Stock ownership · SEC 13F · Q4 2025

MERCK & CO. INC.

Who owns MERCK & CO. INC. (CUSIP 58933Y105)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$582.8M
Reported value
23
Institutions
98%
Top-5 share

The verdict

As of Q4 2025, 23 institutions collectively report $582.8M in MERCK & CO. INC., a stock that is owned by a sizeable cross-section of institutional filers; ownership here is dominated by its top few institutional owners.

23
institutions hold it
$582.8M
reported 13F value
98%
held by top 5
#8
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$582.8M

Institutional 13F value

Institutions

23

Reporting holders

Top-5 concentration

98%

Held by 5 largest

New buyers

20

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%98%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 88.0%

MERCK & CO. INC. is more widely held than about 88% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of MERCK & CO. INC.
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a MERCK & CO. INC. position has held steady from 23 to 23 over the last 8 quarters of 13F filings.

1020304050 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 23
Distinct 13F filers holding MERCK & CO. INC., by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 4,351,397 $458.0M 78.6%
2 GROUPAMA ASSET MANAGMENT 900,786 $94.8M 16.3%
3 Oak Grove Capital LLC 82,260 $8.7M 1.5%
4 Anchor Investment Management, LLC 66,699 $7.0M 1.2%
5 SSA SWISS ADVISORS AG 38,025 $4.0M 0.7%
6 Banque Transatlantique SA 18,828 $2.0M 0.3%
7 ARWA LLC 14,290 $1.5M 0.3%
8 DGS Capital Management, LLC 11,900 $1.3M 0.2%
9 MidFirst Bank 11,638 $1.2M 0.2%
10 Cross Staff Investments Inc 7,397 $779K 0.1%
11 FLOYD FINANCIAL GROUP LLC 5,339 $653K 0.1%
12 BDFS Capital LLC 3,544 $376K 0.1%
13 Westshore Wealth, LLC 3,491 $367K 0.1%
14 CHELSEA COUNSEL CO 3,260 $346K 0.1%
15 TD Capital Management LLC 3,160 $333K 0.1%
16 Barnes Wealth Management Group, Inc 2,949 $310K 0.1%
17 Bell Investment Advisors, Inc 2,421 $255K 0.0%
18 Financially in Tune, LLC 2,271 $239K 0.0%
19 Tempo Wealth, LLC 2,219 $234K 0.0%
20 THRYVE WEALTH MANAGEMENT LLC 2,206 $232K 0.0%
21 Astoria Portfolio Advisors LLC. 1,718 $213K 0.0%
22 Strategic Investment Solutions, Inc. /IL 500 $53K 0.0%
23 SG Trading Solutions, LLC 45,373 $5K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about MERCK & CO. INC.

This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put MERCK & CO. INC. in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold MERCK & CO. INC.?
MERCK & CO. INC. is held by 23 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of MERCK & CO. INC.?
Institutions report $582.8M of MERCK & CO. INC. as of Q4 2025.
How concentrated is ownership of MERCK & CO. INC.?
The top five institutional holders account for 98% of the reported institutional value in MERCK & CO. INC., making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of MERCK & CO. INC.?
Pacer Advisors, Inc. is the largest reported holder of MERCK & CO. INC. with $458.0M across 4,351,397 shares as of Q4 2025.
Where does this MERCK & CO. INC. data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.