MILLERKNOLL INC MLKN
COM · Common Stock · CUSIP 600544100
Manufacturer of high-end office furniture
- SectorConsumer discretionary
- IndustryOffice Furniture
- HeadquartersZeeland, MI
- Founded1923
- Websitehermanmiller.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($816.2k this quarter). Holder counts are more reliable. Shares outstanding: 75.7m as of 2023-07-17, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $14.79. Options: 6 managers hold calls ($933.2k notional), 7 hold puts ($921.9k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 229 |
| Q4 2022 | 224 |
| Q1 2023 | 218 |
| Q2 2023 | 219 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 124 | 120 |
| Q1 2023 | 103 | 103 |
| Q2 2023 | 117 | 107 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $751.0k | $3.5m | 4.70 |
| Q4 2022 | $1.6m | $4.2m | 2.53 |
| Q1 2023 | $1.9m | $5.2m | 2.82 |
| Q2 2023 | $933.2k | $921.9k | 0.99 |
Biggest buyers
| D. E. Shaw & Co., Inc. | New | +609.8k |
| Scharf Investments, LLC | Added | +599.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +496.4k |
| Cubist Systematic Strategies, LLC | Added | +436.7k |
| DIMENSIONAL FUND ADVISORS LP | Added | +434.9k |
| LSV ASSET MANAGEMENT | New | +431.5k |
| MARSHALL WACE, LLP | Added | +388.6k |
| CITADEL ADVISORS LLC | Added | +368.3k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +264.2k |
| Balyasny Asset Management L.P. | Added | +257.8k |
Biggest sellers
| Beutel, Goodman & Co Ltd. | Reduced | -5.6m |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | Sold out | -1.6m |
| FMR LLC | Reduced | -1.1m |
| BROWN ADVISORY INC | Sold out | -901.9k |
| JPMORGAN CHASE & CO | Reduced | -762.2k |
| Poplar Forest Capital LLC | Sold out | -443.3k |
| Nantahala Capital Management, LLC | Reduced | -326.1k |
| BANK OF MONTREAL /CAN/ | Reduced | -237.3k |
| Brandywine Global Investment Management, LLC | Reduced | -225.9k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -169.4k |
Biggest calls
| Walleye Capital LLC | Added | $323.7k21.9k shares |
| Walleye Trading LLC | Added | $301.5k20.4k shares |
| CITADEL ADVISORS LLC | Reduced | $264.6k17.9k shares |
| GROUP ONE TRADING LLC | Added | $38.4k2.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.0k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $341.4k23.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $317.8k21.5k shares |
| Walleye Capital LLC | Reduced | $162.6k11.0k shares |
| Walleye Trading LLC | Reduced | $88.7k6.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $7.0k500 shares |
| GROUP ONE TRADING LLC | Reduced | $4.4k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-30 | 15.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: FMR LLC (3.1%, 2026-08-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), ALLIANCEBERNSTEIN L.P. (0.1%, 2026-02-17)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 1 | $262.2k | — |
| Q4 2022 | 1 | $1.0m | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 2 | $1.1m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-05-05 | Lyon Megan Chief Strategy Offcr | Bought | $100.0k6.4k shares |
| 2023-05-03 | VOLKEMA MICHAEL A Director | Bought | $999.9k60.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.00% of their portfolio | 12.1m $179.0m | Reduced -53.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 8.9m $131.9m | Reduced -16.6k |
| Scharf Investments, LLC 2.14% of their portfolio | 4.8m $71.5m | Added +599.0k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.39% of their portfolio | 4.7m $69.5m | Reduced -10.7k |
| STATE STREET CORP 0.00% of their portfolio | 2.9m $43.3m | Reduced -25.7k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.1m $30.4m | Added +434.9k |
| DEPRINCE RACE & ZOLLO INC 0.67% of their portfolio | 2.0m $29.2m | Added +97.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.6m $23.0m | Added +45.0k |
| Vulcan Value Partners, LLC 0.29% of their portfolio | 1.5m $22.8m | Added +27.6k |
| Invesco Ltd. 0.01% of their portfolio | 1.4m $21.0m | Added +25.2k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 1.2m $18.3m | Added +22.8k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.2m $17.9m | Reduced -39.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.2m $17.2m | Added +94.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 996.9k $14.7m | Added +254.7k |
| MORGAN STANLEY 0.00% of their portfolio | 969.5k $14.3m | Added +256.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 823.3k $12.2m | Reduced -14.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 794.1k $11.7m | Reduced -762.2k |
| Front Street Capital Management, Inc. 2.30% of their portfolio | 736.1k $10.9m | Added +71.1k |
| Forager Capital Management, LLC 3.60% of their portfolio | 730.3k $10.8m | Added +208.0k |
| NORGES BANK 0.00% of their portfolio | 662.1k $9.8m | Added +109.9k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 609.8k $9.0m | New |
| Nantahala Capital Management, LLC 1.09% of their portfolio | 607.9k $9.0m | Reduced -326.1k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 574.0k $8.5m | Added +102.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 548.7k $8.1m | Added +264.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 520.2k $7.7m | Added +368.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 512.4k $7.6m | Added +496.4k |
| Cubist Systematic Strategies, LLC 0.08% of their portfolio | 491.3k $7.3m | Added +436.7k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 460.3k $6.8m | Added +388.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 454.5k $6.7m | Reduced -2.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 453.5k $6.7m | Added +11.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 441.8k $6.5m | Reduced -14.5k |
