Merck & Co., Inc.
BG ˙ BUL ˙ US58933Y1055
SecurityBG:6MK / Merck & Co., Inc.
InstitutionPerpetual Ltd
Latest Disclosed Ownership594,443 shares
Latest Disclosed Value $ 71,505,548
Perpetual Ltd reports 5.45% increase in ownership of 6MK / Merck & Co., Inc.

On April 14, 2026 - Perpetual Ltd filed a 13F-HR form disclosing ownership of 594,443 shares of Merck & Co., Inc. (BG:6MK) valued at $71,505,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 563,716 shares of Merck & Co., Inc.. This represents a change in shares of 5.45% 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)
2026-04-14 2026-03-31 13F MERCK COM 58933Y105 594,443 30,727 5.45 71,506 20.51 0.5396
2026-01-20 2025-12-31 13F MERCK COM 58933Y105 563,716 9,261 1.67 59,337 27.51 0.8582
2025-10-10 2025-09-30 13F MERCK COM 58933Y105 554,455 -269,658 -32.72 46,535 -28.67 0.5777
2025-07-11 2025-06-30 13F MERCK COM 58933Y105 824,113 162,099 24.49 65,237 9.78 0.7657
2025-04-24 2025-03-31 13F MERCK COM 58933Y105 662,014 76,619 13.09 59,422 2.04 0.7176
2025-01-17 2024-12-31 13F MERCK COM 58933Y105 585,395 164,506 39.09 58,235 21.84 0.6837
2024-10-09 2024-09-30 13F MERCK COM 58933Y105 420,889 5,617 1.35 47,796 -7.03 0.5181
2024-07-30 2024-06-30 13F MERCK COM 58933Y105 415,272 1,634 0.40 51,411 -5.81 0.5589
2024-04-16 2024-03-31 13F/A-1 MERCK COM 58933Y105 413,638 12,834 3.20 54,580 24.91 0.5335
2024-04-10 2024-03-31 13F MERCK COM 58933Y105 413,638 12,834 54,580 0.3384
2024-02-15 2023-12-31 13F MERCK COM 58933Y105 400,804 -144,340 -26.48 43,696 -22.14 0.4508
2023-10-10 2023-09-30 13F MERCK COM 58933Y105 545,144 47,289 9.50 56,123 -2.31 0.5798
2023-07-13 2023-06-30 13F MERCK COM 58933Y105 497,855 -84,131 -14.46 57,447 -7.22 0.4926
2023-05-08 2023-03-31 13F MERCK COM 58933Y105 581,986 559,763 2,518.85 61,917 3,259.58 0.5357
2020-12-08 2020-09-30 13F MERCK & CO. COM 58933Y105 22,223 846 3.96 1,843 11.49 0.1326
2020-12-08 2020-06-30 13F/A-1 MERCK & CO. COM 58933Y105 21,377 21,377 1,653 0.1545
2020-11-18 2020-06-30 13F MERCK & CO. COM 58933Y105 21,377 21,377 3,487 153,401.6272
2020-12-08 2020-03-31 13F/A-1 Merck COM 58933Y105 0 -21,377 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Merck COM 58933Y105 21,377 0 0.00 1,941 7.83 0.2882
2019-10-10 2019-09-30 13F Merck COM 58933Y105 21,377 0 0.00 1,800 0.45 0.2771
2019-07-30 2019-06-30 13F Merck COM 58933Y105 21,377 -7,700 -26.48 1,792 -25.89 0.2853
2019-05-06 2019-03-31 13F MERCK COM 58933Y105 29,077 0 0.00 2,418 10.31 0.3498
2019-02-08 2018-12-31 13F MERCK COM 58933Y105 29,077 -265,300 -90.12 2,192 -89.50 0.3291
2018-10-30 2018-09-30 13F MERCK COM 58933Y105 294,377 -246,250 -45.55 20,883 -36.48 2.8068
2018-07-23 2018-06-30 13F MERCK COM 58933Y105 540,627 -115,600 -17.62 32,874 -8.03 3.9999
2018-04-18 2018-03-31 13F MERCK COM 58933Y105 656,227 106,700 19.42 35,745 15.32 4.8696
2018-02-12 2017-12-31 13F MERCK COM 58933Y105 549,527 334,100 155.09 30,996 123.22 4.0071
2017-11-01 2017-09-30 13F MERCK COM 58933Y105 215,427 19,800 10.12 13,886 10.75 1.9369
2017-09-26 2017-06-30 13F MERCK COM 58933Y105 195,627 6,650 3.52 12,538 4.91 0.9800
2017-09-26 2017-03-31 13F MERCK COM 58933Y105 188,977 -15,300 -7.49 11,951 -0.62 1.1867
2017-09-26 2016-12-31 13F MERCK COM 58933Y105 204,277 13,600 7.13 12,025 1.05 1.8326
2017-09-26 2016-09-30 13F MERCK COM 58933Y105 190,677 -113,335 -37.28 11,900 -32.05 0.9760
2017-09-26 2016-06-30 13F MERCK COM 58933Y105 304,012 63,000 26.14 17,514 37.34 1.7416
2017-09-26 2016-03-31 13F MERCK & CO INC COM 58933Y105 241,012 167,600 228.30 12,752 228.83 1.2929
2017-09-26 2015-12-31 13F MERCK & CO INC COM 58933Y105 73,412 13,200 21.92 3,878 30.40 0.4332
2017-09-26 2015-09-30 13F MERCK & CO INC COM 58933Y105 60,212 -4,400 -6.81 2,974 -19.14 0.3535
2017-09-26 2015-06-30 13F MERCK & CO INC COM 58933Y105 64,612 0 0.00 3,678 -0.97 0.4222
2017-09-26 2015-03-31 13F MERCK & CO INC COM 58933Y105 64,612 -219,592 -77.27 3,714 -76.99 0.4184
2017-09-26 2014-12-31 13F MERCK & CO INC COM 58933Y105 284,204 -65,850 -18.81 16,140 -22.22 1.8986
2017-09-26 2014-09-30 13F MERCK & CO INC COM 58933Y105 350,054 -31,868 -8.34 20,751 -6.08 2.2397
2017-09-26 2014-06-30 13F MERCK & CO INC COM 58933Y105 381,922 -13,790 -3.48 22,094 -1.65 1.9478
2017-09-26 2014-03-31 13F MERCK & CO INC COM 58933Y105 395,712 -29,800 -7.00 22,465 5.48 3.2992
2017-09-26 2013-12-31 13F MERCK & CO INC COM 58933Y105 425,512 -600 -0.14 21,297 4.98 2.8009
2017-09-26 2013-09-30 13F MERCK & CO INC COM 58933Y105 426,112 -20,700 -4.63 20,287 -2.25 2.8517
2017-09-26 2013-06-30 13F MERCK & CO INC COM 58933Y105 446,812 -43,729 -8.91 20,754 -4.35 3.1200
2017-09-25 2013-03-31 13F MERCK & CO INC COM 58933Y105 490,541 490,541 21,697 3.0857
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.