MRCY

Mercury Systems Inc
Information TechnologyUSCUSIP 589378108◍ Confluence graph
Tracked 13F Holders
341
-123 QoQ
13F Value (tracked)
$4.6B
Insider Net · 180d
-$43.5M
0↑ 7↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)28 adding · 27 trimming
Insider net (180d)-$43.5M

Who owns MRCY?

341 tracked 13F filers

341 tracked 13F filers disclose a position in MRCY as of the latest SEC 13F filings, a combined $4.6B in reported value. 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1BlackRock, Inc.
$650.4M
8.9M
+3.6%
Added · +309K sh
Q1 2026
2JANA Partners Management, LP
$299.5M
4.1M
−17%
Reduced · −852K sh
Q1 2026
3STATE STREET CORP
$418.0M
3.4M
−12%
Reduced · −447K sh
Q2 2026
4VANGUARD PORTFOLIO MANAGEMENT LLC
$212.2M
2.9M
First observed position
No prior filed position
Q1 2026
5VANGUARD CAPITAL MANAGEMENT LLC
$175.3M
2.4M
First observed position
No prior filed position
Q1 2026
6T. Rowe Price Investment Management, Inc.
Withheld
1.6M
+2.4%
Added · +37K sh
Q1 2026
7Conestoga Capital Advisors, LLC
$181.9M
1.5M
−22%
Reduced · −431K sh
Q2 2026
8GEODE CAPITAL MANAGEMENT, LLC
$178.6M
1.5M
−4.3%
Reduced · −66K sh
Q2 2026
9DIMENSIONAL FUND ADVISORS LP
$89.5M
1.2M
−17%
Reduced · −248K sh
Q1 2026
10GOLDMAN SACHS GROUP INC
$87.6M
1.2M
+3.9%
Added · +45K sh
Q1 2026
11FIRST TRUST ADVISORS LP
$84.6M
1.2M
−9.3%
Reduced · −119K sh
Q1 2026
12SEGALL BRYANT & HAMILL, LLC
$125.9M
1.0M
+10%
Added · +95K sh
Q2 2026
13PRICE T ROWE ASSOCIATES INC /MD/
$75.0M
1.0M
+19%
Added · +161K sh
Q1 2026
14AMERIPRISE FINANCIAL INC
$72.3M
992K
−23%
Reduced · −298K sh
Q1 2026
15Fisher Asset Management, LLC
$71.5M
980K
+14%
Added · +120K sh
Q1 2026
16Neuberger Berman Group LLC
$66.3M
910K
−12%
Reduced · −120K sh
Q1 2026
17FMR LLC
$65.9M
904K
−22%
Reduced · −249K sh
Q1 2026
18MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$62.7M
859K
+44%
Added · +261K sh
Q1 2026
19VAN ECK ASSOCIATES CORP
Withheld
851K
+17%
Added · +126K sh
Q1 2026
20RAYMOND JAMES FINANCIAL INC
$56.3M
794K
+12%
Added · +86K sh
Q1 2026
21JENNISON ASSOCIATES LLC
$50.2M
688K
+53%
Added · +238K sh
Q1 2026
22MORGAN STANLEY
$48.9M
671K
−8.1%
Reduced · −59K sh
Q1 2026
23LOOMIS SAYLES & CO L P
$47.1M
646K
−24%
Reduced · −206K sh
Q1 2026
24EMERALD ADVISERS, LLC
$78.1M
639K
+7.3%
Added · +43K sh
Q2 2026
25CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$46.4M
636K
−0.1%
Reduced · −654 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.

Is MRCY being bought or sold by institutions?

Last quarter, 3 funds opened a new position in MRCY and 25 added to an existing one, while 27 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
25
funds
Reduced
27
funds
Exited
0
funds

Funds that own MRCY also own

CompanyCo-held byCombined value
ALPHABET INC-CL AGOOGL183 funds$164.8B
AMAZON.COM INCAMZN182 funds$190.6B
MICROSOFT CORPMSFT181 funds$251.1B
APPLE INCAAPL180 funds$284.5B
NVIDIA CORPNVDA179 funds$379.9B
JPMORGAN CHASE & COJPM177 funds$60.8B
BROADCOM INCAVGO176 funds$149.7B
META PLATFORMS INC-CLASS AMETA174 funds$111.1B
ALPHABET INC-CL CGOOG173 funds$117.5B
ELI LILLY & COLLY172 funds$79.4B
MASTERCARD INC - AMA172 funds$51.8B
GENERAL ELECTRICGE171 funds$30.9B

Ranked by how many of MRCY's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$43.5M
7 insiders
Net
-$43.5M
34 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
Aug 26, 2026Ballhaus William LChairman, President & CEO, DirectorSell (S)11K$970K
Aug 26, 2026Ballhaus William LChairman, President & CEO, DirectorSell (S)38K$3.4M
Aug 25, 2026Ballhaus William LChairman, President & CEO, DirectorSell (S)3K$303K
Aug 25, 2026Ballhaus William LChairman, President & CEO, DirectorSell (S)108K$9.4M
Aug 24, 2026Ballhaus William LChairman, President & CEO, DirectorSell (S)3K$248K
Aug 24, 2026Ballhaus William LChairman, President & CEO, DirectorSell (S)105K$9.4M
Aug 21, 2026Ratner StevenEVP, CHROSell (S)356$33K
Aug 21, 2026Ballhaus William LChairman, President & CEO, DirectorSell (S)204$19K
Aug 21, 2026Ballhaus William LChairman, President & CEO, DirectorSell (S)65K$6.0M
Aug 21, 2026KUPINSKY STUARTEVP, CLO & Corp SecSell (S)1K$95K
Aug 20, 2026Ballhaus William LChairman, President & CEO, DirectorSell (S)22K$2.1M
Aug 20, 2026Farnsworth David E.EVP, CFOSell (S)7K$646K

Institutional ownership over time

184 funds+10 since Q3 2024
0154307Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.4B

Recent filings

15 shown

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Connected entities for MRCY

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Ask your agent what changed in MRCY

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.

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  "https://arkolith.com/api/v1/stocks/MRCY/capital-change-brief"
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Use Arkolith's capital_change_brief for MRCY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.