MGM Resorts International (MGM): Q2 2026 13F — more filers, higher aggregate reported value, and new Vanguard-affiliated CIK entries
You are looking at MGM Resorts International — consumer discretionary name listed on NYSE as MGM. Below is a read of the latest Form 13F tape (period of report 2026-06-30, Q2 2026) versus the prior quarter (2026-03-31, Q1 2026), plus a short company overview.
MGM Resorts International / MGM RESORTS INTERNATIONAL
What changed in Q2 2026?
Last quarter = Q2 2026 (period of report 2026-06-30) versus prior Q1 2026 (2026-03-31). Figures are reported 13F values (USD) as filed — delayed snapshots, not live prices.
Here is the story in one breath: more 13F filers (657 vs 598), and the aggregate reported 13F value rose (about $7.52B from about $5.29B). Total disclosed shares also moved to about 159,833,771 from about 147,359,574. Hedge-style* holders numbered 10 in Q2 2026 versus 12 in Q1 2026. On the full 13F tape, 141 managers entered and 82 exited (hedge-style* enter/exit: 2 / 4).
Status mix across the QoQ tape (739 manager rows including exits): 141 ENTERED, 82 EXITED, 170 INCREASED, 226 DECREASED, 120 UNCHANGED.
Reporting-entity note: several Vanguard-affiliated names appear as ENTERED under new CIKs in Q2 2026 (for example VANGUARD CAPITAL MANAGEMENT LLC ($581.23M), VANGUARD PORTFOLIO MANAGEMENT LLC ($395.23M), VANGUARD FIDUCIARY TRUST CO ($51.01M), Vanguard Global Advisers, LLC ($20.36M)). That is a 13F filer / CIK event in this tape — not automatically the same thing as “Vanguard never owned MGM before.” Read it as new reporting entities showing up for this CUSIP in the QoQ join.
Who holds MGM now?
Largest Q2 2026 13F holders by reported position value (top 18 of 657). Block size ≈ reported value. Click a name for the fund page.
Fund activity — Q1 2026 → Q2 2026
Top increases and decreases by change in % of the manager’s reported AUM, shown as treemap-style cards. Dollar heatmaps follow.
Top funds increasing % AUM
Largest positive Δ %AUM (entries + any adds).
Top funds decreasing % AUM
Largest negative Δ %AUM (cuts + exits).
Top $ increases (reported value)
Top $ decreases (reported value)
Funds entering & exiting
New fund appearances (ENTERED) and disappearances (EXITED) on the QoQ 13F tape — all filers vs hedge-style* only. Counts are status rows from the QoQ join across the full Form 13F filer set for this CUSIP/ticker — not live flow.
Key Q2 2026 movers (by |Δ reported value|)
The largest absolute dollar increase is VANGUARD CAPITAL MANAGEMENT LLC (status ENTERED, Δ about $581.23M) — accession 0002100119-26-001527. On the downside, the largest absolute dollar decrease is GOLDENTREE ASSET MANAGEMENT LP (DECREASED, Δ about -$133.13M).
Classic 13F reminder: Davis Selected Advisers cut shares (24,295,338 → 23,903,317) but still shows a higher reported value ($899.17M → $1.14B) — share cuts and dollar increases can sit in the same row when the filing-period price jumps.
Largest Q2 2026 ENTERED names by reported value include: VANGUARD CAPITAL MANAGEMENT LLC ($581.23M), VANGUARD PORTFOLIO MANAGEMENT L… ($395.23M), VAUGHAN NELSON INVESTMENT MANAG… ($83.59M), VANGUARD FIDUCIARY TRUST CO ($51.01M), NORGES BANK ($30.91M).
Largest EXITED names by prior reported value include: ARROWSTREET CAPITAL, LIMITED PA… (prior $80.44M), Amundi (prior $26.70M), GMT Capital Corp (prior $19.46M), Artisan Partners Limited Partne… (prior $17.48M), VOLORIDGE INVESTMENT MANAGEMENT… (prior $7.05M).
Top QoQ activity rows (by |Δ value|)
Showing 50 of 739 QoQ manager rows — sorted by absolute change in reported value.
