MCSNYSEServices-Motion Picture TheatersFiscal year ends December 31
MARCUS CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$28.51+0.49 (+1.75%)
Close on Oct 19, 2026
- Market cap
- $885.21M
- P/E (TTM)
- 39.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
66.6%
21M of 31M shares
Institutional holders
139
23 new, 15 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
1 buys · 5 sales
Net sold $1.96M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Marcus Gregory S | 2,531,122 | 10.66% | 13G (passive) | Mar 31, 2026 |
| Orbis Investment Management Limited | 2,164,636 | 9.10% | 13G (passive) amendment | Jun 30, 2026 |
| Gershowitz Diane M | 2,151,820 | 9.06% | 13G (passive) amendment | Mar 31, 2026 |
| BlackRock, Inc. | 1,893,346 | 7.70% | 13G (passive) amendment | Mar 31, 2025 |
| KLCM Advisors, Inc. | 1,629,090 | 6.70% | 13G (passive) | Sep 30, 2024 |
| Dimensional Fund Advisors LP | 1,456,865 | 5.80% | 13G (passive) amendment | Sep 30, 2024 |
| Porter Andrew Eliot | 1,271,887 | 5.08% | 13G (passive) | Mar 31, 2026 |
| American Century Investment Management, Inc. | 1,197,597 | 5.00% | 13G (passive) | Jun 30, 2026 |
| UBS Group AG | – | – | 13G (passive) amendment | Jun 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MCS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,365,611 | 7.67% | $55.50M | +180,538 | 0.00% |
| Orbis Allan Gray Ltd | 2,189,129 | 7.10% | $51.36M | +226,544 | 0.18% |
| Dimensional Fund Advisors LP | 1,467,113 | 4.76% | $34.42M | +15,333 | 0.01% |
| American Century Companies Inc | 1,197,597 | 3.88% | $28.10M | +160,799 | 0.01% |
| KLCM Advisors, Inc. | 995,125 | 3.23% | $23.35M | −43,490 | 1.84% |
| Goldman Sachs Group Inc | 943,026 | 3.06% | $22.12M | +461,965 | 0.00% |
| Vanguard Capital Management LLC | 917,366 | 2.98% | $21.52M | −73,701 | 0.00% |
| Gamco Investors, Inc. Et Al | 875,505 | 2.84% | $20.54M | −37,000 | 0.18% |
| Acadian Asset Management LLC | 820,309 | 2.66% | $19.23K | +378,074 | 0.02% |
| Geode Capital Management, LLC | 571,826 | 1.85% | $13.42M | +3,630 | 0.00% |
| State Street Corp | 521,511 | 1.69% | $12.23M | +4,032 | 0.00% |
| JPMorgan Chase & Co | 362,270 | 1.17% | $8.60M | +326,669 | 0.00% |
| Saber Capital Managment, LLC | 312,599 | 1.01% | $7.33M | −192,173 | 4.99% |
| D. E. Shaw & Co., Inc. | 294,037 | 0.95% | $6.90M | −26,924 | 0.00% |
| Bridgeway Capital Management, LLC | 284,922 | 0.92% | $6.68M | −11,371 | 0.12% |
| Arrowstreet Capital, Limited Partnership | 277,088 | 0.90% | $6.50M | −293,991 | 0.00% |
| Bank of New York Mellon Corp | 276,239 | 0.90% | $6.48M | +3 | 0.00% |
| Barclays PLC | 269,354 | 0.87% | $6.32M | −2,842 | 0.00% |
| Qube Research & Technologies Ltd | 261,048 | 0.85% | $6.12M | +134,033 | 0.01% |
| Heartland Advisors Inc | 255,000 | 0.83% | $5.98M | – | 0.27% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 139 | 21M | 66.6% | 23 / 47 | 38 / 15 | 3M | 2M |
| Q1 2026 | 134 | 20M | 63.3% | 19 / 37 | 46 / 21 | 3M | 1M |
| Q4 2025 | 137 | 19M | 62.5% | 25 / 40 | 51 / 25 | 2M | 2M |
| Q3 2025 | 138 | 19M | 62.3% | 18 / 34 | 52 / 24 | 2M | 2M |
| Q2 2025 | 146 | 19M | 60.7% | 16 / 46 | 45 / 27 | 1M | 1M |
| Q1 2025 | 157 | 19M | 61.2% | 28 / 42 | 55 / 21 | 2M | 2M |
| Q4 2024 | 153 | 19M | 62.3% | 40 / 45 | 38 / 15 | 3M | 3M |
| Q3 2024 | 129 | 20M | 64.8% | 25 / 34 | 44 / 40 | 5M | 7M |
| Q2 2024 | 145 | 24M | 77.4% | 30 / 44 | 52 / 42 | 5M | 13M |
| Q1 2024 | 158 | 32M | 100.0% | 23 / 48 | 62 / 21 | 5M | 4M |
| Q4 2023 | 158 | 31M | 100.0% | 23 / 62 | 52 / 13 | 8M | 3M |
| Q3 2023 | 149 | 26M | 84.0% | 19 / 40 | 54 / 14 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MCS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 990,212 | 3.21% | $18.72M | 0.07% | May 31, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 659,500 | 2.14% | $15.47M | 0.35% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 640,656 | 2.08% | $15.03M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 605,989 | 1.97% | $14.22M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 330,309 | 1.07% | $9.61M | 0.05% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 255,992 | 0.83% | $6.01M | 0.01% | Jun 30, 2026 |
| Heartland Value Fund | 255,000 | 0.83% | $5.98M | 0.51% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 247,379 | 0.80% | $7.20M | 0.02% | Jul 31, 2026 |
| Goldman Sachs Small Cap Value Insights Fund | 195,799 | 0.64% | $5.70M | 0.43% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 177,661 | 0.58% | $5.17M | 0.04% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 170,422 | 0.55% | $4.00M | 0.17% | Jun 30, 2026 |
| The Gabelli Small Cap Growth Fund | 164,000 | 0.53% | $3.85M | 0.20% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 163,826 | 0.53% | $4.77M | 0.03% | Jul 31, 2026 |
| Goldman Sachs Small Cap Equity Insights Fund | 155,671 | 0.50% | $4.53M | 0.45% | Jul 31, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 130,423 | 0.42% | $3.06M | 0.14% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Thomas F. Kissinger | Sr Exec VP, Gen Counsel & Secy, Director | 216,197 | 0.70% | Aug 19, 2026 |
| Gregory S. Marcus | President and CEO, Director | 1,365,407 | 4.43% | Aug 11, 2026 |
| Jeffry Frank Tomachek | Pres., Marcus Theatres | 157 | 0.00% | May 11, 2026 |
| Mark A. Gramz | Pres., Marcus Theatres | 41,989 | 0.14% | May 6, 2026 |
| Michael Reade Evans | Pres., Marcus Hotels & Resorts | 46,737 | 0.15% | Apr 17, 2026 |
| Chad M. Paris | Chief Financial Officer | 70,638 | 0.23% | Feb 25, 2026 |
| Diane M. Gershowitz | Director, 10% owner | 2,044,748 | 6.63% | Sep 24, 2026 |
| David John Marcus | Director | 714,484 | 2.32% | Aug 11, 2026 |
| Brian Jay Stark | Director | 48,206 | 0.16% | May 27, 2026 |
| Philip L. Milstein | Director | 203,260 | 0.66% | May 27, 2026 |
| Allan H. Selig | Director | 65,315 | 0.21% | May 27, 2026 |
| Timothy E. Hoeksema | Director | 65,558 | 0.21% | May 27, 2026 |
| Bruce J. Olson | Director | 35,144 | 0.11% | May 27, 2026 |
| Paul Adam Leff | Director | 6,699 | 0.02% | May 26, 2026 |
| Katherine M. Gehl | Director | 40,506 | 0.13% | May 26, 2026 |
| Austin M. Ramirez | Director | 16,836 | 0.05% | May 26, 2026 |
| Stephen H. Marcus | 10% owner | 695,714 | 2.26% | Apr 8, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Diane M. Gershowitz Director, 10% owner | Sep 23, 2026 | Sale | −50,000 | $27.61 | $1.38M | 125,617 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Aug 3, 2026 | Tax withholding | −37,167 | $30.69 | $1.14M | 215,650 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Aug 3, 2026 | Option exercise | +39,000 | $28.88 | $1.13M | 252,817 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Aug 3, 2026 | Tax withholding | −38,708 | $30.69 | $1.19M | 224,042 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Aug 3, 2026 | Option exercise | +24,400 | $27.00 | $658.80K | 236,316 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Aug 3, 2026 | Option exercise | +47,100 | $21.84 | $1.03M | 262,750 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Aug 3, 2026 | Tax withholding | −22,499 | $30.69 | $690.49K | 213,817 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Aug 3, 2026 | Tax withholding | −32,728 | $31.43 | $1.03M | 232,965 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Aug 3, 2026 | Option exercise | +47,100 | $21.84 | $1.03M | 265,693 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Aug 3, 2026 | Tax withholding | −35,848 | $31.43 | $1.13M | 218,593 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Aug 3, 2026 | Option exercise | +39,000 | $28.88 | $1.13M | 254,441 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Aug 3, 2026 | Tax withholding | −20,875 | $31.56 | $658.82K | 215,441 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Aug 3, 2026 | Option exercise | +24,400 | $27.00 | $658.80K | 236,316 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Jun 25, 2026 | Tax withholding | −41,723 | $23.37 | $975.07K | 211,916 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Jun 25, 2026 | Option exercise | +50,000 | $17.04 | $852.00K | 253,639 |
| Timothy E. Hoeksema Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 50,556 |
| Brian Jay Stark Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 48,206 |
| Diane M. Gershowitz Director, 10% owner | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 37,429 |
| Bruce J. Olson Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 12,385 |
| Allan H. Selig Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 65,315 |
| Philip L. Milstein Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 79,149 |
