Marcus Corp (MCS) shareholders
MCSNYSEServices-Motion Picture TheatersFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 10/308% above fair value
$26.95−0.27 (-0.99%)
Close on Nov 13, 2026Market cap $837.92MP/E 33.7Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
66.1%
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 Joint filing with DG-LDJ Holdings, L.L.C. (8.66%), DG 2008 Trust u/a/d December 31, 2010 (8.66%) | 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. Joint filing with American Century Companies, Inc. (5.00%), Stowers Institute for Medical Research (5.00%) | 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 | 7.61% | $55.50M | +180,538 | 0.00% |
| Orbis Allan Gray Ltd | 2,189,129 | 7.04% | $51.36M | +226,544 | 0.18% |
| Dimensional Fund Advisors LP | 1,467,113 | 4.72% | $34.42M | +15,333 | 0.01% |
| American Century Companies Inc | 1,197,597 | 3.85% | $28.10M | +160,799 | 0.01% |
| KLCM Advisors, Inc. | 995,125 | 3.20% | $23.35M | −43,490 | 1.84% |
| Goldman Sachs Group Inc | 943,026 | 3.03% | $22.12M | +461,965 | 0.00% |
| Vanguard Capital Management LLC | 917,366 | 2.95% | $21.52M | −73,701 | 0.00% |
| Gamco Investors, Inc. Et Al | 875,505 | 2.82% | $20.54M | −37,000 | 0.18% |
| Acadian Asset Management LLC | 820,309 | 2.64% | $19.23M | +378,074 | 0.02% |
| Geode Capital Management, LLC | 571,826 | 1.84% | $13.42M | +3,630 | 0.00% |
| State Street Corp | 521,511 | 1.68% | $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 | 0.89% | $6.50M | −293,991 | 0.00% |
| Bank of New York Mellon Corp | 276,239 | 0.89% | $6.48M | +3 | 0.00% |
| Barclays PLC | 269,354 | 0.87% | $6.32M | −2,842 | 0.00% |
| Qube Research & Technologies Ltd | 261,048 | 0.84% | $6.12M | +134,033 | 0.01% |
| Heartland Advisors Inc | 255,000 | 0.82% | $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 | 66.1% | 23 / 47 | 38 / 15 | 3M | 2M |
| Q1 2026 | 134 | 20M | 62.8% | 19 / 37 | 46 / 21 | 3M | 1M |
| Q4 2025 | 137 | 19M | 62.0% | 25 / 40 | 51 / 25 | 2M | 2M |
| Q3 2025 | 138 | 19M | 61.8% | 18 / 34 | 52 / 24 | 2M | 2M |
| Q2 2025 | 146 | 19M | 60.2% | 16 / 46 | 45 / 27 | 1M | 1M |
| Q1 2025 | 157 | 19M | 60.6% | 28 / 42 | 55 / 21 | 2M | 2M |
| Q4 2024 | 153 | 19M | 61.8% | 40 / 45 | 38 / 15 | 3M | 3M |
| Q3 2024 | 129 | 20M | 64.3% | 25 / 34 | 44 / 40 | 5M | 7M |
| Q2 2024 | 145 | 24M | 76.8% | 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 | 83.3% | 19 / 40 | 54 / 14 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
173 funds held MCS in Q2 2026, 38% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of MCS | Value | % of fund | As of |
|---|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF | 990,212 | 3.18% | $18.72M | 0.07% | May 31, 2026 |
| 1290 VT GAMCO Small Company Value Portfolio | 659,500 | 2.12% | $15.47M | 0.35% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 640,656 | 2.06% | $15.03M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 605,989 | 1.95% | $14.22M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 330,309 | 1.06% | $9.61M | 0.05% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 255,992 | 0.82% | $6.01M | 0.01% | Jun 30, 2026 |
| Heartland Value Fund | 255,000 | 0.82% | $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 | 0.63% | $5.70M | 0.43% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 177,661 | 0.57% | $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 | 4.39% | 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 | 6.58% | Sep 24, 2026 |
| David John Marcus | Director | 714,484 | 2.30% | Aug 11, 2026 |
| Brian Jay Stark | Director | 48,206 | 0.16% | May 27, 2026 |
| Philip L. Milstein | Director | 203,260 | 0.65% | 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 | 2.24% | 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
6.08%
1M shares short
Days to cover
5.8
At 0M shares a day
Change since last report
+11.3%
From 1M shares
Short volume, 20 days
59.4%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Marcus's stock actually held short. Settlement fails (shares not delivered on time) peaked at 155 shares on Sep 25, 2026 over the last 90 days.
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 |
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