Merck KGaA - MKKGY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Henry James International Management Inc. | History | Reduced | 52,591 | 1,304 | 0.47% | 0.48% | 1 | -14 | -0.03% | Q1 2026 | Apr 10, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 10,946 | 275 | 0.0% | 0.0% | 2 | -254 | -2.27% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 8,952 | 221 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,701 | 42 | 0.0% | 0.0% | 4 | -266 | -13.52% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 166 | 4 | 0.0% | 0.0% | 7 | -226 | -57.65% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 190 | 4 | 0.0% | 0.0% | 5 | -73 | -27.76% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | No change | 162 | 4 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Strive Financial Group ,LLC | History | New | 72 | 2 | 0.0% | — | 8 | +72 | New | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 17, 2026 |