Marcus Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 2.37 M | $55.50 M | 8.26% | 7.64% |
| ORBIS ALLAN GRAY LTD | 08/14/2026 | 2.19 M | $51.36 M | 11.54% | 7.07% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.47 M | $34.42 M | 1.06% | 4.74% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 1.20 M | $28.10 M | 15.51% | 3.87% |
| KLCM ADVISORS, INC. | 08/06/2026 | 995.13 K | $23.35 M | -4.19% | 3.22% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 943.03 K | $22.12 M | 96.03% | 3.05% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 917.37 K | $21.52 M | -7.44% | 2.96% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 875.51 K | $20.54 M | -4.05% | 2.83% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 820.31 K | $19.23 M | 85.49% | 2.65% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 571.83 K | $13.42 M | 0.64% | 1.85% |
| STATE STREET CORP | 08/07/2026 | 521.51 K | $12.23 M | 0.78% | 1.69% |
| JPMORGAN CHASE & CO | 08/12/2026 | 362.27 K | $8.60 M | 917.58% | 1.17% |
| SABER CAPITAL MANAGMENT, LLC | 07/27/2026 | 312.60 K | $7.33 M | -38.07% | 1.01% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 294.04 K | $6.90 M | -8.39% | 0.95% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 284.92 K | $6.68 M | -3.84% | 0.92% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 277.09 K | $6.50 M | -51.48% | 0.90% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 276.24 K | $6.48 M | 0.00% | 0.89% |
| BARCLAYS PLC | 08/14/2026 | 269.35 K | $6.32 M | -1.04% | 0.87% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 261.05 K | $6.12 M | 105.53% | 0.84% |
| HEARTLAND ADVISORS INC | 08/11/2026 | 255.00 K | $5.98 M | 0.00% | 0.82% |
| NORTHERN TRUST CORP | 08/13/2026 | 246.56 K | $5.78 M | 3.74% | 0.80% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 235.68 K | $5.53 M | -1.73% | 0.76% |
| CITADEL ADVISORS LLC | 09/02/2026 | 234.83 K | $5.51 M | 23.15% | 0.76% |
| MORGAN STANLEY | 08/13/2026 | 223.87 K | $5.25 M | 18.30% | 0.72% |
| MARSHALL WACE, LLP | 08/13/2026 | 219.38 K | $5.15 M | -6.89% | 0.71% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 07/22/2026 | 208.77 K | $4.90 M | -2.11% | 0.67% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 203.59 K | $4.78 M | -7.01% | 0.66% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 201.44 K | $4.73 M | -3.89% | 0.65% |
| GABELLI FUNDS LLC | 08/12/2026 | 189.00 K | $4.43 M | -10.00% | 0.61% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 175.73 K | $4.12 M | 36.40% | 0.57% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 170.42 K | $4.00 M | -6.25% | 0.55% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/12/2026 | 166.61 K | $3.91 M | -0.77% | 0.54% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 158.11 K | $3.71 M | 5.76% | 0.51% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 156.79 K | $3.68 M | -49.90% | 0.51% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 126.54 K | $2.97 M | 86.94% | 0.41% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 125.32 K | $2.94 M | 22.86% | 0.40% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 89.70 K | $2.10 M | 6.46% | 0.29% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 89.70 K | $2.10 M | 100.00% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 87.15 K | $2.04 M | -2.45% | 0.28% |
| HSBC HOLDINGS PLC | 08/14/2026 | 76.54 K | $1.80 M | -12.96% | 0.25% |
| PDT PARTNERS, LLC | 08/14/2026 | 71.75 K | $1.68 M | 0.00% | 0.23% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 70.81 K | $1.66 M | -0.27% | 0.23% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 70.30 K | $1.65 M | 33.16% | 0.23% |
| FMR LLC | 08/13/2026 | 68.05 K | $1.60 M | 5.98% | 0.22% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 67.80 K | $1.59 M | 21.06% | 0.22% |
| TETON ADVISORS, LLC | 08/12/2026 | 65.00 K | $1.52 M | 0.00% | 0.21% |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 08/13/2026 | 64.05 K | $1.50 M | -11.82% | 0.21% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 63.46 K | $1.49 M | 338.68% | 0.21% |
| UBS GROUP AG | 08/13/2026 | 58.56 K | $1.37 M | -25.19% | 0.19% |
| NUVEEN, LLC | 08/11/2026 | 57.00 K | $1.34 M | 8.00% | 0.18% |
Marcus Corp. institutional Ownership - FAQ's
During the previous two years, 229 institutional investors and hedge funds held shares of Marcus Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 2.37 M
Orbis Allan Gray Ltd: 2.19 M
DIMENSIONAL FUND ADVISORS LP: 1.47 M
AMERICAN CENTURY COMPANIES INC: 1.2 M
KLCM Advisors, Inc.: 995,125
GOLDMAN SACHS GROUP INC: 943,026
66.69% of Marcus Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 28.60 M shares in the last 24 months. This purchase volume represents approximately $479.02 M in transactions.