Who owns The Marcus Corporation (MCS)
Which tracked institutional funds hold MCS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MCS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MCS is one-sided between 2025-Q4 and 2026-Q1: 33 added or opened and 8 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MCS’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MCS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MCS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 134 tracked filers holding MCS, 58 increased or opened the position and 66 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MCS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 6
- VANGUARD CAPITAL MANAGEMENT LLC$17M
- VANGUARD PORTFOLIO MANAGEMENT LLC$4M
- VANGUARD FIDUCIARY TRUST CO$3M
- TUDOR INVESTMENT CORP ET AL$1M
- LAZARD ASSET MANAGEMENT LLC$844K
- Dynamic Technology Lab Private Ltd$550K
Full exits 1
- VANGUARD GROUP INC$22M
Largest adds
- GOLDMAN SACHS GROUP INC$6M
- Orbis Allan Gray Ltd$4M
- BlackRock, Inc.$4M
- AMERICAN CENTURY COMPANIES INC$3M
- ACADIAN ASSET MANAGEMENT LLC$3M
- DIMENSIONAL FUND ADVISORS LP$2M
Largest trims
- Bastion Asset Management Inc.$2M
- RENAISSANCE TECHNOLOGIES LLC$1M
- MORGAN STANLEY$1M
- UBS Group AG$801K
- MARSHALL WACE, LLP$783K
- MILLENNIUM MANAGEMENT LLC$662K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,185,073 | $38M | 10.0% | 2026-Q1 |
| Orbis Allan Gray Ltd added | 1,962,585 | $34M | 9.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,451,780 | $25M | 6.7% | 2026-Q1 |
| KLCM Advisors, Inc. trimmed | 1,038,615 | $18M | 4.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,036,798 | $18M | 4.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 991,067 | $17M | 4.6% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 912,505 | $16M | 4.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 571,079 | $10M | 2.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 568,196 | $10M | 2.6% | 2026-Q1 |
| STATE STREET CORP added | 517,479 | $9M | 2.4% | 2026-Q1 |
| Saber Capital Managment, LLC trimmed | 504,772 | $9M | 2.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 481,061 | $8M | 2.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 442,235 | $8M | 2.0% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 320,961 | $6M | 1.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 312,970 | $5M | 1.4% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 296,293 | $5M | 1.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 276,236 | $5M | 1.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 272,196 | $5M | 1.2% | 2026-Q1 |
| HEARTLAND ADVISORS INC added | 255,000 | $4M | 1.2% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 239,823 | $4M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 237,662 | $4M | 1.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 235,616 | $4M | 1.1% | 2026-Q1 |
| Bastion Asset Management Inc. trimmed | 243,132 | $4M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 218,934 | $4M | 1.0% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 213,262 | $4M | 1.0% | 2026-Q1 |
| GABELLI FUNDS LLC | 210,000 | $4M | 1.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 207,686 | $4M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 190,683 | $3M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 189,240 | $3M | 0.9% | 2026-Q1 |
| Empowered Funds, LLC added | 181,793 | $3M | 0.8% | 2026-Q1 |
| Pacific Ridge Capital Partners, LLC added | 167,910 | $3M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 149,490 | $3M | 0.7% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC | 128,835 | $2M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 127,015 | $2M | 0.6% | 2026-Q1 |
| Trexquant Investment LP added | 116,775 | $2M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 102,006 | $2M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 89,332 | $2M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 87,933 | $2M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 84,263 | $1M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 78,278 | $1M | 0.4% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 72,635 | $1M | 0.3% | 2026-Q1 |
