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 |
|---|---|---|---|---|---|
| MEMBERS Trust Co | 5,416 | $570.1K | 0.02% | −252−4.4% | Reduced |
| Worthington Financial Partners, LLC | 5,416 | $570.1K | 0.50% | +5,416 | New |
| Penobscot Wealth Management | 5,425 | $571.1K | 0.18% | +8+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 5,415 | $572.0K | 0.18% | +21+0.4% | Added |
| Garner Asset Management Corp | 5,439 | $572.6K | 0.22% | −490−8.3% | Reduced |
| Strathmore Capital Advisors, Inc. | 5,447 | $573.4K | 0.19% | −128−2.3% | Reduced |
| Heritage Financial Services, LLC | 5,450 | $573.7K | 0.05% | +193+3.7% | Added |
| Woodward Financial Advisors, Inc. | 5,455 | $574.2K | 0.22% | −2,676−32.9% | Reduced |
| Davidson Trust Co | 5,458 | $574.5K | 0.24% | −1,512−21.7% | Reduced |
| Cambridge Financial Group, LLC | 5,722 | $575.4K | 0.20% | +1,770+44.8% | Added |
| Worth Asset Management, LLC | 5,497 | $578.6K | 0.25% | +5,497 | New |
| Henshaw Capital LLC | 5,500 | $578.9K | 0.02% | 00.0% | Unchanged |
| Green Ridge Wealth Planning LLC | 5,505 | $579.5K | 0.30% | +5,505 | New |
| Michael B. Yongue | 5,522 | $581.2K | 0.40% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5,525 | $581.5K | 0.12% | +1,081+24.3% | Added |
| Hill Investment Group Partners, LLC | 5,530 | $582.1K | 0.07% | +6+0.1% | Added |
| Granite Harbor Advisors, Inc. | 5,537 | $582.8K | 0.25% | +469+9.3% | Added |
| Beverly Hills Private Wealth, LLC | 5,552 | $584.4K | 0.10% | −170−3.0% | Reduced |
| Sound Income Strategies, LLC | 5,372 | $584.7K | 0.03% | +235+4.6% | Added |
| Congress Park Capital LLC | 5,560 | $585.2K | 0.17% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 5,568 | $586.0K | 0.39% | −16,618−74.9% | Reduced |
| Range Financial Group LLC | 5,576 | $586.9K | 0.20% | +236+4.4% | Added |
| Fox Run Management, L.L.C. | 5,584 | $587.8K | 0.09% | +5,584 | New |
| Ironwood Financial, llc | 5,395 | $589.1K | 0.10% | −162−2.9% | Reduced |
| Trail Ridge Investment Advisors, LLC | 5,600 | $589.5K | 0.25% | −8−0.1% | Reduced |
| Shayne & Co., LLC | 5,611 | $590.6K | 0.18% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 5,628 | $592.4K | 0.17% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 5,643 | $594.0K | 0.28% | +1,900+50.8% | Added |
| Boothbay Fund Management, LLC | 5,646 | $594.3K | 0.02% | −13,923−71.1% | Reduced |
| Westover Capital Advisors, LLC | 5,650 | $594.8K | 0.11% | +5,650 | New |
| Strategic Wealth Advisors LLC | 5,655 | $595.0K | 0.51% | +5,655 | New |
| EJMK Ventures LLC | 5,667 | $596.5K | 0.37% | +5,667 | New |
| Atticus Wealth Management, LLC | 5,673 | $597.2K | 0.15% | +26+0.5% | Added |
| Cynosure Management, LLC | 5,683 | $598.2K | 0.06% | −76−1.3% | Reduced |
| K2 Principal Fund, L.P. | 5,684 | $598.3K | 0.06% | 00.0% | Unchanged |
| Boltwood Capital Management | 5,693 | $599.2K | 0.16% | −60−1.0% | Reduced |
| Second Line Capital, LLC | 5,650 | $599.6K | 0.12% | −99−1.7% | Reduced |
| PCG Asset Management, LLC | 5,647 | $600.0K | 0.48% | −200−3.4% | Reduced |
| Lionshead Wealth Management, LLC | 5,704 | $600.4K | 0.45% | +93+1.7% | Added |
| Westwood Wealth Management | 5,704 | $600.4K | 0.45% | +5,704 | New |
| Bangor Savings Bank | 5,709 | $600.9K | 0.05% | −79−1.4% | Reduced |
| Eagle Bay Advisors LLC | 5,665 | $601.2K | 0.44% | +396+7.5% | Added |
| Townsend Asset Management Corp | 5,712 | $601.3K | 0.21% | −123−2.1% | Reduced |
| Demars Financial Group, LLC | 5,713 | $601.3K | 0.20% | −130−2.2% | Reduced |
| Trifecta Capital Advisors, LLC | 5,723 | $602.4K | 0.09% | −92−1.6% | Reduced |
| Phoenix Wealth Advisors | 5,724 | $602.5K | 0.23% | −96−1.6% | Reduced |
| Cohen Investment Advisors LLC | 5,731 | $603.2K | 0.28% | −47−0.8% | Reduced |
| Foundation Wealth Management, LLC | 5,739 | $604.1K | 0.22% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5,740 | $604.2K | 0.05% | +45+0.8% | Added |
