Who owns The Marcus (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-Q2 13F filings (latest filed 2026-09-22). 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 2026-Q1 and 2026-Q2: 54 added or opened and 9 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 2026-Q1 and 2026-Q2, across 133 tracked filers holding MCS, 67 increased or opened the position and 59 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 3
- Informed Momentum Co LLC$1M
- SEI INVESTMENTS CO$874K
- ExodusPoint Capital Management, LP$565K
Full exits 5
- ACADIAN ASSET MANAGEMENT LLC$8M
- Bastion Asset Management Inc.$4M
- Covalent Partners LLC$858K
- JANE STREET GROUP, LLC$628K
- Dynamic Technology Lab Private Ltd$550K
Largest adds
- BlackRock, Inc.$18M
- Orbis Allan Gray Ltd$18M
- GOLDMAN SACHS GROUP INC$14M
- AMERICAN CENTURY COMPANIES INC$10M
- DIMENSIONAL FUND ADVISORS LP$9M
- JPMORGAN CHASE & CO$8M
Largest trims
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3M
- RENAISSANCE TECHNOLOGIES LLC$2M
- Saber Capital Managment, LLC$1M
- Trexquant Investment LP$907K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 2,365,611 | $55M | 12.0% | 2026-Q2 |
| Orbis Allan Gray Ltd added | 2,189,129 | $51M | 11.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,467,113 | $34M | 7.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 1,197,597 | $28M | 6.1% | 2026-Q2 |
| KLCM Advisors, Inc. trimmed | 995,125 | $23M | 5.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 943,026 | $22M | 4.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 917,366 | $22M | 4.7% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 875,505 | $21M | 4.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 571,826 | $13M | 2.9% | 2026-Q2 |
| STATE STREET CORP added | 521,511 | $12M | 2.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 362,270 | $9M | 1.9% | 2026-Q2 |
| Saber Capital Managment, LLC trimmed | 312,599 | $7M | 1.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 294,037 | $7M | 1.5% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 284,922 | $7M | 1.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 277,088 | $7M | 1.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 276,239 | $6M | 1.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 269,354 | $6M | 1.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 261,048 | $6M | 1.3% | 2026-Q2 |
| HEARTLAND ADVISORS INC | 255,000 | $6M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 246,562 | $6M | 1.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 235,675 | $6M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 234,831 | $6M | 1.2% | 2026-Q2 |
| MORGAN STANLEY added | 223,871 | $5M | 1.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 219,381 | $5M | 1.1% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 208,769 | $5M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 203,590 | $5M | 1.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 201,437 | $5M | 1.0% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 189,000 | $4M | 1.0% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 175,729 | $4M | 0.9% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 170,422 | $4M | 0.9% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC trimmed | 166,613 | $4M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 158,106 | $4M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 156,789 | $4M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 126,542 | $3M | 0.6% | 2026-Q2 |
| Quantinno Capital Management LP added | 125,324 | $3M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 89,704 | $2M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 87,145 | $2M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 76,536 | $2M | 0.4% | 2026-Q2 |
| PDT Partners, LLC | 71,754 | $2M | 0.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 70,808 | $2M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 70,303 | $2M | 0.4% | 2026-Q2 |
| FMR LLC added | 68,052 | $2M | 0.3% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 67,799 | $2M | 0.3% | 2026-Q2 |
| Teton Advisors, LLC | 65,000 | $2M | 0.3% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 64,050 | $2M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 63,460 | $1M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 58,557 | $1M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 57,001 | $1M | 0.3% | 2026-Q2 |
| Informed Momentum Co LLC added | 55,809 | $1M | 0.3% | 2026-Q2 |
| Campbell & CO Investment Adviser LLC added | 53,169 | $1M | 0.3% | 2026-Q2 |
| Clearbridge Investments, LLC | 52,238 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 47,094 | $1M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 46,822 | $1M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 44,312 | $1M | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 43,372 | $1M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 41,047 | $963K | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO new | 37,253 | $874K | 0.2% | 2026-Q2 |
| DIVERSIFIED MANAGEMENT INC | 36,425 | $855K | 0.2% | 2026-Q2 |
| Walleye Trading LLC | 34,000 | $798K | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 31,937 | $754K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 30,520 | $716K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 27,782 | $652K | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 26,685 | $626K | 0.1% | 2026-Q2 |
| OARSMAN CAPITAL, INC. | 26,275 | $616K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 25,580 | $600K | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 24,092 | $565K | 0.1% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD | 22,700 | $533K | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 22,610 | $388K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 22,376 | $525K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 21,690 | $509K | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC new | 21,131 | $496K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 20,330 | $477K | 0.1% | 2026-Q2 |
| Watershed Asset Management, L.L.C. new | 19,627 | $460K | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH new | 19,591 | $460K | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 16,496 | $387K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 15,915 | $373K | 0.1% | 2026-Q2 |
| Operose Advisors LLC | 15,390 | $361K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 14,135 | $332K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 13,368 | $314K | 0.1% | 2026-Q2 |
| Aquatic Capital Management LLC added | 13,246 | $311K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 12,704 | $298K | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd trimmed | 12,372 | $290K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 12,360 | $290K | 0.1% | 2026-Q2 |
| Creative Planning added | 12,029 | $282K | 0.1% | 2026-Q2 |
| BAILARD, INC. trimmed | 11,700 | $274K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. new | 11,492 | $270K | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO new | 10,814 | $254K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 10,438 | $245K | 0.1% | 2026-Q2 |
| Cannell & Spears LLC | 10,100 | $237K | 0.1% | 2026-Q2 |
| Y-Intercept (Hong Kong) Ltd trimmed | 9,319 | $219K | 0.0% | 2026-Q2 |
| Inscription Capital, LLC new | 9,241 | $217K | 0.0% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 8,636 | $203K | 0.0% | 2026-Q2 |
| MEEDER ASSET MANAGEMENT INC | 7,566 | $177K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 6,604 | $155K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 5,890 | $138K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 3,878 | $91K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,751 | $88K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,707 | $87K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 2,222 | $52K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. | 2,048 | $48K | 0.0% | 2026-Q2 |
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.