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 ($3.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $17.16. Options: 0 managers hold calls (— notional), 1 hold puts ($5.2k).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 72 | 94 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $215.8k | $55.6k | 0.26 |
| Q3 2025 | $455.7k | $30.2k | 0.07 |
| Q4 2025 | $314.9k | $9.3k | 0.03 |
| Q1 2026 | $0 | $5.2k | — |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +318.4k |
| Empowered Funds, LLC | New | +181.8k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +118.6k |
| AMERICAN CENTURY COMPANIES INC | Added | +96.4k |
| AQR CAPITAL MANAGEMENT LLC | Added | +73.0k |
| TUDOR INVESTMENT CORP ET AL | New | +63.5k |
| PDT Partners, LLC | Added | +51.5k |
| HEARTLAND ADVISORS INC | Added | +50.0k |
| LAZARD ASSET MANAGEMENT LLC | New | +49.1k |
| Orbis Allan Gray Ltd | Added | +46.8k |
Biggest sellers
| Bastion Asset Management Inc. | Reduced | -131.5k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -102.1k |
| MORGAN STANLEY | Reduced | -87.1k |
| MARSHALL WACE, LLP | Reduced | -75.7k |
| UBS Group AG | Reduced | -60.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -48.3k |
| KLCM Advisors, Inc. | Reduced | -47.3k |
| CITADEL ADVISORS LLC | Reduced | -42.9k |
| BARCLAYS PLC | Reduced | -35.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -34.6k |
Biggest calls
| None |
Biggest puts
| SIMPLEX TRADING, LLC | Reduced | $5.2k300 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 in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| 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 | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-20 | Evans Michael Reade Pres., Marcus Hotels & Resorts | Sold | $59737 shares |
| 2026-03-06 | KISSINGER THOMAS F Sr Exec VP, Gen Counsel & Secy, director | Sold | $433.0k25.0k shares |
| 2026-03-02 | Marcus Gregory S President and CEO, director | Sold | —33.9k shares |
| 2026-03-02 | GERSHOWITZ DIANE M Director | Bought | —33.9k 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 2.2m $37.5m | Added +8.9k |
| Orbis Allan Gray Ltd 0.14% of their portfolio | 2.0m $33.7m | Added +46.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 1.5m $24.9m | Reduced -17.5k |
| KLCM Advisors, Inc. 1.55% of their portfolio | 1.0m $17.8m | Reduced -47.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.0m $17.8m | Added +96.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 991.1k $17.0m | First filing |
| GAMCO INVESTORS, INC. ET AL 0.15% of their portfolio | 912.5k $15.7m | Reduced -3.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 571.1k $9.8m | Reduced -34.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 568.2k $9.8m | Added +26.9k |
| STATE STREET CORP 0.00% of their portfolio | 517.5k $8.9m | Added +18.6k |
| Saber Capital Managment, LLC 6.72% of their portfolio | 504.8k $8.7m | Reduced -437 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 481.1k $8.3m | Added +318.4k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 442.2k $7.6m | Added +118.6k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 321.0k $5.5m | Reduced -22.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 313.0k $5.4m | Reduced -102.1k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.10% of their portfolio | 296.3k $5.1m | Added +5.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 276.2k $4.7m | Reduced -21.3k |
| BARCLAYS PLC 0.00% of their portfolio | 272.2k $4.7m | Reduced -35.8k |
| HEARTLAND ADVISORS INC 0.22% of their portfolio | 255.0k $4.4m | Added +50.0k |
| Bastion Asset Management Inc. 1.20% of their portfolio | 243.1k $3.9m | Reduced -131.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 239.8k $4.1m | First filing |
| NORTHERN TRUST CORP 0.00% of their portfolio | 237.7k $4.1m | Added +8.2k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 235.6k $4.0m | Reduced -75.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 218.9k $3.8m | Added +13.1k |
| Mesirow Financial Investment Management, Inc. 0.06% of their portfolio | 213.3k $3.7m | Added +9.1k |
| GABELLI FUNDS LLC 0.02% of their portfolio | 210.0k $3.6m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 209.6k $3.6m | Added +73.0k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 190.7k $3.3m | Reduced -42.9k |
| MORGAN STANLEY 0.00% of their portfolio | 189.2k $3.2m | Reduced -87.1k |
| Empowered Funds, LLC 0.02% of their portfolio | 181.8k $3.1m | New |
| Pacific Ridge Capital Partners, LLC 0.62% of their portfolio | 167.9k $2.9m | Added +652 |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 149.5k $2.6m | First filing |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 128.8k $2.2m | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 127.0k $2.2m | Reduced -21.8k |
| Trexquant Investment LP 0.01% of their portfolio | 116.8k $2.0m | Added +11.1k |
