Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionNadler Financial Group, Inc.
Latest Disclosed Ownership5,853 shares
Latest Disclosed Value $ 704,036
Nadler Financial Group, Inc. reports 0.74% increase in ownership of MRK / Merck & Co., Inc.

On May 4, 2026 - Nadler Financial Group, Inc. filed a 13F-HR form disclosing ownership of 5,853 shares of Merck & Co., Inc. (MX:MRK) valued at $704,036 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 5,810 shares of Merck & Co., Inc.. This represents a change in shares of 0.74% 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 Stock 58933Y105 5,853 43 0.74 704 15.22 0.0679
2026-01-28 2025-12-31 13F Merck Stock 58933Y105 5,810 -95 -1.61 612 23.43 0.0569
2025-10-30 2025-09-30 13F Merck Stock 58933Y105 5,905 111 1.92 496 8.08 0.0472
2025-07-28 2025-06-30 13F Merck Stock 58933Y105 5,794 11 0.19 459 -11.75 0.0470
2025-04-24 2025-03-31 13F MERCK COM 58933Y105 5,783 -996 -14.69 519 -23.00 0.0575
2025-01-24 2024-12-31 13F MERCK COM 58933Y105 6,779 -117 -1.70 674 -13.92 0.0710
2024-10-28 2024-09-30 13F MERCK COM 58933Y105 6,896 632 10.09 783 1.03 0.0863
2024-07-22 2024-06-30 13F MERCK COM 58933Y105 6,264 7 0.11 775 -6.06 0.0911
2024-04-26 2024-03-31 13F MERCK COM 58933Y105 6,257 -496 -7.34 826 12.09 0.1018
2024-02-02 2023-12-31 13F MERCK COM 58933Y105 6,753 222 3.40 736 9.52 0.0992
2023-10-24 2023-09-30 13F MERCK COM 58933Y105 6,531 8 0.12 672 -10.64 0.1018
2023-07-31 2023-06-30 13F MERCK COM 58933Y105 6,523 6 0.09 753 8.51 0.1100
2023-04-19 2023-03-31 13F MERCK COM 58933Y105 6,517 -193 -2.88 693 -6.85 0.1103
2023-01-30 2022-12-31 13F MERCK COM 58933Y105 6,710 -22 -0.33 744 28.28 0.1300
2022-10-31 2022-09-30 13F MERCK COM 58933Y105 6,732 -22 -0.33 580 -5.84 0.1104
2022-07-20 2022-06-30 13F MERCK COM 58933Y105 6,754 533 8.57 616 20.78 0.1134
2022-05-05 2022-03-31 13F MERCK & CO INC COM 58933Y105 6,221 -384 -5.81 510 0.79 0.0799
2022-01-18 2021-12-31 13F MERCK & CO INC COM 58933Y105 6,605 -551 -7.70 506 -5.77 0.0748
2021-10-13 2021-09-30 13F MERCK & CO INC COM 58933Y105 7,156 10 0.14 537 -3.42 0.0876
2021-07-16 2021-06-30 13F MERCK & CO INC COM 58933Y105 7,146 -422 -5.58 556 -4.63 0.0910
2021-04-14 2021-03-31 13F MERCK & CO INC COM 58933Y105 7,568 -966 -11.32 583 -16.48 0.1042
2021-01-26 2020-12-31 13F MERCK & CO INC COM 58933Y105 8,534 -197 -2.26 698 -3.59 0.1334
2020-10-07 2020-09-30 13F MERCK & CO INC COM 58933Y105 8,731 914 11.69 724 19.87 0.1604
2020-07-09 2020-06-30 13F MERCK & CO INC COM 58933Y105 7,817 8 0.10 604 0.50 0.1510
2020-04-09 2020-03-31 13F MERCK & CO INC COM 58933Y105 7,809 -1,744 -18.26 601 -30.84 0.1847
2020-01-08 2019-12-31 13F MERCK & CO INC COM 58933Y105 9,553 1,744 22.33 869 32.27 0.2147
2019-10-02 2019-09-30 13F MERCK & CO INC COM 58933Y105 7,809 69 0.89 657 1.23 0.1830
2019-07-16 2019-06-30 13F MERCK & CO INC COM 58933Y105 7,740 294 3.95 649 4.85 0.1877
2019-04-04 2019-03-31 13F MERCK & CO INC COM 58933Y105 7,446 374 5.29 619 14.63 0.1972
2019-01-17 2018-12-31 13F MERCK & CO INC COM 58933Y105 7,072 6 0.08 540 7.78 0.1772
2018-10-09 2018-09-30 13F MERCK & CO INC COM 58933Y105 7,066 -259 -3.54 501 12.58 0.1355
2018-07-09 2018-06-30 13F MERCK & CO INC COM 58933Y105 7,325 134 1.86 445 13.52 0.1260
2018-04-05 2018-03-31 13F MERCK & CO INC COM 58933Y105 7,191 -1,113 -13.40 392 -16.06 0.1207
2018-01-12 2017-12-31 13F MERCK & CO INC COM 58933Y105 8,304 273 3.40 467 -9.14 0.1425
2017-10-11 2017-09-30 13F MERCK & CO INC COM 58933Y105 8,031 -245 -2.96 514 -3.02 0.1694
2017-07-13 2017-06-30 13F MERCK & CO INC COM 58933Y105 8,276 -1,229 -12.93 530 -12.25 0.1804
2017-04-07 2017-03-31 13F MERCK & CO INC COM 58933Y105 9,505 -1,325 -12.23 604 -5.33 0.2107
2017-01-18 2016-12-31 13F MERCK & CO INC COM 58933Y105 10,830 726 7.19 638 1.11 0.2366
2016-10-07 2016-09-30 13F MERCK & CO INC COM 58933Y105 10,104 357 3.66 631 12.28 0.2485
2016-07-07 2016-06-30 13F MERCK & CO INC COM 58933Y105 9,747 7 0.07 562 9.13 0.2371
2016-04-05 2016-03-31 13F MERCK & CO INC COM 58933Y105 9,740 208 2.18 515 2.39 0.2253
2016-01-20 2015-12-31 13F MERCK & CO INC COM 58933Y105 9,532 -106 -1.10 503 5.67 0.2270
2015-10-08 2015-09-30 13F MERCK & CO INC COM 58933Y105 9,638 6 0.06 476 -13.14 0.2380
2015-07-08 2015-06-30 13F MERCK & CO INC COM 58933Y105 9,632 -722 -6.97 548 -7.90 0.2589
2015-04-13 2015-03-31 13F MERCK & CO INC COM 58933Y105 10,354 10,354 0.00 595 0.2861
2015-02-03 2014-12-31 13F MERCK & CO INC COM 58933Y105 0 -9,408 -100.00 0 -100.00
2014-10-31 2014-09-30 13F MERCK & CO INC COM 58933Y105 9,408 691 7.93 558 10.71 0.3342
2014-07-31 2014-06-30 13F MERCK & CO INC COM 58933Y105 8,717 58 0.67 504 2.44 0.3169
2014-04-03 2014-03-31 13F MERCK & CO INC COM 58933Y105 8,659 -744 -7.91 492 4.46 0.3278
2014-02-06 2013-12-31 13F MERCK & CO INC COM 58933Y105 9,403 -32 -0.34 471 4.90 0.3048
2013-10-31 2013-09-30 13F MERCK & CO INC COM 58933Y105 9,435 -3,298 -25.90 449 -24.03 0.3263
2013-08-15 2013-06-30 13F MERCK & CO INC COM 58933Y105 12,733 12,733 591 0.4166
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.