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 176 institutions that hold shares in the stock, with a total of 23 Million shares, which have been reported (via 13F filing form) to have a value of $741 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
81
shares
|
$2,607
0.0% of portfolio
|
Q2 2025
Added 636.36%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
81
shares
|
$2,607
0.0% of portfolio
|
Q2 2025
Added 523.08%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
80
shares
|
$2,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
59
shares
|
$1,899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
50
shares
|
$1,609
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
48
shares
|
$1,545
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
44
shares
|
$1,416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
42
shares
|
$1,351
0.0% of portfolio
|
Q2 2025
Added 78.57%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
40
shares
|
$1,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
40
shares
|
$1,287
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
39
shares
|
$1,255
0.0% of portfolio
|
Q2 2025
Reduced 48.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
25
shares
|
$804
0.0% of portfolio
|
Q1 2025
Reduced 70.59%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
21
shares
|
$675
0.0% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
20
shares
|
$643
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
19
shares
|
$611
0.0% of portfolio
|
Q4 2022
Added 18.75%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
15
shares
|
$482
0.0% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13
shares
|
$418
0.0% of portfolio
|
Q2 2025
Reduced 48.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
13
shares
|
$418
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11
shares
|
$354
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
7
shares
|
$225
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
5
shares
|
$160
0.0% of portfolio
|
Q2 2025
Reduced 77.27%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4
shares
|
$128
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
3
shares
|
$96
0.0% of portfolio
|
Q2 2024
Reduced 82.35%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q2 2025
Reduced 87.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|