MMI — MARCUS & MILLICHAP INC
As of Q2 2026, 30 SEC-registered investment managers reported holding MMI (MARCUS & MILLICHAP INC) in their latest 13F filings, with a combined reported value of $323.77M across 10.41M shares. That is +2.7% by share count (+274.81K shares) versus the previous quarter, while reported value moved +20.4%. Ownership is concentrated: the five largest holders account for 71.7% of reported value and the top ten for 86.2%.
Compared with the prior quarter, 2 opened new positions, 16 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MMI is classified in the Financials 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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 3.62M | $112.80M | 0.00% | Reduce |
| Vanguard Group history | Q4 2025 | 3.82M | $104.16M | 0.00% | Add |
| Pzena Investment Management history | Q2 2026 | 2.14M | $66.74M | 0.20% | Add |
| Geode Capital Management history | Q2 2026 | 659.31K | $20.55M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 551.10K | $17.18M | 0.01% | Add |
| AQR Capital Management history | Q2 2026 | 472.28K | $14.72M | 0.01% | Add |
| Royce & Associates history | Q2 2026 | 470.02K | $14.65M | 0.12% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 404.68K | $12.61M | 0.00% | Reduce |
| Wellington Management Group history | Q3 2025 | 325.20K | $9.54M | 0.00% | Reduce |
| Northern Trust Corp history | Q2 2026 | 256.12K | $7.98M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 200.17K | $6.24M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 182.84K | $5.70M | 0.00% | Reduce |
| Marshall Wace history | Q4 2025 | 195.48K | $5.33M | 0.01% | New |
| Goldman Sachs Group history | Q2 2026 | 170.15K | $5.30M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 165.36K | $5.15M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 154.31K | $4.81M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 127.22K | $3.97M | 0.00% | Add |
| Principal Global Investors history | Q2 2026 | 113.28K | $3.53M | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 109.47K | $3.41M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 83.43K | $2.60M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 17.27K sh · $571.49K
- Manulife Financial 7.11K sh · $221.74K
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 45.97K sh · $1.22M
- Citadel Advisors sold 32.07K sh · $852.79K
- Janus Henderson Group sold 10.88K sh · $289.46K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.77M | 3.82M | 3.78M | 3.88M | 3.91M | 3.87M | 3.93M | 3.62M |
| Pzena Investment Management | — | — | — | — | — | — | — | — | 25.91K | 278.31K | 288.83K | 641.67K | 583.70K | 576.38K | 576.25K | 614.41K | 631.33K | 614.32K | 2.01M | 2.14M |
| Geode Capital Management | 527.40K | 532.32K | 484.12K | 478.47K | 481.28K | 499.69K | 517.31K | 522.24K | 533.09K | 554.75K | 566.81K | 589.62K | 595.14K | 597.34K | 613.96K | 625.78K | 628.95K | 628.28K | 645.15K | 659.31K |
| Two Sigma Investments | 39.50K | 13.20K | 24.63K | — | — | — | 14.34K | — | 12.31K | — | 6.00K | 17.24K | — | 6.00K | 8.06K | — | — | 213.56K | 424.34K | 551.10K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | 6.92K | — | — | 6.75K | 9.59K | 13.70K | 17.71K | 60.88K | 55.52K | 182.08K | 472.28K |
