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: 11 institutions have reported holding MRK so far. See Q3 2026
- Institutional holders
- 3,855
- +95 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
- 213
- 1,635 more added
- Sold out
- 118
- 1,509 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 | 3,813 | $231.9B |
| Q4 2025 | 3,675 | $206.6B |
| Q3 2025 | 3,320 | $159.8B |
| Q2 2025 | 3,338 | $155.9B |
| Q1 2025 | 3,460 | $177.7B |
| Q4 2024 | 3,619 | $196.9B |
| Q3 2024 | 3,502 | $221.8B |
| Q2 2024 | 3,558 | $242.3B |
| Q1 2024 | 3,547 | $256.9B |
| Q4 2023 | 3,444 | $211.6B |
| Q3 2023 | 3,222 | $197.7B |
| Q2 2023 | 3,262 | $222.8B |
| Q1 2023 | 3,188 | $205.1B |
| Q4 2022 | 3,244 | $212.2B |
| Q3 2022 | 2,997 | $162.7B |
| Q2 2022 | 3,020 | $171.5B |
| Q1 2022 | 2,962 | $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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 71,225 | $9.15M | 0.76% | +2,416+3.5% | Added |
| Clear Trail Advisors, LLC | 71,003 | $9.12M | 1.39% | +303+0.4% | Added |
| Simmons Bank | 70,419 | $9.05M | 0.52% | −878−1.2% | Reduced |
| Boit C F David | 70,283 | $9.03M | 3.80% | 00.0% | Unchanged |
| Everence Capital Management Inc | 70,254 | $9.03M | 0.48% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 70,065 | $9.00M | 1.95% | +55,787+390.7% | Added |
| Chemung Canal Trust Co | 69,649 | $8.95M | 1.65% | −3,443−4.7% | Reduced |
| iA Global Asset Management Inc. | 69,634 | $8.95M | 0.11% | +3,074+4.6% | Added |
| Bonness Enterprises Inc | 69,500 | $8.93M | 2.88% | 00.0% | Unchanged |
| New England Asset Management Inc | 68,952 | $8.86M | 1.03% | +585+0.9% | Added |
| GF Fund Management Co. Ltd. | 68,652 | $8.82M | 0.11% | −375−0.5% | Reduced |
| Convergence Investment Partners, LLC | 68,437 | $8.79M | 0.83% | +21,637+46.2% | Added |
| First American Bank | 68,055 | $8.75M | 0.49% | +298+0.4% | Added |
| SS&H Financial Advisors, Inc. | 67,643 | $8.69M | 2.22% | +67,643 | New |
| Sagespring Wealth Partners, LLC | 67,467 | $8.67M | 0.13% | +1,152+1.7% | Added |
| Sig Brokerage, LP | 67,374 | $8.66M | 1.38% | +7,818+13.1% | Added |
| Marble Harbor Investment Counsel, LLC | 67,313 | $8.65M | 0.88% | −700−1.0% | Reduced |
| Duncker Streett & Co Inc | 67,296 | $8.65M | 1.46% | +1,084+1.6% | Added |
| Stablepoint Partners, LLC | 67,206 | $8.64M | 1.19% | +537+0.8% | Added |
| Sompo Asset Management Co., Ltd. | 67,060 | $8.62M | 1.41% | +2,790+4.3% | Added |
| Parallel Advisors, LLC | 66,774 | $8.58M | 0.13% | +10,605+18.9% | Added |
| Buckley Wealth Management, LLC | 66,283 | $8.57M | 2.12% | +11,730+21.5% | Added |
| Hantz Financial Services, Inc. | 66,636 | $8.56M | 0.12% | −3,877−5.5% | Reduced |
| Boston Research & Management Inc | 65,845 | $8.46M | 1.87% | −727−1.1% | Reduced |
| Lavaca Capital LLC | 65,773 | $8.45M | 0.88% | +51,759+369.3% | Added |
| Guyasuta Investment Advisors Inc | 65,671 | $8.44M | 0.44% | −878−1.3% | Reduced |
