Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership87,713 shares
Latest Disclosed Value $ 9,232,643
Global Retirement Partners, LLC reports 110.36% increase in ownership of MRK / Merck & Co., Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 87,713 shares of Merck & Co., Inc. (MX:MRK) valued at $9,232,643 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 41,697 shares of Merck & Co., Inc.. This represents a change in shares of 110.36% 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.

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)
2026-02-06 2025-12-31 13F MERCK COM 58933Y105 87,713 46,016 110.36 9,233 163.85 0.1638
2025-10-21 2025-09-30 13F MERCK COM 58933Y105 41,697 -958 -2.25 3,500 3.64 0.0783
2025-08-12 2025-06-30 13F MERCK COM 58933Y105 42,655 -4,189 -8.94 3,377 -27.55 0.0837
2025-01-31 2024-12-31 13F MERCK COM 58933Y105 46,844 2,542 5.74 4,660 -7.36 0.1335
2024-10-16 2024-09-30 13F MERCK COM 58933Y105 44,302 -297 -0.67 5,031 -8.89 0.1520
2024-07-23 2024-06-30 13F MERCK COM 58933Y105 44,599 8,561 23.76 5,521 16.11 0.1729
2024-04-23 2024-03-31 13F MERCK COM 58933Y105 36,038 -613 -1.67 4,755 9.51 0.1773
2024-01-18 2023-12-31 13F MERCK COM 58933Y105 36,651 -129 -0.35 4,343 15.57 0.1817
2023-10-13 2023-09-30 13F MERCK COM 58933Y105 36,780 415 1.14 3,758 -10.46 0.1893
2023-07-20 2023-06-30 13F MERCK COM 58933Y105 36,365 -984 -2.63 4,196 -4.96 0.2049
2023-05-08 2023-03-31 13F MERCK COM 58933Y105 37,349 7,709 26.01 4,415 34.28 0.2345
2023-02-13 2022-12-31 13F MERCK COM 58933Y105 29,640 5,928 25.00 3,289 37.00 0.2259
2022-11-03 2022-09-30 13F MERCK COM 58933Y105 23,712 5,523 30.36 2,400 44.75 0.1817
2022-07-15 2022-06-30 13F MERCK COM 58933Y105 18,189 -1,644 -8.29 1,658 -11.67 0.1332
2022-07-14 2022-03-31 13F MERCK COM 58933Y105 19,833 19,833 1,877 0.1475
2022-01-21 2021-12-31 13F MERCK COM 58933Y105 0 -13,310 -100.00 0 -100.00
2021-10-22 2021-09-30 13F MERCK COM 58933Y105 13,310 487 3.80 1,000 0.30 0.0989
2021-07-15 2021-06-30 13F MERCK COM 58933Y105 12,823 -1,082 -7.78 997 -7.00 0.1021
2021-04-14 2021-03-31 13F MERCK & CO. COM 58933Y105 13,905 99 0.72 1,072 -5.05 0.1255
2021-01-13 2020-12-31 13F MERCK & CO. COM 58933Y105 13,806 553 4.17 1,129 2.73 0.1414
2020-10-09 2020-09-30 13F MERCK & CO. COM 58933Y105 13,253 651 5.17 1,099 12.83 0.1609
2020-07-13 2020-06-30 13F MERCK & CO. COM 58933Y105 12,602 -795 -5.93 974 -5.53 0.1554
2020-04-28 2020-03-31 13F MERCK & CO. COM 58933Y105 13,397 -2,757 -17.07 1,031 -29.82 0.1950
2020-01-23 2019-12-31 13F MERCK COM 58933Y105 16,154 590 3.79 1,469 12.14 0.2250
2019-11-19 2019-09-30 13F MERCK COM 58933Y105 15,564 8,445 118.63 1,310 119.43 0.2153
2019-11-19 2019-06-30 13F MERCK COM 58933Y105 7,119 999 16.32 597 17.29 0.1143
2019-05-07 2019-03-31 13F MERCK COM 58933Y105 6,120 131 2.19 509 11.14 0.1231
2019-02-22 2018-12-31 13F MERCK COM 58933Y105 5,989 430 7.74 458 16.24 0.1170
2018-10-17 2018-09-30 13F MERCK COM 58933Y105 5,559 -284 -4.86 394 10.99 0.0891
2018-08-13 2018-06-30 13F MERCK COM 58933Y105 5,843 -303 -4.93 355 5.97 0.0898
2018-08-10 2018-03-31 13F MERCK COM 58933Y105 6,146 758 14.07 335 10.56 0.0923
2018-08-13 2017-12-31 13F MERCK COM 58933Y105 5,388 343 6.80 303 -6.19 0.0833
2018-08-10 2017-09-30 13F MERCK COM 58933Y105 5,045 329 6.98 323 6.95 0.1335
2018-08-10 2017-06-30 13F MERCK COM 58933Y105 4,716 572 13.80 302 14.83 0.1420
2018-08-10 2017-03-31 13F MERCK COM 58933Y105 4,144 -159 -3.70 263 3.95 0.1470
2018-08-10 2016-12-31 13F MERCK COM 58933Y105 4,303 4,303 253 0.1700
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.