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 ($6.7m this quarter). Holder counts are more reliable. Shares outstanding: 67.8m as of 2025-07-18, 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 ≈ $19.43. Options: 4 managers hold calls ($1.0m notional), 5 hold puts ($2.2m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 229 |
| Q4 2022 | 224 |
| Q1 2023 | 218 |
| Q2 2023 | 219 |
| Q3 2023 | 235 |
| Q4 2023 | 246 |
| Q1 2024 | 236 |
| Q2 2024 | 243 |
| Q3 2024 | 230 |
| Q4 2024 | 217 |
| Q1 2025 | 215 |
| Q2 2025 | 210 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 115 | 109 |
| Q4 2023 | 110 | 127 |
| Q1 2024 | 95 | 136 |
| Q2 2024 | 103 | 124 |
| Q3 2024 | 91 | 130 |
| Q4 2024 | 85 | 122 |
| Q1 2025 | 114 | 99 |
| Q2 2025 | 101 | 104 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $1.0m | $680.6k | 0.65 |
| Q4 2024 | $471.4k | $1.5m | 3.26 |
| Q1 2025 | $1.6m | $2.0m | 1.21 |
| Q2 2025 | $1.0m | $2.2m | 2.18 |
Biggest buyers
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +928.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +358.9k |
| Rodgers Brothers Inc. | Added | +234.1k |
| RENAISSANCE TECHNOLOGIES LLC | New | +222.8k |
| DEPRINCE RACE & ZOLLO INC | Added | +215.5k |
| Trexquant Investment LP | New | +133.6k |
| STATE OF WISCONSIN INVESTMENT BOARD | New | +128.4k |
| Forager Capital Management, LLC | Added | +120.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +118.4k |
| BANK OF AMERICA CORP /DE/ | Added | +117.0k |
Biggest sellers
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Sold out | -633.0k |
| JANE STREET GROUP, LLC | Reduced | -235.0k |
| CITADEL ADVISORS LLC | Reduced | -224.3k |
| TWINBEECH CAPITAL LP | Sold out | -189.4k |
| Invenomic Capital Management LP | Sold out | -183.5k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -159.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Reduced | -151.0k |
| New Age Alpha Advisors, LLC | Sold out | -150.3k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -148.1k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -107.2k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $969.1k49.9k shares |
| GROUP ONE TRADING LLC | Reduced | $36.9k1.9k shares |
| SIMPLEX TRADING, LLC | New | $1.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $1.2m62.6k shares |
| CITADEL ADVISORS LLC | Reduced | $703.0k36.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $201.0k10.4k shares |
| GROUP ONE TRADING LLC | Reduced | $77.7k4.0k 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 2025
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 2023 | 4 | $419.8k | 0 | — | — |
| Q4 2023 | 0 | — | 1 | $275.8k | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 10.4m $201.7m | Reduced -6.2k |
| VANGUARD GROUP INC 0.00% of their portfolio | 7.9m $154.4m | Reduced -77.9k |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 4.8m $93.7m | Reduced -79.1k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.8m $72.9m | Reduced -107.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.23% of their portfolio | 3.3m $63.3m | Added +928.8k |
| FMR LLC 0.00% of their portfolio | 3.0m $57.6m | Reduced -27.5k |
| STATE STREET CORP 0.00% of their portfolio | 2.7m $53.8m | Reduced -28.2k |
| Invesco Ltd. 0.01% of their portfolio | 1.8m $34.9m | Reduced -106.5k |
| DEPRINCE RACE & ZOLLO INC 0.73% of their portfolio | 1.8m $34.9m | Added +215.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.7m $32.3m | Reduced -18.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.4m $27.7m | Added +82.1k |
| LSV ASSET MANAGEMENT 0.06% of their portfolio | 1.3m $25.9m | Added +50.7k |
| Forager Capital Management, LLC 12.36% of their portfolio | 1.3m $25.3m | Added +120.0k |
| Vulcan Value Partners, LLC 0.39% of their portfolio | 1.1m $22.0m | Reduced -3.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0m $20.2m | Added +117.0k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 958.4k $18.6m | Added +118.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 897.2k $17.4m | Added +4.3k |
| MORGAN STANLEY 0.00% of their portfolio | 822.6k $16.0m | Reduced -23.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 798.3k $15.5m | Added +358.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 735.8k $14.3m | Reduced -42.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 735.4k $14.3m | Reduced -6.0k |
| Front Street Capital Management, Inc. 2.42% of their portfolio | 649.4k $12.6m | Added +40.1k |
| DISCIPLINED GROWTH INVESTORS INC /MN 0.21% of their portfolio | 574.0k $11.1m | Added +2.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 544.0k $10.6m | Reduced -23.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.23% of their portfolio | 497.4k $9.7m | Reduced -159.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 480.2k $9.3m | Added +4.5k |
| Rodgers Brothers Inc. 0.96% of their portfolio | 392.2k $7.6m | Added +234.1k |
| Cambria Investment Management, L.P. 0.51% of their portfolio | 392.2k $7.6m | Reduced -65.3k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 382.4k $7.4m | Added +25.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 378.3k $7.3m | Reduced -31.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 335.9k $6.5m | Reduced -37.1k |
