默克公司
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionPFG Advisors
Latest Disclosed Ownership29,064 shares
Latest Disclosed Value $ 3,496,164
PFG Advisors reports 7.13% increase in ownership of MRK / Merck & Co., Inc.

On May 5, 2026 - PFG Advisors filed a 13F-HR form disclosing ownership of 29,064 shares of Merck & Co., Inc. (MX:MRK) valued at $3,496,164 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 27,129 shares of Merck & Co., Inc.. This represents a change in shares of 7.13% 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)
2026-05-05 2026-03-31 13F MERCK COM 58933Y105 29,064 1,935 7.13 3,496 22.45 0.1702
2026-01-27 2025-12-31 13F MERCK COM 58933Y105 27,129 -11,759 -30.24 2,856 -12.50 0.1386
2025-11-13 2025-09-30 13F MERCK COM 58933Y105 38,888 2,803 7.77 3,264 14.25 0.1337
2025-08-07 2025-06-30 13F MERCK COM 58933Y105 36,085 4,432 14.00 2,857 0.53 0.1320
2025-05-06 2025-03-31 13F MERCK COM 58933Y105 31,653 5,071 19.08 2,841 7.45 0.1588
2025-02-07 2024-12-31 13F MERCK COM 58933Y105 26,582 3,489 15.11 2,644 0.84 0.1619
2024-10-15 2024-09-30 13F MERCK COM 58933Y105 23,093 -1,810 -7.27 2,622 -14.93 0.1654
2024-08-08 2024-06-30 13F MERCK COM 58933Y105 24,903 1,276 5.40 3,083 -1.12 0.2084
2024-05-07 2024-03-31 13F MERCK COM 58933Y105 23,627 384 1.65 3,118 23.06 0.2278
2024-01-19 2023-12-31 13F MERCK COM 58933Y105 23,243 -58 -0.25 2,534 5.63 0.2046
2023-10-13 2023-09-30 13F MERCK COM 58933Y105 23,301 -8,492 -26.71 2,399 -34.62 0.2154
2023-07-20 2023-06-30 13F MERCK COM 58933Y105 31,793 4,401 16.07 3,669 25.88 0.2794
2023-04-21 2023-03-31 13F MERCK COM 58933Y105 27,392 2,133 8.44 2,914 4.00 0.2438
2023-01-30 2022-12-31 13F MERCK COM 58933Y105 25,259 1,259 5.25 2,802 35.56 0.2745
2022-10-14 2022-09-30 13F MERCK COM 58933Y105 24,000 561 2.39 2,067 -3.28 0.2362
2022-07-13 2022-06-30 13F MERCK COM 58933Y105 23,439 178 0.77 2,137 11.94 0.2417
2022-04-19 2022-03-31 13F MERCK COM 58933Y105 23,261 141 0.61 1,909 7.73 0.1906
2022-01-21 2021-12-31 13F MERCK COM 58933Y105 23,120 -1,684 -6.79 1,772 -4.88 0.1745
2021-11-05 2021-09-30 13F MERCK COM 58933Y105 24,804 -755 -2.95 1,863 -6.29 0.2060
2021-07-28 2021-06-30 13F MERCK COM 58933Y105 25,559 4,444 21.05 1,988 22.11 0.2274
2021-04-27 2021-03-31 13F MERCK & CO. COM 58933Y105 21,115 12,737 152.03 1,628 137.66 0.2086
2021-01-26 2020-12-31 13F MERCK & CO. COM 58933Y105 8,378 -401 -4.57 685 -2.56 0.1160
2020-10-13 2020-09-30 13F MERCK & CO. COM 58933Y105 8,779 8,779 703 0.1350
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.