Marcus Ownership 2024 | Who Owns Marcus Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

72.34%

Insider Ownership

5.21%

Retail Ownership

22.44%

Institutional Holders

139.00

Marcus Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.7.26%0.00%2,302,196-1,917,703-45.44%26,175,969Jun 30, 2024
GATE CITY CAPITAL MANAGEMENT, LLC5.28%13.92%1,673,740707,57873.24%19,030,424Jun 30, 2024
KLCM ADVISORS, INC.4.96%2.21%1,570,7651,012,476181.35%17,859,598Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP4.63%0.00%1,466,826-415,834-22.09%16,677,537Jun 30, 2024
VANGUARD GROUP INC4.55%0.00%1,442,845-410,421-22.15%16,405,147Jun 30, 2024
GAMCO INVESTORS, INC. ET AL2.57%0.10%814,58946,2006.01%9,261,877Jun 30, 2024
ORBIS ALLAN GRAY LTD2.43%0.05%771,710192,33533.20%8,774,342Jun 30, 2024
JPMORGAN CHASE & CO2.42%0.00%768,051-776,831-50.28%8,732,740Jun 30, 2024
BANK OF MONTREAL /CAN/2.33%0.00%738,700-219,261-22.89%8,568,920Jun 30, 2024
UBS GROUP AG2.20%0.00%698,169-582,268-45.47%7,938,182Jun 30, 2024
MILLENNIUM MANAGEMENT LLC2.05%0.00%648,664294,59383.20%7,375,310Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.75%0.00%554,36713,1352.43%6,303,901Jun 30, 2024
STATE STREET CORP1.71%0.00%541,032-393,867-42.13%6,151,534,000Jun 30, 2024
FMR LLC1.65%0.00%521,410-329,006-38.69%5,928,437Jun 30, 2024
AMERICAN CENTURY COMPANIES INC1.57%0.00%497,28446,89110.41%5,654,119Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC1.40%0.01%442,889183,90971.01%5,035,648Jun 30, 2024
HRT FINANCIAL LP1.16%0.02%367,709332,518944.89%4,180,000Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.09%0.09%345,80210,9803.28%3,931,769Jun 30, 2024
UBS GROUP AG1.08%0.00%341,750-2,146,900-86.27%3,885,698Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC1.00%0.01%317,092-119,753-27.41%3,604,000Jun 30, 2024

Marcus's largest institutional shareholder is BLACKROCK INC., holding 7.26% of the company's total share outstanding, currently valued at $26.18M. The top 10 institutional shareholders own together 38.64% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GATE CITY CAPITAL MANAGEMENT, LLC5.28%13.92%1,673,740707,57873.24%19,030,424Jun 30, 2024
KLCM ADVISORS, INC.4.96%2.21%1,570,7651,012,476181.35%17,859,598Jun 30, 2024
CORRE PARTNERS MANAGEMENT, LLC0.12%1.27%38,270--435,130Jun 30, 2024
VERDAD ADVISERS, LP0.13%0.53%40,000-42,428-51.47%454,800Jun 30, 2024
UNION SQUARE PARK CAPITAL MANAGEMENT, LLC0.14%0.45%45,00045,000100.00%511,650Jun 30, 2024
TETON ADVISORS, INC.0.22%0.33%70,000--795,900Jun 30, 2024
RIVERWATER PARTNERS LLC0.05%0.12%14,361-1,698-10.57%163,285Jun 30, 2024
CLEARALPHA TECHNOLOGIES LP0.10%0.12%31,5373,28811.64%358,576Jun 30, 2024
GAMCO INVESTORS, INC. ET AL2.57%0.10%814,58946,2006.01%9,261,877Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC1.09%0.09%345,80210,9803.28%3,931,769Jun 30, 2024
OARSMAN CAPITAL, INC.0.10%0.08%30,58030,580100.00%347,695Jun 30, 2024
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.0.71%0.06%225,593-2,754-1.21%2,565,064Jun 30, 2024
ORBIS ALLAN GRAY LTD2.43%0.05%771,710192,33533.20%8,774,342Jun 30, 2024
ENTRYPOINT CAPITAL, LLC0.01%0.05%2,8531,891196.57%32,439Jun 30, 2024
EXCHANGE TRADED CONCEPTS, LLC0.34%0.03%106,6605,7785.73%1,212,724Jun 30, 2024
EMPOWERED FUNDS, LLC0.48%0.03%152,80210,9807.74%1,737,359Jun 30, 2024
HRT FINANCIAL LP1.16%0.02%367,709332,518944.89%4,180,000Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.04%0.02%12,20612,206100.00%138,782Jun 30, 2024
WATER ISLAND CAPITAL LLC0.06%0.02%18,20018,200100.00%207,000Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.18%0.02%56,42356,423100.00%641,530Jun 30, 2024

The largest Marcus shareholder by % of total assets is GATE CITY CAPITAL MANAGEMENT, LLC. The company owns 1.67M shares of Marcus (MCS), representing 13.92% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KLCM ADVISORS, INC.4.96%2.21%1,570,7651,012,476181.35%17,859,598Jun 30, 2024
GATE CITY CAPITAL MANAGEMENT, LLC5.28%13.92%1,673,740707,57873.24%19,030,424Jun 30, 2024
HRT FINANCIAL LP1.16%0.02%367,709332,518944.89%4,180,000Jun 30, 2024
MILLENNIUM MANAGEMENT LLC2.05%0.00%648,664294,59383.20%7,375,310Jun 30, 2024
ORBIS ALLAN GRAY LTD2.43%0.05%771,710192,33533.20%8,774,342Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC1.40%0.01%442,889183,90971.01%5,035,648Jun 30, 2024
BANK OF AMERICA CORP /DE/0.69%0.00%220,172181,090463.36%2,503,355Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.27%0.01%85,25085,250100.00%969,000Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP0.26%0.01%83,16583,165100.00%945,586Jun 30, 2024
SQUAREPOINT OPS LLC0.73%0.00%231,99660,92135.61%2,637,795Jun 30, 2024
PALOMA PARTNERS MANAGEMENT CO0.18%0.02%56,42356,423100.00%641,530Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.15%0.00%47,42047,420100.00%539,165Jun 30, 2024
AMERICAN CENTURY COMPANIES INC1.57%0.00%497,28446,89110.41%5,654,119Jun 30, 2024
BARCLAYS PLC0.53%0.00%166,74446,81539.04%1,895,000Jun 30, 2024
GAMCO INVESTORS, INC. ET AL2.57%0.10%814,58946,2006.01%9,261,877Jun 30, 2024
UNION SQUARE PARK CAPITAL MANAGEMENT, LLC0.14%0.45%45,00045,000100.00%511,650Jun 30, 2024
WEISS ASSET MANAGEMENT LP0.11%0.02%35,67835,678100.00%405,659Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.14%0.00%45,17934,954341.85%513,685Jun 30, 2024
MARTINGALE ASSET MANAGEMENT L P0.11%0.01%33,48033,480100.00%380,668Jun 30, 2024
GOLDMAN SACHS GROUP INC0.51%0.00%160,46931,48524.41%1,824,529Jun 30, 2024

