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, Q4 2025
Institutional positions in Merck & Co., Inc. as of Dec 31, 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
- 3,674
- +428 vs. Q3 2025
- Shares held
- 1.96B
- +60.6M (+3.2%) vs. Q3 2025
- Total value
- $206.6B
- +$47.2B (+29.6%) vs. Q3 2025
- New holders
- 555
- 1,379 more added
- Sold out
- 127
- 1,404 more reduced
73 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Syntax Research, Inc. | 4,816 | $506.9K | 0.31% | +9+0.2% | Added |
| Paragon Capital Management Ltd | 4,837 | $509.2K | 0.10% | +12+0.2% | Added |
| Evergreen Wealth Solutions, LLC | 4,845 | $510.0K | 0.07% | +373+8.3% | Added |
| CWC Advisors, LLC. | 4,847 | $510.2K | 0.25% | −176−3.5% | Reduced |
| BOS Asset Management, LLC | 4,851 | $510.6K | 0.14% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,851 | $510.7K | 0.02% | −6,795−58.3% | Reduced |
| SOL Capital Management CO | 4,858 | $511.0K | 0.05% | +88+1.8% | Added |
| MWA Asset Management | 4,866 | $512.2K | 0.29% | −118−2.4% | Reduced |
| Cora Capital Advisors LLC | 4,874 | $513.0K | 0.20% | +241+5.2% | Added |
| Novak & Powell Financial Services, Inc. | 4,874 | $513.0K | 0.27% | −61−1.2% | Reduced |
| TSG Advice Partners, LLC | 4,875 | $513.1K | 0.08% | +4,875 | New |
| Plan A Wealth LLC | 4,875 | $513.1K | 0.25% | −44−0.9% | Reduced |
| Rosenberg Matthew Hamilton | 4,883 | $514.0K | 0.11% | −110−2.2% | Reduced |
| Fairscale Capital, LLC | 4,863 | $515.2K | 0.34% | +869+21.8% | Added |
| White Lighthouse Investment Management Inc. | 4,899 | $515.7K | 0.07% | +482+10.9% | Added |
| Sigma Investment Counselors Inc | 4,908 | $516.6K | 0.03% | +10+0.2% | Added |
| Embree Financial Group | 4,917 | $517.5K | 0.06% | −532−9.8% | Reduced |
| Mathes Company, Inc. | 4,925 | $518.0K | 0.18% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 4,712 | $519.5K | 0.09% | +3+0.1% | Added |
| Foster Group, Inc. | 4,936 | $519.5K | 0.02% | +598+13.8% | Added |
| Expressive Wealth LLC | 4,949 | $520.9K | 0.56% | +4,949 | New |
| S.A. Mason LLC | 4,951 | $521.1K | 0.21% | −10−0.2% | Reduced |
| Arsenal Capital Advisors LLC | 4,915 | $521.6K | 0.37% | +4,915 | New |
| Summit Wealth Group LLC | 4,956 | $521.7K | 0.07% | −9,275−65.2% | Reduced |
| Virtue Capital Management, LLC | 4,902 | $521.8K | 0.08% | −18,800−79.3% | Reduced |
| Indiana Trust & Investment Management CO | 4,959 | $522.0K | 0.15% | −475−8.7% | Reduced |
| Oxford Financial Group Ltd | 4,959 | $522.0K | 0.03% | −202−3.9% | Reduced |
| Braeburn Wealth Management LLC | 4,959 | $522.0K | 0.27% | +4,959 | New |
| Revolve Wealth Partners, LLC | 4,964 | $522.5K | 0.06% | +227+4.8% | Added |
| Womack Financial LLC | 4,969 | $523.0K | 0.39% | +1,121+29.1% | Added |
| Wedge Capital Management L L P | 4,972 | $523.4K | 0.01% | +197+4.1% | Added |
| Snowwater Investment Partners, LLC | 4,934 | $523.5K | 0.48% | +4,934 | New |
| Galvin, Gaustad & Stein, LLC | 4,976 | $523.7K | 0.04% | +1,414+39.7% | Added |
| Laurel Wealth Advisors LLC | 4,984 | $524.6K | 0.07% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 5,000 | $526.3K | 0.73% | +5,000 | New |
| Pavaki Capital Management LLC | 5,000 | $526.3K | 0.37% | +5,000 | New |
| Marex Group plc | 5,008 | $527.1K | 0.01% | −18,283−78.5% | Reduced |
| Accel Wealth Management | 5,016 | $528.0K | 0.14% | −156−3.0% | Reduced |
| PeakShares LLC | 5,018 | $528.2K | 0.52% | +5,018 | New |
| Stenger Family Office, LLC | 5,019 | $528.3K | 0.11% | −7−0.1% | Reduced |
| Investment Partners, Ltd. | 5,021 | $528.5K | 0.18% | +103+2.1% | Added |
| Prelude Capital Management, LLC | 5,023 | $528.7K | 0.04% | −5,515−52.3% | Reduced |
| Vivaldi Capital Management, LLC | 5,025 | $528.9K | 0.07% | +24+0.5% | Added |
| Element Wealth, LLC | 5,041 | $530.6K | 0.22% | +5+0.1% | Added |
| Summitry LLC | 5,061 | $532.7K | 0.02% | +472+10.3% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 5,063 | $532.9K | 0.44% | −75−1.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,068 | $533.5K | 0.04% | +1,766+53.5% | Added |
