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MGM Resorts International

MGM Consumer Discretionary
$36.37 $-0.49 (-1.33%)
Market Cap: $9.3 B
Gurus Holding
8
Popularity Rank
#857
% of Shares Held
14.51%
Net Activity (Q4 2025)
+$65.47 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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.35 B.

Top institutional holders include Chris Davis and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $65.47 M net inflow during the quarter.

Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Ken Fisher reduced exposure by 29.2%.

Key Holders

Top 5 by Value

$978.67 M
$268.6 M
$74.2 M
$16.71 M
$11.68 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$115.84 M
Total Buy Value
New Buys 1
Additions 3
-$50.38 M
Total Sell Value
Reductions 3
Sold Out 3

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for MGM Resorts International (MGM)

Major holders include Chris Davis ($978.67 M), Cliff Asness ($268.6 M), Mason Hawkins ($74.2 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 37.13 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $65.47 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited MGM. The total reported sell value was $50.38 M.

Yes, 1 managers opened new positions in MGM, and 3 increased their existing holdings. The total reported buy value was $115.84 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
4.40% Add 12.0% 26,820,202 $978.67 M Q4 2025
0.14% Reduce -12.9% 7,360,984 $268.6 M Q4 2025
3.30% Add 16.3% 2,033,369 $74.2 M Q4 2025
0.16% Reduce -1.8% 458,012 $16.71 M Q4 2025
0.04% Add 7.6% 319,967 $11.68 M Q4 2025
0.03% 87,500 $3.19 M Q4 2025
0.00% Reduce -29.2% 47,454 $1.73 M Q4 2025
0.00% New Buy 105 $3,857 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form