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
- 3,675
- +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
- 1,404 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 |
|---|---|---|---|---|---|
| Birchbrook, Inc. | 2,723 | $286.6K | 0.14% | +63+2.4% | Added |
| Cornerstone Planning Group LLC | 2,685 | $287.0K | 0.04% | −637−19.2% | Reduced |
| Principal Street Partners, LLC | 2,728 | $287.2K | 0.05% | −913−25.1% | Reduced |
| Curated Wealth Partners LLC | 2,734 | $287.8K | 0.03% | +2,734 | New |
| Bank of Nova Scotia Trust Co | 2,734 | $287.8K | 0.03% | +2,734 | New |
| Holistic Financial Partners | 2,739 | $288.3K | 0.10% | −313−10.3% | Reduced |
| Fairview Capital Investment Management, LLC | 2,741 | $288.5K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 2,743 | $288.7K | 0.06% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 2,743 | $288.7K | 0.20% | 00.0% | Unchanged |
| First United Bank Trust | 2,744 | $288.8K | 0.09% | −54−1.9% | Reduced |
| Corsicana & Co. | 2,745 | $288.9K | 0.16% | 00.0% | Unchanged |
| Financial Freedom, LLC | 2,753 | $289.8K | 0.14% | +6+0.2% | Added |
| Boreal Capital Management LLC | 2,732 | $289.9K | 0.22% | −620−18.5% | Reduced |
| Integrated Wealth Management | 2,760 | $290.6K | 0.33% | +2,760 | New |
| N.E.W. Advisory Services LLC | 2,773 | $291.9K | 0.02% | +229+9.0% | Added |
| Panoramic Investment Advisors, LLC | 2,773 | $291.9K | 0.16% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 2,691 | $292.3K | 0.10% | +4+0.1% | Added |
| Maryland Capital Advisors Inc. | 2,777 | $292.3K | 0.10% | −43−1.5% | Reduced |
| Whelan Financial | 2,778 | $292.4K | 0.09% | −283−9.2% | Reduced |
| Waterford Advisors, LLC | 2,778 | $292.4K | 0.11% | −250−8.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 2,787 | $293.4K | 0.02% | −1,831−39.6% | Reduced |
| Gould Asset Management LLC | 2,787 | $293.4K | 0.05% | −438−13.6% | Reduced |
| Blue Square Asset Management, LLC | 2,793 | $294.0K | 0.13% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 2,797 | $294.4K | 0.09% | +216+8.4% | Added |
| TigerOak Management, L.L.C. | 2,806 | $295.4K | 0.09% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,809 | $295.7K | 0.05% | +2,809 | New |
| Prostatis Group LLC | 2,815 | $296.3K | 0.07% | +2,815 | New |
| Warren Street Wealth Advisors, LLC | 2,819 | $296.7K | 0.09% | +88+3.2% | Added |
| Iowa State Bank | 2,820 | $296.8K | 0.06% | −584−17.2% | Reduced |
| Triton Wealth Management, PLLC | 2,565 | $297.7K | 0.11% | −45−1.7% | Reduced |
| Tradition Wealth Management, LLC | 2,843 | $299.2K | 0.02% | −9−0.3% | Reduced |
| Birchcreek Wealth Management, LLC | 2,844 | $299.4K | 0.15% | +41+1.5% | Added |
| Client 1st Advisory Group, LLC | 2,846 | $299.6K | 0.09% | +2,846 | New |
| City National Bank of Florida | 2,848 | $299.8K | 0.20% | +239+9.2% | Added |
| Talisman Wealth Advisors LLC | 2,846 | $300.0K | 0.23% | −37−1.3% | Reduced |
| Walker Asset Management, LLC | 2,859 | $301.0K | 0.16% | +24+0.8% | Added |
| Montz Harcus Wealth Management LLC | 2,861 | $301.1K | 0.12% | −355−11.0% | Reduced |
| Matrix Asset Advisors Inc | 2,862 | $301.3K | 0.03% | −8−0.3% | Reduced |
| Cane Capital Partners, LLC | 2,865 | $301.6K | 0.13% | +2,865 | New |
| True Wealth Design, LLC | 2,872 | $302.3K | 0.09% | +55+2.0% | Added |
| Amarillo National Bank | 2,872 | $302.3K | 0.05% | +59+2.1% | Added |
| Quest Partners LLC | 2,873 | $302.4K | 0.02% | −1,321−31.5% | Reduced |
| ETF Store, Inc. | 2,878 | $303.0K | 0.31% | +19+0.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,117 | $303.4K | 0.21% | −6,364−60.7% | Reduced |
| Mma Asset Management LLC | 2,884 | $303.6K | 0.11% | +2,872+23,933.3% | Added |
| PAX Financial Group, LLC | 2,888 | $303.9K | 0.05% | −1,756−37.8% | Reduced |
| Grandview Asset Management LLC | 2,888 | $304.0K | 0.08% | +15+0.5% | Added |
| Strategic Investment Solutions, Inc. | 2,888 | $304.0K | 0.07% | +503+21.1% | Added |
