Mercury SystemsMRCY

13F holders, Q3 2025 (September 30)
326holders +41
68new positions
26sold out
8famous investors
$77.42avg. 13F price*

At the end of Q3 2025, 326 institutions reported holding Mercury Systems Inc. (MRCY) in their 13F filings, up 41 from Q2 2025. 68 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($656.1M), JANA Partners Management, LP ($461.3M) and Vanguard Group Inc. ($443.6M). 8 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

Company
Mercury Systems Inc.
CUSIP
589378108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 222Q1 2024Q2 2024: 232Q2 2024Q3 2024: 245Q3 2024Q4 2024: 243Q4 2024Q1 2025: 253Q1 2025Q2 2025: 285Q2 2025Q3 2025: 326Q3 2025Q4 2025: 347Q4 2025Q1 2026: 357Q1 2026Q2 2026: 392Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions68$100.3M
Exits26$44.1M

All 13F filers, Q2 2025 → Q3 2025: 8,184,059 shares bought and 8,351,412 shares sold, net −167,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 326 holders

BlackRock, Inc. 0.01% Add +2.8% 8,477,158 $656.1M
JANA Partners Management, LP 22.33% Reduce -11.8% 5,959,481 $461.3M
Vanguard Group Inc. 0.01% Add +4.0% 5,731,033 $443.6M
State Street Corp. 0.01% Reduce -5.9% 3,055,358 $236.5M
William Blair Investment Management, LLC 0.50% Reduce -47.0% 2,487,957 $192.6M
Conestoga Capital Advisors, LLC 2.83% Reduce -10.9% 2,279,909 $176.5M
Dimensional Fund Advisors LP 0.03% Reduce -4.8% 1,743,814 $135.0M
First Trust Advisors LP 0.09% Add +96.3% 1,532,822 $118.6M
Invesco Ltd. 0.02% Add +161.7% 1,527,443 $118.2M
T. Rowe Price Investment Management, Inc. 0.07% Add +57.1% 1,521,669 $117.8M
FMR LLC 0.01% Add +26.9% 1,483,473 $114.8M
Geode Capital Management, LLC 0.01% Add +4.5% 1,321,485 $102.3M
Baron Capital (BAMCO) 0.27% Add +4.9% 1,295,284 $100.3M
Goldman Sachs Group Inc. 0.01% Add +17.3% 1,239,435 $95.9M
Neuberger Berman Group LLC 0.06% Reduce -0.9% 1,046,469 $80.9M
Loomis Sayles & Co. L P 0.08% Reduce -10.9% 884,615 $68.5M
Morgan Stanley 0.00% Reduce -5.6% 876,397 $67.8M
Fisher Asset Management 0.02% Add +21.3% 875,279 $67.7M
T. Rowe Price Associates Inc. 0.01% Add +1868.9% 866,077 $67.0M
Snyder Capital Management L P 1.14% Reduce -18.4% 781,404 $60.5M
Lord, Abbett & Co. LLC 0.19% Add +39.4% 770,246 $59.6M
Victory Capital Management Inc. 0.03% Reduce -57.4% 750,321 $58.1M
Allspring Global Investments Holdings, LLC 0.09% Add +287.4% 693,867 $56.3M
Van Eck Associates Corp. 0.05% Add +1.7% 720,856 $55.8M
Segall Bryant & Hamill, LLC 0.71% Reduce -31.5% 684,123 $53.0M
Royal Bank of Canada 0.01% Reduce -11.2% 680,541 $52.7M
Kennedy Capital Management LLC 1.12% Add +23.8% 657,013 $50.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.7% 636,598 $49.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.07% Add +40.6% 595,593 $46.1M
Northern Trust Corp. 0.01% Add +0.5% 549,751 $42.6M
Jennison Associates LLC 0.02% New 536,407 $41.5M
Emerald Advisers, LLC 1.32% Add +16.7% 533,092 $41.3M
Staley Capital Advisers Inc. 1.31% Reduce -12.5% 411,310 $31.8M
Oberweis Asset Management Inc./ 1.18% No change 398,500 $30.8M
Silvercrest Asset Management Group LLC 0.20% Reduce -0.1% 386,758 $29.9M
Nuveen, LLC 0.01% Add +95.9% 360,009 $27.9M
WCM Investment Management, LLC 0.05% Reduce -1.2% 350,407 $26.4M
