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
- 1,380 more added
- Sold out
- 127
- 1,403 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 | 3,502 | $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 |
|---|---|---|---|---|---|
| Cape Investment Advisory, Inc. | 936 | $98.5K | 0.03% | +435+86.8% | Added |
| Lloyd Advisory Services, LLC. | 956 | $100.7K | 0.04% | +956 | New |
| Proathlete Wealth Management LLC | 956 | $100.7K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 957 | $101.0K | 0.08% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 951 | $101.2K | 0.06% | +143+17.7% | Added |
| Sarver Vrooman Wealth Advisors | 962 | $101.3K | 0.06% | −294−23.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 969 | $102.0K | 0.15% | +245+33.8% | Added |
| Ogorek Anthony Joseph | 980 | $103.0K | 0.03% | −52−5.0% | Reduced |
| Rakuten Securities, Inc. | 985 | $103.7K | 0.03% | −1,806−64.7% | Reduced |
| Kemnay Advisory Services Inc. | 990 | $104.2K | 0.02% | +990 | New |
| Hughes Financial Services, LLC | 993 | $104.5K | 0.02% | +6+0.6% | Added |
| Cornerstone National Bank & Trust Co | 1,000 | $105.3K | 0.04% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 1,013 | $106.6K | 0.10% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,035 | $109.0K | 0.03% | −7−0.7% | Reduced |
| Strategic Advocates LLC | 1,029 | $109.1K | 0.03% | +15+1.5% | Added |
| IAG Wealth Partners, LLC | 1,038 | $109.2K | 0.01% | +3+0.3% | Added |
| Dogwood Wealth Management LLC | 1,040 | $109.5K | 0.05% | −131−11.2% | Reduced |
| Kozak & Associates, Inc. | 992 | $109.6K | 0.02% | −932−48.4% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,043 | $109.9K | 0.07% | 00.0% | Unchanged |
| Robinswood Financial LLC | 1,045 | $110.0K | 0.04% | −299−22.2% | Reduced |
| Riverview Trust Co | 1,080 | $113.7K | 0.14% | −1,145−51.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,099 | $115.6K | 0.04% | +598+119.4% | Added |
| Godfrey Financial Associates, Inc. | 1,106 | $116.4K | 0.10% | +1,106 | New |
| Creative Capital Management Investments LLC | 1,113 | $117.2K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,132 | $119.2K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,158 | $121.9K | 0.03% | +790+214.7% | Added |
| Vision Financial Markets LLC | 1,186 | $124.8K | 0.13% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 1,196 | $125.9K | 0.02% | +82+7.4% | Added |
| ZRC Wealth Management, LLC | 1,196 | $125.9K | 0.04% | +65+5.7% | Added |
| ESL Trust Services, LLC | 1,200 | $126.3K | 0.02% | −119−9.0% | Reduced |
| Whi Trust Co LLC | 1,200 | $126.3K | 0.10% | +1,200 | New |
| Stone House Investment Management, LLC | 1,239 | $130.4K | 0.02% | +71+6.1% | Added |
| Ritter Daniher Financial Advisory LLC | 1,306 | $137.5K | 0.02% | +143+12.3% | Added |
| Financial Perspectives, Inc | 1,318 | $138.7K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 1,322 | $139.1K | 0.06% | +4+0.3% | Added |
| Financial Network Wealth Advisors LLC | 1,330 | $139.9K | 0.15% | −28−2.1% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,343 | $141.4K | 0.08% | +445+49.6% | Added |
| Vermillion Wealth Management, Inc. | 1,350 | $142.1K | 0.06% | −11−0.8% | Reduced |
| Richardson Financial Services Inc. | 1,355 | $142.6K | 0.09% | +407+42.9% | Added |
| Concord Wealth Partners | 1,360 | $143.2K | 0.02% | −82−5.7% | Reduced |
| Flagship Wealth Advisors, LLC | 1,362 | $143.4K | 0.04% | −331−19.6% | Reduced |
| Tower View Investment Management & Research LLC | 1,371 | $144.3K | 0.07% | +13+1.0% | Added |
| CGC Financial Services, LLC | 1,394 | $146.7K | 0.04% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 1,395 | $146.8K | 0.04% | +1,350+3,000.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,400 | $147.4K | 0.07% | 00.0% | Unchanged |
| Hara Capital LLC | 1,432 | $151.9K | 0.08% | 00.0% | Unchanged |
| S&T Bank | 1,460 | $153.7K | 0.05% | −60−3.9% | Reduced |
| Pacifica Partners Inc. | 1,460 | $155.4K | 0.07% | −26−1.7% | Reduced |