| Liberty Capital Management, Inc. | 5,069 | $533.6K | 0.10% | −340−6.3% | Reduced |
| Financial Enhancement Group LLC | 4,810 | $534.4K | 0.07% | −132−2.7% | Reduced |
| Warwick Investment Management, Inc. | 5,078 | $534.5K | 0.08% | +171+3.5% | Added |
| Fca Corp | 5,085 | $535.3K | 0.15% | −61−1.2% | Reduced |
| Arcataur Capital Management LLC | 5,100 | $536.8K | 0.15% | +251+5.2% | Added |
| Lesa Sroufe & Co | 5,100 | $537.0K | 0.40% | 00.0% | Unchanged |
| Ramiah Investment Group | 5,111 | $538.0K | 0.47% | −406−7.4% | Reduced |
| Beacon Investment Advisors LLC | 5,120 | $539.0K | 0.22% | 00.0% | Unchanged |
| Carr Financial Group Corp | 5,132 | $540.2K | 0.14% | +59+1.2% | Added |
| Emprise Bank | 5,136 | $540.6K | 0.22% | −170−3.2% | Reduced |
| Topsail Wealth Management, LLC | 5,101 | $541.3K | 0.08% | +725+16.6% | Added |
| BIP Wealth, LLC | 5,146 | $541.7K | 0.02% | +572+12.5% | Added |
| Vicus Capital | 5,152 | $542.3K | 0.04% | −456−8.1% | Reduced |
| James J. Burns & Company, LLC | 5,158 | $542.9K | 0.07% | −345−6.3% | Reduced |
| NFP Retirement, Inc. | 5,162 | $543.4K | 0.03% | +114+2.3% | Added |
| Barrett & Company, Inc. | 5,164 | $543.6K | 0.18% | −1,000−16.2% | Reduced |
| FourThought Financial Partners, LLC | 5,173 | $544.5K | 0.05% | −523−9.2% | Reduced |
| Rialto Wealth Management, LLC | 5,178 | $545.0K | 0.13% | +42+0.8% | Added |
| Orrstown Financial Services Inc | 5,191 | $546.4K | 0.09% | −1,622−23.8% | Reduced |
| Lake Street Financial LLC | 5,203 | $547.7K | 0.07% | +109+2.1% | Added |
| Crescent Sterling, Ltd. | 5,215 | $549.0K | 0.56% | −36−0.7% | Reduced |
| Beta Wealth Group, Inc. | 5,219 | $549.4K | 0.22% | −996−16.0% | Reduced |
| West Branch Capital LLC | 5,223 | $549.8K | 0.14% | −15,875−75.2% | Reduced |
| Hummer Financial Advisory Services Inc | 5,189 | $550.6K | 0.39% | +73+1.4% | Added |
| Union Savings Bank | 5,238 | $551.3K | 0.24% | +5,238 | New |
| McLaughlin Asset Management, Inc. | 5,241 | $551.7K | 0.49% | +5,241 | New |
| Good Steward Wealth Advisors,LLC | 5,251 | $552.7K | 0.36% | −89−1.7% | Reduced |
| Annex Advisory Services, LLC | 5,252 | $552.9K | 0.01% | −1,448−21.6% | Reduced |
| Dividend Assets Capital, LLC | 5,256 | $553.2K | 0.11% | −1,200−18.6% | Reduced |
| Driehaus Capital Management LLC | 5,257 | $553.4K | 0.00% | +5,257 | New |
| Omnia Family Wealth, LLC | 5,218 | $553.7K | 0.16% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 5,280 | $555.8K | 0.09% | 00.0% | Unchanged |
| First National Bank | 5,284 | $556.2K | 0.30% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 5,288 | $556.6K | 0.03% | −667−11.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 5,261 | $557.4K | 0.13% | +14+0.3% | Added |
| Maxele Advisors, LLC | 5,296 | $557.4K | 0.45% | +121+2.3% | Added |
| ABLE Financial Group, LLC | 5,307 | $558.6K | 0.11% | −160−2.9% | Reduced |
| Corecam AG | 5,308 | $558.7K | 0.56% | +5,308 | New |
| Gibbs Wealth Management | 5,059 | $559.2K | 0.14% | −1,037−17.0% | Reduced |
| Bingham Private Wealth, LLC | 5,316 | $559.6K | 0.48% | +5,316 | New |
| Zevin Asset Management LLC | 5,318 | $559.8K | 0.08% | −188−3.4% | Reduced |
| Rahlfs Capital, LLC | 5,325 | $560.5K | 0.44% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 5,327 | $560.7K | 0.07% | +7+0.1% | Added |
| Ponta Wealth Partners, LLC | 5,342 | $562.3K | 0.52% | +5,342 | New |
| Lyell Wealth Management, LP | 5,355 | $563.7K | 0.04% | +370+7.4% | Added |
| Summa Corp. | 5,360 | $564.2K | 0.24% | +480+9.8% | Added |
| Baldwin Investment Management, LLC | 5,370 | $565.2K | 0.06% | −200−3.6% | Reduced |
| Steadtrust LLC | 5,371 | $565.4K | 0.35% | +20.0% | Added |
| Crew Capital Management, Ltd. | 5,391 | $567.5K | 0.36% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 5,404 | $568.8K | 0.22% | +450+9.1% | Added |
| May Hill Capital, LLC | 5,410 | $569.4K | 0.15% | +398+7.9% | Added |
| Encompass More Asset Management | 5,411 | $569.6K | 0.11% | −156−2.8% | Reduced |
| Arcus Capital Partners, LLC | 5,414 | $569.9K | 0.20% | +5,414 | New |