Emerald Mutual Fund Advisers Trust 1.34% Add +27.7% 336,058 $26.0M
Sei Investments Co. 0.03% Add +63.5% 311,561 $24.1M
Bank of New York Mellon Corp 0.00% Reduce -0.5% 311,121 $24.1M
Aristotle Capital Boston, LLC 1.22% Reduce -2.7% 307,038 $23.8M
MetLife Investment Management, LLC 0.11% Reduce -21.9% 306,906 $23.8M
Principal Financial Group Inc. 0.01% Add +0.2% 283,280 $21.9M
Ameriprise Financial Inc. 0.01% Reduce -32.6% 280,388 $21.7M
Bessemer Group Inc. 0.03% Add +118133.6% 274,302 $21.2M
Bank of America Corp. 0.00% Reduce -16.0% 252,487 $19.5M
Axiom Investors LLC 0.14% Add +74.4% 247,828 $19.2M
UBS Group AG 0.00% Add +42.8% 240,349 $18.6M
Mutual of America Capital Management LLC 0.18% Add +42.8% 225,374 $17.4M
Comerica Bank 0.06% Reduce -8.8% 221,865 $17.2M
Driehaus Capital Management LLC 0.12% Add +1.2% 221,012 $17.1M
Royce & Associates LP 0.16% Reduce -11.5% 208,459 $16.1M
Public Sector Pension Investment Board 0.06% Add +18.7% 205,644 $15.9M
Raymond James Financial Inc. 0.00% Add +15.9% 192,889 $14.9M
Penn Capital Management Company, LLC 1.10% New 184,154 $14.3M
JPMorgan Chase & Co. 0.00% Add +45.5% 181,773 $14.1M
Legal & General Group Plc 0.00% Add +0.8% 165,476 $12.8M
Connor, Clark & Lunn Investment Management Ltd. 0.04% Add +442.6% 162,786 $12.6M
Rhumbline Advisers 0.01% Add +0.6% 156,605 $12.1M
Citadel Advisors 0.01% Reduce -49.3% 150,574 $11.7M
Macquarie Group Ltd. 0.01% Reduce -5.8% 148,351 $11.5M
Barclays PLC 0.00% Reduce -24.1% 146,871 $11.4M
13D Management LLC 10.17% No change 137,012 $10.6M
New York State Common Retirement Fund 0.01% Add +703.3% 130,591 $10.1M
Prudential Financial Inc. 0.01% Reduce -34.1% 127,220 $9.8M
Vident Advisory, LLC 0.09% Add +15.3% 118,506 $9.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -47.6% 114,728 $8.9M
King Luther Capital Management Corp. 0.03% Reduce -3.0% 104,245 $8.1M
Select Equity Group, L.P. 0.03% Add +24.0% 103,848 $8.0M
Castleark Management LLC 0.22% Add +9.3% 101,468 $7.9M
Russell Investments Group, Ltd. 0.01% Add +18.9% 100,481 $7.8M
Swiss National Bank 0.00% Add +1.6% 98,400 $7.6M
Lisanti Capital Growth, LLC 1.85% Add +3.6% 97,625 $7.6M
Blair William & Co. 0.02% Reduce -35.6% 80,520 $6.2M
Two Sigma Investments, LP 0.01% Reduce -52.7% 73,035 $5.7M
State of Wisconsin Investment Board 0.01% Add +5.6% 64,562 $5.0M
Wells Fargo & Company 0.00% Add +23.1% 62,507 $4.8M
New York State Teachers Retirement System 0.01% No change 59,911 $4.6M
Pier Capital, LLC 0.72% New 59,567 $4.6M
Citigroup Inc. 0.00% Reduce -34.4% 59,058 $4.6M
Natixis Advisors, LLC 0.01% Add +2.1% 58,558 $4.5M
B. Metzler seel. Sohn & Co. AG 0.04% No change 57,891 $4.5M
Alliancebernstein L.P. 0.00% Reduce -3.9% 57,425 $4.4M
Informed Momentum Co LLC 0.51% New 58,309 $4.4M
Cerity Partners LLC 0.01% Reduce -3.0% 55,802 $4.3M
D. E. Shaw & Co. 0.00% Reduce -25.8% 54,109 $4.2M
Calamos Advisors LLC 0.02% Reduce -1.7% 54,033 $4.2M
Rice Hall James & Associates, LLC 0.23% Reduce -28.1% 53,340 $4.1M
Quantinno Capital Management LP 0.01% Add +37.0% 52,731 $4.1M
LPL Financial LLC 0.00% Reduce -59.8% 51,515 $4.0M
Zions Bancorporation, National Association 0.19% Reduce -13.0% 50,696 $3.9M
California State Teachers Retirement System 0.00% Add +3.6% 48,527 $3.8M