| Katherine M. Gehl Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 18,472 |
| Paul Adam Leff Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 6,699 |
| David John Marcus Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 106,476 |
| Allan H. Selig Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 65,315 |
| Bruce J. Olson Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 12,385 |
| Philip L. Milstein Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 79,149 |
| Diane M. Gershowitz Director, 10% owner | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 37,429 |
| Austin M. Ramirez Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 16,836 |
| Timothy E. Hoeksema Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 50,556 |
| Brian Jay Stark Director | May 21, 2026 | Award | +1,391 | $17.97 | $25.00K | 48,206 |
| Mark A. Gramz Pres., Marcus Theatres | May 1, 2026 | Tax withholding | −12,218 | – | – | 37,044 |
| Michael Reade Evans Pres., Marcus Hotels & Resorts | Apr 15, 2026 | Sale | −7,671 | $19.04 | $146.06K | 45,801 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Apr 13, 2026 | Option exercise | +42,450 | $15.99 | $678.78K | 242,150 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Apr 13, 2026 | Tax withholding | −38,511 | $19.17 | $738.26K | 203,639 |
| Michael Reade Evans Pres., Marcus Hotels & Resorts | Mar 20, 2026 | Sale | −37.47 | $15.94 | $597 | 53,472 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Mar 6, 2026 | Sale | −25,000 | $17.32 | $433.00K | 199,700 |
| Diane M. Gershowitz Director, 10% owner | Mar 2, 2026 | Gift | −36,096 | – | – | 36,038 |
| Diane M. Gershowitz Director, 10% owner | Mar 2, 2026 | Buy | +33,915 | – | – | 72,134 |
| Gregory S. Marcus President and CEO, Director | Mar 2, 2026 | Sale | −33,915 | – | – | 515,119 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Feb 23, 2026 | Tax withholding | −2,467 | – | – | 224,700 |
| Chad M. Paris Chief Financial Officer | Feb 23, 2026 | Tax withholding | −1,146 | – | – | 70,638 |
| Michael Reade Evans Pres., Marcus Hotels & Resorts | Feb 23, 2026 | Tax withholding | −1,520 | – | – | 53,509 |
| Gregory S. Marcus President and CEO, Director | Feb 23, 2026 | Tax withholding | −7,555 | – | – | 549,034 |
| Mark A. Gramz Pres., Marcus Theatres | Feb 22, 2026 | Tax withholding | −2,899 | – | – | 49,262 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Feb 22, 2026 | Tax withholding | −7,292 | – | – | 227,167 |
| Gregory S. Marcus President and CEO, Director | Feb 22, 2026 | Tax withholding | −19,976 | – | – | 556,589 |
| Chad M. Paris Chief Financial Officer | Feb 22, 2026 | Tax withholding | −4,643 | – | – | 71,784 |
| Michael Reade Evans Pres., Marcus Hotels & Resorts | Feb 22, 2026 | Tax withholding | −5,032 | – | – | 55,029 |
| Mark A. Gramz Pres., Marcus Theatres | Feb 11, 2026 | Award | +16,400 | – | – | 52,161 |
| Thomas F. Kissinger Sr Exec VP, Gen Counsel & Secy, Director | Feb 11, 2026 | Award | +31,990 | – | – | 234,459 |
| Gregory S. Marcus President and CEO, Director | Feb 11, 2026 | Award | +92,640 | – | – | 576,565 |
| Michael Reade Evans Pres., Marcus Hotels & Resorts | Feb 11, 2026 | Award | +21,580 | – | – | 60,061 |
| Chad M. Paris Chief Financial Officer | Feb 11, 2026 | Award | +25,760 | – | – | 76,427 |
| Diane M. Gershowitz Director, 10% owner | Dec 31, 2025 | Award | +4,174 | – | – | 38,219 |
| Katherine M. Gehl Director | Dec 31, 2025 | Award | +4,174 | – | – | 17,081 |
| Austin M. Ramirez Director | Dec 31, 2025 | Award | +4,174 | – | – | 15,445 |
| Philip L. Milstein Director | Dec 31, 2025 | Award | +4,174 | – | – | 77,758 |
| Bruce J. Olson Director | Dec 31, 2025 | Award | +4,174 | – | – | 10,994 |
| David John Marcus Director | Dec 31, 2025 | Award | +4,174 | – | – | 105,085 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Diane M. Gershowitz Trustee | Sep 23, 2026 | 50,000 | $1.39M | Sep 23, 2026 | Merger/Acquisition |
| Michael Reade Evans Officer | Apr 23, 2026 | 7,671 | $146.09K | Apr 15, 2026 | Restricted Stock Vesting |
| Michael Reade Evans Officer | Apr 15, 2026 | 7,671 | $146.09K | Apr 15, 2026 | Restricted Stock Vesting |
| Diane M. Gershowitz Director | Nov 26, 2024 | 25,000 | $542.50K | Nov 26, 2024 | Merger/Acquisition |