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
- 3,319
- +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
- 1,427 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 |
|---|---|---|---|---|---|
| Agate Pass Investment Management, LLC | 6,840 | $574.1K | 0.22% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 6,875 | $577.0K | 0.05% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 6,877 | $577.2K | 0.14% | −60−0.9% | Reduced |
| Asset Management Group, Inc. | 6,880 | $577.4K | 0.09% | +62+0.9% | Added |
| Sendero Wealth Management, LLC | 6,908 | $579.8K | 0.07% | +987+16.7% | Added |
| Traub Capital Management LLC | 6,920 | $580.8K | 0.57% | +1,530+28.4% | Added |
| Bedel Financial Consulting, Inc. | 6,921 | $580.9K | 0.07% | +479+7.4% | Added |
| Beddow Capital Management Inc | 6,925 | $581.0K | 0.21% | −375−5.1% | Reduced |
| ProVise Management Group, LLC | 6,931 | $581.7K | 0.04% | −613−8.1% | Reduced |
| Point72 (DIFC) Ltd | 6,951 | $583.4K | 0.04% | +6,551+1,637.8% | Added |
| Hodges Capital Management Inc. | 6,952 | $583.5K | 0.05% | −2,275−24.7% | Reduced |
| MSH Capital Advisors LLC | 6,956 | $583.8K | 0.16% | +677+10.8% | Added |
| TCFG Wealth Management, LLC | 6,966 | $584.7K | 0.23% | −13−0.2% | Reduced |
| Ellenbecker Investment Group | 6,968 | $584.8K | 0.09% | −7−0.1% | Reduced |
| Samalin Investment Counsel, LLC | 6,970 | $585.0K | 0.20% | −8−0.1% | Reduced |
| Davidson Trust Co | 6,970 | $585.0K | 0.24% | −200−2.8% | Reduced |
| Ariadne Wealth Management, LP | 6,299 | $585.4K | 0.26% | +835+15.3% | Added |
| Ashton Thomas Securities, LLC | 6,984 | $586.2K | 0.08% | +759+12.2% | Added |
| Arrow Financial Corp | 6,985 | $586.3K | 0.06% | −3,232−31.6% | Reduced |
| Core Wealth Partners LLC | 7,025 | $589.6K | 0.27% | −4−0.1% | Reduced |
| MBL Wealth, LLC | 7,040 | $590.9K | 0.05% | +387+5.8% | Added |
| Yarger Wealth Strategies, LLC | 7,044 | $591.2K | 0.27% | +1,856+35.8% | Added |
| Morton Capital Management LLC | 7,045 | $591.3K | 0.10% | +42+0.6% | Added |
| Onefund, LLC | 7,048 | $591.5K | 0.38% | +275+4.1% | Added |
| Cetera Trust Company, N.A | 7,054 | $592.0K | 0.33% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 7,005 | $593.6K | 0.37% | +43+0.6% | Added |
| Holistic Planning, LLC | 7,085 | $594.7K | 0.16% | +103+1.5% | Added |
| LifePlan Financial, LLC | 7,093 | $595.3K | 0.47% | +7,093 | New |
| Howard Financial Services, Ltd. | 7,107 | $596.5K | 0.07% | −5−0.1% | Reduced |
| Pines Wealth Management, LLC | 7,111 | $596.8K | 0.20% | −104−1.4% | Reduced |
| Golden State Wealth Management, LLC | 7,115 | $597.2K | 0.07% | +628+9.7% | Added |
| Bigelow Investment Advisors, LLC | 7,122 | $597.7K | 0.24% | −518−6.8% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 7,125 | $598.0K | 0.17% | −65−0.9% | Reduced |
| Schnieders Capital Management, LLC. | 7,126 | $598.1K | 0.11% | +7,126 | New |
| Cercano Management LLC | 7,156 | $600.6K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 7,162 | $601.1K | 0.04% | −786−9.9% | Reduced |
| Signature Wealth Management Partners, LLC | 7,178 | $602.4K | 0.32% | +221+3.2% | Added |
| Key Client Fiduciary Advisors, LLC | 7,179 | $602.6K | 0.20% | −22−0.3% | Reduced |
| Seascape Capital Management | 7,189 | $603.0K | 0.17% | −1,275−15.1% | Reduced |
| Pinnacle Bancorp, Inc. | 7,199 | $604.2K | 0.18% | +25+0.3% | Added |
| Investment Advisory Services Inc | 7,212 | $605.3K | 0.19% | +165+2.3% | Added |
| Invenio Wealth Partners LLC | 7,228 | $606.6K | 0.22% | +33+0.5% | Added |
| Saiph Capital, LLC | 7,234 | $607.2K | 0.22% | +1,597+28.3% | Added |
| Wrapmanager Inc | 7,246 | $608.2K | 0.19% | −910−11.2% | Reduced |
| Fiduciary Financial Group, LLC | 7,249 | $608.4K | 0.10% | −18−0.2% | Reduced |
| Tiemann Investment Advisors, LLC | 7,249 | $608.4K | 0.23% | 00.0% | Unchanged |
| Grace & White Inc | 7,267 | $609.9K | 0.11% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 7,104 | $610.9K | 0.21% | +5+0.1% | Added |