Deutsche Bank AG 0.00% Add +11.9% 45,098 $3.5M
Portolan Capital Management, LLC 0.19% New 44,864 $3.5M
CANADA LIFE ASSURANCE Co 0.00% Add +3.8% 44,041 $3.3M
Tudor Investment Corporation 0.02% Reduce -56.3% 39,923 $3.1M
Ironwood Investment Management LLC 1.33% Reduce -0.6% 39,448 $3.1M
Thrivent Financial for Lutherans 0.01% Add +1.9% 38,038 $2.9M
Sterling Capital Management LLC 0.04% Add +44.4% 34,661 $2.7M
Great Lakes Advisors, LLC 0.02% Reduce -50.2% 34,617 $2.7M
Intech Investment Management LLC 0.02% Reduce -5.6% 33,591 $2.6M
AQR Capital Management 0.00% Add +4.3% 34,329 $2.6M
HRT Financial LP 0.01% New 33,332 $2.6M
State of New Jersey Common Pension Fund D 0.01% New 32,405 $2.5M
Voya Investment Management LLC 0.00% Reduce -3.5% 32,114 $2.5M
Bouvel Investment Partners, LLC 0.75% Add +2.1% 31,459 $2.4M
Edgestream Partners, L.P. 0.07% New 31,098 $2.4M
TD Asset Management Inc 0.00% Add +164.2% 30,954 $2.4M
Pathstone Holdings, LLC 0.01% Add +22.3% 30,405 $2.4M
State of Alaska, Department of Revenue 0.02% Reduce -0.5% 30,077 $2.3M
Oppenheimer & Co. Inc. 0.03% Reduce -8.4% 30,018 $2.3M
Moody National Bank Trust Division 0.19% Reduce -27.3% 29,828 $2.3M
Hennion & Walsh Asset Management, Inc. 0.08% Add +75.8% 27,796 $2.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.4% 27,520 $2.1M
Jane Street Group, LLC 0.00% New 25,641 $2.0M
Qube Research & Technologies Ltd 0.00% New 25,530 $2.0M
Trexquant Investment LP 0.02% Reduce -79.5% 25,139 $1.9M
Illinois Municipal Retirement Fund 0.02% Reduce -3.0% 24,996 $1.9M
Creative Planning 0.00% Add +56.7% 24,814 $1.9M
Archon Capital Management LLC 1.13% Reduce -50.4% 24,600 $1.9M
Louisiana State Employees Retirement System 0.03% Add +2.1% 24,200 $1.9M
Legato Capital Management LLC 0.20% No change 24,085 $1.9M
Cresset Asset Management, LLC 0.01% New 24,042 $1.9M
Franklin Resources Inc. 0.00% Add +35.5% 23,991 $1.9M
Millennium Management 0.00% Reduce -95.6% 22,350 $1.7M
Two Sigma Advisers, LP 0.00% Reduce -8.3% 21,100 $1.6M
State of Tennessee, Department of Treasury 0.01% Reduce -0.5% 20,756 $1.6M
Janus Henderson Group PLC 0.00% No change 20,425 $1.6M
One Capital Management, LLC 0.05% Add +2.4% 20,407 $1.6M
Future Fund LLC 0.56% Reduce -20.8% 20,387 $1.6M
Envestnet Asset Management Inc. 0.00% Add +22.8% 19,781 $1.5M
BNP Paribas Financial Markets 0.00% Reduce -45.9% 18,746 $1.5M
Sandler Capital Management 0.53% New 18,628 $1.4M
Gotham Asset Management 0.01% Reduce -56.9% 18,454 $1.4M
M&T Bank Corp 0.00% Reduce -14.8% 17,769 $1.4M
Yousif Capital Management, LLC 0.01% Reduce -13.6% 16,385 $1.3M
Stifel Financial Corp. 0.00% Reduce -14.8% 16,352 $1.3M
Summit Trail Advisors, LLC 0.02% Add +50.0% 16,203 $1.3M
ExodusPoint Capital Management, LP 0.02% New 15,912 $1.2M
Cookson Peirce & Co. Inc. 0.05% Reduce -53.5% 15,907 $1.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +135.4% 15,532 $1.2M
Bayforest Capital Ltd 0.57% Add +4.6% 15,515 $1.2M
Candelo Capital Management LP 1.06% New 15,300 $1.2M
Amalgamated Bank 0.01% Add +5.2% 15,250 $1.2M
Aquatic Capital Management LLC 0.02% New 15,191 $1.2M
Arizona State Retirement System 0.01% Add +1.6% 15,016 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -18.8% 14,671 $1.1M
