Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership3,852,976 shares
Latest Disclosed Value $ 463,474,518
Envestnet Asset Management Inc reports 20.24% increase in ownership of MRK / Merck & Co., Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 3,852,976 shares of Merck & Co., Inc. (MX:MRK) valued at $463,474,518 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 3,204,340 shares of Merck & Co., Inc.. This represents a change in shares of 20.24% 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)
2026-05-04 2026-03-31 13F MERCK COM 58933Y105 3,852,976 648,636 20.24 463,475 37.41 0.1241
2026-02-10 2025-12-31 13F MERCK COM 58933Y105 3,204,340 -191,701 -5.64 337,289 18.33 0.1001
2025-11-05 2025-09-30 13F MERCK COM 58933Y105 3,396,041 -349,341 -9.33 285,030 -3.86 0.0820
2025-08-01 2025-06-30 13F MERCK COM 58933Y105 3,745,382 -1,299,458 -25.76 296,484 -34.53 0.0865
2025-04-29 2025-03-31 13F MERCK COM 58933Y105 5,044,840 -1,414,814 -21.90 452,825 -29.53 0.1460
2025-02-13 2024-12-31 13F MERCK COM 58933Y105 6,459,654 -1,047,317 -13.95 642,606 -24.62 0.2063
2024-11-07 2024-09-30 13F MERCK COM 58933Y105 7,506,971 -186,094 -2.42 852,492 -10.49 0.2752
2024-08-08 2024-06-30 13F MERCK COM 58933Y105 7,693,065 64,996 0.85 952,402 -5.38 0.3318
2024-05-13 2024-03-31 13F MERCK COM 58933Y105 7,628,069 469,444 6.56 1,006,524 28.97 0.3758
2024-02-13 2023-12-31 13F MERCK COM 58933Y105 7,158,625 -71,103 -0.98 780,433 4.85 0.3227
2023-11-13 2023-09-30 13F MERCK COM 58933Y105 7,229,728 1,177,722 19.46 744,301 6.58 0.3406
2023-08-04 2023-06-30 13F MERCK COM 58933Y105 6,052,006 -5,608,039 -48.10 698,341 4.94 0.3095
2023-05-11 2023-03-31 13F MERCK COM 58933Y105 11,660,045 5,258,142 82.13 665,453 -6.31 0.3197
2023-02-07 2022-12-31 13F MERCK COM 58933Y105 6,401,903 94,792 1.50 710,291 30.77 0.3677
2022-11-10 2022-09-30 13F MERCK COM 58933Y105 6,307,111 266,784 4.42 543,168 -1.37 0.3101
2022-08-03 2022-06-30 13F MERCK COM 58933Y105 6,040,327 1,249,269 26.08 550,697 40.09 0.3078
2022-05-04 2022-03-31 13F MERCK COM 58933Y105 4,791,058 371,549 8.41 393,106 16.06 0.1978
2022-02-04 2021-12-31 13F MERCK COM 58933Y105 4,419,509 34,326 0.78 338,711 2.84 0.1675
2021-10-07 2021-09-30 13F MERCK COM 58933Y105 4,385,183 92,247 2.15 329,371 -1.35 0.1809
2021-08-04 2021-06-30 13F MERCK COM 58933Y105 4,292,936 350,661 8.89 333,862 9.86 0.1896
2021-05-04 2021-03-31 13F MERCK & CO. COM 58933Y105 3,942,275 1,033,021 35.51 303,910 27.71 0.1974
2021-02-02 2020-12-31 13F MERCK & CO. COM 58933Y105 2,909,254 241,492 9.05 237,962 7.53 0.1796
2020-10-09 2020-09-30 13F MERCK & CO. COM 58933Y105 2,667,762 160,796 6.41 221,291 14.15 0.1960
