Merck & Co Inc - 589331107
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bruce & Co., Inc. | History | Reduced | 190,800 | 24,517 | 6.64% | 6.63% | 1 | -2,000 | -1.04% | Q2 2026 | Aug 14, 2026 |
| Cohen Klingenstein LLC | History | No change | 124,194 | 15,958 | 0.46% | 0.48% | 2 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 47,608 | 6,117 | 0.8% | 0.82% | 3 | +400 | 0.85% | Q2 2026 | Aug 05, 2026 |
| Blue Edge Capital, LLC | History | Reduced | 11,499 | 1,477 | 0.18% | 0.3% | 4 | -7,392 | -39.13% | Q2 2026 | Aug 14, 2026 |
| U S WEALTH GROUP, LLC. | History | New | 1,596 | 205 | 0.12% | — | 5 | +1,596 | New | Q2 2026 | Sep 10, 2026 |
| Lummis Asset Management, LP | History | New | 16 | 2 | 0.0% | — | 6 | +16 | New | Q2 2026 | Aug 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |