Ranked by reported Q1 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. | 2.2M | $37.5M | +0.4% | 7.013% | 0.00% |
| 2 | Orbis Allan Gray Ltd | 2.0M | $33.7M | +2.4% | 6.299% | 0.14% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $24.9M | -1.2% | 4.659% | 0.01% |
| 4 | KLCM Advisors, Inc. | 1.0M | $17.8M | -4.4% | 3.333% | 2.28% |
| 5 | AMERICAN CENTURY COMPANIES INC | 1.0M | $17.8M | +10.3% | 3.327% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 991K | $17.0M | β | 3.181% | 0.00% |
| 7 | GAMCO INVESTORS, INC. ET AL | 913K | $15.7M | -0.4% | 2.929% | 0.15% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 571K | $9.8M | -5.7% | 1.833% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 568K | $9.8M | +5.0% | 1.824% | 0.00% |
| 10 | STATE STREET CORP | 517K | $8.9M | +3.7% | 1.661% | 0.00% |
| 11 | Saber Capital Managment, LLC | 505K | $8.7M | -0.1% | 1.620% | 6.70% |
| 12 | GOLDMAN SACHS GROUP INC | 481K | $8.3M | +195.7% | 1.544% | 0.00% |
| 13 | D. E. Shaw & Co., Inc. | 321K | $5.5M | -6.5% | 1.030% | 0.01% |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 313K | $5.4M | -24.6% | 1.004% | 0.01% |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 296K | $5.1M | +1.7% | 0.951% | 0.10% |
| 16 | Bank of New York Mellon Corp | 276K | $4.7M | -7.1% | 0.887% | 0.00% |
| 17 | BARCLAYS PLC | 272K | $4.7M | -11.6% | 0.874% | 0.00% |
| 18 | HEARTLAND ADVISORS INC | 255K | $4.4M | +24.4% | 0.818% | 0.22% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 240K | $4.1M | β | 0.770% | 0.00% |
| 20 | NORTHERN TRUST CORP | 238K | $4.1M | +3.6% | 0.763% | 0.00% |
| 21 | MARSHALL WACE, LLP | 236K | $4.0M | -24.3% | 0.756% | 0.00% |
| 22 | Bastion Asset Management Inc. | 243K | $3.9M | -35.1% | 0.780% | 1.20% |
| 23 | RAYMOND JAMES FINANCIAL INC | 219K | $3.8M | +6.4% | 0.703% | 0.00% |
| 24 | Mesirow Financial Investment Management, Inc. | 213K | $3.7M | +4.4% | 0.684% | 0.06% |
| 25 | GABELLI FUNDS LLC | 210K | $3.6M | 0.0% | 0.674% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in MCS β a direct measure of their conviction.
Filings activity in MCS during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MCS position in Q1 2026
Institutions that fully closed their MCS position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 132 | 2.9% | 46.63% | +4.81 pp | $326M | +12% |
| Q4 2025 | 136 | +0.0% | 41.82% | +0.64 pp | $292M | +1.6% |
| Q3 2025 | 136 | 8.1% | 41.18% | 2.03 pp | $288M | 4.7% |
| Q2 2025 | 148 | 3.9% | 43.21% | +0.00 pp | $302M | +0.0% |
| Q1 2025 | 154 | +0.0% | 43.21% | 156.78 pp | $302M | 88% |
| Q4 2024 | 154 | +21% | 199.99% | +160.01 pp | $2.49B | +791% |
| Q3 2024 | 127 | 9.3% | 39.98% | +6.66 pp | $280M | +20% |
| Q2 2024 | 140 | β | 33.32% | β | $233M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying MCS stock.
Based on Q1 2026 13F filings, institutional ownership of The Marcus Corporation stands at 46.6%, held across 132 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MCS, with approximately 2,185,073 shares worth $0.04B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of MCS, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for MCS is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
19 institutions opened new positions in MCS during Q1 2026, while 23 fully exited. 83 added to existing positions and 28 trimmed.
MCS institutional ownership rose by 4.81 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 59.2% of all reported 13F value in MCS, and the top 25 account for 81.8%.
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