Merck & Co., Inc.
MX ˙ BMV ˙ US58933Y1055
SecurityMX:MRK / Merck & Co., Inc.
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership154,824 shares
Latest Disclosed Value $ 17,163,942
Equitable Holdings, Inc. reports 92.61% increase in ownership of MRK / Merck & Co., Inc.

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 154,824 shares of Merck & Co., Inc. (MX:MRK) valued at $17,163,942 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 80,381 shares of Merck & Co., Inc.. This represents a change in shares of 92.61% 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 154,824 74,443 92.61 17,164 102.87 0.0963
2026-02-17 2025-12-31 13F MERCK COM 58933Y105 80,381 -6,825 -7.83 8,461 15.59 0.0578
2025-11-14 2025-09-30 13F MERCK COM 58933Y105 87,206 2,442 2.88 7,319 9.09 0.0538
2025-08-15 2025-06-30 13F MERCK COM 58933Y105 84,764 -720 -0.84 6,710 -12.56 0.0553
2025-05-13 2025-03-31 13F MERCK COM 58933Y105 85,484 -53,755 -38.61 7,673 -44.60 0.0728
2025-02-12 2024-12-31 13F MERCK COM 58933Y105 139,239 55,396 66.07 13,851 45.48 0.1318
2024-11-14 2024-09-30 13F MERCK COM 58933Y105 83,843 10,216 13.88 9,521 4.45 0.0922
2024-08-14 2024-06-30 13F MERCK COM 58933Y105 73,627 5,405 7.92 9,115 1.27 0.0959
2024-05-14 2024-03-31 13F MERCK COM 58933Y105 68,222 5,675 9.07 9,002 32.02 0.1014
2024-02-13 2023-12-31 13F MERCK COM 58933Y105 62,547 6,373 11.35 6,819 17.90 0.0841
2023-11-14 2023-09-30 13F MERCK COM 58933Y105 56,174 9,205 19.60 5,783 6.72 0.0830
2023-08-15 2023-06-30 13F MERCK COM 58933Y105 46,969 4,857 11.53 5,420 20.96 0.0779
2023-05-15 2023-03-31 13F MERCK COM 58933Y105 42,112 11,535 37.72 4,480 32.08 0.0716
2023-02-14 2022-12-31 13F MERCK COM 58933Y105 30,577 -10,177 -24.97 3,393 -3.36 0.0590
2022-11-14 2022-09-30 13F MERCK COM 58933Y105 40,754 2,119 5.48 3,510 -0.34 0.0686
2022-08-15 2022-06-30 13F MERCK COM 58933Y105 38,635 2,511 6.95 3,522 18.83 0.0672
2022-05-13 2022-03-31 13F MERCK COM 58933Y105 36,124 4,131 12.91 2,964 20.88 0.0485
2022-02-11 2021-12-31 13F MERCK COM 58933Y105 31,993 1,576 5.18 2,452 7.31 0.0386
2021-11-12 2021-09-30 13F MERCK COM 58933Y105 30,417 593 1.99 2,285 -1.47 0.0390
2021-08-11 2021-06-30 13F MERCK COM 58933Y105 29,824 4,782 19.10 2,319 20.16 0.0400
2021-05-14 2021-03-31 13F MERCK & CO. COM 58933Y105 25,042 6,736 36.80 1,930 28.92 0.0408
2021-02-09 2020-12-31 13F MERCK & CO. COM 58933Y105 18,306 -2,110 -10.34 1,497 -11.63 0.0341
2020-11-13 2020-09-30 13F MERCK & CO. COM 58933Y105 20,416 108 0.53 1,694 7.90 0.0437
2020-08-13 2020-06-30 13F MERCK & CO. COM 58933Y105 20,308 2,184 12.05 1,570 12.63 0.0452
2020-05-15 2020-03-31 13F MERCK & CO. COM 58933Y105 18,124 -971 -5.09 1,394 -19.75 0.0501
2020-05-28 2019-12-31 13F/A-1 MERCK COM 58933Y105 19,095 19,095 1,737 0.0508
2020-02-18 2019-12-31 13F MERCK COM 58933Y105 19,095 1,737 0.0091
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.