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 ($12.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $10.96. Options: 5 managers hold calls ($1.5m notional), 3 hold puts ($53.6k).
Trends to Q4 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 207 |
| Q4 2022 | 211 |
| Q1 2023 | 211 |
| Q2 2023 | 197 |
| Q3 2023 | 202 |
| Q4 2023 | 223 |
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 |
| Q3 2023 | 93 | 71 |
| Q4 2023 | 117 | 87 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $961.3k | $162.1k | 0.17 |
| Q2 2023 | $807.0k | $45.8k | 0.06 |
| Q3 2023 | $145.9k | $40.9k | 0.28 |
| Q4 2023 | $1.5m | $53.6k | 0.04 |
Biggest buyers
| MORGAN STANLEY | Added | +2.4m |
| PAULSON & CO. INC. | Added | +1.7m |
| JPMORGAN CHASE & CO | Added | +1.2m |
| MILLENNIUM MANAGEMENT LLC | Added | +999.5k |
| BlackRock Inc. | Added | +880.3k |
| FMR LLC | Added | +843.3k |
| CITADEL ADVISORS LLC | Added | +790.5k |
| Bank of New York Mellon Corp | Added | +762.4k |
| Nuveen Asset Management, LLC | Added | +606.3k |
| DIMENSIONAL FUND ADVISORS LP | Added | +570.9k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Sold out | -2.4m |
| Portolan Capital Management, LLC | Sold out | -972.3k |
| NORGES BANK | Reduced | -925.5k |
| FIRST TRUST ADVISORS LP | Sold out | -609.1k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | Reduced | -607.9k |
| River Road Asset Management, LLC | Reduced | -553.6k |
| VANGUARD GROUP INC | Reduced | -528.6k |
| FEDERATED HERMES, INC. | Reduced | -465.5k |
| FJ Capital Management LLC | Sold out | -278.8k |
| Penn Capital Management Company, LLC | Reduced | -191.4k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $842.8k76.9k shares |
| CITADEL ADVISORS LLC | Added | $340.9k31.1k shares |
| JANE STREET GROUP, LLC | New | $247.7k22.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $24.0k2.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SIMPLEX TRADING, LLC | Added | $35.0k3.2k shares |
| CITADEL ADVISORS LLC | Reduced | $18.6k1.7k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 19.8m $216.7m | Reduced -528.6k |
| BlackRock Inc. 0.00% of their portfolio | 10.6m $115.9m | Added +880.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 6.2m $68.2m | Added +570.9k |
| FMR LLC 0.00% of their portfolio | 4.5m $49.3m | Added +843.3k |
| Empyrean Capital Partners, LP 2.90% of their portfolio | 4.4m $47.8m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 4.1m $45.3m | Added +2.4m |
| River Road Asset Management, LLC 0.53% of their portfolio | 3.5m $38.2m | Reduced -553.6k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT 1.59% of their portfolio | 3.2m $34.7m | Reduced -607.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.1m $34.4m | Added +115.5k |
| STATE STREET CORP 0.00% of their portfolio | 3.1m $34.0m | Added +57.0k |
| PAULSON & CO. INC. 2.97% of their portfolio | 3.0m $32.9m | Added +1.7m |
| Bank of New York Mellon Corp 0.00% of their portfolio | 2.2m $23.6m | Added +762.4k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 2.1m $23.3m | Added +449.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.0m $21.6m | Added +81.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.9m $21.2m | Added +1.2m |
| Leeward Investments, LLC - MA 0.97% of their portfolio | 1.9m $20.7m | Reduced -15.2k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.5m $17.0m | Added +999.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.5m $16.8m | Added +57.0k |
| Penn Capital Management Company, LLC 1.39% of their portfolio | 1.4m $15.1m | Reduced -191.4k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.31% of their portfolio | 1.3m $14.4m | Added +54.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 1.1m $12.4m | Added +25.6k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 1.0m $11.1m | Added +606.3k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 831.5k $9.1m | Added +790.5k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.27% of their portfolio | 827.9k $9.1m | Reduced -13.4k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 824.5k $9.0m | Reduced -99.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 740.0k $8.1m | Reduced -158.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 729.3k $8.0m | Added +454.0k |
| Foundry Partners, LLC 0.47% of their portfolio | 717.5k $7.9m | Added +52.9k |
| Empowered Funds, LLC 0.17% of their portfolio | 606.8k $6.7m | Added +54.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 563.5k $6.2m | Added +65.9k |
| DENALI ADVISORS LLC 1.70% of their portfolio | 506.5k $5.6m | Added +23.1k |
| HGI Capital Management, LLC 6.20% of their portfolio | 497.6k $5.5m | Added +158.0k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 491.4k $5.4m | Reduced -104.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 448.1k $4.9m | Added +32.2k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 415.8k $4.6m | Reduced -46.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 412.2k $4.5m | New |
