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Marcus & Millichap Inc (MMI)

CUSIP: 566324109 | NYSE | Real Estate · Real Estate Services | Small Cap | 692 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.3,360,9508.9%New 5%+ stakeSep 30, 20263,618,887 sh (Jun 30, 2026)
13GSchroder Investment Management Group
with Schroder Investment Management (Europe) S.A., Schroder Investment Management Limited, Schroder Investment Management North America Inc.
2,285,4066.0%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ABlackRock, Inc.3,360,950
8.9% of class · Sep 30, 2026New 5%+ stake
3,618,887 sh (Jun 30, 2026)
13GSchroder Investment Management Group2,285,406
6.0% of class · Jun 30, 2026New 5%+ stake
with Schroder Investment Management (Europe) S.A., Schroder Investment Management Limited, Schroder Investment Management North America Inc.
No 13F filer matched

Institutional Holders — Q3 2026

Pzena Investment Management LLC2,101,884
0.2% of portfolio›$59.8M
Dimensional Fund Advisors LP1,500,790
0.0% of portfolio›$42.7M
Tributary Capital Management, LLC710,051
1.8% of portfolio›$20.2M
Bank of New York Mellon Corp161,352
0.0% of portfolio›$4.6M
Principal Financial Group Inc106,753
0.0% of portfolio›$3.0M
Deprince Race & Zollo Inc87,940
0.0% of portfolio›$2.5M
Creative Planning58,393
0.0% of portfolio›$1.7M
State of New Jersey Common Pension Fund D35,868
0.0% of portfolio›$1.0M
New York State Teachers Retirement System32,238
0.0% of portfolio›$917
Barclays PLC31,892
0.0% of portfolio›$907.3K
Inspire Investing, LLC22,455
0.0% of portfolio›$638.8K
Savant Capital, LLC18,289
0.0% of portfolio›$520.3K
Wealth Enhancement Advisory Services, LLC14,905
0.0% of portfolio›$428.7K
Thrivent Financial for Lutherans14,206
0.0% of portfolio›$404
Park Capital Management, LLC / WI13,531
0.2% of portfolio›$385.0K
Illinois Municipal Retirement Fund12,535
0.0% of portfolio›$356.6K
CenterBook Partners LP11,385
0.0% of portfolio›$323.9K
Anchyra Partners LLC11,007
0.1% of portfolio›$313.1K
Fifth Third Bancorp10,605
0.0% of portfolio›$301.7K
Commonwealth Financial Services, LLC10,189
0.1% of portfolio›$289.9K
SteelPeak Wealth, LLC9,656
0.0% of portfolio›$275.0K
Louisiana State Employees Retirement System9,500
0.0% of portfolio›$270.3K
Symmetry Partners, LLC9,457
0.0% of portfolio›$269.1K
Linden Thomas Advisory Services, LLC8,146
0.0% of portfolio›$231.8K
Evergreen Capital Management LLC7,918
0.0% of portfolio›$227.2K
Investors Research Corp7,275
0.0% of portfolio›$207.0K
US Bancorp \de\7,192
0.0% of portfolio›$204.6K
Nisa Investment Advisors, LLC6,898
0.0% of portfolio›$198.0K
State of Wyoming6,801
0.0% of portfolio›$193.5K
Strs Ohio6,000
0.0% of portfolio›$170.7K
Gamma Investing LLC5,445
0.0% of portfolio›$154.9K
State of Alaska, Department of Revenue5,361
0.0% of portfolio›$151
Oregon Public Employees Retirement Fund5,032
0.0% of portfolio›$143.2K
PNC Financial Services Group, Inc.3,660
0.0% of portfolio›$104.1K
Citigroup Inc3,009
0.0% of portfolio›$85.6K
Fortitude Family Office, LLC2,200
0.0% of portfolio›$62.6K
Farther Finance Advisors, LLC1,728
0.0% of portfolio›$49.2K
EverSource Wealth Advisors, LLC1,664
0.0% of portfolio›$47.3K
Versant Capital Management, Inc1,512
0.0% of portfolio›$43.0K
Parallel Advisors, LLC842
0.0% of portfolio›$24.0K
Private Trust Co NA802
0.0% of portfolio›$22.8K
Compass Financial Management LLC802
0.0% of portfolio›$22.8K
Heritage Family Offices, LLP701
0.0% of portfolio›$19.9K
IFP Advisors, Inc693
0.0% of portfolio›$19.7K
Sterling Capital Management LLC449
0.0% of portfolio›$12.8K
SJS Investment Consulting Inc.437
0.0% of portfolio›$12.4K
Covestor Ltd338
0.0% of portfolio›$9
Essential Partners LLC294
0.0% of portfolio›$8.4K
Caitong International Asset Management Co., Ltd277
0.0% of portfolio›$7.9K
Salomon & Ludwin, LLC268
0.0% of portfolio›$7.6K
Cassaday & Co Wealth Management LLC225
0.0% of portfolio›$6.4K
Proathlete Wealth Management LLC181
0.0% of portfolio›$5.1K
Larson Financial Group LLC157
0.0% of portfolio›$4.5K
