Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionUmb Bank N A/mo
Latest Disclosed Ownership104,428 shares
Latest Disclosed Value $ 12,561,645
Umb Bank N A/mo reports 8.52% decrease in ownership of MRK / Merck & Co., Inc.

On May 11, 2026 - Umb Bank N A/mo filed a 13F-HR form disclosing ownership of 104,428 shares of Merck & Co., Inc. (MX:MRK) valued at $12,561,645 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 114,153 shares of Merck & Co., Inc.. This represents a change in shares of -8.52% 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)
2026-05-11 2026-03-31 13F MERCK COM 58933Y105 104,428 -9,725 -8.52 12,562 4.54 0.1581
2026-02-13 2025-12-31 13F MERCK COM 58933Y105 114,153 -6,324 -5.25 12,016 18.83 0.1598
2025-11-04 2025-09-30 13F MERCK COM 58933Y105 120,477 -8,099 -6.30 10,112 -0.66 0.1488
2025-07-11 2025-06-30 13F/A-01 MERCK COM 58933Y105 128,576 -19,698 -13.28 10,178 -23.53 0.1586
2025-07-10 2025-06-30 13F MERCK COM 58933Y105 148,274 0 13,309 0.1931
2025-04-14 2025-03-31 13F MERCK COM 58933Y105 148,274 -17,879 -10.76 13,309 -19.48 0.2193
2025-01-16 2024-12-31 13F Merck COM 58933Y105 166,153 -65,557 -28.29 16,529 -37.18 0.2614
2024-10-09 2024-09-30 13F Merck COM 58933Y105 231,710 -47,793 -17.10 26,313 -23.96 0.4096
2024-07-29 2024-06-30 13F Merck COM 58933Y105 279,503 -763 -0.27 34,602 -6.43 0.5673
2024-04-26 2024-03-31 13F Merck COM 58933Y105 280,266 24,287 9.49 36,981 32.52 0.5857
2024-01-23 2023-12-31 13F Merck COM 58933Y105 255,979 -3,915 -1.51 27,907 4.30 0.4079
2023-10-18 2023-09-30 13F Merck COM 58933Y105 259,894 52,633 25.39 26,756 11.88 0.4294
2023-07-25 2023-06-30 13F Merck COM 58933Y105 207,261 -1,704 -0.82 23,916 7.58 0.3630
2023-04-11 2023-03-31 13F Merck COM 58933Y105 208,965 -6,091 -2.83 22,232 96,556.52 0.3556
2023-01-10 2022-12-31 13F Merck COM 58933Y105 215,056 -2,825 -1.30 24 -99.88 0.3772
2022-10-13 2022-09-30 13F Merck COM 58933Y105 217,881 -24,159 -9.98 18,764 -14.97 0.3164
2022-07-20 2022-06-30 13F Merck COM 58933Y105 242,040 3,077 1.29 22,067 12.55 0.3436
2022-04-22 2022-03-31 13F Merck COM 58933Y105 238,963 2,861 1.21 19,607 8.36 0.2595
2022-02-09 2021-12-31 13F Merck COM 58933Y105 236,102 46,515 24.53 18,095 27.07 0.2285
2021-10-18 2021-09-30 13F Merck COMMON 58933Y105 189,587 -4,612 -2.37 14,240 -5.71 0.3203
2021-07-26 2021-06-30 13F Merck COMMON 58933Y105 194,199 -6,190 -3.09 15,103 -2.23 0.3457
2021-04-15 2021-03-31 13F Merck COMMON 58933Y105 200,389 -220,869 -52.43 15,448 -55.17 0.3776
2021-02-04 2020-12-31 13F Merck COMMON 58933Y105 421,258 -33,587 -7.38 34,459 -2.03 0.9278
2020-10-16 2020-09-30 13F Merck COMMON 58933Y105 454,845 0 0.00 35,173 0.00 1.0902