| Systematic Financial Management LP | 7,300 | $612.7K | 0.01% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $612.7K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 7,312 | $613.7K | 0.24% | −2,900−28.4% | Reduced |
| Duncan Williams Asset Management, LLC | 7,316 | $614.0K | 0.17% | +90+1.2% | Added |
| Yoffe Investment Management, LLC | 7,338 | $615.9K | 0.80% | +20.0% | Added |
| Legacy Advisors, LLC | 7,290 | $617.7K | 0.08% | +7,290 | New |
| Magnetar Financial LLC | 7,366 | $618.2K | 0.00% | −29,230−79.9% | Reduced |
| US Asset Management LLC | 7,383 | $619.7K | 0.51% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 7,314 | $620.2K | 0.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 7,397 | $620.8K | 0.43% | −10.0% | Reduced |
| Focused Wealth Management, Inc | 7,409 | $621.8K | 0.07% | −11−0.1% | Reduced |
| Wealth Preservation Advisors, LLC | 7,414 | $622.2K | 0.36% | +6+0.1% | Added |
| TRUE Private Wealth Advisors | 7,417 | $622.5K | 0.06% | +462+6.6% | Added |
| Northern Financial Advisors Inc | 7,425 | $623.2K | 0.33% | −462−5.9% | Reduced |
| Chase Investment Counsel Corp | 7,436 | $624.0K | 0.18% | −1,390−15.7% | Reduced |
| Wellington Shields Capital Management, LLC | 7,435 | $624.0K | 0.09% | −2,499−25.2% | Reduced |
| Tradewinds, LLC. | 7,439 | $624.4K | 0.15% | +7,439 | New |
| Lebenthal Global Advisors, LLC | 7,440 | $624.4K | 0.11% | −55−0.7% | Reduced |
| Mosaic Financial Group, LLC | 7,455 | $626.0K | 0.45% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 7,478 | $627.6K | 0.06% | +451+6.4% | Added |
| Meeder Asset Management Inc | 7,485 | $628.2K | 0.04% | +30.0% | Added |
| Appleton Partners Inc | 7,512 | $630.0K | 0.04% | −357−4.5% | Reduced |
| West Michigan Advisors, LLC | 7,452 | $631.5K | 0.15% | +2,094+39.1% | Added |
| SOA Wealth Advisors, LLC. | 7,547 | $633.4K | 0.11% | +31+0.4% | Added |
| Aft, Forsyth & Company, Inc. | 7,549 | $633.6K | 0.30% | 00.0% | Unchanged |
| Red Wave Investments LLC | 7,578 | $636.0K | 0.20% | 00.0% | Unchanged |
| Quent Capital, LLC | 7,590 | $637.0K | 0.05% | +16+0.2% | Added |
| Stonebridge Financial Group, LLC | 7,598 | $637.7K | 0.06% | −25,113−76.8% | Reduced |
| Ambassador Advisors, LLC | 7,599 | $637.8K | 0.09% | −312−3.9% | Reduced |
| G&S Capital LLC | 7,621 | $639.7K | 0.24% | −53−0.7% | Reduced |
| 17 Capital Partners, LLC | 7,635 | $640.8K | 0.35% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 7,643 | $641.5K | 0.45% | +500+7.0% | Added |
| Caliber Wealth Management, LLC | 7,657 | $642.7K | 0.07% | −612−7.4% | Reduced |
| Rexford Capital Inc | 7,699 | $646.2K | 0.50% | 00.0% | Unchanged |
| Kaufman Rossin Wealth, LLC | 7,704 | $646.6K | 0.35% | +618+8.7% | Added |
| Hemenway Trust Co LLC | 7,705 | $646.7K | 0.05% | −957−11.0% | Reduced |
| Hartford Funds Management Co LLC | 7,710 | $647.3K | 0.06% | −1,450−15.8% | Reduced |
| Edgewood Management LLC | 7,718 | $647.8K | 0.00% | 00.0% | Unchanged |
| Willner & Heller, LLC | 7,722 | $648.1K | 0.50% | −271−3.4% | Reduced |
| Peoples Bank | 7,735 | $649.2K | 0.40% | −207−2.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,743 | $649.9K | 0.02% | −779−9.1% | Reduced |
| Port Capital LLC | 7,745 | $650.0K | 0.03% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 7,762 | $651.5K | 0.27% | +26+0.3% | Added |
| King Wealth | 7,774 | $652.0K | 0.08% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 7,779 | $652.9K | 0.05% | +821+11.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,783 | $653.2K | 0.02% | −4,065−34.3% | Reduced |
| Northcape Wealth Management, LLC | 7,801 | $654.7K | 0.19% | −207−2.6% | Reduced |
| Aprio Wealth Management, LLC | 7,804 | $654.9K | 0.07% | +776+11.0% | Added |
| Greenfield Savings Bank | 7,836 | $657.7K | 0.28% | −456−5.5% | Reduced |
| Prepared Retirement Institute LLC | 7,839 | $658.0K | 0.34% | +594+8.2% | Added |
| Orca Wealth Management, LLC | 7,904 | $663.4K | 0.50% | +72+0.9% | Added |
| Crews Bank & Trust | 7,911 | $664.0K | 0.10% | −317−3.9% | Reduced |