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Security record · archived quarter

VAC

Marriott Vacations Worldwide Corporation · Consumer Cyclical · Gambling, Resorts & Casinos

117.02 +2.3% mkt cap $4.02B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
11Tracked holders
+1Δ holders
4.03MShares held
$362.87MReported value
+2New positions
−1Exits
Strongly Rising Conviction score 54/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +10.0% · share flow +19.5% · net new positions +9.1%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 96 +5 16.30M $1.66B +12 −7
Q1 2026 94 -2 16.40M $1.07B +7 −9
Q4 2025 96 0 19.56M $1.12B +1 −1
Q3 2025 18 +2 11.22M $747.55M +2 −1
Q2 2025 14 +1 11.36M $821.63M +1
Q1 2025 10 -1 3.24M $208.19M −1
Q4 2024 11 +1 4.03M $362.87M +2 −1
Q3 2024 9 0 2.32M $170.78M
Q2 2024 9 2.01M $174.29M
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 State Street Global Advisors (passive) 1.05M $95.17M 0.0% n/c 1 SEC ↗
2 AQR Capital Management 765.48K +47.2% $68.51M 0.1% ▲ Add 3 SEC ↗
3 AQR Capital Management 765.48K +47.2% $68.51M 0.1% ▲ Add 3 SEC ↗
4 AQR Capital Management 765.48K +47.2% $68.51M 0.1% ▲ Add 3 SEC ↗
5 AQR Capital Management 765.48K +47.2% $68.51M 0.1% ▲ Add 3 SEC ↗
6 Geode Capital Management (passive) 546.03K -1.2% $49.05M 0.0% ▼ Trim 3 SEC ↗
7 Geode Capital Management (passive) 546.03K -1.2% $49.05M 0.0% ▼ Trim 3 SEC ↗
8 Arrowstreet Capital 475.94K +45.3% $42.74M 0.0% ▲ Add 3 SEC ↗
9 Point72 Asset Management 422.87K New $37.97M 0.1% New 1 SEC ↗
10 Norges Bank (passive) 352.75K -9.5% $31.68M 0.0% ▼ Trim 3 SEC ↗
11 Millennium Management 270.07K -12.4% $24.25M 0.0% ▼ Trim 3 SEC ↗
12 Citadel Advisors 80.02K -37.9% $7.19M 0.0% ▼ Trim 3 SEC ↗
13 Citadel Advisors 80.02K -37.9% $7.19M 0.0% ▼ Trim 3 SEC ↗
14 Bridgewater Associates 23.72K -7.9% $2.13M 0.0% ▼ Trim 3 SEC ↗
15 T. Rowe Price 23.66K -34.0% $2.12M 0.0% ▼ Trim 3 SEC ↗
16 Marshall Wace 22.95K New $2.06M 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $37.97M 0.1%
Marshall Wace $2.06M 0.0%

Exited

D. E. Shaw & Co. $2.61M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 342 holders, 31.80M shares, $1.99B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 19 Asmar Christian

Director, 10% owner · 750.00K sh · $83.62M

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 20 SC 13D/A — Impactive Capital LP

9.8% of class · View original SEC filing ↗

Jul 14 SC 13G/A — DIMENSIONAL FUND ADVISORS LP

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API