MRK
Merck's ownership profile tells an interesting story about how institutions are currently positioned in the stock.
The institutional pressure score sitting at neutral (0.00) and a market regime score equally flat (0.01) suggest there's no strong directional signal from the smart money right now — no unusual accumulation, no obvious distribution. The near-absence of growth and momentum-oriented funds (0.0%) is worth flagging: that crowd has clearly rotated elsewhere, which either indicates Merck is being overlooked or that the near-term earnings growth story isn't compelling enough to attract that style of capital. The P/E of 16.4x is modest for a major pharma, which helps explain the income-defensive (2.5%) and deep-value (1.2%) presence, though neither is a dominant force here. A hard caveat before you do anything with this: 13F filings — the source of institutional ownership data — are filed 45 to 90 days after the fact, meaning these positions reflect decisions made well in the past. Short interest data refreshes only biweekly. The market cap figure in the source data also appears corrupted ($298,837.8T is not a real number), and the current price shows as $0.00, so treat all derived metrics with appropriate skepticism. This is historical data, not a crystal ball.
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 16.4 | P/S | — |
| EV/EBITDA | — | P/B | 4.97 |
| Revenue (TTM) | — | Rev YoY | — |
| Gross margin | — | Op margin | — |
| Net income | — | FCF | — |
| Cash | — | Debt | — |
| Dividend | 2.84% | Buybacks 1Y | — |
Merck's ownership profile tells an interesting story about how institutions are currently positioned in the stock. The largest identifiable slice belongs to passive index funds at 25.9%, which is fairly standard for a large-cap pharma name — these holders are essentially indifferent to the investment thesis and will buy or sell based on index rebalancing, not conviction. More notable is the 11.7% sitting with quality compounder funds, which tend to be long-duration, low-turnover holders attracted to durable franchises with consistent returns on capital. That's a meaningful chunk of the register suggesting some institutional confidence in Merck's business quality, even if the 28.2% "unclassified" bucket muddies the picture considerably.
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Vanguard Group | 229.0M | 0.3% | — |
| State Street | 120.0M | 0.4% | — |
| BlackRock, Inc. | 84.4M | 0.2% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 81.1M | 1.5% | — |
| Geode Capital Management | 52.5M | 0.3% | −0% |
| BlackRock, Inc. | 51.8M | 0.1% | +777% |
Top institutional owners for MRK as of the most recent 13F window (Dec 2025). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
No Form 4 filings on record for MRK in the last 180 days.