Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionShufro Rose & Co Llc
Latest Disclosed Ownership14,197 shares
Latest Disclosed Value $ 1,707,759
Shufro Rose & Co Llc reports 1.27% decrease in ownership of MRK / Merck & Co., Inc.

On May 15, 2026 - Shufro Rose & Co Llc filed a 13F-HR form disclosing ownership of 14,197 shares of Merck & Co., Inc. (MX:MRK) valued at $1,707,759 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 14,380 shares of Merck & Co., Inc.. This represents a change in shares of -1.27% 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 14,197 -183 -1.27 1,708 12.82 0.1077
2026-02-09 2025-12-31 13F MERCK COM 58933Y105 14,380 -2,288 -13.73 1,514 1.14 0.1024
2025-11-12 2025-09-30 13F MERCK COM 58933Y105 16,668 0 0.00 1,496 0.00 0.1222
2025-08-11 2025-06-30 13F MERCK COM 58933Y105 16,668 0 0.00 1,496 0.00 0.1202
2025-05-08 2025-03-31 13F MERCK COM 58933Y105 16,668 -908 -5.17 1,496 -14.42 0.1182
2025-02-25 2024-12-31 13F MERCK COM 58933Y105 17,576 -7,235 -29.16 1,748 -43.08 0.1352
2024-11-12 2024-09-30 13F MERCK COM 58933Y105 24,811 0 0.00 3,072 0.00 0.2493
2024-08-13 2024-06-30 13F MERCK COM 58933Y105 24,811 1,812 7.88 3,072 1.22 0.2493
2024-05-08 2024-03-31 13F MERCK COM 58933Y105 22,999 1,700 7.98 3,035 38.41 0.2505
2024-02-05 2023-12-31 13F MERCK COM 58933Y105 21,299 -500 -2.29 2,193 -2.32 0.2082
2023-10-26 2023-09-30 13F MERCK COM 58933Y105 21,799 -164 -0.75 2,244 -11.44 0.2117
2023-08-03 2023-06-30 13F MERCK COM 58933Y105 21,963 244 1.12 2,534 9.70 0.2315
2023-04-20 2023-03-31 13F MERCK COM 58933Y105 21,719 -50 -0.23 2,311 -4.35 0.2138
2023-01-25 2022-12-31 13F MERCK COM 58933Y105 21,769 259 1.20 2,415 30.40 0.2038
2022-10-24 2022-09-30 13F MERCK COM 58933Y105 21,510 739 3.56 1,852 -2.22 0.1850
2022-07-22 2022-06-30 13F MERCK COM 58933Y105 20,771 1,200 6.13 1,894 17.93 0.1641
2022-05-09 2022-03-31 13F MERCK COM 58933Y105 19,571 -1,931 -8.98 1,606 -2.55 0.1239
2022-01-27 2021-12-31 13F MERCK COM 58933Y105 21,502 0 0.00 1,648 2.04 0.1191
2021-11-05 2021-09-30 13F MERCK COM 58933Y105 21,502 -1,500 -6.52 1,615 -9.73 0.1265
2021-07-28 2021-06-30 13F MERCK COM 58933Y105 23,002 0 0.00 1,789 0.90 0.1347
2021-04-28 2021-03-31 13F MERCK & CO. COM 58933Y105 23,002 965 4.38 1,773 -1.66 0.1406
2021-02-03 2020-12-31 13F MERCK & CO. COM 58933Y105 22,037 366 1.69 1,803 0.28 0.1511
2020-10-27 2020-09-30 13F MERCK & CO. COM 58933Y105 21,671 2,350 12.16 1,798 20.35 0.1731
2020-08-06 2020-06-30 13F MERCK & CO. COM 58933Y105 19,321 -800 -3.98 1,494 -3.49 0.1474
2020-04-22 2020-03-31 13F MERCK & CO. COM 58933Y105 20,121 318 1.61 1,548 -14.05 0.1846
