| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| West Oak Capital, LLC | 42 | 42 | 0.22% | 0.76% | 1.56% | Q2 2013 | Q3 2023 | 42 |
| Cohen Klingenstein LLC | 42 | 42 | 0.48% | 0.81% | 1.19% | Q2 2013 | Q3 2023 | 42 |
| Bruce & Co., Inc. | 42 | 42 | 3.16% | 5.03% | 9.72% | Q2 2013 | Q3 2023 | 42 |
| Ironwood Investment Counsel, LLC | 42 | 42 | 0.55% | 0.88% | 1.97% | Q2 2013 | Q3 2023 | 42 |
| Curbstone Financial Management Corp | 40 | 40 | 0.27% | 0.46% | 0.77% | Q1 2014 | Q4 2023 | 40 |
| AlphaMark Advisors, LLC | 39 | 39 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2022 | 39 |
| BENNICAS & ASSOCIATES, INC. | 39 | 39 | 1.42% | 2.72% | 3.75% | Q2 2013 | Q4 2022 | 39 |
| Grassi Investment Management | 38 | 38 | 0.82% | 1.30% | 1.65% | Q2 2014 | Q3 2023 | 38 |
| KAHN BROTHERS GROUP INC | 35 | 35 | 5.21% | 9.72% | 14.06% | Q2 2013 | Q4 2021 | 35 |
| BAXTER BROS INC | 21 | 11 | 0.14% | 0.21% | 0.30% | Q2 2013 | Q2 2021 | 32 |
| Blue Edge Capital, LLC | 31 | 31 | 0.25% | 0.36% | 0.47% | Q1 2016 | Q3 2023 | 31 |
| GRIMES & COMPANY, INC. | 28 | 28 | 0.06% | 0.15% | 0.40% | Q4 2013 | Q3 2020 | 28 |
| BALASA DINVERNO & FOLTZ LLC | 28 | 28 | 0.10% | 0.16% | 0.42% | Q2 2013 | Q1 2020 | 28 |
| LAU ASSOCIATES LLC | 27 | 27 | 0.98% | 2.05% | 3.67% | Q2 2013 | Q4 2019 | 27 |
| Welch Group, LLC | 27 | 27 | 0.05% | 0.14% | 0.28% | Q2 2013 | Q4 2019 | 27 |
| Greenwich Wealth Management LLC | 13 | 1 | 0.01% | 0.05% | 0.10% | Q3 2013 | Q3 2022 | 26 |
| GLYNN CAPITAL MANAGEMENT LLC | 24 | 24 | 0.28% | 0.40% | 0.52% | Q2 2013 | Q1 2019 | 24 |
| TIRSCHWELL & LOEWY INC | 24 | 24 | 0.35% | 0.54% | 0.68% | Q2 2013 | Q1 2019 | 24 |
| JACOBS & CO/CA | 23 | 23 | 0.51% | 0.63% | 0.73% | Q2 2013 | Q4 2018 | 23 |
| MARSHWINDS ADVISORY CO | 23 | 23 | 1.62% | 1.98% | 2.41% | Q2 2013 | Q4 2018 | 23 |
| Sterling Investment Advisors, Ltd. | 23 | 23 | 0.58% | 0.92% | 1.30% | Q4 2016 | Q2 2022 | 23 |
| HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.08% | 0.65% | Q1 2009 | Q3 2023 | 23 |
| Sonora Investment Management, LLC | 23 | 23 | 0.03% | 0.50% | 0.86% | Q3 2015 | Q1 2021 | 23 |
| Mengis Capital Management, Inc. | 19 | 19 | 0.21% | 1.59% | 2.83% | Q4 2014 | Q2 2019 | 19 |
| Opus Capital Group, LLC | 15 | 4 | 0.01% | 0.16% | 0.30% | Q4 2013 | Q3 2023 | 19 |
| BONTEMPO OHLY CAPITAL MGMT LLC | 19 | 19 | 0.17% | 1.85% | 3.18% | Q4 2014 | Q2 2019 | 19 |
| PRENTISS SMITH & CO INC | 17 | 1 | 0.12% | 0.16% | 0.19% | Q2 2013 | Q4 2017 | 18 |
| Palisade Asset Management, LLC | 18 | 18 | 0.18% | 0.50% | 1.72% | Q2 2013 | Q3 2017 | 18 |
| Yorktown Management & Research Co Inc | 17 | 17 | 0.05% | 0.22% | 0.41% | Q2 2013 | Q2 2017 | 17 |
| Nelson Capital Management, LLC | 17 | 17 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2017 | 17 |
| Covington Capital Management | 17 | 17 | 0.85% | 0.92% | 1.01% | Q2 2013 | Q2 2017 | 17 |
| Tower View Wealth Management LLC | 15 | 15 | 0.10% | 1.33% | 2.30% | Q4 2017 | Q2 2021 | 15 |
| Northeast Financial Consultants Inc | 13 | 1 | 0.06% | 0.12% | 0.28% | Q4 2014 | Q2 2018 | 14 |
| Parametric Risk Advisors LLC | 14 | 14 | 0.06% | 0.20% | 0.51% | Q2 2013 | Q3 2016 | 14 |
| HARTWELL J M LIMITED PARTNERSHIP | 8 | 5 | 0.04% | 0.08% | 0.10% | Q2 2015 | Q3 2019 | 13 |
| MARATHON CAPITAL MANAGEMENT | 12 | 12 | 0.35% | 0.53% | 0.72% | Q2 2013 | Q1 2016 | 12 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.08% | 0.09% | 0.14% | Q4 2013 | Q3 2016 | 12 |
| M&R CAPITAL MANAGEMENT INC | 12 | 12 | 0.42% | 0.49% | 0.59% | Q2 2013 | Q1 2016 | 12 |
| Westbourne Investment Advisors, Inc. | 12 | 12 | 0.74% | 1.03% | 1.18% | Q2 2015 | Q1 2018 | 12 |
| Taylor, Cottrill LLC | 11 | 11 | 1.62% | 1.76% | 1.91% | Q2 2013 | Q4 2015 | 11 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
| Dorsey & Whitney Trust CO LLC | 9 | 9 | 0.44% | 0.50% | 0.58% | Q2 2013 | Q2 2015 | 9 |
| TREVOR STEWART BURTON & JACOBSEN INC | 7 | 2 | 0.19% | 0.83% | 2.91% | Q2 2013 | Q4 2015 | 9 |
| Hanson & Doremus Investment Management | 9 | 9 | 0.55% | 0.58% | 0.64% | Q2 2013 | Q2 2015 | 9 |
| WENDELL DAVID ASSOCIATES INC | 8 | 8 | 0.50% | 0.55% | 0.58% | Q2 2013 | Q1 2015 | 8 |
| Armbruster Capital Management, Inc. | 8 | 8 | 0.17% | 0.21% | 0.30% | Q4 2015 | Q3 2017 | 8 |
| CULLINAN ASSOCIATES INC | 7 | 7 | 1.11% | 1.15% | 1.21% | Q2 2013 | Q4 2014 | 7 |
| America First Investment Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 7 |
| Capital Directions Investment Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 7 |
| Long Wharf Investors, Inc. | 5 | 5 | 0.57% | 0.59% | 0.61% | Q2 2013 | Q2 2014 | 5 |
| HYMAN CHARLES D | 5 | 5 | 0.19% | 0.20% | 0.22% | Q2 2013 | Q2 2014 | 5 |
| Whitegate Investment Counselors, Inc. | 4 | 1 | 0.72% | 0.92% | 1.15% | Q1 2014 | Q1 2017 | 5 |
| Benchmark Capital Advisors | 5 | 5 | 0.70% | 0.81% | 0.93% | Q2 2013 | Q2 2014 | 5 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 3 | 2 | 0.13% | 0.16% | 0.25% | Q3 2013 | Q1 2015 | 5 |
| Capital Investment Services of America, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
| COMPASS CAPITAL MANAGEMENT, INC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2019 | 5 |
| PITTENGER & ANDERSON INC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q2 2013 | Q1 2014 | 4 |
| KARPAS STRATEGIES, LLC | 4 | 4 | 3.74% | 3.89% | 4.21% | Q2 2013 | Q1 2014 | 4 |
| GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 1.20% | 1.30% | 1.36% | Q2 2013 | Q1 2014 | 4 |
| OLD DOMINION CAPITAL MANAGEMENT INC | 4 | 4 | 1.22% | 1.48% | 1.62% | Q3 2018 | Q2 2019 | 4 |
| WEDGEWOOD INVESTORS INC /PA/ | 4 | 4 | 0.29% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
| Winch Advisory Services, LLC | 3 | 3 | 2.78% | 3.23% | 3.80% | Q1 2014 | Q3 2014 | 3 |
| PEAPACK GLADSTONE FINANCIAL CORP | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q3 2020 | 3 |
| RATIONAL ADVISORS LLC | 3 | 3 | 0.24% | 0.26% | 0.30% | Q1 2009 | Q3 2009 | 3 |
| NATIONAL INVESTMENT SERVICES INC /WI | 3 | 3 | 1.89% | 1.93% | 1.97% | Q2 2013 | Q4 2013 | 3 |
| AR ASSET MANAGEMENT INC | 3 | 3 | 3.38% | 3.41% | 3.42% | Q2 2013 | Q4 2013 | 3 |
| Crow Point Partners, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2015 | 3 |
| Wills Financial Group, Inc. | 3 | 3 | 1.10% | 1.14% | 1.17% | Q4 2015 | Q2 2016 | 3 |
| WELCH CAPITAL PARTNERS LLC/NY | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q3 2013 | 2 |
| HT Partners LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q4 2013 | 2 |
| Glassman Wealth Services | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2014 | Q1 2015 | 2 |
| Adams Asset Advisors, LLC | 2 | 2 | 0.68% | 1.19% | 1.70% | Q2 2013 | Q3 2013 | 2 |
| AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.72% | 0.75% | 0.78% | Q2 2013 | Q3 2013 | 2 |
| D'Orazio & Associates, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
| Peregrine Asset Advisers, Inc. | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2019 | Q1 2019 | 1 |
| EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2013 | Q1 2013 | 1 |
| HOERTKORN RICHARD CHARLES | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
| Trellis Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
| D. SCOTT NEAL, INC. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2013 | Q4 2013 | 1 |
| MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
| Kingfisher Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
| Factorial Partners, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2020 | Q1 2020 | 1 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
| TCI Wealth Advisors, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2016 | Q1 2016 | 1 |
| RiverFront Investment Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2009 | Q3 2009 | 1 |
| ARGI Investment Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
| Intellectus Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
| PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
| Glenview Trust Co | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2008 | Q4 2008 | 1 |
| SUMMITRY LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
| Energy Opportunities Capital Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2014 | Q1 2014 | 1 |
| FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
| Greylin Investment Management, Inc | 1 | 1 | 7.08% | 7.08% | 7.08% | Q2 2013 | Q2 2013 | 1 |
| COLONY GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2014 | Q3 2014 | 1 |
External links
This page lists all the filers that currently own Merck & Co Inc or have owned Merck & Co Inc in the past.