Marcus Ownership | Who Owns Marcus?

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Marcus Ownership Summary

Marcus is owned by 61.90% institutional investors, 5.35% insiders, and 32.75% retail investors. Blackrock is the largest institutional shareholder, holding 7.26% of MCS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.34% of its assets in Marcus shares.

MCS Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Marcus	61.90%	5.35%	32.75%
Sector	Communication Services Stocks	41.41%	13.19%	45.40%
Industry	Entertainment Stocks	46.59%	14.44%	38.97%
Idea	Travel Stocks List	61.17%	13.32%	25.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	2.30M	7.26%	$26.18M
Gate city capital management	1.67M	5.28%	$19.03M
Klcm advisors	1.57M	4.96%	$17.86M
Dimensional fund advisors lp	1.47M	4.63%	$16.68M
Vanguard group	1.44M	4.55%	$16.41M
Gamco investors, inc. et al	814.59K	2.57%	$9.26M
Orbis allan gray	771.71K	2.43%	$8.77M
Jpmorgan chase	768.05K	2.42%	$8.73M
Bank of montreal /can/	738.70K	2.33%	$8.57M
Millennium management	648.66K	2.05%	$7.38M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gate city capital management	1.67M	13.92%	$19.03M
Klcm advisors	1.57M	2.21%	$17.86M
Verdad advisers, lp	40.00K	0.53%	$454.80K
Range financial group	41.01K	0.41%	$881.63M
Teton advisors	70.00K	0.33%	$795.90K
Gamco investors, inc. et al	814.59K	0.10%	$9.26M
Bridgeway capital management	345.80K	0.09%	$3.93M
Marquette asset management	21.73K	0.08%	$467.15K
Oarsman capital	30.58K	0.08%	$347.69K
Mesirow financial investment management	225.59K	0.06%	$2.57M

Top Buyers

Holder	Shares	% Assets	Change
Klcm advisors	1.57M	2.21%	1.01M
Gate city capital management	1.67M	13.92%	707.58K
Hrt financial lp	367.71K	0.02%	332.52K
Millennium management	648.66K	0.00%	294.59K
Jane street group	304.77K	0.00%	284.21K

Top Sellers

Holder	Shares	% Assets	Change
Ubs group	341.75K	0.00%	-2.15M
Blackrock	2.30M	0.00%	-1.92M
Pacer advisors	-	-	-1.58M
Jpmorgan chase	768.05K	0.00%	-776.83K
Invesco	121.89K	0.00%	-653.42K

New Positions

Holder	Shares	% Assets	Change	Value
Range financial group	41.01K	0.41%	41.01K	$881.63M
Oarsman capital	30.58K	0.08%	30.58K	$347.69K
Walleye trading	29.70K	0.00%	29.70K	$337.69K
Advisory services network	28.56K	0.01%	28.56K	$324.68K
Lpl financial	24.99K	0.00%	24.99K	$284.13K

Sold Out

Holder	Change
Ghp investment advisors	-3.00
Nelson, van denburg & campbell wealth management group	-5.00
Reuter james wealth management	-29.00
Fifth third bancorp	-40.00
Spire wealth management	-53.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	132	-9.59%	19,827,852	-13.63%	61	1.21%	61	-11.59%	43	-17.31%
Jun 30, 2024	144	-11.11%	22,951,421	-22.13%	72	0.84%	67	-8.22%	52	-11.86%
Mar 31, 2024	162	0.62%	29,473,644	1.76%	92	1.11%	73	-10.98%	59	9.26%
Dec 31, 2023	161	5.23%	28,963,972	11.89%	91	1.37%	82	38.98%	54	-3.57%
Sep 30, 2023	153	5.52%	25,887,046	-0.03%	81	1.22%	59	-7.81%	56	27.27%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	735.66K	2.34%	-
Orbis SICAV Global Bal Instl Inv	667.45K	2.12%	161.51K
iShares Russell 2000 ETF	647.64K	2.06%	-2.50K
Avantis US Small Cap Value ETF	617.58K	1.96%	480.00
1290 VT GAMCO Small Company Value IB	610.00K	1.94%	-5.70K
Vanguard Institutional Extnd Mkt Idx Tr	370.86K	1.18%	-25.25K
DFA US Small Cap Value I	368.35K	1.17%	-
BlackRock Global Equity Mkt Netrl Instl	318.77K	1.01%	-9.07K
Fidelity Select Communication Services	295.30K	0.94%	-152.20K
Fidelity Small Cap Index	243.03K	0.77%	2.77K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 27, 2024	GERSHOWITZ DIANE M		Buy	$556.96K
Nov 06, 2024	KISSINGER THOMAS F	Sr Exec VP, Gen Counsel & Secy	Sell	$178.48K
Dec 28, 2022	OLSON BRUCE J	-	Sell	$48.32K
Dec 28, 2022	OLSON BRUCE J	-	Sell	$48.32K
Aug 05, 2022	KISSINGER THOMAS F	Sr Exec VP, Gen Counsel & Secy	Sell	$221.36K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	-	-

MCS Ownership FAQ

Who Owns Marcus?

Marcus shareholders are primarily institutional investors at 61.90%, followed by 5.35% insiders and 32.75% retail investors. The average institutional ownership in Marcus's industry, Entertainment Stocks , is 46.59%, which Marcus exceeds.

Who owns the most shares of Marcus?

Marcus’s largest shareholders are Blackrock (2.3M shares, 7.26%), Gate city capital management (1.67M shares, 5.28%), and Klcm advisors (1.57M shares, 4.96%). Together, they hold 17.50% of Marcus’s total shares outstanding.

Does Blackrock own Marcus?

Yes, BlackRock owns 7.26% of Marcus, totaling 2.3M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 26.18M$. In the last quarter, BlackRock decreased its holdings by -1.918M shares, a -45.44% change.

Who is Marcus’s biggest shareholder by percentage of total assets invested?

Gate city capital management is Marcus’s biggest shareholder by percentage of total assets invested, with 13.92% of its assets in 1.67M Marcus shares, valued at 19.03M$.

Who is the top mutual fund holder of Marcus shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Marcus shares, with 2.34% of its total shares outstanding invested in 735.66K Marcus shares.

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