Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionBellevue Group AG
Latest Disclosed Ownership206,591 shares
Latest Disclosed Value $ 24,850,831
Bellevue Group AG reports 124.27% increase in ownership of 6MK / Merck & Co., Inc.

On May 14, 2026 - Bellevue Group AG filed a 13F-HR form disclosing ownership of 206,591 shares of Merck & Co., Inc. (BG:6MK) valued at $24,850,831 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 92,117 shares of Merck & Co., Inc.. This represents a change in shares of 124.27% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F MERCK COM 58933Y105 206,591 114,474 124.27 24,851 156.29 0.5874
2026-02-17 2025-12-31 13F MERCK COM 58933Y105 92,117 57,378 165.17 9,696 232.62 0.1837
2025-11-14 2025-09-30 13F MERCK COM 58933Y105 34,739 6,500 23.02 2,916 30.43 0.0606
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 28,239 -203,132 -87.79 2,235 -89.24 0.0493
2025-05-14 2025-03-31 13F MERCK COM 58933Y105 231,371 -32,855 -12.43 20,768 -20.99 0.4654
2025-02-14 2024-12-31 13F MERCK COM 58933Y105 264,226 221,993 525.64 26,285 448.18 0.5060
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 42,233 -32,476 -43.47 4,796 -48.15 0.0777
2024-08-14 2024-06-30 13F MERCK COM 58933Y105 74,709 -236,142 -75.97 9,249 -77.45 0.1503
2024-05-15 2024-03-31 13F MERCK COM 58933Y105 310,851 20,645 7.11 41,017 29.64 0.6256
2024-02-14 2023-12-31 13F MERCK COM 58933Y105 290,206 -1,690 -0.58 31,638 5.28 0.4840
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 291,896 -14,798 -4.83 30,051 -15.09 0.4841
2023-08-14 2023-06-30 13F MERCK COM 58933Y105 306,694 299,619 4,234.90 35,389 4,605.98 0.5048
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 7,075 324 4.80 753 0.40 0.0109
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 6,751 1,907 39.37 749 79.62 0.0099
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 4,844 3,880 402.49 417 373.86 0.0060
2022-08-11 2022-06-30 13F MERCK & CO. COM 58933Y105 964 964 88 0.0012
2020-05-14 2020-03-31 13F MERCK COM 58933Y105 0 -30,000 -100.00 0 -100.00
2020-02-14 2019-12-31 13F MERCK COM 58933Y105 30,000 30,000 2,729 0.0433
2019-08-14 2019-06-30 13F MERCK COM 58933Y105 0 -15,000 -100.00 0 -100.00
2019-05-15 2019-03-31 13F MERCK COM 58933Y105 15,000 0 0.00 1,248 8.90 0.0687
2019-02-12 2018-12-31 13F MERCK COM 58933Y105 15,000 2,500 20.00 1,146 29.20 0.0753
2018-11-13 2018-09-30 13F MERCK COM 58933Y105 12,500 0 0.00 887 16.86 0.0563
2018-08-07 2018-06-30 13F MERCK COM 58933Y105 12,500 0 0.00 759 11.45 0.0647
2018-05-09 2018-03-31 13F MERCK COM 58933Y105 12,500 -15,000 -54.55 681 -55.98 0.0675
2018-02-14 2017-12-31 13F MERCK COM 58933Y105 27,500 0 0.00 1,547 -12.15 0.1616
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 27,500 0 0.00 1,761 -0.06 0.1842
2017-08-14 2017-06-30 13F MERCK COM 58933Y105 27,500 0 0.00 1,762 0.86 0.2083
2017-05-11 2017-03-31 13F MERCK COM 58933Y105 27,500 0 0.00 1,747 7.91 0.2328
2017-02-10 2016-12-31 13F MERCK COM 58933Y105 27,500 -19,500 -41.49 1,619 -44.80 0.3315
2016-11-10 2016-09-30 13F Merck COM 58933Y105 47,000 0 0.00 2,933 8.31 0.5299
2016-08-12 2016-06-30 13F Merck COM 58933Y105 47,000 -13,000 -21.67 2,708 -14.71 0.5095
2016-05-16 2016-03-31 13F Merck COM 58933Y105 60,000 60,000 3,175 0.5762
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.