| 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.
| 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.
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