MERLIN INC (MRLN)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
Institutions report 15,630,821 shares against 101,067,784 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | $42.1M | 7,402,996 | 0.11% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.7M incl. $9.6M options CALL+PUT | 358,644 | 0.00% | new | NEW |
| BAILLIE GIFFORD & CO | $11.5M | 2,016,289 | 0.01% | 2q | HELD |
| JANE STREET GROUP, LLC | $7.7M incl. $6.1M options CALL+PUT | 280,778 | 0.00% | 2q | +435.4%+$6.3M |
| GROUP ONE TRADING LLC | $7.5M incl. $7.1M options CALL+PUT | 66,715 | 0.01% | new | NEW |
| UBS Group AG | $5.9M | 1,034,899 | 0.00% | 2q | +279.0%+$4.3M |
| CITADEL ADVISORS LLC | $5.3M incl. $4.9M options CALL+PUT | 74,573 | 0.00% | new | NEW |
| BlackRock, Inc. | $4.1M | 711,898 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $2.7M incl. $2.7M options CALL+PUT | 527 | 0.00% | new | NEW |
| XTX Topco Ltd | $2.5M | 431,905 | 0.03% | 2q | +1353.8%+$2.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $2.4M | 426,791 | 0.00% | 2q | +753.5%+$2.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.2M | 391,813 | 0.00% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3M | 224,414 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $1.1M | 184,720 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $1.0M | 176,099 | 0.00% | new | NEW |
| STATE STREET CORP | $942.8K | 165,700 | 0.00% | new | NEW |
| LPL Financial LLC | $921.4K | 161,930 | 0.00% | new | NEW |
| Marex Group Ltd | $748.2K | 131,500 | 0.00% | new | NEW |
| Venture Visionary Partners LLC | $591.6K incl. $170.7K options CALL | 73,970 | 0.02% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $569.0K | 100,000 | 0.00% | new | NEW |
| ExodusPoint Capital Management, LP | $486.9K | 85,567 | 0.00% | 2q | -75.1%-$1.5M |
| WELLS FARGO & COMPANY/MN | $464.3K | 81,600 | 0.00% | new | NEW |
| HighTower Advisors, LLC | $459.5K | 80,754 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $450.6K incl. $9.1K options CALL | 77,600 | 0.01% | new | NEW |
| NORTHERN TRUST CORP | $431.4K | 75,816 | 0.00% | new | NEW |
| Alberta Investment Management Corp | $426.8K | 75,000 | 0.00% | 2q | HELD |
| Diametric Capital, LP | $412.3K | 72,465 | 0.04% | 2q | -41.9%-$296.8K |
| Jefferies Financial Group Inc. | $284.5K | 50,000 | 0.00% | new | NEW |
| LMR Partners LLP | $270.3K | 47,500 | 0.00% | new | NEW |
| AVIVA PLC | $258.4K | 45,419 | 0.00% | new | NEW |
| Squarepoint Ops LLC | $229.5K | 40,336 | 0.00% | new | NEW |
| Alpine Global Management, LLC | $199.2K | 35,000 | 0.03% | new | NEW |
| DNB Asset Management AS | $190.5K | 33,478 | 0.00% | new | NEW |
| Board of Trustees of The Leland Stanford Junior University | $185.9K | 32,668 | 0.03% | 2q | HELD |
| IMC-Chicago, LLC | $184.9K CALL+PUT | options only | 0.00% | new | OPTIONS |
| COMMONWEALTH EQUITY SERVICES, LLC | $174.8K | 30,720 | 0.00% | new | NEW |
| Parkwood LLC | $169.0K | 29,663 | 0.01% | new | NEW |
| Engineers Gate Manager LP | $165.6K | 29,107 | 0.00% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $163.0K | 28,650 | 0.00% | new | NEW |
| CPWA, LLC | $159.9K | 28,096 | 0.19% | new | NEW |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $147.9K | 26,000 | 0.00% | new | NEW |
| Balentine LLC | $142.2K | 25,000 | 0.01% | new | NEW |
| State of Tennessee, Department of Treasury | $117.3K | 20,621 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $114.0K | 20,100 | 0.00% | 2q | +20000.0%+$113.4K |
| K2 PRINCIPAL FUND, L.P. | $113.8K | 20,000 | 0.01% | new | NEW |
| MORGAN STANLEY | $105.7K | 18,584 | 0.00% | 2q | +227.0%+$73.4K |
| Magnetar Financial LLC | $102.4K | 18,000 | 0.00% | 2q | -41.3%-$72.2K |
| Belvedere Trading LLC | $99.0K CALL | options only | 0.00% | new | OPTIONS |
| Pale Fire Capital SE | $91.0K | 16,000 | 0.01% | new | NEW |
| Vanguard Global Advisers, LLC | $83.6K | 14,684 | 0.00% | new | NEW |
| TORONTO DOMINION BANK | $71.1K | 12,500 | 0.00% | 2q | -61.7%-$114.8K |
| Voleon Capital Management LP | $63.9K | 11,222 | 0.00% | new | NEW |
| BARCLAYS PLC | $59.1K | 10,383 | 0.00% | new | NEW |
| Crewe Advisors LLC | $56.9K | 10,000 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $23.7K | 4,170 | 0.00% | 2q | +96.7%+$11.7K |
| JPMORGAN CHASE & CO | $14.2K | 2,903 | 0.00% | new | NEW |
| Persistent Asset Partners Ltd | $14.1K | 2,481 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $6.4K | 1,130 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $3.4K | 600 | 0.00% | 2q | HELD |
| Hurley Capital, LLC | $2.6K | 454 | 0.00% | 2q | HELD |
| Archer Investment Corp | $1.4K | 240 | 0.00% | 2q | +100.0% |
| Allworth Financial LP | $513 | 90 | 0.00% | 2q | -91.7%-$5.7K |
| Federation des caisses Desjardins du Quebec | $330 | 58 | 0.00% | new | NEW |
| Friedenthal Financial | $6 | 1 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-13 | 13G | Inflection Point Fund I, LPwith 2 co-filers | 9.9% |
| 2026-09-18 | 13G/A | FR Capital Holdings, L.P.with 2 co-filers | 1.0% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-27 | 2026-10-27 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $945.4K | 469,396 | 5 | 0 | 1 | 6.7% |
| Q2 2026 | 64 | $119.8M | 15,630,821 | 51 | 8 | 5 | 25.8% |
| Q1 2026 | 29 | $27.3M | 3,715,381 | 29 | 0 | 0 | 0.0% |
| Q4 2021 | 79 | $6.1B | 262,552,602 | 8 | 16 | 24 | 0.0% |
| Q3 2021 | 77 | $201.5M | 9,036,732 | 9 | 19 | 21 | 0.3% |
| Q2 2021 | 72 | $161.9M | 7,072,951 | 18 | 16 | 25 | 0.6% |
| Q1 2021 | 63 | $90.6M | 6,625,770 | 6 | 16 | 25 | 0.0% |
| Q4 2020 | 64 | $84.6M | 6,913,840 | 7 | 16 | 24 | 0.0% |
| Q3 2020 | 63 | $73.6M | 10,430,338 | 6 | 12 | 28 | 0.1% |
| Q2 2020 | 64 | $86.2M | 10,188,219 | 6 | 20 | 24 | 0.0% |
| Q1 2020 | 73 | $118.5M | 10,613,214 | 4 | 20 | 28 | 0.0% |
| Q4 2019 | 76 | $561.7M | 25,553,118 | 3 | 19 | 23 | 0.0% |
| Q3 2019 | 75 | $643.8M | 25,558,558 | 5 | 22 | 19 | 0.0% |
| Q2 2019 | 77 | $637.1M | 25,538,617 | 7 | 25 | 16 | 0.1% |
| Q1 2019 | 79 | $547.4M | 25,436,508 | 9 | 23 | 20 | 0.1% |
| Q4 2018 | 74 | $235.4M | 10,543,712 | 1 | 0 | 2 | 0.0% |
