Merck & Co Inc
COM · CUSIP 589331107
6
institutional holders
+1 vs Q4 2025
387.8k
shares reported held*
$46.6mreported value*
0 new
1 added
1 reduced
0 sold out
net sold ≈ $252.6k (-2.1k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $120.29.
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 12 |
| Q4 2022 | 12 |
| Q1 2023 | 10 |
| Q2 2023 | 10 |
| Q3 2023 | 10 |
| Q4 2023 | 12 |
| Q1 2024 | 11 |
| Q2 2024 | 13 |
| Q3 2024 | 13 |
| Q4 2024 | 12 |
| Q1 2025 | 8 |
| Q2 2025 | 8 |
| Q3 2025 | 7 |
| Q4 2025 | 5 |
| Q1 2026 | 6 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 3 | 5 |
| Q3 2024 | 6 | 4 |
| Q4 2024 | 3 | 5 |
| Q1 2025 | 3 | 6 |
| Q2 2025 | 1 | 6 |
| Q3 2025 | 0 | 4 |
| Q4 2025 | 0 | 2 |
| Q1 2026 | 1 | 1 |
Biggest buyers
| Blue Edge Capital, LLC | Added | +837 |
Biggest sellers
| Ironwood Investment Counsel, LLC | Reduced | -2.9k |
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Bruce & Co., Inc. 6.63% of their portfolio | 192.8k $23.2m | Unchanged |
| Cohen Klingenstein LLC 0.48% of their portfolio | 124.2k $14.9m | Unchanged |
| Ironwood Investment Counsel, LLC 0.82% of their portfolio | 47.2k $5.7m | Reduced -2.9k |
| Blue Edge Capital, LLC 0.30% of their portfolio | 18.9k $2.3m | Added +837 |
| MONTCHANIN ASSET MANAGEMENT, LLC 0.60% of their portfolio | 4.7k $567.0k | First filing |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $31 | Unchanged |