Who holds it, who is betting against it, and where the big money is moving
Net of large-order buying minus selling, in USD. Over this window: −$258.5K (12 inflow days, 8 outflow days).
Super/Big orders approximate institutional-size trades; Mid/Small approximate retail-size trades. Net buy minus sell value in each bucket, summed over the window.
The five largest holders on file together own 30.7% of shares outstanding.
Reported short interest has risen from 2.25% to 2.69% of float over the last 6 biweekly reports (30 Jun 2026 to 15 Sep 2026).
| Holder | Type | Period | Share change | New stake |
|---|---|---|---|---|
| David Marcus | Individual/Insider | 2026/Q3 | +606,327 | 2.3% |
| Nuveen Asset Management LLC | Insurance Company | 2026/Q3 | +55,137 | 0.2% |
| Barrow, Hanley, Mewhinney & Strauss, LLC | Mutual Fund | 2026/Q3 | +34,152 | 0.1% |
| Goldman Sachs Asset Management, L.P. | Mutual Fund | 2026/Q3 | +468,056 | 2.9% |
| Acadian Asset Management LLC | Mutual Fund | 2026/Q3 | +378,074 | 2.7% |
| J.P. Morgan Asset Management, Inc. | Mutual Fund | 2026/Q3 | +268,886 | 0.9% |
| Orbis Investment Management Limited | Mutual Fund | 2026/Q3 | +251,037 | 7.1% |
| BlackRock | Mutual Fund | 2026/Q3 | +180,538 | 7.7% |
| American Century Investment Management | Mutual Fund | 2026/Q3 | +160,799 | 3.9% |
| Qube Research & Technologies Ltd | Mutual Fund | 2026/Q3 | +134,033 | 0.8% |
| Two Sigma Investments, LP | Hedge Fund | 2026/Q3 | +58,852 | 0.4% |
| JPMorgan Chase & Co. | Public Company | 2026/Q3 | +57,783 | 0.3% |
| The Informed Momentum Company LLC | Mutual Fund | 2026/Q3 | +55,809 | 0.2% |
| Franklin Resources | Mutual Fund | 2026/Q3 | +48,994 | 0.2% |
| PanAgora Asset Management, Inc. | Mutual Fund | 2026/Q3 | +46,894 | 0.6% |
Institutional buy/sell activity by reporting period, largest moves first.
| Date | Insider | Title | Transaction | Shares | Price | Held after |
|---|---|---|---|---|---|---|
| 22 Sep 2026 | Diane Gershowitz | Director | Open Market Disposition | -50,000 | $27.61 | 163,046 |
| 6 Aug 2026 | Gregory Marcus | Chairperson & CEO | Other Disposition | -1,249 | – | 692,689 |
| 6 Aug 2026 | David Marcus | Director | Other Acquisition | +1,249 | – | 608,008 |
| 6 Aug 2026 | David Marcus | Director | Other Derivative Acquisition | +1,249 | – | 45,134 |
| 2 Aug 2026 | Thomas Kissinger | Senior EVP, General Counsel, Secretary & Director | Sale to Issuer | -98,374 | $30.69 | 226,170 |
| 2 Aug 2026 | Thomas Kissinger | Senior EVP, General Counsel, Secretary & Director | Derivative Exercise and Retained | +110,500 | $28.88 | 226,170 |
| 24 Jun 2026 | Thomas Kissinger | Senior EVP, General Counsel, Secretary & Director | Derivative Exercise and Sale | -41,723 | $23.37 | 214,044 |
| 24 Jun 2026 | Thomas Kissinger | Senior EVP, General Counsel, Secretary & Director | Derivative Exercise and Retained | +8,277 | $17.04 | 214,044 |
| 20 May 2026 | Bruce Olson | Director | Other Acquisition | +1,391 | $17.97 | 35,144 |
| 20 May 2026 | Timothy Hoeksema | Independent Director | Other Acquisition | +1,391 | $17.97 | 65,558 |
| 20 May 2026 | Diane Gershowitz | Director | Other Acquisition | +1,391 | $17.97 | 213,046 |
| 20 May 2026 | Philip Milstein | Lead Independent Director | Other Acquisition | +1,391 | $17.97 | 89,249 |
| 20 May 2026 | Allan Selig | Independent Director | Other Acquisition | +1,391 | $17.97 | 65,315 |
| 20 May 2026 | Brian Stark | Independent Director | Other Acquisition | +1,391 | $17.97 | 48,206 |
| 20 May 2026 | Austin Ramirez | Independent Director | Other Acquisition | +1,391 | $17.97 | 16,836 |
| 20 May 2026 | Katherine Gehl | Independent Director | Other Acquisition | +1,391 | $17.97 | 40,506 |
| 20 May 2026 | David Marcus | Director | Other Acquisition | +1,391 | $17.97 | 106,476 |
| 20 May 2026 | Paul Leff | Director | Other Acquisition | +1,391 | $17.97 | 6,699 |
| 30 Apr 2026 | Mark Gramz | President of Marcus Theatres Corporation | Sale to Issuer | -12,218 | – | 37,044 |
| 14 Apr 2026 | Michael Evans | President of Marcus Hotels & Resorts division | Open Market Disposition | -7,671 | $19.04 | 45,801 |
From Form 4/Form 144 filings. Negative share counts are disposals (sales, gifts, or shares withheld for taxes); positive are acquisitions.
| Report date | Shares short | % of float | Days to cover |
|---|---|---|---|
| 15 Sep 2026 | 830,868 | 2.7% | 4.0 |
| 31 Aug 2026 | 813,075 | 2.6% | 3.1 |
| 14 Aug 2026 | 798,739 | 2.6% | 2.0 |
| 31 Jul 2026 | 730,024 | 2.4% | 2.5 |
| 15 Jul 2026 | 645,122 | 2.1% | 3.6 |
| 30 Jun 2026 | 690,927 | 2.2% | 1.6 |
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