undamentalytics Newsletter

Millerknoll, Inc.: which funds bought and sold

Institutions that bought and sold Millerknoll shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 114 institutions that filed 13F reports for both quarters added to or opened positions in Millerknoll, and 109 cut or closed them. Together they sold a net 337K shares, −0.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 290K shares (−1.6%); index fund managers were net sellers of 243K shares (−0.9%). 33 opened a new position and 23 sold out entirely.

Bought, Q2 2026 114 institutions, 33 of them new holders Sold, Q2 2026 109 institutions, 23 of them sold out
Net change, all compared −337K shares (−0.5%)
Net change, active managers −290K shares (−1.6%), 20 bought, 19 sold

Buyers versus sellers

institutions compared, 258
Active managers and hedge funds 20 bought · 19 sold · −290K
Index fund managers 4 bought · 6 sold · −243K
Other institutions 90 bought · 84 sold · +196K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Pzena Investment Management LLC Active manager +1.0M +52.0% 3.0M $62M
Gendell Jeffrey L +801K New position 801K $16.4M
Renaissance Technologies LLC Hedge fund +508K +273.0% 694K $14.2M
D. E. Shaw & Co., Inc. Hedge fund +368K +1695.9% 389K $8M
Goldman Sachs Group Inc +309K +94.5% 635K $13M
Jupiter Asset Management Ltd Active manager +191K +75.8% 442K $9M
First Trust Advisors LP +184K +215.4% 270K $5.5M
Deprince Race & Zollo Inc Active manager +162K +6.5% 2.6M $54M
Wellington Management Group LLP Active manager +157K +12.8% 1.4M $28.4M
Millennium Management LLC Hedge fund +153K +137.9% 264K $5.4M
Invesco Ltd. +140K +7.7% 2.0M $40.1M
Landscape Capital Management, L.L.C. +109K New position 109K $2.2M
Vanguard Portfolio Management LLC Index funds +102K +2.0% 5.2M $106M
Forager Capital Management, LLC +90K +6.1% 1.6M $32M
Hotchkis & Wiley Capital Management LLC Active manager +84K +15.5% 628K $12.9M
Geode Capital Management, LLC Index funds +84K +4.9% 1.8M $36.8M
Northern Trust Corp Index funds +75K +10.6% 790K $16.2M
Exoduspoint Capital Management, LP Hedge fund +65K New position 65K $1.3M
Polymer Capital Management (US) LLC +64K New position 64K $1.3M
OP Asset Management Ltd +63K New position 63K $1.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −1.5M −42.5% 2.1M $42.8M
Disciplined Growth Investors Inc Active manager −499K Sold out 0 —
Vulcan Value Partners, LLC Active manager −486K −36.7% 838K $17.1M
SG Americas Securities, LLC −375K −68.3% 174K $3.6M
Jpmorgan Chase & Co −350K −73.4% 127K $2.7M
Morgan Stanley −319K −31.8% 684K $14M
Charles Schwab Investment Management Inc Index funds −282K −18.3% 1.3M $25.9M
Bank Of America Corp −274K −32.8% 562K $11.5M
Franklin Resources Inc Active manager −192K Sold out 0 —
Blackrock, Inc. Index funds −133K −1.3% 10.4M $213M
Fuller & Thaler Asset Management, Inc. −116K −3.9% 2.9M $58.5M
Trexquant Investment LP Hedge fund −112K Sold out 0 —
Sei Investments Co −109K −46.5% 125K $2.6M
Atom Investors LP −87K Sold out 0 —
Barclays PLC −80K −88.4% 10K $213,726
Two Sigma Investments, LP Hedge fund −79K −31.5% 172K $3.5M
Intech Investment Management LLC Active manager −75K −34.9% 141K $2.9M
Mackenzie Financial Corp −66K −29.0% 162K $3.3M
State Street Corp Index funds −60K −2.1% 2.8M $57.2M
BNP Paribas Financial Markets −44K −78.9% 12K $241,223

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Disciplined Growth Investors IncActive manager 499K $7.2M
Franklin Resources IncActive manager 192K $2.8M
Trexquant Investment LPHedge fund 112K $1.6M
Atom Investors LP 87K $1.3M
Edgestream Partners, L.P.Hedge fund 39K $561,337
HSBC Holdings PLC 32K $466,901
Maverick Capital LtdHedge fund 31K $444,067
Squarepoint Ops LLCHedge fund 30K $432,961
Handelsbanken Fonder AB 27K $396,000
Aquatic Capital Management LLC 27K $386,328

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
240
Ten largest holders
56.6%
of 13F-reported shares
Index fund managers
39.1%
of 13F-reported shares
Active managers and hedge funds
26.3%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 20 19 3 8 −290K −1.6%
Index fund managers 4 6 0 0 −243K −0.9%
Other institutions 90 84 30 15 +196K +0.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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