Marriott International, Inc.
MX ˙ BMV ˙ US5719032022
SecurityMX:MAR / Marriott International, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership8,842 shares
Latest Disclosed Value $ 2,892,037
EP Wealth Advisors, Inc. reports 43.84% increase in ownership of MAR / Marriott International, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 8,842 shares of Marriott International, Inc. (MX:MAR) valued at $2,892,037 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 6,147 shares of Marriott International, Inc.. This represents a change in shares of 43.84% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F MARRIOTT INTL INC CL A 571903202 8,842 2,695 43.84 2,892 51.65 0.0142
2026-02-18 2025-12-31 13F MARRIOTT INTL INC CL A 571903202 6,147 -144 -2.29 1,907 11.00 0.0099
2025-08-14 2025-06-30 13F MARRIOTT INTL INC CL A 571903202 6,291 -20 -0.32 1,719 14.30 0.0113
2025-05-15 2025-03-31 13F MARRIOTT INTL INC CL A 571903202 6,311 146 2.37 1,503 -12.57 0.0120
2025-02-14 2024-12-31 13F MARRIOTT INTL INC CL A 571903202 6,165 -931 -13.12 1,720 -2.55 0.0140
2024-11-15 2024-09-30 13F MARRIOTT INTL INC CL A 571903202 7,096 958 15.61 1,764 18.95 0.0152
2024-08-19 2024-06-30 13F MARRIOTT INTL INC CL A 571903202 6,138 853 16.14 1,484 11.25 0.0158
2024-05-14 2024-03-31 13F MARRIOTT INTL INC CL A 571903202 5,285 15 0.28 1,334 12.21 0.0156
2024-02-28 2023-12-31 13F MARRIOTT INTL INC CL A 571903202 5,270 -723 -12.06 1,188 0.93 0.0152
2023-11-24 2023-09-30 13F MARRIOTT INTL INC CL A 571903202 5,993 -3,126 -34.28 1,178 7.69 0.0183
2023-08-14 2023-06-30 13F MARRIOTT INTL INC CL A 571903202 9,119 -5,306 -36.78 1,093 -79.15 0.0158
2023-06-05 2023-03-31 13F MARRIOTT INTL INC CL A 571903202 14,425 8,460 141.83 5,242 490.32 0.0902
2023-06-12 2022-12-31 13F MARRIOTT INTL INC CL A 571903202 5,965 5,965 888 0.0160
2022-12-02 2022-09-30 13F MARRIOTT INTL INC CL A 571903202 0 -8,771 -100.00 0 -100.00
2022-08-11 2022-06-30 13F MARRIOTT INTL INC CL A 571903202 8,771 2,302 35.59 1,193 4.93 0.0269
2022-05-20 2022-03-31 13F MARRIOTT INTL INC CL A 571903202 6,469 638 10.94 1,137 17.95 0.0250
2022-02-17 2021-12-31 13F MARRIOTT INTL INC CL A 571903202 5,831 -38 -0.65 964 10.93 0.0228
2021-11-23 2021-09-30 13F/A-1 MARRIOTT INTL INC CL A 571903202 5,869 80 1.38 869 10.00 0.0238
2021-11-16 2021-09-30 13F MARRIOTT INTL INC CL A 571903202 161,414 155,625 869 0.0238
2021-08-24 2021-06-30 13F MARRIOTT INTL INC CL A 571903202 5,789 0 0.00 790 -7.82 0.0219
2021-05-17 2021-03-31 13F MARRIOTT INTL INC CL A 571903202 5,789 103 1.81 857 14.27 0.0272
2021-02-18 2020-12-31 13F MARRIOTT INTL INC CL A 571903202 5,686 -220 -3.73 750 37.11 0.0264
2020-11-17 2020-09-30 13F MARRIOTT INTL INC CL A 571903202 5,906 5,906 3.87 547 -8.22 0.0235
2020-08-14 2020-06-30 13F MARRIOTT INTL INC CL A 571903202 0 -6,837 -100.00 596 16.63 0.0255
2020-05-18 2020-03-31 13F MARRIOTT INTL INC CL A 571903202 6,837 5,281 339.40 511 116.53 0.0250
2020-02-14 2019-12-31 13F MARRIOTT INTL INC CL A 571903202 1,556 -176 -10.16 236 9.77 0.0097
2019-11-18 2019-09-30 13F MARRIOTT INTL INC CL A 571903202 1,732 144 9.07 215 -3.59 0.0107
2019-08-27 2019-06-30 13F MARRIOTT INTL INC CL A 571903202 1,588 -87 -5.19 223 6.19 0.0139
2019-05-20 2019-03-31 13F MARRIOTT INTL INC CL A 571903202 1,675 1,675 5.48 210 -5.83 0.0202
2019-02-15 2018-12-31 13F MARRIOTT INTL INC CL A 571903202 0 -1,726 -100.00 0 -100.00
2018-11-15 2018-09-30 13F MARRIOTT INTL INC CL A 571903202 1,726 0 0.00 228 4.11 0.0178
2018-08-14 2018-06-30 13F MARRIOTT INTL INC CL A 571903202 1,726 0 0.00 219 -6.81 0.0207
2018-05-15 2018-03-31 13F MARRIOTT INTL INC CL A 571903202 1,726 82 4.99 235 5.38 0.0227
2018-02-15 2017-12-31 13F MARRIOTT INTL INC CL A 571903202 1,644 1,644 223 0.0235
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.