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 ($6.9m this quarter). Holder counts are more reliable. Shares outstanding: 68.1m as of 2026-07-16, 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 ≈ $20.49. Options: 1 managers hold calls ($6.1k notional), 2 hold puts ($261.9k).
Trends to Q2 2026
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 |
| Q3 2025 | 216 |
| Q4 2025 | 225 |
| Q1 2026 | 231 |
| Q2 2026 | 242 |
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 2024 | 91 | 130 |
| Q4 2024 | 85 | 122 |
| Q1 2025 | 114 | 99 |
| Q2 2025 | 101 | 104 |
| Q3 2025 | 104 | 102 |
| Q4 2025 | 128 | 97 |
| Q1 2026 | 129 | 98 |
| Q2 2026 | 116 | 109 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $2.9m | $1.1m | 0.37 |
| Q4 2025 | $859.2k | $356.5k | 0.41 |
| Q1 2026 | $305.1k | $234.3k | 0.77 |
| Q2 2026 | $6.1k | $261.9k | 42.67 |
Biggest buyers
| PZENA INVESTMENT MANAGEMENT LLC | Added | +1.0m |
| GENDELL JEFFREY L | New | +801.4k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +508.2k |
| D. E. Shaw & Co., Inc. | Added | +367.7k |
| GOLDMAN SACHS GROUP INC | Added | +308.8k |
| JUPITER ASSET MANAGEMENT LTD | Added | +190.7k |
| FIRST TRUST ADVISORS LP | Added | +184.4k |
| DEPRINCE RACE & ZOLLO INC | Added | +161.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +157.4k |
| MILLENNIUM MANAGEMENT LLC | Added | +152.9k |
Biggest sellers
| FMR LLC | Reduced | -1.5m |
| DISCIPLINED GROWTH INVESTORS INC /MN | Sold out | -498.6k |
| Vulcan Value Partners, LLC | Reduced | -486.5k |
| SG Americas Securities, LLC | Reduced | -375.3k |
| JPMORGAN CHASE & CO | Reduced | -349.7k |
| MORGAN STANLEY | Reduced | -319.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -282.2k |
| BANK OF AMERICA CORP /DE/ | Reduced | -274.0k |
| FRANKLIN RESOURCES INC | Sold out | -191.7k |
| BlackRock, Inc. | Reduced | -132.8k |
Biggest calls
| SIMPLEX TRADING, LLC | Added | $6.1k300 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $259.8k12.7k shares |
| SIMPLEX TRADING, LLC | New | $2.0k100 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 since 1 Apr 2026
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.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 10.4m $213.1m | Reduced -132.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 5.2m $105.6m | Added +102.3k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.6m $73.2m | Reduced -33.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.1m $62.8m | Reduced -9.2k |
| PZENA INVESTMENT MANAGEMENT LLC 0.18% of their portfolio | 3.0m $62.0m | Added +1.0m |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.16% of their portfolio | 2.9m $58.5m | Reduced -116.3k |
| STATE STREET CORP 0.00% of their portfolio | 2.8m $57.2m | Reduced -60.0k |
| DEPRINCE RACE & ZOLLO INC 0.91% of their portfolio | 2.6m $54.0m | Added +161.5k |
| FMR LLC 0.00% of their portfolio | 2.1m $42.8m | Reduced -1.5m |
| Invesco Ltd. 0.00% of their portfolio | 2.0m $40.1m | Added +139.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.8m $36.8m | Added +83.7k |
| Forager Capital Management, LLC 12.02% of their portfolio | 1.6m $32.0m | Added +90.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.4m $28.4m | Added +157.4k |
| LSV ASSET MANAGEMENT 0.05% of their portfolio | 1.4m $27.8m | Reduced -38.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 1.3m $26.8m | Added +49.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.3m $25.9m | Reduced -282.2k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 901.5k $18.4m | Reduced -11.0k |
| Vulcan Value Partners, LLC 0.52% of their portfolio | 838.2k $17.1m | Reduced -486.5k |
| GENDELL JEFFREY L 0.15% of their portfolio | 801.4k $16.4m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 789.8k $16.2m | Added +75.4k |
| Front Street Capital Management, Inc. 1.67% of their portfolio | 716.8k $14.7m | Added +14.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 694.4k $14.2m | Added +508.2k |
| MORGAN STANLEY 0.00% of their portfolio | 684.4k $14.0m | Reduced -319.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 635.4k $13.0m | Added +308.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 628.4k $12.9m | Added +84.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 562.0k $11.5m | Reduced -274.0k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.16% of their portfolio | 455.7k $9.3m | Reduced -17.2k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 453.9k $9.3m | Added +8.3k |
| JUPITER ASSET MANAGEMENT LTD 0.04% of their portfolio | 442.3k $9.0m | Added +190.7k |
| Rodgers Brothers Inc. 0.87% of their portfolio | 436.2k $8.9m | Reduced -1.3k |
| Douglas Lane & Associates, LLC 0.12% of their portfolio | 427.1k $8.7m | Reduced -18.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 425.3k $8.6m | Added +21.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 416.4k $8.5m | Added +8.8k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 389.3k $8.0m | Added +367.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 344.6k $7.1m | Reduced -15.1k |
| Empowered Funds, LLC 0.04% of their portfolio | 335.8k $6.9m | Added +20.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 330.5k $6.8m | Reduced -1.3k |
