MLKN
MillerKnoll, Inc. · Consumer Cyclical · Furnishings, Fixtures & Appliances
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -6.3% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 91 | +4 | 41.90M | $857.15M | +7 | −3 |
| Q1 2026 | 90 | +3 | 43.19M | $624.98M | +6 | −3 |
| Q4 2025 | 87 | -3 | 47.18M | $863.06M | — | −3 |
| Q3 2025 | 19 | +4 | 29.46M | $523.15M | +4 | −1 |
| Q2 2025 | 13 | -1 | 28.21M | $548.39M | +1 | −2 |
| Q1 2025 | 11 | 0 | 6.72M | $129.15M | +2 | −2 |
| Q4 2024 | 11 | -1 | 7.17M | $162.60M | — | −1 |
| Q3 2024 | 11 | -1 | 3.82M | $94.51M | — | −1 |
| Q2 2024 | 12 | — | 3.27M | $86.64M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 2.77M | -5.6% | $53.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 1.68M | +1.0% | $32.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 1.68M | +1.0% | $32.22M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 892.86K | +11.0% | $17.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 892.86K | +11.0% | $17.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 892.86K | +11.0% | $17.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 892.86K | +11.0% | $17.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Arrowstreet Capital ✦ | 439.46K | -14.9% | $8.41M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Millennium Management ✦ | 356.79K | -59.4% | $6.83M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 236.37K | +46.0% | $4.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 236.37K | +46.0% | $4.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Norges Bank ✦ (pasivo) | 97.56K | +503.6% | $1.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 78.35K | Nuevo | $1.50M | 0.0% | New | 1 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 69.06K | +3.0% | $1.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 57.74K | -1.3% | $1.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 57.74K | -1.3% | $1.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 57.74K | -1.3% | $1.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 57.74K | -1.3% | $1.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Marshall Wace ✦ | 35.42K | Nuevo | $677,863 | 0.0% | New | 1 | SEC ↗ |
| 20 | Marshall Wace ✦ | 35.42K | Nuevo | $677,863 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| D. E. Shaw & Co. | $1.50M | 0.0% |
| Marshall Wace | $677,863 | 0.0% |
| Marshall Wace | $677,863 | 0.0% |
Posición cerrada
| Renaissance Technologies | $1.10M | era 0.0% |
| Gotham Asset Management | $420,648 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 229 tenedores, 66.21M acciones, $912.01M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.