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: 53 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 |
|---|---|---|---|---|---|
| Maxele Advisors, LLC | 5,271 | $677.4K | 0.47% | +5,271 | New |
| Mendel Capital Management LLC | 5,263 | $676.3K | 0.30% | +29+0.6% | Added |
| Rasp Wealth Solutions, LLC | 5,259 | $675.8K | 0.22% | +5,259 | New |
| Carr Financial Group Corp | 5,252 | $674.9K | 0.16% | +62+1.2% | Added |
| Simon Quick Advisors, LLC | 5,250 | $674.7K | 0.03% | +304+6.1% | Added |
| Vantus Wealth LLC | 5,250 | $674.6K | 0.36% | +5,250 | New |
| Cohen Investment Advisors LLC | 5,231 | $672.2K | 0.30% | −490−8.6% | Reduced |
| Galvin, Gaustad & Stein, LLC | 5,221 | $670.9K | 0.05% | +35+0.7% | Added |
| Atlas Capital Advisors LLC | 5,216 | $670.3K | 0.07% | −1,581−23.3% | Reduced |
| Werba Rubin Papier Wealth Management | 5,214 | $670.0K | 0.08% | +97+1.9% | Added |
| Ironwood Financial, llc | 5,395 | $669.2K | 0.10% | 00.0% | Unchanged |
| Arsenal Capital Advisors LLC | 5,179 | $665.5K | 0.39% | +15+0.3% | Added |
| Arcataur Capital Management LLC | 5,177 | $665.2K | 0.16% | +87+1.7% | Added |
| Royal Palms Capital LLC | 5,158 | $662.8K | 0.58% | +28+0.5% | Added |
| Clark Wealth Partners | 5,121 | $662.4K | 0.37% | −168−3.2% | Reduced |
| Worthington Financial Partners, LLC | 5,149 | $661.6K | 0.55% | −267−4.9% | Reduced |
| Topsail Wealth Management, LLC | 5,112 | $661.2K | 0.08% | +11+0.2% | Added |
| MOR Wealth Management, LLC | 5,136 | $660.0K | 0.26% | +5,136 | New |
| Beacon Investment Advisors LLC | 5,120 | $658.0K | 0.21% | −10.0% | Reduced |
| McLaughlin Asset Management, Inc. | 5,110 | $656.9K | 0.45% | +7+0.1% | Added |
| Investment Partners, Ltd. | 5,098 | $655.0K | 0.20% | +121+2.4% | Added |
| Presilium Private Wealth, LLC | 5,084 | $653.3K | 0.10% | +1,710+50.7% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 5,065 | $650.9K | 0.44% | 00.0% | Unchanged |
| Congress Park Capital LLC | 5,060 | $650.2K | 0.18% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 5,052 | $649.2K | 0.05% | −1,005−16.6% | Reduced |
| Lake Street Financial LLC | 5,051 | $649.1K | 0.07% | −33−0.6% | Reduced |
| Green Ridge Wealth Planning LLC | 5,048 | $648.7K | 0.27% | −322−6.0% | Reduced |
| Successful Portfolios LLC | 5,204 | $648.2K | 0.30% | −10.0% | Reduced |
| Golden Reserve Retirement LLC | 5,044 | $648.2K | 0.10% | +2,410+91.5% | Added |
| Salvus Wealth Management, LLC | 5,037 | $647.3K | 0.36% | +500+11.0% | Added |
| Floyd Financial Group LLC | 5,359 | $647.3K | 0.42% | −17−0.3% | Reduced |
| Snowwater Investment Partners, LLC | 4,988 | $645.1K | 0.45% | +54+1.1% | Added |
| Fortis Capital Advisors, LLC | 5,018 | $644.8K | 0.07% | +1,350+36.8% | Added |
| Westmount Partners, LLC | 5,013 | $644.1K | 0.14% | +123+2.5% | Added |
| Pavaki Capital Management LLC | 5,000 | $642.5K | 0.37% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 4,996 | $642.0K | 0.18% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 4,994 | $641.7K | 0.18% | +24+0.5% | Added |
| CrossGen Wealth, LLC | 4,992 | $641.5K | 0.50% | −512−9.3% | Reduced |
| Laurel Wealth Advisors LLC | 4,984 | $640.4K | 0.06% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 4,982 | $640.1K | 0.06% | +222+4.7% | Added |
| Element Wealth, LLC | 4,981 | $640.0K | 0.24% | +4+0.1% | Added |
| NFP Retirement, Inc. | 4,976 | $639.4K | 0.04% | −131−2.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,975 | $639.3K | 0.30% | +15+0.3% | Added |
| S.A. Mason LLC | 4,968 | $638.3K | 0.20% | +8+0.2% | Added |
| Founders Grove Wealth Partners, LLC | 4,961 | $637.5K | 0.13% | +652+15.1% | Added |
| Financial Enhancement Group LLC | 4,955 | $636.7K | 0.08% | +101+2.1% | Added |
| Accretive Wealth Partners, LLC | 4,954 | $636.6K | 0.15% | +20.0% | Added |
| BOS Asset Management, LLC | 4,935 | $634.1K | 0.15% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 4,933 | $634.0K | 0.06% | +37+0.8% | Added |
