默克公司
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionBeacon Pointe Advisors, LLC
Latest Disclosed Ownership367,061 shares
Latest Disclosed Value $ 44,154,945
Beacon Pointe Advisors, LLC reports 26.40% increase in ownership of MRK / Merck & Co., Inc.

On May 15, 2026 - Beacon Pointe Advisors, LLC filed a 13F-HR form disclosing ownership of 367,061 shares of Merck & Co., Inc. (MX:MRK) valued at $44,154,945 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 290,400 shares of Merck & Co., Inc.. This represents a change in shares of 26.40% 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 367,061 76,661 26.40 44,155 44.45 0.2335
2026-02-18 2025-12-31 13F MERCK COM 58933Y105 290,400 6,187 2.18 30,569 28.14 0.2143
2025-11-14 2025-09-30 13F MERCK COM 58933Y105 284,213 -1,507 -0.53 23,855 5.47 0.2021
2025-08-13 2025-06-30 13F MERCK COM 58933Y105 285,720 7,369 2.65 22,618 -9.47 0.2361
2025-05-13 2025-03-31 13F MERCK COM 58933Y105 278,351 42,473 18.01 24,985 6.47 0.2806
2025-02-14 2024-12-31 13F MERCK COM 58933Y105 235,878 -31,645 -11.83 23,465 -22.76 0.2600
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 267,523 -4,259 -1.57 30,380 -9.71 0.3503
2024-08-12 2024-06-30 13F MERCK COM 58933Y105 271,782 -6,260 -2.25 33,647 -8.29 0.3979
2024-05-14 2024-03-31 13F MERCK COM 58933Y105 278,042 -11,687 -4.03 36,688 16.15 0.4080
2024-02-08 2023-12-31 13F MERCK COM 58933Y105 289,729 10,061 3.60 31,586 9.71 0.3775
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 279,668 75,484 36.97 28,792 22.20 0.3588
2023-08-14 2023-06-30 13F MERCK COM 58933Y105 204,184 -44,455 -17.88 23,561 -10.93 0.3848
2023-05-12 2023-03-31 13F MERCK COM 58933Y105 248,639 64,304 34.88 26,453 29.34 0.4509
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 184,335 23,279 14.45 20,452 47.37 0.3967
2022-11-09 2022-09-30 13F MERCK COM 58933Y105 161,056 20,796 14.83 13,878 8.55 0.3105
2022-08-11 2022-06-30 13F MERCK COM 58933Y105 140,260 -74,165 -34.59 12,785 -27.33 0.2699
2022-05-17 2022-03-31 13F MERCK COM 58933Y105 214,425 110,346 106.02 17,594 120.59 0.2412
2022-02-14 2021-12-31 13F MERCK COM 58933Y105 104,079 -13,150 -11.22 7,976 -9.42 0.2078
2021-11-15 2021-09-30 13F MERCK COM 58933Y105 117,229 43,438 58.87 8,805 53.42 0.2172
2021-08-17 2021-06-30 13F MERCK COM 58933Y105 73,791 41,440 128.09 5,739 130.30 0.2033
2021-05-18 2021-03-31 13F MERCK & CO. COM 58933Y105 32,351 -7,703 -19.23 2,492 -23.82 0.1531
2021-02-12 2020-12-31 13F MERCK & CO. COM 58933Y105 40,054 11,758 41.55 3,271 39.31 0.2238
2020-11-16 2020-09-30 13F MERCK & CO. COM 58933Y105 28,296 -4,994 -15.00 2,348 -8.74 0.2270
2020-08-14 2020-06-30 13F MERCK & CO. COM 58933Y105 33,290 8,040 31.84 2,573 32.36 0.2577
2020-05-15 2020-03-31 13F MERCK & CO. COM 58933Y105 25,250 12,805 102.89 1,944 71.58 0.3097
2020-02-14 2019-12-31 13F MERCK COM 58933Y105 12,445 4,307 52.92 1,133 64.92 0.3512
2019-11-14 2019-09-30 13F MERCK COM 58933Y105 8,138 -2,152 -20.91 687 -20.58 0.2968
2019-08-14 2019-06-30 13F MERCK COM 58933Y105 10,290 -344 -3.23 865 -2.04 0.3156
2019-05-14 2019-03-31 13F MERCK COM 58933Y105 10,634 -245 -2.25 883 6.39 0.3313
2019-02-01 2018-12-31 13F MERCK COM 58933Y105 10,879 10,879 830 0.5041
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.