| Royce & Associates | 1.69M | 1.50M | 1.44M | 1.58M | 2.06M | 2.12M | 2.01M | 2.10M | 2.17M | 1.94M | 2.14M | 2.30M | 2.30M | 2.20M | 1.76M | 1.84M | 1.56M | 683.15K | 511.69K | 470.02K |
| Charles Schwab Investment Management | 241.01K | 247.71K | 256.12K | 259.54K | 270.27K | 275.04K | 290.13K | 302.50K | 321.20K | 347.04K | 353.94K | 372.37K | 384.77K | 403.56K | 407.14K | 378.24K | 381.57K | 385.12K | 433.61K | 404.68K |
| Northern Trust Corp | 300.12K | 293.64K | 286.55K | 297.93K | 301.51K | 303.08K | 306.98K | 293.63K | 290.22K | 288.18K | 275.91K | 247.32K | 245.89K | 248.75K | 242.74K | 258.75K | 252.22K | 232.74K | 244.27K | 256.12K |
| Renaissance Technologies | — | — | 58.00K | 248.70K | 195.30K | 215.20K | 108.10K | 91.60K | 22.70K | — | — | — | — | — | 56.25K | 85.00K | 29.80K | 260.20K | 219.70K | 200.17K |
| Morgan Stanley | 226.55K | 168.41K | 122.62K | 249.51K | 244.24K | 259.73K | 233.52K | 288.41K | 176.91K | 180.82K | 184.21K | 220.75K | 205.88K | 197.19K | 187.08K | 204.32K | 160.80K | 215.72K | 184.86K | 182.84K |
| Goldman Sachs Group | 29.36K | 36.95K | 67.00K | 55.97K | 75.30K | 68.86K | 84.29K | 68.94K | 262.06K | 199.64K | 426.14K | 265.73K | 195.40K | 182.80K | 133.31K | 88.93K | 93.58K | 148.44K | 158.48K | 170.15K |
| BNY Mellon | 240.38K | 242.60K | 239.26K | 222.51K | 234.05K | 301.57K | 299.29K | 280.86K | 274.01K | 221.99K | 214.41K | 216.24K | 193.74K | 193.17K | 190.05K | 186.47K | 175.95K | 158.41K | 164.06K | 165.36K |
| UBS Group AG | 113.08K | 30.21K | 11.82K | 117.63K | 127.82K | 140.06K | 162.19K | 36.07K | 21.42K | 29.13K | 29.29K | 15.12K | 17.23K | 54.80K | 27.66K | 32.77K | 31.02K | 40.82K | 43.12K | 154.31K |
| Bank of America Corp | 30.46K | 40.40K | 30.07K | 22.42K | 26.49K | 29.28K | 16.50K | 15.50K | 36.29K | 51.22K | 37.62K | 48.65K | 31.96K | 34.31K | 28.45K | 37.62K | 26.34K | 45.56K | 49.17K | 127.22K |
| Principal Global Investors | 170.14K | 166.46K | 165.13K | 162.57K | 159.51K | 161.42K | 156.40K | 144.46K | 138.32K | 137.94K | 123.69K | 118.19K | 113.13K | 116.69K | 119.79K | 119.77K | 116.69K | 114.96K | 115.75K | 113.28K |
| Wells Fargo & Co | 84.25K | 71.01K | 67.28K | 42.79K | 44.66K | 43.17K | 58.68K | 65.19K | 59.78K | 58.60K | 67.38K | 69.20K | 69.19K | 76.02K | 77.96K | 93.15K | 94.82K | 92.16K | 97.00K | 109.47K |
| Invesco Ltd | 311.71K | 290.39K | 238.56K | 100.30K | 107.24K | 123.16K | 138.11K | 117.44K | 188.40K | 169.38K | 78.13K | 77.29K | 75.33K | 82.69K | 82.14K | 78.28K | 128.49K | 73.45K | 82.89K | 83.43K |
| Deutsche Bank AG | 44.47K | 44.13K | 22.15K | 22.05K | 11.35K | 13.77K | 18.85K | 11.27K | 12.76K | 12.50K | 11.54K | 93.38K | 13.95K | 21.49K | 19.41K | 17.01K | 19.33K | 55.37K | 99.08K | 83.23K |
| D. E. Shaw & Co | — | — | — | — | — | — | 20.28K | 20.02K | 11.85K | — | — | 8.66K | — | — | 17.72K | 71.75K | 56.40K | 192.14K | 164.38K | 82.11K |
| PSP Investments | 56.99K | 50.90K | 46.65K | 45.35K | 46.15K | 45.12K | 43.62K | 43.03K | 29.47K | 49.39K | 49.39K | 52.75K | 50.95K | 60.19K | 76.29K | 82.32K | 94.27K | 83.78K | 85.17K | 80.50K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details