Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionAllworth Financial LP
Latest Disclosed Ownership262,901 shares
Latest Disclosed Value $ 31,624,407
Allworth Financial LP reports 24.05% increase in ownership of 6MK / Merck & Co., Inc.

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 262,901 shares of Merck & Co., Inc. (BG:6MK) valued at $31,624,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 211,931 shares of Merck & Co., Inc.. This represents a change in shares of 24.05% 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.

Upgrade to unlock premium data and export to Excel .

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 262,901 50,970 24.05 31,624 41.77 0.1280
2026-02-05 2025-12-31 13F MERCK COM 58933Y105 211,931 88,256 71.36 22,308 114.90 0.0914
2025-12-02 2025-09-30 13F MERCK COM 58933Y105 123,675 3,804 3.17 10,380 9.40 0.0458
2025-08-07 2025-06-30 13F MERCK COM 58933Y105 119,871 15,679 15.05 9,489 14.07 0.0454
2025-04-30 2025-03-31 13F MERCK COM 58933Y105 104,192 12,942 14.18 8,319 -4.72 0.0469
2025-01-30 2024-12-31 13F MERCK COM 58933Y105 91,250 22,006 31.78 8,731 11.03 0.0480
2024-10-23 2024-09-30 13F MERCK COM 58933Y105 69,244 5,424 8.50 7,863 -2.03 0.0479
2024-07-24 2024-06-30 13F MERCK COM 58933Y105 63,820 13,232 26.16 8,027 20.24 0.0518
2024-04-25 2024-03-31 13F MERCK COM 58933Y105 50,588 3,704 7.90 6,675 30.60 0.0472
2024-01-24 2023-12-31 13F MERCK COM 58933Y105 46,884 3,173 7.26 5,111 13.58 0.0391
2023-10-31 2023-09-30 13F MERCK COM 58933Y105 43,711 2,351 5.68 4,500 -5.70 0.0386
2023-07-18 2023-06-30 13F MERCK COM 58933Y105 41,360 -55 -0.13 4,773 8.31 0.0405
2023-04-18 2023-03-31 13F MERCK COM 58933Y105 41,415 4,336 11.69 4,406 7.12 0.0442
2023-01-13 2022-12-31 13F MERCK COM 58933Y105 37,079 -1,172 -3.06 4,114 24.86 0.0456
2022-11-14 2022-09-30 13F/A-1 MERCK COM 58933Y105 38,251 3,311 9.48 3,294 3.42 0.0416
2022-10-18 2022-09-30 13F MERCK COM 58933Y105 38,251 3,311 3,294 0.0416
2022-07-13 2022-06-30 13F MERCK COM 58933Y105 34,940 4,433 14.53 3,185 27.25 0.0436
2022-04-22 2022-03-31 13F MERCK COM 58933Y105 30,507 5,080 19.98 2,503 28.42 0.0319
2022-01-21 2021-12-31 13F MERCK COM 58933Y105 25,427 185 0.73 1,949 2.80 0.0276
2021-11-02 2021-09-30 13F MERCK COM 58933Y105 25,242 2,159 9.35 1,896 5.63 0.0316
2021-08-02 2021-06-30 13F MERCK COM 58933Y105 23,083 1,017 4.61 1,795 5.53 0.0332
2021-04-29 2021-03-31 13F MERCK & CO. COM 58933Y105 22,066 2,313 11.71 1,701 5.26 0.0349
2021-01-26 2020-12-31 13F MERCK & CO. COM 58933Y105 19,753 1,305 7.07 1,616 5.62 0.0424
2020-11-03 2020-09-30 13F MERCK & CO. COM 58933Y105 18,448 -215 -1.15 1,530 6.03 0.0461
2020-07-24 2020-06-30 13F MERCK & CO. COM 58933Y105 18,663 2,170 13.16 1,443 13.71 0.0445
2020-04-17 2020-03-31 13F MERCK & CO. COM 58933Y105 16,493 1,438 9.55 1,269 -7.30 0.0422
2020-01-16 2019-12-31 13F MERCK COM 58933Y105 15,055 8,777 139.81 1,369 159.28 0.0481
2019-10-09 2019-09-30 13F MERCK COM 58933Y105 6,278 119 1.93 528 2.33 0.0201
2019-07-25 2019-06-30 13F MERCK COM 58933Y105 6,159 -2,609 -29.76 516 -29.22 0.0201
2019-05-07 2019-03-31 13F MERCK COM 58933Y105 8,768 -758 -7.96 729 0.14 0.0316
2019-02-11 2018-12-31 13F MERCK COM 58933Y105 9,526 2,299 31.81 728 41.91 0.0359
2018-10-29 2018-09-30 13F MERCK COM 58933Y105 7,227 -119 -1.62 513 15.02 0.0232
2018-08-08 2018-06-30 13F MERCK COM 58933Y105 7,346 -131 -1.75 446 9.58 0.0213
2018-05-01 2018-03-31 13F MERCK COM 58933Y105 7,477 -6 -0.08 407 -3.33 0.0314
2018-02-21 2017-12-31 13F MERCK COM 58933Y105 7,483 -54 -0.72 421 -12.84 0.0328
2017-10-12 2017-09-30 13F MERCK COM 58933Y105 7,537 -125 -1.63 483 -1.63 0.0398
2017-08-07 2017-06-30 13F MERCK COM 58933Y105 7,662 3,019 65.02 491 66.44 0.0434
2017-05-09 2017-03-31 13F MERCK COM 58933Y105 4,643 76 1.66 295 9.67 0.0278
2017-02-02 2016-12-31 13F MERCK COM 58933Y105 4,567 -43 -0.93 269 -6.60 0.0273
2017-02-07 2016-09-30 13F MERCK COM 58933Y105 4,610 437 10.47 288 20.00 0.0303
2016-08-22 2016-06-30 13F MERCK COM 58933Y105 4,173 616 17.32 240 27.66 0.0269
2016-05-16 2016-03-31 13F MERCK & CO INC COM 58933Y105 3,557 228 6.85 188 6.82 0.0235
2016-02-16 2015-12-31 13F MERCK & CO INC COM 58933Y105 3,329 -299 -8.24 176 -1.68 0.0318
2015-10-30 2015-09-30 13F MERCK & CO INC COM 58933Y105 3,628 3 0.08 179 -13.11 0.0637
2015-08-06 2015-06-30 13F MERCK & CO INC COM 58933Y105 3,625 921 34.06 206 32.90 0.0735
2015-06-01 2015-03-31 13F MERCK & CO INC COM 58933Y105 2,704 2,704 0.00 155 0.0576
2015-03-09 2014-12-31 13F/A-2 MERCK & CO INC. COM Total Common Stock 58933Y105 0 -11,819 -100.00 0 -100.00
2015-03-09 2014-09-30 13F/A-1 MERCK & CO INC. COM Total Common Stock 58933Y105 11,819 11,819 700 0.2722
2014-10-08 2014-09-30 13F MERCK & CO INC. COM Total Common Stock 58933Y105 11,819 11,819 700 0.2717
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.