Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership72,670 shares
Latest Disclosed Value $ 8,741,521
Principal Securities, Inc. reports 28.68% increase in ownership of MRK / Merck & Co., Inc.

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 72,670 shares of Merck & Co., Inc. (MX:MRK) valued at $8,741,521 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 56,475 shares of Merck & Co., Inc.. This represents a change in shares of 28.68% 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)
2026-05-13 2026-03-31 13F MERCK COM 58933Y105 72,670 16,195 28.68 8,742 47.06 0.1282
2026-02-12 2025-12-31 13F MERCK COM 58933Y105 56,475 9,229 19.53 5,945 49.91 0.0917
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 47,246 5,794 13.98 3,965 20.85 0.0653
2025-08-11 2025-06-30 13F MERCK COM 58933Y105 41,452 -8,668 -17.29 3,281 -34.18 0.0617
2025-04-30 2025-03-31 13F MERCK COM 58933Y105 50,120 50 0.10 4,986 0.10 0.1116
2025-01-30 2024-12-31 13F MERCK COM 58933Y105 50,070 -2,228 -4.26 4,981 -16.13 0.1122
2024-10-28 2024-09-30 13F MERCK COM 58933Y105 52,298 617 1.19 5,939 -7.19 0.1436
2024-07-31 2024-06-30 13F MERCK COM 58933Y105 51,681 7,882 18.00 6,398 10.71 0.1763
2024-05-10 2024-03-31 13F MERCK COM 58933Y105 43,799 4,041 10.16 5,779 33.34 0.1800
2024-05-10 2023-12-31 13F/A-1 MERCK COM 58933Y105 39,758 39,758 4,334 0.1614
2024-02-07 2023-12-31 13F MERCK COM 58933Y105 39,758 39,758 4,334 0.1614
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.