2020-07-08 2020-06-30 13F MERCK & CO. COM 58933Y105 2,506,966 346,731 16.05 193,862 16.64 0.1896
2020-04-23 2020-03-31 13F MERCK & CO. COM 58933Y105 2,160,235 551,464 34.28 166,208 13.59 0.1970
2020-02-11 2019-12-31 13F MERCK COM 58933Y105 1,608,771 218,920 15.75 146,318 25.06 0.1544
2019-10-17 2019-09-30 13F MERCK COM 58933Y105 1,389,851 95,250 7.36 116,998 7.78 0.1279
2019-08-02 2019-06-30 13F MERCK COM 58933Y105 1,294,601 -24,803 -1.88 108,552 -1.08 0.1367
2019-05-10 2019-03-31 13F MERCK COM 58933Y105 1,319,404 -31,724 -2.35 109,735 6.29 0.1505
2019-02-12 2018-12-31 13F MERCK COM 58933Y105 1,351,128 1,318,713 4,068.22 103,240 4,388.70 0.1597
2018-11-14 2018-09-30 13F MERCK COM 58933Y105 32,415 -382,330 -92.18 2,300 -90.86 0.0040
2018-08-10 2018-06-30 13F MERCK COM 58933Y105 414,745 125,924 43.60 25,173 59.03 0.0575
2018-05-09 2018-03-31 13F MERCK COM 58933Y105 288,821 -450,728 -60.95 15,829 -61.96 0.0448
2018-02-20 2017-12-31 13F MERCK COM 58933Y105 739,549 59,704 8.78 41,614 -4.40 0.0926
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 679,845 -134,523 -16.52 43,531 -16.59 0.1042
2017-08-14 2017-06-30 13F MERCK COM 58933Y105 814,368 -13,206 -1.60 52,189 -0.74 0.1443
2017-05-09 2017-03-31 13F MERCK COM 58933Y105 827,574 -16,695 -1.98 52,578 5.78 0.1683
2017-02-14 2016-12-31 13F MERCK COM 58933Y105 844,269 43,058 5.37 49,705 -0.60 0.1803
2016-11-14 2016-09-30 13F MERCK COM 58933Y105 801,211 -401,506 -33.38 50,004 -27.83 0.1936
2016-08-15 2016-06-30 13F MERCK COM 58933Y105 1,202,717 95,475 8.62 69,289 18.27 0.2763
2016-05-16 2016-03-31 13F MERCK & CO INC COM 58933Y105 1,107,242 72,808 7.04 58,584 7.22 0.2523
2016-02-16 2015-12-31 13F MERCK & CO INC COM 58933Y105 1,034,434 151,669 17.18 54,639 25.32 0.2481
2015-11-13 2015-09-30 13F MERCK & CO INC COM 58933Y105 882,765 19,453 2.25 43,600 -11.29 0.2165
2015-08-13 2015-06-30 13F MERCK & CO INC COM 58933Y105 863,312 -117,471 -11.98 49,148 -12.82 0.2338
2015-05-15 2015-03-31 13F MERCK & CO INC COM 58933Y105 980,783 899,877 1,112.25 56,375 1,126.88 0.2915
2015-02-12 2014-12-31 13F Merck COM 58933Y105 80,906 7,702 10.52 4,595 5.88 0.0467
2014-11-13 2014-09-30 13F Merck COM 58933Y105 73,204 17,434 31.26 4,340 34.53 0.0437
2014-08-14 2014-06-30 13F * MERCK & CO INC COM 58933Y105 55,770 13,185 30.96 3,226 33.42 0.0336
2014-05-12 2014-03-31 13F Merck COM 58933Y105 42,585 6,793 18.98 2,418 35.01 0.0268
2014-02-12 2013-12-31 13F Merck COM 58933Y105 35,792 -468 -1.29 1,791 3.77 0.0205
2013-11-12 2013-09-30 13F Merck COM 58933Y105 36,260 -3,715 -9.29 1,726 -7.05 0.0211
2013-08-09 2013-06-30 13F Merck COM 58933Y105 39,975 39,975 1,857 0.0240
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.