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, Q3 2025
Institutional positions in Merck & Co., Inc. as of Sep 30, 2025. 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
- Institutional holders
- 3,320
- +42 vs. Q2 2025
- Shares held
- 1.90B
- −25.7M (−1.3%) vs. Q2 2025
- Total value
- $159.8B
- +$6.99B (+4.6%) vs. Q2 2025
- New holders
- 191
- 1,361 more added
- Sold out
- 149
- 1,428 more reduced
60 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Optas, LLC | 5,993 | $503.0K | 0.09% | −4,323−41.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,998 | $503.5K | 0.02% | −400−6.3% | Reduced |
| Sunpointe, LLC | 5,951 | $504.3K | 0.18% | +63+1.1% | Added |
| Maseco LLP | 6,013 | $504.6K | 0.02% | +151+2.6% | Added |
| American Capital Advisory, LLC | 6,016 | $504.9K | 0.23% | +10+0.2% | Added |
| Clark Wealth Partners | 4,798 | $505.0K | 0.31% | −1,542−24.3% | Reduced |
| Sculati Wealth Management, LLC | 6,025 | $505.7K | 0.18% | −1,943−24.4% | Reduced |
| Southern Capital Advisors, LLC | 6,029 | $506.0K | 0.24% | −118−1.9% | Reduced |
| McIlrath & Eck, LLC | 6,040 | $506.9K | 0.05% | +421+7.5% | Added |
| Fort Point Capital Partners LLC | 5,985 | $507.1K | 0.06% | −3,964−39.8% | Reduced |
| Legacy Trust | 6,046 | $507.4K | 0.10% | +1,120+22.7% | Added |
| Lester Murray Antman dba SimplyRich | 6,059 | $508.0K | 0.14% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 6,001 | $508.5K | 0.05% | +775+14.8% | Added |
| Sanders Morris Harris LLC | 6,063 | $508.9K | 0.07% | +6,063 | New |
| Brady Family Wealth, LLC | 6,081 | $510.4K | 0.16% | −2,460−28.8% | Reduced |
| Shum Financial Group, Inc. | 6,083 | $510.5K | 0.38% | +6,083 | New |
| Sentinus, LLC | 6,092 | $511.3K | 0.11% | +2,347+62.7% | Added |
| Gibbs Wealth Management | 6,096 | $511.6K | 0.12% | −248−3.9% | Reduced |
| Tempus Wealth Planning, LLC | 6,119 | $513.6K | 0.12% | +519+9.3% | Added |
| Vishria Bird Financial Group, LLC | 6,119 | $513.6K | 0.10% | +364+6.3% | Added |
| Destination Wealth Management | 6,123 | $513.9K | 0.01% | −43,865−87.8% | Reduced |
| Channel Wealth LLC | 6,124 | $513.9K | 0.14% | +18+0.3% | Added |
| Northstar Asset Management LLC | 6,130 | $514.5K | 0.11% | −3,304−35.0% | Reduced |
| MKT Advisors LLC | 5,715 | $515.1K | 0.19% | −20−0.3% | Reduced |
| Resolute Wealth Strategies, LLC | 6,148 | $516.0K | 0.24% | −1,478−19.4% | Reduced |
| Litman Gregory Asset Management LLC | 6,149 | $516.1K | 0.04% | +6,149 | New |
| QVR LLC | 6,151 | $516.3K | 0.63% | +6,151 | New |
| Barrett & Company, Inc. | 6,164 | $517.4K | 0.18% | −534−8.0% | Reduced |
| Roxbury Financial LLC | 6,173 | $518.1K | 0.48% | −142−2.2% | Reduced |
| Bogart Wealth, LLC | 6,178 | $518.5K | 0.02% | −749−10.8% | Reduced |
| Sonora Investment Management Group, LLC | 6,191 | $519.6K | 0.04% | −501−7.5% | Reduced |
| LOM Asset Management Ltd | 6,213 | $521.0K | 0.16% | −9,187−59.7% | Reduced |
| Beta Wealth Group, Inc. | 6,215 | $521.7K | 0.21% | −107−1.7% | Reduced |
| Chancellor Financial Group WB LP | 6,276 | $526.7K | 0.37% | +358+6.0% | Added |
| New Republic Capital, LLC | 6,221 | $527.3K | 0.16% | +452+7.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 6,227 | $527.7K | 0.12% | +307+5.2% | Added |
| one8zero8, LLC | 6,290 | $527.9K | 0.11% | +559+9.8% | Added |
| Bank of Stockton | 6,292 | $528.1K | 0.15% | −51−0.8% | Reduced |
| Acorn Wealth Advisors, LLC | 6,293 | $528.2K | 0.17% | +88+1.4% | Added |
| Investment Research Partners LLC | 6,114 | $529.4K | 0.24% | +6,114 | New |
| Roberts Capital Advisors, LLC | 6,321 | $530.5K | 0.59% | +6,321 | New |
| Proficio Capital Partners LLC | 6,323 | $530.7K | 0.04% | −9,175−59.2% | Reduced |
| Certified Advisory Corp | 6,332 | $531.5K | 0.05% | −20.0% | Reduced |
| Addison Advisors LLC | 6,349 | $532.9K | 0.12% | +333+5.5% | Added |
| Regent Peak Wealth Advisors LLC | 6,357 | $533.6K | 0.11% | +6,357 | New |
| Element Capital Management LLC | 6,363 | $534.0K | 0.76% | +6,363 | New |
| Summit Asset Management, LLC | 6,368 | $534.5K | 0.08% | 00.0% | Unchanged |
