MERCK & CO INC (MRK)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 1,968,033,878 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.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 |
| Sixth Street Partners Management Company, L.P. | $7.0B | 54,365,289 | 0.93% | new | NEW |
| MORGAN STANLEY | $6.3B | 48,641,158 | 0.33% | 35q | +2.1%+$129.6M |
| JPMORGAN CHASE & CO | $6.0B | 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 | 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 |
| 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 | -46.5%-$1.9B |
| Capital International Investors | $2.0B | 15,386,689 | 0.41% | 31q | +1668.1%+$1.9B |
| ROYAL BANK OF CANADA | $1.9B | 14,293,086 | 0.29% | 31q | +8.3%+$146.6M |
| UBS Group AG | $1.9B | 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 | 11,658,434 | 0.25% | 31q | -49.1%-$1.5B |
| DEUTSCHE BANK AG\ | $1.5B | 11,964,180 | 0.45% | 34q | -4.6%-$74.1M |
| JANE STREET GROUP, LLC | $1.5B | 1,121,026 | 0.12% | 31q | +219.3%+$1.0B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2B | 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 | 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 | 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 | 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 |
| Corient Private Wealth LP | $649.8M | 5,404,273 | 0.42% | 15q | +122.6%+$357.8M |
| 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 | 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 |
| 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 | 0.38% | 3q | -8.8%-$50.1M |
| 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 | 3,130,937 | 0.17% | 31q | +41.9%+$147.7M |
| Allianz Asset Management GmbH | $493.7M | 3,713,343 | 0.44% | 40q | -6.3%-$33.4M |
| 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 |
| Bank Julius Baer & Co. Ltd, Zurich | $480.3M | 3,729,950 | 1.24% | 26q | +0.8%+$3.8M |
| HighTower Advisors, LLC | $472.9M | 3,679,920 | 0.46% | 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 | -35.6%-$239.2M |
| 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 |
| FEDERATED HERMES, INC. | $366.5M | 2,852,266 | 0.53% | 31q | -5.2%-$20.0M |
| 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 |
| Eurizon Capital SGR S.p.A. | $308.7M | 2,398,834 | 0.83% | 3q | -15.0%-$54.5M |
| Robeco Institutional Asset Management B.V. | $305.1M | 2,373,993 | 0.37% | 38q | +2.2%+$6.6M |
| MACKENZIE FINANCIAL CORP | $305.0M | 2,373,431 | 0.31% | 31q | -5.7%-$18.5M |
| TD Asset Management Inc | $300.0M | 2,334,726 | 0.26% | 31q | +2.0%+$5.9M |
| Smead Capital Management, Inc. | $300.0M | 2,334,468 | 6.43% | 31q | -5.5%-$17.6M |
| TRUIST FINANCIAL CORP | $296.6M | 2,308,510 | 0.35% | 31q | +3.9%+$11.2M |
Showing the largest 100 of 3,840 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 3,656 | $259.1B | 1,968,033,878 | 156 | 1,368 | 1,234 | 2.4% |
| Q1 2026 | 3,609 | $232.5B | 1,883,546,716 | 258 | 1,211 | 1,363 | 2.7% |
| Q4 2025 | 3,474 | $205.8B | 1,895,365,393 | 284 | 1,169 | 1,229 | 3.1% |
| Q3 2025 | 3,128 | $161.8B | 1,864,912,157 | 151 | 1,151 | 1,227 | 3.3% |
| Q2 2025 | 3,104 | $155.1B | 1,897,202,198 | 126 | 1,113 | 1,341 | 3.1% |
| Q1 2025 | 3,209 | $174.8B | 1,894,568,434 | 134 | 1,124 | 1,385 | 2.7% |
| Q4 2024 | 3,333 | $192.0B | 1,896,985,738 | 95 | 1,082 | 1,337 | 1.7% |
| Q3 2024 | 3,204 | $218.2B | 1,890,354,467 | 89 | 1,238 | 1,145 | 1.7% |
| Q2 2024 | 3,243 | $236.7B | 1,881,825,103 | 118 | 1,254 | 1,095 | 1.5% |
| Q1 2024 | 3,221 | $261.3B | 1,941,069,430 | 187 | 1,112 | 1,210 | 2.1% |
| Q4 2023 | 3,119 | $210.2B | 1,893,152,320 | 122 | 972 | 1,199 | 1.7% |
| Q3 2023 | 2,871 | $189.0B | 1,796,869,738 | 91 | 999 | 1,093 | 1.7% |
| Q2 2023 | 2,889 | $211.8B | 1,798,473,036 | 132 | 919 | 1,162 | 1.7% |
| Q1 2023 | 2,778 | $196.3B | 1,815,290,670 | 106 | 902 | 1,155 | 1.6% |
| Q4 2022 | 2,645 | $185.9B | 1,653,757,304 | 177 | 849 | 923 | 2.4% |
| Q3 2022 | 2,992 | $168.2B | 1,900,756,571 | 96 | 1,180 | 972 | 2.5% |
| Q2 2022 | 3,021 | $176.1B | 1,879,618,411 | 161 | 1,181 | 1,004 | 2.6% |
| Q1 2022 | 2,949 | $156.4B | 1,853,174,323 | 146 | 1,255 | 905 | 2.7% |
| Q4 2021 | 2,905 | $149.5B | 1,867,174,175 | 134 | 1,110 | 857 | 4.3% |
| Q3 2021 | 2,648 | $143.3B | 1,843,789,985 | 78 | 1,096 | 875 | 3.2% |
| Q2 2021 | 2,673 | $147.2B | 1,859,412,678 | 105 | 1,146 | 875 | 1.9% |
| Q1 2021 | 2,677 | $146.0B | 1,861,196,594 | 105 | 1,150 | 921 | 1.9% |
| Q4 2020 | 2,698 | $159.3B | 1,885,646,181 | 101 | 1,097 | 827 | 2.1% |
| Q3 2020 | 2,558 | $159.3B | 1,885,792,801 | 139 | 986 | 848 | 1.9% |
| Q2 2020 | 2,492 | $149.2B | 1,900,649,636 | 117 | 1,033 | 795 | 1.5% |
| Q1 2020 | 2,471 | $150.3B | 1,921,696,587 | 113 | 1,011 | 895 | 1.7% |
| Q4 2019 | 2,533 | $183.0B | 1,969,003,315 | 103 | 875 | 814 | 2.0% |
| Q3 2019 | 2,303 | $166.0B | 1,933,197,831 | 89 | 838 | 837 | 1.9% |
| Q2 2019 | 2,290 | $168.9B | 1,971,936,420 | 110 | 824 | 852 | 2.1% |
| Q1 2019 | 2,288 | $167.2B | 1,972,892,065 | 113 | 732 | 920 | 1.9% |
| Q4 2018 | 2,240 | $159.3B | 2,038,469,925 | 12 | 32 | 40 | 2.3% |