| Invesco Ltd. 0.00% of their portfolio | 410.7k $4.5m | Added +11.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 402.7k $4.4m | Added +15.7k |
| CM Management, LLC 3.52% of their portfolio | 400.0k $4.4m | Added +50.0k |
| Global IMC LLC 0.90% of their portfolio | 341.1k $3.7m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 325.1k $3.6m | New |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 305.5k $3.3m | New |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 302.6k $3.3m | Unchanged |
| Robertson Stephens Wealth Management, LLC 0.20% of their portfolio | 286.5k $3.1m | Added +404 |
| Swiss National Bank 0.00% of their portfolio | 285.3k $3.1m | Reduced -34.7k |
| Trexquant Investment LP 0.07% of their portfolio | 281.6k $3.1m | Added +166.8k |
| Alberta Investment Management Corp 0.03% of their portfolio | 278.7k $3.1m | Added +104.1k |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 256.2k $2.8m | Added +242.1k |
| Boston Partners 0.00% of their portfolio | 255.5k $2.8m | Reduced -16.6k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 254.0k $2.8m | Reduced -465.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 237.2k $2.6m | Added +16.9k |
| BARCLAYS PLC 0.00% of their portfolio | 232.4k $2.5m | Added +182.0k |
| UBS Group AG 0.00% of their portfolio | 232.1k $2.5m | Added +83.0k |
| HRT FINANCIAL LP 0.02% of their portfolio | 210.4k $2.3m | Added +123.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 204.5k $2.2m | Reduced -8.0k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 194.9k $2.1m | Added +27.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 192.7k $2.1m | Added +150.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 172.0k $1.9m | Added +2.4k |
| Edge Wealth Management LLC 0.39% of their portfolio | 164.1k $1.8m | Added +9 |
| Quinn Opportunity Partners LLC 0.20% of their portfolio | 161.3k $1.8m | Added +10.0k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 156.6k $1.7m | Reduced -23.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 151.6k $1.7m | Reduced -7.4k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 147.2k $1.6m | Reduced -565 |
| Legal & General Group Plc 0.00% of their portfolio | 145.4k $1.6m | Added +14.2k |
| Tranquility Partners, LLC 0.63% of their portfolio | 136.5k $1.5m | Reduced -17.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 136.0k $1.5m | Added +85.4k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.19% of their portfolio | 125.7k $1.4m | New |
| RBF Capital, LLC 0.08% of their portfolio | 115.0k $1.3m | Added +85.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 106.5k $1.2m | Reduced -94 |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 103.3k $1.1m | New |
| Jump Financial, LLC 0.04% of their portfolio | 99.1k $1.1m | Added +84.4k |
| NORGES BANK 0.00% of their portfolio | 93.3k $1.0m | Reduced -925.5k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 89.4k $921.9k | Reduced -10.5k |
| Orion Portfolio Solutions, LLC 0.01% of their portfolio | 89.4k $921.9k | Reduced -10.5k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 88.9k $974.0k | New |
| Dynamic Technology Lab Private Ltd 0.10% of their portfolio | 87.9k $964.0k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 86.4k $947.0k | Added +34.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 84.9k $930.8k | Reduced -11.9k |
| PDT Partners, LLC 0.10% of their portfolio | 79.3k $869.5k | New |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 78.5k $860.8k | New |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 74.8k $819.5k | Unchanged |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 74.6k $818.1k | Added +54.4k |
| COMERICA BANK 0.00% of their portfolio | 73.0k $799.7k | Reduced -15.6k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 71.6k $784.9k | Unchanged |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 70.4k $771.5k | Reduced -117 |
| DARK FOREST CAPITAL MANAGEMENT LP 0.11% of their portfolio | 69.0k $755.7k | Reduced -123.2k |
| BAILARD, INC. 0.02% of their portfolio | 68.9k $755.2k | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 68.3k $748.3k | Reduced -276 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 68.3k $743.0k | Added +8.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 67.8k $742.8k | Added +2.0k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 66.6k $730.1k | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 63.5k $695.7k | Reduced -5 |
| AlphaQuest LLC 0.15% of their portfolio | 63.3k $693.8k | First filing |
| CITIGROUP INC 0.00% of their portfolio | 63.0k $690.6k | Added +49.2k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 57.9k $634.1k | Reduced -869 |
| Access Investment Management LLC 0.24% of their portfolio | 57.6k $631.3k | First filing |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 55.9k $613.2k | Reduced -3.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 55.5k $608.5k | Reduced -875 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 53.3k $584.3k | Reduced -720 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 52.3k $573.0k | Added +18.1k |