MERCK & CO INC (MRK)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 1,986,964,954 shares against 2,467,171,638 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $29.2B | 226,999,837 | 0.43% | 8q | +0.5%+$150.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $20.7B | 161,323,174 | 0.44% | 2q | HELD |
| STATE STREET CORP | $15.6B | 120,413,256 | 0.46% | 31q | +0.9%+$140.7M |
| WELLINGTON MANAGEMENT GROUP LLP | $11.1B | 86,249,283 | 1.91% | 31q | +2.3%+$248.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $8.7B | 67,738,969 | 0.39% | 2q | +0.6%+$55.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $7.8B | 60,744,214 | 0.42% | 31q | +2.0%+$152.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $7.0B | 54,365,289 | 0.93% | 31q | +9.2%+$591.1M |
| MORGAN STANLEY | $6.3B | 48,641,158 | 0.33% | 35q | +2.1%+$129.6M |
| JPMORGAN CHASE & CO | $6.0B incl. $366.4M options CALL+PUT | 43,886,420 | 0.33% | 31q | -17.2%-$1.3B |
| FMR LLC | $5.8B | 45,440,355 | 0.25% | 31q | +2.1%+$118.8M |
| Fisher Asset Management, LLC | $4.9B | 38,516,263 | 1.47% | 31q | +45.7%+$1.6B |
| NORGES BANK | $4.8B | 36,983,784 | 0.47% | 32q | -2.6%-$128.2M |
| BANK OF AMERICA CORP /DE/ | $3.9B | 30,535,208 | 0.25% | 31q | -0.8%-$30.7M |
| NORTHERN TRUST CORP | $3.4B | 26,275,718 | 0.39% | 31q | -3.0%-$104.6M |
| GOLDMAN SACHS GROUP INC | $3.0B incl. $200.9M options CALL+PUT | 22,075,139 | 0.26% | 31q | +9.6%+$267.2M |
| FRANKLIN RESOURCES INC | $2.5B | 19,548,585 | 0.54% | 31q | +20.2%+$421.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.5B | 19,547,171 | 0.46% | 31q | -4.3%-$111.5M |
| Legal & General Group Plc | $2.4B | 18,873,343 | 0.51% | 31q | -3.4%-$85.5M |
| Invesco Ltd. | $2.4B | 18,611,171 | 0.19% | 31q | -14.8%-$416.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.4B | 18,518,796 | 0.24% | 31q | -19.6%-$581.3M |
| Bank of New York Mellon Corp | $2.4B | 18,340,173 | 0.39% | 31q | -2.0%-$48.0M |
| DIMENSIONAL FUND ADVISORS LP | $2.2B | 17,486,486 | 0.41% | 31q | +13.1%+$260.9M |
| AMERIPRISE FINANCIAL INC | $2.2B | 17,387,435 | 0.45% | 31q | +6.9%+$144.6M |
| Capital International Investors | $2.0B | 15,386,689 | 0.41% | 31q | +1668.1%+$1.9B |
| ROYAL BANK OF CANADA | $1.9B incl. $83.5M options CALL | 14,293,086 | 0.29% | 31q | +8.3%+$146.6M |
| UBS Group AG | $1.9B incl. $133.9M options CALL+PUT | 13,744,783 | 0.24% | 31q | -1.4%-$26.1M |
| VANGUARD FIDUCIARY TRUST CO | $1.8B | 13,869,309 | 0.39% | 2q | -0.7%-$12.2M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $1.8B | 13,794,969 | 1.21% | 31q | HELD |
| Amundi | $1.6B | 12,342,274 | 0.38% | 21q | -10.3%-$182.8M |
| ALLIANCEBERNSTEIN L.P. | $1.6B | 13,131,942 | 0.52% | 31q | +16.2%+$220.2M |
| HARRIS ASSOCIATES L P | $1.6B | 12,073,109 | 2.06% | 8q | -2.4%-$37.8M |
| WELLS FARGO & COMPANY/MN | $1.5B incl. $48.4M options CALL+PUT | 11,658,434 | 0.25% | 31q | +1.8%+$28.1M |
| DEUTSCHE BANK AG\ | $1.5B | 11,964,180 | 0.45% | 34q | -4.6%-$74.1M |
