5K | 0.34% | +52+0.9% | Added |
| Destination Wealth Management | 6,119 | $786.2K | 0.02% | −68−1.1% | Reduced |
| Sutton Place Investors LLC | 6,109 | $785.0K | 0.38% | −6−0.1% | Reduced |
| Prota Financial, LLC | 6,253 | $783.9K | 0.52% | +171+2.8% | Added |
| Steinberganna Wealth Management | 6,083 | $781.7K | 0.32% | +43+0.7% | Added |
| Swiss Re Ltd | 6,058 | $778.5K | 0.07% | +5,521+1,028.1% | Added |
| Lester Murray Antman dba SimplyRich | 6,059 | $778.0K | 0.18% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 6,053 | $777.9K | 0.08% | +4,115+212.3% | Added |
| Greater Midwest Financial Group, LLC | 6,044 | $776.6K | 0.39% | +97+1.6% | Added |
| Roberts Glore & Co Inc | 6,037 | $775.8K | 0.19% | −22−0.4% | Reduced |
| Fiduciary Financial Group, LLC | 6,015 | $773.0K | 0.09% | +1,485+32.8% | Added |
| Focused Alpha, LLC | 6,009 | $772.2K | 0.20% | −160−2.6% | Reduced |
| Bigelow Investment Advisors, LLC | 6,009 | $772.2K | 0.28% | −194−3.1% | Reduced |
| Nadler Financial Group, Inc. | 6,005 | $771.7K | 0.07% | +152+2.6% | Added |
| WealthPLAN Partners, LLC | 6,004 | $771.5K | 0.15% | +50+0.8% | Added |
| Virtue Capital Management, LLC | 5,985 | $769.1K | 0.10% | −119−1.9% | Reduced |
| Wingate Wealth Advisors, Inc. | 5,985 | $769.0K | 0.34% | −155−2.5% | Reduced |
| Alpha Family Trust | 5,975 | $767.8K | 0.31% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 5,967 | $766.8K | 0.10% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 5,961 | $766.0K | 0.32% | +8+0.1% | Added |
| Insight 2811, Inc. | 5,956 | $765.3K | 0.31% | +219+3.8% | Added |
| Ocean Capital Management, LLC | 5,955 | $765.3K | 0.14% | −16−0.3% | Reduced |
| Cottonwood Capital Advisors, LLC | 5,954 | $765.0K | 0.46% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 5,946 | $764.1K | 0.25% | −2,098−26.1% | Reduced |
| Boltwood Capital Management | 5,943 | $763.7K | 0.17% | +100+1.7% | Added |
| Granite Harbor Advisors, Inc. | 5,942 | $763.5K | 0.30% | +257+4.5% | Added |
| Mainsail Asset Management, LLC | 5,984 | $763.0K | 0.30% | +2,541+73.8% | Added |
| Revisor Wealth Management LLC | 5,906 | $762.9K | 0.18% | +2,587+77.9% | Added |
| Garner Asset Management Corp | 5,936 | $762.8K | 0.25% | +619+11.6% | Added |
| Clark Asset Management, LLC | 5,931 | $762.1K | 0.06% | +121+2.1% | Added |
| KDT Advisors, LLC | 5,926 | $761.5K | 1.05% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 5,916 | $760.2K | 0.08% | 00.0% | Unchanged |