| First Western Trust Bank | 6,373 | $534.9K | 0.02% | −1,600−20.1% | Reduced |
| Beacon Financial Group | 6,374 | $535.0K | 0.05% | +73+1.2% | Added |
| Financial Advisory Corp | 6,373 | $535.0K | 0.15% | +2,254+54.7% | Added |
| Congress Asset Management Co | 6,386 | $536.0K | 0.00% | −935−12.8% | Reduced |
| Banyan Capital Management, Inc. | 6,389 | $536.2K | 0.24% | +6,389 | New |
| Polymer Capital Management (US) LLC | 6,390 | $536.3K | 0.07% | +6,390 | New |
| Commonwealth Financial Services, LLC | 6,452 | $541.5K | 0.09% | +398+6.6% | Added |
| Semus Wealth Partners LLC | 6,455 | $541.8K | 0.31% | −407−5.9% | Reduced |
| Dividend Assets Capital, LLC | 6,456 | $541.9K | 0.10% | −640−9.0% | Reduced |
| Financial Harvest, LLC | 6,463 | $542.4K | 0.37% | +13+0.2% | Added |
| Versant Capital Management, Inc | 6,472 | $543.2K | 0.07% | +3,134+93.9% | Added |
| HHM Wealth Advisors, LLC | 6,474 | $543.4K | 0.06% | +96+1.5% | Added |
| Pring Turner Capital Group Inc | 6,485 | $544.3K | 0.33% | −60−0.9% | Reduced |
| Advisory Alpha, LLC | 6,083 | $544.7K | 0.02% | +2,354+63.1% | Added |
| Mirador Capital Partners LP | 6,498 | $545.3K | 0.08% | +67+1.0% | Added |
| Scientech Research LLC | 6,503 | $545.8K | 0.19% | +6,503 | New |
| Hardy Reed LLC | 6,507 | $546.1K | 0.04% | −8,831−57.6% | Reduced |
| Jmac Enterprises LLC | 6,513 | $546.7K | 0.11% | +1,025+18.7% | Added |
| Ethos Financial Group, LLC | 6,464 | $547.9K | 0.04% | −177−2.7% | Reduced |
| Nicolet Bankshares Inc | 6,529 | $548.0K | 0.09% | +360+5.8% | Added |
| Insight 2811, Inc. | 6,533 | $548.3K | 0.24% | +135+2.1% | Added |
| Cardinal Point Capital Management, ULC | 6,540 | $548.9K | 0.04% | −210−3.1% | Reduced |
| Capital Planning Advisors, LLC | 6,559 | $550.5K | 0.08% | −5,466−45.5% | Reduced |
| Sachetta, LLC | 6,550 | $550.7K | 0.20% | +111+1.7% | Added |
| Claris Financial LLC | 6,567 | $551.1K | 0.31% | −93−1.4% | Reduced |
| Sentry Investment Management LLC | 6,394 | $552.0K | 0.37% | −1,749−21.5% | Reduced |
| IFG Advisors, LLC | 6,583 | $552.5K | 0.09% | 00.0% | Unchanged |
| Successful Portfolios LLC | 6,600 | $553.9K | 0.32% | −155−2.3% | Reduced |
| Curtis Advisory Group, LLC | 6,600 | $553.9K | 0.13% | +6,600 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 6,603 | $554.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6,616 | $555.3K | 0.11% | −6−0.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,575 | $556.5K | 0.19% | +62+1.0% | Added |
| Cromwell Holdings LLC | 6,569 | $557.1K | 0.30% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 6,642 | $557.5K | 0.20% | +4+0.1% | Added |
| Allied Investment Advisors, LLC | 6,646 | $557.8K | 0.09% | −260−3.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,654 | $558.5K | 0.03% | +564+9.3% | Added |
| Sepio Capital, LP | 6,670 | $559.8K | 0.03% | +6,670 | New |
| Seven Mile Advisory | 6,695 | $561.9K | 0.09% | +2,525+60.6% | Added |
| Annex Advisory Services, LLC | 6,700 | $562.4K | 0.01% | −4,429−39.8% | Reduced |
| Granite Investment Partners, LLC | 6,725 | $564.4K | 0.03% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 6,733 | $565.1K | 0.41% | +64+1.0% | Added |
| Cox Capital Mgt LLC | 6,756 | $567.0K | 0.37% | +36+0.5% | Added |
| Certior Financial Group, LLC | 6,762 | $567.6K | 0.39% | +86+1.3% | Added |
| Global Trust Asset Management, LLC | 6,771 | $568.3K | 0.26% | −1,397−17.1% | Reduced |
| Capital Management Associates, Inc | 6,780 | $569.0K | 0.15% | +580+9.4% | Added |
| Crabel Capital Management, LLC | 6,783 | $569.3K | 0.51% | +6,783 | New |
| Neumann Capital Management, LLC | 6,785 | $569.5K | 0.17% | +900+15.3% | Added |
| Promethium Advisors,llc | 6,728 | $570.1K | 0.33% | 00.0% | Unchanged |
| B&L Asset Management LLC | 6,797 | $570.5K | 0.29% | +1,510+28.6% | Added |
| Old Port Advisors | 6,803 | $571.0K | 0.14% | −218−3.1% | Reduced |
| Allen Investment Management LLC | 6,805 | $571.1K | 0.01% | −6,000−46.9% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 6,750 | $571.4K | 0.19% | −435−6.1% | Reduced |
| Orrstown Financial Services Inc | 6,813 | $571.8K | 0.10% | −673−9.0% | Reduced |