2020-01-28 2019-12-31 13F MERCK COM 58933Y105 19,803 1,000 5.32 1,801 13.77 0.1624
2019-10-30 2019-09-30 13F MERCK COM 58933Y105 18,803 -970 -4.91 1,583 -4.52 0.1566
2019-07-24 2019-06-30 13F MERCK COM 58933Y105 19,773 70 0.36 1,658 1.16 0.1614
2019-05-03 2019-03-31 13F MERCK COM 58933Y105 19,703 0 0.00 1,639 8.83 0.1641
2019-02-01 2018-12-31 13F MERCK COM 58933Y105 19,703 -100 -0.50 1,506 7.19 0.1664
2018-10-26 2018-09-30 13F MERCK COM 58933Y105 19,803 0 0.00 1,405 16.89 0.1304
2018-07-27 2018-06-30 13F MERCK COM 58933Y105 19,803 0 0.00 1,202 11.40 0.1149
2018-05-04 2018-03-31 13F MERCK COM 58933Y105 19,803 0 0.00 1,079 -3.14 0.1065
2018-02-05 2017-12-31 13F MERCK COM 58933Y105 19,803 0 0.00 1,114 -12.15 0.1097
2017-11-13 2017-09-30 13F MERCK COM 58933Y105 19,803 19,298 3,821.39 1,268 128.47 0.1275
2017-08-03 2017-06-30 13F MERCK COM 58933Y105 505 -8,149 -94.16 555 0.91 0.0593
2017-05-09 2017-03-31 13F MERCK COM 58933Y105 8,654 0 0.00 550 8.06 0.0594
2017-02-08 2016-12-31 13F MERCK COM 58933Y105 8,654 0 0.00 509 -5.74 0.0568
2016-11-09 2016-09-30 13F MERCK COM 58933Y105 8,654 -9,949 -53.48 540 -49.63 0.0604
2016-08-05 2016-06-30 13F MERCK COM 58933Y105 18,603 -2,335 -11.15 1,072 -3.25 0.1185
2016-05-26 2016-03-31 13F/A-1 MERCK & CO INC COM 58933Y105 20,938 12,314 142.79 1,108 143.52 0.1238
2016-05-11 2016-03-31 13F MERCK & CO INC COM 58933Y105 23,938 1,267
2016-01-15 2015-12-31 13F MERCK & CO INC COM 58933Y105 8,624 -40 -0.46 455 6.56 0.0523
2015-10-23 2015-09-30 13F MERCK & CO INC COM 58933Y105 8,664 40 0.46 427 -12.86 0.0513
2015-07-30 2015-06-30 13F MERCK & CO INC COM 58933Y105 8,624 0 0.00 490 -1.01 0.0521
2015-04-21 2015-03-31 13F MERCK & CO INC COM 58933Y105 8,624 8,624 0.00 495 0.0509
2015-02-05 2014-12-31 13F MERCK & CO INC COM 58933Y105 0 -23,878 -100.00 0 -100.00
2014-10-14 2014-09-30 13F MERCK & CO INC COM 58933Y105 23,878 0 0.00 1,415 2.46 0.1468
2014-07-31 2014-06-30 13F MERCK & CO INC COM 58933Y105 23,878 -2,487 -9.43 1,381 -7.69 0.1418
2014-06-24 2014-03-31 13F/A-1 MERCK & CO INC COM 58933Y105 26,365 -86 -0.33 1,496 13.08 0.1567
2014-04-16 2014-03-31 13F MERCK & CO INC COM 58933Y105 26,365 1,496
2014-06-24 2013-12-31 13F/A-1 MERCK & CO INC COM 58933Y105 26,451 2,487 10.38 1,323 16.05 0.1397
2014-02-04 2013-12-31 13F MERCK & CO INC COM 58933Y105 26,451 1,323
2013-11-12 2013-09-30 13F MERCK & CO INC COM 58933Y105 23,964 -3,487 -12.70 1,140 -10.59 0.1296
2013-08-14 2013-06-30 13F MERCK & CO INC COM 58933Y105 27,451 -16,344 -37.32 1,275 -35.41 0.1515
2014-06-24 2012-09-30 13F/A-1 MERCK & CO INC COM 58933Y105 43,795 43,795 1,974 0.2569
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.