Who Owns Marcus Stock?
NYSE: MCSConsumer DiscretionaryMovies/EntertainmentUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 88.53%
- Held by insiders
- 7.13%
- Institutional holders
- 209
- Institutions 88.5%
- Insiders 7.1%
- Public and other 4.3%
Who owns Marcus stock?
Institutional investors own about 88.5% of Marcus's shares, spread across 209 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 7.13% of MCS.
The largest institutional holders are Blackrock Inc. (9.92%), Orbis Allan Gray Ltd (9.18%) and Dimensional Fund Advisors LP (6.15%). Together, the top 10 institutions control 51.8% of shares outstanding. In their latest filings, 7 of the top 10 institutions increased their MCS positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of MCS
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 2.37M | 9.92% | +8.3% |
| Orbis Allan Gray Ltd | 2.19M | 9.18% | +11.5% |
| Dimensional Fund Advisors LP | 1.47M | 6.15% | +1.1% |
| American Century Companies Inc | 1.20M | 5.02% | +15.5% |
| KLCM Advisors, Inc. | 995.13K | 4.17% | -4.2% |
| Goldman Sachs Group Inc | 943.03K | 3.95% | +96.0% |
| Vanguard Capital Management LLC | 917.37K | 3.85% | -7.4% |
| Gamco Investors, Inc ET AL | 875.50K | 3.67% | -4.0% |
| Acadian Asset Management. LLC | 820.31K | 3.44% | +85.5% |
| Geode Capital Management, LLC | 571.83K | 2.40% | +0.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of MCS
| Fund | Shares | % Held |
|---|---|---|
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 1.18M | 4.95% |
| EQ Advisors Trust-1290 VT GAMCO Small Company Value Portfolio | 659.50K | 2.77% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 640.66K | 2.69% |
| iShares Trust-iShares Russell 2000 ETF | 596.86K | 2.50% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 330.31K | 1.39% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 255.99K | 1.07% |
| HEARTLAND GROUP INC.-Heartland Value Fund | 255.00K | 1.07% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 247.38K | 1.04% |
| Goldman Sachs Trust-Goldman Sachs Small Cap Value Insights Fund | 195.80K | 0.82% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | 177.66K | 0.74% |
Frequently asked questions
Who is the largest shareholder of Marcus?
Blackrock Inc. is the largest institutional shareholder of MCS, owning 9.92% of shares outstanding (2.37M shares) as of its latest 13F filing.
What percentage of Marcus is owned by institutions?
Institutions own about 88.5% of MCS shares and 95.3% of the public float.
How much of Marcus do insiders own?
Insiders, such as officers and directors, own about 7.13% of MCS shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.