Police & Firemen's Retirement System of New Jersey 0.01% Add +20.3% 14,417 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 14,269 $1.1M
FIL Ltd 0.00% Reduce -38.9% 14,196 $1.1M
Captrust Financial Advisors 0.00% Reduce -0.8% 13,739 $1.1M
Bayesian Capital Management, LP 0.22% New 13,654 $1.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +3.0% 13,428 $1.0M
Schonfeld Strategic Advisors LLC 0.01% New 13,082 $1.0M
STRS Ohio 0.00% New 13,000 $1.0M
Jump Financial, LLC 0.01% New 12,866 $996K
Rafferty Asset Management, LLC 0.00% Reduce -2.8% 12,790 $990K
Osaic Holdings, Inc. 0.00% Add +2306.7% 14,416 $977K
Gsa Capital Partners LLP 0.08% Reduce -12.8% 12,089 $936K
Ensign Peak Advisors, Inc 0.00% Reduce -39.8% 12,052 $933K
Oregon Public Employees Retirement Fund 0.01% Add +1.8% 11,871 $919K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +31.7% 11,172 $865K
KLP Kapitalforvaltning As 0.00% No change 11,100 $859K
SG Americas Securities, LLC 0.00% Reduce -25.6% 11,104 $859K
Altfest L J & Co. Inc. 0.10% Reduce -13.3% 11,070 $857K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +5.2% 10,963 $849K
Gabelli Funds LLC 0.01% Reduce -16.7% 10,667 $826K
Needham Investment Management LLC 0.05% No change 10,000 $774K
Yarbrough Capital, LLC 0.02% No change 9,991 $773K
Neo Ivy Capital Management 0.19% Reduce -80.6% 9,844 $762K
ProShare Advisors LLC 0.00% Reduce -15.3% 9,822 $760K
Glenmede Investment Management, LP 0.00% Reduce -16.6% 9,658 $748K
Two Sigma Securities, LLC 0.11% New 9,494 $735K
Greenwood Capital Associates LLC 0.08% Reduce -5.9% 9,382 $726K
Bank of Montreal 0.00% Reduce -26.0% 9,167 $710K
Harel Insurance Investments & Financial Services Ltd. 0.01% Add +18.1% 9,158 $709K
Susquehanna International Group, LLP 0.00% Reduce -87.5% 8,668 $671K
Keybank National Association 0.00% Reduce -7.6% 8,561 $663K
Verition Fund Management LLC 0.00% Reduce -95.2% 8,191 $634K
Quadrant Capital Group LLC 0.02% Add +0.1% 7,697 $596K
Cwm, LLC 0.00% Add +4.2% 7,660 $593K
Cim Investment Management Inc. 0.16% Reduce -51.9% 7,620 $590K
Maryland State Retirement & Pension System 0.01% Reduce -48.9% 7,580 $587K
Pictet Asset Management Holding SA 0.00% No change 7,491 $580K
PNC Financial Services Group, Inc. 0.00% Add +2.0% 7,175 $555K
New Age Alpha Advisors, LLC 0.02% Reduce -2.3% 6,929 $536K
Focus Partners Wealth 0.00% Add +3.0% 6,929 $536K
Caxton Associates LLP 0.01% New 6,813 $527K
Hunter Perkins Capital Management, LLC 0.11% Reduce -24.8% 6,660 $515K
Teacher Retirement System of Texas 0.00% Reduce -13.7% 6,647 $514K
Public Employees Retirement Association of Colorado 0.00% Reduce -2.8% 6,263 $485K
American Century Companies Inc. 0.00% Reduce -54.3% 5,919 $458K
Nomura Holdings Inc. 0.00% New 5,802 $449K
Corient Private Wealth LP 0.00% Reduce -60.8% 5,755 $445K
O'shaughnessy Asset Management, LLC 0.00% New 5,735 $444K
Pacer Advisors, Inc. 0.00% Reduce -4.6% 5,710 $442K
DekaBank Deutsche Girozentrale 0.00% No change 5,826 $435K
CIBC Bancorp USA Inc. 0.00% — 5,551 $430K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -0.6% 5,431 $420K
CIBC Asset Management Inc 0.00% No change 5,217 $404K
Evergreen Capital Management LLC 0.01% Add +30.0% 5,118 $396K
Wealth Enhancement Advisory Services, LLC 0.00% Add +9.4% 4,525 $378K
Jain Global LLC 0.01% New 4,866 $377K
