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
- 3,320
- +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
- 1,428 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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 4,750 | $398.6K | 0.16% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 4,750 | $398.7K | 0.19% | +200+4.4% | Added |
| Acima Private Wealth, LLC | 4,764 | $399.8K | 0.13% | 00.0% | Unchanged |
| SOL Capital Management CO | 4,770 | $400.0K | 0.04% | +346+7.8% | Added |
| Triad Wealth Partners, LLC | 4,767 | $400.1K | 0.05% | +996+26.4% | Added |
| Wedge Capital Management L L P | 4,775 | $400.8K | 0.01% | +34+0.7% | Added |
| Meridian Investment Counsel Inc. | 4,777 | $400.9K | 0.10% | 00.0% | Unchanged |
| HCR Wealth Advisors | 4,491 | $402.0K | 0.04% | +484+12.1% | Added |
| Cahill Financial Advisors Inc | 4,790 | $402.0K | 0.05% | +46+1.0% | Added |
| Campbell & CO Investment Adviser LLC | 4,793 | $402.3K | 0.03% | −2,136−30.8% | Reduced |
| Elefante Mark B | 4,800 | $402.9K | 0.26% | −193−3.9% | Reduced |
| Clark Asset Management, LLC | 4,804 | $403.2K | 0.05% | +2,053+74.6% | Added |
| Syntax Research, Inc. | 4,807 | $403.4K | 0.26% | +801+20.0% | Added |
| Bender Robert & Associates | 4,812 | $403.9K | 0.09% | −100−2.0% | Reduced |
| Campion Asset Management LLC | 4,812 | $403.9K | 0.29% | −695−12.6% | Reduced |
| Eads & Heald Wealth Management | 4,815 | $404.0K | 0.19% | +278+6.1% | Added |
| Fortis Group Advisors, LLC | 4,709 | $404.8K | 0.07% | −175−3.6% | Reduced |
| Paragon Capital Management Ltd | 4,825 | $405.0K | 0.08% | +12+0.2% | Added |
| Brucke Financial, Inc. | 4,724 | $406.2K | 0.24% | +54+1.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,843 | $406.5K | 0.04% | +6+0.1% | Added |
| Arcataur Capital Management LLC | 4,849 | $407.0K | 0.12% | +400+9.0% | Added |
| BOS Asset Management, LLC | 4,851 | $407.1K | 0.11% | 00.0% | Unchanged |
| GWN Securities Inc. | 4,815 | $408.2K | 0.09% | −4,551−48.6% | Reduced |
| Hollencrest Capital Management | 4,864 | $408.2K | 0.01% | +76+1.6% | Added |
| Moseley Investment Management Inc | 4,865 | $408.3K | 0.12% | −392−7.5% | Reduced |
| Summa Corp. | 4,880 | $409.6K | 0.18% | −480−9.0% | Reduced |
| Jacobsen Capital Management | 4,889 | $410.3K | 0.14% | +804+19.7% | Added |
| Boyar Asset Management Inc. | 4,897 | $411.0K | 0.26% | +174+3.7% | Added |
| Carl P. Sherr & Co., LLC | 4,897 | $411.0K | 0.19% | −515−9.5% | Reduced |
| Sigma Investment Counselors Inc | 4,898 | $411.1K | 0.02% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 4,907 | $411.8K | 0.07% | +459+10.3% | Added |
| Roberts Glore & Co Inc | 4,915 | $412.5K | 0.11% | −570−10.4% | Reduced |
| Investment Partners, Ltd. | 4,918 | $412.8K | 0.15% | −113−2.2% | Reduced |
| Plan A Wealth LLC | 4,919 | $412.9K | 0.21% | +10.0% | Added |
| Mathes Company, Inc. | 4,925 | $413.0K | 0.15% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 4,924 | $413.3K | 0.05% | +70+1.4% | Added |
| Novak & Powell Financial Services, Inc. | 4,935 | $414.2K | 0.22% | +21+0.4% | Added |
| Black Diamond Financial, LLC | 4,951 | $415.6K | 0.05% | +684+16.0% | Added |
| O'Rourke & Company, Inc | 4,954 | $415.8K | 0.17% | −738−13.0% | Reduced |
| Groesbeck Investment Management Corp | 4,960 | $416.0K | 0.81% | −2,698−35.2% | Reduced |
| S.A. Mason LLC | 4,961 | $416.4K | 0.18% | +11+0.2% | Added |
| Infrastructure Capital Advisors, LLC | 4,844 | $416.5K | 0.05% | +2,258+87.3% | Added |
| Central Pacific Bank - Trust Division | 4,964 | $416.6K | 0.05% | +3,123+169.6% | Added |
| BCS Private Wealth Management, Inc. | 4,967 | $417.2K | 0.15% | +2,239+82.1% | Added |
| Westmount Partners, LLC | 4,640 | $418.2K | 0.11% | +20.0% | Added |
| Cary Street Partner Investment Advisory LLC | 4,983 | $418.2K | 0.17% | +245+5.2% | Added |
| Laurel Wealth Advisors LLC | 4,984 | $418.3K | 0.06% | −1,196−19.4% | Reduced |
| MWA Asset Management | 4,984 | $418.3K | 0.23% | −1,729−25.8% | Reduced |
| Lyell Wealth Management, LP | 4,985 | $418.4K | 0.03% | −239−4.6% | Reduced |
