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 |
|---|---|---|---|---|---|
| Matrix Private Capital Group LLC | 7,844 | $664.6K | 0.35% | +404+5.4% | Added |
| Continuum Advisory, LLC | 7,929 | $665.5K | 0.07% | +127+1.6% | Added |
| Ami Asset Management Corp | 7,933 | $665.8K | 0.04% | −79−1.0% | Reduced |
| Armstrong, Fleming & Moore, Inc | 7,938 | $666.3K | 0.32% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 7,946 | $666.9K | 0.05% | +806+11.3% | Added |
| Builder Investment Group Inc | 7,949 | $667.2K | 0.15% | +7+0.1% | Added |
| RFP Financial Group LLC | 7,863 | $667.5K | 0.27% | +148+1.9% | Added |
| Barlow Wealth Partners, Inc. | 7,625 | $668.0K | 0.07% | −982−11.4% | Reduced |
| Amussen Hunsaker Associates LLC | 7,974 | $668.6K | 0.07% | +10+0.1% | Added |
| Traphagen Investment Advisors LLC | 7,970 | $668.9K | 0.06% | −663−7.7% | Reduced |
| Professional Advisory Services Inc | 7,972 | $669.0K | 0.09% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 7,989 | $670.5K | 0.02% | −129−1.6% | Reduced |
| Orion Capital Management LLC | 7,990 | $670.6K | 0.23% | −2,840−26.2% | Reduced |
| Trueblood Wealth Management, LLC | 7,995 | $671.0K | 0.26% | −148−1.8% | Reduced |
| BCJ Capital Management, LLC | 8,015 | $672.7K | 0.04% | +1,247+18.4% | Added |
| Beaumont Asset Management, L.L.C. | 8,030 | $674.0K | 0.34% | −283−3.4% | Reduced |
| Tyche Wealth Partners LLC | 8,034 | $674.3K | 0.12% | −105−1.3% | Reduced |
| Staley Capital Advisers Inc | 8,045 | $675.2K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 8,058 | $676.3K | 0.25% | −828−9.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 8,066 | $677.0K | 0.12% | −1,276−13.7% | Reduced |
| Cambridge Advisors Inc. | 8,070 | $677.4K | 0.13% | +14+0.2% | Added |
| Gray Private Wealth, LLC | 8,102 | $680.0K | 0.34% | 00.0% | Unchanged |
| Tevis Investment Management | 8,026 | $680.1K | 0.41% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 8,105 | $680.3K | 0.15% | +40.0% | Added |
| First Fiduciary Investment Counsel, Inc. | 8,118 | $681.0K | 0.13% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 8,121 | $681.6K | 0.22% | −19−0.2% | Reduced |
| Glen Eagle Advisors, LLC | 8,131 | $682.4K | 0.09% | +182+2.3% | Added |
| Woodward Financial Advisors, Inc. | 8,131 | $682.4K | 0.26% | −292−3.5% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 8,145 | $683.6K | 0.20% | −2,524−23.7% | Reduced |
| First Affirmative Financial Network | 8,149 | $683.9K | 0.32% | +153+1.9% | Added |
| Capital Advantage, Inc. | 8,154 | $684.4K | 0.10% | −77−0.9% | Reduced |
| Barton Investment Management | 8,158 | $684.7K | 0.07% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 8,177 | $686.3K | 0.19% | −8,376−50.6% | Reduced |
| Impact Partnership Wealth, LLC | 8,183 | $686.8K | 0.10% | −159−1.9% | Reduced |
| Heartland Bank & Trust Co | 8,191 | $687.5K | 0.28% | +610+8.0% | Added |
| Burns J W & Co Inc | 8,205 | $688.6K | 0.08% | −75−0.9% | Reduced |
| Lakeshore Capital Group, Inc. | 8,236 | $691.2K | 0.56% | +96+1.2% | Added |
| Somerset Trust Co | 8,249 | $692.3K | 0.21% | −2,331−22.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 8,296 | $696.3K | 0.01% | +227+2.8% | Added |
| Renaissance Investment Group LLC | 8,298 | $696.5K | 0.14% | −99−1.2% | Reduced |
| Old Mission Investment Co LLC | 8,221 | $698.0K | 0.17% | −2,098−20.3% | Reduced |
| Berger Financial Group, Inc | 8,320 | $698.3K | 0.04% | −435−5.0% | Reduced |
| Greenwich Wealth Management LLC | 8,337 | $700.0K | 0.03% | +717+9.4% | Added |
| Papp L Roy & Associates | 8,346 | $700.4K | 0.08% | −583−6.5% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 8,392 | $704.0K | 0.08% | +2,526+43.1% | Added |
| Navellier & Associates Inc | 8,393 | $704.4K | 0.07% | +244+3.0% | Added |
| Magnolia Capital Management Ltd | 8,400 | $705.0K | 0.54% | 00.0% | Unchanged |
| SGL Investment Advisors, Inc. | 8,590 | $708.6K | 0.30% | +4,979+137.9% | Added |
| Strategic Advisors LLC | 8,450 | $709.3K | 0.11% | −492−5.5% | Reduced |
