MLKN
MillerKnoll, Inc. · Consumer Cyclical · Furnishings, Fixtures & Appliances
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +0.7% ·
net new positions -7.7%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.52K | $301,399 | n/a | n/a |
| 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 | n/a | −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 | n/a | −1 |
| Q3 2024 | 11 | -1 | 3.82M | $94.51M | n/a | −1 |
| Q2 2024 | 12 | n/a | 3.27M | $86.64M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 10.39M | n/a | $201.68M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (passive) | 7.95M | n/a | $154.38M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 2.96M | n/a | $57.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | State Street Global Advisors ✦ (passive) | 2.74M | -1.0% | $53.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 1.66M | -1.1% | $32.33M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 6 | Wellington Management ✦ | 897.18K | +0.5% | $17.42M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 7 | Arrowstreet Capital ✦ | 798.35K | +81.7% | $15.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | Millennium Management ✦ | 382.43K | +7.2% | $7.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 222.78K | New | $4.33M | 0.0% | New | 1 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 77.09K | +11.6% | $1.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 74.34K | +28.8% | $1.44M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 12 | Norges Bank ✦ (passive) | 39.54K | -59.5% | $767,867 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 12.08K | -94.9% | $234,555 | 0.0% | ▼ Trim | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $4.33M | 0.0% |
Exited
| D. E. Shaw & Co. | $1.50M | was 0.0% |
| Marshall Wace | $677,863 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 229 holders, 66.21M shares, $912.01M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.