| Rosenberg Matthew Hamilton | 4,993 | $419.1K | 0.09% | −40−0.8% | Reduced |
| Vivaldi Capital Management, LLC | 5,001 | $419.7K | 0.06% | −3,818−43.3% | Reduced |
| Magnolia Capital Advisors LLC | 5,009 | $420.4K | 0.11% | −583−10.4% | Reduced |
| May Hill Capital, LLC | 5,012 | $420.6K | 0.12% | +307+6.5% | Added |
| Bedell Frazier Investment Counseling, LLC | 5,012 | $420.7K | 0.09% | −34,557−87.3% | Reduced |
| Lazari Capital Management, Inc. | 5,022 | $421.5K | 0.14% | +41+0.8% | Added |
| CWC Advisors, LLC. | 5,023 | $421.6K | 0.21% | −225−4.3% | Reduced |
| Element Wealth, LLC | 5,036 | $422.7K | 0.18% | +317+6.7% | Added |
| GenTrust, LLC | 5,007 | $423.6K | 0.02% | +5,007 | New |
| NFP Retirement, Inc. | 5,048 | $423.7K | 0.03% | −2,182−30.2% | Reduced |
| Constitution Capital LLC | 5,050 | $423.8K | 0.20% | +1,100+27.8% | Added |
| Vista Cima Wealth Management LLC | 5,061 | $424.8K | 0.35% | +5,061 | New |
| Granite Harbor Advisors, Inc. | 5,068 | $425.4K | 0.18% | +473+10.3% | Added |
| Carr Financial Group Corp | 5,073 | $425.8K | 0.12% | −452−8.2% | Reduced |
| Wingate Wealth Advisors, Inc. | 5,078 | $426.2K | 0.30% | +41+0.8% | Added |
| Financial Enhancement Group LLC | 4,942 | $427.0K | 0.06% | +185+3.9% | Added |
| Lake Street Financial LLC | 5,094 | $427.5K | 0.06% | −681−11.8% | Reduced |
| Lesa Sroufe & Co | 5,100 | $428.0K | 0.35% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 5,120 | $429.8K | 0.18% | +20.0% | Added |
| Close Asset Management Ltd | 5,128 | $430.0K | 0.01% | −7,918−60.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,120 | $430.0K | 0.12% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 5,126 | $430.2K | 0.23% | +74+1.5% | Added |
| Retirement Planning Group | 5,132 | $430.7K | 0.01% | +320+6.7% | Added |
| Rialto Wealth Management, LLC | 5,136 | $431.1K | 0.11% | −210−3.9% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 5,138 | $431.2K | 0.43% | 00.0% | Unchanged |
| Fca Corp | 5,146 | $431.9K | 0.12% | +44+0.9% | Added |
| Oxford Financial Group Ltd | 5,161 | $433.2K | 0.02% | +948+22.5% | Added |
| Hummer Financial Advisory Services Inc | 5,116 | $433.5K | 0.32% | 00.0% | Unchanged |
| Accel Wealth Management | 5,172 | $434.0K | 0.13% | −523−9.2% | Reduced |
| Gentry Private Wealth, LLC | 5,172 | $434.1K | 0.30% | +254+5.2% | Added |
| Maxele Advisors, LLC | 5,175 | $434.3K | 0.37% | +9+0.2% | Added |
| Tranquility Partners, LLC | 5,182 | $434.9K | 0.15% | −6−0.1% | Reduced |
| Abich Financial Wealth Management LLC | 5,184 | $435.1K | 0.15% | +5,184 | New |
| Accretive Wealth Partners, LLC | 5,189 | $435.5K | 0.13% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 5,192 | $435.8K | 0.21% | −1,044−16.7% | Reduced |
| Strata Wealth Advisors, LLC | 5,198 | $436.3K | 0.12% | +2,286+78.5% | Added |
| Hollow Brook Wealth Management LLC | 5,235 | $439.4K | 0.10% | +829+18.8% | Added |
| Crescent Sterling, Ltd. | 5,251 | $440.7K | 0.46% | −565−9.7% | Reduced |
| Heritage Financial Services, LLC | 5,257 | $441.2K | 0.04% | −4,241−44.7% | Reduced |
| OneAscent Wealth Management LLC | 5,261 | $441.6K | 0.15% | +62+1.2% | Added |
| Omnia Family Wealth, LLC | 5,218 | $442.2K | 0.14% | +1,012+24.1% | Added |
| Stenger Family Office, LLC | 5,026 | $442.3K | 0.09% | −43,652−89.7% | Reduced |
| SeaBridge Investment Advisors LLC | 5,280 | $443.2K | 0.07% | 00.0% | Unchanged |
| St. Nicholas Private Asset Management, Inc | 5,281 | $443.2K | 0.38% | 00.0% | Unchanged |
| First National Bank | 5,284 | $443.5K | 0.24% | +175+3.4% | Added |
| American Alpha Advisors, LLC | 5,286 | $443.7K | 0.32% | −305−5.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 5,247 | $444.6K | 0.11% | −119−2.2% | Reduced |
| Emprise Bank | 5,306 | $445.3K | 0.19% | −166−3.0% | Reduced |
| O'Brien Wealth Partners LLC | 5,320 | $446.5K | 0.06% | +3,190+149.8% | Added |
| Rahlfs Capital, LLC | 5,325 | $446.9K | 0.35% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 5,269 | $446.9K | 0.35% | −1,786−25.3% | Reduced |