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 |
|---|---|---|---|---|---|
| Summit Financial Strategies, Inc. | 6,074 | $639.4K | 0.05% | +377+6.6% | Added |
| Mill Creek Capital Advisors, LLC | 6,075 | $639.5K | 0.01% | −2,713−30.9% | Reduced |
| IFG Advisors, LLC | 6,078 | $639.7K | 0.11% | −505−7.7% | Reduced |
| Brady Family Wealth, LLC | 6,081 | $640.1K | 0.20% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 6,087 | $640.7K | 0.08% | −303−4.7% | Reduced |
| Boyar Asset Management Inc. | 6,089 | $641.0K | 0.41% | +1,192+24.3% | Added |
| Northstar Asset Management LLC | 6,130 | $645.2K | 0.14% | 00.0% | Unchanged |
| Bath Savings Trust Co | 6,133 | $645.6K | 0.06% | +1,980+47.7% | Added |
| Legacy Trust | 6,136 | $645.9K | 0.12% | +90+1.5% | Added |
| Litman Gregory Asset Management LLC | 6,149 | $647.2K | 0.05% | 00.0% | Unchanged |
| Maseco LLP | 6,151 | $647.6K | 0.03% | +138+2.3% | Added |
| McIlrath & Eck, LLC | 6,192 | $651.7K | 0.06% | +152+2.5% | Added |
| Floyd Financial Group LLC | 5,339 | $652.7K | 0.44% | +41+0.8% | Added |
| Dempze Nancy E | 6,205 | $653.1K | 0.34% | +525+9.2% | Added |
| Gray Private Wealth, LLC | 6,208 | $653.5K | 0.32% | −1,894−23.4% | Reduced |
| Riversedge Advisors, LLC | 6,212 | $653.9K | 0.11% | +373+6.4% | Added |
| Certified Advisory Corp | 6,220 | $654.7K | 0.06% | −112−1.8% | Reduced |
| Weaver Capital Management LLC | 6,222 | $654.9K | 0.14% | −4,833−43.7% | Reduced |
| Mirador Capital Partners LP | 6,225 | $655.2K | 0.09% | −273−4.2% | Reduced |
| MFA Wealth Services | 6,226 | $655.4K | 0.44% | +525+9.2% | Added |
| Claris Financial LLC | 6,229 | $655.7K | 0.35% | −338−5.1% | Reduced |
| LOM Asset Management Ltd | 6,263 | $659.2K | 0.19% | +50+0.8% | Added |
| St. Clair Advisors, LLC | 6,268 | $659.8K | 0.17% | +400+6.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 6,271 | $660.2K | 0.02% | +273+4.6% | Added |
| Addison Advisors LLC | 6,276 | $660.6K | 0.15% | −73−1.1% | Reduced |
| Caliber Wealth Management, LLC | 6,278 | $660.8K | 0.07% | −1,379−18.0% | Reduced |
| Chancellor Financial Group WB LP | 6,282 | $661.3K | 0.45% | +6+0.1% | Added |
| CrossGen Wealth, LLC | 6,290 | $662.1K | 0.58% | +6,290 | New |
| Meramec Financial Planners, LLC | 5,437 | $662.9K | 0.26% | +5,437 | New |
| Retirement Planning Group | 6,323 | $665.6K | 0.02% | +1,191+23.2% | Added |
| Beacon Financial Group | 6,350 | $668.4K | 0.07% | −24−0.4% | Reduced |
| Eurizon SLJ Capital Ltd | 6,355 | $668.9K | 0.27% | +6,355 | New |
| First Western Trust Bank | 6,373 | $670.8K | 0.03% | 00.0% | Unchanged |
| First Growth Capital LLC | 5,631 | $671.9K | 0.60% | +5,631 | New |
| Cardinal Point Capital Management, ULC | 6,390 | $672.6K | 0.04% | −150−2.3% | Reduced |
| Investment Management Corp | 6,393 | $673.0K | 0.56% | +6,393 | New |
| Sentry Investment Management LLC | 6,394 | $673.0K | 0.44% | 00.0% | Unchanged |
| Bank of Stockton | 6,402 | $673.9K | 0.19% | +110+1.7% | Added |
| Insight 2811, Inc. | 6,410 | $674.7K | 0.30% | −123−1.9% | Reduced |
| Third View Private Wealth, LLC | 6,419 | $675.7K | 0.09% | +6,419 | New |
| Wellspring Financial Advisors, LLC | 19,780 | $677.5K | 0.05% | +4,612+30.4% | Added |
| Summit Asset Management, LLC | 6,441 | $678.0K | 0.10% | +73+1.1% | Added |
| Financial Planning Hawaii, Inc. | 6,446 | $678.5K | 0.39% | +6,446 | New |
| Sagewood Asset Management LP | 6,447 | $678.6K | 0.24% | +6,447 | New |
| Core Wealth Partners LLC | 6,458 | $679.8K | 0.31% | −567−8.1% | Reduced |
| Tevis Investment Management | 8,026 | $680.1K | 0.41% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 6,463 | $680.3K | 0.03% | +583+9.9% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,464 | $680.4K | 0.20% | +2,199+51.6% | Added |
| Aspire Growth Partners LLC | 6,478 | $681.9K | 0.47% | −255−3.8% | Reduced |
| Hardy Reed LLC | 6,485 | $682.6K | 0.05% | −22−0.3% | Reduced |