| Manager | Status | Shares Q1 | Shares Q2 | Value Q1 | Value Q2 | Δ Value | SEC |
|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | ENTERED | — | 12,157,125 | — | $581.23M | $581.23M | SEC |
| VANGUARD PORTFOLIO MANAGEMENT LLC | ENTERED | — | 8,266,676 | — | $395.23M | $395.23M | SEC |
| Davis Selected Advisers | DECREASED | 24,295,338 | 23,903,317 | $899.17M | $1.14B | $243.62M | SEC |
| GOLDENTREE ASSET MANAGEMENT LP | DECREASED | 4,771,865 | 909,457 | $176.61M | $43.48M | -$133.13M | SEC |
| BlackRock, Inc. | DECREASED | 12,910,435 | 12,640,448 | $477.82M | $604.34M | $126.52M | SEC |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | ENTERED | — | 1,748,416 | — | $83.59M | $83.59M | SEC |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | EXITED | 2,173,470 | — | $80.44M | — | -$80.44M | SEC |
| STATE STREET CORP | INCREASED | 6,991,696 | 7,047,768 | $258.76M | $336.95M | $78.19M | SEC |
| TWO SIGMA INVESTMENTS, LP | INCREASED | 904,823 | 1,998,075 | $33.49M | $95.53M | $62.04M | SEC |
| Corvex Management LP | UNCHANGED | 5,347,978 | 5,347,978 | $197.93M | $255.69M | $57.76M | SEC |
| GEODE CAPITAL MANAGEMENT, LLC | DECREASED | 5,086,532 | 5,044,676 | $187.93M | $240.74M | $52.82M | SEC |
| VANGUARD FIDUCIARY TRUST CO | ENTERED | — | 1,066,904 | — | $51.01M | $51.01M | SEC |
| Balyasny Asset Management L.P. | INCREASED | 357,641 | 1,244,866 | $13.24M | $59.52M | $46.28M | SEC |
| MORGAN STANLEY | DECREASED | 4,934,811 | 4,744,049 | $182.64M | $226.81M | $44.18M | SEC |
| D. E. Shaw & Co., Inc. | INCREASED | 57,463 | 821,260 | $2.13M | $39.26M | $37.14M | SEC |
| CITIGROUP INC | INCREASED | 322,313 | 996,455 | $11.93M | $47.64M | $35.71M | SEC |
| WELLS FARGO & COMPANY/MN | DECREASED | 1,778,507 | 687,572 | $65.82M | $32.87M | -$32.95M | SEC |
| BANK OF MONTREAL /CAN/ | INCREASED | 141,277 | 780,505 | $5.23M | $37.32M | $32.09M | SEC |
| MONTANOVA CAPITAL, LLC | INCREASED | 2,158,800 | 2,325,360 | $79.90M | $111.18M | $31.28M | SEC |
| NORGES BANK | ENTERED | — | 646,456 | — | $30.91M | $30.91M | SEC |
| GOLDMAN SACHS GROUP INC | DECREASED | 3,233,419 | 3,131,196 | $119.67M | $149.70M | $30.03M | SEC |
| TIG Advisors, LLC | ENTERED | — | 606,338 | — | $28.99M | $28.99M | SEC |
| Amundi | EXITED | 721,462 | — | $26.70M | — | -$26.70M | SEC |
| Man Group plc | INCREASED | 6,199 | 539,036 | $229,425 | $25.77M | $25.54M | SEC |
| DIMENSIONAL FUND ADVISORS LP | DECREASED | 2,379,727 | 2,354,626 | $88.05M | $112.62M | $24.57M | SEC |
| MACKENZIE FINANCIAL CORP | INCREASED | 21,596 | 528,765 | $799,268 | $25.28M | $24.48M | SEC |
| Davidson Kempner Capital Management LP | ENTERED | — | 493,050 | — | $23.57M | $23.57M | SEC |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | INCREASED | 2,073,773 | 2,085,131 | $76.75M | $99.69M | $22.94M | SEC |
| Driehaus Capital Management LLC | ENTERED | — | 445,057 | — | $21.28M | $21.28M | SEC |
| Vanguard Global Advisers, LLC | ENTERED | — | 425,878 | — | $20.36M | $20.36M | SEC |
| JANE STREET GROUP, LLC | DECREASED | 559,001 | 17,861 | $20.69M | $853,934 | -$19.83M | SEC |
| UBS Group AG | INCREASED | 1,419,014 | 1,505,621 | $52.52M | $71.98M | $19.47M | SEC |
| GMT Capital Corp | EXITED | 525,700 | — | $19.46M | — | -$19.46M | SEC |
| Hook Mill Capital Partners, LP | ENTERED | — | 404,117 | — | $19.32M | $19.32M | SEC |
| BANK OF AMERICA CORP /DE/ | DECREASED | 2,093,172 | 2,021,020 | $77.47M | $96.62M | $19.16M | SEC |
| Bank of New York Mellon Corp | INCREASED | 1,552,263 | 1,598,531 | $57.45M | $76.43M | $18.98M | SEC |
| Squarepoint Ops LLC | INCREASED | 84,528 | 456,161 | $3.13M | $21.81M | $18.68M | SEC |
| TORONTO DOMINION BANK | INCREASED | 29,894 | 407,354 | $1.11M | $19.48M | $18.37M | SEC |
| AQR CAPITAL MANAGEMENT LLC | DECREASED | 3,184,031 | 2,045,872 | $115.96M | $97.81M | -$18.15M | SEC |
| Point72 Asset Management, L.P. | DECREASED | 4,262,249 | 2,922,084 | $157.75M | $139.70M | -$18.04M | SEC |
| Artisan Partners Limited Partnership | EXITED | 472,188 | — | $17.48M | — | -$17.48M | SEC |
| NORTHERN TRUST CORP | DECREASED | 1,930,735 | 1,843,783 | $71.46M | $88.15M | $16.69M | SEC |
| Jefferies Financial Group Inc. | ENTERED | — | 331,808 | — | $15.86M | $15.86M | SEC |
| LMR Partners LLP | ENTERED | — | 300,000 | — | $14.34M | $14.34M | SEC |