Picton Mahoney Asset Management 0.00% New 4,740 $367K
EntryPoint Capital, LLC 0.14% New 4,677 $362K
Swedbank AB 0.00% New 4,665 $361K
Moors & Cabot, Inc. 0.02% Reduce -12.4% 4,600 $356K
Verdence Capital Advisors LLC 0.02% Add +1.8% 4,469 $351K
Ameritas Investment Partners, Inc. 0.01% Reduce -19.0% 4,351 $337K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 4,220 $327K
Lombard Odier Asset Management (USA) Corp 0.09% Reduce -44.7% 4,206 $326K
Centaurus Financial, Inc. 0.02% Reduce -15.6% 4,192 $324K
Vicus Capital 0.02% New 4,089 $316K
Xponance LLC 0.00% Add +0.7% 4,051 $314K
Vanguard Personalized Indexing Management, LLC 0.00% New 3,971 $307K
Alamea Verwaltungs GmbH 0.21% New 3,897 $302K
Headlands Technologies LLC 0.02% New 3,801 $294K
Johnson Investment Counsel Inc. 0.00% Reduce -37.5% 3,627 $281K
Mackenzie Financial Corp. 0.00% Reduce -80.3% 3,507 $271K
Storebrand Asset Management As 0.00% New 3,500 $271K
Mariner, LLC 0.00% New 3,486 $270K
NorthCrest Asset Manangement, LLC 0.01% New 3,213 $268K
Walleye Trading LLC 0.00% Reduce -6.2% 3,401 $263K
Panagora Asset Management Inc. 0.00% New 3,362 $260K
Crossmark Global Holdings, Inc. 0.00% New 3,281 $254K
Tidal Investments LLC 0.00% New 3,272 $253K
Forum Financial Management, LP 0.00% New 3,107 $240K
Optiver Holding B.V. 0.00% Add +1670.5% 3,063 $237K
Journey Strategic Wealth LLC 0.01% New 3,043 $236K
Atria Investments, Inc 0.00% New 2,941 $228K
Abacus Planning Group, Inc. 0.03% New 2,904 $225K
MGB Wealth Management, LLC 0.06% New 2,900 $224K
Peapack Gladstone Financial Corp. 0.00% New 2,827 $219K
Walleye Capital LLC 0.00% New 2,765 $214K
Intrua Financial, LLC 0.02% New 2,729 $211K
Capstone Investment Advisors, LLC 0.00% New 2,684 $208K
Marco Investment Management LLC 0.02% New 2,655 $205K
Hilltop National Bank 0.05% Add +27.2% 2,608 $202K
Vontobel Holding Ltd. 0.00% New 2,595 $201K
US Bancorp \de 0.00% No change 2,238 $173K
Peregrine Capital Management LLC 0.01% No change 2,134 $165K
Nisa Investment Advisors, LLC 0.00% Add +10.3% 1,941 $150K
KBC Group NV 0.00% No change 1,886 $146K
Penserra Capital Management LLC 0.00% New 1,872 $144K
CIBC Private Wealth Group LLC 0.00% Reduce -1.1% 1,772 $137K
Tower Research Capital LLC (TRC) 0.00% Reduce -73.4% 1,728 $134K
Arax Advisory Partners 0.00% Add +266.3% 1,685 $130K
GAMMA Investing LLC 0.01% Add +21.0% 1,600 $124K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +2.7% 1,305 $101K
Fifth Third Bancorp 0.00% Add +0.5% 1,251 $97K
State of Wyoming 0.01% New 1,124 $87K
Mark Sheptoff Financial Planning, LLC 0.04% No change 1,100 $85K
EverSource Wealth Advisors, LLC 0.00% Reduce -3.4% 897 $69K
Wexford Capital LP 0.02% New 853 $66K
Jones Financial Companies LLLP 0.00% Add +3.7% 708 $54K
GHP Investment Advisors, Inc. 0.00% No change 700 $54K
Signaturefd, LLC 0.00% Add +0.7% 697 $54K
Allworth Financial LP 0.00% Add +0.4% 688 $53K
Quaker Wealth Management, LLC 0.02% No change 644 $50K
AlphaQuest LLC 0.00% Add +41.9% 569 $44K
Public Employees Retirement System of Ohio 0.00% Reduce -12.4% 557 $43K
Versant Capital Management, Inc 0.00% No change 432 $33K
Leonteq Securities AG 0.00% Add +5.4% 432 $33K
Simplex Trading, LLC 0.00% Add +101.4% 427 $33K
Rockefeller Capital Management L.P. 0.00% New 425 $33K
Salomon & Ludwin, LLC 0.00% New 383 $32K
Coston, McIsaac & Partners 0.01% No change 396 $30K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 360 $28K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Reduce -46.0% 314 $24K
Danske Bank A/S 0.00% No change 300 $23K
Steward Partners Investment Advisory, LLC 0.00% New 300 $23K
Smartleaf Asset Management LLC 0.00% Add +17.4% 290 $22K
SBI Securities Co., Ltd. 0.00% Add +282.9% 268 $21K
UMB Bank, n.a. 0.00% Add +17.5% 268 $21K
Root Financial Partners, LLC 0.00% New 195 $15K
Parkside Financial Bank & Trust 0.00% No change 167 $13K
Parallel Advisors, LLC 0.00% No change 164 $13K
WPG Advisers, LLC 0.01% Add +10.1% 163 $13K
Huntington National Bank 0.00% No change 162 $13K
Quent Capital, LLC 0.00% New 161 $12K
Hemington Wealth Management 0.00% Add +9.1% 156 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Add +0.7% 150 $12K
Covestor Ltd 0.01% Reduce -4.5% 148 $11K
Hillsdale Investment Management Inc. 0.00% Reduce -20.0% 120 $9K
IFP Advisors, Inc 0.00% Add +264.5% 113 $9K
Bare Financial Services, Inc 0.00% Add +248.4% 108 $8K
Whittier Trust Co. 0.00% New 93 $8K
Toth Financial Advisory Corp. 0.00% No change 100 $8K
Larson Financial Group LLC 0.00% Add +89.1% 87 $7K
Rothschild Investment LLC 0.00% Reduce -19.1% 85 $7K
Fortitude Family Office, LLC 0.00% Add +3.8% 83 $6K
Federated Hermes, Inc. 0.00% Reduce -90.6% 75 $6K
Colonial Trust Co / SC 0.00% Reduce -1.3% 75 $6K
Farther Finance Advisors, LLC 0.00% Add +23.6% 68 $5K
Hantz Financial Services, Inc. 0.00% Add +100.0% 66 $5K
Wealthspire Advisors, LLC 0.00% New 60 $5K
Private Wealth Management Group, LLC 0.00% No change 56 $4K
Whittier Trust Co. of Nevada Inc. 0.00% No change 45 $4K
Clearstead Advisors, LLC 0.00% New 47 $4K
Aster Capital Management (DIFC) Ltd 0.00% Reduce -94.9% 40 $3K
Prestige Wealth Management Group LLC 0.00% No change 39 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -7.1% 39 $3K
Armstrong Advisory Group, Inc. 0.00% New 39 $3K
Farmers & Merchants Investments Inc. 0.00% Reduce -8.6% 32 $2K
Golden State Wealth Management, LLC 0.00% New 30 $2K
Physician Wealth Advisors, Inc. 0.00% No change 30 $2K
Raffa Wealth Management, LLC 0.00% No change 26 $2K
Sachetta, LLC 0.00% No change 20 $2K
Clearstead Trust, LLC 0.00% No change 18 $1K
Essential Partners LLC 0.00% Add +500.0% 18 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 16 $1K
MV Capital Management, Inc. 0.00% No change 14 $1K
SouthState Bank Corp 0.00% No change 10 $774
DiNuzzo Private Wealth, Inc. 0.00% Reduce -8.3% 11 $744
Financial Consulate, Inc. 0.00% New 9 $697
Sunbelt Securities, Inc. 0.00% New 8 $619
SJS Investment Consulting Inc. 0.00% No change 7 $542
Quarry LP 0.00% New 7 $542
Rialto Wealth Management, LLC 0.00% Add +50.0% 6 $465
HFM Investment Advisors, LLC 0.00% Add +20.0% 6 $464
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 6 $464
Abound Wealth Management 0.00% No change 4 $310
True Wealth Design, LLC 0.00% No change 3 $233
Bear Mountain Capital, Inc. 0.00% New 2 $158
Harbour Investments, Inc. 0.00% New 1 $77
Cloud Capital Management, LLC 0.00% New 10 $0

"% of holder's portfolio" is MRCY's weight in each manager's 13F, not the share of Mercury Systems Inc. the manager owns.