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 | 3,812 | $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 | 3,501 | $221.8B |
| Q2 2024 | 3,557 | $242.3B |
| Q1 2024 | 3,546 | $256.9B |
| Q4 2023 | 3,443 | $211.6B |
| Q3 2023 | 3,221 | $197.7B |
| Q2 2023 | 3,261 | $222.8B |
| Q1 2023 | 3,187 | $205.1B |
| Q4 2022 | 3,243 | $212.2B |
| Q3 2022 | 2,996 | $162.7B |
| Q2 2022 | 3,019 | $171.5B |
| Q1 2022 | 2,961 | $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 |
|---|---|---|---|---|---|
| Crumly & Associates Inc. | 6,951 | $731.6K | 0.15% | −2,491−26.4% | Reduced |
| Ellenbecker Investment Group | 6,953 | $731.9K | 0.10% | −15−0.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 6,957 | $732.3K | 0.14% | +600+9.4% | Added |
| TCFG Wealth Management, LLC | 6,967 | $733.3K | 0.29% | +10.0% | Added |
| Arrow Financial Corp | 6,995 | $736.3K | 0.07% | +10+0.1% | Added |
| Focused Wealth Management, Inc | 6,997 | $736.5K | 0.08% | −412−5.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 7,003 | $737.1K | 0.21% | −122−1.7% | Reduced |
| Ashton Thomas Securities, LLC | 7,029 | $739.9K | 0.14% | +45+0.6% | Added |
| Washington Capital Management Inc | 7,033 | $740.3K | 0.60% | −2,000−22.1% | Reduced |
| Alliance Private Wealth, LLC | 6,400 | $741.4K | 0.26% | +6,400 | New |
| Resolute Wealth Strategies, LLC | 7,045 | $741.5K | 0.33% | +897+14.6% | Added |
| Peoples Bank | 7,045 | $741.6K | 0.46% | −690−8.9% | Reduced |
| Samalin Investment Counsel, LLC | 7,048 | $741.9K | 0.26% | +78+1.1% | Added |
| PKS Advisory Services, LLC | 7,052 | $742.3K | 0.17% | +1,214+20.8% | Added |
| Cetera Trust Company, N.A | 7,054 | $742.5K | 0.40% | 00.0% | Unchanged |
| Crews Bank & Trust | 7,093 | $746.6K | 0.11% | −818−10.3% | Reduced |
| Lebenthal Global Advisors, LLC | 7,093 | $746.7K | 0.12% | −347−4.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 7,099 | $747.2K | 0.10% | +7,099 | New |
| Sunbeam Capital Management, LLC | 7,099 | $747.3K | 0.44% | +94+1.3% | Added |
| Hemenway Trust Co LLC | 7,100 | $747.3K | 0.06% | −605−7.9% | Reduced |
| Wellington Shields Capital Management, LLC | 7,103 | $747.7K | 0.11% | −332−4.5% | Reduced |
| Monticello Wealth Management, LLC | 7,094 | $748.9K | 0.05% | +1,191+20.2% | Added |
| Golden State Wealth Management, LLC | 7,124 | $749.9K | 0.08% | +9+0.1% | Added |
| LifePlan Financial, LLC | 7,136 | $751.1K | 0.58% | +43+0.6% | Added |
| Certior Financial Group, LLC | 7,143 | $751.9K | 0.51% | +381+5.6% | Added |
| Cercano Management LLC | 7,156 | $753.2K | 0.03% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 7,156 | $753.3K | 0.06% | −814−10.2% | Reduced |
| Pines Wealth Management, LLC | 7,168 | $754.5K | 0.24% | +57+0.8% | Added |
| Advisory Alpha, LLC | 7,170 | $754.9K | 0.02% | +1,087+17.9% | Added |
| Aft, Forsyth & Company, Inc. | 7,174 | $755.1K | 0.33% | −375−5.0% | Reduced |
| Signature Wealth Management Partners, LLC | 7,179 | $755.6K | 0.37% | +10.0% | Added |
| Bogart Wealth, LLC | 7,180 | $755.7K | 0.03% | +1,002+16.2% | Added |
| Ambassador Advisors, LLC | 7,193 | $757.1K | 0.11% | −406−5.3% | Reduced |
| Wealth Preservation Advisors, LLC | 7,193 | $757.1K | 0.38% | −221−3.0% | Reduced |
| TRUE Private Wealth Advisors | 7,194 | $757.2K | 0.08% | −223−3.0% | Reduced |
| Greenspring Advisors, LLC | 7,195 | $757.3K | 0.05% | +7,195 | New |
| Thayer Partners, LLC | 7,197 | $757.6K | 0.37% | +7,197 | New |
| Pinnacle Bancorp, Inc. | 7,199 | $757.8K | 0.22% | 00.0% | Unchanged |
| Financial Harvest, LLC | 7,203 | $758.2K | 0.47% | +740+11.4% | Added |
| Investment Advisory Services Inc | 7,226 | $760.6K | 0.24% | +14+0.2% | Added |
| Neumann Capital Management, LLC | 7,227 | $760.7K | 0.22% | +442+6.5% | Added |
| Allegiance Financial Group Advisory Services LLC | 7,231 | $761.1K | 0.16% | +1,004+16.1% | Added |
| Morton Capital Management LLC | 7,237 | $761.8K | 0.12% | +192+2.7% | Added |
| Fort Point Capital Partners LLC | 6,865 | $761.8K | 0.09% | +880+14.7% | Added |
| Tradewinds, LLC. | 7,263 | $764.5K | 0.18% | −176−2.4% | Reduced |
| Grace & White Inc | 7,267 | $764.9K | 0.14% | 00.0% | Unchanged |