| Nuveen, LLC 0.00% of their portfolio | 305.2k $6.2m | Reduced -27.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 292.1k $6.0m | Added +11.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 270.1k $5.5m | Added +184.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 263.8k $5.4m | Added +152.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.00% of their portfolio | 235.1k $4.8m | Added +5.8k |
| Public Sector Pension Investment Board 0.01% of their portfolio | 234.9k $4.8m | Reduced -9.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 233.4k $4.8m | Added +49.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 214.7k $4.4m | Reduced -2.2k |
| UBS Group AG 0.00% of their portfolio | 195.4k $4.0m | Added +18.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 188.0k $3.8m | Added +5.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 175.4k $3.6m | Reduced -27.6k |
| SG Americas Securities, LLC 0.00% of their portfolio | 173.9k $3.6m | Reduced -375.3k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 172.1k $3.5m | Reduced -79.1k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.07% of their portfolio | 170.6k $3.5m | Added +55.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 167.7k $3.4m | Added +2.2k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 167.1k $3.4m | Added +37.3k |
| Legal & General Group Plc 0.00% of their portfolio | 164.3k $3.4m | Reduced -345 |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 162.3k $3.3m | Reduced -66.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 148.8k $3.0m | Reduced -29.3k |
| INTECH INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 140.5k $2.9m | Reduced -75.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% of their portfolio | 138.3k $2.8m | Reduced -3.5k |
| Swiss National Bank 0.00% of their portfolio | 137.3k $2.8m | Added +2.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 126.6k $2.7m | Reduced -349.7k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 126.1k $2.6m | Added +10.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 125.4k $2.6m | Reduced -109.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 116.6k $2.4m | Added +2.4k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 111.7k $2.3m | Added +48.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 111.4k $2.3m | Added +14.9k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.14% of their portfolio | 108.8k $2.2m | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 107.8k $2.2m | Reduced -19.6k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.00% of their portfolio | 102.4k $2.1m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 92.1k $1.3m | Added +13.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 90.7k $1.9m | Added +4.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 81.6k $1.7m | Added +24.8k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 77.7k $1.6m | Reduced -43.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 77.0k $1.6m | Added +13.7k |
| XTX Topco Ltd 0.02% of their portfolio | 74.1k $1.5m | Added +4.2k |
| Ancora Advisors LLC 0.03% of their portfolio | 72.5k $1.5m | Reduced -2.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 71.2k $1.5m | Added +7.1k |
| Quantinno Capital Management LP 0.00% of their portfolio | 68.7k $1.4m | Added +12.8k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 64.9k $1.3m | New |
| Polymer Capital Management (US) LLC 0.19% of their portfolio | 63.9k $1.3m | New |
| Brevan Howard Capital Management LP 0.02% of their portfolio | 63.9k $1.3m | Added +35.8k |
| OP Asset Management Ltd 0.01% of their portfolio | 63.0k $1.3m | New |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 62.1k $1.3m | Added +15.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 60.9k $1.2m | Added +34.6k |
| Mork Capital Management, LLC 0.78% of their portfolio | 59.6k $1.2m | Unchanged |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 58.3k $1.2m | Unchanged |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 56.3k $1.2m | Unchanged |
| VARCOV Co. 0.41% of their portfolio | 53.1k $1.1m | New |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 46.8k $958.5k | Added +23.2k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 45.0k $921.6k | Added +23.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 42.4k $868.4k | Added +1.2k |
| Creative Planning 0.00% of their portfolio | 42.4k $867.6k | Added +8.6k |
| CITIGROUP INC 0.00% of their portfolio | 40.6k $831.0k | Added +7.6k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 40.3k $825.4k | Added +5.0k |
| RBF Capital, LLC 0.03% of their portfolio | 40.0k $818.4k | Unchanged |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 39.5k $807.6k | Added +2.9k |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 36.1k $738.1k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 35.0k $715.3k | Reduced -31.2k |
| SummerHaven Investment Management, LLC 0.38% of their portfolio | 34.3k $701.6k | Unchanged |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 33.0k $673.0k | Reduced -11.2k |
| HARBOR CAPITAL ADVISORS, INC. 0.05% of their portfolio | 33.0k $675.0k | Added +3.6k |