L3VLUP
ProSign in

MRCY in the 13F filings

Mercury Systems Inc · CUSIP 589378108

Sector · Technology hardware and equipment
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 2 listed it in both
Shares listed
11,434,447
combined, among listed positions
Reported value
$833m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 12 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +707,549.

Managers listing MRCY in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Jana Partners4,107,424$299m17.96%Trimmed-852,05715 May 2026 (the filing on sec.gov)
Invesco Ltd2,441,578$178munder 0.1%Added+530,83612 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,028,609$75munder 0.1%Added+160,93915 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC910,418$66m0.05%Trimmed-119,68527 Oct 2026 (the filing on sec.gov)
Fidelity (FMR LLC)903,668$66munder 0.1%Trimmed-248,52415 May 2026 (the filing on sec.gov)
Wellington Management Group LLP755,525$55munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Artisan Partners LP354,265$26munder 0.1%Newnew13 May 2026 (the filing on sec.gov)
Citadel Advisors LLC292,866$21munder 0.1%Added+188,49015 May 2026 (the filing on sec.gov)
Two Sigma Investments LP162,069$12munder 0.1%Added+11,89215 May 2026 (the filing on sec.gov)
Man Group PLC144,724$11munder 0.1%Trimmed-47,30915 May 2026 (the filing on sec.gov)
AQR Capital Management LLC67,280$4.8munder 0.1%Added+25,50415 May 2026 (the filing on sec.gov)
AllianceBernstein LP60,816$4.4munder 0.1%Held015 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.54,904$4.0munder 0.1%Trimmed-3,65115 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP44,714$3.3munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP39,224$2.9munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd23,484$1.7munder 0.1%Held018 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC21,571$1.6munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Millennium Management LLC16,011$1.2munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Winton Group Ltd3,057$223kunder 0.1%Newnew12 May 2026 (the filing on sec.gov)
Walleye Capital LLC2,240$163kunder 0.1%Trimmed-8613 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (7)

Exited (6)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0358102014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MRCY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$12mn.a.n.a.
Q3 20131$15mn.a.n.a.
Q4 20131$12mn.a.n.a.
Q1 20142$12mn.a.n.a.
Q2 20141$1.9mn.a.n.a.
Q3 20141$8.9mn.a.n.a.
Q4 20141$440kn.a.n.a.
Q4 20151$29mn.a.n.a.
Q1 20161$34mn.a.n.a.
Q2 20161$42mn.a.n.a.
Q3 20161$42mn.a.n.a.
Q4 20161$51mn.a.n.a.
Q1 20173$86mn.a.n.a.
Q2 20173$91mn.a.n.a.
Q3 20172$67mn.a.n.a.
Q1 20181$1.6mn.a.n.a.
Q2 20181$2.0mn.a.n.a.
Q3 20182$60mn.a.n.a.
Q4 20181$2.0mn.a.n.a.
Q1 20192$11mn.a.n.a.
Q2 20198$122mn.a.n.a.
Q3 20196$83mn.a.n.a.
Q4 20194$87mn.a.n.a.
Q1 20207$234mn.a.n.a.
Q2 20206$75mn.a.n.a.
Q3 20204$91mn.a.n.a.
Q4 20204$16mn.a.n.a.
Q1 20216$13mn.a.n.a.
Q2 20213$71mn.a.n.a.
Q3 20219$102mn.a.n.a.
Q4 20214$203mn.a.n.a.
Q1 20225$622mn.a.n.a.
Q2 20225$619mn.a.n.a.
Q3 20224$294mn.a.n.a.
Q4 20223$308mn.a.n.a.
Q1 20236$328mn.a.n.a.
Q2 20236$266mn.a.n.a.
Q3 20236$276mn.a.n.a.
Q4 20233$270m14
Q1 20242$283m20
Q2 20242$249m01
Q3 20242$297m21
Q4 20243$346m02
Q1 20254$369m21
Q2 20252$421m02
Q3 20253$543m12
Q4 20253$439m1411
Q1 20263$392m1212
Q2 20264$632m1212

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MRCY and AAPL →MRCY and SNDK →MRCY and CSCO →Choose a stock to compare with MRCY →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MRCY, latest filings →Back to the 13F Explorer →