| Sunpointe, LLC | 7,227 | $766.8K | 0.25% | +1,276+21.4% | Added |
| Appleton Partners Inc | 7,296 | $768.0K | 0.05% | −216−2.9% | Reduced |
| Systematic Financial Management LP | 7,300 | $768.4K | 0.02% | 00.0% | Unchanged |
| Auto-Owners Insurance Co | 7,300 | $768.4K | 0.02% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,310 | $769.4K | 0.05% | +656+9.9% | Added |
| Centennial Bank | 7,312 | $769.7K | 0.31% | 00.0% | Unchanged |
| US Asset Management LLC | 7,316 | $770.1K | 0.63% | −67−0.9% | Reduced |
| Yoffe Investment Management, LLC | 7,341 | $772.7K | 0.99% | +30.0% | Added |
| Greenfield Savings Bank | 7,346 | $773.2K | 0.33% | −490−6.3% | Reduced |
| Octavia Wealth Advisors, LLC | 7,301 | $773.5K | 0.07% | +1,300+21.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,357 | $774.4K | 0.03% | −426−5.5% | Reduced |
| Fiduciary Financial Group, LLC | 7,382 | $777.0K | 0.11% | +133+1.8% | Added |
| Brindle & Bay Financial Advisors, LLC | 7,391 | $778.0K | 0.52% | +7,391 | New |
| Cross Staff Investments Inc | 7,397 | $778.6K | 0.48% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 7,396 | $779.0K | 0.53% | −59−0.8% | Reduced |
| Knightsbridge Asset Management, LLC | 7,416 | $780.6K | 0.13% | +2,956+66.3% | Added |
| Onefund, LLC | 7,419 | $780.9K | 0.47% | +371+5.3% | Added |
| Curat Global, LLC | 7,427 | $781.8K | 0.87% | −4,760−39.1% | Reduced |
| Whalen Wealth Management Inc. | 7,429 | $782.0K | 0.42% | +7,429 | New |
| Ariadne Wealth Management, LP | 6,572 | $783.6K | 0.32% | +273+4.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 7,414 | $786.7K | 0.24% | +664+9.8% | Added |
| G&S Capital LLC | 7,486 | $787.9K | 0.28% | −135−1.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 7,510 | $790.5K | 0.05% | +348+4.9% | Added |
| Seven Mile Advisory | 7,512 | $790.7K | 0.14% | +817+12.2% | Added |
| Commonwealth Financial Services, LLC | 7,514 | $790.9K | 0.13% | +1,062+16.5% | Added |
| Income Insurance Ltd | 7,530 | $792.6K | 0.51% | +7,530 | New |
| Capstone Capital Management Ltd | 7,535 | $793.1K | 0.76% | +7,535 | New |
| Red Wave Investments LLC | 7,536 | $793.2K | 0.24% | −42−0.6% | Reduced |
| Cromwell Holdings LLC | 7,482 | $793.9K | 0.43% | +913+13.9% | Added |
| Trueblood Wealth Management, LLC | 7,543 | $794.0K | 0.31% | −452−5.7% | Reduced |
| Port Capital LLC | 7,583 | $798.2K | 0.03% | −162−2.1% | Reduced |
| Ami Asset Management Corp | 7,589 | $798.8K | 0.05% | −344−4.3% | Reduced |
| 17 Capital Partners, LLC | 7,604 | $800.4K | 0.42% | −31−0.4% | Reduced |
| Schnieders Capital Management, LLC. | 7,626 | $802.8K | 0.13% | +500+7.0% | Added |
| M.E. Allison & Co., Inc. | 7,643 | $804.5K | 0.55% | 00.0% | Unchanged |
| Willner & Heller, LLC | 7,654 | $805.6K | 0.58% | −68−0.9% | Reduced |
| Alongside, LLC | 7,661 | $806.4K | 0.27% | +7,661 | New |
| RFP Financial Group LLC | 7,684 | $808.8K | 0.39% | −179−2.3% | Reduced |
| Kaufman Rossin Wealth, LLC | 7,704 | $810.9K | 0.42% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 7,314 | $811.6K | 0.07% | 00.0% | Unchanged |
| Edgewood Management LLC | 7,718 | $812.4K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 7,722 | $812.8K | 0.16% | −1,233−13.8% | Reduced |
| Prepared Retirement Institute LLC | 7,769 | $817.8K | 0.41% | −70−0.9% | Reduced |
| Cambridge Advisors Inc. | 7,784 | $819.4K | 0.16% | −286−3.5% | Reduced |
| Rexford Capital Inc | 7,799 | $820.9K | 0.62% | +100+1.3% | Added |
| Howard Financial Services, Ltd. | 7,807 | $821.8K | 0.10% | +700+9.8% | Added |
| Northwest Wealth Management, LLC | 7,815 | $822.6K | 0.13% | +2,230+39.9% | Added |
| Stonebridge Financial Group, LLC | 7,823 | $823.4K | 0.07% | +225+3.0% | Added |
| Main Street Research LLC | 7,784 | $826.0K | 0.05% | −1,486−16.0% | Reduced |
| Glen Eagle Advisors, LLC | 7,866 | $827.9K | 0.11% | −265−3.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 7,867 | $828.1K | 0.18% | −238−2.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 7,872 | $828.6K | 0.02% | −424−5.1% | Reduced |
| King Wealth | 7,895 | $831.0K | 0.10% | +121+1.6% | Added |
| Barlow Wealth Partners, Inc. | 7,540 | $833.4K | 0.09% | −85−1.1% | Reduced |