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 | 3,502 | $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 |
|---|---|---|---|---|---|
| Nexus Investment Management ULC | 3,735 | $313.5K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 3,736 | $313.6K | 0.04% | −108−2.8% | Reduced |
| Apollon Financial, LLC | 3,738 | $313.8K | 0.05% | +641+20.7% | Added |
| Consolidated Planning Corp | 3,739 | $313.8K | 0.03% | +375+11.1% | Added |
| Rise Advisors, LLC | 3,740 | $313.9K | 0.11% | +31+0.8% | Added |
| Olistico Wealth, LLC | 3,745 | $314.3K | 0.17% | −539−12.6% | Reduced |
| Apeiron RIA LLC | 3,661 | $314.5K | 0.07% | +3,661 | New |
| Palumbo Wealth Management LLC | 4,376 | $315.3K | 0.10% | +130+3.1% | Added |
| Financial Partners Group, Inc | 3,758 | $315.4K | 0.04% | +292+8.4% | Added |
| Redwood Financial Network Corp | 3,762 | $315.8K | 0.20% | −236−5.9% | Reduced |
| Silver Coast Investments LLC | 3,763 | $315.8K | 0.11% | −574−13.2% | Reduced |
| Advanced Portfolio Management, LLC | 4,021 | $316.0K | 0.82% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3,766 | $316.0K | 0.08% | 00.0% | Unchanged |
| Wright Investors Service Inc | 3,771 | $316.5K | 0.09% | −10,466−73.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 3,772 | $316.6K | 0.16% | +50+1.3% | Added |
| Perennial Advisors, LLC | 3,774 | $316.8K | 0.05% | −350−8.5% | Reduced |
| Intellus Advisors LLC | 3,781 | $317.3K | 0.04% | 00.0% | Unchanged |
| Financial Strategies Group, Inc. | 3,852 | $317.8K | 0.06% | −17−0.4% | Reduced |
| Beacon Financial Strategies CORP | 3,790 | $318.1K | 0.19% | +2+0.1% | Added |
| Carolina Wealth Advisors, LLC | 3,791 | $318.2K | 0.14% | +2,017+113.7% | Added |
| Evanson Asset Management, LLC | 3,813 | $320.0K | 0.02% | +156+4.3% | Added |
| Independent Wealth Network Inc. | 3,819 | $320.5K | 0.10% | −99−2.5% | Reduced |
| Financial Management Professionals, Inc. | 3,791 | $321.2K | 0.03% | +47+1.3% | Added |
| TruWealth Advisors, LLC | 3,828 | $321.2K | 0.02% | −55−1.4% | Reduced |
| McLean Asset Management Corp | 3,619 | $321.3K | 0.07% | +76+2.1% | Added |
| Westbourne Investments, Inc. | 3,743 | $321.8K | 0.15% | +3,743 | New |
| Cypress Wealth Services, LLC | 3,835 | $321.9K | 0.05% | −88−2.2% | Reduced |
| Fiducient Advisors LLC | 3,799 | $321.9K | 0.04% | +551+17.0% | Added |
| Warm Springs Advisors Inc. | 3,838 | $322.1K | 0.24% | +54+1.4% | Added |
| American Institute for Advanced Investment Management, LLP | 3,842 | $322.5K | 0.21% | −45−1.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,844 | $322.6K | 0.13% | +291+8.2% | Added |
| Womack Financial LLC | 3,848 | $323.0K | 0.25% | +354+10.1% | Added |
| WMG Financial Advisors, LLC | 3,858 | $323.8K | 0.11% | +93+2.5% | Added |
| Quantum Financial Advisors, LLC | 3,861 | $324.1K | 0.04% | 00.0% | Unchanged |
| Johnson Financial Group, LLC | 3,866 | $324.5K | 0.03% | +419+12.2% | Added |
| Bruce G. Allen Investments, LLC | 3,867 | $324.6K | 0.23% | −12−0.3% | Reduced |
| Schubert & Co | 3,868 | $324.6K | 0.24% | +205+5.6% | Added |
| Texas Capital Bancshares Inc | 3,897 | $327.1K | 0.13% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 3,903 | $327.6K | 0.22% | −72−1.8% | Reduced |
| Operose Advisors LLC | 3,905 | $327.7K | 0.08% | +5+0.1% | Added |
| 44 Wealth Management LLC | 3,910 | $328.2K | 0.11% | +10.0% | Added |
| Morris Retirement Advisors, LLC | 3,911 | $328.3K | 0.14% | −18−0.5% | Reduced |
| Brookwood Investment Group LLC | 3,918 | $328.8K | 0.04% | −5,201−57.0% | Reduced |
| Perennial Investment Advisors, LLC | 3,923 | $329.2K | 0.03% | −230−5.5% | Reduced |
| Summit Wealth Group, LLC | 3,925 | $329.4K | 0.08% | −56−1.4% | Reduced |
| Oak Asset Management, LLC | 3,925 | $329.4K | 0.11% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,926 | $329.5K | 0.11% | +2,573+190.2% | Added |
| Fielder Capital Group LLC | 3,926 | $329.5K | 0.08% | +773+24.5% | Added |
| Retirement Planning Group, LLC | 3,896 | $330.1K | 0.25% | +528+15.7% | Added |
