NEWMARK GROUP INC NMRK
CL A · Common Stock · CUSIP 65158N102
Multinational real estate service firm
* 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 ($9.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $6.20. Options: 5 managers hold calls ($807.0k notional), 3 hold puts ($45.8k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 207 |
| Q4 2022 | 211 |
| Q1 2023 | 211 |
| Q2 2023 | 197 |
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 | 96 | 101 |
| Q1 2023 | 117 | 87 |
| Q2 2023 | 76 | 108 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $9.0m | $579.0k | 0.06 |
| Q4 2022 | $113.3k | $545.5k | 4.82 |
| Q1 2023 | $961.3k | $162.1k | 0.17 |
| Q2 2023 | $807.0k | $45.8k | 0.06 |
Biggest buyers
| Portolan Capital Management, LLC | Added | +635.2k |
| Balyasny Asset Management L.P. | Added | +516.4k |
| Empowered Funds, LLC | New | +506.6k |
| DIMENSIONAL FUND ADVISORS LP | Added | +439.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +299.7k |
| BlackRock Inc. | Added | +265.6k |
| River Road Asset Management, LLC | Added | +260.4k |
| Greenland Capital Management LP | Added | +252.5k |
| AMERICAN CENTURY COMPANIES INC | Added | +192.0k |
| NORTHERN TRUST CORP | Added | +160.4k |
Biggest sellers
| FMR LLC | Reduced | -5.8m |
| Ceredex Value Advisors LLC | Sold out | -1.2m |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | Reduced | -354.4k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -297.7k |
| KENNEDY CAPITAL MANAGEMENT LLC | Sold out | -252.9k |
| VANGUARD GROUP INC | Reduced | -211.2k |
| ExodusPoint Capital Management, LP | Sold out | -198.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -171.1k |
| Graham Capital Management, L.P. | Sold out | -144.8k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -134.7k |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $596.5k95.9k shares |
| CITADEL ADVISORS LLC | Reduced | $117.6k18.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $65.9k10.6k shares |
| SIMPLEX TRADING, LLC | Added | $27.0k4.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $44.8k7.2k shares |
| SIMPLEX TRADING, LLC | New | $1.0k200 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 |
|---|---|
CANTOR FITZGERALD, L. P.
13D · may seek influence
-0.1 pts · filed 2025-10-06
Stated purposeItem 4 is hereby amended and supplemented with the following: Completion of Howard W. Lutnick Divestiture In accordance with the transactions detailed below, Mr. Howard W. Lutnick, the U.S. Secretary of Commerce and the Company's former Executive Chairman and former Chairman of the Board of Directors of the Company, has completed his previously announced divestiture of his holdings in the Company in connection with his appointment as the U.S. Secretary of Commerce. Mr. Howard W. Lutnick no longer has any voting or dispositive power over any of the securities of the Company and the Reporting Persons understand that he will file Amendment No. 5B as his final amendment to the Original 13D to reflect his zero ownership. Acquisition of CFGM Voting Shares by Trusts Controlled by Mr. Brandon G… Full filing |
22.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
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 | 1 | $8.5m | 0 | — | — |
| Q2 2022 | 1 | $6.0m | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 20.5m $127.3m | Reduced -211.2k |
| BlackRock Inc. 0.00% of their portfolio | 9.8m $61.1m | Added +265.6k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 5.1m $31.8m | Added +439.7k |
| Empyrean Capital Partners, LP 1.41% of their portfolio | 4.4m $27.1m | Unchanged |
| River Road Asset Management, LLC 0.35% of their portfolio | 4.1m $25.4m | Added +260.4k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT 0.95% of their portfolio | 4.0m $25.0m | Reduced -354.4k |
| FMR LLC 0.00% of their portfolio | 3.7m $22.9m | Reduced -5.8m |
| STATE STREET CORP 0.00% of their portfolio | 3.0m $18.9m | Reduced -14.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.0m $18.4m | Reduced -27.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.08% of their portfolio | 2.4m $14.7m | Added +3.7k |
| MORGAN STANLEY 0.00% of their portfolio | 1.8m $11.5m | Reduced -58.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.7m $10.9m | Added +146.3k |
| Leeward Investments, LLC - MA 0.47% of their portfolio | 1.6m $10.1m | Reduced -43.4k |
| Balyasny Asset Management L.P. 0.03% of their portfolio | 1.6m $9.9m | Added +516.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $9.0m | Added +160.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.4m $8.7m | Added +10.3k |
| PAULSON & CO. INC. 0.78% of their portfolio | 1.3m $8.0m | Unchanged |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.3m $7.9m | Added +50.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.18% of their portfolio | 1.2m $7.5m | Added +74.5k |
| FEDERATED HERMES, INC. 0.02% of their portfolio | 1.2m $7.3m | Reduced -25.1k |
| NORGES BANK 0.00% of their portfolio | 1.1m $7.1m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.0m $6.2m | Reduced -69.5k |
| Portolan Capital Management, LLC 0.50% of their portfolio | 916.2k $5.7m | Added +635.2k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.17% of their portfolio | 856.8k $5.3m | Reduced -14.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 802.6k $5.0m | Added +22.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 601.9k $3.7m | Reduced -12.3k |
| Foundry Partners, LLC 0.22% of their portfolio | 573.0k $3.6m | Added +26.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 560.2k $3.5m | Added +24.1k |
| DENALI ADVISORS LLC 1.20% of their portfolio | 548.7k $3.4m | Added +47.3k |
| Empowered Funds, LLC 0.11% of their portfolio | 506.6k $3.2m | New |
