MARCUS CORP - Common Stock (MCS) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
MCS on NYSE
Shares outstanding
23,640,900
Price per share
$15.57
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
19,145,484
Total reported value
$296,849,046
% of total 13F portfolios
0%
Share change
-395,062
Value change
-$6,165,230
Number of holders
133
Price from insider filings
$15.57
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MARCUS CORP - Common Stock (MCS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
MARCUS STEPHEN H 14% $74,235,659 4,512,806 MARCUS STEPHEN H 31 Dec 2024
GERSHOWITZ DIANE M 7.4% -2.2% $38,066,813 -$1,120,771 2,314,092 -2.9% GERSHOWITZ DIANE M 31 Mar 2025
BlackRock, Inc. 7.7% $31,145,542 1,893,346 BlackRock, Inc. 31 Mar 2025
ORBIS INVESTMENT MANAGEMENT LTD 8% +11% $29,447,105 +$2,196,366 1,891,272 +8.1% Orbis Investment Management Limited 31 Dec 2025
KLCM Advisors, Inc. 6.7% $26,798,530 1,629,090 KLCM Advisors, Inc. 30 Sep 2024
LAZARD ASSET MANAGEMENT LLC 0% $1,300 79 Lazard Asset Management LLC 30 Sep 2024

As of 31 Dec 2025, 133 institutional investors reported holding 19,145,484 shares of MARCUS CORP - Common Stock (MCS). This represents 81% of the company’s total 23,640,900 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of MARCUS CORP - Common Stock (MCS) together control 68% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.2% 2,176,221 -2.5% 0% $33,753,188
Orbis Allan Gray Ltd 8.1% 1,915,765 +7.9% 0.12% $29,713,515
DIMENSIONAL FUND ADVISORS LP 6.2% 1,469,323 -1.8% 0% $22,789,063
VANGUARD GROUP INC 5.9% 1,394,795 -0.38% 0% $21,633,270
KLCM Advisors, Inc. 4.6% 1,085,909 +7% 1.4% $16,842,449
AMERICAN CENTURY COMPANIES INC 4% 940,430 +3% 0.01% $14,586,069
GAMCO INVESTORS, INC. ET AL 3.9% 915,835 +12% 0.14% $14,204,601
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.6% 605,726 +172% 0.01% $9,394,810
GEODE CAPITAL MANAGEMENT, LLC 2.3% 541,284 -3.2% 0% $8,396,978
Saber Capital Managment, LLC 2.1% 505,209 0% 6.7% $7,835,792
STATE STREET CORP 2.1% 498,922 -8.6% 0% $7,738,280
RENAISSANCE TECHNOLOGIES LLC 1.8% 415,089 -1% 0.01% $6,438,030
Bastion Asset Management Inc. 1.6% 374,612 +70% 3.2% $5,715,535
D. E. Shaw & Co., Inc. 1.5% 343,310 +20% 0% $5,324,738
ACADIAN ASSET MANAGEMENT LLC 1.4% 323,603 -4.7% 0.01% $5,017,000
MARSHALL WACE, LLP 1.3% 311,291 -8.6% 0% $4,828,124
BARCLAYS PLC 1.3% 307,970 +5.3% 0% $4,776,615
Bank of New York Mellon Corp 1.3% 297,516 +21% 0% $4,614,481
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.2% 291,270 -20% 0.09% $4,517,598
MORGAN STANLEY 1.2% 276,331 -26% 0% $4,285,905
CITADEL ADVISORS LLC 0.99% 233,616 +90% 0% $3,623,384
NORTHERN TRUST CORP 0.97% 229,459 -14% 0% $3,558,910
GABELLI FUNDS LLC 0.89% 210,000 +11% 0.02% $3,257,100
RAYMOND JAMES FINANCIAL INC 0.87% 205,833 +25% 0% $3,192,468
