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MGM Resorts International

MGM Consumer Discretionary
$47.98 $-0.64 (-1.32%)
Market Cap: $12.28 B
Gurus Holding
11
Popularity Rank
#305
% of Shares Held
13.46%
Net Activity (Q1 2026)
-$97.34 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 Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.65 B.

Top institutional holders include Chris Davis and Steven Cohen.

Institutional sentiment is currently Bearish. This is evidenced by a $97.34 M net outflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Cliff Asness reduced exposure by 56.7%.

Key Holders

Top 5 by Value

$899.17 M
$157.75 M
$115.96 M
$61.55 M
$12.92 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$167.08 M
Total Buy Value
New Buys 3
Additions 0
-$264.42 M
Total Sell Value
Reductions 7
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
3

FAQs for MGM Resorts International (MGM)

Major holders include Chris Davis ($899.17 M), Steven Cohen ($157.75 M), Cliff Asness ($115.96 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 34.43 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $97.34 M, with 3 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 $264.42 M.

Yes, 3 managers opened new positions in MGM, and 0 increased their existing holdings. The total reported buy value was $167.08 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.13% Reduce -9.4% 24,295,338 $899.17 M Q1 2026
0.20% New Buy 4,262,249 $157.75 M Q1 2026
0.05% Reduce -56.7% 3,184,031 $115.96 M Q1 2026
3.03% Reduce -18.2% 1,662,961 $61.55 M Q1 2026
0.13% Reduce -23.8% 349,172 $12.92 M Q1 2026
0.03% Reduce -7.4% 296,361 $10.97 M Q1 2026
0.05% New Buy 214,121 $7.92 M Q1 2026
0.03% 87,500 $3.24 M Q1 2026
0.00% Reduce -13.8% 40,930 $1.51 M Q1 2026
0.01% New Buy 38,074 $1.41 M Q1 2026
0.00% Reduce -7.6% 97 $3,455 Q1 2026
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SEC Form