As of Jun 30 2024, Marcus's largest institutional buyer is KLCM ADVISORS, INC.. The company purchased 1.01M stocks of MCS, valued at $17.86M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
UBS GROUP AG1.08%0.00%341,750-2,146,900-86.27%3,885,698Jun 30, 2024
BLACKROCK INC.7.26%0.00%2,302,196-1,917,703-45.44%26,175,969Jun 30, 2024
PACER ADVISORS, INC.----1,581,315-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO2.42%0.00%768,051-776,831-50.28%8,732,740Jun 30, 2024
INVESCO LTD.0.38%0.00%121,894-653,421-84.28%1,385,935Jun 30, 2024
UBS GROUP AG2.20%0.00%698,169-582,268-45.47%7,938,182Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC0.09%0.00%28,261-543,965-95.06%321,000Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.96%0.00%302,725-502,295-62.40%3,442,000Jun 30, 2024
NOMURA HOLDINGS INC----483,502-100.00%-Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP4.63%0.00%1,466,826-415,834-22.09%16,677,537Jun 30, 2024
VANGUARD GROUP INC4.55%0.00%1,442,845-410,421-22.15%16,405,147Jun 30, 2024
STATE STREET CORP1.71%0.00%541,032-393,867-42.13%6,151,534,000Jun 30, 2024
TWO SIGMA INVESTMENTS, LP----329,019-100.00%-Jun 30, 2024
FMR LLC1.65%0.00%521,410-329,006-38.69%5,928,437Jun 30, 2024
BANK OF MONTREAL /CAN/2.33%0.00%738,700-219,261-22.89%8,568,920Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.76%0.00%239,900-212,700-47.00%2,727,663Jun 30, 2024
MAIRS & POWER INC----169,856-100.00%-Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC----127,871-100.00%-Jun 30, 2024
MORGAN STANLEY0.84%0.00%266,273-127,574-32.39%3,027,528Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC1.00%0.01%317,092-119,753-27.41%3,604,000Jun 30, 2024

As of Jun 30 2024, Marcus's biggest institutional seller is UBS GROUP AG. The company sold -2.15M shares of MCS, valued at $3.89M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PALOMA PARTNERS MANAGEMENT CO0.18%0.02%56,42356,423100.00%641,530Jun 30, 2024
UNION SQUARE PARK CAPITAL MANAGEMENT, LLC0.14%0.45%45,00045,000100.00%511,650Jun 30, 2024
WEISS ASSET MANAGEMENT LP0.11%0.02%35,67835,678100.00%405,659Jun 30, 2024
MARTINGALE ASSET MANAGEMENT L P0.11%0.01%33,48033,480100.00%380,668Jun 30, 2024
OARSMAN CAPITAL, INC.0.10%0.08%30,58030,580100.00%347,695Jun 30, 2024
WALLEYE TRADING LLC0.09%0.00%29,70029,700100.00%337,689Jun 30, 2024
ADVISORY SERVICES NETWORK, LLC0.09%0.01%28,55628,556100.00%324,682Jun 30, 2024
LPL FINANCIAL LLC0.08%0.00%24,99024,990100.00%284,135Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.08%0.00%24,90324,903100.00%283,147Jun 30, 2024
WATER ISLAND CAPITAL LLC0.06%0.02%18,20018,200100.00%207,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%13,01613,016100.00%147,992Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.04%0.00%12,90312,903100.00%146,707Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.04%0.02%12,20612,206100.00%138,782Jun 30, 2024
LAURION CAPITAL MANAGEMENT LP0.03%0.00%10,65710,657100.00%121,170Jun 30, 2024
INNEALTA CAPITAL, LLC0.01%0.01%2,6432,643100.00%30,051Jun 30, 2024
MATHER GROUP, LLC.0.01%0.00%2,0072,007100.00%28,620Jun 30, 2024
JOHNSON FINANCIAL GROUP, INC.0.01%0.00%1,9501,950100.00%22,172Jun 30, 2024
AMUNDI0.00%-1,1371,137100.00%12,700Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC0.00%0.00%627627100.00%7,894Jun 30, 2024
PRESTIGE WEALTH MANAGEMENT GROUP LLC0.00%0.00%118118100.00%1,342Jun 30, 2024
PRIVATE WEALTH MANAGEMENT GROUP, LLC0.00%0.00%9494100.00%1,069Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC0.00%-3939100.00%443Jun 30, 2024

Marcus's largest new institutional shareholder by number of shares is PALOMA PARTNERS MANAGEMENT CO, purchased 56.42K shares, valued at $641.53K, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PACER ADVISORS, INC.----1,581,315-100.00%-Jun 30, 2024
NOMURA HOLDINGS INC----483,502-100.00%-Jun 30, 2024
TWO SIGMA INVESTMENTS, LP----329,019-100.00%-Jun 30, 2024
MAIRS & POWER INC----169,856-100.00%-Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC----127,871-100.00%-Jun 30, 2024
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC----67,311-100.00%-Jun 30, 2024
PUBLIC SECTOR PENSION INVESTMENT BOARD----51,089-100.00%-Jun 30, 2024
NEW YORK STATE TEACHERS RETIREMENT SYSTEM----44,107-100.00%-Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----42,651-100.00%-Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.----35,462-100.00%-Jun 30, 2024
VERSOR INVESTMENTS LP----32,075-100.00%-Jun 30, 2024
PRUDENTIAL FINANCIAL INC----28,716-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----28,140-100.00%-Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC----22,465-100.00%-Jun 30, 2024
TREXQUANT INVESTMENT LP----21,647-100.00%-Jun 30, 2024
THRIVENT FINANCIAL FOR LUTHERANS----21,356-100.00%-Jun 30, 2024
TEXAS PERMANENT SCHOOL FUND CORP----21,254-100.00%-Jun 30, 2024
SG AMERICAS SECURITIES, LLC----17,417-100.00%-Jun 30, 2024
STATE OF ALASKA, DEPARTMENT OF REVENUE----14,986-100.00%-Jun 30, 2024
ILLINOIS MUNICIPAL RETIREMENT FUND----14,055-100.00%-Jun 30, 2024
ISAM FUNDS (UK) LTD----13,150-100.00%-Jun 30, 2024
ATOM INVESTORS LP----13,148-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----13,093-100.00%-Jun 30, 2024
MACKENZIE FINANCIAL CORP----12,202-100.00%-Jun 30, 2024
LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM----12,200-100.00%-Jun 30, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM----12,164-100.00%-Jun 30, 2024
MAN GROUP PLC----11,435-100.00%-Jun 30, 2024
YOUSIF CAPITAL MANAGEMENT, LLC----11,068-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----10,412-100.00%-Jun 30, 2024
SHAY CAPITAL LLC----10,000-100.00%-Jun 30, 2024
OREGON PUBLIC EMPLOYEES RETIREMENT FUND----6,560-100.00%-Jun 30, 2024
STATE OF WYOMING----5,703-100.00%-Jun 30, 2024
PNC FINANCIAL SERVICES GROUP, INC.----1,472-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----1,288-100.00%-Jun 30, 2024
LGT FINANCIAL ADVISORS LLC----1,024-100.00%-Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.----182-100.00%-Jun 30, 2024
FARTHER FINANCE ADVISORS, LLC----171-100.00%-Jun 30, 2024
SIGNATUREFD, LLC----151-100.00%-Jun 30, 2024
PARALLEL ADVISORS, LLC----147-100.00%-Jun 30, 2024
FIFTH THIRD BANCORP----40-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----5-100.00%-Jun 30, 2024

Marcus's largest sold out institutional shareholder by shares sold is PACER ADVISORS, INC., sold -1.58M shares, valued at -, as of undefined.