| Integris Wealth Management, LLC | 2,891 | $304.3K | 0.07% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 2,896 | $304.9K | 0.07% | +11+0.4% | Added |
| North Capital, Inc. | 2,910 | $306.3K | 0.26% | −82−2.7% | Reduced |
| Maridea Wealth Management LLC | 2,912 | $306.5K | 0.05% | +2,912 | New |
| Reik & Co., LLC | 2,914 | $306.7K | 0.08% | 00.0% | Unchanged |
| BXM Wealth LLC | 8,072 | $306.8K | 0.24% | +5,529+217.4% | Added |
| Kaydan Wealth Management, Inc. | 2,927 | $308.1K | 0.09% | 00.0% | Unchanged |
| Tilson Financial Group, Inc. | 2,931 | $308.5K | 0.09% | +14+0.5% | Added |
| Detalus Advisors, LLC | 2,938 | $309.2K | 0.08% | +277+10.4% | Added |
| Cadent Capital Advisors, LLC | 2,941 | $309.5K | 0.08% | +23+0.8% | Added |
| Aspire Private Capital, LLC | 2,941 | $309.5K | 0.07% | −36−1.2% | Reduced |
| Barnes Wealth Management Group, Inc | 2,949 | $310.4K | 0.17% | −7−0.2% | Reduced |
| Opal Wealth Advisors, LLC | 2,951 | $310.7K | 0.08% | −195−6.2% | Reduced |
| Banque de Luxembourg S.A. | 2,952 | $310.7K | 0.15% | 00.0% | Unchanged |
| Aire Advisors, LLC | 2,956 | $311.2K | 0.06% | +30+1.0% | Added |
| Hudson Portfolio Management LLC | 2,961 | $311.7K | 0.27% | +170+6.1% | Added |
| Sonata Capital Group Inc | 2,968 | $312.5K | 0.11% | +2+0.1% | Added |
| DMG Group, LLC | 2,969 | $312.5K | 0.21% | −1,333−31.0% | Reduced |
| Perkins Coie Trust Co | 2,970 | $312.6K | 0.06% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,976 | $313.2K | 0.06% | −387−11.5% | Reduced |
| Lifestyle Asset Management, Inc. | 2,976 | $313.3K | 0.10% | +105+3.7% | Added |
| Prentiss Smith & Co Inc | 2,990 | $314.7K | 0.19% | 00.0% | Unchanged |
| CDKV Holdings LLC | 2,994 | $315.1K | 0.27% | +2,994 | New |
| Sun Group Wealth Partners | 2,997 | $315.5K | 0.25% | +2,997 | New |
| Altar Rock LLC | 2,976 | $315.7K | 0.38% | +2,976 | New |
| Directional Asset Management | 2,999 | $315.7K | 0.28% | +2,999 | New |
| Menora Mivtachim Holdings Ltd. | 3,000 | $315.8K | 0.00% | +3,000 | New |
| Greatmark Investment Partners, Inc. | 3,004 | $316.2K | 0.04% | −600−16.6% | Reduced |
| Ullmann Financial Group, Inc. | 3,679 | $316.3K | 0.03% | +168+4.8% | Added |
| Newbridge Financial Services Group, Inc. | 3,006 | $316.4K | 0.05% | +432+16.8% | Added |
| KRS Capital Management, LLC | 3,007 | $316.5K | 0.18% | +4+0.1% | Added |
| Carson Advisory Inc. | 3,007 | $316.6K | 0.16% | −26−0.9% | Reduced |
| Cascades Capital Asset Management, LLC | 3,008 | $316.6K | 0.13% | +5+0.2% | Added |
| Sterling Financial Planning, Inc. | 3,014 | $317.3K | 0.10% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 3,023 | $318.2K | 0.07% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 3,000 | $318.3K | 0.09% | +274+10.1% | Added |
| Bellecapital International Ltd. | 3,024 | $318.3K | 0.06% | +109+3.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 2,908 | $318.3K | 0.07% | +505+21.0% | Added |
| Parvin Asset Management, LLC | 3,025 | $318.4K | 0.26% | −1,621−34.9% | Reduced |
| Hoxton Planning & Management, LLC | 3,025 | $318.4K | 0.10% | +5+0.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 3,037 | $319.6K | 0.04% | +76+2.6% | Added |
| TriaGen Wealth Management LLC | 3,037 | $319.7K | 0.08% | 00.0% | Unchanged |
| August Group Capital Ltd | 3,038 | $319.8K | 0.35% | +3,038 | New |
| Westfuller Advisors, LLC | 3,007 | $319.8K | 0.13% | −1,015−25.2% | Reduced |
| Birch Financial Group, LLC | 3,043 | $320.3K | 0.18% | −5−0.2% | Reduced |
| Morris Retirement Advisors, LLC | 3,045 | $320.6K | 0.13% | −866−22.1% | Reduced |
| Morris Financial Concepts, Inc. | 3,046 | $320.6K | 0.11% | 00.0% | Unchanged |
| CPA Asset Management LLC | 3,048 | $320.8K | 0.11% | +3,048 | New |
| DB&C Advisors, LLC | 3,050 | $321.0K | 0.40% | +3,050 | New |
| MeadowBrook Investment Advisors LLC | 3,053 | $321.4K | 0.27% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 3,054 | $321.5K | 0.34% | +50+1.7% | Added |
| FSA Advisors, Inc. | 11,280 | $323.2K | 0.22% | +11,280 | New |