Mercury Systems Inc (MRCY) Institutional Holdings & 13F Data (Q2 2026)

MRCY ranks #1554 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MRCY is a top-conviction position for JANA Partners Management, LP — at 25.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MRCY belongs to BlackRock, Inc., but the position matters far more to JANA Partners Management, LP, who has 25.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its MRCY position for two straight quarters, increasing it by $517.6M to reach $1.1B today.

Ameriprise Financial Inc has trimmed its MRCY position for two straight quarters, cutting it by $33.1M while still holding $61.1M.

MRCY is down 1.4% today, but institutions show net buying of $1.0B this quarter — a divergence between today's price move and the underlying institutional flow.

MRCY reported a net loss of $29.7M over the trailing twelve months.

• Not yet profitable — net loss of $29.7M over the trailing twelve months
• Revenue grew 7.9% year over year
• Net income improved year over year, from -$37.9M to -$29.7M
• Generated $102.4M in positive operating cash flow
• Current ratio of 2.96x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.55x equity — within a conventional range