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 | 3,812 | $231.9B |
| Q4 2025 | 3,674 | $206.6B |
| Q3 2025 | 3,319 | $159.8B |
| Q2 2025 | 3,337 | $155.9B |
| Q1 2025 | 3,459 | $177.7B |
| Q4 2024 | 3,618 | $196.9B |
| Q3 2024 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| AlphaStar Capital Management, LLC | 21,224 | $1.78M | 0.15% | +1,731+8.9% | Added |
| IMA Wealth, Inc. | 21,030 | $1.78M | 0.18% | +26+0.1% | Added |
| Portfolio Design Labs, LLC | 21,259 | $1.78M | 0.31% | +21,259 | New |
| Onyx Bridge Wealth Group LLC | 21,302 | $1.79M | 0.19% | +2,086+10.9% | Added |
| Kathmere Capital Management, LLC | 21,393 | $1.80M | 0.13% | +1,591+8.0% | Added |
| Naviter Wealth, LLC | 21,245 | $1.80M | 0.21% | −2,552−10.7% | Reduced |
| SBI Securities Co., Ltd. | 21,461 | $1.80M | 0.05% | −2,975−12.2% | Reduced |
| Allred Capital Management, LLC | 21,463 | $1.80M | 0.63% | +63+0.3% | Added |
| New England Research & Management, Inc. | 21,596 | $1.81M | 0.83% | −809−3.6% | Reduced |
| Insight Advisors, LLC | 21,660 | $1.82M | 0.28% | −1,347−5.9% | Reduced |
| Asset Dedication, LLC | 21,692 | $1.82M | 0.12% | +1,444+7.1% | Added |
| Geneos Wealth Management Inc. | 21,716 | $1.82M | 0.05% | −7,238−25.0% | Reduced |
| Broderick Brian C | 21,997 | $1.85M | 0.35% | 00.0% | Unchanged |
| Spire Wealth Management | 22,027 | $1.85M | 0.06% | −3,016−12.0% | Reduced |
| Beaton Management Co. Inc. | 22,037 | $1.85M | 0.84% | +1,550+7.6% | Added |
| Enhancing Capital LLC | 22,067 | $1.85M | 1.36% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 22,158 | $1.86M | 0.52% | +4,961+28.8% | Added |
| Nilsine Partners, LLC | 22,171 | $1.86M | 0.17% | +15,327+223.9% | Added |
| Leigh Baldwin & Co., LLC | 22,186 | $1.86M | 1.05% | +805+3.8% | Added |
| Massachusetts Wealth Management | 22,199 | $1.86M | 0.92% | +225+1.0% | Added |
| NTV Asset Management LLC | 22,209 | $1.86M | 0.20% | −1,258−5.4% | Reduced |
| Campbell Capital Management Inc | 22,235 | $1.87M | 0.72% | +22,235 | New |
| Capital Asset Advisory Services LLC | 22,264 | $1.87M | 0.08% | +2,515+12.7% | Added |
| Gen-Wealth Partners Inc | 22,315 | $1.87M | 0.63% | +4,513+25.4% | Added |
| Bridge Creek Capital Management LLC | 22,383 | $1.88M | 0.52% | +675+3.1% | Added |
| Burke & Herbert Bank & Trust Co | 22,396 | $1.88M | 0.40% | −1,519−6.4% | Reduced |
| Ridgewood Investments LLC | 23,338 | $1.88M | 0.79% | +1,859+8.7% | Added |
| 3Chopt Investment Partners, LLC | 22,313 | $1.89M | 0.43% | −11,839−34.7% | Reduced |
| Convergence Investment Partners, LLC | 22,558 | $1.89M | 0.42% | +6,144+37.4% | Added |
| IAM Advisory, LLC | 22,581 | $1.90M | 0.43% | +3,812+20.3% | Added |
| Old Point Trust & Financial Services N A | 22,609 | $1.90M | 0.61% | +4,260+23.2% | Added |
| Dominguez Wealth Management Solutions, Inc. | 22,634 | $1.90M | 1.20% | +127+0.6% | Added |
| Zhang Financial LLC | 22,635 | $1.90M | 0.08% | +131+0.6% | Added |
| Walleye Capital LLC | 22,670 | $1.90M | 0.02% | −30,272−57.2% | Reduced |
| Forum Financial Management, LP | 22,702 | $1.91M | 0.03% | +304+1.4% | Added |
| Hikari Power Ltd | 22,710 | $1.91M | 0.15% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 22,710 | $1.91M | 0.11% | +133+0.6% | Added |
| Beaumont Financial Advisors, LLC | 22,743 | $1.91M | 0.13% | +2,574+12.8% | Added |
| CSM Advisors, LLC | 22,755 | $1.91M | 0.05% | −50,860−69.1% | Reduced |
| Morse Asset Management, Inc | 22,776 | $1.91M | 0.38% | +989+4.5% | Added |
| Peoples Financial Services Corp. | 22,778 | $1.91M | 0.86% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 22,563 | $1.91M | 0.17% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 22,783 | $1.91M | 0.11% | +1,774+8.4% | Added |
| Legacy Capital Group California, Inc. | 22,808 | $1.91M | 0.49% | +40.0% | Added |
| MJP Associates Inc | 22,849 | $1.92M | 0.25% | +1,218+5.6% | Added |
| Gifford Fong Associates | 22,900 | $1.92M | 0.40% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22,939 | $1.93M | 0.18% | −5,656−19.8% | Reduced |
| First PREMIER Bank | 22,943 | $1.93M | 0.44% | −915−3.8% | Reduced |
| AlTi Global, Inc. | 22,779 | $1.93M | 0.05% | +1,542+7.3% | Added |
