Institutional Ownership Marcus & Millichap, Inc. (MMI)
This table provides information about the institutional ownership of Marcus & Millichap, Inc. (MMI). We have compiled data on the 175 institutions that hold shares in the stock, with a total of 22.9 Million shares, which have been reported (via 13F filing form) to have a value of $720 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
80
shares
|
$2,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
49
shares
|
$1,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
42
shares
|
$1,320
0.0% of portfolio
|
Q1 2025
Added 180.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
40
shares
|
$1,257
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
40
shares
|
$1,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
39
shares
|
$1,225
0.0% of portfolio
|
Q2 2025
Reduced 48.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
35
shares
|
$1,100
0.0% of portfolio
|
Q1 2025
Added 169.23%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
25
shares
|
$785
0.0% of portfolio
|
Q1 2025
Reduced 70.59%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
22
shares
|
$691
0.0% of portfolio
|
Q1 2025
Added 214.29%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
20
shares
|
$628
0.0% of portfolio
|
Q1 2025
Reduced 74.68%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
19
shares
|
$597
0.0% of portfolio
|
Q4 2022
Added 18.75%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
16
shares
|
$502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
13
shares
|
$408
0.0% of portfolio
|
Q1 2025
Reduced 85.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13
shares
|
$408
0.0% of portfolio
|
Q2 2025
Reduced 48.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$345
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4
shares
|
$125
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
3
shares
|
$94
0.0% of portfolio
|
Q2 2024
Reduced 82.35%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
2
shares
|
$62
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1
shares
|
$31
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1
shares
|
$31
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1
shares
|
$31
0.0% of portfolio
|
Q2 2025
Reduced 87.5%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|