Merck & CoMRK

13F holders, Q2 2026 (June 30)
7holders +2
2new positions
0sold out
$128.50avg. 13F price*

At the end of Q2 2026, 7 institutions reported holding Merck & Co Inc (MRK) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Bruce & Co., Inc. ($24.5M), Cohen Klingenstein LLC ($16.0M) and Ironwood Investment Counsel, LLC ($6.1M).

Company
Merck & Co Inc
CUSIP
589331107
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 11Q1 2024Q2 2024: 13Q2 2024Q3 2024: 13Q3 2024Q4 2024: 12Q4 2024Q1 2025: 8Q1 2025Q2 2025: 8Q2 2025Q3 2025: 7Q3 2025Q4 2025: 5Q4 2025Q1 2026: 5Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions2$207K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 2,012 shares bought and 9,392 shares sold, net −7,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Bruce & Co., Inc. 6.64% Reduce -1.0% 190,800 $24.5M
Cohen Klingenstein LLC 0.46% No change 124,194 $16.0M
Ironwood Investment Counsel, LLC 0.80% Add +0.8% 47,608 $6.1M
Blue Edge Capital, LLC 0.18% Reduce -39.1% 11,499 $1.5M
U S Wealth Group, Llc. 0.12% New 1,596 $205K
Lummis Asset Management, LP 0.00% New 16 $2K
Huntington National Bank 0.00% No change 1 $31

"% of holder's portfolio" is MRK's weight in each manager's 13F, not the share of Merck & Co Inc the manager owns.