Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in MCS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2.4M | $55.5M | +8.3% | 7.654% | 0.00% |
| 2 | Orbis Allan Gray Ltd | 2.2M | $51.4M | +11.5% | 7.083% | 0.18% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $34.4M | +1.1% | 4.747% | 0.01% |
| 4 | AMERICAN CENTURY COMPANIES INC | 1.2M | $28.1M | +15.5% | 3.875% | 0.01% |
| 5 | KLCM Advisors, Inc. | 995K | $23.3M | -4.2% | 3.220% | 1.84% |
| 6 | GOLDMAN SACHS GROUP INC | 943K | $22.1M | +96.0% | 3.051% | 0.00% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 917K | $21.5M | -7.4% | 2.968% | 0.00% |
| 8 | GAMCO INVESTORS, INC. ET AL | 876K | $20.5M | -4.0% | 2.833% | 0.18% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 572K | $13.4M | +0.6% | 1.850% | 0.00% |
| 10 | STATE STREET CORP | 522K | $12.2M | +0.8% | 1.687% | 0.00% |
| 11 | JPMORGAN CHASE & CO | 362K | $8.6M | +917.6% | 1.172% | 0.00% |
| 12 | Saber Capital Managment, LLC | 313K | $7.3M | -38.1% | 1.011% | 4.99% |
| 13 | D. E. Shaw & Co., Inc. | 294K | $6.9M | -8.4% | 0.951% | 0.00% |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 285K | $6.7M | -3.8% | 0.922% | 0.12% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 277K | $6.5M | -51.5% | 0.897% | 0.00% |
| 16 | Bank of New York Mellon Corp | 276K | $6.5M | 0.0% | 0.894% | 0.00% |
| 17 | BARCLAYS PLC | 269K | $6.3M | -1.0% | 0.872% | 0.00% |
| 18 | Qube Research & Technologies Ltd | 261K | $6.1M | +105.5% | 0.845% | 0.01% |
| 19 | HEARTLAND ADVISORS INC | 255K | $6.0M | 0.0% | 0.825% | 0.27% |
| 20 | CITADEL ADVISORS LLC | 249K | $5.8M | +30.5% | 0.805% | 0.00% |
| 21 | NORTHERN TRUST CORP | 247K | $5.8M | +3.7% | 0.798% | 0.00% |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 236K | $5.5M | -1.7% | 0.762% | 0.00% |
| 23 | MORGAN STANLEY | 224K | $5.3M | +18.3% | 0.724% | 0.00% |
| 24 | MARSHALL WACE, LLP | 219K | $5.1M | -6.9% | 0.710% | 0.00% |
| 25 | Mesirow Financial Investment Management, Inc. | 209K | $4.9M | -2.1% | 0.675% | 0.08% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MCS — a direct measure of their conviction.
Filings activity in MCS during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new MCS position in Q2 2026
Institutions that fully closed their MCS position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 139 | +3.7% | 66.52% | +2.83 pp | $462M | +42% |
| Q1 2026 | 134 | 1.5% | 63.69% | +0.74 pp | $327M | +12% |
| Q4 2025 | 136 | 0.7% | 62.95% | +1.47 pp | $292M | +1.4% |
| Q3 2025 | 137 | 7.4% | 61.48% | +1.89 pp | $288M | 4.5% |
| Q2 2025 | 148 | 3.9% | 59.59% | +0.22 pp | $302M | +0.0% |
| Q1 2025 | 154 | +0.0% | 59.37% | 140.62 pp | $302M | 88% |
| Q4 2024 | 154 | +21% | 199.99% | +140.46 pp | $2.49B | +791% |
| Q3 2024 | 127 | — | 59.53% | — | $280M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MCS stock.
Based on Q2 2026 13F filings, institutional ownership of The Marcus Corporation stands at 66.5%, held across 139 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MCS, with approximately 2,365,611 shares worth $0.06B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of MCS, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for MCS is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
23 institutions opened new positions in MCS during Q2 2026, while 15 fully exited. 103 added to existing positions and 12 trimmed.
MCS institutional ownership rose by 2.83 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 61.1% of all reported 13F value in MCS, and the top 25 account for 81.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Marcus Corporation (MCS) Institutional Ownership