DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

Merck & Co

8 institutions still hold Merck & Co as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 589331107·8 13F holders·last filed Mar 31, 2026
Market cap
5.5%
vs prior quarter
13F value held
$46M
57.0% inst. owned
of float
Holders
8
-130 QoQ
filers reporting
Activity
+89 / −66
+922 added · −772 reduced
this quarter
Concentration
50.30%
Bruce & Co., Inc. #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported Merck & Co in Q1 2026. Bruce & Co., Inc. leads at 50.3% of the visible book. -130 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Bruce & Co., Inc.
CIK 0001358331
$23M193K6.63%Q1 2026
02
Cohen Klingenstein LLC
CIK 0001453620
$15M124K0.48%Q1 2026
03
Ironwood Investment Counsel, LLC
CIK 0001330463
$6M47K0.82%Q1 2026
04
Blue Edge Capital, LLC
CIK 0001599620
$2M19K0.30%Q1 2026
05
West Oak Capital, LLC
CIK 0001387399
$20,86225K0.83%Q3 2025
06
Grassi Investment Management
CIK 0001608531
$8,266104K0.66%Q2 2025
07
HUNTINGTON NATIONAL BANK
CIK 0000049205
$3110.00%Q1 2026
08
AlphaMark Advisors, LLC
CIK 0001348183
$111080.00%Q4 2024