Marcus Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
FORUM FUNDS0.46%1,050,000--Jan 31, 2024
LORD ABBETT RESEARCH FUND INC0.30%290,458--Feb 29, 2024
GABELLI EQUITY SERIES FUNDS INC0.17%139,000--Dec 29, 2023
Mairs & Power Funds Trust0.15%579,92326,3004.75%Mar 31, 2022
GABELLI MULTIMEDIA TRUST INC.0.13%30,500-3,500-10.29%Dec 29, 2023
SYNTAX ETF TRUST0.12%3,6951985.66%Mar 31, 2024
TETON WESTWOOD FUNDS0.11%70,000-2,500-3.45%Dec 29, 2023
BRIDGEWAY FUNDS INC0.08%193,000--Mar 28, 2024
ROYCE FUND0.06%401,029--Mar 31, 2024
Vericimetry Funds0.04%3,670--Mar 31, 2024
LORD ABBETT SECURITIES TRUST0.04%174,160--Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.03%146,768-13,210-8.26%Feb 29, 2024
MASTER ADVANTAGE SMID CAP LLC0.03%4,032-18,083-81.77%Dec 31, 2020
Gabelli Global Small & Mid Cap Value Trust0.03%3,000--Dec 29, 2023
VANGUARD VALLEY FORGE FUNDS0.03%15,780--Mar 31, 2024
Pacer Funds Trust0.03%1,236,971896,799263.63%Jan 31, 2024
BNY MELLON INDEX FUNDS, INC.0.02%23,883-3,161-11.69%Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND IV0.02%56,1004,4008.51%Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.02%11,799--Mar 31, 2024
GABELLI EQUITY TRUST INC0.02%20,000--Dec 29, 2023
GAMCO GLOBAL SERIES FUNDS, INC0.01%5,50050010.00%Dec 29, 2023
LAZARD FUNDS INC0.01%398,000--Mar 31, 2024
LAZARD FUNDS INC0.01%398,000--Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.01%227,473--Jan 31, 2024
IndexIQ ETF Trust0.01%17,189--Jan 31, 2024
ROYCE VALUE TRUST, INC.0.01%6,051--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%44,558--Mar 31, 2024
AltShares Trust0.01%1,250--Feb 29, 2024
Fidelity Central Investment Portfolios LLC0.01%318,40010,8003.51%Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%3,636--Mar 31, 2024
EXCHANGE TRADED CONCEPTS TRUST0.01%36,6452070.57%Feb 29, 2024
NEUBERGER BERMAN EQUITY FUNDS0.01%56,000--Feb 29, 2024
FIDELITY SELECT PORTFOLIOS0.01%360,70021,3006.28%Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%395,665296,856300.43%Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%17,211--Mar 31, 2024
AMERICAN CENTURY ETF TRUST0.00%433,933116,48736.70%Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND0.00%75,600-2,700-3.45%Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%736--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%1,129,437-392,648-25.80%Mar 31, 2024
World Funds Trust0.00%27,837--Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.00%15,500--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND IV0.00%435,000--Jan 31, 2024
FINANCIAL INVESTORS TRUST0.00%149,281--Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%65,731-1,922-2.84%Jan 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,404,957121,1599.44%Jan 31, 2024
VICTORY PORTFOLIOS0.00%40,350--Mar 31, 2024
PRAXIS MUTUAL FUNDS0.00%14,120--Dec 31, 2023
FIDELITY COVINGTON TRUST0.00%22,6785652.56%Jan 31, 2024
FIDELITY SECURITIES FUND0.00%107,758--Jan 31, 2024
FIDELITY PURITAN TRUST0.00%56,769--Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%225,86019,1269.25%Feb 29, 2024
Dimensional ETF Trust0.00%447,94039,1909.59%Jan 31, 2024
Invesco Exchange-Traded Fund Trust II0.00%312,17123,2078.03%Feb 29, 2024
SHELTON FUNDS0.00%1,646--Feb 29, 2024
VANGUARD TAX-MANAGED FUNDS0.00%195,1552,8341.47%Mar 31, 2024
Calvert Variable Products, Inc.0.00%2,510--Mar 31, 2024
STERLING CAPITAL FUNDS0.00%19,427--Mar 28, 2024
Victory Portfolios II0.00%47,578--Mar 31, 2024
TARGET PORTFOLIO TRUST0.00%18,700--Jan 31, 2024
Franklin Alternative Strategies Funds0.00%473,000--Feb 29, 2024
Franklin Alternative Strategies Funds0.00%473,000--Feb 29, 2024
Meeder Funds0.00%3,581--Mar 31, 2024
STEWARD FUNDS, INC.0.00%1,710--Jan 31, 2024
Horizon Funds0.00%1,38747552.08%Feb 29, 2024
NORTHERN LIGHTS FUND TRUST III0.00%8,081--Jan 31, 2024
TRUST FOR PROFESSIONAL MANAGERS0.00%189,823--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%17,179-1,131-6.18%Mar 31, 2024
DIMENSIONAL INVESTMENT GROUP INC0.00%7,499--Jan 31, 2024
EQ ADVISORS TRUST0.00%625,842-3,628-0.58%Mar 31, 2024
PUTNAM FUNDS TRUST0.00%103,887--Jan 31, 2024
Nushares ETF Trust0.00%3,205--Jan 31, 2024
VANGUARD WORLD FUND0.00%100,1196,8587.35%Feb 29, 2024
GPS Funds I0.00%2,021--Mar 31, 2024
SunAmerica Specialty Series0.00%185--Apr 30, 2021
Guggenheim Variable Funds Trust0.00%1,422--Dec 31, 2023
PRUDENTIAL SERIES FUND0.00%26,259--Mar 28, 2024
Catholic Responsible Investments Funds0.00%11,055-212-1.88%Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%152,276--Feb 29, 2024
MASTER INVESTMENT PORTFOLIO0.00%23,4039,31266.08%Mar 31, 2024
VANGUARD WELLINGTON FUND0.00%104,63885,662451.42%Feb 29, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%1,240--Mar 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%13,816-2,041-12.87%Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC0.00%7,853-2,722-25.74%Mar 31, 2024
PFM Multi-Manager Series Trust0.00%200--Dec 31, 2023
Global X Funds0.00%10,412--Jan 31, 2024
NORTHERN LIGHTS FUND TRUST II0.00%2,641--Mar 31, 2024
Virtus Investment Trust0.00%7,516--Mar 28, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%156-22-12.36%Sep 30, 2023
JNL VARIABLE FUND LLC0.00%1,129--Mar 31, 2020
THRIVENT SERIES FUND INC0.00%21,356-580-2.64%Mar 28, 2024
SA FUNDS INVESTMENT TRUST0.00%3,100--Mar 31, 2024
KP Funds0.00%8,270--Sep 30, 2020
iSHARES TRUST0.00%2,903,937-41,491-1.41%Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC.0.00%1,550--Mar 28, 2024
PUTNAM VARIABLE TRUST0.00%5,745--Mar 31, 2024
Dunham Funds0.00%10,620--Jan 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%33,11414,46077.52%Feb 29, 2024
Forethought Variable Insurance Trust0.00%599--Mar 28, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%9,0371,80024.87%Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%1,300--Mar 28, 2024

Marcus's largest mutual fund holder by % of total assets is "FORUM FUNDS", owning 1.05M shares, compromising 0.46% of its total assets.

