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 |
|---|---|---|---|---|---|
| Inscription Capital, LLC | 24,480 | $2.05M | 0.22% | +700+2.9% | Added |
| TD Private Client Wealth LLC | 24,481 | $2.05M | 0.05% | −38,683−61.2% | Reduced |
| Kerusso Capital Management LLC | 24,491 | $2.06M | 1.26% | −1,409−5.4% | Reduced |
| Evelyn Partners Investment Management LLP | 24,560 | $2.06M | 0.06% | +11,360+86.1% | Added |
| Victrix Investment Advisors | 24,618 | $2.07M | 1.13% | +2,512+11.4% | Added |
| Cigna Investments Inc | 24,655 | $2.07M | 0.29% | −83−0.3% | Reduced |
| Legacy Financial Advisors, Inc. | 24,672 | $2.07M | 0.29% | +4,070+19.8% | Added |
| Bulltick Wealth Management, LLC | 24,546 | $2.08M | 0.49% | +5,829+31.1% | Added |
| Gsa Capital Partners LLP | 24,809 | $2.08M | 0.17% | +12,871+107.8% | Added |
| West Oak Capital, LLC | 24,857 | $2.09M | 0.83% | −550−2.2% | Reduced |
| IFG Advisory, LLC | 24,893 | $2.09M | 0.09% | −48−0.2% | Reduced |
| Thompson Investment Management, Inc. | 24,924 | $2.09M | 0.28% | +6,495+35.2% | Added |
| Centaurus Financial, Inc. | 24,958 | $2.10M | 0.10% | +1,371+5.8% | Added |
| Live Oak Investment Partners | 24,967 | $2.10M | 1.39% | +1,018+4.3% | Added |
| Redmond Asset Management, LLC | 25,049 | $2.10M | 0.52% | −300−1.2% | Reduced |
| Red Spruce Capital, LLC | 25,094 | $2.11M | 0.86% | −16,425−39.6% | Reduced |
| Symphony Financial, Ltd. Co. | 25,956 | $2.11M | 0.26% | −21,294−45.1% | Reduced |
| Keystone Financial Group | 24,652 | $2.12M | 0.16% | −2,449−9.0% | Reduced |
| SeaCrest Wealth Management, LLC | 24,534 | $2.12M | 0.22% | −3,168−11.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 25,278 | $2.12M | 0.41% | −709−2.7% | Reduced |
| Franklin Street Advisors Inc | 25,328 | $2.13M | 0.12% | −4,554−15.2% | Reduced |
| Bank Ozk | 25,351 | $2.13M | 0.75% | −1,882−6.9% | Reduced |
| Clarius Group, LLC | 25,398 | $2.13M | 0.13% | +2,887+12.8% | Added |
| Latko Wealth Management, Ltd. | 25,473 | $2.14M | 1.08% | −1,073−4.0% | Reduced |
| Cypress Capital, LLC | 25,514 | $2.14M | 0.61% | −875−3.3% | Reduced |
| Madison Asset Management, LLC | 25,514 | $2.14M | 0.02% | −469−1.8% | Reduced |
| ARS Investment Partners, LLC | 25,519 | $2.14M | 0.14% | −3,047−10.7% | Reduced |
| Golden State Equity Partners | 25,566 | $2.15M | 0.36% | −1,402−5.2% | Reduced |
| Marino, Stram & Associates LLC | 25,601 | $2.15M | 0.39% | −2,018−7.3% | Reduced |
| Allen Wealth Management, LLC | 25,632 | $2.15M | 1.46% | +2,002+8.5% | Added |
| Wilkinson Global Asset Management LLC | 25,705 | $2.16M | 0.14% | −1,880−6.8% | Reduced |
| Chicago Capital, LLC | 25,709 | $2.16M | 0.05% | +423+1.7% | Added |
| Sargent Investment Group, LLC | 25,818 | $2.17M | 0.31% | +2,280+9.7% | Added |
| Tobam | 25,843 | $2.17M | 0.79% | −22,884−47.0% | Reduced |
| CFC Planning Co LLC | 25,880 | $2.17M | 1.83% | +1,539+6.3% | Added |
| Court Place Advisors, LLC | 25,917 | $2.18M | 0.65% | −1,341−4.9% | Reduced |
| International Assets Investment Management, LLC | 26,602 | $2.18M | 0.18% | −46−0.2% | Reduced |
| AIMZ Investment Advisors, LLC | 25,930 | $2.18M | 0.68% | −403−1.5% | Reduced |
| American National Bank | 25,980 | $2.18M | 0.21% | −1,207−4.4% | Reduced |
| Silvant Capital Management LLC | 26,005 | $2.18M | 0.08% | −1,169−4.3% | Reduced |
| LMG Wealth Partners, LLC | 26,013 | $2.18M | 0.41% | +550+2.2% | Added |
| Aries Wealth Management | 26,034 | $2.19M | 0.52% | −150−0.6% | Reduced |
| Humankind Investments LLC | 26,067 | $2.19M | 0.50% | −1,604−5.8% | Reduced |
| Harbor Advisory Corp | 26,300 | $2.21M | 0.65% | −50.0% | Reduced |
| Howard Capital Management Inc. | 26,403 | $2.22M | 0.03% | +1,712+6.9% | Added |
| Davis R M Inc | 26,404 | $2.22M | 0.04% | −12,850−32.7% | Reduced |
| Charter Research & Investment Group, Inc. | 26,427 | $2.22M | 1.54% | −7,375−21.8% | Reduced |
| Parcion Private Wealth LLC | 26,610 | $2.23M | 0.14% | +4,613+21.0% | Added |
| Ashford Capital Management Inc | 26,683 | $2.24M | 0.25% | +8,321+45.3% | Added |