| Paladin Advisory Group, LLC | 1,478 | $155.6K | 0.11% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,490 | $156.8K | 0.12% | +382+34.5% | Added |
| Evergreen Private Wealth LLC | 1,503 | $158.3K | 0.06% | 00.0% | Unchanged |
| Torren Management, LLC | 1,534 | $161.5K | 0.08% | +1,534 | New |
| Abound Wealth Management | 1,554 | $163.6K | 0.04% | +99+6.8% | Added |
| Signature Resources Capital Management, LLC | 1,554 | $163.6K | 0.08% | +35+2.3% | Added |
| First Community Trust NA | 1,575 | $165.8K | 0.12% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,582 | $167.0K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 1,591 | $167.5K | 0.08% | +14+0.9% | Added |
| Richardson Capital Management LLC | 1,591 | $167.5K | 0.08% | +15+1.0% | Added |
| Bernard Wealth Management Corp. | 1,608 | $169.3K | 0.07% | +6+0.4% | Added |
| Fourth Dimension Wealth, LLC | 1,620 | $170.5K | 0.06% | +25+1.6% | Added |
| 1 North Wealth Services LLC | 1,624 | $170.9K | 0.06% | 00.0% | Unchanged |
| Security National Bank | 1,632 | $171.8K | 0.02% | −141−8.0% | Reduced |
| Raffa Wealth Management, LLC | 1,632 | $171.8K | 0.03% | +56+3.6% | Added |
| Blume Capital Management, Inc. | 1,650 | $173.7K | 0.03% | −8,254−83.3% | Reduced |
| Kerr Financial Planning Corp | 1,450 | $174.4K | 0.24% | −14−1.0% | Reduced |
| TSFG, LLC | 1,676 | $176.0K | 0.03% | −102−5.7% | Reduced |
| Fortitude Family Office, LLC | 1,673 | $176.1K | 0.04% | −78−4.5% | Reduced |
| Sherman Asset Management, Inc. | 1,708 | $179.8K | 0.15% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 1,710 | $180.1K | 0.11% | +1,710 | New |
| Hamrick Investment Counsel, llc | 1,720 | $182.5K | 0.14% | +1,720 | New |
| Entelevest, LLC | 1,751 | $184.3K | 0.19% | +1,751 | New |
| High Point Wealth Management, LLC | 1,764 | $185.7K | 0.17% | +1,764 | New |
| Vision Retirement, LLC | 1,770 | $186.3K | 0.05% | +1,770 | New |
| MPWM Advisory Solutions, LLC | 1,785 | $187.9K | 0.10% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 1,800 | $189.5K | 0.00% | −103,455−98.3% | Reduced |
| Northwest Capital Management Inc | 1,821 | $191.7K | 0.83% | −1,737−48.8% | Reduced |
| Armstrong Advisory Group, Inc | 1,833 | $192.9K | 0.01% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 1,838 | $193.5K | 0.08% | 00.0% | Unchanged |
| Avion Wealth | 1,868 | $196.0K | 0.04% | +196+11.7% | Added |
| Essential Investment Partners LLC | 1,891 | $199.0K | 0.19% | +1,891 | New |
| Able Wealth Management LLC | 1,902 | $200.2K | 0.06% | +1,902 | New |
| American Money Management, LLC | 1,903 | $200.3K | 0.03% | +1,903 | New |
| Keebeck Alpha, LP | 1,904 | $200.4K | 0.53% | −1,256−39.7% | Reduced |
| Fortis Capital Advisors, LLC | 1,905 | $200.5K | 0.03% | +1,905 | New |
| Hilltop Wealth Advisors, LLC | 1,905 | $200.5K | 0.10% | +1,905 | New |
| FSB Premier Wealth Management, Inc. | 1,906 | $200.7K | 0.06% | −477−20.0% | Reduced |
| HFG Advisors, Inc. | 1,909 | $200.9K | 0.15% | +1,909 | New |
| JSF Financial, LLC | 1,911 | $201.2K | 0.04% | −712−27.1% | Reduced |
| Richmond Investment Services, LLC | 1,914 | $201.5K | 0.03% | +1,914 | New |
| Ayrshire Capital Management LLC | 1,917 | $201.8K | 0.09% | +1,917 | New |
| Harmony Asset Management LLC | 1,921 | $202.2K | 0.07% | +1,921 | New |
| Livet Wealth, LLC | 1,923 | $202.4K | 0.12% | +1,923 | New |
| Hobart Private Capital, LLC | 1,924 | $202.5K | 0.04% | +1,924 | New |
| JMG Financial Group, Ltd. | 1,925 | $202.6K | 0.01% | +1,925 | New |
| JBR Co Financial Management Inc | 1,925 | $202.6K | 0.08% | +1,925 | New |
| 1248 Management, LLC | 1,910 | $202.7K | 0.11% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 1,928 | $202.9K | 0.05% | +1,928 | New |
| Leith Wheeler Investment Counsel Ltd. | 1,929 | $203.1K | 0.02% | +1,929 | New |
| Yoder Wealth Management, Inc. | 1,932 | $203.4K | 0.09% | +1,932 | New |
| Bouchey Financial Group Ltd | 1,919 | $203.5K | 0.02% | +1,919 | New |