| Verity & Verity, LLC | 3,942 | $330.9K | 0.03% | −152−3.7% | Reduced |
| Cambridge Financial Group, LLC | 3,952 | $331.7K | 0.11% | +140+3.7% | Added |
| Liberty Square Wealth Partners LLC | 3,961 | $332.4K | 0.10% | 00.0% | Unchanged |
| Broyhill Asset Management | 3,963 | $332.6K | 0.29% | 00.0% | Unchanged |
| Lynx Investment Advisory | 3,972 | $333.4K | 0.20% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 3,989 | $334.8K | 0.07% | +6+0.2% | Added |
| Uniting Wealth Partners, LLC | 3,960 | $335.5K | 0.08% | +3,960 | New |
| Human Investing LLC | 4,004 | $336.1K | 0.05% | −722−15.3% | Reduced |
| Financial Council Asset Management Inc | 4,004 | $336.1K | 0.15% | +13+0.3% | Added |
| Cranbrook Wealth Management, LLC | 4,011 | $336.6K | 0.07% | +478+13.5% | Added |
| Elyxium Wealth, LLC | 4,012 | $336.7K | 0.12% | −26−0.6% | Reduced |
| Robinson Smith Wealth Advisors LLC | 4,012 | $336.8K | 0.24% | −532−11.7% | Reduced |
| Salvus Wealth Management, LLC | 4,016 | $337.1K | 0.19% | +746+22.8% | Added |
| Blackston Financial Advisory Group, LLC | 4,018 | $337.2K | 0.20% | +463+13.0% | Added |
| Capital Investment Counsel, Inc | 4,021 | $337.5K | 0.04% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 3,988 | $338.0K | 0.14% | −73−1.8% | Reduced |
| Fairscale Capital, LLC | 3,994 | $338.5K | 0.23% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 4,034 | $338.6K | 0.12% | +10.0% | Added |
| Gagnon Securities LLC | 4,038 | $338.9K | 0.07% | −20.0% | Reduced |
| Investment Partners Asset Management, Inc. | 4,042 | $339.3K | 0.22% | −2,580−39.0% | Reduced |
| Syverson Strege & Co | 4,052 | $340.1K | 0.08% | −304−7.0% | Reduced |
| Lansing Street Advisors | 4,015 | $340.1K | 0.09% | +199+5.2% | Added |
| Westfuller Advisors, LLC | 4,022 | $340.8K | 0.15% | +4,022 | New |
| Providence Financial Advisors, LLC | 4,062 | $340.9K | 0.33% | +4,062 | New |
| Barr E S & Co | 4,063 | $341.0K | 0.02% | −1,101−21.3% | Reduced |
| Ballew Advisors, Inc | 4,028 | $341.2K | 0.19% | +1,055+35.5% | Added |
| PFS Partners, LLC | 4,073 | $341.8K | 0.16% | +373+10.1% | Added |
| Willow Creek Wealth Management Inc. | 4,079 | $342.4K | 0.03% | +198+5.1% | Added |
| Tarbox Family Office, Inc. | 4,083 | $342.7K | 0.05% | 00.0% | Unchanged |
| Weaver Consulting Group | 4,091 | $343.3K | 0.09% | −76−1.8% | Reduced |
| Capula Management Ltd | 4,094 | $343.6K | 0.00% | −5,018−55.1% | Reduced |
| Cornerstone Capital, Inc. | 4,098 | $343.9K | 0.03% | −1,400−25.5% | Reduced |
| RB Capital Management, LLC | 4,106 | $344.6K | 0.07% | −738−15.2% | Reduced |
| Camarda Financial Advisors, LLC | 4,119 | $345.7K | 0.13% | −3,835−48.2% | Reduced |
| Westshore Wealth, LLC | 4,121 | $345.8K | 0.12% | −154−3.6% | Reduced |
| Randolph Co Inc | 4,123 | $346.1K | 0.03% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 4,123 | $346.1K | 0.08% | −742−15.3% | Reduced |
| Alesco Advisors LLC | 4,129 | $346.5K | 0.01% | +328+8.6% | Added |
| Uhlmann Price Securities, LLC | 4,132 | $346.7K | 0.21% | −948−18.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 4,131 | $346.7K | 0.01% | −319−7.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,143 | $347.7K | 0.10% | −151−3.5% | Reduced |
| Greenup Street Wealth Management LLC | 4,147 | $348.0K | 0.05% | +4,147 | New |
| Powell Investment Advisors, LLC | 4,109 | $348.2K | 0.12% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 4,150 | $348.3K | 0.21% | 00.0% | Unchanged |
| Bath Savings Trust Co | 4,153 | $348.6K | 0.03% | −388−8.5% | Reduced |
| Gradient Investments LLC | 4,160 | $349.1K | 0.01% | −474−10.2% | Reduced |
| Parisi Gray Wealth Management | 4,160 | $349.2K | 0.09% | −330−7.3% | Reduced |
| Affinity Capital Advisors, LLC | 3,906 | $349.6K | 0.05% | −10−0.3% | Reduced |
| Goldstone Financial Group, LLC | 4,173 | $350.2K | 0.04% | −24−0.6% | Reduced |
| Joule Financial, LLC | 4,177 | $350.6K | 0.11% | −173−4.0% | Reduced |
| Osterweis Capital Management Inc | 4,183 | $351.1K | 0.02% | −498−10.6% | Reduced |