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 |
|---|---|---|---|---|---|
| Canton Hathaway, LLC | 5,898 | $757.9K | 0.15% | 00.0% | Unchanged |
| Shum Financial Group, Inc. | 5,889 | $756.8K | 0.46% | −64−1.1% | Reduced |
| HCR Wealth Advisors | 5,887 | $756.5K | 0.07% | +1,278+27.7% | Added |
| Roxbury Financial LLC | 5,883 | $755.9K | 0.60% | −45−0.8% | Reduced |
| Mirador Capital Partners LP | 5,882 | $755.8K | 0.09% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 5,874 | $754.8K | 0.08% | +100+1.7% | Added |
| Intesa Sanpaolo Wealth Management | 5,872 | $754.6K | 0.15% | +5,384+1,103.3% | Added |
| First Heartland Consultants, Inc. | 5,871 | $754.4K | 0.05% | +32+0.5% | Added |
| Weatherly Asset Management L. P. | 5,839 | $754.4K | 0.05% | −115−1.9% | Reduced |
| Maseco LLP | 5,873 | $754.1K | 0.02% | −141−2.3% | Reduced |
| Lathrop Investment Management Corp | 5,866 | $754.0K | 0.13% | 00.0% | Unchanged |
| Traub Capital Management LLC | 5,859 | $752.9K | 0.67% | −255−4.2% | Reduced |
| Curat Global, LLC | 4,752 | $751.7K | 0.64% | −2,265−32.3% | Reduced |
| Providence First Trust Co | 5,849 | $751.7K | 0.21% | +1,370+30.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 5,849 | $751.6K | 0.02% | −107−1.8% | Reduced |
| Banyan Capital Management, Inc. | 5,841 | $750.6K | 0.33% | −308−5.0% | Reduced |
| Vicus Capital | 5,836 | $750.0K | 0.05% | +704+13.7% | Added |
| Holistic Planning, LLC | 5,834 | $749.7K | 0.12% | +218+3.9% | Added |
| Beta Wealth Group, Inc. | 5,822 | $748.2K | 0.28% | +202+3.6% | Added |
| Ponta Wealth Partners, LLC | 5,816 | $747.4K | 0.40% | +369+6.8% | Added |
| Lionshead Wealth Management, LLC | 5,754 | $744.3K | 0.48% | +44+0.8% | Added |
| Summit Wealth Group LLC | 5,779 | $742.6K | 0.06% | −556−8.8% | Reduced |
| Terry L. Blaker | 5,770 | $741.4K | 0.03% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 6,163 | $741.3K | 0.13% | +243+4.1% | Added |
| Asset Advisory Group, Inc. | 5,765 | $740.8K | 0.32% | 00.0% | Unchanged |
| Verum Partners LLC | 5,758 | $739.9K | 0.11% | +1,469+34.3% | Added |
| Atticus Wealth Management, LLC | 5,756 | $739.6K | 0.18% | +56+1.0% | Added |
| Demars Financial Group, LLC | 5,754 | $739.4K | 0.20% | +10.0% | Added |
| EJMK Ventures LLC | 5,720 | $737.8K | 0.33% | +454+8.6% | Added |
| Trifecta Capital Advisors, LLC | 5,740 | $737.6K | 0.10% | +17+0.3% | Added |
| Madson Wealth Advisors Inc | 5,730 | $736.4K | 0.50% | +584+11.3% | Added |
| Townsend Asset Management Corp | 5,722 | $735.3K | 0.24% | −7−0.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,715 | $734.4K | 0.18% | +9+0.2% | Added |
| Hodges Capital Management Inc. | 5,714 | $734.3K | 0.05% | −8,148−58.8% | Reduced |
| Alteri Wealth LLC | 5,712 | $734.0K | 0.20% | +252+4.6% | Added |
| Lazari Capital Management, Inc. | 5,710 | $733.8K | 0.23% | +44+0.8% | Added |
| American Alpha Advisors, LLC | 5,707 | $733.4K | 0.43% | +66+1.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 5,696 | $732.0K | 0.02% | +32+0.6% | Added |
| Ariadne Wealth Management, LP | 5,696 | $731.9K | 0.32% | −862−13.1% | Reduced |
| Ifrah Financial Services, Inc. | 5,695 | $731.8K | 0.18% | +10.0% | Added |
| Rosenberg Matthew Hamilton | 5,672 | $728.9K | 0.14% | +542+10.6% | Added |
| Revolve Wealth Partners, LLC | 5,669 | $728.5K | 0.08% | +336+6.3% | Added |
| SeaBridge Investment Advisors LLC | 5,655 | $726.7K | 0.11% | +375+7.1% | Added |
| Pring Turner Capital Group Inc | 5,659 | $726.5K | 0.42% | −826−12.7% | Reduced |
| Delta Investment Management, LLC | 5,643 | $725.2K | 0.12% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 5,614 | $721.4K | 0.07% | +84+1.5% | Added |
| Shayne & Co., LLC | 5,611 | $721.0K | 0.21% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,600 | $719.6K | 0.14% | −8,299−59.7% | Reduced |
| Foundation Wealth Management, LLC | 5,596 | $719.1K | 0.22% | −131−2.3% | Reduced |
