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MLKN — MILLERKNOLL INC

Reported value held$777.61M
Funds holding (latest)46
SectorConsumer Discretionary
Funds holding (Q2 2026)35
Institutional value$614.51M · 30.15M sh
New / Add / Cut / Exit2 / 20 / 11 / 3
Top-5 / Top-10 concentration64.3% / 82.4%
Institutional holdings change Accumulating +0.9% (+272.87K sh)
Institutional value change Up +42.7%

As of Q2 2026, 35 SEC-registered investment managers reported holding MLKN (MILLERKNOLL INC) in their latest 13F filings, with a combined reported value of $614.51M across 30.15M shares. That is +0.9% by share count (+272.87K shares) versus the previous quarter, while reported value moved +42.7%. Ownership is concentrated: the five largest holders account for 64.3% of reported value and the top ten for 82.4%.

Compared with the prior quarter, 2 opened new positions, 20 added to existing stakes, 11 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

MLKN is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 10.41M $213.05M 0.00% Reduce
Vanguard Group history Q4 2025 8.55M $156.30M 0.00% Add
Pzena Investment Management history Q2 2026 3.03M $62.05M 0.18% Add
Fidelity Management & Research (FMR) history Q2 2026 2.09M $42.81M 0.00% Reduce
Invesco Ltd history Q2 2026 1.96M $40.13M 0.00% Add
Geode Capital Management history Q2 2026 1.80M $36.79M 0.00% Add
Wellington Management Group history Q2 2026 1.39M $28.44M 0.01% Add
Arrowstreet Capital history Q2 2026 1.31M $26.78M 0.01% Add
Charles Schwab Investment Management history Q2 2026 1.26M $25.85M 0.00% Reduce
Northern Trust Corp history Q2 2026 789.78K $16.16M 0.00% Add
Renaissance Technologies history Q2 2026 694.38K $14.21M 0.02% Add
Morgan Stanley history Q2 2026 684.37K $14.00M 0.00% Reduce
Goldman Sachs Group history Q2 2026 635.44K $13.00M 0.00% Add
Bank of America Corp history Q2 2026 562.01K $11.50M 0.00% Reduce
AQR Capital Management history Q2 2026 425.31K $8.61M 0.00% Add
BNY Mellon history Q2 2026 416.39K $8.52M 0.00% Add
D. E. Shaw & Co history Q2 2026 389.35K $7.97M 0.00% Add
Principal Global Investors history Q2 2026 330.46K $6.76M 0.00% Hold
Millennium Management history Q2 2026 263.83K $5.40M 0.00% Add
PSP Investments history Q2 2026 234.95K $4.81M 0.01% Reduce

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 10.80M 10.92M 10.39M 10.39M 10.47M 10.64M 10.55M 10.41M
Pzena Investment Management — — — — — — — — — — — — — — — — — — 2.00M 3.03M
Fidelity Management & Research (FMR) 314.10K 473.40K 466.86K 463.54K 478.77K 510.56K 532.38K 2.13K 88.45K 93.28K 4.63K 3.73K 38.78K 1.60M 2.99M 2.96M 1.88M 1.92M 3.64M 2.09M
Invesco Ltd 969.88K 1.11M 1.29M 1.19M 1.19M 1.47M 1.40M 1.42M 1.32M 1.37M 1.77M 1.78M 2.12M 2.03M 1.91M 1.80M 1.81M 1.96M 1.82M 1.96M
Geode Capital Management 1.33M 1.34M 1.38M 1.40M 1.41M 1.46M 1.51M 1.55M 1.62M 1.65M 1.68M 1.71M 1.68M 1.67M 1.68M 1.66M 1.69M 1.67M 1.71M 1.80M
Wellington Management Group 1.05M 1.03M 1.02M 1.07M 1.13M 1.45M 223.99K 315.29K 245.64K 285.45K 303.34K 568.25K 574.82K 804.11K 892.86K 897.18K 891.75K 1.31M 1.23M 1.39M
Arrowstreet Capital — — — — — 93.99K — 38.09K 478.75K 511.28K 229.54K 215.50K 461.74K 516.50K 439.46K 798.35K 821.40K 892.66K 1.26M 1.31M
Charles Schwab Investment Management 891.56K 919.34K 895.71K 950.71K 960.74K 994.50K 1.07M 1.16M 1.27M 1.29M 1.30M 1.30M 1.27M 1.31M 1.34M 1.43M 1.50M 1.55M 1.55M 1.26M
Northern Trust Corp 1.05M 1.04M 1.00M 980.62K 967.13K 846.99K 837.48K 823.28K 848.55K 819.24K 800.82K 777.65K 749.05K 812.55K 778.43K 735.75K 736.20K 680.16K 714.38K 789.78K
Renaissance Technologies 270.38K — 19.40K 60.12K 555.68K 313.58K 284.48K 548.68K 138.18K 45.10K 87.70K 85.30K 118.20K 48.70K — 222.78K 157.08K — 186.18K 694.38K
Morgan Stanley 384.27K 367.05K 230.57K 279.35K 269.00K 684.81K 712.88K 969.51K 667.66K 800.84K 967.97K 826.65K 1.02M 1.01M 845.59K 822.56K 1.00M 869.47K 1.00M 684.37K
Goldman Sachs Group 465.48K 183.25K 107.02K 118.78K 144.73K 213.70K 147.05K 320.76K 426.62K 493.74K 762.01K 397.79K 579.18K 575.89K 409.99K 378.34K 427.83K 461.90K 326.69K 635.44K
Bank of America Corp 345.49K 369.17K 455.56K 435.92K 500.14K 442.07K 441.72K 453.50K 448.39K 376.43K 394.99K 406.47K 509.93K 371.20K 923.49K 1.04M 1.00M 722.08K 836.01K 562.01K
AQR Capital Management 732.04K 64.81K 15.60K 82.54K 149.13K 316.41K 35.92K 130.39K 156.93K 102.19K 128.30K 107.18K 86.44K 58.50K 57.74K 74.34K 75.97K 248.47K 403.91K 425.31K
BNY Mellon 1.19M 1.21M 1.18M 1.10M 1.05M 1.30M 1.25M 1.21M 1.20M 917.62K 907.22K 897.53K 826.47K 747.59K 741.46K 735.44K 708.99K 410.49K 407.56K 416.39K
D. E. Shaw & Co — — — — — — — 609.84K 389.68K 251.19K 39.32K 15.31K — — 78.35K — 30.56K 163.09K 21.68K 389.35K
Principal Global Investors 260.75K 258.89K 256.12K 294.56K 295.17K 461.27K 456.28K 441.79K 426.83K 410.57K 378.19K 353.37K 358.53K 368.45K 373.01K 335.92K 327.41K 326.55K 331.76K 330.46K
Millennium Management 22.12K 69.17K 266.36K 818.58K 1.17M — 15.99K 512.36K 197.97K 183.57K — 66.64K 610.71K 877.81K 356.79K 382.43K 33.37K 314.53K 110.89K 263.83K
PSP Investments 15.07K — — — — 137.46K 132.94K 134.24K 93.56K 152.49K 149.26K 157.62K 148.12K 172.32K 216.14K 231.00K 264.53K 237.11K 244.13K 234.95K
UBS Group AG 15.30K 37.99K 10.18K 5.92K 17.26K 48.85K 47.61K 82.06K 48.80K 63.69K 65.04K 50.16K 56.31K 130.68K 162.05K 167.99K 124.20K 272.59K 176.94K 195.41K

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