| JANE STREET GROUP, LLC | $1.5B incl. $1.4B options CALL+PUT | 1,121,026 | 0.12% | 31q | +219.3%+$1.0B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2B incl. $1.1B options CALL+PUT | 896,527 | 0.10% | 31q | -13.2%-$189.6M |
| Nuveen, LLC | $1.2B | 9,662,399 | 0.30% | 6q | -4.3%-$56.2M |
| CITADEL ADVISORS LLC | $1.2B incl. $930.7M options CALL+PUT | 1,933,667 | 0.13% | 31q | -49.4%-$1.2B |
| STIFEL FINANCIAL CORP | $1.0B | 8,169,394 | 0.87% | 31q | -1.5%-$15.7M |
| AQR CAPITAL MANAGEMENT LLC | $1.0B | 8,134,262 | 0.36% | 31q | -5.7%-$63.2M |
| HSBC HOLDINGS PLC | $1.0B incl. $26.9M options CALL+PUT | 7,734,965 | 0.43% | 31q | +1.3%+$13.3M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $942.1M | 7,331,418 | 2.86% | 31q | -7.4%-$75.4M |
| PNC Financial Services Group, Inc. | $936.4M | 7,286,803 | 0.46% | 31q | -3.2%-$31.3M |
| Swiss National Bank | $896.1M | 6,973,251 | 0.47% | 31q | -4.3%-$40.0M |
| BARCLAYS PLC | $873.0M | 6,793,897 | 0.17% | 31q | -10.1%-$98.1M |
| Grantham, Mayo, Van Otterloo & Co. LLC | $871.9M | 6,785,008 | 1.96% | 31q | -3.3%-$29.4M |
| Aristotle Capital Management, LLC | $845.4M | 6,578,570 | 1.77% | 16q | -4.6%-$40.6M |
| VOYA INVESTMENT MANAGEMENT LLC | $833.3M | 6,484,756 | 0.72% | 31q | +25.7%+$170.3M |
| Swedbank AB | $817.3M | 6,360,649 | 0.70% | 21q | -10.3%-$93.9M |
| RAYMOND JAMES FINANCIAL INC | $801.4M | 6,236,773 | 0.22% | 7q | -5.3%-$44.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $794.6M | 6,184,340 | 0.44% | 31q | +7.0%+$51.7M |
| Sumitomo Mitsui Trust Group, Inc. | $792.7M | 6,169,107 | 0.45% | 31q | -1.6%-$12.9M |
| National Pension Service | $744.2M | 5,791,782 | 0.48% | 31q | +0.5%+$3.8M |
| VANGUARD ASSET MANAGEMENT, Ltd | $718.7M | 5,593,255 | 0.49% | 2q | +11.8%+$75.8M |
| BANK OF MONTREAL /CAN/ | $715.2M | 5,565,728 | 0.24% | 31q | +15.2%+$94.4M |
| Vanguard Global Advisers, LLC | $708.4M | 5,512,538 | 0.33% | 2q | -1.3%-$9.4M |
| CITIGROUP INC | $696.7M incl. $232.2M options CALL+PUT | 3,614,905 | 0.23% | 31q | +30.1%+$161.1M |
| Assenagon Asset Management S.A. | $694.7M | 5,405,984 | 0.43% | 31q | +627.4%+$599.2M |
| California Public Employees Retirement System | $693.7M | 5,398,744 | 0.39% | 31q | -26.9%-$255.0M |
| LSV ASSET MANAGEMENT | $681.0M | 5,299,408 | 1.24% | 31q | +4.1%+$27.1M |
| DekaBank Deutsche Girozentrale | $638.7M | 5,427,912 | 1.08% | 31q | HELD |
| AMERICAN CENTURY COMPANIES INC | $625.3M | 4,865,967 | 0.28% | 31q | -12.3%-$87.6M |
| PRINCIPAL FINANCIAL GROUP INC | $610.6M | 4,751,479 | 0.30% | 31q | +0.9%+$5.3M |
| Capital Wealth Planning, LLC | $605.1M | 4,708,599 | 3.02% | 31q | +4.2%+$24.7M |
| D. E. Shaw & Co., Inc. | $571.7M incl. $219.9M options CALL+PUT | 2,738,023 | 0.27% | 31q | -19.4%-$137.7M |
| Caisse de depot et placement du Quebec | $571.6M | 4,448,107 | 0.81% | 31q | +17.1%+$83.4M |
| Aberdeen Group plc | $553.8M | 4,309,756 | 0.78% | 31q | -7.6%-$45.7M |
