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MMI · Marcus & Millichap, Inc. · Holdings

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$27.59 -0.69 (-2.44%) At close · Oct 23
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$1.04B
Shares
37.87M
Volume · Oct 23 241.62K Avg daily vol (3M) 149.82K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of MMI: 13F, 13D and 13G, insiders and funds →
Recent SEC filings are still being reconciled. Holder totals and changes may be incomplete until processing catches up.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 197
Total Value: $710,893,490
Total Shares: 22,829,758
Showing 1–100 of 197 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 189 13F filers
Top Holder
15.8%
Sep 2023 → Jun 2026 · range 15.8% – 17.7%
of institutional value
Top 5
52.6%
Sep 2023 → Jun 2026 · range 49.3% – 58.9%
of institutional value
Top 10
69.7%
Sep 2023 → Jun 2026 · range 62.3% – 75.3%
of institutional value
HHI
685
Sep 2023 → Jun 2026 · range 685 – 856
Broadly held

Who Holds MMI

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 188 filers, like-for-like change +3.0%; actively managed books +7.1%; index-like books -4.2%.

Holder type Share Filers Change
Registered adviser 63.4% 86 +7.9%
Exempt adviser 0.7% 4 -50.6%
Adviser 1.0% 4 +3.7%
Bank 8.3% 15 +13.4%
Insurer 0.7% 3 +6.7%
Broker-dealer 0.1% 1 +2.7%
Benefit plan 0.2% 6 -38.1%
Non-US 1.0% 5 +8.0%
Holding company 18.8% 8 -7.7%
Unknown 5.9% 56 -7.3%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 3 holders with no observed 2026-03-31 13F and 1 holder with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

188 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
0
0.000% of filers hold it in their top 10
Mar 31, 2026: 0
Holders above 5%
0
median weight 0.001%
Mar 31, 2026: 0
Crowding
18.6%
of shares outstanding, 54th percentile
Mar 31, 2026: 18.7%
Private-fund advisers
17.7%
of shares outstanding
Institutional ownership
60.4%
99.1% of the estimated free float
Top 10 holders
69.8%
of 13F shares, Herfindahl 0.069
Active holders
+7.1%
like-for-like share change of active filers
5% stakes on record
4
0 13D, 4 13G (4 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 13.5 quarters
Under 1 year 22.7% 1 to 3 years 23.6% 3 years or more 53.6% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$28.94
estimated per share
Mar 31, 2026: $28.96
Quarter-end price
$31.17
implied by 13F values
Estimated gain or loss
+7.7%
price against the estimated cost
Estimated at a loss
5.66%
of costed 13F value

Estimated cost covers 34.7% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies MMI's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 ELV Elevance Health, Inc. 3
2 GOOGL Alphabet Inc. 6
3 AAPL Apple Inc. 5
4 PEP Pepsico Inc 3
5 JPM Jpmorgan Chase & Co 4
6 CSCO Cisco Systems, Inc. 3
7 JNJ Johnson & Johnson 3
8 NVDA Nvidia Corp 3
9 MSFT Microsoft Corp 3

Shareholder Targets

13F filers that own its peers but not MMI, quarter ended Jun 30, 2026

Found through its holder-overlap peers: ELV, GOOGL, AAPL, PEP, JPM, CSCO, JNJ, NVDA, MSFT. 6,925 filers in all.

# Filer In peers
1 NORGES BANK Non-US, Index-like $244,585,014,980 9 held
2 Capital Research Global Investors Adviser, Diversified active $152,170,300,972 8 held
3 Capital World Investors Adviser, Diversified active $106,813,485,345 7 held
4 Berkshire Hathaway Inc Insurer, Concentrated $103,714,385,303 2 held
5 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $94,410,771,605 9 held
6 Amundi Holding company, Index-like $92,932,639,871 9 held
7 FRANKLIN RESOURCES INC Adviser, Diversified active $86,808,135,499 9 held
8 Capital International Investors Adviser, Diversified active $81,195,998,222 8 held
9 Fisher Asset Management, LLC Adviser, Diversified active $73,865,975,291 9 held
10 HSBC HOLDINGS PLC Unknown, Index-like $55,502,721,776 9 held

Fund Ownership of MMI by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 20.90% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.80% 1,438,628
Index ETFs 17.10% 6,476,495
Active ETFs 1.46% 552,560
Active funds 6.42% 2,431,587
Unclassified 0.19% 72,161
All registered funds 28.97% 10,971,431
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 94 Exempt adviser 4 Adviser 4 Bank 15 Insurer 3 Broker-dealer 1 Benefit plan 6 Non-US 5 Holding company 8 Unknown 57
Showing 100 of 197
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $112,800,700 15.87% 3,618,887
VANGUARD PORTFOLIO MANAGEMENT LLC $77,658,995 10.92% 2,491,466
SCHRODER INVESTMENT MANAGEMENT GROUP $71,236,104 10.02% 2,285,406
PZENA INVESTMENT MANAGEMENT LLC $66,735,001 9.39% 2,141,001
DIMENSIONAL FUND ADVISORS LP $46,418,922 6.53% 1,489,218
VANGUARD CAPITAL MANAGEMENT LLC $31,812,164 4.47% 1,020,602
STATE STREET CORP $29,592,423 4.16% 949,388
Tributary Capital Management, LLC $23,085,468 3.25% 740,631
GEODE CAPITAL MANAGEMENT, LLC $20,550,817 2.89% 659,314
TWO SIGMA INVESTMENTS, LP $17,177,693 2.42% 551,097
AQR CAPITAL MANAGEMENT LLC $14,720,901 2.07% 472,278
ROYCE & ASSOCIATES LP $14,650,492 2.06% 470,019
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $12,613,782 1.77% 404,677
JACOBS LEVY EQUITY MANAGEMENT, INC $8,501,523 1.20% 272,747
NORTHERN TRUST CORP $7,983,320 1.12% 256,122
SPROTT INC. $6,545,700 0.92% 210,000
RENAISSANCE TECHNOLOGIES LLC $6,239,392 0.88% 200,173
Russell Investments Group, Ltd. $5,890,813 0.83% 188,990
MORGAN STANLEY $5,699,213 0.80% 182,843
ENVESTNET ASSET MANAGEMENT INC $5,576,281 0.78% 178,899
GOLDMAN SACHS GROUP INC $5,303,481 0.75% 170,147
Bank of New York Mellon Corp $5,154,300 0.73% 165,361
VANGUARD FIDUCIARY TRUST CO $4,812,803 0.68% 154,405
UBS Group AG $4,809,717 0.68% 154,306
Qube Research & Technologies Ltd $4,003,443 0.56% 128,439
BANK OF AMERICA CORP /DE/ $3,965,415 0.56% 127,219
Nuveen, LLC $3,862,211 0.54% 123,908
PRINCIPAL FINANCIAL GROUP INC $3,530,937 0.50% 113,280
WELLS FARGO & COMPANY/MN $3,412,054 0.48% 109,466
Mariner, LLC $2,920,348 0.41% 93,691
HRT FINANCIAL LP $2,724,258 0.38% 87,400
Quantinno Capital Management LP $2,667,996 0.38% 85,595
ExodusPoint Capital Management, LP $2,605,063 0.37% 83,576
Invesco Ltd. $2,600,543 0.37% 83,431
DEUTSCHE BANK AG\ $2,594,341 0.36% 83,232
D. E. Shaw & Co., Inc. $2,559,244 0.36% 82,106
Public Sector Pension Investment Board $2,509,278 0.35% 80,503
DEPRINCE RACE & ZOLLO INC $2,501,893 0.35% 87,940
WINTON GROUP Ltd $2,485,807 0.35% 79,750
SEI INVESTMENTS CO $2,324,221 0.33% 74,566
LAZARD ASSET MANAGEMENT LLC $2,185,453 0.31% 70,114
AMERICAN CENTURY COMPANIES INC $2,068,721 0.29% 66,369
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $2,028,666 0.29% 65,084
XTX Topco Ltd $1,905,016 0.27% 61,117
RHUMBLINE ADVISERS $1,897,317 0.27% 60,870
Trexquant Investment LP $1,785,261 0.25% 57,275
AMERIPRISE FINANCIAL INC $1,730,495 0.24% 55,518
IEQ CAPITAL, LLC $1,704,718 0.24% 54,691
Legal & General Group Plc $1,636,329 0.23% 52,497
Creative Planning $1,537,584 0.22% 49,329
Swiss National Bank $1,427,586 0.20% 45,800
State of New Jersey Common Pension Fund D $1,286,261 0.18% 41,266
BARCLAYS PLC $1,224,263 0.17% 39,277
BNP PARIBAS ARBITRAGE, SA $1,222,954 0.17% 39,235
MILLENNIUM MANAGEMENT LLC $1,201,821 0.17% 38,557
NATIXIS ADVISORS, LLC $1,090,918 0.15% 34,999
JONES FINANCIAL COMPANIES LLLP $1,067,229 0.15% 34,239
FMR LLC $1,046,812 0.15% 33,584
ROYAL BANK OF CANADA $1,032,658 0.15% 33,130
LPL Financial LLC $969,418 0.14% 31,101
ALLIANCEBERNSTEIN L.P. $963,215 0.14% 30,902
NEW YORK STATE TEACHERS RETIREMENT SYSTEM $917,171 0.13% 32,238
FIRST NATIONAL BANK OF OMAHA $771,052 0.11% 24,737
PRUDENTIAL FINANCIAL INC $758,677 0.11% 24,340
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $752,661 0.11% 24,147
Hunter Perkins Capital Management, LLC $737,793 0.10% 23,670
Verdad Advisers, LP $684,867 0.10% 21,972
PANAGORA ASSET MANAGEMENT INC $664,980 0.09% 21,334
Inspire Investing, LLC $638,844 0.09% 22,455
Zurcher Kantonalbank (Zurich Cantonalbank) $637,520 0.09% 20,453
PRICE T ROWE ASSOCIATES INC /MD/ $595,378 0.08% 19,101
CANADA LIFE ASSURANCE Co $584,188 0.08% 18,742
MERCER GLOBAL ADVISORS INC /ADV $581,071 0.08% 18,642
JPMORGAN CHASE & CO $538,242 0.08% 17,268
VANGUARD ASSET MANAGEMENT, Ltd $525,245 0.07% 16,851
Aigen Investment Management, LP $519,822 0.07% 16,677
SUSQUEHANNA INTERNATIONAL GROUP, LLP $490,802 0.07% 15,746
Thrivent Financial for Lutherans $479,799 0.07% 15,393
VARCOV Co. $478,210 0.07% 15,342
Engineers Gate Manager LP $466,926 0.07% 14,980
MetLife Investment Management, LLC $438,281 0.06% 14,061
Campbell & CO Investment Adviser LLC $437,876 0.06% 14,048
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $424,047 0.06% 14,905
ALLSTATE CORP $418,519 0.06% 13,427
Janney Montgomery Scott LLC $409,075 0.06% 13,124
Cerity Partners LLC $395,047 0.06% 12,674
Park Capital Management, LLC / WI $384,956 0.05% 13,531
Brevan Howard Capital Management LP $370,954 0.05% 11,901
Illinois Municipal Retirement Fund $368,180 0.05% 11,812
JANE STREET GROUP, LLC $367,806 0.05% 11,800
Susquehanna Portfolio Strategies, LLC $358,299 0.05% 11,495
CITIGROUP INC $357,706 0.05% 11,476
FIFTH THIRD BANCORP $346,641 0.05% 11,121
DARK FOREST CAPITAL MANAGEMENT LP $346,423 0.05% 11,114
Squarepoint Ops LLC $345,644 0.05% 11,089
RBF Capital, LLC $342,870 0.05% 11,000
Diametric Capital, LP $340,750 0.05% 10,932
Jupiter Topco LLC $339,129 0.05% 10,880
STATE OF WISCONSIN INVESTMENT BOARD $334,360 0.05% 10,727
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $331,025 0.05% 10,620

Showing the top 100 of 197 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1578732 CUSIP 566324109 13F (30d) 40 filings 40 filers Visit website Investor relations