Marcus Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24139-14.20%
31 Mar, 241620.62%
31 Dec, 231615.23%
30 Sep, 231535.52%
30 Jun, 23145-2.03%
31 Mar, 231482.78%
31 Dec, 22144-8.28%
30 Sep, 2215718.05%
30 Jun, 22133-6.34%
31 Mar, 221421.43%
31 Dec, 211406.06%
30 Sep, 21132-9.59%
30 Jun, 211462.82%
31 Mar, 21142-4.70%
31 Dec, 201497.19%
30 Sep, 201393.73%
30 Jun, 20134-6.94%
31 Mar, 20144-16.28%
31 Dec, 19172-2.27%
30 Sep, 19176-5.88%
30 Jun, 19187-5.08%
31 Mar, 19197-2.96%
31 Dec, 1820312.78%
30 Sep, 1818015.38%
30 Jun, 181563.31%
31 Mar, 181511.34%
31 Dec, 171492.76%
30 Sep, 17145-9.38%
30 Jun, 171605.26%
31 Mar, 171521.33%
31 Dec, 161508.70%
30 Sep, 1613812.20%
30 Jun, 161230.82%
31 Mar, 16122-3.17%
31 Dec, 15126-5.26%
30 Sep, 151332.31%
30 Jun, 15130-
31 Mar, 151304.84%
31 Dec, 14124-5.34%
30 Sep, 141313.97%
30 Jun, 141267.69%
31 Mar, 141172.63%
31 Dec, 131141.79%
30 Sep, 1311212.00%
30 Jun, 13100163.16%
31 Mar, 1338-7.32%
31 Dec, 12417.89%
30 Sep, 1238-19.15%
30 Jun, 124714.63%
31 Mar, 12412.50%
31 Dec, 1140-2.44%
30 Sep, 11417.89%
30 Jun, 1138-
31 Mar, 11388.57%
31 Dec, 10359.38%
30 Sep, 10323.23%
30 Jun, 1031-11.43%
31 Mar, 103552.17%
31 Dec, 0923-11.54%
30 Sep, 092618.18%
30 Jun, 092215.79%
31 Mar, 0919-24.00%
31 Dec, 0825-
30 Sep, 082519.05%
30 Jun, 082110.53%
31 Mar, 0819-9.52%
31 Dec, 072123.53%
30 Sep, 0717-10.53%
30 Jun, 0719-29.63%
31 Mar, 0727-10.00%
31 Dec, 063050.00%
30 Sep, 0620-4.76%
30 Jun, 062110.53%
31 Mar, 061926.67%
31 Dec, 0515-
30 Sep, 0515-25.00%
30 Jun, 0520-13.04%
31 Mar, 0523-
31 Dec, 042327.78%
30 Sep, 0418-5.26%
30 Jun, 0419-17.39%
31 Mar, 042335.29%
31 Dec, 03176.25%
30 Sep, 031623.08%
30 Jun, 031330.00%
31 Mar, 0310-16.67%
31 Dec, 02129.09%
30 Sep, 0211-8.33%
30 Jun, 02129.09%
31 Mar, 021157.14%
31 Dec, 017-12.50%
30 Sep, 018-11.11%
30 Jun, 019-
31 Mar, 01928.57%
31 Dec, 007-22.22%
30 Sep, 009-
30 Jun, 00928.57%
31 Mar, 007-12.50%
31 Dec, 99814.29%
30 Sep, 997-12.50%
30 Jun, 99814.29%
31 Mar, 997-

As of 30 Jun 24, 139 institutions are holding Marcus's shares, representing a decrease of -14.20% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2422,930,010-22.20%
31 Mar, 2429,473,6441.76%
31 Dec, 2328,963,97211.89%
30 Sep, 2325,887,046-0.03%
30 Jun, 2325,893,562-0.36%
31 Mar, 2325,987,7351.98%
31 Dec, 2225,482,7924.22%
30 Sep, 2224,450,8183.21%
30 Jun, 2223,690,294-0.55%
31 Mar, 2223,822,441-0.31%
31 Dec, 2123,896,5444.35%
30 Sep, 2122,900,810-4.87%
30 Jun, 2124,072,3430.97%
31 Mar, 2123,840,30311.39%
31 Dec, 2021,402,65110.29%
30 Sep, 2019,406,5500.61%
30 Jun, 2019,288,005-5.64%
31 Mar, 2020,440,362-2.22%
31 Dec, 1920,903,7841.68%
30 Sep, 1920,558,2282.50%
30 Jun, 1920,057,7520.34%
31 Mar, 1919,990,3429.83%
31 Dec, 1818,201,9601.97%
30 Sep, 1817,850,3125.06%
30 Jun, 1816,991,0681.13%
31 Mar, 1816,800,627-0.26%
31 Dec, 1716,843,9790.52%
30 Sep, 1716,757,3111.60%
30 Jun, 1716,493,5722.46%
31 Mar, 1716,098,3031.28%
31 Dec, 1615,895,4891.17%
30 Sep, 1615,710,9322.77%
30 Jun, 1615,288,150-0.29%
31 Mar, 1615,333,296-0.28%
31 Dec, 1515,376,0050.46%
30 Sep, 1515,306,2621.27%
30 Jun, 1515,113,7141.05%
31 Mar, 1514,955,9290.79%
31 Dec, 1414,839,151-3.24%
30 Sep, 1415,336,7811.33%
30 Jun, 1415,135,6086.38%
31 Mar, 1414,227,488-0.37%
31 Dec, 1314,280,115-1.85%
30 Sep, 1314,549,2796.01%
30 Jun, 1313,723,888235.35%
31 Mar, 134,092,4343.82%
31 Dec, 123,942,007-25.85%
30 Sep, 125,315,952-20.67%
30 Jun, 126,700,84967.19%
31 Mar, 124,007,988-4.93%
31 Dec, 114,215,830-9.63%
30 Sep, 114,665,068-44.68%
30 Jun, 118,432,37218.05%
31 Mar, 117,142,88121.89%
31 Dec, 105,859,96170.55%
30 Sep, 103,435,819-2.23%
30 Jun, 103,514,274-53.26%
31 Mar, 107,519,00430.63%
31 Dec, 095,756,107-13.58%
30 Sep, 096,660,48565.25%
30 Jun, 094,030,564-36.55%
31 Mar, 096,352,594-19.07%
31 Dec, 087,849,46636.99%
30 Sep, 085,730,03416.87%
30 Jun, 084,903,12283.26%
31 Mar, 082,675,488-5.93%
31 Dec, 072,844,1449.81%
30 Sep, 072,589,9776.11%
30 Jun, 072,440,91564.67%
31 Mar, 071,482,334-39.09%
31 Dec, 062,433,51020.57%
30 Sep, 062,018,31710.55%
30 Jun, 061,825,66613.74%
31 Mar, 061,605,09823.39%
31 Dec, 051,300,8782.09%
30 Sep, 051,274,186-53.06%
30 Jun, 052,714,7789.81%
31 Mar, 052,472,15411.40%
31 Dec, 042,219,0816.00%
30 Sep, 042,093,531-0.53%
30 Jun, 042,104,6314.73%
31 Mar, 042,009,4836.91%
31 Dec, 031,879,62311.02%
30 Sep, 031,693,103-14.55%
30 Jun, 031,981,47658.64%
31 Mar, 031,249,076-12.06%
31 Dec, 021,420,31416.14%
30 Sep, 021,222,9218.19%
30 Jun, 021,130,392-25.01%
31 Mar, 021,507,38219.88%
31 Dec, 011,257,410-2.76%
30 Sep, 011,293,105-16.30%
30 Jun, 011,544,93122.18%
31 Mar, 011,264,433107.80%
31 Dec, 00608,500-30.38%
30 Sep, 00874,033-15.70%
30 Jun, 001,036,759102.38%
31 Mar, 00512,284-29.79%
31 Dec, 99729,652-0.02%
30 Sep, 99729,777-30.66%
30 Jun, 991,052,53112.43%
31 Mar, 99936,141-

