Marcus & Millichap, Inc.
MMI- Exchange
- NYSE
- Industry
- Real Estate Agents & Managers (For Others)
- SEC CIK
- 0001578732
No open-market purchases or sales by Marcus & Millichap, Inc. insiders were filed in the last 90 days; 190 institutions reported holding it in 13F filings for Q2 2026, worth $722.4M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Marcus & Millichap, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 147
- −4 vs. Q2 2023
- Shares held
- 23.6M
- +237.3K (+1.0%) vs. Q2 2023
- Total value
- $694.1M
- −$42.2M (−5.7%) vs. Q2 2023
- New holders
- 16
- 45 more added
- Sold out
- 20
- 56 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MMI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 190 | $722.4M |
| Q1 2026 | 173 | $597.4M |
| Q4 2025 | 192 | $596.1M |
| Q3 2025 | 175 | $670.1M |
| Q2 2025 | 170 | $709.2M |
| Q1 2025 | 171 | $790.8M |
| Q4 2024 | 166 | $873.5M |
| Q3 2024 | 166 | $906.7M |
| Q2 2024 | 156 | $725.8M |
| Q1 2024 | 160 | $781.2M |
| Q4 2023 | 151 | $1.05B |
| Q3 2023 | 147 | $694.1M |
| Q2 2023 | 151 | $736.3M |
| Q1 2023 | 159 | $752.6M |
| Q4 2022 | 178 | $822.6M |
| Q3 2022 | 184 | $802.2M |
| Q2 2022 | 190 | $901.7M |
| Q1 2022 | 183 | $1.24B |
| Q4 2021 | 167 | $1.20B |
| Q3 2021 | 153 | $953.8M |
| Q2 2021 | 143 | $916.4M |
| Q1 2021 | 152 | $771.6M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Marcus & Millichap, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 8,256 | $242.2K | 0.00% | +8,256 | New |
| Teachers Retirement System of the State of Kentucky | 8,165 | $239.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 7,575 | $222.3K | 0.06% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 7,466 | $219.0K | 0.00% | +7,466 | New |
| Hofer & Associates. Inc | 7,461 | $218.9K | 0.22% | 00.0% | Unchanged |
| Arizona State Retirement System | 7,122 | $209.0K | 0.00% | −27−0.4% | Reduced |
| Oregon Public Employees Retirement Fund | 7,094 | $208.1K | 0.00% | −500−6.6% | Reduced |
| Everence Capital Management Inc | 6,930 | $203.0K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 6,913 | $202.8K | 0.01% | +6,913 | New |
| Advisor Group Holdings, Inc. | 6,391 | $187.6K | 0.00% | +1,689+35.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,377 | $157.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 5,300 | $155.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,309 | $127.0K | 0.00% | +1,466+51.6% | Added |
| Federated Hermes, Inc. | 3,036 | $89.1K | 0.00% | −42,577−93.3% | Reduced |
| Quantbot Technologies LP | 2,544 | $74.6K | 0.01% | +2,544 | New |
| Ameritas Investment Partners, Inc. | 2,400 | $70.4K | 0.00% | +438+22.3% | Added |
| First Horizon Advisors, Inc. | 1,423 | $41.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,362 | $40.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,242 | $36.4K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,142 | $34.0K | 0.00% | −751−39.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,020 | $29.9K | 0.00% | +10+1.0% | Added |
| Public Employees Retirement System of Ohio | 533 | $16.0K | 0.00% | +40+8.1% | Added |
| Quadrant Capital Group LLC | 528 | $15.5K | 0.00% | −43−7.5% | Reduced |
| Tower Research Capital LLC (TRC) | 429 | $12.6K | 0.00% | −2,354−84.6% | Reduced |
| Signaturefd, LLC | 293 | $8.60K | 0.00% | +36+14.0% | Added |
| Creative Planning | 215 | $6.31K | 0.00% | +215 | New |
| Private Trust Co NA | 195 | $5.72K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 189 | $5.54K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 173 | $5.08K | 0.00% | +7+4.2% | Added |
| Farther Finance Advisors, LLC | 128 | $3.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 124 | $3.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 77 | $2.26K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 67 | $1.97K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 57 | $1.67K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $1.29K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 38 | $1.12K | 0.00% | +3+8.6% | Added |
| Bessemer Group Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 27 | $792 | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 19 | $557 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $470 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $118 | 0.00% | +1+33.3% | Added |
| SJS Investment Consulting Inc. | 4 | $118 | 0.00% | +1+33.3% | Added |
| AdvisorNet Financial, Inc | 2 | $59 | 0.00% | +1+100.0% | Added |
| Covestor Ltd | 15 | $0 | 0.00% | −223−93.7% | Reduced |
| Steward Financial Group LLC | 11 | $0 | 0.00% | +11 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Clark Estates Inc | 0 | $0 | 0.00% | −75,500−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −32,723−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −30,815−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −26,600−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,083−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −12,856−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,265−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −11,396−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −9,719−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −9,692−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,721−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −6,379−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −4,776−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |