Merlin, Inc.
MRLN- Exchange
- Nasdaq
- Industry
- Services-Computer Integrated Systems Design
- SEC CIK
- 0002028707
No open-market purchases or sales by Merlin, Inc. insiders were filed in the last 90 days; 62 institutions reported holding it in 13F filings for Q2 2026, worth $88.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Merlin, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 62
- +34 vs. Q1 2026
- Shares held
- 15.6M
- +11.9M (+320.7%) vs. Q1 2026
- Total value
- $88.9M
- +$61.6M (+225.7%) vs. Q1 2026
- New holders
- 44
- 7 more added
- Sold out
- 10
- 5 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MRLN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 62 | $88.9M |
| Q1 2026 | 29 | $27.3M |
| Q4 2025 | 58 | $195.4M |
| Q3 2025 | 42 | $244.3M |
| Q2 2025 | 43 | $244.5M |
| Q1 2025 | 35 | $212.2M |
| Q4 2024 | 27 | $142.5M |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Merlin, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Friedenthal Financial | 1 | $6 | 0.00% | +1 | New |
| Federation des caisses Desjardins du Quebec | 58 | $330 | 0.00% | +58 | New |
| Allworth Financial LP | 90 | $513 | 0.00% | −1,000−91.7% | Reduced |
| Archer Investment Corp | 120 | $683 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 454 | $2.58K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 527 | $3.00K | 0.00% | +527 | New |
| Rockefeller Capital Management L.P. | 600 | $3.41K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,130 | $6.43K | 0.00% | +1,130 | New |
| Persistent Asset Partners Ltd | 2,481 | $14.1K | 0.00% | +2,481 | New |
| JPMorgan Chase & Co | 2,903 | $14.2K | 0.00% | +2,903 | New |
| Advisor Group Holdings, Inc. | 4,170 | $23.7K | 0.00% | +2,050+96.7% | Added |
| Crewe Advisors LLC | 10,000 | $56.9K | 0.00% | +10,000 | New |
| Barclays PLC | 10,383 | $59.1K | 0.00% | +10,383 | New |
| Voleon Capital Management LP | 11,222 | $63.9K | 0.00% | +11,222 | New |
| Toronto Dominion Bank | 12,500 | $71.1K | 0.00% | −20,178−61.7% | Reduced |
| Vanguard Global Advisers, LLC | 14,684 | $83.6K | 0.00% | +14,684 | New |
| Pale Fire Capital SE | 16,000 | $91.0K | 0.01% | +16,000 | New |
| Magnetar Financial LLC | 18,000 | $102.4K | 0.00% | −12,688−41.3% | Reduced |
| Morgan Stanley | 18,584 | $105.7K | 0.00% | +12,900+227.0% | Added |
| K2 Principal Fund, L.P. | 20,000 | $113.8K | 0.01% | +20,000 | New |
| Royal Bank of Canada | 20,100 | $114.0K | 0.00% | +20,000+20,000.0% | Added |
| State of Tennessee, Treasury Department | 20,621 | $117.3K | 0.00% | +20,621 | New |
| Balentine LLC | 25,000 | $142.3K | 0.01% | +25,000 | New |
| Tocqueville Asset Management L.P. | 26,000 | $147.9K | 0.00% | +26,000 | New |
| Cpwa, LLC | 28,096 | $159.9K | 0.19% | +28,096 | New |
| Millennium Management LLC | 28,650 | $163.0K | 0.00% | +28,650 | New |
| Engineers Gate Manager LP | 29,107 | $165.6K | 0.00% | +29,107 | New |
| Parkwood LLC | 29,663 | $169.0K | 0.01% | +29,663 | New |
| Commonwealth Equity Services, LLC | 30,720 | $174.8K | 0.00% | +30,720 | New |
| Board of Trustees of The Leland Stanford Junior University | 32,668 | $185.9K | 0.03% | 00.0% | Unchanged |
| DnB Asset Management AS | 33,478 | $190.5K | 0.00% | +33,478 | New |
| Alpine Global Management, LLC | 35,000 | $199.2K | 0.03% | +35,000 | New |
| Squarepoint Ops LLC | 40,336 | $229.5K | 0.00% | +40,336 | New |
| Aviva PLC | 45,419 | $258.4K | 0.00% | +45,419 | New |
| LMR Partners LLP | 47,500 | $270.3K | 0.00% | +47,500 | New |
| Jefferies Financial Group Inc. | 50,000 | $284.5K | 0.00% | +50,000 | New |
| Group One Trading, L.P. | 66,715 | $379.6K | 0.01% | +66,715 | New |
| Diametric Capital, LP | 72,465 | $412.3K | 0.04% | −52,159−41.9% | Reduced |
| Venture Visionary Partners LLC | 73,970 | $420.9K | 0.01% | +73,970 | New |
| Citadel Advisors LLC | 74,573 | $424.3K | 0.00% | +74,573 | New |
| Alberta Investment Management Corp | 75,000 | $426.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 75,816 | $431.4K | 0.00% | +75,816 | New |
| Advisory Services Network, LLC | 77,600 | $441.5K | 0.01% | +77,600 | New |
| HighTower Advisors, LLC | 80,754 | $459.5K | 0.00% | +80,754 | New |
| Wells Fargo & Company | 81,600 | $464.3K | 0.00% | +81,600 | New |
| ExodusPoint Capital Management, LP | 85,567 | $486.9K | 0.00% | −258,280−75.1% | Reduced |
| Tudor Investment Corp Et Al | 100,000 | $569.0K | 0.00% | +100,000 | New |
| Marex Group plc | 131,500 | $748.2K | 0.01% | +131,500 | New |
| LPL Financial LLC | 161,930 | $921.4K | 0.00% | +161,930 | New |
| State Street Corp | 165,700 | $942.8K | 0.00% | +165,700 | New |
| Marshall Wace, LLP | 176,099 | $1.00M | 0.00% | +176,099 | New |
| Vanguard Fiduciary Trust Co | 184,720 | $1.05M | 0.00% | +184,720 | New |
| Charles Schwab Investment Management Inc | 224,414 | $1.28M | 0.00% | +224,414 | New |
| Jane Street Group, LLC | 280,778 | $1.60M | 0.00% | +228,340+435.4% | Added |
| Susquehanna International Group, LLP | 358,644 | $2.04M | 0.00% | +358,644 | New |
| Vanguard Capital Management LLC | 391,813 | $2.23M | 0.00% | +391,813 | New |
| Geode Capital Management, LLC | 426,791 | $2.43M | 0.00% | +376,786+753.5% | Added |
| XTX Topco Ltd | 431,905 | $2.46M | 0.03% | +402,197+1,353.8% | Added |
| BlackRock, Inc. | 711,898 | $4.05M | 0.00% | +711,898 | New |
| UBS Group AG | 1,034,899 | $5.89M | 0.00% | +761,813+279.0% | Added |
| Baillie Gifford & Co | 2,016,289 | $11.5M | 0.01% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 7,402,996 | $42.1M | 0.11% | +7,402,996 | New |
| Continental General Insurance Co | 0 | $0 | 0.00% | −239,872−100.0% | Sold out |
| Greenhaven Road Investment Management, L.P. | 0 | $0 | 0.00% | −108,233−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −78,709−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −36,762−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,515−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −14,135−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −11,466−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |