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 |
|---|---|---|---|---|---|
| Lumbard & Kellner, LLC | 4,671 | $600.2K | 0.18% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 4,655 | $598.1K | 0.06% | +218+4.9% | Added |
| Birchcreek Wealth Management, LLC | 4,652 | $597.8K | 0.23% | +900+24.0% | Added |
| Cornerstone Capital, Inc. | 4,642 | $596.5K | 0.05% | +19+0.4% | Added |
| One Wealth Capital Management, LLC | 4,631 | $595.1K | 0.17% | +4,631 | New |
| Strategic Wealth Advisors LLC | 5,655 | $595.0K | 0.51% | +517+10.1% | Added |
| Sawgrass Asset Management LLC | 4,623 | $594.1K | 0.08% | −68−1.4% | Reduced |
| Meramec Financial Planners, LLC | 4,542 | $593.9K | 0.22% | −25−0.5% | Reduced |
| Capital Advisors Wealth Management, LLC | 4,622 | $593.9K | 0.07% | +250+5.7% | Added |
| Tred Avon Family Wealth, LLC | 4,618 | $593.4K | 0.18% | +174+3.9% | Added |
| Keating Financial Advisory Services, Inc. | 4,606 | $591.9K | 0.08% | +376+8.9% | Added |
| Seven Mile Advisory | 4,571 | $591.2K | 0.40% | −562−10.9% | Reduced |
| Lakeridge Wealth Management LLC | 4,588 | $589.6K | 0.22% | +57+1.3% | Added |
| 111 Capital | 4,582 | $588.8K | 0.10% | +4,582 | New |
| Cambridge Financial Group, LLC | 4,574 | $587.7K | 0.19% | −139−2.9% | Reduced |
| Mathes Company, Inc. | 4,565 | $587.0K | 0.18% | −350−7.1% | Reduced |
| Sunburst Financial Group, LLC | 4,565 | $586.6K | 0.10% | +10.0% | Added |
| United Bank | 4,553 | $585.1K | 0.07% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 4,550 | $584.6K | 0.05% | −507−10.0% | Reduced |
| Fca Corp | 4,550 | $584.6K | 0.14% | −9−0.2% | Reduced |
| Cardiff Park Advisors, LLC | 4,546 | $584.2K | 0.05% | +10+0.2% | Added |
| Financial Partners Group, Inc | 4,545 | $584.0K | 0.06% | +180+4.1% | Added |
| Regatta Capital Group, LLC | 4,544 | $583.9K | 0.08% | +91+2.0% | Added |
| Barr E S & Co | 4,536 | $582.9K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4,522 | $581.1K | 0.17% | −10−0.2% | Reduced |
| Apollon Financial, LLC | 4,521 | $580.9K | 0.07% | −44−1.0% | Reduced |
| Warwick Investment Management, Inc. | 4,520 | $580.8K | 0.07% | −214−4.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 4,503 | $578.6K | 0.12% | −223−4.7% | Reduced |
| Bell Investment Advisors, Inc | 4,499 | $578.1K | 0.08% | +842+23.0% | Added |
| Kinloch Capital, LLC | 4,497 | $577.9K | 0.21% | +134+3.1% | Added |
| Mainsail Financial Group, LLC | 4,493 | $577.4K | 0.20% | +77+1.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,490 | $577.0K | 0.00% | −380−7.8% | Reduced |
| OneAscent Wealth Management LLC | 4,489 | $576.8K | 0.17% | +257+6.1% | Added |
| Syverson Strege & Co | 4,483 | $576.0K | 0.13% | −135−2.9% | Reduced |
| Rose Capital Advisors LLC | 4,482 | $575.9K | 0.31% | +4,482 | New |
| Flatrock Wealth Partners LLC | 4,437 | $574.0K | 0.23% | −266−5.7% | Reduced |
| Clarus Group, Inc. | 4,461 | $573.3K | 0.19% | +10+0.2% | Added |
| Dupree Financial Group, LLC | 4,458 | $572.9K | 0.21% | 00.0% | Unchanged |
| X-Square Capital, LLC | 4,449 | $572.0K | 0.15% | +300+7.2% | Added |
| Millennium Capital Advisors, LLC | 4,450 | $571.8K | 0.31% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 4,446 | $571.4K | 0.05% | −307−6.5% | Reduced |
| Smith Shellnut Wilson LLC | 4,435 | $569.9K | 0.21% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 4,434 | $569.8K | 0.05% | +758+20.6% | Added |
| Fullerton Fund Management Co Ltd. | 4,433 | $569.6K | 0.04% | +815+22.5% | Added |
| Saiph Capital, LLC | 4,425 | $568.6K | 0.17% | +4,425 | New |
| Morris Retirement Advisors, LLC | 4,420 | $568.0K | 0.21% | +1,352+44.1% | Added |
| Atlas Legacy Advisors, LLC | 4,578 | $567.2K | 0.08% | +1,084+31.0% | Added |
| Tempo Wealth, LLC | 4,405 | $566.0K | 0.08% | +1,773+67.4% | Added |
| Florida Financial Advisors, LLC | 4,403 | $565.9K | 0.10% | +483+12.3% | Added |
| Ewa, LLC | 4,403 | $565.7K | 0.10% | +354+8.7% | Added |