| EA Series Trust 0.11% of their portfolio | 506.6k $3.2m | First filing |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 504.7k $3.1m | Reduced -103.6k |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 467.7k $2.9m | Added +64.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 419.0k $2.6m | Added +144.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 418.0k $2.6m | Reduced -81.7k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 414.0k $2.6m | Unchanged |
| COMERICA BANK 0.00% of their portfolio | 396.3k $11 | First filing |
| SEI INVESTMENTS CO 0.00% of their portfolio | 385.8k $2.4m | Added +12.1k |
| CM Management, LLC 2.12% of their portfolio | 350.0k $2.2m | Added +25.0k |
| Invesco Ltd. 0.00% of their portfolio | 341.3k $2.1m | Reduced -14.4k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 327.8k $2.0m | Added +192.0k |
| CLARK ESTATES INC/NY 0.34% of their portfolio | 325.0k $2.0m | Unchanged |
| Greenland Capital Management LP 0.28% of their portfolio | 317.5k $2.0m | Added +252.5k |
| Swiss National Bank 0.00% of their portfolio | 315.3k $2.0m | Reduced -9.6k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 302.6k $1.9m | Unchanged |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio | 299.7k $1.9m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 277.2k $1.7m | Added +103.1k |
| Boston Partners 0.00% of their portfolio | 272.1k $1.7m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 270.5k $1.7m | Added +47.1k |
| Robertson Stephens Wealth Management, LLC 0.12% of their portfolio | 265.3k $1.6m | Added +31.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 239.6k $1.5m | Reduced -31.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 230.1k $1.4m | Reduced -171.1k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 212.5k $1.3m | Reduced -454 |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 187.9k $1.2m | Added +63.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 172.2k $1.1m | Reduced -10.3k |
| Edge Wealth Management LLC 0.22% of their portfolio | 164.0k $1.0m | Added +12 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 159.5k $1.1m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 155.2k $1.5m | Reduced -88.3k |
| Quinn Opportunity Partners LLC 0.13% of their portfolio | 151.3k $941.0k | Reduced -12.1k |
| Legal & General Group Plc 0.00% of their portfolio | 132.7k $825.5k | Reduced -4.4k |
| Tranquility Partners, LLC 0.35% of their portfolio | 130.7k $813.2k | Reduced -1.2k |
| MARTINGALE ASSET MANAGEMENT L P 0.02% of their portfolio | 127.3k $792.0k | Reduced -36.4k |
| UBS Group AG 0.00% of their portfolio | 115.2k $716.4k | Added +38.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 108.1k $672.1k | Reduced -7.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 103.5k $644.0k | Added +5.5k |
| Jump Financial, LLC 0.02% of their portfolio | 102.4k $636.7k | Added +55.9k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 101.4k $630.5k | Added +13.0k |
| Orion Portfolio Solutions, LLC 0.01% of their portfolio | 101.4k $630.5k | Added +13.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio | 88.5k $550.3k | Reduced -6.6k |
| Engineers Gate Manager LP 0.02% of their portfolio | 87.3k $542.9k | Reduced -42.1k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 83.3k $518.2k | Reduced -297.7k |
| WINTRUST INVESTMENTS LLC 0.05% of their portfolio | 79.8k $496.0k | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 78.5k $488.3k | Reduced -76.2k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 74.8k $465.1k | Reduced -2.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 74.8k $465.1k | Reduced -13.5k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 71.6k $445.4k | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 70.5k $437.9k | Reduced -21 |
| CAXTON ASSOCIATES LP 0.06% of their portfolio | 69.3k $431.0k | New |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 66.6k $414.3k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 66.0k $410.6k | Added +22.9k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 64.8k $403.1k | Reduced -417 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 63.5k $394.9k | Reduced -47.6k |
| Squarepoint Ops LLC 0.00% of their portfolio | 63.4k $394.6k | Reduced -57.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 63.3k $394.0k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 60.3k $374.9k | Reduced -912 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 56.6k $352.3k | Reduced -1.3k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 55.6k $346.1k | Added +861 |
| AFFINITY INVESTMENT ADVISORS, LLC 0.20% of their portfolio | 54.8k $341.1k | Reduced -659 |
| Capital Impact Advisors, LLC 0.37% of their portfolio | 54.2k $337.1k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 54.0k $336.1k | Reduced -23.2k |
| INTREPID CAPITAL MANAGEMENT INC 0.12% of their portfolio | 53.2k $331.2k | Added +26.6k |
| Diametric Capital, LP 0.15% of their portfolio | 52.6k $327.4k | New |
| Asset Management One Co., Ltd. 0.00% of their portfolio | 52.2k $324.6k | Reduced -17.8k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 52.1k $324.0k | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 49.6k $308.7k | Added +8.2k |
| Engine Capital Management, LP 0.07% of their portfolio | 47.2k $294.0k | Added +15.4k |
| GREAT LAKES ADVISORS, LLC 0.00% of their portfolio | 45.1k $280.4k | Reduced -7.9k |
| CITIGROUP INC 0.00% of their portfolio | 45.0k $279.7k | Added +39.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 43.6k $271.1k | Reduced -7.2k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 43.5k $270.3k | Reduced -9.3k |