Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionRehmann Capital Advisory Group
Latest Disclosed Ownership29,158 shares
Latest Disclosed Value $ 3,507,437
Rehmann Capital Advisory Group reports 3.03% increase in ownership of MRK / Merck & Co., Inc.

On May 15, 2026 - Rehmann Capital Advisory Group filed a 13F-HR form disclosing ownership of 29,158 shares of Merck & Co., Inc. (MX:MRK) valued at $3,507,437 USD as of March 31, 2026. The entity filed a previous 13F-HR on March 4, 2026 disclosing 28,301 shares of Merck & Co., Inc.. This represents a change in shares of 3.03% 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)
2026-05-15 2026-03-31 13F MERCK COM 58933Y105 29,158 857 3.03 3,507 17.76 0.1826
2026-03-04 2025-12-31 13F MERCK COM 58933Y105 28,301 -2,059 -6.78 2,979 17.34 0.1552
2025-11-13 2025-09-30 13F MERCK COM 58933Y105 30,360 -2,844 -8.57 2,539 -3.42 0.1390
2025-07-30 2025-06-30 13F MERCK COM 58933Y105 33,204 409 1.25 2,629 -10.73 0.1592
2025-04-30 2025-03-31 13F MERCK COM 58933Y105 32,795 -164 -0.50 2,944 -10.19 0.1853
2025-02-14 2024-12-31 13F MERCK COM 58933Y105 32,959 102 0.31 3,279 -12.14 0.2078
2024-11-18 2024-09-30 13F MERCK COM 58933Y105 32,857 2,707 8.98 3,731 -0.03 0.2439
2024-08-12 2024-06-30 13F MERCK COM 58933Y105 30,150 3,551 13.35 3,733 6.36 0.2675
2024-05-03 2024-03-31 13F MERCK COM 58933Y105 26,599 -195 -0.73 3,510 20.13 0.2617
2024-02-13 2023-12-31 13F MERCK COM 58933Y105 26,794 -59 -0.22 2,921 5.68 0.2421
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 26,853 -357 -1.31 2,765 -11.95 0.2574
2023-08-23 2023-06-30 13F/A-1 MERCK&COINC COM 58933Y105 27,210 -122 -0.45 3,140 7.98 0.2815
2023-08-15 2023-06-30 13F MERCK COM 58933Y105 27,332 0 2,908 0.2735
2023-05-12 2023-03-31 13F MERCK COM 58933Y105 27,332 -443 -1.59 2,908 -5.65 0.2735
2023-02-10 2022-12-31 13F MERCK COM 58933Y105 27,775 576 2.12 3,082 31.55 0.3158
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 27,199 -1,001 -3.55 2,342 -8.91 0.2597
2022-08-12 2022-06-30 13F MERCK COM 58933Y105 28,200 1,276 4.74 2,571 16.39 0.2829
2022-06-03 2022-03-31 13F MERCK COM 58933Y105 26,924 1,477 5.80 2,209 13.28 0.2099
2022-03-02 2021-12-31 13F MERCK MRK 58933Y105 25,447 -266 -1.03 1,950 1.09 0.1813
2021-11-16 2021-09-30 13F MERCK COM 58933Y105 25,713 -205 -0.79 1,929 -4.32 0.1828
2021-08-13 2021-06-30 13F MERCK COM 58933Y105 25,918 -1,332 -4.89 2,016 -4.05 0.1949
2021-05-26 2021-03-31 13F MERCK & CO. COM 58933Y105 27,250 1,434 5.55 2,101 -0.47 0.2149
2021-02-19 2020-12-31 13F MERCK & CO. COM 58933Y105 25,816 -66 -0.26 2,112 -1.68 0.2384
2020-11-19 2020-09-30 13F MERCK & CO. COM 58933Y105 25,882 666 2.64 2,147 10.05 0.2723
2020-11-20 2020-06-30 13F/A-1 MERCK & CO. COM 58933Y105 25,216 -492 -1.91 1,951 -1.41 0.2662
2020-08-25 2020-06-30 13F MERCK &CO. COM 58933Y105 9,008 0 693 366,106.4015
2020-11-20 2020-03-31 13F/A-1 MERCK & CO. COM 58933Y105 25,708 -805 -3.04 1,979 -11.34 0.3229
2020-08-24 2020-03-31 13F MERCK &CO. COM 58933Y105 9,008 -17,505 693 386,636.5101
2020-01-02 2019-09-30 13F MERCK COM 58933Y105 26,513 -606 -2.23 2,232 -1.80 0.2700
2019-08-27 2019-06-30 13F MERCK COM 58933Y105 27,119 2,519 10.24 2,274 11.09 0.2800
2019-05-22 2019-03-31 13F MERCK COM 58933Y105 24,600 51 0.21 2,046 9.12 0.2773
2019-02-12 2018-12-31 13F MERCK COM 58933Y105 24,549 6,810 38.39 1,876 49.05 0.2815
