Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionFinancial Engines Advisors L.L.C.
Latest Disclosed Ownership8,345 shares
Latest Disclosed Value $ 1,003,820
Financial Engines Advisors L.L.C. reports 1.36% decrease in ownership of MRK / Merck & Co., Inc.

On May 14, 2026 - Financial Engines Advisors L.L.C. filed a 13F-HR form disclosing ownership of 8,345 shares of Merck & Co., Inc. (MX:MRK) valued at $1,003,820 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 8,460 shares of Merck & Co., Inc.. This represents a change in shares of -1.36% 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 8,345 -115 -1.36 1,004 12.70 0.0020
2026-02-12 2025-12-31 13F MERCK COM 58933Y105 8,460 -1,323 -13.52 890 8.40 0.0017
2025-11-17 2025-09-30 13F MERCK COM 58933Y105 9,783 125 1.29 821 7.32 0.0016
2025-08-14 2025-06-30 13F MERCK COM 58933Y105 9,658 2,326 31.72 765 16.26 0.0015
2025-05-12 2025-03-31 13F MERCK COM 58933Y105 7,332 -226 -2.99 658 -12.38 0.0014
2025-02-12 2024-12-31 13F MERCK COM 58933Y105 7,558 3,751 98.53 752 73.04 0.0016
2024-11-12 2024-09-30 13F MERCK COM 58933Y105 3,807 -1,448 -27.55 435 -33.44 0.0009
2024-08-14 2024-06-30 13F MERCK COM 58933Y105 5,255 540 11.45 653 4.49 0.0015
2024-05-13 2024-03-31 13F MERCK COM 58933Y105 4,715 -2,796 -37.23 624 -24.18 0.0014
2024-02-13 2023-12-31 13F MERCK Common Stock 58933Y105 7,511 4,432 143.94 823 157.99 0.0019
2023-11-13 2023-09-30 13F MERCK Common Stock 58933Y105 3,079 -208 -6.33 319 -16.27 0.0008
2023-08-11 2023-06-30 13F MERCK Common Stock 58933Y105 3,287 -9,651 -74.59 382 -72.49 0.0010
2023-05-12 2023-03-31 13F MERCK Common Stock 58933Y105 12,938 -683 -5.01 1,386 -8.88 0.0037
2023-02-14 2022-12-31 13F MERCK Common Stock 58933Y105 13,621 439 3.33 1,521 32.98 0.0043
2022-11-10 2022-09-30 13F MERCK Common Stock 58933Y105 13,182 -293 -2.17 1,143 -7.60 0.0037
2022-08-11 2022-06-30 13F Merck Common Stock 58933Y105 13,475 1,209 9.86 1,237 21.87 0.0038
2022-05-12 2022-03-31 13F Merck Common Stock 58933Y105 12,266 8,540 229.20 1,015 252.43 0.0027
2022-02-10 2021-12-31 13F Merck Common Stock 58933Y105 3,726 -330 -8.14 288 -6.19 0.0008
2021-11-12 2021-09-30 13F Merck Common Stock 58933Y105 4,056 -822 -16.85 307 -19.63 0.0009
2021-08-12 2021-06-30 13F Merck Common Stock 58933Y105 4,878 -616 -11.21 382 -10.54 0.0011
2021-05-12 2021-03-31 13F/A-1 Merck Common Stock 58933Y105 5,494 -4,718 -46.20 427 -49.29 0.0013
2021-05-12 2021-03-31 13F Merck Common Stock 58933Y105 5,494 427 0.0013
2021-02-11 2020-12-31 13F Merck Common Stock 58933Y105 10,212 1,603 18.62 842 17.11 0.0029
2020-11-12 2020-09-30 13F Merck Common Stock 58933Y105 8,609 2,557 42.25 719 52.33 0.0029
2020-08-13 2020-06-30 13F Merck Common Stock 58933Y105 6,052 6,052 472 0.0021
2019-02-08 2018-12-31 13F MERCK COM 58933Y105 0 -253 -100.00 0 -100.00
2018-11-02 2018-09-30 13F MERCK COM 58933Y105 253 253 18 0.0003
2018-05-02 2018-03-31 13F MERCK COM 58933Y105 0 -44 -100.00 0 -100.00
2018-02-02 2017-12-31 13F MERCK COM 58933Y105 44 44 2 0.0001
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.