| Quantinno Capital Management LP 0.00% of their portfolio | 102.0k $1.8m | Added +8.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 89.3k $1.5m | Added +1.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 87.9k $1.5m | Reduced -33.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 84.3k $1.4m | Reduced -5.7k |
| UBS Group AG 0.00% of their portfolio | 78.3k $1.3m | Reduced -60.0k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 72.6k $1.2m | Unchanged |
| PDT Partners, LLC 0.07% of their portfolio | 71.8k $1.2m | Added +51.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 71.0k $1.2m | Reduced -2.2k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 67.7k $1.2m | Added +29.1k |
| Squarepoint Ops LLC 0.00% of their portfolio | 65.6k $1.1m | Added +8.3k |
| Teton Advisors, LLC 0.78% of their portfolio | 65.0k $1.1m | Unchanged |
| FMR LLC 0.00% of their portfolio | 64.2k $1.1m | Added +7.3k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 63.5k $1.1m | New |
| Invesco Ltd. 0.00% of their portfolio | 58.7k $1.0m | Added +763 |
| MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio | 56.0k $961.6k | Reduced -18.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 52.8k $906.5k | Reduced -48.3k |
| Nuveen, LLC 0.00% of their portfolio | 52.8k $906.2k | Reduced -3.9k |
| Clearbridge Investments, LLC 0.00% of their portfolio | 52.2k $896.9k | Unchanged |
| Covalent Partners LLC 6.04% of their portfolio | 50.0k $858.5k | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 49.1k $843.7k | New |
| Campbell & CO Investment Adviser LLC 0.04% of their portfolio | 44.8k $768.6k | Added +5.6k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 36.6k $628.4k | Reduced -17.1k |
| DIVERSIFIED MANAGEMENT INC 0.11% of their portfolio | 36.4k $625.4k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 35.6k $597.7k | Added +4.8k |
| Walleye Trading LLC 0.01% of their portfolio | 34.0k $583.8k | Unchanged |
| Dynamic Technology Lab Private Ltd 0.09% of their portfolio | 32.0k $549.6k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 30.0k $515.1k | Added +20.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 29.9k $513.7k | Reduced -761 |
| OARSMAN CAPITAL, INC. 0.06% of their portfolio | 26.3k $451.1k | Reduced -8.6k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 26.3k $451.0k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 24.2k $415.2k | First filing |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 22.7k $389.8k | Added +3.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 21.2k $329.0k | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 21.0k $361.0k | Added +4.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 16.6k $285.7k | New |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 16.6k $284.6k | Added +2.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 15.8k $271.5k | Reduced -508 |
| Operose Advisors LLC 0.06% of their portfolio | 15.4k $264.2k | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 14.5k $248.4k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 14.2k $244.1k | Reduced -17.0k |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 14.1k $241.8k | Added +25 |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 13.7k $235.3k | Added +2.7k |
| XTX Topco Ltd 0.00% of their portfolio | 12.3k $211.2k | Reduced -7.1k |
| Creative Planning 0.00% of their portfolio | 11.7k $200.9k | Reduced -3.5k |
| Atom Investors LP 0.01% of their portfolio | 11.4k $195.5k | Reduced -4.6k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 11.0k $188.9k | Added +437 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 10.2k $175.6k | Reduced -1.6k |
| Polymer Capital Management (US) LLC 0.03% of their portfolio | 10.2k $174.7k | Reduced -5.2k |
| Cannell & Spears LLC 0.00% of their portfolio | 10.1k $173.4k | Unchanged |
| Aquatic Capital Management LLC 0.00% of their portfolio | 8.3k $142.8k | New |
| MEEDER ASSET MANAGEMENT INC 0.01% of their portfolio | 7.6k $129.9k | Reduced -2.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 6.6k $113.4k | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.00% of their portfolio | 6.5k $111.0k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 5.9k $101.1k | Unchanged |
| State of Alaska, Department of Revenue 0.00% of their portfolio | 5.8k $98.0k | Unchanged |
| Parkside Financial Bank & Trust 0.01% of their portfolio | 5.0k $86.4k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 3.7k $63.7k | Reduced -52 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 3.7k $63.6k | Added +2.1k |
| CITIGROUP INC 0.00% of their portfolio | 3.6k $61.5k | Added +341 |
| CWM, LLC 0.00% of their portfolio | 3.5k $60.1k | Reduced -441 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 2.9k $49.8k | Reduced -42 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.8k $48.0k | Reduced -1.5k |
| Pinnacle Wealth Planning Services, Inc. 0.00% of their portfolio | 2.0k $35.2k | Reduced -1.5k |
| Legal & General Group Plc 0.00% of their portfolio | 1.9k $32.6k | Unchanged |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.9k $31.8k | Unchanged |