Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionPettee Investors, Inc.
Latest Disclosed Ownership9,465 shares
Latest Disclosed Value $ 1,033,389
Pettee Investors, Inc. reports 6.67% increase in ownership of MRK / Merck & Co., Inc.

On May 4, 2026 - Pettee Investors, Inc. filed a 13F-HR form disclosing ownership of 9,465 shares of Merck & Co., Inc. (MX:MRK) valued at $1,033,389 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 8,873 shares of Merck & Co., Inc.. This represents a change in shares of 6.67% 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)
2026-05-04 2026-03-31 13F Merck COM 58933Y105 9,465 592 6.67 1,033 10.72 0.5321
2026-02-02 2025-12-31 13F Merck COM 58933Y105 8,873 157 1.80 934 27.63 0.5238
2025-11-04 2025-09-30 13F Merck COM 58933Y105 8,716 -54 -0.62 732 5.33 0.4026
2025-08-01 2025-06-30 13F Merck COM 58933Y105 8,770 0 0.00 694 -11.82 0.4152
2025-05-02 2025-03-31 13F Merck COM 58933Y105 8,770 -7,744 -46.89 787 -52.07 0.4690
2025-02-07 2024-12-31 13F Merck COM 58933Y105 16,514 0 0.00 1,643 -12.43 0.8342
2024-11-05 2024-09-30 13F Merck COM 58933Y105 16,514 0 0.00 1,875 -8.27 0.9130
2024-08-02 2024-06-30 13F Merck COM 58933Y105 16,514 -14,000 -45.88 2,044 -49.23 0.9858
2024-05-09 2024-03-31 13F Merck COM 58933Y105 30,514 -2,444 -7.42 4,026 12.05 1.7041
2024-02-07 2023-12-31 13F Merck COM 58933Y105 32,958 0 0.00 3,593 5.89 1.5873
2023-10-20 2023-09-30 13F Merck COM 58933Y105 32,958 -2,200 -6.26 3,393 -16.35 1.6124
2023-08-08 2023-06-30 13F Merck COM 58933Y105 35,158 0 0.00 4,057 8.45 1.8354
2023-05-05 2023-03-31 13F Merck COM 58933Y105 35,158 0 0.00 3,740 124,566.67 1.7921
2023-01-25 2022-12-31 13F Merck COM 58933Y105 35,158 0 0.00 4 -99.90 1.9139
2022-11-09 2022-09-30 13F Merck COM 58933Y105 35,158 -774 -2.15 3,028 -7.57 1.6276
2022-07-25 2022-06-30 13F Merck COM 58933Y105 35,932 -219 -0.61 3,276 10.41 1.6296
2022-05-16 2022-03-31 13F Merck COM 58933Y105 36,151 0 0.00 2,967 7.07 1.3044
2022-02-11 2021-12-31 13F Merck COM 58933Y105 36,151 0 0.00 2,771 2.06 1.1604
2021-11-02 2021-09-30 13F Merck COM 58933Y105 36,151 0 0.00 2,715 -3.42 1.2641
2021-08-02 2021-06-30 13F Merck COM 58933Y105 36,151 -492 -1.34 2,811 -0.50 1.3210
2021-05-03 2021-03-31 13F Merck COM 58933Y105 36,643 0 0.00 2,825 -5.74 1.3641
2021-02-08 2020-12-31 13F Merck COM 58933Y105 36,643 -50 -0.14 2,997 -1.54 1.5885
2020-11-12 2020-09-30 13F Merck COM 58933Y105 36,693 0 0.00 3,044 7.26 1.7609
2020-08-04 2020-06-30 13F Merck COM 58933Y105 36,693 0 0.00 2,838 0.50 1.7564
2020-05-12 2020-03-31 13F Merck COM 58933Y105 36,693 0 0.00 2,824 -15.37 2.0333
2020-02-14 2019-12-31 13F Merck COM 58933Y105 36,693 -150 -0.41 3,337 7.61 1.9066
2019-10-30 2019-09-30 13F Merck COM 58933Y105 36,843 -84 -0.23 3,101 0.16 1.9469
2019-08-07 2019-06-30 13F Merck COM 58933Y105 36,927 -588 -1.57 3,096 -0.77 1.9659
2019-04-26 2019-03-31 13F Merck COM 58933Y105 37,515 0 0.00 3,120 8.86 1.9685
2019-02-06 2018-12-31 13F Merck COM 58933Y105 37,515 -544 -1.43 2,866 6.15 2.0320
2018-11-02 2018-09-30 13F Merck COM 58933Y105 38,059 0 0.00 2,700 16.88 1.5944
2018-08-15 2018-06-30 13F Merck COM 58933Y105 38,059 0 0.00 2,310 11.38 1.4559
2018-05-01 2018-03-31 13F Merck COM 58933Y105 38,059 0 0.00 2,074 -3.13 1.2848
2018-02-06 2017-12-31 13F Merck COM 58933Y105 38,059 0 0.00 2,141 -12.15 1.2992
2017-11-02 2017-09-30 13F Merck COM 58933Y105 38,059 0 0.00 2,437 -0.08 1.5744
2017-08-01 2017-06-30 13F Merck COM 58933Y105 38,059 0 0.00 2,439 0.83 2.1653
2017-05-08 2017-03-31 13F Merck COM 58933Y105 38,059 0 0.00 2,419 7.99 2.1861
2017-02-01 2016-12-31 13F Merck COM 58933Y105 38,059 0 0.00 2,240 -5.68 2.1317
2016-11-02 2016-09-30 13F Merck COM 58933Y105 38,059 4 0.01 2,375 8.35 2.2971
2016-08-01 2016-06-30 13F Merck COM 58933Y105 38,055 0 0.00 2,192 8.89 2.1211
2016-05-11 2016-03-31 13F Merck COM 58933Y105 38,055 -1,824 -4.57 2,013 -4.46 2.0786
2016-02-05 2015-12-31 13F Merck COM 58933Y105 39,879 0 0.00 2,107 7.01 2.0269
2015-11-02 2015-09-30 13F Merck COM 58933Y105 39,879 1,100 2.84 1,969 -10.82 2.0601
2015-08-05 2015-06-30 13F Merck COM 58933Y105 38,779 0 0.00 2,208 -0.94 2.1481
2015-05-26 2015-03-31 13F Merck COM 58933Y105 38,779 38,779 0.00 2,229 2.1619
2015-02-04 2014-12-31 13F Merck COM 58933Y105 0 -38,779 -100.00 0 -100.00
2014-11-10 2014-09-30 13F Merck COM 58933Y105 38,779 -8,184 -17.43 2,299 -15.38 2.2585
2014-08-11 2014-06-30 13F Merck COM 58933Y105 46,963 0 0.00 2,717 1.87 2.4700
2014-05-01 2014-03-31 13F Merck COM 58933Y105 46,963 0 0.00 2,667 13.44 2.5064
2014-02-10 2013-12-31 13F Merck COM 58933Y105 46,963 46,963 2,351 2.2093
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.