| PDT Partners, LLC added | 71,754 | $1M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 71,000 | $1M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 67,690 | $1M | 0.3% | 2026-Q1 |
| Squarepoint Ops LLC added | 65,598 | $1M | 0.3% | 2026-Q1 |
| Teton Advisors, LLC | 65,000 | $1M | 0.3% | 2026-Q1 |
| FMR LLC added | 64,210 | $1M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 63,468 | $1M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 58,738 | $1M | 0.3% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 56,004 | $962K | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 52,795 | $906K | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 52,778 | $906K | 0.2% | 2026-Q1 |
| Clearbridge Investments, LLC | 52,238 | $897K | 0.2% | 2026-Q1 |
| Covalent Partners LLC | 50,000 | $858K | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 49,140 | $844K | 0.2% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 44,766 | $769K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 36,598 | $628K | 0.2% | 2026-Q1 |
| DIVERSIFIED MANAGEMENT INC | 36,425 | $625K | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 35,601 | $598K | 0.2% | 2026-Q1 |
| Walleye Trading LLC | 34,000 | $584K | 0.2% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd trimmed | 32,012 | $550K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 30,002 | $515K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 29,920 | $514K | 0.1% | 2026-Q1 |
| OARSMAN CAPITAL, INC. trimmed | 26,275 | $451K | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 26,268 | $451K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 24,181 | $415K | 0.1% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 22,700 | $390K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 21,002 | $361K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 21,210 | $329K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 16,637 | $286K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 16,573 | $285K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 15,810 | $271K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 1,394,795 | $22M | 5.8% | 2025-Q4 stale |
| BANK OF MONTREAL /CAN/ | 258,130 | $4M | 1.1% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 105,364 | $2M | 0.5% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC trimmed | 86,640 | $1M | 0.4% | 2025-Q2 stale |
| Jackson Creek Investment Advisors LLC trimmed | 85,582 | $1M | 0.4% | 2025-Q3 stale |
| AXA S.A. | 72,635 | $1M | 0.3% | 2025-Q2 stale |
| Teton Advisors, Inc. trimmed | 69,000 | $1M | 0.3% | 2025-Q2 stale |
| AXA Investment Managers S.A. new | 72,635 | $1M | 0.3% | 2025-Q3 stale |
| Ancora Advisors LLC trimmed | 46,948 | $784K | 0.2% | 2025-Q1 stale |
| Allianz Asset Management GmbH new | 44,637 | $745K | 0.2% | 2025-Q1 stale |
| Walleye Capital LLC added | 43,692 | $729K | 0.2% | 2025-Q1 stale |
| Swiss National Bank | 45,100 | $700K | 0.2% | 2025-Q3 stale |
| Manatuck Hill Partners, LLC trimmed | 40,000 | $674K | 0.2% | 2025-Q2 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al trimmed | 35,102 | $544K | 0.1% | 2025-Q3 stale |
| STRS OHIO added | 31,300 | $528K | 0.1% | 2025-Q2 stale |
| CAXTON ASSOCIATES LLP | 31,758 | $493K | 0.1% | 2025-Q3 stale |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 29,894 | $464K | 0.1% | 2025-Q4 stale |
| Petrus Trust Company, LTA trimmed | 26,799 | $452K | 0.1% | 2025-Q2 stale |
| Informed Momentum Co LLC trimmed | 24,796 | $414K | 0.1% | 2025-Q1 stale |
| Diametric Capital, LP added | 25,126 | $390K | 0.1% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 24,278 | $377K | 0.1% | 2025-Q4 stale |
| WINTON GROUP Ltd trimmed | 21,991 | $367K | 0.1% | 2025-Q1 stale |
| Versor Investments LP added | 22,300 | $346K | 0.1% | 2025-Q4 stale |
| Ensign Peak Advisors, Inc trimmed | 20,948 | $325K | 0.1% | 2025-Q3 stale |
| ZACKS INVESTMENT MANAGEMENT trimmed | 19,047 | $321K | 0.1% | 2025-Q2 stale |
| Arete Wealth Advisors, LLC new | 17,481 | $295K | 0.1% | 2025-Q2 stale |
| Engineers Gate Manager LP trimmed | 18,341 | $284K | 0.1% | 2025-Q4 stale |
| State of Wyoming trimmed | 18,153 | $282K | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.