Pinnacle Wealth Planning Services, Inc.135
0.0% of portfolio›$3.8K
Mather Group, Llc.135
0.0% of portfolio›$3.8K
Signaturefd, LLC115
0.0% of portfolio›$3.3K
Root Financial Partners, LLC104
0.0% of portfolio›$3.0K
Parkside Financial Bank & Trust80
0.0% of portfolio›$2.3K
True Wealth Design, LLC77
0.0% of portfolio›$2.2K
Pension & Wealth Management Advisors, Inc.50
0.0% of portfolio›$1.4K
Physician Wealth Advisors, Inc.40
0.0% of portfolio›$1.1K
Bare Financial Services, Inc39
0.0% of portfolio›$1.1K
Provenance Wealth Advisors, LLC37
0.0% of portfolio›$1.1K
Cedar Mountain Advisors, LLC30
0.0% of portfolio›$854
Clark Wealth Partners28
0.0% of portfolio›$804
Clearstead Advisors, LLC27
0.0% of portfolio›$769
Farmers & Merchants Investments Inc24
0.0% of portfolio›$683
Bell Investment Advisors, Inc20
0.0% of portfolio›$569
CoreCap Advisors, LLC20
0.0% of portfolio›$569
Ascentis Wealth Management, LLC16
0.0% of portfolio›$455
MassMutual Private Wealth & Trust, FSB15
0.0% of portfolio›$427
UMB Private Wealth Management, LLC13
0.0% of portfolio›$370
Gilpin Wealth Management, LLC13
0.0% of portfolio›$370
Valley National Advisers Inc13
0.0% of portfolio›$370
Financial Consulate, Inc2
0.0% of portfolio›$57
Hughes Financial Services, LLC1
0.0% of portfolio›$28
Davis Capital Management1
0.0% of portfolio›$28
StyleTurnoverLocationFiled
Pzena Investment Management LLC
2,101,884$59.8M0.2%Deep ValueMediumNew York, NY2026-10-30
Dimensional Fund Advisors LP
1,500,790$42.7M0.0%IndexLowAustin, TX2026-11-04
Tributary Capital Management, LLC
710,051$20.2M1.8%ValueMediumOmaha, NE2026-10-28
Bank of New York Mellon Corp
161,352$4.6M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
106,753$3.0M0.0%CoreLowDes Moines, IA2026-11-02
Deprince Race & Zollo Inc
87,940$2.5M0.0%Deep ValueHighWinter Park, FL2026-10-13
Creative Planning
58,393$1.7M0.0%IndexVery LowOverland Park, KS2026-11-02
State of New Jersey Common Pension Fund D
35,868$1.0M0.0%CoreLowTrenton, NJ2026-11-05
New York State Teachers Retirement System
32,238$9170.0%CoreVery LowAlbany, NY2026-10-22
Barclays PLC
31,892$907.3K0.0%CoreMediumLondon, United Kingdom2026-11-06
Inspire Investing, LLC
22,455$638.8K0.0%GARPHighMeridian, ID2026-10-22
Savant Capital, LLC
18,289$520.3K0.0%IndexVery LowRockford, IL2026-11-06
Wealth Enhancement Advisory Services, LLC
14,905$428.7K0.0%CoreLowPlymouth, MN2026-10-13
Thrivent Financial for Lutherans
14,206$4040.0%GARPMediumMinneapolis, MN2026-11-05
Park Capital Management, LLC / WI
13,531$385.0K0.2%GrowthHighMadison, WI2026-10-13
Illinois Municipal Retirement Fund
12,535$356.6K0.0%CoreMediumOak Brook, IL2026-11-05
CenterBook Partners LP
11,385$323.9K0.0%ValueVery HighGreenwich, CT2026-11-02
Anchyra Partners LLC
11,007$313.1K0.1%CoreLowAtlanta, GA2026-10-13
Fifth Third Bancorp
10,605$301.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Commonwealth Financial Services, LLC
10,189$289.9K0.1%ETFMediumVienna, WV2026-10-20
SteelPeak Wealth, LLC
9,656$275.0K0.0%GrowthHighWoodland Hills, CA2026-10-16
Louisiana State Employees Retirement System
9,500$270.3K0.0%IndexLowBaton Rouge, LA2026-10-20
Symmetry Partners, LLC
9,457$269.1K0.0%ETFLowGlastonbury, CT2026-10-27
Linden Thomas Advisory Services, LLC
8,146$231.8K0.0%CoreLowCharlotte, NC2026-10-19
Evergreen Capital Management LLC
7,918$227.2K0.0%GARPMediumBellevue, WA2026-10-23
Investors Research Corp
7,275$207.0K0.0%ETFLowAtlanta, GA2026-10-07
US Bancorp \de\
7,192$204.6K0.0%IndexLowMinneapolis, MN2026-11-05
Nisa Investment Advisors, LLC
6,898$198.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
State of Wyoming
6,801$193.5K0.0%ValueHighCheyenne, WY2026-10-28
Strs Ohio
6,000$170.7K0.0%CoreMediumColumbus, OH2026-10-30
Gamma Investing LLC
5,445$154.9K0.0%IndexVery LowFoster City, CA2026-10-08
State of Alaska, Department of Revenue
5,361$1510.0%CoreVery LowJuneau, AK2026-10-15
Oregon Public Employees Retirement Fund
5,032$143.2K0.0%IndexVery LowTigard, OR2026-10-30
PNC Financial Services Group, Inc.