| Farmers Trust Co | 5,760 | $606.3K | 0.10% | −21−0.4% | Reduced |
| First Heartland Consultants, Inc. | 5,764 | $606.8K | 0.05% | +3+0.1% | Added |
| Delta Investment Management, LLC | 5,765 | $606.8K | 0.11% | +20.0% | Added |
| Asset Advisory Group, Inc. | 5,766 | $606.8K | 0.30% | +5,766 | New |
| Quantum Financial Advisors, LLC | 5,777 | $608.1K | 0.07% | +1,916+49.6% | Added |
| HHM Wealth Advisors, LLC | 5,788 | $609.2K | 0.07% | −686−10.6% | Reduced |
| TFR Capital, LLC. | 5,794 | $609.9K | 0.20% | +17+0.3% | Added |
| Holistic Planning, LLC | 5,804 | $610.9K | 0.13% | −1,281−18.1% | Reduced |
| Lazari Capital Management, Inc. | 5,806 | $611.1K | 0.21% | +784+15.6% | Added |
| Ifrah Financial Services, Inc. | 5,809 | $611.4K | 0.16% | −111−1.9% | Reduced |
| Nadler Financial Group, Inc. | 5,810 | $611.6K | 0.06% | −95−1.6% | Reduced |
| ORG Partners LLC | 5,822 | $612.9K | 0.11% | +87+1.5% | Added |
| Triad Wealth Partners, LLC | 5,835 | $614.2K | 0.06% | +1,068+22.4% | Added |
| Terry L. Blaker | 5,839 | $614.6K | 0.02% | +420+7.8% | Added |
| American Capital Advisory, LLC | 5,839 | $614.6K | 0.27% | −177−2.9% | Reduced |
| Cfo Capital Management LLC | 5,844 | $615.1K | 0.46% | +5,844 | New |
| Beddow Capital Management Inc | 5,850 | $616.0K | 0.23% | −1,075−15.5% | Reduced |
| Lathrop Investment Management Corp | 5,866 | $617.0K | 0.11% | +53+0.9% | Added |
| WealthShield Partners, LLC | 5,867 | $617.6K | 0.07% | +1,360+30.2% | Added |
| MKT Advisors LLC | 5,754 | $618.2K | 0.21% | +39+0.7% | Added |
| Roxbury Financial LLC | 5,875 | $618.4K | 0.55% | −298−4.8% | Reduced |
| New Covenant Trust Company, N.A. | 5,814 | $618.9K | 0.56% | +48+0.8% | Added |
| Select Asset Management & Trust | 5,876 | $619.0K | 0.19% | 00.0% | Unchanged |
| Channel Wealth LLC | 5,883 | $619.3K | 0.16% | −241−3.9% | Reduced |
| Canton Hathaway, LLC | 5,898 | $620.8K | 0.12% | 00.0% | Unchanged |
| KDT Advisors, LLC | 5,926 | $623.8K | 0.87% | 00.0% | Unchanged |
| Congress Asset Management Co | 5,936 | $624.8K | 0.00% | −450−7.0% | Reduced |
| Hamilton Capital, LLC | 5,936 | $624.8K | 0.03% | +5,936 | New |
| Ocean Capital Management, LLC | 5,949 | $626.2K | 0.12% | +33+0.6% | Added |
| Southern Capital Advisors, LLC | 5,953 | $626.6K | 0.29% | −76−1.3% | Reduced |
| Cottonwood Capital Advisors, LLC | 5,954 | $626.7K | 0.45% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 5,963 | $627.7K | 0.27% | −426−6.7% | Reduced |
| Beto Financial Group, LLC | 5,537 | $627.7K | 0.42% | +5,537 | New |
| Aspen Investment Management Inc | 5,969 | $628.0K | 0.19% | +5,969 | New |
| Cohen Capital Management, Inc. | 5,967 | $628.1K | 0.09% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,929 | $628.4K | 0.05% | +9+0.2% | Added |
| Sterling Capital Management LLC | 5,970 | $628.4K | 0.01% | −3,648−37.9% | Reduced |
| Alpha Family Trust | 5,975 | $628.9K | 0.29% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 5,977 | $629.1K | 0.29% | +570+10.5% | Added |
| Atlas Capital Advisors LLC | 5,992 | $630.7K | 0.07% | +5,992 | New |
| First Bank & Trust | 6,002 | $631.8K | 0.10% | +6,002 | New |
| Cambria Investment Management, L.P. | 6,024 | $634.1K | 0.04% | +6,024 | New |
| Cary Street Partner Investment Advisory LLC | 6,027 | $634.4K | 0.17% | +1,044+21.0% | Added |
| Mattern Wealth Management LLC | 6,033 | $635.1K | 0.12% | +100+1.7% | Added |
| SHP Wealth Management | 6,037 | $635.7K | 0.05% | +6,037 | New |
| Shum Financial Group, Inc. | 6,041 | $635.8K | 0.46% | −42−0.7% | Reduced |
| Retirement Income Solutions, Inc | 6,047 | $636.5K | 0.11% | −780−11.4% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,059 | $637.0K | 0.17% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 6,052 | $637.0K | 0.40% | +766+14.5% | Added |
| Sutton Place Investors LLC | 6,054 | $637.2K | 0.35% | +728+13.7% | Added |
| Acorn Wealth Advisors, LLC | 6,071 | $639.1K | 0.19% | −222−3.5% | Reduced |