Marcus (MCS) has 22.93M shares outstanding as of 30 Jun 24, down -22.20% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2472.34%0.84%
31 Mar, 2492.99%1.11%
31 Dec, 2391.38%1.37%
30 Sep, 2381.69%1.22%
30 Jun, 2381.75%1.21%
31 Mar, 2382.31%1.20%
31 Dec, 2282.68%2.29%
30 Sep, 2260.07%1.77%
30 Jun, 2258.33%1.02%
31 Mar, 2275.76%1.31%
31 Dec, 2176.04%1.43%
30 Sep, 2172.88%1.24%
30 Jun, 2176.65%1.31%
31 Mar, 2176.42%1.61%
31 Dec, 2068.95%1.77%
30 Sep, 2062.47%1.62%
30 Jun, 2062.10%1.43%
31 Mar, 2065.99%1.45%
31 Dec, 1967.55%1.54%
30 Sep, 1966.25%1.58%
30 Jun, 1964.66%1.45%
31 Mar, 1966.90%1.62%
31 Dec, 1864.20%1.62%
30 Sep, 1863.01%1.72%
30 Jun, 1860.59%1.68%
31 Mar, 1860.05%1.64%
31 Dec, 1760.47%1.67%
30 Sep, 1760.20%1.71%
30 Jun, 1759.31%1.76%
31 Mar, 1757.99%1.76%
31 Dec, 1657.44%1.78%
30 Sep, 1656.87%1.84%
30 Jun, 1655.61%1.79%
31 Mar, 1655.79%1.81%
31 Dec, 1555.58%1.81%
30 Sep, 1555.43%1.84%
30 Jun, 1554.85%1.85%
31 Mar, 1554.50%1.86%
31 Dec, 1454.14%1.73%
30 Sep, 1455.99%1.82%
30 Jun, 1455.44%1.99%
31 Mar, 1452.82%1.90%
31 Dec, 1352.75%1.83%
30 Sep, 1353.73%2.09%
30 Jun, 1350.69%22.48%
31 Mar, 1315.02%7.19%
31 Dec, 1214.46%4.27%
30 Sep, 1218.40%3.42%
30 Jun, 1223.19%12.32%
31 Mar, 1213.72%6.60%
31 Dec, 1114.41%5.71%
30 Sep, 1115.89%1.92%
30 Jun, 1128.77%4.96%
31 Mar, 1124.09%6.12%
31 Dec, 1019.83%14.67%
30 Sep, 1011.63%8.36%
30 Jun, 1011.79%1.85%
31 Mar, 1025.24%6.75%
31 Dec, 0919.33%3.89%
30 Sep, 0922.30%12.19%
30 Jun, 0913.53%2.97%
31 Mar, 0921.34%3.07%
31 Dec, 0826.36%7.09%
30 Sep, 0819.28%7.12%
30 Jun, 0816.45%20.24%
31 Mar, 089.02%9.63%
31 Dec, 079.67%13.25%
30 Sep, 078.54%13.61%
30 Jun, 077.92%34.62%
31 Mar, 074.78%7.55%
31 Dec, 067.96%17.90%
30 Sep, 066.67%18.57%
30 Jun, 065.99%23.06%
31 Mar, 065.10%26.52%
31 Dec, 054.38%24.80%
30 Sep, 054.20%5.19%
30 Jun, 059.00%13.23%
31 Mar, 058.25%15.15%
31 Dec, 047.38%15.00%
30 Sep, 047.01%13.90%
30 Jun, 047.10%14.34%
31 Mar, 047.04%17.95%
31 Dec, 036.26%19.05%
30 Sep, 035.73%12.79%
30 Jun, 036.69%35.88%
31 Mar, 034.32%18.47%
31 Dec, 024.84%27.82%
30 Sep, 024.17%28.50%
30 Jun, 023.83%14.40%
31 Mar, 025.15%27.84%
31 Dec, 014.30%21.94%
30 Sep, 014.43%16.04%
30 Jun, 015.25%27.90%
31 Mar, 014.34%99.54%
31 Dec, 002.09%23.47%
30 Sep, 002.98%24.23%
30 Jun, 003.51%119.02%
31 Mar, 001.72%28.02%
31 Dec, 992.48%41.57%
30 Sep, 992.44%19.82%
30 Jun, 993.51%36.11%
31 Mar, 993.12%-

As of 30 Jun 24, Marcus is held by 72.34% institutional shareholders, representing a 0.84% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2466-9.59%
31 Mar, 2473-10.98%
31 Dec, 238238.98%
30 Sep, 2359-7.81%
30 Jun, 2364-8.57%
31 Mar, 2370-5.41%
31 Dec, 2274-15.91%
30 Sep, 228851.72%
30 Jun, 2258-9.38%
31 Mar, 2264-9.86%
31 Dec, 217126.79%
30 Sep, 2156-18.84%
30 Jun, 21697.81%
31 Mar, 2164-13.51%
31 Dec, 20745.71%
30 Sep, 207016.67%
30 Jun, 2060-20.00%
31 Mar, 2075-5.06%
31 Dec, 1979-4.82%
30 Sep, 1983-21.70%
30 Jun, 19106-6.19%
31 Mar, 19113-1.74%
31 Dec, 1811522.34%
30 Sep, 189427.03%
30 Jun, 1874-3.90%
31 Mar, 187714.93%
31 Dec, 1767-6.94%
30 Sep, 1772-7.69%
30 Jun, 17782.63%
31 Mar, 1776-2.56%
31 Dec, 167823.81%
30 Sep, 166343.18%
30 Jun, 1644-37.14%
31 Mar, 167022.81%
31 Dec, 1557-12.31%
30 Sep, 156527.45%
30 Jun, 1551-21.54%
31 Mar, 156522.64%
31 Dec, 1453-14.52%
30 Sep, 146212.73%
30 Jun, 14553.77%
31 Mar, 1453-23.19%
31 Dec, 136913.11%
30 Sep, 1361-24.69%
30 Jun, 1381237.50%
31 Mar, 13249.09%
31 Dec, 12224.76%
30 Sep, 1221-19.23%
30 Jun, 12264.00%
31 Mar, 1225-10.71%
31 Dec, 112821.74%
30 Sep, 112327.78%
30 Jun, 1118-14.29%
31 Mar, 112116.67%
31 Dec, 1018-
30 Sep, 1018-25.00%
30 Jun, 10244.35%
31 Mar, 1023109.09%
31 Dec, 0911-35.29%
30 Sep, 091713.33%
30 Jun, 091515.38%
31 Mar, 0913-27.78%
31 Dec, 081812.50%
30 Sep, 0816-
30 Jun, 081633.33%
31 Mar, 0812-
31 Dec, 071220.00%
30 Sep, 0710100.00%
30 Jun, 075-64.29%
31 Mar, 0714-30.00%
31 Dec, 062081.82%
30 Sep, 0611-15.38%
30 Jun, 061330.00%
31 Mar, 0610100.00%
31 Dec, 055-16.67%
30 Sep, 056-53.85%
30 Jun, 051318.18%
31 Mar, 0511-21.43%
31 Dec, 041440.00%
30 Sep, 041042.86%
30 Jun, 047-56.25%
31 Mar, 041645.45%
31 Dec, 031137.50%
30 Sep, 038-
30 Jun, 03833.33%
31 Mar, 036-33.33%
31 Dec, 02950.00%
30 Sep, 026-25.00%
30 Jun, 028-11.11%
31 Mar, 029125.00%
31 Dec, 01433.33%
30 Sep, 013-40.00%
30 Jun, 015-
31 Mar, 01566.67%
31 Dec, 003-
30 Sep, 003-50.00%
30 Jun, 006-14.29%
31 Mar, 00775.00%
31 Dec, 994-20.00%
30 Sep, 995-16.67%
30 Jun, 996-14.29%
31 Mar, 997-

