MARCUS CORP DEL MCS
COM · Common Stock · CUSIP 566330106
American hospitality and entertainment company
- IndustryServices-Motion Picture Theaters
- HeadquartersMilwaukee, WI
- Founded1935
- Websitemarcuscorp.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.46. Options: 2 managers hold calls ($342.5k notional), 1 hold puts ($11.7k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 159 |
| Q4 2022 | 145 |
| Q1 2023 | 150 |
| Q2 2023 | 146 |
| Q3 2023 | 151 |
| Q4 2023 | 159 |
| Q1 2024 | 159 |
| Q2 2024 | 146 |
| Q3 2024 | 130 |
| Q4 2024 | 154 |
| Q1 2025 | 158 |
| Q2 2025 | 149 |
| Q3 2025 | 139 |
| Q4 2025 | 137 |
| Q1 2026 | 134 |
| Q2 2026 | 139 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 57 | 83 |
| Q4 2024 | 77 | 53 |
| Q1 2025 | 66 | 76 |
| Q2 2025 | 61 | 72 |
| Q3 2025 | 50 | 76 |
| Q4 2025 | 60 | 76 |
| Q1 2026 | 51 | 67 |
| Q2 2026 | 70 | 53 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $455.7k | $30.2k | 0.07 |
| Q4 2025 | $314.9k | $9.3k | 0.03 |
| Q1 2026 | $0 | $5.2k | — |
| Q2 2026 | $342.5k | $11.7k | 0.03 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +462.0k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +378.1k |
| JPMORGAN CHASE & CO | Added | +326.7k |
| Orbis Allan Gray Ltd | Added | +226.5k |
| BlackRock, Inc. | Added | +180.5k |
| AMERICAN CENTURY COMPANIES INC | Added | +160.8k |
| Qube Research & Technologies Ltd | Added | +134.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +58.9k |
| Informed Momentum Co LLC | New | +55.8k |
| FRANKLIN RESOURCES INC | Added | +49.0k |
Biggest sellers
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -294.0k |
| Bastion Asset Management Inc. | Sold out | -243.1k |
| Saber Capital Managment, LLC | Reduced | -192.2k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -156.2k |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | -73.7k |
| Trexquant Investment LP | Reduced | -70.0k |
| KLCM Advisors, Inc. | Reduced | -43.5k |
| GAMCO INVESTORS, INC. ET AL | Reduced | -37.0k |
| JANE STREET GROUP, LLC | Sold out | -36.6k |
| Dynamic Technology Lab Private Ltd | Sold out | -32.0k |
Biggest calls
| CITADEL ADVISORS LLC | New | $328.4k14.0k shares |
| SIMPLEX TRADING, LLC | New | $14.1k600 shares |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $11.7k500 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Marcus Gregory S 13G · exempt (held before listing) new · filed 2026-04-08 | 10.7% |
| ORBIS INVESTMENT MANAGEMENT LTD 13G · institution +1.0 pts · filed 2026-08-14 | 9.1% |
| GERSHOWITZ DIANE M 13G · exempt (held before listing) +1.7 pts · filed 2026-04-08 | 9.1% |
| BlackRock, Inc. 13G · institution filed 2025-04-24 | 7.7% |
| KLCM Advisors, Inc. 13G · institution new · filed 2024-11-06 | 6.7% |
| Porter Andrew Eliot 13G · exempt (held before listing) new · filed 2026-04-28 | 5.1% |
| AMERICAN CENTURY INVESTMENT MANAGEMENT INC 13G · institution new · filed 2026-08-14 | 5.0% |
Fell to 5% or below in the last year: MARCUS STEPHEN H (0.3%, 2026-04-08; now reported by Marcus Gregory S), VANGUARD GROUP INC (0.0%, 2026-03-27), GAMCO INVESTORS, INC. ET AL (3.8%, 2025-12-09)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $178.5k | — |
| Q1 2025 | 1 | — | 1 | — | — |
| Q2 2025 | 0 | — | 2 | $50.5k | — |
| Q3 2025 | 1 | — | 1 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | — | 3 | $433.6k | — |
| Q2 2026 | 0 | — | 1 | $146.1k | — |
| Q3 2026 | 0 | — | 1 | $1.4m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-23 | GERSHOWITZ DIANE M Director · By DG-LDJ Holdings, LLC | Sold | $1.4m50.0k shares |
| 2026-04-15 | Evans Michael Reade Pres., Marcus Hotels & Resorts | Sold | $146.1k7.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 2.4m $55.5m | Added +180.5k |
