Position in MRK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$493,020,190
+$38,060,796 QoQ
Shares Held
3,836,733
+1.4% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#66
of 3,757 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in MRK Over Time
Shares Held
Position Value (USD)
Derivatives in MRK
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$223,965
PutShares
2,830
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $5,886,151,720 across 17 Drug Manufacturers - General names. MRK ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
1,274,807 | $1,529,041,887 | |
| 2 | JNJ |
Johnson & Johnson
|
5,055,143 | $1,283,854,667 | |
| 3 | ABBV |
AbbVie Inc.
|
4,096,323 | $1,030,798,719 | |
| 4 | MRK |
Merck & Co., Inc.
This page
|
3,836,733 | $493,020,190 | |
| 5 | AMGN |
Amgen Inc
|
1,188,164 | $430,257,947 | |
| 6 | PFE |
Pfizer Inc
|
13,919,821 | $335,189,289 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
3,265,381 | $188,151,253 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
969,813 | $122,526,174 |
All Filings in MRK
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,020,190 | 3,836,733 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $454,959,394 | 3,782,188 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $374,304,349 | 3,555,998 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $283,016,911 | 3,372,059 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $262,187,181 | 3,312,117 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $290,599,615 | 3,237,518 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $318,733,422 | 3,203,995 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $324,609,215 | 2,858,482 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $339,946,505 | 2,745,933 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $335,015,640 | 2,538,959 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $266,188,683 | 2,441,650 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $241,023,554 | 2,341,171 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $265,934,371 | 2,304,657 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $236,608,700 | 2,223,975 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $253,778,486 | 2,287,323 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $191,448,635 | 2,223,045 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $201,479,591 | 2,209,933 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $171,527,822 | 2,090,528 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $152,498,655 | 1,989,805 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $143,752,052 | 1,913,887 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $138,716,015 | 1,783,670 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $118,566,334 | 1,538,024 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $108,940,454 | 1,331,791 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $87,312,463 | 1,052,591 | Shares | Sole | 2020-11-09 | |
| 2020-09-30 | $223,965 | 2,700 | Put | Sole | 2020-11-09 | |
| 2020-06-30 | $301,587 | 3,900 | Put | Sole | 2020-08-13 | |
| 2020-06-30 | $78,180,122 | 1,010,993 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $66,813,360 | 868,383 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||