2018-12-07 2018-09-30 13F/A-1 MERCK&COINC COM 58933Y105 17,739 -1,584 -8.20 1,258 15.94 0.1735
2018-11-20 2018-09-30 13F MERCK&COINC COM 58933Y105 1,256,333 1,237,010 1,114
2018-09-20 2018-06-30 13F MERCK COM 58933Y105 19,323 3,638 23.19 1,086 27.05 0.1576
2018-04-24 2018-03-31 13F MERCK COM 58933Y105 15,685 -801 -4.86 854 -7.97 0.1329
2018-02-22 2017-12-31 13F MERCK COM 58933Y105 16,486 -1,552 -8.60 928 -19.65 0.1565
2017-10-25 2017-09-30 13F MERCK COM 58933Y105 18,038 2,786 18.27 1,155 18.22 0.2082
2017-07-19 2017-06-30 13F MERCK COM 58933Y105 15,252 -3,442 -18.41 977 -17.76 0.1867
2017-04-24 2017-03-31 13F MERCK COM 58933Y105 18,694 477 2.62 1,188 10.82 0.1983
2017-02-13 2016-12-31 13F MERCK COM 58933Y105 18,217 1,198 7.04 1,072 0.94 0.1962
2016-10-26 2016-09-30 13F MERCK COM 58933Y105 17,019 -3,614 -17.52 1,062 -10.68 0.2058
2016-07-25 2016-06-30 13F MERCK COM 58933Y105 20,633 -4,764 -18.76 1,189 -11.53 0.2226
2016-05-09 2016-03-31 13F MERCK & CO INC COM 58933Y105 25,397 4,372 20.79 1,344 20.97 0.2617
2016-02-11 2015-12-31 13F MERCK & CO INC COM 58933Y105 21,025 -255 -1.20 1,111 5.71 0.2334
2015-11-12 2015-09-30 13F MERCK & CO INC COM 58933Y105 21,280 -3,742 -14.95 1,051 -26.19 0.2377
2015-07-08 2015-06-30 13F MERCK & CO INC COM 58933Y105 25,022 1,924 8.33 1,424 7.23 0.3250
2015-04-14 2015-03-31 13F MERCK & CO INC COM 58933Y105 23,098 -173 -0.74 1,328 0.45 0.3013
2015-03-09 2014-12-31 13F/A-1 MERCK & CO INC COM 58933Y105 23,271 925 4.14 1,322 -0.23 0.3043
2015-09-01 2014-09-30 13F MERCK & CO INC COM 58933Y105 22,346 -181 -0.80 1,325 1.69 0.3138
2015-09-01 2014-06-30 13F MERCK & CO INC COM 58933Y105 22,527 437 1.98 1,303 3.91 0.3111
2015-08-31 2014-03-31 13F MERCK & CO INC COM 58933Y105 22,090 -3,100 -12.31 1,254 -0.56 0.3389
2015-08-31 2013-12-31 13F MERCK & CO INC COM 58933Y105 25,190 1,207 5.03 1,261 10.42 0.3815
2015-08-31 2013-09-30 13F MERCK & CO INC COM 58933Y105 23,983 -251 -1.04 1,142 1.42 0.3694
2015-08-31 2013-06-30 13F MERCK & CO INC COM 58933Y105 24,234 3,776 18.46 1,126 24.56 0.3908
2015-08-31 2013-03-31 13F MERCK & CO INC COM 58933Y105 20,458 275 1.36 904 9.44 0.3235
2015-08-31 2012-12-31 13F MERCK & CO INC COM 58933Y105 20,183 5,127 34.05 826 21.65 0.3290
2015-08-31 2012-09-30 13F MERCK & CO INC COM 58933Y105 15,056 4,342 40.53 679 51.90 0.2494
2015-08-31 2012-06-30 13F MERCK & CO INC COM 58933Y105 10,714 625 6.19 447 15.50 0.1469
2015-08-31 2012-03-31 13F MERCK & CO INC COM 58933Y105 10,089 443 4.59 387 6.32 0.1177
2015-08-31 2011-12-31 13F MERCK & CO INC COM 58933Y105 9,646 -298 -3.00 364 12.00 0.1167
2015-08-31 2011-09-30 13F MERCK & CO INC COM 58933Y105 9,944 -3,949 -28.42 325 -33.67 0.1189
2015-08-31 2011-06-30 13F MERCK & CO INC COM 58933Y105 13,893 -3,828 -21.60 490 -16.24 0.1519
2015-08-31 2011-03-31 13F MERCK & CO INC COM 58933Y105 17,721 -27,138 -60.50 585 -63.82 0.2033
2015-08-31 2010-12-31 13F MERCK & CO INC COM 58933Y105 44,859 -2,930 -6.13 1,617 -8.07 0.8855
2015-08-31 2010-09-30 13F MERCK & CO INC COM 58933Y105 47,789 20,921 77.87 1,759 87.13 1.1268
2015-08-31 2010-06-30 13F MERCK & CO INC COM 58933Y105 26,868 -23 -0.09 940 -6.37 0.6985
2015-08-27 2010-03-31 13F MERCK & CO INC COM 58933Y105 26,891 13,160 95.84 1,004 100.00 0.6141
2015-08-27 2009-12-31 13F MERCK & CO INC COM 58933Y105 13,731 13,731 502 0.3247
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.