3,660$104.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Citigroup Inc
3,009$85.6K0.0%CoreMediumNew York, NY2026-11-04
Fortitude Family Office, LLC
2,200$62.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
1,728$49.2K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
1,664$47.3K0.0%CoreMediumBirmingham, AL2026-11-04
Versant Capital Management, Inc
1,512$43.0K0.0%GARPLowPhoenix, AZ2026-10-02
Parallel Advisors, LLC
842$24.0K0.0%IndexLowSan Francisco, CA2026-11-03
Private Trust Co NA
802$22.8K0.0%CoreLowCleveland, OH2026-10-20
Compass Financial Management LLC
802$22.8K0.0%CoreN/ATampa, FL2026-10-30
Heritage Family Offices, LLP
701$19.9K0.0%GrowthHighScottsdale, AZ2026-11-02
IFP Advisors, Inc
693$19.7K0.0%GrowthLowTampa, FL2026-10-16
Sterling Capital Management LLC
449$12.8K0.0%GARPMediumCharlotte, NC2026-10-22
SJS Investment Consulting Inc.
437$12.4K0.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
338$90.0%ValueHighLondon, United Kingdom2026-10-30
Essential Partners LLC
294$8.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Caitong International Asset Management Co., Ltd
277$7.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Salomon & Ludwin, LLC
268$7.6K0.0%ETFVery LowRichmond, VA2026-10-29
Cassaday & Co Wealth Management LLC
225$6.4K0.0%ETFVery LowMclean, VA2026-10-27
Proathlete Wealth Management LLC
181$5.1K0.0%ETFVery LowBoca Raton, FL2026-10-15
Larson Financial Group LLC
157$4.5K0.0%GrowthLowSt Louis, MO2026-11-05
Pinnacle Wealth Planning Services, Inc.
135$3.8K0.0%GARPLowMansfield, OH2026-10-27
Mather Group, Llc.
135$3.8K0.0%ETFMediumChicago, IL2026-10-14
Signaturefd, LLC
115$3.3K0.0%IndexLowAtlanta, GA2026-10-23
Root Financial Partners, LLC
104$3.0K0.0%ETFMediumEncinitas, CA2026-10-21
Parkside Financial Bank & Trust
80$2.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
77$2.2K0.0%ETFMediumAkron, OH2026-10-13
Pension & Wealth Management Advisors, Inc.
50$1.4K0.0%ETFLowWaltham, MA2026-10-16
Physician Wealth Advisors, Inc.
40$1.1K0.0%ETFMediumMidvale, UT2026-10-20
Bare Financial Services, Inc
39$1.1K0.0%ETFVery LowGap, PA2026-11-04
Provenance Wealth Advisors, LLC
37$1.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Cedar Mountain Advisors, LLC
30$8540.0%ETFVery LowLake Oswego, OR2026-10-15
Clark Wealth Partners
28$8040.0%ETFVery LowO'Fallon, IL2026-10-19
Clearstead Advisors, LLC
27$7690.0%ETFLowCleveland, OH2026-11-06
Farmers & Merchants Investments Inc
24$6830.0%CoreVery LowLincoln, NE2026-10-22
Bell Investment Advisors, Inc
20$5690.0%ETFVery LowOrinda, CA2026-10-29
CoreCap Advisors, LLC
20$5690.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Wealth Management, LLC
16$4550.0%Agg GrowthLowDallas, TX2026-11-03
MassMutual Private Wealth & Trust, FSB
15$4270.0%CoreLowSpringfield, MA2026-10-05
UMB Private Wealth Management, LLC
13$3700.0%GrowthN/AKansas City, MO2026-10-19
Gilpin Wealth Management, LLC
13$3700.0%GrowthLowDenver, CO2026-10-09
Valley National Advisers Inc
13$3700.0%ETFLowBethlehem, PA2026-10-23
Financial Consulate, Inc
2$570.0%ETFLowHunt Valley, MD2026-10-23
Hughes Financial Services, LLC
1$280.0%ETFLowHerndon, VA2026-10-30
Davis Capital Management
1$280.0%CoreLowJacksonville, FL2026-10-08