MRCY — MERCURY SYS INC
As of Q2 2026, 35 SEC-registered investment managers reported holding MRCY (MERCURY SYS INC) in their latest 13F filings, with a combined reported value of $2.90B across 24.99M shares. That is +11.2% by share count (+2.52M shares) versus the previous quarter, while reported value moved +85.3%. Ownership is concentrated: the five largest holders account for 71.4% of reported value and the top ten for 86.9%.
Compared with the prior quarter, 3 opened new positions, 19 added to existing stakes, 12 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MRCY is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 9.37M | $1.15B | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 5.63M | $411.20M | 0.01% | Reduce |
| Invesco Ltd history | Q2 2026 | 2.67M | $326.55M | 0.03% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.84M | $225.34M | 0.01% | Add |
| Goldman Sachs Group history | Q2 2026 | 1.58M | $192.76M | 0.02% | Add |
| Geode Capital Management history | Q2 2026 | 1.46M | $178.58M | 0.01% | Reduce |
| Franklin Resources history | Q2 2026 | 846.73K | $103.58M | 0.02% | Add |
| Morgan Stanley history | Q2 2026 | 811.57K | $99.28M | 0.01% | Add |
| Wellington Management Group history | Q2 2026 | 775.50K | $94.87M | 0.02% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 627.58K | $76.77M | 0.01% | Reduce |
| Baron Funds history | Q2 2026 | 606.92K | $74.24M | 0.18% | Reduce |
| Northern Trust Corp history | Q2 2026 | 597.75K | $73.12M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 314.22K | $38.44M | 0.01% | Hold |
| UBS Group AG history | Q2 2026 | 274.80K | $33.62M | 0.01% | Add |
| Principal Global Investors history | Q2 2026 | 258.56K | $31.63M | 0.02% | Add |
| Royce & Associates history | Q2 2026 | 238.33K | $29.15M | 0.23% | Add |
| Bank of America Corp history | Q2 2026 | 223.53K | $27.34M | 0.00% | Reduce |
| Scopia Capital Management history | Q2 2025 | 446.62K | $24.06M | 2.94% | Reduce |
| PSP Investments history | Q2 2026 | 181.54K | $22.21M | 0.06% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 193.47K | $21.60M | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 193.47K sh · $21.60M
- Polen Capital Management 2.90K sh · $355.25K
- Lazard Asset Management 2.46K sh · $301.54K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 23.48K sh · $1.71M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 8.68M | 8.82M | 8.77M | 8.25M | 8.48M | 8.61M | 8.92M | 9.37M |
| Invesco Ltd | 265.71K | 226.52K | 720.32K | 1.18M | 1.19M | 1.21M | 1.23M | 414.40K | 453.86K | 526.23K | 578.25K | 581.99K | 594.11K | 631.96K | 610.69K | 583.71K | 1.53M | 1.91M | 2.44M | 2.67M |
| Fidelity Management & Research (FMR) | 404.87K | 368.75K | 936.18K | 761.98K | 779.80K | 815.48K | 431.75K | 416.12K | 411.80K | 410.99K | 1.45K | 2.09K | 3.07K | 555.99K | 838.14K | 1.17M | 1.48M | 1.15M | 903.67K | 1.84M |
| Goldman Sachs Group | 992.39K | 2.03M | 2.19M | 301.66K | 473.12K | 107.36K | 41.80K | 105.61K | 106.60K | 72.25K | 93.27K | 402.98K | 553.97K | 564.45K | 855.44K | 1.06M | 1.24M | 1.16M | 1.20M | 1.58M |