HEARTLAND ADVISORS INC 0.87% 205,000 +2.5% 0.17% $3,179,550

Institutional Holders of MARCUS CORP - Common Stock (MCS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 19,145,484 $296,849,046 -$6,165,230 $15.51 133
2025 Q3 19,116,118 $296,457,437 +$5,260,810 $15.51 138
2025 Q2 18,720,744 $315,640,258 -$3,141,823 $16.86 145
2025 Q1 18,856,477 $314,705,658 -$8,988,009 $16.69 154
2024 Q4 19,215,146 $413,113,647 -$9,278,495 $21.50 152
2024 Q3 19,828,434 $298,736,387 -$46,412,356 $15.07 129
2024 Q2 22,961,897 $261,226,533 -$83,442,129 $11.37 143
2024 Q1 29,473,644 $420,509,759 +$7,013,153 $14.26 157
2023 Q4 28,963,964 $422,447,226 +$32,604,205 $14.58 157
2023 Q3 25,873,597 $400,323,285 +$1,329,195 $15.50 149
2023 Q2 25,893,561 $384,628,899 -$4,632,373 $14.83 143
2023 Q1 25,994,988 $415,877,615 +$9,934,411 $16.00 147
2022 Q4 25,509,431 $367,097,810 +$24,269,775 $14.39 141
2022 Q3 24,388,446 $340,011,465 +$9,118,224 $13.89 150
2022 Q2 23,690,214 $350,036,569 -$1,935,344 $14.77 130
2022 Q1 23,547,909 $416,305,447 +$1,016,240 $17.70 135
2021 Q4 23,884,939 $426,589,048 +$5,226,545 $17.86 129
2021 Q3 23,088,133 $402,907,560 -$22,990,646 $17.45 127
2021 Q2 24,185,947 $512,989,392 +$6,634,133 $21.21 135
2021 Q1 24,039,442 $481,241,241 +$56,922,450 $19.99 134
2020 Q4 21,367,337 $288,259,539 +$25,365,967 $13.48 137
2020 Q3 19,490,952 $150,786,179 -$4,071,611 $7.73 130
2020 Q2 19,331,929 $256,717,710 -$10,673,516 $13.27 125
2020 Q1 20,338,190 $250,737,833 -$28,960,767 $12.32 136
2019 Q4 20,908,578 $663,941,243 +$6,299,711 $31.77 167
2019 Q3 20,563,454 $761,027,877 +$22,010,755 $37.01 171
2019 Q2 20,063,429 $660,607,246 +$2,648,930 $32.96 182
2019 Q1 19,990,379 $800,188,357 +$73,855,437 $40.05 192
2018 Q4 18,201,758 $718,992,762 +$12,102,203 $39.50 199
2018 Q3 17,850,196 $750,544,428 +$39,469,375 $42.05 176
2018 Q2 16,990,939 $552,215,087 +$6,625,634 $32.50 152
2018 Q1 16,800,416 $509,894,375 -$339,016 $30.35 146
2017 Q4 16,843,812 $460,653,667 +$1,877,488 $27.35 145
2017 Q3 16,760,805 $464,276,953 +$6,107,522 $27.70 143
2017 Q2 16,478,254 $497,541,050 +$11,672,702 $30.20 158
2017 Q1 16,087,495 $516,369,550 +$78,464,408 $32.10 148
2016 Q4 15,895,436 $500,692,481 +$4,512,228 $31.50 147
2016 Q3 15,710,576 $393,416,724 +$11,229,219 $25.04 135
2016 Q2 15,288,110 $322,602,301 -$385,643 $21.10 122
2016 Q1 15,333,233 $290,543,370 -$892,164 $18.95 121
2015 Q4 15,376,004 $291,726,008 +$969,459 $18.97 124
2015 Q3 15,331,789 $296,245,395 +$4,251,549 $19.34 129
2015 Q2 15,113,574 $289,879,628 +$2,638,657 $19.18 125
2015 Q1 14,955,863 $318,268,674 +$4,030,991 $21.29 127
2014 Q4 14,825,129 $272,066,811 -$4,960,129 $18.51 118
2014 Q3 15,320,007 $242,050,652 +$2,392,911 $15.80 127
2014 Q2 15,118,973 $275,912,773 +$16,374,844 $18.25 121
2014 Q1 14,227,266 $237,599,831 +$77,266 $16.70 115