MLKN
MillerKnoll, Inc. · Consumer Cyclical · Furnishings, Fixtures & Appliances
Données momentum (gérants comparables) :
étendue des détenteurs -7.1% ·
flux d'actions +0.7% ·
nouvelles positions nettes -7.7%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 10.39M | — | $201.68M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passif) | 7.95M | — | $154.38M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passif) | 7.95M | — | $154.38M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passif) | 7.95M | — | $154.38M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passif) | 7.95M | — | $154.38M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 7.95M | — | $154.38M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 2.96M | — | $57.57M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 2.96M | — | $57.57M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 2.96M | — | $57.57M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | State Street Global Advisors ✦ (passif) | 2.74M | -1.0% | $53.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Geode Capital Management ✦ (passif) | 1.66M | -1.1% | $32.33M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Geode Capital Management ✦ (passif) | 1.66M | -1.1% | $32.33M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Wellington Management ✦ | 897.18K | +0.5% | $17.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Wellington Management ✦ | 897.18K | +0.5% | $17.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Wellington Management ✦ | 897.18K | +0.5% | $17.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Wellington Management ✦ | 897.18K | +0.5% | $17.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Arrowstreet Capital ✦ | 798.35K | +81.7% | $15.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Millennium Management ✦ | 382.43K | +7.2% | $7.43M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 222.78K | Nouveau | $4.33M | 0.0% | New | 1 | SEC ↗ |
| 34 | T. Rowe Price ✦ | 77.09K | +11.6% | $1.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 74.34K | +28.8% | $1.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 74.34K | +28.8% | $1.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 74.34K | +28.8% | $1.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 74.34K | +28.8% | $1.44M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Norges Bank ✦ (passif) | 39.54K | -59.5% | $767,867 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | Citadel Advisors ✦ | 12.08K | -94.9% | $234,555 | 0.0% | ▼ Trim | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Renaissance Technologies | $4.33M | 0.0% |
Sorti(e)
| D. E. Shaw & Co. | $1.50M | était 0.0% |
| Marshall Wace | $677,863 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 229 détenteurs, 66.21M actions, $912.01M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.