| Benin Management CORP | 4,401 | $565.5K | 0.11% | +200+4.8% | Added |
| Beacon Capital Management, LLC | 4,401 | $565.5K | 0.08% | +164+3.9% | Added |
| Palogic Value Management, L.P. | 4,395 | $564.8K | 0.20% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 4,335 | $564.4K | 0.15% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 4,391 | $564.2K | 0.05% | −65−1.5% | Reduced |
| Clark Financial Services Group Inc | 4,388 | $563.9K | 0.27% | +515+13.3% | Added |
| Park Edge Advisors, LLC | 4,378 | $562.6K | 0.12% | +200+4.8% | Added |
| Manchester Financial Inc | 4,358 | $560.0K | 0.10% | −98−2.2% | Reduced |
| Bourne Lent Asset Management Inc | 4,357 | $559.9K | 0.19% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,355 | $559.7K | 0.11% | +9+0.2% | Added |
| Walkner Condon Financial Advisors LLC | 4,354 | $559.5K | 0.06% | +202+4.9% | Added |
| Secure Asset Management, LLC | 4,350 | $559.0K | 0.08% | −21,955−83.5% | Reduced |
| Capital Advisors, Ltd. LLC | 4,345 | $558.0K | 0.06% | −45−1.0% | Reduced |
| Alliance Wealth Advisors, LLC | 4,342 | $557.9K | 0.11% | −66−1.5% | Reduced |
| White Lighthouse Investment Management Inc. | 4,328 | $556.1K | 0.07% | +86+2.0% | Added |
| Campbell Deegan Wealth Management, LLC | 4,327 | $556.0K | 0.40% | −294−6.4% | Reduced |
| Collaborative Fund Advisors, LLC | 4,323 | $555.5K | 0.32% | +358+9.0% | Added |
| Joule Financial, LLC | 4,322 | $555.4K | 0.15% | +6+0.1% | Added |
| Tiaa Trust, National Association | 4,317 | $554.7K | 0.03% | −6,667−60.7% | Reduced |
| Elmwood Wealth Management, Inc. | 4,314 | $554.3K | 0.14% | +301+7.5% | Added |
| Summit Wealth Group, LLC | 4,302 | $552.8K | 0.11% | +3+0.1% | Added |
| Ceera Investments, LLC | 4,299 | $552.4K | 0.23% | −320−6.9% | Reduced |
| J.Safra Asset Management Corp | 4,298 | $552.4K | 0.03% | +154+3.7% | Added |
| Cannon Financial Strategists, Inc. | 4,294 | $551.8K | 0.06% | +106+2.5% | Added |
| LeConte Wealth Management, LLC | 4,289 | $551.1K | 0.30% | +755+21.4% | Added |
| Tudor Financial Inc. | 4,288 | $551.1K | 0.25% | −97−2.2% | Reduced |
| Driehaus Capital Management LLC | 4,287 | $550.9K | 0.00% | 00.0% | Unchanged |
| Constitution Capital LLC | 4,280 | $550.0K | 0.28% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 4,275 | $549.3K | 0.11% | +35+0.8% | Added |
| Miller Global Investments, LLC | 4,258 | $547.2K | 0.45% | −61−1.4% | Reduced |
| Junk Investment Group, LLC | 4,251 | $546.3K | 0.24% | +15+0.4% | Added |
| Johnson Bixby & Associates, LLC | 4,249 | $546.0K | 0.06% | +31+0.7% | Added |
| Ramiah Investment Group | 4,246 | $545.6K | 0.42% | +422+11.0% | Added |
| Avail Investment Partners, LLC | 4,244 | $545.3K | 0.42% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 4,128 | $544.2K | 0.04% | +541+15.1% | Added |
| Seizert Capital Partners, LLC | 4,230 | $543.6K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 4,333 | $543.3K | 0.24% | +17+0.4% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,227 | $543.2K | 0.19% | 00.0% | Unchanged |
| Alesco Advisors LLC | 4,220 | $542.3K | 0.01% | −4−0.1% | Reduced |
| Fell Capital Management | 4,215 | $541.6K | 0.46% | −100−2.3% | Reduced |
| Omnia Family Wealth, LLC | 4,179 | $540.6K | 0.14% | −119−2.8% | Reduced |
| St. Louis Trust Co | 16,457 | $539.0K | 0.15% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 4,183 | $537.5K | 0.17% | −125−2.9% | Reduced |
| Ameriflex Group, Inc. | 4,176 | $536.7K | 0.22% | −27−0.6% | Reduced |
| Oxford Financial Group Ltd | 4,171 | $536.0K | 0.03% | +6+0.1% | Added |
| Cranbrook Wealth Management, LLC | 4,154 | $533.8K | 0.10% | −321−7.2% | Reduced |
| True North Advisors, LLC | 4,150 | $533.3K | 0.05% | −435−9.5% | Reduced |
| Powell Investment Advisors, LLC | 4,109 | $531.5K | 0.17% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 4,136 | $531.5K | 0.12% | −102−2.4% | Reduced |
| One Day In July LLC | 4,135 | $531.3K | 0.04% | +123+3.1% | Added |