| Empowered Funds, LLC 0.07% of their portfolio | 330.4k $6.4m | Reduced -54.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 295.3k $5.7m | Added +46.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 270.0k $5.2m | Added +72.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 267.6k $5.2m | Reduced -28.7k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 231.0k $4.5m | Added +14.9k |
| Nuveen, LLC 0.00% of their portfolio | 227.7k $4.4m | Added +35.2k |
| Douglas Lane & Associates, LLC 0.06% of their portfolio | 224.3k $4.4m | Reduced -24.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 222.8k $4.3m | New |
| AXA S.A. 0.01% of their portfolio | 221.5k $4.3m | Unchanged |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 209.4k $4.1m | Added +65.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 208.1k $4.0m | Added +2.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 208.0k $4.0m | Reduced -3.9k |
| BARCLAYS PLC 0.00% of their portfolio | 199.3k $3.9m | Added +113.1k |
| Legal & General Group Plc 0.00% of their portfolio | 192.2k $3.7m | Added +678 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 186.7k $3.6m | Reduced -148.1k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 179.2k $3.5m | Reduced -235.0k |
| UBS Group AG 0.00% of their portfolio | 168.0k $3.3m | Added +5.9k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 152.9k $3.0m | Reduced -151.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 135.3k $2.6m | Reduced -40.3k |
| Trexquant Investment LP 0.03% of their portfolio | 133.6k $2.6m | New |
| Swiss National Bank 0.00% of their portfolio | 129.4k $2.5m | Reduced -2.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 128.4k $2.5m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 112.5k $2.2m | Reduced -40.0k |
| Ancora Advisors LLC 0.04% of their portfolio | 108.7k $2.1m | Added +167 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 105.7k $2.1m | Reduced -27.3k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.08% of their portfolio | 104.2k $2.0m | Reduced -44.9k |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 100.3k $1.9m | Reduced -30.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 98.7k $1.9m | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 94.0k $1.8m | Added +74.6k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 86.6k $1.7m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 77.1k $1.5m | Added +8.0k |
| CITIGROUP INC 0.00% of their portfolio | 76.5k $1.5m | Reduced -42.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 74.3k $1.4m | Added +16.6k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 70.7k $1.4m | Added +3.7k |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 69.3k $1.3m | Added +7.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 63.8k $1.2m | Reduced -864 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 60.7k $1.2m | Unchanged |
| RBF Capital, LLC 0.05% of their portfolio | 50.0k $971.0k | Added +10.0k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 49.8k $967.0k | Reduced -249 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 49.7k $964.6k | Reduced -7.0k |
| Twin Lakes Capital Management, LLC 0.55% of their portfolio | 46.3k $899.8k | Reduced -3.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 44.7k $868.3k | Added +2.6k |
| COMERICA BANK 0.00% of their portfolio | 44.1k $856.1k | Added +4.9k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 42.6k $828.1k | Added +4.6k |
| Dynamic Technology Lab Private Ltd 0.11% of their portfolio | 41.0k $795.0k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 40.7k $789.5k | Reduced -281 |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 40.3k $782.0k | Added +2.5k |
| NORGES BANK 0.00% of their portfolio | 39.5k $767.9k | Reduced -58.0k |
| Engineers Gate Manager LP 0.01% of their portfolio | 37.6k $729.8k | Reduced -28.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 37.1k $720.2k | Reduced -3.4k |
| XTX Topco Ltd 0.03% of their portfolio | 36.3k $705.4k | Added +5.5k |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 35.0k $680.5k | Reduced -3.0k |
| Quantinno Capital Management LP 0.00% of their portfolio | 34.8k $676.1k | Added +20.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 33.6k $653.2k | Reduced -587 |
| State of Wyoming 0.08% of their portfolio | 33.5k $649.8k | Added +18.3k |
| Ensign Peak Advisors, Inc 0.00% of their portfolio | 32.5k $630.8k | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 32.2k $625.8k | Unchanged |
| Louisiana State Employees Retirement System 0.01% of their portfolio | 31.7k $615.6k | Reduced -400 |
| GSA CAPITAL PARTNERS LLP 0.04% of their portfolio | 31.3k $607.0k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 30.2k $585.9k | Added +2.8k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 30.0k $583.0k | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 28.7k $553.5k | Added +18.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 27.7k $537.7k | Added +2.4k |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 26.9k $522.8k | Reduced -4.4k |
| Campbell & CO Investment Adviser LLC 0.03% of their portfolio | 25.9k $503.2k | Added +9.3k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 25.4k $492.9k | Reduced -182 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 24.6k $477.2k | Added +241 |
| HARBOR CAPITAL ADVISORS, INC. 0.02% of their portfolio | 24.2k $471.0k | Added +131 |
| Scharf Investments, LLC 0.01% of their portfolio | 24.2k $470.1k | Reduced -9.7k |