2020-07-16 2020-06-30 13F Merck COMMON 58933Y105 454,845 -6,242 -1.35 35,173 -0.85 1.0902
2020-05-26 2020-03-31 13F Merck COMMON 58933Y105 461,087 3,338 0.73 35,476 -14.79 1.2711
2020-01-31 2019-12-31 13F Merck COMMON 58933Y105 457,749 9,126 2.03 41,633 10.24 1.1467
2019-10-30 2019-09-30 13F Merck COMMON 58933Y105 448,623 12,205 2.80 37,765 3.20 0.9069
2019-07-30 2019-06-30 13F Merck COMMON 58933Y105 436,418 12,766 3.01 36,594 3.86 0.8981
2019-04-30 2019-03-31 13F Merck COMMON 58933Y105 423,652 186,632 78.74 35,235 94.56 1.0743
2019-01-24 2018-12-31 13F Merck COMMON 58933Y105 237,020 23,818 11.17 18,110 19.74 0.5529
2018-10-22 2018-09-30 13F Merck COMMON 58933Y105 213,202 -6,503 -2.96 15,124 13.41 0.4494
2018-07-31 2018-06-30 13F Merck COMMON 58933Y105 219,705 -8,985 -3.93 13,336 7.06 0.4234
2018-04-25 2018-03-31 13F Merck COMMON 58933Y105 228,690 -249,925 -52.22 12,457 -53.75 0.4023
2018-01-22 2017-12-31 13F Merck COMMON 58933Y105 478,615 -554 -0.12 26,932 -12.22 0.8779
2017-10-11 2017-09-30 13F Merck COMMON 58933Y105 479,169 3,946 0.83 30,681 0.74 1.0550
2017-08-02 2017-06-30 13F Merck COMMON 58933Y105 475,223 53,704 12.74 30,457 13.72 1.0660
2017-04-24 2017-03-31 13F Merck COMMON 58933Y105 421,519 19,659 4.89 26,783 13.21 0.9370
2017-01-18 2016-12-31 13F Merck COMMON 58933Y105 401,860 60,865 17.85 23,658 11.17 0.8708
2016-10-28 2016-09-30 13F Merck COMMON 58933Y105 340,995 24,587 7.77 21,281 16.75 0.8574
2016-07-26 2016-06-30 13F Merck COMMON 58933Y105 316,408 9,434 3.07 18,228 12.23 0.7670
2016-04-20 2016-03-31 13F Merck COMMON 58933Y105 306,974 903 0.30 16,242 0.46 0.6925
2016-01-19 2015-12-31 13F Merck COMMON 58933Y105 306,071 -459 -0.15 16,167 6.79 0.7040
2015-10-28 2015-09-30 13F Merck COMMON 58933Y105 306,530 6,297 2.10 15,139 -11.43 0.8893
2015-07-20 2015-06-30 13F Merck COMMON 58933Y105 300,233 -22,340 -6.93 17,092 -7.82 0.7828
2015-04-17 2015-03-31 13F Merck COMMON 58933Y105 322,573 57,247 21.58 18,541 23.06 0.8360
2015-01-23 2014-12-31 13F Merck COMMON 58933Y105 265,326 4,221 1.62 15,067 -2.66 0.6739
2014-10-21 2014-09-30 13F Merck COMMON 58933Y105 261,105 6,983 2.75 15,478 5.29 0.7552
2014-07-18 2014-06-30 13F Merck COMMON 58933Y105 254,122 24,118 10.49 14,701 12.59 0.6982
2014-04-30 2014-03-31 13F Merck COMMON 58933Y105 230,004 27,289 13.46 13,057 28.69 0.7313
2014-02-05 2013-12-31 13F Merck COMMON 58933Y105 202,715 -2,686 -1.31 10,146 3.75 0.5566
2013-11-05 2013-09-30 13F/A-1 Merck COMMON 58933Y105 205,401 1,439 0.71 9,779 3.22 0.5645
2013-11-01 2013-09-30 13F Merck COMMON 58933Y105 203,962 9,474
2013-08-13 2013-06-30 13F Merck COMMON 58933Y105 203,962 203,962 9,474 0.5555
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.