This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MRCY/capital-change-brief"
Use Arkolith's capital_change_brief for MRCY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $650.4M | 8.9M | ▲+3.6% Added · +309K sh | Q1 2026 | |
| 2 | JANA Partners Management, LP | $299.5M | 4.1M | ▼−17% Reduced · −852K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $281.8M | 3.9M | ▲+13% Added · +442K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $212.2M | 2.9M | ▲New +2.9M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $175.3M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 6 | Conestoga Capital Advisors, LLC | $139.9M | 1.9M | ▼−12% Reduced · −256K sh | Q1 2026 | |
| 7 | T. Rowe Price Investment Management, Inc. | Withheld | 1.6M | ▲+2.4% Added · +37K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $111.3M | 1.5M | ▲+11% Added · +157K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $89.5M | 1.2M | ▼−17% Reduced · −248K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $87.6M | 1.2M | ▲+3.9% Added · +45K sh | Q1 2026 | |
| 11 | FIRST TRUST ADVISORS LP | $84.6M | 1.2M | ▼−9.3% Reduced · −119K sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $75.0M | 1.0M | ▲+19% Added · +161K sh | Q1 2026 | |
| 13 | AMERIPRISE FINANCIAL INC | $72.3M | 992K | ▼−23% Reduced · −298K sh | Q1 2026 | |
| 14 | Fisher Asset Management, LLC | $71.5M | 980K | ▲+14% Added · +120K sh | Q1 2026 | |
| 15 | SEGALL BRYANT & HAMILL, LLC | $68.2M | 935K | ▲+47% Added · +298K sh | Q1 2026 | |
| 16 | Neuberger Berman Group LLC | $66.3M | 910K | ▼−12% Reduced · −120K sh | Q1 2026 | |
| 17 | FMR LLC | $65.9M | 904K | ▼−22% Reduced · −249K sh | Q1 2026 | |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $62.7M | 859K | ▲+44% Added · +261K sh | Q1 2026 | |
| 19 | VAN ECK ASSOCIATES CORP | Withheld | 851K | ▲+17% Added · +126K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $56.3M | 794K | ▲+12% Added · +86K sh | Q1 2026 | |
| 21 | JENNISON ASSOCIATES LLC | $50.2M | 688K | ▲+53% Added · +238K sh | Q1 2026 | |
| 22 | MORGAN STANLEY | $48.9M | 671K | ▼−8.1% Reduced · −59K sh | Q1 2026 | |
| 23 | LOOMIS SAYLES & CO L P | $47.1M | 646K | ▼−24% Reduced · −206K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $46.4M | 636K | ▼−0.1% Reduced · −654 sh | Q1 2026 | |
| 25 | VOYA INVESTMENT MANAGEMENT LLC | $44.4M | 609K | ▲+19% Added · +98K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 26, 2026 | LANCE HOWARD L | Director | Sell (S) | 1K | $123K |
| May 26, 2026 | LANCE HOWARD L | Director | Sell (S) | 8K | $800K |
| May 12, 2026 | Carvalho Orlando D | Director | Sell (S) | 7K | $626K |
| May 11, 2026 | Ratner Steven | EVP, CHRO | Sell (S) | 2K | $185K |
| Apr 16, 2026 | Nearhos Barry R | Director | Grant (A) | 245 | $0 |
| Apr 16, 2026 | Farnsworth David E. | EVP, CFO | Sell (S) | 4K | $308K |
| Mar 16, 2026 | Ratner Steven | EVP, CHRO | Grant (A) | 437 | $0 |
| Mar 4, 2026 | JANA Partners Management, LP | Director | Sell (S) | 101K | $9.0M |
| Mar 3, 2026 | JANA Partners Management, LP | Director | Sell (S) | 169K | $15.2M |
| Mar 2, 2026 | JANA Partners Management, LP | Director | Sell (S) | 183K | $17.2M |
| Feb 25, 2026 | LANCE HOWARD L | Director | Sell (S) | 5K | $430K |
| Feb 17, 2026 | Munro Douglas | SVP, CAO | Sell (S) | 582 | $49K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 110 funds | $51.3B |
| APPLE INCAAPL | 108 funds | $59.8B |
| ALPHABET INC-CL AGOOGL | 108 funds | $34.0B |
| MASTERCARD INC - AMA | 108 funds | $9.7B |
| NVIDIA CORPNVDA | 107 funds | $72.6B |
| META PLATFORMS INC-CLASS AMETA | 107 funds | $22.7B |
| ELI LILLY & COLLY | 107 funds | $12.9B |
| AMAZON.COM INCAMZN | 106 funds | $38.5B |
| VISA INC-CLASS A SHARESV | 106 funds | $10.1B |
| BROADCOM INCAVGO | 105 funds | $27.1B |
| ALPHABET INC-CL CGOOG | 105 funds | $22.2B |
| COSTCO WHOLESALE CORPCOST | 105 funds | $8.6B |
Ranked by how many of MRCY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MRCY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.