MMI Marcus & Millichap

NYSE
$28.66

Marcus & Millichap (MMI) Institutional Ownership

What the institutions did with MMI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.

Managers compared
78
filed both this quarter and last
Managers holding
72
+11 on the quarter
Buyers
38
17 opened new
Sellers
24
6 sold out entirely
Buyer share
61.3%
of managers who traded it
Breadth
+22.6
net buyers, as a share of those trading

Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
PZENA INVESTMENT MANAGEMENT LLC 2.1M 41.8%
DIMENSIONAL FUND ADVISORS LP 1.5M 29.8%
Tributary Capital Management, LLC 710.1K 14.1%
Bank of New York Mellon Corp 161.4K 3.2%
PRINCIPAL FINANCIAL GROUP INC 106.8K 2.1%
DEPRINCE RACE & ZOLLO INC 87.9K 1.7%
Creative Planning 58.4K 1.2%
State of New Jersey Common Pension Fund D 35.9K 0.7%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 32.2K 0.6%
Inspire Investing, LLC 22.5K 0.4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 14.9K 0.3%
Thrivent Financial for Lutherans 14.2K 0.3%
Park Capital Management, LLC / WI 13.5K 0.3%
Illinois Municipal Retirement Fund 12.5K 0.2%
CenterBook Partners LP 11.4K 0.2%
ANCHYRA PARTNERS LLC 11.0K 0.2%
FIFTH THIRD BANCORP 10.6K 0.2%
Commonwealth Financial Services, LLC 10.2K 0.2%
SteelPeak Wealth, LLC 9.7K 0.2%
Louisiana State Employees Retirement System 9.5K 0.2%
Symmetry Partners, LLC 9.5K 0.2%
Linden Thomas Advisory Services, LLC 8.1K 0.2%
EVERGREEN CAPITAL MANAGEMENT LLC 7.9K 0.2%
Investors Research Corp 7.3K 0.1%
US BANCORP \DE\ 7.2K 0.1%

Largest changes

Manager Action Previous Current Change
DEPRINCE RACE & ZOLLO INC Reduced 183.1K 87.9K -95.2K
PZENA INVESTMENT MANAGEMENT LLC Reduced 2.1M 2.1M -39.1K
Tributary Capital Management, LLC Reduced 740.6K 710.1K -30.6K
Park Capital Management, LLC / WI New 0 13.5K +13.5K
DIMENSIONAL FUND ADVISORS LP Increased 1.5M 1.5M +11.6K
CenterBook Partners LP New 0 11.4K +11.4K
ANCHYRA PARTNERS LLC New 0 11.0K +11.0K
Commonwealth Financial Services, LLC New 0 10.2K +10.2K
SteelPeak Wealth, LLC New 0 9.7K +9.7K
Symmetry Partners, LLC New 0 9.5K +9.5K
Creative Planning Increased 49.3K 58.4K +9.1K
NEW YORK STATE TEACHERS RETIREMENT SYSTEM Increased 23.7K 32.2K +8.5K
CITIGROUP INC Reduced 11.5K 3.0K -8.5K
Hofer & Associates. Inc Sold Out 8.3K 0 -8.3K
MACKENZIE FINANCIAL CORP Sold Out 6.9K 0 -6.9K
PRINCIPAL FINANCIAL GROUP INC Reduced 113.3K 106.8K -6.5K
State of New Jersey Common Pension Fund D Reduced 41.3K 35.9K -5.4K
NISA INVESTMENT ADVISORS, LLC Increased 1.8K 6.9K +5.1K
State of Wyoming Increased 2.5K 6.8K +4.3K
Bank of New York Mellon Corp Reduced 165.4K 161.4K -4.0K
US BANCORP \DE\ Reduced 9.9K 7.2K -2.7K
State of Alaska, Department of Revenue Reduced 7.7K 5.4K -2.4K
Fortitude Family Office, LLC Increased 10 2.2K +2.2K
STRS OHIO Increased 4.2K 6.0K +1.8K
Thrivent Financial for Lutherans Reduced 15.4K 14.2K -1.2K
GAMMA Investing LLC Increased 4.6K 5.4K +811
Louisiana State Employees Retirement System Reduced 10.3K 9.5K -800
EverSource Wealth Advisors, LLC Increased 935 1.7K +729
Illinois Municipal Retirement Fund Increased 11.8K 12.5K +723
Heritage Family Offices, LLP New 0 701 +701
Inspire Investing, LLC Increased 21.8K 22.5K +675
Farther Finance Advisors, LLC Increased 1.1K 1.7K +583
FIFTH THIRD BANCORP Reduced 11.1K 10.6K -516
OREGON PUBLIC EMPLOYEES RETIREMENT FUND Reduced 5.3K 5.0K -300
EVERGREEN CAPITAL MANAGEMENT LLC Increased 7.7K 7.9K +249
Cassaday & Co Wealth Management LLC New 0 225 +225
Parallel Advisors, LLC Increased 645 842 +197
PROATHLETE WEALTH MANAGEMENT LLC New 0 181 +181
SJS Investment Consulting Inc. Increased 258 437 +179
CX Institutional Sold Out 161 0 -161
Caitong International Asset Management Co., Ltd Reduced 432 277 -155
MATHER GROUP, LLC. New 0 135 +135
Root Financial Partners, LLC New 0 104 +104
PENSION & WEALTH MANAGEMENT ADVISORS, INC. New 0 50 +50
Provenance Wealth Advisors, LLC New 0 37 +37
PRIVATE TRUST CO NA Reduced 835 802 -33
Parkside Financial Bank & Trust Increased 50 80 +30
Clark Wealth Partners New 0 28 +28
Stone House Investment Management, LLC Sold Out 24 0 -24
Pinnacle Wealth Planning Services, Inc. Increased 111 135 +24
Physician Wealth Advisors, Inc. Increased 18 40 +22
Covestor Ltd Reduced 358 338 -20
Sterling Capital Management LLC Reduced 465 449 -16
Ascentis Wealth Management, LLC New 0 16 +16
VALLEY NATIONAL ADVISERS INC New 0 13 +13
Linden Thomas Advisory Services, LLC Reduced 8.2K 8.1K -10
FARMERS & MERCHANTS INVESTMENTS INC Increased 15 24 +9
Plante Moran Financial Advisors, LLC Sold Out 7 0 -7
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Increased 14.9K 14.9K +4
Essential Partners LLC Increased 290 294 +4

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.