Manager × security

Ally Financial Inc. MRK holdings history

Who else holds this security? →

MERCK & CO. INC. · CUSIP 58933Y105 · CIK 40729

This is the oldest quarter open without an account, so changes against the quarter before it are withheld. Sign in to see them.
Citable facts

As of 2026-06-30, Ally Financial Inc. reported 35.00K MRK (shares), valued at $4.50M, or 0.58% of its reported non-derivative portfolio. Filed 2026-08-13.

Verify history & sources →
Portfolio weight and quantity history
Reported portfolio weight
0.58%
Shares
35.00K
35,000
Reported value
$4.50M
USD

Shares increased 40.00%; reported value increased 49.56%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

QuarterWeightQuantitySource
Q2 20260.58%35,000SEC filing ↗Filed Aug 13, 2026
Q1 20260.37%25,000SEC filing ↗Filed May 12, 2026
Q4 20251.97%153,000SEC filing ↗Filed Feb 13, 2026
Q3 20251.59%153,000SEC filing ↗Filed Nov 13, 2025
Q2 20251.01%113,000SEC filing ↗Filed Aug 13, 2025
Q1 20251.14%113,000SEC filing ↗Filed May 14, 2025
Q4 20241.18%97,000SEC filing ↗Filed Feb 13, 2025
Q3 20240.89%65,000SEC filing ↗Filed Nov 13, 2024
Q2 20240.43%28,000SEC filing ↗Filed Aug 13, 2024
Q1 20240.36%20,000SEC filing ↗Filed May 14, 2024
Q4 20230.61%43,000SEC filing ↗Filed Feb 13, 2024
Q3 20230.50%33,000SEC filing ↗Filed Nov 13, 2023

History & evidence by quarter

QuarterWeightQuantityValueChange explainedSource
Q3 20230.50%33,000$3.40MThe prior quarter is outside the free window. Sign in for the comparison.SEC filing ↗
Filed Nov 13, 2023
Q4 20230.61%43,000$4.69MShares increased 30.30%; reported value increased 37.99%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2024
Q1 20240.36%20,000$2.64MShares decreased 53.49%; reported value decreased 43.71%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 14, 2024
Q2 20240.43%28,000$3.47MShares increased 40.00%; reported value increased 31.35%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2024
Q3 20240.89%65,000$7.38MShares increased 132.14%; reported value increased 112.94%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 13, 2024
Q4 20241.18%97,000$9.65MShares increased 49.23%; reported value increased 30.73%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2025
Q1 20251.14%113,000$10.14MShares increased 16.49%; reported value increased 5.11%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 14, 2025
Q2 20251.01%113,000$8.95MShares unchanged; reported value decreased 11.81%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2025
Q3 20251.59%153,000$12.84MShares increased 35.40%; reported value increased 43.56%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Nov 13, 2025
Q4 20251.97%153,000$16.10MShares unchanged; reported value increased 25.41%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Feb 13, 2026
Q1 20260.37%25,000$3.01MShares decreased 83.66%; reported value decreased 81.33%, and weight changed -1.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed May 12, 2026
Q2 20260.58%35,000$4.50MShares increased 40.00%; reported value increased 49.56%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.SEC filing ↗
Filed Aug 13, 2026
Ally Financial Inc. · MERCK & CO. INC.

Take these holdings further.

This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

  • Download CSV
  • Earlier quarters
  • Advanced screening & filtering
  • API & AI access
Already have an account?

+ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_portfolio
{"cik":"40729","quarter":"2026Q2","cusip":"58933Y105"}

get_institutional_manager_history
{"cik":"40729","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint
https://api.akkrudata.ai/mcp
API / MCP documentation
/documents
llms.txt
/llms.txt
Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.