$MRCY

$78.55 -$1.16 (1.46%) Close

$MRCY Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 60.1M shares outstanding

Who owns MRCY?

By type of holder

Institutions 100.0% Insiders 0.0% Everyone else 0.0%

Concentration Top 10 holders own 52.2%

BlackRock, Inc. 15.6% · JANA Partners Management, LP 6.6%

Institutional ownership

100.0%

0 pts vs last qtr

Institutional holders

392

+35 vs last qtr

Net shares bought

+411.1K

by institutions in Q2 2026

New / sold out

85 / 50

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC +938.4K
American Capital Management Inc NEW +486.1K

Biggest sellers in Q2 2026

Ameriprise Financial Inc −492.6K
State Street Corp −447.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$43.9M

36 notices from 8 people

Shares covered

475.2K

0.79% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Ballhaus William L Officer $37.7M
Farnsworth David E. Officer $2.74M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2017–FY2026

+38.2%

+3.66% a year

Each share's claim on the business

−27.7%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$71.9M vs $265M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years65% 3–5 years5% 1–3 years24% Under 1 year6%

Quarterly turnover

8.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting MRCY on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	9.4M	15.58%	+450.6K (+5.1%)	≤2021	0.0%
Shares held by quarter Peak holding9.4M (Q2'26) Change over 8 quarters+695.1K Share of the company15.580% BlackRock, Inc.'s full portfolio →
JP JANA Partners Management, LP 13D · 6.9%	4.0M	6.58%	−148.6K (−3.6%)	2023	25.5%
Shares held by quarter Peak holding6.9M (Q3'24) Change over 8 quarters−3.0M Share of the company6.580% Disclosed stake13D · 6.9% JANA Partners Management, LP's full portfolio →

BlackRock, Inc.

9.4M

% of company

15.58%

Change vs last qtr

+450.6K (+5.1%)

Held since

≤2021

JANA Partners Management, LP

13D · 6.9%

4.0M

% of company

6.58%

Change vs last qtr

−148.6K (−3.6%)

Held since

2023

28 more super investors behind a free account

See every manager holding Mercury Systems Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MRCY on Form N-PORT; together they hold 61.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$389M	3.2M	5.29%	0.35%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$210M	1.7M	2.85%	0.01%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$389M

% of company

5.29%

% of the fund

0.35%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$210M

% of company

2.85%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Mercury Systems Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BW Ballhaus William L Insider	370.3K	0.62%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.620% Ballhaus William L's insider activity →
FD Farnsworth David E. Insider	119.5K	0.20%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.200% Farnsworth David E.'s insider activity →

Ballhaus William L

Insider

370.3K

% of company

0.62%

Change vs last qtr

—

Held since

—

Farnsworth David E.

Insider

119.5K

% of company

0.20%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of Mercury Systems Inc.

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