66 institutional shareholders have increased their position in MCS stock as of 30 Jun 24 compared to 73 in the previous quarter (a -9.59% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2450-15.25%
31 Mar, 24599.26%
31 Dec, 2354-3.57%
30 Sep, 235627.27%
30 Jun, 2344-4.35%
31 Mar, 234621.05%
31 Dec, 223818.75%
30 Sep, 2232-34.69%
30 Jun, 2249-7.55%
31 Mar, 225320.45%
31 Dec, 2144-15.38%
30 Sep, 215233.33%
30 Jun, 2139-27.78%
31 Mar, 21541.89%
31 Dec, 205326.19%
30 Sep, 2042-4.55%
30 Jun, 2044-8.33%
31 Mar, 2048-25.00%
31 Dec, 1964-4.48%
30 Sep, 196721.82%
30 Jun, 1955-5.17%
31 Mar, 1958-9.38%
31 Dec, 186420.75%
30 Sep, 18538.16%
30 Jun, 1849-2.00%
31 Mar, 1850-5.66%
31 Dec, 175323.26%
30 Sep, 1743-12.24%
30 Jun, 174913.95%
31 Mar, 1743-2.27%
31 Dec, 1644-4.35%
30 Sep, 1646-
30 Jun, 164643.75%
31 Mar, 1632-20.00%
31 Dec, 1540-6.98%
30 Sep, 1543-15.69%
30 Jun, 155127.50%
31 Mar, 1540-4.76%
31 Dec, 1442-2.33%
30 Sep, 1443-8.51%
30 Jun, 14472.17%
31 Mar, 144676.92%
31 Dec, 1326-16.13%
30 Sep, 1331244.44%
30 Jun, 13912.50%
31 Mar, 138-46.67%
31 Dec, 121536.36%
30 Sep, 1211-15.38%
30 Jun, 121318.18%
31 Mar, 121137.50%
31 Dec, 118-42.86%
30 Sep, 1114-
30 Jun, 111475.00%
31 Mar, 118-11.11%
31 Dec, 10912.50%
30 Sep, 108166.67%
30 Jun, 103-40.00%
31 Mar, 10525.00%
31 Dec, 094-
30 Sep, 094-
30 Jun, 094-
31 Mar, 094-20.00%
31 Dec, 08525.00%
30 Sep, 084100.00%
30 Jun, 082-60.00%
31 Mar, 085-
31 Dec, 07566.67%
30 Sep, 073-57.14%
30 Jun, 07775.00%
31 Mar, 074-20.00%
31 Dec, 065-16.67%
30 Sep, 06620.00%
30 Jun, 065-16.67%
31 Mar, 06620.00%
31 Dec, 05566.67%
30 Sep, 053-40.00%
30 Jun, 055-50.00%
31 Mar, 051066.67%
31 Dec, 046100.00%
30 Sep, 043-50.00%
30 Jun, 04620.00%
31 Mar, 045150.00%
31 Dec, 032-50.00%
30 Sep, 03433.33%
30 Jun, 033-
31 Mar, 03--100.00%
31 Dec, 02350.00%
30 Sep, 022-33.33%
30 Jun, 023-
31 Mar, 02--100.00%
31 Dec, 012-
30 Sep, 012-
30 Jun, 012-33.33%
31 Mar, 013200.00%
31 Dec, 001-66.67%
30 Sep, 003200.00%
30 Jun, 001-
31 Mar, 00--100.00%
31 Dec, 992-
30 Sep, 992100.00%
30 Jun, 991-
31 Mar, 99--

50 institutional shareholders have reduced their position in MCS stock as of 30 Jun 24 compared to 59 in the previous quarter (a -15.25% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24139-14.20%22,930,010-22.20%72.34%0.84%66-9.59%50-15.25%
31 Mar, 241620.62%29,473,6441.76%92.99%1.11%73-10.98%599.26%
31 Dec, 231615.23%28,963,97211.89%91.38%1.37%8238.98%54-3.57%
30 Sep, 231535.52%25,887,046-0.03%81.69%1.22%59-7.81%5627.27%
30 Jun, 23145-2.03%25,893,562-0.36%81.75%1.21%64-8.57%44-4.35%
31 Mar, 231482.78%25,987,7351.98%82.31%1.20%70-5.41%4621.05%
31 Dec, 22144-8.28%25,482,7924.22%82.68%2.29%74-15.91%3818.75%
30 Sep, 2215718.05%24,450,8183.21%60.07%1.77%8851.72%32-34.69%
30 Jun, 22133-6.34%23,690,294-0.55%58.33%1.02%58-9.38%49-7.55%
31 Mar, 221421.43%23,822,441-0.31%75.76%1.31%64-9.86%5320.45%
31 Dec, 211406.06%23,896,5444.35%76.04%1.43%7126.79%44-15.38%
30 Sep, 21132-9.59%22,900,810-4.87%72.88%1.24%56-18.84%5233.33%
30 Jun, 211462.82%24,072,3430.97%76.65%1.31%697.81%39-27.78%
31 Mar, 21142-4.70%23,840,30311.39%76.42%1.61%64-13.51%541.89%
31 Dec, 201497.19%21,402,65110.29%68.95%1.77%745.71%5326.19%
30 Sep, 201393.73%19,406,5500.61%62.47%1.62%7016.67%42-4.55%
30 Jun, 20134-6.94%19,288,005-5.64%62.10%1.43%60-20.00%44-8.33%
31 Mar, 20144-16.28%20,440,362-2.22%65.99%1.45%75-5.06%48-25.00%
31 Dec, 19172-2.27%20,903,7841.68%67.55%1.54%79-4.82%64-4.48%
30 Sep, 19176-5.88%20,558,2282.50%66.25%1.58%83-21.70%6721.82%
30 Jun, 19187-5.08%20,057,7520.34%64.66%1.45%106-6.19%55-5.17%
31 Mar, 19197-2.96%19,990,3429.83%66.90%1.62%113-1.74%58-9.38%
31 Dec, 1820312.78%18,201,9601.97%64.20%1.62%11522.34%6420.75%
30 Sep, 1818015.38%17,850,3125.06%63.01%1.72%9427.03%538.16%
30 Jun, 181563.31%16,991,0681.13%60.59%1.68%74-3.90%49-2.00%
31 Mar, 181511.34%16,800,627-0.26%60.05%1.64%7714.93%50-5.66%
31 Dec, 171492.76%16,843,9790.52%60.47%1.67%67-6.94%5323.26%
30 Sep, 17145-9.38%16,757,3111.60%60.20%1.71%72-7.69%43-12.24%
30 Jun, 171605.26%16,493,5722.46%59.31%1.76%782.63%4913.95%
31 Mar, 171521.33%16,098,3031.28%57.99%1.76%76-2.56%43-2.27%
31 Dec, 161508.70%15,895,4891.17%57.44%1.78%7823.81%44-4.35%
30 Sep, 1613812.20%15,710,9322.77%56.87%1.84%6343.18%46-
30 Jun, 161230.82%15,288,150-0.29%55.61%1.79%44-37.14%4643.75%
31 Mar, 16122-3.17%15,333,296-0.28%55.79%1.81%7022.81%32-20.00%
31 Dec, 15126-5.26%15,376,0050.46%55.58%1.81%57-12.31%40-6.98%
30 Sep, 151332.31%15,306,2621.27%55.43%1.84%6527.45%43-15.69%
30 Jun, 15130-15,113,7141.05%54.85%1.85%51-21.54%5127.50%
31 Mar, 151304.84%14,955,9290.79%54.50%1.86%6522.64%40-4.76%
31 Dec, 14124-5.34%14,839,151-3.24%54.14%1.73%53-14.52%42-2.33%
30 Sep, 141313.97%15,336,7811.33%55.99%1.82%6212.73%43-8.51%
30 Jun, 141267.69%15,135,6086.38%55.44%1.99%553.77%472.17%
31 Mar, 141172.63%14,227,488-0.37%52.82%1.90%53-23.19%4676.92%
31 Dec, 131141.79%14,280,115-1.85%52.75%1.83%6913.11%26-16.13%
30 Sep, 1311212.00%14,549,2796.01%53.73%2.09%61-24.69%31244.44%
30 Jun, 13100163.16%13,723,888235.35%50.69%22.48%81237.50%912.50%
31 Mar, 1338-7.32%4,092,4343.82%15.02%7.19%249.09%8-46.67%
31 Dec, 12417.89%3,942,007-25.85%14.46%4.27%224.76%1536.36%
30 Sep, 1238-19.15%5,315,952-20.67%18.40%3.42%21-19.23%11-15.38%
30 Jun, 124714.63%6,700,84967.19%23.19%12.32%264.00%1318.18%
31 Mar, 12412.50%4,007,988-4.93%13.72%6.60%25-10.71%1137.50%
31 Dec, 1140-2.44%4,215,830-9.63%14.41%5.71%2821.74%8-42.86%
30 Sep, 11417.89%4,665,068-44.68%15.89%1.92%2327.78%14-
30 Jun, 1138-8,432,37218.05%28.77%4.96%18-14.29%1475.00%
31 Mar, 11388.57%7,142,88121.89%24.09%6.12%2116.67%8-11.11%
31 Dec, 10359.38%5,859,96170.55%19.83%14.67%18-912.50%
30 Sep, 10323.23%3,435,819-2.23%11.63%8.36%18-25.00%8166.67%
30 Jun, 1031-11.43%3,514,274-53.26%11.79%1.85%244.35%3-40.00%
31 Mar, 103552.17%7,519,00430.63%25.24%6.75%23109.09%525.00%
31 Dec, 0923-11.54%5,756,107-13.58%19.33%3.89%11-35.29%4-
30 Sep, 092618.18%6,660,48565.25%22.30%12.19%1713.33%4-
30 Jun, 092215.79%4,030,564-36.55%13.53%2.97%1515.38%4-
31 Mar, 0919-24.00%6,352,594-19.07%21.34%3.07%13-27.78%4-20.00%
31 Dec, 0825-7,849,46636.99%26.36%7.09%1812.50%525.00%
30 Sep, 082519.05%5,730,03416.87%19.28%7.12%16-4100.00%
30 Jun, 082110.53%4,903,12283.26%16.45%20.24%1633.33%2-60.00%
31 Mar, 0819-9.52%2,675,488-5.93%9.02%9.63%12-5-
31 Dec, 072123.53%2,844,1449.81%9.67%13.25%1220.00%566.67%
30 Sep, 0717-10.53%2,589,9776.11%8.54%13.61%10100.00%3-57.14%
30 Jun, 0719-29.63%2,440,91564.67%7.92%34.62%5-64.29%775.00%
31 Mar, 0727-10.00%1,482,334-39.09%4.78%7.55%14-30.00%4-20.00%
31 Dec, 063050.00%2,433,51020.57%7.96%17.90%2081.82%5-16.67%
30 Sep, 0620-4.76%2,018,31710.55%6.67%18.57%11-15.38%620.00%
30 Jun, 062110.53%1,825,66613.74%5.99%23.06%1330.00%5-16.67%
31 Mar, 061926.67%1,605,09823.39%5.10%26.52%10100.00%620.00%
31 Dec, 0515-1,300,8782.09%4.38%24.80%5-16.67%566.67%
30 Sep, 0515-25.00%1,274,186-53.06%4.20%5.19%6-53.85%3-40.00%
30 Jun, 0520-13.04%2,714,7789.81%9.00%13.23%1318.18%5-50.00%
31 Mar, 0523-2,472,15411.40%8.25%15.15%11-21.43%1066.67%
31 Dec, 042327.78%2,219,0816.00%7.38%15.00%1440.00%6100.00%
30 Sep, 0418-5.26%2,093,531-0.53%7.01%13.90%1042.86%3-50.00%
30 Jun, 0419-17.39%2,104,6314.73%7.10%14.34%7-56.25%620.00%
31 Mar, 042335.29%2,009,4836.91%7.04%17.95%1645.45%5150.00%
31 Dec, 03176.25%1,879,62311.02%6.26%19.05%1137.50%2-50.00%
30 Sep, 031623.08%1,693,103-14.55%5.73%12.79%8-433.33%
30 Jun, 031330.00%1,981,47658.64%6.69%35.88%833.33%3-
31 Mar, 0310-16.67%1,249,076-12.06%4.32%18.47%6-33.33%--100.00%
31 Dec, 02129.09%1,420,31416.14%4.84%27.82%950.00%350.00%
30 Sep, 0211-8.33%1,222,9218.19%4.17%28.50%6-25.00%2-33.33%
30 Jun, 02129.09%1,130,392-25.01%3.83%14.40%8-11.11%3-
31 Mar, 021157.14%1,507,38219.88%5.15%27.84%9125.00%--100.00%
31 Dec, 017-12.50%1,257,410-2.76%4.30%21.94%433.33%2-
30 Sep, 018-11.11%1,293,105-16.30%4.43%16.04%3-40.00%2-
30 Jun, 019-1,544,93122.18%5.25%27.90%5-2-33.33%
31 Mar, 01928.57%1,264,433107.80%4.34%99.54%566.67%3200.00%
31 Dec, 007-22.22%608,500-30.38%2.09%23.47%3-1-66.67%
30 Sep, 009-874,033-15.70%2.98%24.23%3-50.00%3200.00%
30 Jun, 00928.57%1,036,759102.38%3.51%119.02%6-14.29%1-
31 Mar, 007-12.50%512,284-29.79%1.72%28.02%775.00%--100.00%
31 Dec, 99814.29%729,652-0.02%2.48%41.57%4-20.00%2-
30 Sep, 997-12.50%729,777-30.66%2.44%19.82%5-16.67%2100.00%
30 Jun, 99814.29%1,052,53112.43%3.51%36.11%6-14.29%1-
31 Mar, 997-936,141-3.12%-7---

Marcus Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 07, 2024MARCUS STEPHEN Hdirector-G-GiftSell11,015--54,827
Mar 07, 2024GERSHOWITZ DIANE Mdirector-C-ConversionSell31,770--1,943,196
Mar 07, 2024GERSHOWITZ DIANE Mdirector-G-GiftSell33,328--34,929
Feb 26, 2024KISSINGER THOMAS Fofficer Sr Exec VP, Gen Counsel & SecyF-InKindSell2,879$14.69$42.29K190,534
Feb 26, 2024Paris Chad Mofficer Chief Financial OfficerF-InKindSell1,154$14.69$16.95K37,646
Feb 26, 2024Evans Michael Readeofficer Pres., Marcus Hotels & ResortsF-InKindSell1,772$14.69$26.03K38,876

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 07, 2024MARCUS STEPHEN Hdirector-G-GiftSell11,015--54,827
May 28, 2024GERSHOWITZ DIANE Mdirector-A-AwardBuy2,154$11.60$24.99K37,083
May 28, 2024MILSTEIN PHILIP Ldirector-A-AwardBuy2,154$11.60$24.99K69,090
May 28, 2024HOEKSEMA TIMOTHY Edirector-A-AwardBuy2,154$11.60$24.99K40,497
May 28, 2024OLSON BRUCE Jdirector-A-AwardBuy2,154$11.60$24.99K5,282
May 28, 2024SELIG ALLAN Hdirector-A-AwardBuy2,154$11.60$24.99K55,256
May 28, 2024STARK BRIAN JAYdirector-A-AwardBuy2,154$11.60$24.99K37,147
May 28, 2024Ramirez Austin Mdirector-A-AwardBuy2,154$11.60$24.99K6,777
May 28, 2024Gehl Katherine M.director-A-AwardBuy2,154$11.60$24.99K11,369
Mar 07, 2024GERSHOWITZ DIANE Mdirector-C-ConversionSell31,770--1,943,196
Mar 07, 2024GERSHOWITZ DIANE Mdirector-C-ConversionBuy31,770--68,257
Mar 07, 2024GERSHOWITZ DIANE Mdirector-G-GiftSell33,328--34,929
Feb 26, 2024KISSINGER THOMAS Fofficer Sr Exec VP, Gen Counsel & SecyA-AwardBuy57,100--193,413
Feb 26, 2024KISSINGER THOMAS Fofficer Sr Exec VP, Gen Counsel & SecyF-InKindSell2,879$14.69$42.29K190,534
Feb 26, 2024KISSINGER THOMAS Fofficer Sr Exec VP, Gen Counsel & SecyA-AwardBuy31,500--136,313
Feb 26, 2024Paris Chad Mofficer Chief Financial OfficerA-AwardBuy6,800--38,800
Feb 26, 2024Paris Chad Mofficer Chief Financial OfficerF-InKindSell1,154$14.69$16.95K37,646
Feb 26, 2024Paris Chad Mofficer Chief Financial OfficerA-AwardBuy19,500--32,000
Feb 26, 2024Evans Michael Readeofficer Pres., Marcus Hotels & ResortsA-AwardBuy8,500--40,648
Feb 26, 2024Evans Michael Readeofficer Pres., Marcus Hotels & ResortsF-InKindSell1,772$14.69$26.03K38,876

The last insider sell of Marcus's stock was made by MARCUS STEPHEN H on Jun 07 2024, selling 11,015 shares at - per share (valued at -).

Marcus Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 202481800.00%
Q1 2024109111.11%
Q4 202316--
Q3 20231333.33%
Q2 2023122744.44%
Q1 202397128.57%
Q4 20222421200.00%
Q3 20222540.00%
Q2 20221312108.33%
Q1 202282532.00%
Q4 2021184450.00%
Q2 2021218262.50%
Q1 2021213265.63%
Q3 20202922.22%
Q2 2020152750.00%
Q1 20201310130.00%
Q4 20192012000.00%
Q3 20193933.33%
Q2 2019115220.00%
Q1 2019173351.52%

8 total buy trades, and 1 total sell trades (buy/sell ratio of 8.00%) were made by Marcus's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 2024---
Q4 2023---
Q3 2023---
Q2 2023---
Q1 2023---
Q4 2022-2-
Q3 2022-1-
Q2 2022---
Q1 2022---
Q4 2021-3-
Q2 2021-4-
Q1 2021-10-
Q3 2020---
Q2 2020---
Q1 20203--
Q4 2019---
Q3 2019---
Q2 2019-2-
Q1 2019-13-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Marcus's stocks.

Marcus Peer Ownership


TickerCompany
RSVRReservoir Media, Inc.
GAIAGaia, Inc.
RDIReading International, Inc.
FOXFox Corporation
LVOLiveOne, Inc.
WMGWarner Music Group Corp.
FWONAFormula One Group
NWSNews Corporation
MSGSMadison Square Garden Sports Corp.

MCS Ownership FAQ


Marcus is owned by institutional shareholders (72.34%), insiders (5.21%), and public (22.44%). The largest institutional shareholder of Marcus is BLACKROCK INC. (7.26% of total shares) and the top mutual fund owner is FORUM FUNDS (0.46% of total shares).

Marcus's major institutional shareholders are BLACKROCK INC., GATE CITY CAPITAL MANAGEMENT, LLC, KLCM ADVISORS, INC., DIMENSIONAL FUND ADVISORS LP, and VANGUARD GROUP INC. The top five shareholders own together 26.68% of the company's share outstanding.

As of Jun 2024, there are 139 institutional shareholders of Marcus.

BLACKROCK INC owns 2.3M shares of Marcus, representing 7.26% of the company's total shares outstanding, valued at $26.18M (as of Jun 2024).

As of Jun 2024, GATE CITY CAPITAL MANAGEMENT, LLC holds 1.67M shares of Marcus (MCS), compromising 5.28% of the company, valued at $19.03M.

KLCM ADVISORS, INC is the third largest holder of Marcus. The company owns 1.57M of the company's shares outstanding (worth $17.86M).