| Pring Turner Capital Group Inc | 6,485 | $682.6K | 0.42% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 6,487 | $682.8K | 0.11% | −159−2.4% | Reduced |
| Semus Wealth Partners LLC | 6,510 | $685.2K | 0.37% | +55+0.9% | Added |
| Old Second National Bank of Aurora | 6,522 | $686.5K | 0.14% | −94−1.4% | Reduced |
| SOA Wealth Advisors, LLC. | 6,527 | $687.0K | 0.12% | −1,020−13.5% | Reduced |
| Arista Wealth Management, LLC | 6,530 | $687.3K | 0.08% | −4,176−39.0% | Reduced |
| Prota Financial, LLC | 6,534 | $687.8K | 0.50% | +6,534 | New |
| Cooper Financial Group | 6,540 | $688.4K | 0.07% | +649+11.0% | Added |
| Cove Private Wealth, LLC | 6,541 | $688.5K | 0.21% | +844+14.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,550 | $689.0K | 0.01% | +4,020+158.9% | Added |
| Nicolet Bankshares Inc | 6,564 | $690.9K | 0.11% | +35+0.5% | Added |
| Balboa Wealth Partners | 6,564 | $691.0K | 0.11% | +2,119+47.7% | Added |
| Granite Investment Partners, LLC | 6,590 | $693.7K | 0.04% | −135−2.0% | Reduced |
| Curtis Advisory Group, LLC | 6,600 | $694.7K | 0.15% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 6,616 | $696.5K | 0.13% | +103+1.6% | Added |
| Planned Solutions, Inc. | 6,636 | $698.5K | 0.23% | +796+13.6% | Added |
| Wingate Wealth Advisors, Inc. | 6,677 | $702.8K | 0.39% | +1,599+31.5% | Added |
| BCS Private Wealth Management, Inc. | 6,642 | $704.8K | 0.24% | +1,675+33.7% | Added |
| Carl P. Sherr & Co., LLC | 6,397 | $705.5K | 0.31% | +1,500+30.6% | Added |
| Investment Research Partners LLC | 6,710 | $706.3K | 0.30% | +596+9.7% | Added |
| Bigelow Investment Advisors, LLC | 6,714 | $706.7K | 0.28% | −408−5.7% | Reduced |
| Phillips Wealth Planners LLC | 6,362 | $706.9K | 0.57% | +2,177+52.0% | Added |
| Wrapmanager Inc | 6,720 | $707.4K | 0.24% | −526−7.3% | Reduced |
| Asset Management Group, Inc. | 6,724 | $707.8K | 0.11% | −156−2.3% | Reduced |
| Old Port Advisors | 6,768 | $712.4K | 0.18% | −35−0.5% | Reduced |
| Ignite Planners, LLC | 6,462 | $712.6K | 0.11% | +594+10.1% | Added |
| Asset One Wealth Management LLC | 6,294 | $713.5K | 0.10% | +6,294 | New |
| Promethium Advisors,llc | 6,728 | $713.9K | 0.38% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 6,745 | $715.7K | 0.24% | +170+2.6% | Added |
| TritonPoint Partners, LLC | 6,746 | $715.8K | 0.38% | +6,746 | New |
| Agate Pass Investment Management, LLC | 6,800 | $715.8K | 0.27% | −40−0.6% | Reduced |
| Facet Wealth, Inc. | 6,708 | $717.1K | 0.01% | +742+12.4% | Added |
| Tower Wealth Partners, Inc. | 6,815 | $717.3K | 0.39% | +935+15.9% | Added |
| one8zero8, LLC | 6,819 | $717.8K | 0.16% | +529+8.4% | Added |
| Tiemann Investment Advisors, LLC | 6,824 | $718.3K | 0.28% | −425−5.9% | Reduced |
| Campbell Deegan Wealth Management, LLC | 6,831 | $719.1K | 0.58% | +1,325+24.1% | Added |
| Ridgecrest Wealth Partners, LLC | 6,838 | $719.8K | 0.39% | −3,478−33.7% | Reduced |
| Sendero Wealth Management, LLC | 6,845 | $720.5K | 0.08% | −63−0.9% | Reduced |
| Tempus Wealth Planning, LLC | 6,873 | $723.4K | 0.17% | +754+12.3% | Added |
| Key Client Fiduciary Advisors, LLC | 6,873 | $723.5K | 0.25% | −306−4.3% | Reduced |
| Pictet North America Advisors SA | 6,875 | $723.7K | 0.07% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 6,877 | $723.9K | 0.17% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 6,886 | $724.8K | 0.04% | −1,129−14.1% | Reduced |
| Stokes Family Office, LLC | 6,896 | $725.8K | 0.07% | −582−7.8% | Reduced |
| Yarger Wealth Strategies, LLC | 6,906 | $727.0K | 0.31% | −138−2.0% | Reduced |
| Invenio Wealth Partners LLC | 6,910 | $727.3K | 0.27% | −318−4.4% | Reduced |
| Traub Capital Management LLC | 6,920 | $728.4K | 0.70% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 6,925 | $729.0K | 0.08% | +4+0.1% | Added |
| Successful Portfolios LLC | 6,599 | $729.4K | 0.37% | −10.0% | Reduced |
| Cox Capital Mgt LLC | 6,755 | $731.3K | 0.45% | −10.0% | Reduced |