| Orbis Allan Gray Ltd 0.18% of their portfolio | 2.2m $51.4m | Added +226.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.5m $34.4m | Added +15.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.2m $28.1m | Added +160.8k |
| KLCM Advisors, Inc. 1.87% of their portfolio | 995.1k $23.3m | Reduced -43.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 943.0k $22.1m | Added +462.0k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 917.4k $21.5m | Reduced -73.7k |
| GAMCO INVESTORS, INC. ET AL 0.18% of their portfolio | 875.5k $20.5m | Reduced -37.0k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 820.3k $19.2m | Added +378.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 571.8k $13.4m | Added +3.6k |
| STATE STREET CORP 0.00% of their portfolio | 521.5k $12.2m | Added +4.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 362.3k $8.6m | Added +326.7k |
| Saber Capital Managment, LLC 5.27% of their portfolio | 312.6k $7.3m | Reduced -192.2k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 294.0k $6.9m | Reduced -26.9k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.12% of their portfolio | 284.9k $6.7m | Reduced -11.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 277.1k $6.5m | Reduced -294.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 276.2k $6.5m | Added +3 |
| BARCLAYS PLC 0.00% of their portfolio | 269.4k $6.3m | Reduced -2.8k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 261.0k $6.1m | Added +134.0k |
| HEARTLAND ADVISORS INC 0.27% of their portfolio | 255.0k $6.0m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 246.6k $5.8m | Added +8.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 235.7k $5.5m | Reduced -4.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 234.8k $5.5m | Added +44.1k |
| MORGAN STANLEY 0.00% of their portfolio | 223.9k $5.3m | Added +34.6k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 219.4k $5.1m | Reduced -16.2k |
| Mesirow Financial Investment Management, Inc. 0.08% of their portfolio | 208.8k $4.9m | Reduced -4.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 203.6k $4.8m | Reduced -15.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 201.4k $4.7m | Reduced -8.2k |
| GABELLI FUNDS LLC 0.03% of their portfolio | 189.0k $4.4m | Reduced -21.0k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 175.7k $4.1m | Added +46.9k |
| Empowered Funds, LLC 0.02% of their portfolio | 170.4k $4.0m | Reduced -11.4k |
| Pacific Ridge Capital Partners, LLC 0.71% of their portfolio | 166.6k $3.9m | Reduced -1.3k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 158.1k $3.7m | Added +8.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 156.8k $3.7m | Reduced -156.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 126.5k $3.0m | Added +58.9k |
| Quantinno Capital Management LP 0.00% of their portfolio | 125.3k $2.9m | Added +23.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 89.7k $2.1m | Added +5.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 87.1k $2.0m | Reduced -2.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 76.5k $1.8m | Reduced -11.4k |
| PDT Partners, LLC 0.09% of their portfolio | 71.8k $1.7m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 70.8k $1.7m | Reduced -192 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 70.3k $1.6m | Added +17.5k |
| FMR LLC 0.00% of their portfolio | 68.1k $1.6m | Added +3.8k |
| MARTINGALE ASSET MANAGEMENT L P 0.04% of their portfolio | 67.8k $1.6m | Added +11.8k |
| Teton Advisors, LLC 0.88% of their portfolio | 65.0k $1.5m | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 64.0k $1.5m | Reduced -8.6k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 63.5k $1.5m | Added +49.0k |
| UBS Group AG 0.00% of their portfolio | 58.6k $1.4m | Reduced -19.7k |
| Nuveen, LLC 0.00% of their portfolio | 57.0k $1.3m | Added +4.2k |
| Informed Momentum Co LLC 0.12% of their portfolio | 55.8k $1.3m | New |