| Roberts Wealth Advisors, LLC | 65,645 | $8.44M | 1.92% | −574−0.9% | Reduced |
| Financial Security Advisor, Inc. | 65,060 | $8.42M | 1.37% | −869−1.3% | Reduced |
| TritonPoint Partners, LLC | 64,967 | $8.40M | 0.70% | +56,005+624.9% | Added |
| Hunter Perkins Capital Management, LLC | 64,818 | $8.38M | 1.88% | −26,228−28.8% | Reduced |
| Ameritas Investment Partners, Inc. | 65,130 | $8.37M | 0.22% | +695+1.1% | Added |
| Securian Asset Management, Inc | 65,631 | $8.37M | 0.30% | −1,702−2.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 65,109 | $8.37M | 0.50% | −1,200−1.8% | Reduced |
| NewEdge Wealth, LLC | 64,900 | $8.34M | 0.08% | −1,702−2.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 64,634 | $8.31M | 0.03% | −2,858−4.2% | Reduced |
| Mill Capital Management, LLC | 64,413 | $8.28M | 0.55% | −100.0% | Reduced |
| Dynamic Advisor Solutions LLC | 64,313 | $8.26M | 0.24% | +23,285+56.8% | Added |
| PFG Investments, LLC | 64,183 | $8.25M | 0.32% | +2,204+3.6% | Added |
| Alerus Financial NA | 64,144 | $8.24M | 0.36% | +10,941+20.6% | Added |
| First Citizens Bank & Trust Co | 64,055 | $8.23M | 0.12% | +847+1.3% | Added |
| Larson Financial Group LLC | 63,932 | $8.22M | 0.22% | +4,225+7.1% | Added |
| TD Private Client Wealth LLC | 63,772 | $8.19M | 0.15% | +4,356+7.3% | Added |
| Capital Group Private Client Services, Inc. | 63,436 | $8.15M | 0.11% | +63,436 | New |
| Hamilton Wealth, LLC | 63,344 | $8.14M | 1.49% | −1,690−2.6% | Reduced |
| Plimoth Trust Co LLC | 63,317 | $8.14M | 1.62% | −1,722−2.6% | Reduced |
| Platinum Investment Management Ltd | 63,316 | $8.14M | 2.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 63,047 | $8.10M | 0.61% | −2,425−3.7% | Reduced |
| Axxcess Wealth Management, LLC | 62,830 | $8.07M | 0.13% | +62,830 | New |
| Meeder Advisory Services, Inc. | 62,788 | $8.07M | 0.30% | +507+0.8% | Added |
| Gamco Investors, Inc. Et Al | 62,672 | $8.05M | 0.07% | −2,097−3.2% | Reduced |
| Pallas Capital Advisors LLC | 62,572 | $8.04M | 0.25% | −4,970−7.4% | Reduced |
| Argyle Capital Management Inc. | 62,540 | $8.04M | 2.31% | −276−0.4% | Reduced |
| DF Dent & Co Inc | 62,478 | $8.03M | 0.15% | +39,789+175.4% | Added |
| Barbara Oil Co. | 62,295 | $8.00M | 2.69% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 62,293 | $8.00M | 0.23% | +7,100+12.9% | Added |
| Cypress Capital Group | 62,260 | $8.00M | 0.75% | +3,520+6.0% | Added |
| Eliot Finkel Investment Counsel, LLC | 62,145 | $7.99M | 3.73% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 62,566 | $7.99M | 1.09% | +843+1.4% | Added |
| Sound View Wealth Advisors Group, LLC | 62,066 | $7.98M | 0.50% | −2,450−3.8% | Reduced |
| Worldquant Millennium Advisors LLC | 61,874 | $7.95M | 0.03% | +61,874 | New |
| Meiji Yasuda Asset Management Co Ltd. | 61,840 | $7.95M | 0.36% | −607−1.0% | Reduced |
| Pensionmark Financial Group, LLC | 65,711 | $7.94M | 0.13% | −20,113−23.4% | Reduced |
| CoreCap Advisors, LLC | 61,485 | $7.90M | 0.23% | +3,645+6.3% | Added |
| Moneta Group Investment Advisors LLC | 61,354 | $7.88M | 0.06% | −1,698−2.7% | Reduced |
| Biltmore Family Office, LLC | 60,446 | $7.82M | 1.03% | +50.0% | Added |
| Brick & Kyle, Associates | 64,914 | $7.81M | 2.58% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 60,546 | $7.78M | 0.62% | +3,660+6.4% | Added |
| First American Trust, FSB | 59,809 | $7.69M | 0.46% | −435−0.7% | Reduced |
| Pure Financial Advisors, Inc. | 59,640 | $7.66M | 0.10% | +643+1.1% | Added |
| Perryman Financial Advisory Inc | 59,121 | $7.60M | 1.01% | +2,506+4.4% | Added |
| XML Financial, LLC | 59,108 | $7.60M | 0.55% | −2,052−3.4% | Reduced |
| Wahed Invest LLC | 58,877 | $7.57M | 0.79% | −4,113−6.5% | Reduced |
| Generali Investments, Management Co LLC | 58,747 | $7.55M | 1.64% | +15,556+36.0% | Added |
| Texas Yale Capital Corp. | 58,713 | $7.54M | 0.16% | +525+0.9% | Added |
| Tritonpoint Wealth, LLC | 58,703 | $7.54M | 0.74% | −1,028−1.7% | Reduced |
| Sphera Funds Management Ltd. | 58,600 | $7.53M | 1.08% | +10,000+20.6% | Added |
| Loomis Sayles & Co L P | 58,514 | $7.52M | 0.01% | −16,157−21.6% | Reduced |
| Resources Management Corp | 58,507 | $7.52M | 0.95% | −473−0.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 57,783 | $7.43M | 0.08% | +949+1.7% | Added |
| North Star Investment Management Corp. | 57,526 | $7.39M | 0.40% | +69+0.1% | Added |
| Rossmore Private Capital | 57,121 | $7.39M | 0.60% | −300−0.5% | Reduced |
| Northeast Investment Management | 57,478 | $7.39M | 0.27% | +8,786+18.0% | Added |
| Resources Investment Advisors, LLC. | 57,459 | $7.38M | 0.06% | −1,136−1.9% | Reduced |
| Hudson Value Partners, LLC | 57,439 | $7.38M | 1.85% | −1,758−3.0% | Reduced |
| Trust Co of Kansas | 57,331 | $7.37M | 3.78% | −3,192−5.3% | Reduced |
| IHT Wealth Management, LLC | 57,265 | $7.36M | 0.16% | −3,455−5.7% | Reduced |
| Signaturefd, LLC | 57,124 | $7.34M | 0.10% | −275−0.5% | Reduced |
| GLOBALT Investments LLC | 56,795 | $7.30M | 0.25% | −1,431−2.5% | Reduced |
| Occidental Asset Management, LLC | 56,777 | $7.30M | 0.72% | +11,002+24.0% | Added |
| Oddo BHF Asset Management SAS | 56,625 | $7.28M | 0.34% | +4,589+8.8% | Added |
| Wendell David Associates Inc | 56,376 | $7.24M | 0.77% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 56,105 | $7.21M | 0.09% | +254+0.5% | Added |
| Hanson & Doremus Investment Management | 56,094 | $7.21M | 0.73% | −2,834−4.8% | Reduced |
| Balyasny Asset Management LLC | 56,028 | $7.20M | 0.01% | −1,756,580−96.9% | Reduced |
| Novem Group | 56,016 | $7.20M | 0.73% | +7,788+16.1% | Added |
| Chesley Taft & Associates LLC | 55,810 | $7.17M | 0.28% | −3,023−5.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 59,564 | $7.16M | 0.62% | −709−1.2% | Reduced |
| Capital Counsel LLC | 55,363 | $7.11M | 0.28% | −7,850−12.4% | Reduced |
| Gibraltar Capital Management, Inc. | 55,200 | $7.09M | 1.10% | −1,012−1.8% | Reduced |
| Cutler Capital Management, LLC | 55,048 | $7.08M | 1.84% | −3,348−5.7% | Reduced |