| LSV ASSET MANAGEMENT 0.01% of their portfolio | 431.5k $6.4m | New |
| Douglas Lane & Associates, LLC 0.10% of their portfolio | 420.2k $6.2m | Added +159.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 376.5k $5.6m | Added +250.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 350.1k $5.2m | Added +672 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 320.8k $4.7m | Added +173.7k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 320.3k $4.7m | Added +257.8k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 315.3k $4.7m | Added +91.3k |
| DISCIPLINED GROWTH INVESTORS INC /MN 0.10% of their portfolio | 313.3k $4.6m | Added +804 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 270.3k $4.0m | Added +6.1k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 251.7k $3.7m | Added +134.5k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 249.2k $3.7m | Added +219.0k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 243.1k $3.6m | Reduced -48.4k |
| Brandywine Global Investment Management, LLC 0.03% of their portfolio | 241.1k $3.6m | Reduced -225.9k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 238.6k $3.5m | New |
| Advisors Asset Management, Inc. 0.07% of their portfolio | 226.1k $3.3m | Added +93.5k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 220.1k $3.3m | Added +200.3k |
| Legal & General Group Plc 0.00% of their portfolio | 214.5k $3.2m | Reduced -6.3k |
| TUDOR INVESTMENT CORP ET AL 0.05% of their portfolio | 189.0k $2.8m | Added +140.1k |
| Engineers Gate Manager LP 0.10% of their portfolio | 170.7k $2.5m | Added +159.4k |
| Swiss National Bank 0.00% of their portfolio | 164.7k $2.4m | Added +1.6k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 161.6k $2.4m | New |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 145.8k $2.2m | New |
| Jump Financial, LLC 0.08% of their portfolio | 141.2k $2.1m | Added +72.9k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 134.5k $2.0m | Reduced -20.1k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 134.2k $2.0m | Added +1.3k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 133.9k $2.0m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 130.4k $1.9m | Added +94.5k |
| Ancora Advisors LLC 0.05% of their portfolio | 121.3k $1.8m | Added +200 |
| HRT FINANCIAL LP 0.02% of their portfolio | 120.4k $1.8m | Added +47.7k |
| ALGERT GLOBAL LLC 0.07% of their portfolio | 113.7k $1.7m | Added +95.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 105.9k $1.6m | Reduced -400 |
| Graham Capital Management, L.P. 0.05% of their portfolio | 104.7k $1.5m | Added +20.6k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 102.1k $1.5m | Added +12.8k |
| GSA CAPITAL PARTNERS LLP 0.14% of their portfolio | 95.3k $1.4m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 91.8k $1.4m | Reduced -2.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 88.1k $1.3m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 87.9k $1.3m | Reduced -6.5k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio | 85.5k $1.3m | Added +5.5k |
| UBS Group AG 0.00% of their portfolio | 82.1k $1.2m | Added +34.4k |
| Bridge City Capital, LLC 0.57% of their portfolio | 81.0k $1.2m | Added +42 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 74.7k $1.5m | Unchanged |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 72.3k $1.1m | Reduced -2.6k |
| ISTHMUS PARTNERS, LLC 0.14% of their portfolio | 70.2k $1.0m | Added +4.0k |
| Cipher Capital LP 0.18% of their portfolio | 69.5k $1.0m | New |
| TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio | 66.3k $980.6k | Reduced -1.2k |
| CITIGROUP INC 0.00% of their portfolio | 66.0k $975.3k | Added +24.2k |
| Rodgers Brothers Inc. 0.17% of their portfolio | 64.8k $958.2k | Added +3.8k |
| Atlas Private Wealth Advisors 0.19% of their portfolio | 63.3k $936.2k | Added +31.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 59.2k $875.1k | Reduced -169.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 58.5k $865.2k | Reduced -8.5k |
| MGO ONE SEVEN LLC 0.07% of their portfolio | 54.3k $801.9k | Added +1.5k |
| Twin Lakes Capital Management, LLC 0.57% of their portfolio | 54.2k $800.4k | Reduced -34 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 54.0k $798.0k | Added +928 |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 53.4k $789.0k | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.08% of their portfolio | 51.1k $755.7k | Added +42.4k |
| Walleye Capital LLC 0.01% of their portfolio | 50.1k $741.0k | New |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 49.8k $735.0k | Reduced -2.0k |
| DUALITY ADVISERS, LP 0.09% of their portfolio | 46.0k $679.6k | Added +5.9k |
| WADE G W & INC 0.02% of their portfolio | 43.5k $642.0k | New |
| BARCLAYS PLC 0.00% of their portfolio | 42.8k $633.0k | Added +3.4k |
| Quantbot Technologies LP 0.04% of their portfolio | 42.6k $629.4k | Added +40.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 41.6k $614.6k | Added +26.4k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 40.8k $602.8k | Reduced -689 |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 40.4k $597.7k | Reduced -2.2k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 40.4k $597.4k | Unchanged |
| Louisiana State Employees Retirement System 0.01% of their portfolio | 39.7k $586.8k | Added +4.5k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 39.2k $579.4k | New |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 39.1k $577.5k | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 38.1k $563.0k | New |