| Campbell & CO Investment Adviser LLC 0.07% of their portfolio | 53.2k $1.2m | Added +8.4k |
| Clearbridge Investments, LLC 0.00% of their portfolio | 52.2k $1.2m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 47.1k $1.1m | Added +30.5k |
| Trexquant Investment LP 0.01% of their portfolio | 46.8k $1.1m | Reduced -70.0k |
| TUDOR INVESTMENT CORP ET AL 0.00% of their portfolio | 44.3k $1.0m | Reduced -19.2k |
| Invesco Ltd. 0.00% of their portfolio | 43.4k $1.0m | Reduced -15.4k |
| Squarepoint Ops LLC 0.00% of their portfolio | 41.0k $963.0k | Reduced -24.6k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 37.3k $874.0k | New |
| DIVERSIFIED MANAGEMENT INC 0.18% of their portfolio | 36.4k $854.5k | Unchanged |
| Walleye Trading LLC 0.01% of their portfolio | 34.0k $797.6k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 31.9k $754.3k | Added +29.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 30.5k $716.0k | Added +518 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 27.8k $651.8k | Reduced -2.1k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 26.7k $626.0k | Reduced -22.5k |
| OARSMAN CAPITAL, INC. 0.07% of their portfolio | 26.3k $616.4k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 25.6k $600.1k | Added +11.4k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 24.1k $565.2k | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 22.7k $532.5k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 22.6k $388.2k | Added +1.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 22.4k $524.9k | Added +6.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 21.7k $509.0k | Added +688 |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 21.1k $495.7k | New |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 20.3k $476.9k | Added +20.2k |
| Watershed Asset Management, L.L.C. 0.41% of their portfolio | 19.6k $460.4k | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 19.6k $459.6k | New |
| BOOTHBAY FUND MANAGEMENT, LLC 0.01% of their portfolio | 16.5k $387.0k | New |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 15.9k $373.4k | Reduced -658 |
| Operose Advisors LLC 0.07% of their portfolio | 15.4k $361.1k | Unchanged |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 14.1k $331.6k | Added +54 |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 13.4k $313.6k | Reduced -338 |
| Aquatic Capital Management LLC 0.01% of their portfolio | 13.2k $310.8k | Added +4.9k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 12.7k $298.0k | Added +2.5k |
| WINTON GROUP Ltd 0.01% of their portfolio | 12.4k $290.2k | New |
| CITIGROUP INC 0.00% of their portfolio | 12.4k $290.0k | Added +8.8k |
| Creative Planning 0.00% of their portfolio | 12.0k $282.2k | Added +330 |
| BAILARD, INC. 0.01% of their portfolio | 11.7k $274.5k | New |
| Graham Capital Management, L.P. 0.01% of their portfolio | 11.5k $269.6k | New |
| DIVERSIFIED TRUST CO 0.00% of their portfolio | 10.8k $253.7k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 10.4k $244.9k | Reduced -564 |
| Cannell & Spears LLC 0.00% of their portfolio | 10.1k $236.9k | Unchanged |
| Y-Intercept (Hong Kong) Ltd 0.00% of their portfolio | 9.3k $218.6k | New |
| Inscription Capital, LLC 0.02% of their portfolio | 9.2k $216.8k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 8.6k $202.6k | Reduced -15.5k |
| MEEDER ASSET MANAGEMENT INC 0.01% of their portfolio | 7.6k $177.5k | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 6.6k $154.9k | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio | 6.5k $151.0k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 5.9k $138.2k | Unchanged |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 5.8k $134.0k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 3.9k $91.0k | Added +169 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.8k $88.0k | Added +926 |