| Financial Solutions Advisory Group, Inc. | 5,069 | $633.9K | 0.08% | 00.0% | Unchanged |
| MKT Advisors LLC | 4,919 | $633.8K | 0.20% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 4,923 | $632.6K | 0.11% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 4,918 | $631.9K | 0.13% | +58+1.2% | Added |
| Sound Income Strategies, LLC | 4,917 | $631.9K | 0.03% | +172+3.6% | Added |
| Affinity Capital Advisors, LLC | 4,984 | $631.9K | 0.08% | +107+2.2% | Added |
| MEMBERS Trust Co | 4,917 | $631.8K | 0.02% | −342−6.5% | Reduced |
| Lynx Investment Advisory | 4,906 | $630.3K | 0.21% | +1,585+47.7% | Added |
| Fairscale Capital, LLC | 4,863 | $629.0K | 0.38% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 4,890 | $628.4K | 0.06% | −12−0.2% | Reduced |
| Hollencrest Capital Management | 4,878 | $626.9K | 0.04% | +101+2.1% | Added |
| Wedge Capital Management L L P | 4,873 | $626.2K | 0.01% | −596−10.9% | Reduced |
| Operose Advisors LLC | 4,872 | $626.1K | 0.12% | −158−3.1% | Reduced |
| MWA Asset Management | 4,866 | $625.3K | 0.28% | 00.0% | Unchanged |
| Accel Wealth Management | 4,862 | $624.8K | 0.14% | +3+0.1% | Added |
| Plan A Wealth LLC | 4,860 | $624.5K | 0.27% | +52+1.1% | Added |
| Keyvantage Wealth, LLC | 4,857 | $624.1K | 0.24% | −672−12.2% | Reduced |
| Spartan Planning & Wealth Management | 4,853 | $623.7K | 0.42% | −680−12.3% | Reduced |
| Strata Wealth Advisors, LLC | 4,849 | $623.1K | 0.15% | +178+3.8% | Added |
| Annex Advisory Services, LLC | 4,837 | $621.5K | 0.01% | −250−4.9% | Reduced |
| 360 Financial, Inc. | 4,833 | $621.1K | 0.16% | +8+0.2% | Added |
| Union Savings Bank | 4,833 | $621.0K | 0.25% | 00.0% | Unchanged |
| Emprise Bank | 4,825 | $620.0K | 0.23% | −68−1.4% | Reduced |
| Liberty Capital Management, Inc. | 4,814 | $618.6K | 0.11% | +4,814 | New |
| Secured Retirement Advisors, LLC | 4,813 | $618.5K | 0.32% | −19,084−79.9% | Reduced |
| Crown Wealth Group, LLC | 4,810 | $618.1K | 0.16% | +18+0.4% | Added |
| Sovereign Financial Group, Inc. | 4,808 | $617.8K | 0.09% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,806 | $617.6K | 0.38% | +45+0.9% | Added |
| Elefante Mark B | 4,800 | $616.8K | 0.27% | 00.0% | Unchanged |
| Jacobsen Capital Management | 4,798 | $616.5K | 0.18% | +40+0.8% | Added |
| Capital City Trust Co | 4,790 | $615.5K | 0.13% | +308+6.9% | Added |
| Paulson Wealth Management Inc. | 4,775 | $613.6K | 0.13% | +191+4.2% | Added |
| Brady Family Wealth, LLC | 4,774 | $613.5K | 0.18% | −1,307−21.5% | Reduced |
| Fairvoy Private Wealth, LLC | 4,768 | $612.7K | 0.12% | +326+7.3% | Added |
| Piedmont Capital Management, LLC | 4,767 | $612.6K | 0.37% | +496+11.6% | Added |
| Seamount Financial Group Inc | 4,766 | $612.4K | 0.25% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 4,764 | $612.2K | 0.18% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 4,759 | $611.5K | 0.07% | +28+0.6% | Added |
| Luts & Greenleigh Group, Inc | 4,755 | $611.0K | 0.46% | +113+2.4% | Added |
| CWC Advisors, LLC. | 4,753 | $610.8K | 0.27% | −85−1.8% | Reduced |
| Smith Thornton Advisors LLC | 4,908 | $608.7K | 0.27% | +473+10.7% | Added |
| Fortis Group Advisors, LLC | 4,715 | $605.9K | 0.10% | 00.0% | Unchanged |
| First Citizens Financial Corp | 4,715 | $605.9K | 0.25% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 4,713 | $605.6K | 0.12% | −493−9.5% | Reduced |
| Mirabaud Asset Management Ltd | 4,675 | $604.9K | 0.50% | −7,944−63.0% | Reduced |
| Ninety One SA (PTY) Ltd | 4,749 | $603.6K | 0.03% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 4,691 | $602.8K | 0.21% | +2,100+81.0% | Added |
| Tower Wealth Partners, Inc. | 4,683 | $601.7K | 0.30% | +159+3.5% | Added |
| UMA Financial Services, Inc. | 4,682 | $601.7K | 0.07% | +104+2.3% | Added |
| Cottage Street Advisors LLC | 4,680 | $601.3K | 0.23% | +3+0.1% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 4,678 | $601.1K | 0.25% | +937+25.0% | Added |