| Green Square Capital Advisors LLC | 24,374 | $1.93M | 0.23% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 22,999 | $1.93M | 0.55% | +263+1.2% | Added |
| SCS Capital Management LLC | 22,873 | $1.93M | 0.02% | −1,204−5.0% | Reduced |
| Private Management Group Inc | 23,051 | $1.93M | 0.06% | −292−1.3% | Reduced |
| Fairfield, Bush & Co. | 23,057 | $1.94M | 0.99% | +3,969+20.8% | Added |
| Checchi Capital Advisers, LLC | 23,078 | $1.94M | 0.13% | −2,698−10.5% | Reduced |
| Sippican Capital Advisors | 23,126 | $1.94M | 1.28% | +943+4.3% | Added |
| RiverFront Investment Group, LLC | 23,137 | $1.94M | 0.03% | +3,032+15.1% | Added |
| Reynders McVeigh Capital Management, LLC | 23,276 | $1.95M | 0.09% | −1,458−5.9% | Reduced |
| Marex Group plc | 23,291 | $1.95M | 0.02% | −13,901−37.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 23,318 | $1.96M | 0.17% | −294−1.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 23,325 | $1.96M | 0.10% | +1,669+7.7% | Added |
| Exencial Wealth Advisors, LLC | 23,337 | $1.96M | 0.06% | −5,472−19.0% | Reduced |
| Fulcrum Asset Management LLP | 23,399 | $1.96M | 0.54% | −650−2.7% | Reduced |
| Intrust Bank NA | 23,402 | $1.96M | 0.16% | +960+4.3% | Added |
| Banque Transatlantique SA | 23,403 | $1.96M | 0.05% | −30−0.1% | Reduced |
| Northstar Group, Inc. | 23,445 | $1.97M | 0.29% | −70−0.3% | Reduced |
| Birmingham Capital Management Co Inc | 23,478 | $1.97M | 0.91% | −4,550−16.2% | Reduced |
| Sumitomo Life Insurance Co | 23,530 | $1.97M | 0.06% | −707−2.9% | Reduced |
| Stratos Wealth Advisors, LLC | 23,572 | $1.98M | 0.10% | +3,252+16.0% | Added |
| Ancora Advisors, LLC | 23,592 | $1.98M | 0.04% | −3,485−12.9% | Reduced |
| Wedmont Private Capital | 22,608 | $1.98M | 0.07% | +2,078+10.1% | Added |
| Ellevest, Inc. | 23,602 | $1.98M | 0.28% | +9,868+71.9% | Added |
| Smith, Moore & Co. | 23,614 | $1.98M | 0.15% | +663+2.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 22,784 | $1.98M | 0.32% | −964−4.1% | Reduced |
| Brendel Financial Advisors LLC | 23,668 | $1.99M | 1.02% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 23,683 | $1.99M | 0.46% | 00.0% | Unchanged |
| Archer Investment Corp | 23,706 | $1.99M | 0.45% | −315−1.3% | Reduced |
| Zuckerman Investment Group, LLC | 23,770 | $1.99M | 0.18% | −59,370−71.4% | Reduced |
| Stoneridge Investment Partners LLC | 23,773 | $2.00M | 1.37% | +3,548+17.5% | Added |
| Meitav Dash Investments Ltd | 23,794 | $2.00M | 0.03% | +23,794 | New |
| Berkeley Capital Partners, LLC | 23,818 | $2.00M | 0.47% | +907+4.0% | Added |
| Curbstone Financial Management Corp | 23,844 | $2.00M | 0.38% | +232+1.0% | Added |
| Central Valley Advisors, LLC | 23,863 | $2.00M | 0.62% | +702+3.0% | Added |
| Bridgewater Advisors Inc. | 23,377 | $2.01M | 0.14% | +366+1.6% | Added |
| Mystic Asset Management, Inc. | 23,899 | $2.01M | 0.45% | +280+1.2% | Added |
| Cornercap Investment Counsel Inc | 23,915 | $2.01M | 1.00% | −405−1.7% | Reduced |
| Callahan Advisors, LLC | 23,917 | $2.01M | 0.17% | −2,173−8.3% | Reduced |
| Qtron Investments LLC | 24,015 | $2.02M | 0.25% | −13,492−36.0% | Reduced |
| Gilliland Jeter Wealth Management LLC | 24,023 | $2.02M | 0.62% | −2,703−10.1% | Reduced |
| Parkside Financial Bank & Trust | 24,079 | $2.02M | 0.16% | +57+0.2% | Added |
| Hayek Kallen Investment Management | 24,139 | $2.03M | 0.64% | −111−0.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 24,202 | $2.03M | 0.32% | −74−0.3% | Reduced |
| CFS Investment Advisory Services, LLC | 23,217 | $2.03M | 0.15% | −3,917−14.4% | Reduced |
| Econ Financial Services Corp | 24,242 | $2.03M | 1.01% | +24,242 | New |
| Wellington Shields & Co., LLC | 24,291 | $2.04M | 0.53% | −5,606−18.8% | Reduced |
| Secured Retirement Advisors, LLC | 24,291 | $2.04M | 1.14% | +11,787+94.3% | Added |
| Tealwood Asset Management Inc | 24,338 | $2.04M | 0.83% | −531−2.1% | Reduced |
| Argent Advisors, Inc. | 24,370 | $2.05M | 0.60% | +1,387+6.0% | Added |
| Personal Cfo Solutions, LLC | 24,441 | $2.05M | 0.36% | −652−2.6% | Reduced |
| Portside Wealth Group, LLC | 24,471 | $2.05M | 0.29% | +3,179+14.9% | Added |