Vault-13

Merck & Co Inc

COM · CUSIP 589331107

7 institutional holders +1 vs Q1 2026
378,831378.8k shares reported held*
$48.7mreported value*
1 new 1 added 2 reduced 0 sold out net sold ≈ $1.2m (-9.0k 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 ≈ $128.50.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 12Q4 22: 12Q1 23: 10Q2 23: 10Q3 23: 10Q4 23: 12Q1 24: 11Q2 24: 13Q3 24: 13Q4 24: 12Q1 25: 8Q2 25: 8Q3 25: 7Q4 25: 5Q1 26: 6Q2 26: 77Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202212
Q4 202212
Q1 202310
Q2 202310
Q3 202310
Q4 202312
Q1 202411
Q2 202413
Q3 202413
Q4 202412
Q1 20258
Q2 20258
Q3 20257
Q4 20255
Q1 20266
Q2 20267

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 6 bought or addedQ3 24: 4 cut or sold outQ4 24: 3 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 6 cut or sold outQ2 25: 1 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 0 bought or addedQ3 25: 4 cut or sold outQ4 25: 0 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 1 cut or sold outQ2 26: 2 bought or addedQ2 26: 2 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202464
Q4 202435
Q1 202536
Q2 202516
Q3 202504
Q4 202502
Q1 202611
Q2 202622

Biggest buyers

Ironwood Investment Counsel, LLC Added +400+400
Lummis Asset Management, LP New +16+16

Biggest sellers

Blue Edge Capital, LLC Reduced -7,392-7.4k
Bruce & Co., Inc. Reduced -2,000-2.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bruce & Co., Inc. 6.64% of their portfolio CHICAGO, IL 190,800190.8k $24.5m $24.5m 6.64% Reduced -2.0k -2,000
2 Cohen Klingenstein LLC 0.46% of their portfolio NEW YORK, NY 124,194124.2k $16.0m $16.0m 0.46% Unchanged
3 Ironwood Investment Counsel, LLC 0.80% of their portfolio SCOTTSDALE, AZ 47,60847.6k $6.1m $6.1m 0.80% Added +400 +400
4 Blue Edge Capital, LLC 0.18% of their portfolio RICHMOND, VA 11,49911.5k $1.5m $1.5m 0.18% Reduced -7.4k -7,392
5 MONTCHANIN ASSET MANAGEMENT, LLC 0.62% of their portfolio MONTCHANIN, DE 4,7134.7k $606.0k $606.0k 0.62% Unchanged
6 Lummis Asset Management, LP 0.00% of their portfolio FORT WORTH, TX 1616 $2.1k $2.1k 0.00% New
7 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $31 $31 0.00% Unchanged