MRCY · NASDAQ · Aerospace & Defense

Mercury Systems

Builds secure processing electronics and integrated subsystems for aerospace and defense missions.

$88.54
After-hours close+0.04 (+0.04%)
At close$88.51(−2.17%)

Breakdown13F · Form 4

Institutions 122.93%Insiders 8.11%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 60.04M · Float 55.53M · 92.5% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.9.37M15.61%13FAug 7, 2026
Jana Partners Management, LP3.96M6.59%13FAug 14, 2026
State Street Corp3.42M5.69%13FAug 7, 2026
Vanguard Portfolio Management3.09M5.13%13GJul 31, 2026
Invesco Ltd.2.67M4.45%13FAug 14, 2026

Institutions13F, as of Jun 30, 2026

407 holders · 73.81M shares · 87 new positions · 220 increased · 130 reduced · 49 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.9.37M15.61%+450.6KAug 7, 2026
Jana Partners Management, LP3.96M6.59%−148.6KAug 14, 2026
State Street Corp3.42M5.69%−447.4KAug 7, 2026
Vanguard Portfolio Management LLC3.03M5.05%+120.6KAug 13, 2026
Invesco Ltd.2.67M4.45%+227.9KAug 14, 2026
Vanguard Capital Management LLC2.42M4.03%+18.8KAug 13, 2026
FMR LLC1.84M3.07%+938.4KAug 13, 2026
T. Rowe Price Investment Management, Inc.1.60M2.66%+15.9KAug 14, 2026

Beneficial owners13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.13.30%7.97M13GJul 17, 2025
JANA Partners Management, LP6.90%4.11M13DMar 4, 2026
State Street Corporation6.40%3.87M13GMay 12, 2026
Vanguard Portfolio Management5.13%3.09M13GJul 31, 2026

InsidersForm 4

InsiderRoleShares% outstandingFiled
JANA Partners Management, LPdirector, other: See Remarks4.11M6.85%Mar 4, 2026
William L. Ballhausdirector, officer: Chairman, President & CEO361.8K0.60%Aug 27, 2026
David E. Farnsworthofficer: EVP, CFO118.0K0.20%Aug 21, 2026
Stuart Kupinskyofficer: EVP, CLO & Corp Sec56.4K0.09%Aug 25, 2026
Orlando D. Carvalhodirector52.4K0.09%May 13, 2026
Barry R. Nearhosdirector31.5K0.05%Jul 20, 2026
Lisa S. Disbrowdirector31.2K0.05%Oct 24, 2025
Howard L. Lancedirector27.3K0.05%May 27, 2026
Steven Ratnerofficer: EVP, CHRO23.3K0.04%Aug 25, 2026
Gerard J. Demurodirector17.5K0.03%Oct 24, 2025

1 ten-percent owner holds 11.9K shares by Form 4 — the 13D/G table above shows that stake, the figure above counts officers and directors only · 44 people have not refiled in the last 18 months (7.61M shares), so they are not in the figure above

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 26, 2026
William L. Ballhausdirector, officer: Chairman, President & CEO
Sale · 2 lots49,090$89.10361,822
Aug 25, 2026
William L. Ballhausdirector, officer: Chairman, President & CEO
Sale · 2 lots111,076$87.12342,436
Aug 21, 2026
Steven Ratnerofficer: EVP, CHRO
Sale356$91.360
Aug 24, 2026
William L. Ballhausdirector, officer: Chairman, President & CEO
Sale · 2 lots108,209$89.50299,836
Aug 21, 2026
William L. Ballhausdirector, officer: Chairman, President & CEO
Sale · 2 lots65,000$92.41256,047
Aug 21, 2026
Stuart Kupinskyofficer: EVP, CLO & Corp Sec
Sale1,000$95.2356,352
Aug 20, 2026
Douglas Munroofficer: SVP, CAO
Sale109$97.6712,982
Aug 19, 2026
Douglas Munroofficer: SVP, CAO
Sale548$100.3113,091
Aug 20, 2026
William L. Ballhausdirector, officer: Chairman, President & CEO
Sale22,010$97.67228,197
Aug 19, 2026
William L. Ballhausdirector, officer: Chairman, President & CEO
Sale26,802$100.31250,207

CongressHouse and Senate disclosures

Not reported.