The Marcus Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 2.23 M | $34.62 M | -4.69% | 7.10% |
| ORBIS ALLAN GRAY LTD | 11/14/2025 | 1.77 M | $27.53 M | 29.06% | 5.64% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.50 M | $23.20 M | -0.90% | 4.76% |
| VANGUARD GROUP INC | 11/07/2025 | 1.40 M | $21.71 M | -7.72% | 4.45% |
| KLCM ADVISORS, INC. | 11/13/2025 | 1.01 M | $15.74 M | 1.06% | 3.23% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 912.70 K | $14.16 M | 4.62% | 2.90% |
| GAMCO INVESTORS, INC. ET AL | 11/12/2025 | 815.36 K | $12.65 M | -0.61% | 2.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 559.44 K | $8.68 M | -0.79% | 1.78% |
| STATE STREET CORP | 11/14/2025 | 546.09 K | $8.47 M | 0.74% | 1.74% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 419.49 K | $6.51 M | 56.65% | 1.33% |
| MORGAN STANLEY | 11/14/2025 | 371.21 K | $5.76 M | -12.82% | 1.18% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 363.25 K | $5.63 M | 4.17% | 1.15% |
| MARSHALL WACE, LLP | 11/13/2025 | 340.49 K | $5.28 M | 55.15% | 1.08% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 339.92 K | $5.27 M | -40.65% | 1.08% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 339.58 K | $5.26 M | 51.68% | 1.08% |
| BARCLAYS PLC | 11/12/2025 | 292.58 K | $4.54 M | -4.10% | 0.93% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 284.94 K | $4.42 M | 139.58% | 0.91% |
| NORTHERN TRUST CORP | 11/14/2025 | 267.62 K | $4.15 M | 20.81% | 0.85% |
| BANK OF MONTREAL /CAN/ | 11/13/2025 | 258.13 K | $4.00 M | 0.00% | 0.82% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 245.69 K | $3.81 M | -1.03% | 0.78% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 241.38 K | $3.74 M | -6.30% | 0.77% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 223.09 K | $3.46 M | -23.36% | 0.71% |
| BASTION ASSET MANAGEMENT INC. | 11/07/2025 | 220.17 K | $3.40 M | 100.00% | 0.70% |
| UBS GROUP AG | 11/13/2025 | 205.33 K | $3.18 M | 35.69% | 0.65% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 11/12/2025 | 203.18 K | $3.15 M | -2.42% | 0.65% |
| HEARTLAND ADVISORS INC | 11/07/2025 | 200.00 K | $3.10 M | 33.33% | 0.64% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 195.25 K | $3.03 M | 8.05% | 0.62% |
| GABELLI FUNDS LLC | 11/12/2025 | 190.00 K | $2.95 M | 0.90% | 0.60% |
| COVALENT PARTNERS LLC | 11/14/2025 | 167.00 K | $2.59 M | 0.00% | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 164.73 K | $2.55 M | 70.92% | 0.52% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 140.26 K | $2.18 M | 43.12% | 0.45% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 129.82 K | $2.01 M | -19.96% | 0.41% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 125.65 K | $1.95 M | -24.74% | 0.40% |
| CITADEL ADVISORS LLC | 11/14/2025 | 123.20 K | $1.91 M | 284.46% | 0.39% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 119.23 K | $1.85 M | -0.75% | 0.38% |
| JPMORGAN CHASE & CO | 11/26/2025 | 117.07 K | $1.82 M | -9.03% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 102.70 K | $1.59 M | 1.19% | 0.33% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 92.13 K | $1.43 M | -4.06% | 0.29% |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 11/04/2025 | 85.58 K | $1.33 M | -0.04% | 0.27% |
| NUVEEN, LLC | 11/12/2025 | 80.63 K | $1.25 M | -1.56% | 0.26% |
| MARTINGALE ASSET MANAGEMENT L P | 11/13/2025 | 74.64 K | $1.16 M | 0.00% | 0.24% |
| AXA INVESTMENT MANAGERS S.A. | 11/14/2025 | 72.64 K | $1.13 M | 100.00% | 0.23% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 72.59 K | $1.13 M | 3.62% | 0.23% |
| 11/12/2025 | 69.00 K | $1.07 M | 100.00% | 0.22% | |
| INVESCO LTD. | 11/13/2025 | 62.59 K | $970.72 K | 13.21% | 0.20% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 61.70 K | $956.94 K | -37.23% | 0.20% |
| GSA CAPITAL PARTNERS LLP | 11/07/2025 | 58.38 K | $905.00 K | 232.00% | 0.19% |
| FMR LLC | 11/13/2025 | 55.70 K | $863.95 K | 6.96% | 0.18% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/13/2025 | 52.24 K | $810.21 K | 0.00% | 0.17% |
| TREXQUANT INVESTMENT LP | 11/14/2025 | 49.77 K | $771.92 K | -31.95% | 0.16% |
The Marcus Corporation institutional Ownership - FAQ's
During the previous two years, 229 institutional investors and hedge funds held shares of The Marcus Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 2.23 M
Orbis Allan Gray Ltd: 1.77 M
DIMENSIONAL FUND ADVISORS LP: 1.5 M
VANGUARD GROUP INC: 1.4 M
KLCM Advisors, Inc.: 1.01 M
AMERICAN CENTURY COMPANIES INC: 912,696
60.75% of The Marcus Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 25.52 M shares in the last 24 months. This purchase volume represents approximately $391.55 M in transactions.