Marcus Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 2.18 M | $33.75 M | -2.50% | 6.98% |
| ORBIS ALLAN GRAY LTD | 02/17/2026 | 1.92 M | $29.71 M | 7.95% | 6.15% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.47 M | $22.79 M | -1.77% | 4.71% |
| VANGUARD GROUP INC | 01/29/2026 | 1.39 M | $21.63 M | -0.38% | 4.47% |
| KLCM ADVISORS, INC. | 02/04/2026 | 1.09 M | $16.84 M | 6.99% | 3.48% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 940.43 K | $14.59 M | 3.04% | 3.02% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 915.84 K | $14.20 M | 12.32% | 2.94% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 605.73 K | $9.39 M | 171.52% | 1.94% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 541.28 K | $8.40 M | -3.24% | 1.74% |
| SABER CAPITAL MANAGMENT, LLC | 02/13/2026 | 505.21 K | $7.84 M | 100.00% | 1.62% |
| STATE STREET CORP | 02/13/2026 | 498.92 K | $7.74 M | -8.64% | 1.60% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 415.09 K | $6.44 M | -1.05% | 1.33% |
| BASTION ASSET MANAGEMENT INC. | 02/06/2026 | 374.61 K | $5.72 M | 70.14% | 1.20% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 343.31 K | $5.32 M | 20.49% | 1.10% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 323.60 K | $5.02 M | -4.71% | 1.04% |
| MARSHALL WACE, LLP | 02/13/2026 | 311.29 K | $4.83 M | -8.57% | 1.00% |
| BARCLAYS PLC | 02/13/2026 | 307.97 K | $4.78 M | 5.26% | 0.99% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 297.52 K | $4.61 M | 21.09% | 0.95% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 291.27 K | $4.52 M | -19.82% | 0.93% |
| MORGAN STANLEY | 02/13/2026 | 276.33 K | $4.29 M | -25.56% | 0.89% |
| CITADEL ADVISORS LLC | 02/17/2026 | 233.62 K | $3.62 M | 89.62% | 0.75% |
| NORTHERN TRUST CORP | 02/17/2026 | 229.46 K | $3.56 M | -14.26% | 0.74% |
| GABELLI FUNDS LLC | 02/05/2026 | 210.00 K | $3.26 M | 10.53% | 0.67% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 205.83 K | $3.19 M | 24.95% | 0.66% |
| HEARTLAND ADVISORS INC | 02/11/2026 | 205.00 K | $3.18 M | 2.50% | 0.66% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 02/05/2026 | 204.21 K | $3.17 M | 0.51% | 0.66% |
| EMPOWERED FUNDS, LLC | 02/11/2026 | 176.77 K | $2.74 M | -9.46% | 0.57% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 02/04/2026 | 167.26 K | $2.59 M | 100.00% | 0.54% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 162.67 K | $2.52 M | 15.97% | 0.52% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/17/2026 | 148.77 K | $2.31 M | -38.37% | 0.48% |
| UBS GROUP AG | 01/29/2026 | 138.33 K | $2.15 M | -32.63% | 0.44% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 136.59 K | $2.12 M | 8.71% | 0.44% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2026 | 128.84 K | $2.00 M | 8.06% | 0.41% |
| TREXQUANT INVESTMENT LP | 02/17/2026 | 105.68 K | $1.64 M | 112.34% | 0.34% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 101.14 K | $1.57 M | -70.25% | 0.32% |
| QUANTINNO CAPITAL MANAGEMENT LP | 02/17/2026 | 93.98 K | $1.46 M | 263.13% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 89.98 K | $1.40 M | -2.34% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 87.78 K | $1.36 M | -14.53% | 0.28% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 74.65 K | $1.16 M | 0.01% | 0.24% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 73.19 K | $1.14 M | 0.83% | 0.23% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 02/13/2026 | 72.64 K | $1.13 M | 20,020.50% | 0.23% |
| 02/05/2026 | 65.00 K | $1.01 M | -5.80% | 0.21% | |
| HSBC HOLDINGS PLC | 03/20/2026 | 60.50 K | $935.28 K | 49.19% | 0.19% |
| INVESCO LTD. | 02/19/2026 | 57.98 K | $899.19 K | -7.37% | 0.19% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 57.27 K | $888.23 K | -55.89% | 0.18% |
| FMR LLC | 02/17/2026 | 56.93 K | $883.04 K | 2.21% | 0.18% |
| NUVEEN, LLC | 02/12/2026 | 56.72 K | $879.79 K | -29.65% | 0.18% |
| JANE STREET GROUP, LLC | 02/12/2026 | 53.73 K | $833.38 K | 263.79% | 0.17% |
| CLEARBRIDGE INVESTMENTS, LLC | 02/11/2026 | 52.24 K | $810.21 K | 0.00% | 0.17% |
| COVALENT PARTNERS LLC | 02/17/2026 | 50.00 K | $775.50 K | -70.06% | 0.16% |
Marcus Corp. institutional Ownership - FAQ's
During the previous two years, 221 institutional investors and hedge funds held shares of Marcus Corp.. The most heavily invested institutionals were:
KLCM Advisors, Inc.: 1.04 M
Bank of New York Mellon Corp: 276,236
Bastion Asset Management Inc.: 243,132
Mesirow Financial Investment Management, Inc.: 213,262
HSBC HOLDINGS PLC: 87,933
UBS Group AG: 78,278
62.17% of Marcus Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 26.16 M shares in the last 24 months. This purchase volume represents approximately $438.23 M in transactions.