| Allianz Asset Management GmbH | $539.2M incl. $45.1M options CALL+PUT | 3,845,071 | 0.44% | 40q | -3.0%-$16.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | $536.7M | 4,176,604 | 0.30% | 31q | +15.5%+$71.9M |
| VICTORY CAPITAL MANAGEMENT INC | $532.5M | 4,143,885 | 0.30% | 31q | +9.3%+$45.5M |
| PeakShares LLC | $516.3M | 4,018,000 | 0.38% | 3q | +91052.5%+$515.7M |
| ENVESTNET ASSET MANAGEMENT INC | $513.6M | 3,996,890 | 0.12% | 31q | +3.7%+$18.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $509.7M | 3,966,523 | 0.23% | 31q | +35.1%+$132.4M |
| Jupiter Topco LLC | $501.2M | 3,901,539 | 0.20% | new | FIRST |
| BNP PARIBAS FINANCIAL MARKETS | $500.2M incl. $97.9M options CALL+PUT | 3,130,937 | 0.17% | 31q | +41.9%+$147.7M |
| LPL Financial LLC | $493.0M | 3,836,733 | 0.11% | 31q | +1.4%+$7.0M |
| RHUMBLINE ADVISERS | $489.5M | 3,809,518 | 0.37% | 31q | HELD |
| THORNBURG INVESTMENT MANAGEMENT INC | $486.8M | 3,787,976 | 4.66% | 31q | +1.6%+$7.6M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $484.7M | 3,772,142 | 0.45% | 31q | -1.7%-$8.2M |
| Bank Julius Baer & Co. Ltd, Zurich | $480.3M | 3,729,950 | 1.24% | 26q | +0.8%+$3.8M |
| ACADIAN ASSET MANAGEMENT LLC | $474.8M | 3,695,329 | 0.56% | 31q | -12.1%-$65.2M |
| HighTower Advisors, LLC | $472.9M | 3,679,920 | 0.45% | 31q | +1.2%+$5.7M |
| NEUBERGER BERMAN GROUP LLC | $454.2M | 3,533,955 | 0.30% | 31q | +7.7%+$32.5M |
| NORDEA INVESTMENT MANAGEMENT AB | $445.1M | 3,503,750 | 0.36% | 31q | -58.9%-$638.3M |
| Ensign Peak Advisors, Inc | $432.4M | 3,364,831 | 0.71% | 27q | +28.8%+$96.6M |
| SG Americas Securities, LLC | $430.1M incl. $35.3M options CALL | 3,072,242 | 0.24% | 31q | +84.5%+$196.9M |
| AVIVA PLC | $419.4M | 3,264,106 | 0.62% | 31q | +0.9%+$3.5M |
| ROYAL LONDON ASSET MANAGEMENT LTD | $383.8M | 2,987,037 | 0.71% | 32q | +3.1%+$11.7M |
| NEW YORK STATE COMMON RETIREMENT FUND | $373.9M | 2,909,819 | 0.47% | 31q | -17.2%-$77.9M |
| NATIXIS ADVISORS, LLC | $367.2M | 2,857,628 | 0.41% | 31q | -3.8%-$14.5M |
| FEDERATED HERMES, INC. | $366.5M | 2,852,266 | 0.53% | 31q | -5.2%-$20.0M |
| CANADA LIFE ASSURANCE Co | $361.1M | 2,816,256 | 0.58% | 31q | -5.3%-$20.2M |
| Mariner, LLC | $357.5M | 2,781,786 | 0.38% | 31q | HELD |
| JENNISON ASSOCIATES LLC | $350.7M | 2,728,958 | 0.21% | 3q | -56.3%-$452.4M |
| FIRST TRUST ADVISORS LP | $333.1M | 2,591,856 | 0.20% | 31q | -42.0%-$240.8M |
| Russell Investments Group, Ltd. | $331.9M | 2,578,024 | 0.29% | 31q | +2.0%+$6.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $331.8M | 2,581,691 | 0.33% | 31q | +11.5%+$34.1M |
| JONES FINANCIAL COMPANIES LLLP | $327.9M | 2,548,737 | 0.13% | 31q | -4.2%-$14.2M |
| Alyeska Investment Group, L.P. | $318.8M | 2,480,590 | 0.82% | 3q | +7.6%+$22.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $315.6M | 2,455,664 | 0.22% | 31q | +39.8%+$89.9M |
| NATIONAL BANK OF CANADA /FI/ | $312.7M | 2,433,801 | 0.22% | 19q | +24.1%+$60.7M |
Showing the largest 100 of 3,883 reported holders.
Q2 2026 in brief
In Q2 2026, 3,883 managers that file Form 13F reported holding Merck & Co Inc (MRK), $261.5B in all, or about 80% of the shares outstanding. 216 managers opened a position and 168 sold out completely, against 3,835 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Temasek Holdings (Private) Ltd ($104.9M), Life Cycle Investment Partners Ltd ($47.7M) and Sg Americas Securities, Llc ($35.3M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-10-15 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-13 | 2026-10-09 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-12 | Zachary Jennifer | EVP, General Counsel | Sold | 80,315 | $10.7M |
| 2026-08-05 | Williams David Michael | EVP,Chief Info&Digital Officer | Sold | 52,847 | $6.8M ×3 |
| 2026-08-10 | DeLuca Richard R. | EVP&Pres, Merck Animal Heallth | Sold | 20,784 | $2.7M |
| 2026-08-05 | Maraldo David R. | EVP & Pres. MMD | Sold | 18,706 | $2.4M ×3 |
| 2026-08-06 | Guindo Chirfi | EVP, Access, Policy & Comms | Sold | 15,000 | $2.0M |
| 2026-08-11 | DeLuca Richard R. | EVP&Pres, Merck Animal Heallth | Sold | 12,837 | $1.7M ×2 |
| 2026-08-12 | DeLuca Richard R. | EVP&Pres, Merck Animal Heallth | Sold | 11,699 | $1.5M ×2 |
| 2026-08-13 | Guindo Chirfi | EVP, Access, Policy & Comms | Sold | 10,000 | $1.4M |
| 2026-08-06 | DeLuca Richard R. | EVP&Pres, Merck Animal Heallth | Sold | 6,050 | $788.8K ×3 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 1,708 | $15.1B | 103,841,244 | 116 | 558 | 597 | 0.0% |
| Q2 2026 | 3,883 | $261.5B | 1,986,964,954 | 164 | 1,408 | 1,333 | 2.4% |
| Q1 2026 | 3,835 | $238.1B | 1,930,031,071 | 266 | 1,282 | 1,449 | 2.6% |
| Q4 2025 | 3,693 | $214.3B | 1,973,312,975 | 297 | 1,227 | 1,299 | 3.0% |
| Q3 2025 | 3,331 | $168.3B | 1,941,112,047 | 158 | 1,215 | 1,315 | 3.2% |
| Q2 2025 | 3,343 | $162.0B | 1,981,446,694 | 134 | 1,196 | 1,437 | 3.1% |
| Q1 2025 | 3,469 | $182.4B | 1,977,909,676 | 140 | 1,216 | 1,498 | 2.7% |
| Q4 2024 | 3,618 | $201.4B | 1,990,287,100 | 107 | 1,178 | 1,449 | 1.7% |
| Q3 2024 | 3,497 | $229.3B | 1,987,133,088 | 93 | 1,335 | 1,252 | 1.7% |
| Q2 2024 | 3,559 | $250.3B | 1,990,027,147 | 128 | 1,367 | 1,198 | 1.5% |
| Q1 2024 | 3,554 | $276.9B | 2,058,383,994 | 202 | 1,212 | 1,334 | 2.0% |
| Q4 2023 | 3,447 | $222.6B | 2,005,731,619 | 129 | 1,073 | 1,338 | 1.7% |
| Q3 2023 | 3,226 | $205.9B | 1,958,865,501 | 104 | 1,103 | 1,232 | 1.6% |
| Q2 2023 | 3,272 | $227.7B | 1,935,121,486 | 140 | 1,052 | 1,311 | 1.7% |
| Q1 2023 | 3,190 | $213.9B | 1,978,067,328 | 117 | 1,019 | 1,337 | 1.6% |
| Q4 2022 | 3,241 | $222.3B | 1,958,065,172 | 202 | 984 | 1,234 | 2.3% |
| Q3 2022 | 2,959 | $800.7B | 10,825,338,013 | 93 | 1,153 | 971 | 1.1% |
| Q2 2022 | 3,012 | $933.5B | 16,668,248,511 | 162 | 1,171 | 1,006 | 1.0% |
| Q1 2022 | 2,940 | $809.1B | 11,184,055,868 | 145 | 1,248 | 907 | 1.0% |
| Q4 2021 | 2,899 | $640.6B | 9,483,704,294 | 133 | 1,116 | 852 | 1.6% |
| Q3 2021 | 2,645 | $659.7B | 10,302,328,535 | 78 | 1,094 | 875 | 1.3% |
| Q2 2021 | 2,670 | $613.7B | 9,529,445,192 | 106 | 1,143 | 878 | 1.1% |
| Q1 2021 | 2,667 | $648.8B | 9,325,572,750 | 105 | 1,146 | 919 | 0.4% |
| Q4 2020 | 2,693 | $653.9B | 8,607,888,908 | 101 | 1,097 | 822 | 1.4% |
| Q3 2020 | 2,555 | $706.4B | 9,605,891,327 | 138 | 986 | 851 | 0.4% |
| Q2 2020 | 2,487 | $534.8B | 7,884,574,663 | 116 | 1,029 | 796 | 0.4% |
| Q1 2020 | 2,470 | $787.6B | 12,170,669,343 | 113 | 1,008 | 895 | 0.3% |
| Q4 2019 | 2,528 | $693.7B | 8,145,423,637 | 103 | 875 | 809 | 0.5% |
| Q3 2019 | 2,297 | $664.3B | 10,395,981,338 | 89 | 832 | 839 | 0.5% |
| Q2 2019 | 2,282 | $542.6B | 7,604,346,644 | 109 | 819 | 851 | 0.7% |
| Q1 2019 | 2,285 | $764.1B | 9,693,578,746 | 113 | 733 | 917 | 2.6% |
| Q4 2018 | 2,238 | $710.7B | 10,731,606,903 | 12 | 31 | 40 | 2.6% |