| BAMCO INC /NY/ | DECREASED | 996,534 | 479,107 | $36.88M | $22.91M | -$13.98M | SEC |
| Nokomis Capital, L.L.C. | DECREASED | 419,339 | 38,308 | $15.52M | $1.83M | -$13.69M | SEC |
| ROYAL BANK OF CANADA | INCREASED | 1,110,977 | 1,136,022 | $41.12M | $54.31M | $13.20M | SEC |
| Allianz Asset Management GmbH | INCREASED | 988,590 | 1,037,571 | $36.59M | $49.59M | $13.01M | SEC |
| CLOUGH CAPITAL PARTNERS L P | DECREASED | 428,440 | 62,760 | $15.86M | $3.00M | -$12.86M | SEC |
| Connor, Clark & Lunn Investment Management Ltd. | DECREASED | 946,824 | 474,398 | $35.04M | $22.68M | -$12.36M | SEC |
Company AI overview — MGM Resorts International
MGM Resorts International is an S&P 500 global gaming and entertainment company. Common stock trades on the NYSE as MGM. Corporate HQ: 3600 Las Vegas Blvd. South, Las Vegas, Nevada 89109 (Bellagio campus). Sources: investors.mgmresorts.com; mgmresorts.com; SEC CIK 0000789570.
Short history / footprint. The portfolio spans iconic Las Vegas Strip resorts and other domestic and international destinations, plus meetings, live entertainment, food & beverage, and retail. Company materials cite a global suite of hotel and gaming destinations and Las Vegas-inspired brands.
Business model & revenue streams. Cash comes from casino gaming, rooms, food & beverage, entertainment, and related hospitality. Digital / interactive gaming exposure includes the BetMGM venture in North America and related online brands disclosed in IR materials; the company has also discussed targeted Asia expansion (including Japan IR development plans).
Competition. Other large casino-resort operators, regional gaming companies, and online sports-betting / iGaming platforms compete for customers and capital. Differentiation is brand, Strip real estate, entertainment calendars, and loyalty ecosystems.
Moat (humble take). Iconic properties and brand recognition can be sticky — still subject to tourism cycles, regulation, and competitive promotional intensity.
Challenges & opportunities. Challenges include discretionary travel demand, regulatory change, and digital-gaming competition. Opportunities track Strip visitation, entertainment mix, and online gaming expansion where licensed.
Recent update (company IR). Use investors.mgmresorts.com and SEC Forms 10-K / 10-Q for the latest GAAP results and risk factors. The TradingView financials widget above is a convenience snapshot — verify against the issuer release or EDGAR before you act.
Q2 2026 accession sample (largest holders)
SEC index links for accessions tied to the largest Q2 2026 reported positions. Filing dates live on each EDGAR index page.
| Accession | Manager | CIK | Type |
|---|---|---|---|
| 0001036325-26-000020 | Davis Selected Advisers | 1036325 | 13F-HR |
| 0002012383-26-003238 | BlackRock, Inc. | 2012383 | 13F-HR |
| 0002100119-26-001527 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 13F-HR |
| 0002100121-26-001018 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 13F-HR |
| 0000093751-26-000507 | STATE STREET CORP | 93751 | 13F-HR |
| 0000914208-26-000343 | Invesco Ltd. | 914208 | 13F-HR |
| 0001011438-26-000545 | Corvex Management LP | 1535472 | 13F-HR |
| 0001214717-26-000008 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 13F-HR |
| 0000895421-26-000243 | MORGAN STANLEY | 895421 | 13F-HR |
| 0000886982-26-000519 | GOLDMAN SACHS GROUP INC | 886982 | 13F-HR |
| 0000919574-26-005520 | Point72 Asset Management, L.P. | 1603466 | 13F-HR |
| 0000354204-26-000866 | DIMENSIONAL FUND ADVISORS LP | 354204 | 13F-HR |
| 0001172661-26-003727 | MONTANOVA CAPITAL, LLC | 1569064 | 13F-HR |
| 0001752724-26-000057 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | 13F-HR |
| 0001167557-26-000226 | AQR CAPITAL MANAGEMENT LLC | 1167557 | 13F-HR |
Sources & provenance
- Company site: https://www.mgmresorts.com/
- Investor relations: https://investors.mgmresorts.com/
- About / overview: https://www.mgmresorts.com/en/company.html
- Form 13F holdings for period of report 2026-06-30 and 2026-03-31 — individual SEC accession index links in the tables above (EDGAR pattern
https://www.sec.gov/Archives/edgar/data/{cik_from_accession}/{accession_nodash}/{accession}-index.htm). - QuantyFight stock page: https://quantyfight.com/stocks/MGM
- Market-cap context on this page ≈ $9.3B from holdings metadata (rounded).