Guru Ownership Trend
Guru Analysis for Marriott International, Inc. (MAR)
Marriott International, Inc. (MAR), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.51 B.
Top institutional holders include Terry Smith and First Pacific Advisors.
Notably, Terry Smith has expressed high conviction in this stock, allocating 7.21% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $89.05 M net outflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 183.7%. Conversely, Ray Dalio reduced exposure by 85.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Marriott International, Inc. (MAR)
Major holders include Terry Smith ($1.23 B), First Pacific Advisors ($120.95 M), Tom Gayner ($27.84 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 4.68 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $89.05 M, with 5 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited MAR. The total reported sell value was $110.34 M.
Yes, 3 managers opened new positions in MAR, and 2 increased their existing holdings. The total reported buy value was $21.29 M.
