Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MRCY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 8.9M | $650.4M | +3.6% | 14.864% | 0.01% |
| 2 | JANA Partners Management, LP | 4.1M | $299.5M | -17.2% | 6.844% | 18.65% |
| 3 | STATE STREET CORP | 3.9M | $281.8M | +12.9% | 6.441% | 0.01% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | $212.2M | — | 4.850% | 0.01% |
| 5 | Invesco Ltd. | 2.4M | $178.0M | +27.8% | 4.068% | 0.03% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $175.3M | — | 4.005% | 0.00% |
| 7 | Conestoga Capital Advisors, LLC | 1.9M | $139.9M | -11.8% | 3.197% | 2.79% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.5M | $111.3M | +11.5% | 2.542% | 0.01% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $89.5M | -16.8% | 2.046% | 0.02% |
| 10 | GOLDMAN SACHS GROUP INC | 1.2M | $87.6M | +3.9% | 2.001% | 0.01% |
| 11 | FIRST TRUST ADVISORS LP | 1.2M | $84.6M | -9.3% | 1.934% | 0.06% |
| 12 | AMERIPRISE FINANCIAL INC | 992K | $72.3M | -23.1% | 1.653% | 0.02% |
| 13 | Fisher Asset Management, LLC | 980K | $71.5M | +14.0% | 1.633% | 0.02% |
| 14 | Neuberger Berman Group LLC | 910K | $66.3M | -11.6% | 1.517% | 0.05% |
| 15 | FMR LLC | 904K | $65.9M | -21.6% | 1.506% | 0.00% |
| 16 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 859K | $62.7M | +43.6% | 1.432% | 0.08% |
| 17 | RAYMOND JAMES FINANCIAL INC | 794K | $56.3M | +12.1% | 1.323% | 0.02% |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 756K | $55.1M | — | 1.259% | 0.01% |
| 19 | JENNISON ASSOCIATES LLC | 688K | $50.2M | +52.9% | 1.147% | 0.03% |
| 20 | MORGAN STANLEY | 671K | $48.9M | -8.1% | 1.119% | 0.00% |
| 21 | LOOMIS SAYLES & CO L P | 646K | $47.1M | -24.2% | 1.076% | 0.06% |
| 22 | BAMCO INC /NY/ | 645K | $47.0M | -22.8% | 1.075% | 0.14% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 636K | $46.4M | -0.1% | 1.060% | 0.01% |
| 24 | VOYA INVESTMENT MANAGEMENT LLC | 609K | $44.4M | +19.1% | 1.015% | 0.05% |
| 25 | EMERALD ADVISERS, LLC | 595K | $43.4M | +12.1% | 0.992% | 1.37% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MRCY — a direct measure of their conviction.
Filings activity in MRCY during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 349 | +2.6% | 59.63% | 1.18 pp | $4.30B | 1.9% |
| Q4 2025 | 340 | +7.9% | 60.81% | 4.08 pp | $4.39B | 6.3% |
| Q3 2025 | 315 | +13% | 64.89% | +18.44 pp | $4.69B | +40% |
| Q2 2025 | 280 | +13% | 46.45% | +9.71 pp | $3.35B | +26% |
| Q1 2025 | 247 | +3.3% | 36.74% | +0.29 pp | $2.65B | +0.8% |
| Q4 2024 | 239 | +0.0% | 36.45% | +5.11 pp | $2.63B | +16% |
| Q3 2024 | 239 | +4.4% | 31.34% | +7.47 pp | $2.26B | +31% |
| Q2 2024 | 229 | — | 23.87% | — | $1.72B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MRCY stock.
Based on Q1 2026 13F filings, institutional ownership of Mercury Systems, Inc. stands at 59.6%, held across 349 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MRCY, with approximately 8,920,325 shares worth $0.65B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MRCY, including Fisher Asset Management, LLC.
Our composite Smart Money Score for MRCY is 40 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
59 institutions opened new positions in MRCY during Q1 2026, while 50 fully exited. 129 added to existing positions and 155 trimmed.
MRCY institutional ownership fell by 1.18 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 51.7% of all reported 13F value in MRCY, and the top 25 account for 71.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Mercury Systems, Inc. (MRCY) Institutional Ownership