13FPulse
MA

MAR MARRIOTT INTERNATIONAL -CL A

2026Q2 · CUSIP 571903202 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
1,704
Institutions that reported holding it to the SEC
Net increase in holders
+68
Last quarter 1,636 → now 1,704
How unusual is that
Top 5%
Stronger buying than 97% of US stocks
What the filings say, in one paragraph

1,704 funds held MAR at the end of 2026Q2, up 68 from the quarter before. That is stronger buying than 96.7% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $26.9B(YoY +4.7%), the P/E is 34.5x. MAR has had 30 buying rushes in its history, and the price moved +3.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=416 2013Q4: holders=439 2014Q1: holders=445 2014Q2: holders=467 2014Q3: holders=503 2014Q4: holders=540 2015Q1: holders=547 2015Q2: holders=535 2015Q3: holders=515 2015Q4: holders=559 2016Q1: holders=564 2016Q2: holders=576 2016Q3: holders=667 2016Q4: holders=685 2017Q1: holders=682 2017Q2: holders=713 2017Q3: holders=712 2017Q4: holders=822 2018Q1: holders=834 2018Q2: holders=859 2018Q3: holders=800 2018Q4: holders=786 2019Q1: holders=808 2019Q2: holders=798 2019Q3: holders=803 2019Q4: holders=868 2020Q1: holders=750 2020Q2: holders=800 2020Q3: holders=826 2020Q4: holders=974 2021Q1: holders=1023 2021Q2: holders=1010 2021Q3: holders=994 2021Q4: holders=1101 2022Q1: holders=1154 2022Q2: holders=1090 2022Q3: holders=1083 2022Q4: holders=1144 2023Q1: holders=1158 2023Q2: holders=1193 2023Q3: holders=1234 2023Q4: holders=1343 2024Q1: holders=1399 2024Q2: holders=1383 2024Q3: holders=1405 2024Q4: holders=1525 2025Q1: holders=1425 2025Q2: holders=1480 2025Q3: holders=1441 2025Q4: holders=1568 2026Q1: holders=1636 2026Q2: holders=1704 -148 -74 +0 +74 +148 37410821790 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 30 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5% +5.9%
2025Q4 Top 5% -5.2% +5.9%
2025Q2 Top 5% +0.3% +7.6%
2024Q4 Top 5% -14.3% -3.4%
2024Q3 Top 20% -2.9% -1.2%
2024Q1 Top 5% +1.6% -4.8%
2023Q4 Top 5% +3.9% -1.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
350
Change in large funds
+30
Total value they hold
$59.4B
Funds buying for the first time
207
Funds that sold out entirely
139
Price change that quarter
-7.1%
Funds holding puts (bearish)
32
Funds holding calls (bullish)
30

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
34.5
EPS (TTM)
$9.67
EPS YoY
+8.9%
Revenue (TTM)
$26.9B
Revenue YoY
+4.7%
Net margin
9.6%
ROE
Debt ratio
116.1%
FCF (TTM)
Dividend (TTM)
$2.74
Quarterly Revenue & EPS
2021-09-30: EPS 0.67 2021-12-31: EPS 1.42 2022-03-31: EPS 1.14 2022-06-30: EPS 2.06 2022-09-30: EPS 1.94 2022-12-31: EPS 2.10 2023-03-31: EPS 2.43 2023-06-30: EPS 2.38 2023-09-30: EPS 2.51 2023-12-31: EPS 2.86 2024-03-31: EPS 1.93 2024-06-30: EPS 2.69 2024-09-30: EPS 2.07 2024-12-31: EPS 1.64 2025-03-31: EPS 2.39 2025-06-30: EPS 2.78 2025-09-30: EPS 2.67 2025-12-31: EPS 1.67 2026-03-31: EPS 2.43 2026-06-30: EPS 2.90 0B 3.5B 7.1B $B 0.00 1.60 3.19 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 29 18 29 39 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-24M474M971M 20162017201820192020202120222023202420252026
Latest quarter $728M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.