| Phoenix Wealth Advisors | 5,594 | $718.8K | 0.24% | −39−0.7% | Reduced |
| Tobam | 5,587 | $718.0K | 0.17% | −7,176−56.2% | Reduced |
| Good Steward Wealth Advisors,LLC | 5,575 | $716.4K | 0.43% | −3−0.1% | Reduced |
| Second Line Capital, LLC | 5,534 | $715.8K | 0.13% | −340−5.8% | Reduced |
| Penobscot Wealth Management | 5,566 | $715.2K | 0.19% | +158+2.9% | Added |
| Invenio Wealth Partners LLC | 5,564 | $715.0K | 0.26% | −68−1.2% | Reduced |
| PCG Asset Management, LLC | 5,507 | $712.3K | 0.51% | −80−1.4% | Reduced |
| waypoint wealth counsel | 5,527 | $710.2K | 0.45% | −4,369−44.1% | Reduced |
| Michael B. Yongue | 5,522 | $709.6K | 0.49% | 00.0% | Unchanged |
| First Growth Capital LLC | 5,520 | $709.3K | 0.54% | −111−2.0% | Reduced |
| Third View Private Wealth, LLC | 5,509 | $707.9K | 0.09% | −537−8.9% | Reduced |
| First National Bank | 5,509 | $707.9K | 0.28% | +225+4.3% | Added |
| Midland Wealth Advisors LLC | 5,509 | $707.9K | 0.03% | +306+5.9% | Added |
| Seeds Investor LLC | 5,502 | $707.0K | 0.07% | +602+12.3% | Added |
| Crescent Sterling, Ltd. | 5,497 | $706.4K | 0.63% | −22−0.4% | Reduced |
| JNBA Financial Advisors | 5,494 | $706.0K | 0.05% | +53+1.0% | Added |
| RFP Financial Group LLC | 5,494 | $706.0K | 0.32% | −1,486−21.3% | Reduced |
| Financial Planning Hawaii, Inc. | 5,491 | $705.6K | 0.38% | −640−10.4% | Reduced |
| Braeburn Wealth Management LLC | 5,487 | $705.0K | 0.30% | +441+8.7% | Added |
| Gemmer Asset Management LLC | 5,485 | $704.8K | 0.05% | −23−0.4% | Reduced |
| Western Financial Corp | 5,469 | $702.8K | 0.21% | −15−0.3% | Reduced |
| GTS Securities LLC | 5,462 | $701.9K | 0.01% | −3,843−41.3% | Reduced |
| Foster Group, Inc. | 5,458 | $701.3K | 0.02% | +409+8.1% | Added |
| Woodward Financial Advisors, Inc. | 5,455 | $701.0K | 0.23% | 00.0% | Unchanged |
| Dempze Nancy E | 5,455 | $701.0K | 0.34% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 5,407 | $699.3K | 0.52% | −367−6.4% | Reduced |
| Sather Financial Group Inc | 5,433 | $698.1K | 0.04% | +538+11.0% | Added |
| Trail Ridge Investment Advisors, LLC | 5,426 | $697.3K | 0.29% | −67−1.2% | Reduced |
| O'Rourke & Company, Inc | 5,424 | $697.0K | 0.24% | +9+0.2% | Added |
| Barrett & Company, Inc. | 5,411 | $695.3K | 0.19% | +715+15.2% | Added |
| Leigh Baldwin & Co., LLC | 5,407 | $694.7K | 0.37% | −157−2.8% | Reduced |
| Wagner Wealth Management, LLC | 5,406 | $694.7K | 0.13% | −485−8.2% | Reduced |
| Centiva Capital, LP | 5,405 | $694.5K | 0.02% | +2,397+79.7% | Added |
| Sender Co & Partners, Inc. | 5,404 | $694.4K | 0.29% | +5,404 | New |
| HHM Wealth Advisors, LLC | 5,402 | $694.2K | 0.07% | −24−0.4% | Reduced |
| Beto Financial Group, LLC | 5,575 | $693.5K | 0.36% | +28+0.5% | Added |
| Stokes Capital Advisors, LLC | 5,373 | $690.4K | 0.15% | +1,275+31.1% | Added |
| Congress Asset Management Co | 5,371 | $690.2K | 0.00% | 00.0% | Unchanged |
| Summa Corp. | 5,360 | $688.8K | 0.22% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 5,358 | $688.6K | 0.05% | +22+0.4% | Added |
| Womack Financial LLC | 5,358 | $688.5K | 0.46% | +182+3.5% | Added |
| Stonebrook Private Inc. | 5,341 | $686.4K | 0.13% | +550+11.5% | Added |
| Rahlfs Capital, LLC | 5,325 | $684.3K | 0.50% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 5,289 | $684.1K | 0.45% | 00.0% | Unchanged |
| Good Harbor Advisors, Inc. | 5,318 | $683.4K | 0.67% | +3,620+213.2% | Added |
| Zevin Asset Management LLC | 5,318 | $683.4K | 0.10% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 5,400 | $681.8K | 0.18% | −113−2.0% | Reduced |
| Easterly Investment Partners LLC | 5,300 | $681.0K | 0.03% | 00.0% | Unchanged |
| Steadtrust LLC | 5,299 | $680.9K | 0.34% | +20.0% | Added |
| Rialto Wealth Management, LLC | 5,295 | $680.4K | 0.13% | +70+1.3% | Added |
| Stenger Family Office, LLC | 5,282 | $678.7K | 0.11% | +286+5.7% | Added |