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MGM Resorts International

MGM Consumer Discretionary
$39.22 $-0.61 (-1.53%)
Market Cap: $9.87 B
Gurus Holding
14
Popularity Rank
#156
% of Shares Held
12.55%
Net Activity (Q2 2026)
-$136.49 M

Guru Ownership Trend

Guru Analysis for MGM Resorts International (MGM)

MGM Resorts International (MGM), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.24 B.

Top institutional holders include Chris Davis and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $136.49 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Cliff Asness reduced exposure by 35.8%.

Key Holders

Top 5 by Value

$1.14 B
$139.7 M
$97.81 M
$55.91 M
$18.91 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$25.99 M
Total Buy Value
New Buys 3
Additions 3
-$162.49 M
Total Sell Value
Reductions 7
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
6

FAQs for MGM Resorts International (MGM)

Major holders include Chris Davis ($1.14 B), Steven Cohen ($139.7 M), Cliff Asness ($97.81 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 31.58 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $136.49 M, with 6 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited MGM. The total reported sell value was $162.49 M.

Yes, 3 managers opened new positions in MGM, and 3 increased their existing holdings. The total reported buy value was $25.99 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.91% Reduce -1.6% 23,903,317 $1.14 B Q2 2026
0.15% Reduce -31.4% 2,922,084 $139.7 M Q2 2026
0.03% Reduce -35.8% 2,045,872 $97.81 M Q2 2026
2.92% Reduce -29.7% 1,169,513 $55.91 M Q2 2026
0.04% Add 33.4% 395,422 $18.91 M Q2 2026
0.14% Reduce -4.6% 333,114 $15.93 M Q2 2026
0.10% New Buy 331,808 $15.86 M Q2 2026
0.08% Reduce -4.3% 204,873 $9.79 M Q2 2026
0.03% 87,500 $4.18 M Q2 2026
0.01% Add 59.7% 60,791 $2.91 M Q2 2026
0.00% New Buy 51,348 $2.45 M Q2 2026
0.02% New Buy 38,752 $1.85 M Q2 2026
0.00% Reduce -23.2% 31,433 $1.5 M Q2 2026
0.00% Add 2.1% 99 $4,919 Q2 2026
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SEC Form