| Journey Advisory Group, LLC | 26,694 | $2.24M | 0.17% | −1,141−4.1% | Reduced |
| iA Global Asset Management Inc. | 26,713 | $2.24M | 0.03% | −93,345−77.7% | Reduced |
| Moody National Bank Trust Division | 26,768 | $2.25M | 0.19% | −2,448−8.4% | Reduced |
| Ritholtz Wealth Management | 26,906 | $2.26M | 0.04% | +410+1.5% | Added |
| Trust Co | 26,913 | $2.26M | 0.23% | +1,151+4.5% | Added |
| Grimes & Company, Inc. | 26,919 | $2.26M | 0.06% | +2,727+11.3% | Added |
| William B. Walkup & Associates, Inc. | 27,053 | $2.27M | 1.22% | +62+0.2% | Added |
| TownSquare Capital, LLC | 27,064 | $2.27M | 0.34% | −124,069−82.1% | Reduced |
| Key Financial Inc | 25,227 | $2.27M | 0.42% | +791+3.2% | Added |
| Wolverine Asset Management LLC | 27,121 | $2.28M | 0.03% | −14,068−34.2% | Reduced |
| Camden Capital, LLC | 27,171 | $2.28M | 0.16% | +8,746+47.5% | Added |
| Altfest L J & Co Inc | 27,237 | $2.29M | 0.26% | +5,815+27.1% | Added |
| Matrix Trust Co | 27,294 | $2.29M | 0.36% | +9,885+56.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 27,300 | $2.29M | 0.27% | −1,726−5.9% | Reduced |
| Montecito Bank & Trust | 27,329 | $2.29M | 0.36% | +27,329 | New |
| Harbour Investments, Inc. | 27,387 | $2.30M | 0.05% | +10,442+61.6% | Added |
| Mission Wealth Management, LP | 27,459 | $2.30M | 0.05% | −2,872−9.5% | Reduced |
| Pathway Financial Advisers, LLC | 27,639 | $2.31M | 0.67% | +3,388+14.0% | Added |
| Evoke Wealth, LLC | 27,405 | $2.32M | 0.05% | +1,609+6.2% | Added |
| Windward Capital Management Co | 27,669 | $2.32M | 0.19% | −110.0% | Reduced |
| Valmark Advisers, Inc. | 27,672 | $2.32M | 0.03% | +1,002+3.8% | Added |
| Univest Financial Corp | 27,683 | $2.32M | 0.13% | −18,610−40.2% | Reduced |
| Alliance Wealth Advisors, LLC | 27,745 | $2.33M | 0.55% | +122+0.4% | Added |
| Castle Rock Wealth Management, LLC | 26,325 | $2.33M | 0.52% | +1,200+4.8% | Added |
| Tower Research Capital LLC (TRC) | 27,935 | $2.34M | 0.06% | −98,107−77.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28,104 | $2.36M | 0.05% | −1,390−4.7% | Reduced |
| Journey Strategic Wealth LLC | 28,118 | $2.36M | 0.07% | +5,972+27.0% | Added |
| First Financial Bank - Trust Division | 28,165 | $2.36M | 0.20% | −246−0.9% | Reduced |
| Essex LLC | 28,170 | $2.36M | 0.43% | −2,808−9.1% | Reduced |
| Glass Wealth Management Co LLC | 28,349 | $2.38M | 1.06% | −435−1.5% | Reduced |
| Capital Investment Advisory Services, LLC | 28,415 | $2.38M | 0.19% | −275−1.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 28,617 | $2.40M | 0.03% | −7,218−20.1% | Reduced |
| Independent Financial Group, LLC | 28,624 | $2.40M | 0.06% | +817+2.9% | Added |
| Optimist Retirement Group LLC | 28,637 | $2.40M | 1.09% | +28,637 | New |
| Sage Mountain Advisors LLC | 28,640 | $2.40M | 0.14% | +2,782+10.8% | Added |
| Pettyjohn, Wood & White, Inc | 28,652 | $2.40M | 0.40% | −372−1.3% | Reduced |
| Chiron Capital Management, LLC | 28,728 | $2.41M | 2.06% | −923−3.1% | Reduced |
| Heritage Wealth Management, Inc. | 28,751 | $2.41M | 0.71% | +3,332+13.1% | Added |
| Financial Advisors Network, Inc. | 28,774 | $2.42M | 0.34% | +710+2.5% | Added |
| Werlinich Asset Management, LLC | 28,835 | $2.42M | 1.20% | +50+0.2% | Added |
| Coastal Bridge Advisors, LLC | 28,890 | $2.42M | 0.18% | +970+3.5% | Added |
| Kingswood Wealth Advisors, LLC | 28,897 | $2.43M | 0.15% | +5,262+22.3% | Added |
| Shoker Investment Counsel, Inc. | 28,968 | $2.43M | 0.72% | +285+1.0% | Added |
| Pensionfund Sabic | 29,000 | $2.43M | 0.66% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 29,010 | $2.43M | 0.09% | −17,337−37.4% | Reduced |
| Bailard, Inc. | 29,044 | $2.44M | 0.05% | −30,041−50.8% | Reduced |
| Addison Capital Co | 29,206 | $2.44M | 0.72% | −931−3.1% | Reduced |
| Trust Asset Management LLC | 29,141 | $2.45M | 0.17% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 29,171 | $2.45M | 0.44% | +740+2.6% | Added |
| Hudock, Inc. | 29,200 | $2.45M | 0.37% | −453−1.5% | Reduced |
| Community Financial Services Group, LLC | 29,201 | $2.45M | 0.45% | +1,661+6.0% | Added |