DOSSIER · 13F Holders · Q2 2026

Merck & Co

8 institutions still hold Merck & Co as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 589331107·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$59M
visible holders
Holders
8
filers reporting
Concentration
41.43%
Bruce & Co., Inc. #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported Merck & Co in Q2 2026. Bruce & Co., Inc. leads at 41.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Bruce & Co., Inc.
CIK 0001358331
$25M191K6.64%Q2 2026
02
Cohen Klingenstein LLC
CIK 0001453620
$18M124K0.51%Q3 2026
03
Grassi Investment Management
CIK 0001608531
$8M104K0.66%Q2 2025
04
Ironwood Investment Counsel, LLC
CIK 0001330463
$7M46K0.86%Q3 2026
05
Blue Edge Capital, LLC
CIK 0001599620
$1M11K0.18%Q2 2026
06
U S WEALTH GROUP, LLC.
CIK 0001554427
$232K2K0.13%Q3 2026
07
West Oak Capital, LLC
CIK 0001387399
$21K25K0.83%Q3 2025
08
Lummis Asset Management, LP
CIK 0002011652
$2K160.00%Q3 2026