| Geode Capital Management | 1.24M | 1.46M | 777.65K | 776.55K | 791.12K | 806.38K | 830.42K | 865.03K | 791.91K | 838.22K | 869.65K | 1.27M | 1.27M | 1.23M | 1.26M | 1.27M | 1.32M | 1.37M | 1.53M | 1.46M |
| Franklin Resources | 344.48K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 17.71K | 23.99K | 208.45K | 453.63K | 846.73K |
| Morgan Stanley | 264.83K | 33.23K | 205.16K | 409.38K | 384.35K | 420.43K | 370.88K | 197.42K | 342.51K | 301.62K | 511.30K | 805.54K | 551.60K | 515.26K | 542.84K | 928.17K | 876.40K | 730.68K | 671.33K | 811.57K |
| Wellington Management Group | 2.82M | 2.86M | 2.79M | 2.38M | 2.18M | 2.26M | 2.24M | 2.26M | 45.65K | 46.90K | 56.81K | 46.13K | — | — | — | — | — | — | 755.52K | 775.50K |
| Charles Schwab Investment Management | 312.77K | 338.03K | 360.18K | 372.32K | 390.83K | 398.34K | 400.47K | 411.29K | 410.38K | 433.97K | 488.91K | 649.25K | 658.83K | 673.22K | 672.37K | 640.95K | 636.60K | 636.62K | 635.97K | 627.58K |
| Baron Funds | 2.05M | 2.05M | 2.09M | 2.42M | 2.15M | 2.06M | 1.73M | 1.48M | 1.67M | 1.89M | 1.85M | 1.21M | 1.21M | 1.20M | 1.20M | 1.23M | 1.30M | 835.82K | 645.07K | 606.92K |
| Northern Trust Corp | 483.97K | 469.02K | 463.25K | 455.83K | 458.81K | 469.82K | 462.20K | 459.16K | 314.08K | 342.11K | 337.41K | 359.22K | 576.78K | 593.46K | 591.05K | 546.92K | 549.75K | 517.78K | 548.06K | 597.75K |
| BNY Mellon | 1.56M | 2.24M | 2.36M | 2.13M | 2.00M | 1.93M | 1.85M | 786.11K | 784.85K | 766.76K | 626.23K | 567.24K | 353.95K | 327.52K | 312.01K | 312.82K | 311.12K | 322.30K | 314.40K | 314.22K |
| UBS Group AG | 128.01K | 219.27K | 19.02K | 20.74K | 15.61K | 16.94K | 23.10K | 16.57K | 1.16K | 21.51K | 31.08K | 12.39K | 34.90K | 533.25K | 560.72K | 168.33K | 240.35K | 251.23K | 233.07K | 274.80K |
| Principal Global Investors | 194.08K | 192.41K | 192.90K | 376.11K | 224.62K | 226.59K | 229.10K | 217.86K | 272.19K | 268.62K | 269.76K | 257.87K | 238.37K | 245.88K | 274.95K | 282.60K | 283.28K | 262.29K | 257.10K | 258.56K |
| Royce & Associates | — | — | — | — | — | 106.20K | 122.30K | 142.30K | 200.82K | 208.72K | 213.43K | 219.36K | 221.28K | 262.66K | 257.56K | 235.46K | 208.46K | 197.08K | 219.98K | 238.33K |
| Bank of America Corp | 644.28K | 3.02M | 796.97K | 161.66K | 141.84K | 136.99K | 152.55K | 43.64K | 108.85K | 60.99K | 157.15K | 214.93K | 518.92K | 279.38K | 255.08K | 300.54K | 252.49K | 246.74K | 294.92K | 223.53K |
| PSP Investments | — | — | — | — | — | — | — | — | 63.23K | 108.25K | 107.08K | 114.90K | 107.10K | 126.49K | 160.83K | 173.20K | 205.64K | 183.03K | 188.96K | 181.54K |
| JPMorgan Chase & Co | 108.85K | 76.92K | 85.19K | 84.67K | 83.30K | 83.93K | 2.76K | 132.59K | 29.05K | 33.57K | 19.16K | 44.49K | 46.22K | 146.62K | 95.92K | 124.97K | 181.77K | 109.13K | — | 193.47K |
| Deutsche Bank AG | 15.56K | 7.06K | 2.78K | 2.52K | 316 | 2.18K | 2.18K | 2.31K | 25.20K | 24.15K | 24.83K | 45.60K | 52.09K | 151.48K | 56.23K | 40.30K | 45.10K | 128.71K | 127.59K | 142.68K |
| Wells Fargo & Co | 2.23K | 1.75K | 6.57K | 2.11K | 1.78K | 1.38K | 877 | 850 | 582 | 3.91K | 6.24K | 36.22K | 39.65K | 44.69K | 45.14K | 50.76K | 62.51K | 148.99K | 123.72K | 136.98K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details