| Kapstone Financial Advisors LLC | 8,455 | $709.6K | 0.33% | −1,047−11.0% | Reduced |
| Generation Capital Management LLC | 8,471 | $711.0K | 0.51% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 8,505 | $713.8K | 0.27% | +3,859+83.1% | Added |
| Intrua Financial, LLC | 8,508 | $714.1K | 0.08% | +1,672+24.5% | Added |
| Kovack Advisors, Inc. | 8,529 | $715.9K | 0.07% | −3,144−26.9% | Reduced |
| Verity Asset Management, Inc. | 8,539 | $716.6K | 0.23% | +159+1.9% | Added |
| McRae Capital Management Inc | 8,558 | $718.3K | 0.14% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 8,563 | $718.7K | 0.05% | −20−0.2% | Reduced |
| Wakefield Asset Management LLLP | 8,569 | $719.2K | 0.20% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 8,570 | $719.3K | 0.26% | +21+0.2% | Added |
| Venturi Wealth Management, LLC | 8,598 | $721.6K | 0.03% | −1,911−18.2% | Reduced |
| Winthrop Advisory Group LLC | 8,525 | $722.4K | 0.06% | −227−2.6% | Reduced |
| Elevate Capital Advisors, LLC | 8,645 | $725.6K | 0.51% | +8,645 | New |
| Athena Investment Management | 8,647 | $725.8K | 0.38% | +240+2.9% | Added |
| Capital Performance Advisors LLP | 8,652 | $726.1K | 0.12% | +212+2.5% | Added |
| BBR Partners, LLC | 8,659 | $726.8K | 0.04% | +81+0.9% | Added |
| General Partner, Inc. | 8,686 | $729.0K | 0.40% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 8,702 | $730.4K | 0.09% | +95+1.1% | Added |
| Mendel Money Management | 8,703 | $730.4K | 0.31% | −325−3.6% | Reduced |
| Plan Group Financial, LLC | 8,705 | $730.6K | 0.20% | −1,418−14.0% | Reduced |
| Pettee Investors, Inc. | 8,716 | $731.5K | 0.40% | −54−0.6% | Reduced |
| Clear Creek Financial Management, LLC | 8,714 | $731.6K | 0.06% | +1,168+15.5% | Added |
| Roman Butler Fullerton & Co | 8,480 | $734.2K | 0.20% | −112−1.3% | Reduced |
| Perkins Capital Management Inc | 8,750 | $734.4K | 0.65% | 00.0% | Unchanged |
| Bank of New Hampshire | 8,758 | $735.1K | 0.17% | −940−9.7% | Reduced |
| CFM Wealth Partners LLC | 8,771 | $736.1K | 0.11% | −1,687−16.1% | Reduced |
| Strategic Blueprint, LLC | 8,775 | $736.5K | 0.03% | +302+3.6% | Added |
| Murphy & Mullick Capital Management Corp | 8,778 | $737.5K | 0.55% | +532+6.5% | Added |
| Mill Creek Capital Advisors, LLC | 8,788 | $737.6K | 0.02% | +484+5.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 8,797 | $738.3K | 0.30% | +5+0.1% | Added |
| Hikari Tsushin, Inc. | 8,812 | $739.6K | 0.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 8,824 | $740.6K | 0.07% | −227−2.5% | Reduced |
| Verus Capital Partners, LLC | 8,827 | $740.8K | 0.06% | +1,038+13.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 8,829 | $741.0K | 0.03% | −1,057−10.7% | Reduced |
| Carnegie Lake Advisors LLC | 8,832 | $741.3K | 0.29% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 8,840 | $742.0K | 0.05% | +386+4.6% | Added |
| Colonial Trust Advisors | 8,853 | $743.0K | 0.06% | +36+0.4% | Added |
| Aigen Investment Management, LP | 8,860 | $743.6K | 0.12% | +8,860 | New |
| Maple Capital Management, Inc. | 8,864 | $744.0K | 0.05% | −1,475−14.3% | Reduced |
| Financial Consulate, Inc | 8,867 | $744.2K | 0.11% | +8,867 | New |
| Sym Financial Corp | 8,919 | $748.6K | 0.08% | +822+10.2% | Added |
| Old North State Trust, LLC | 8,922 | $749.0K | 0.46% | −636−6.7% | Reduced |
| Institute for Wealth Management, LLC. | 8,924 | $749.0K | 0.08% | −394−4.2% | Reduced |
| Washington Trust Advisors, Inc. | 8,943 | $750.6K | 0.06% | +120+1.4% | Added |
| West Paces Advisors Inc. | 8,955 | $751.6K | 0.15% | −8,911−49.9% | Reduced |
| Lynch Asset Management, Inc. | 9,000 | $755.4K | 0.24% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 9,013 | $756.4K | 0.04% | −16−0.2% | Reduced |
| Peddock Capital Advisors, LLC | 9,029 | $757.8K | 0.16% | −510−5.3% | Reduced |
| Washington Capital Management Inc | 9,033 | $758.1K | 0.54% | −345−3.7% | Reduced |
| Legal Advantage Investments, Inc. | 9,040 | $758.7K | 0.34% | 00.0% | Unchanged |
| InvesTrust | 9,060 | $760.4K | 0.28% | 00.0% | Unchanged |