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 ($18.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $11.09. Options: 5 managers hold calls ($2.0m notional), 3 hold puts ($74.6k).
Trends to Q1 2024
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 |
| Q1 2024 | 235 |
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 |
| Q1 2024 | 113 | 100 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $807.0k | $45.8k | 0.06 |
| Q3 2023 | $145.9k | $40.9k | 0.28 |
| Q4 2023 | $1.5m | $53.6k | 0.04 |
| Q1 2024 | $2.0m | $74.6k | 0.04 |
Biggest buyers
| MORGAN STANLEY | Added | +2.0m |
| GOLDMAN SACHS GROUP INC | Added | +1.3m |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.1m |
| Empowered Funds, LLC | Added | +712.4k |
| VANGUARD GROUP INC | Added | +702.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +671.5k |
| Phase 2 Partners, LLC | New | +378.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +338.6k |
| NORGES BANK | Added | +266.4k |
| Qube Research & Technologies Ltd | Added | +228.4k |
Biggest sellers
| D. E. Shaw & Co., Inc. | Reduced | -745.6k |
| Nuveen Asset Management, LLC | Reduced | -600.4k |
| BlackRock Inc. | Reduced | -576.2k |
| CITADEL ADVISORS LLC | Reduced | -523.1k |
| River Road Asset Management, LLC | Reduced | -516.8k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT | Reduced | -420.5k |
| FMR LLC | Reduced | -288.1k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -233.4k |
| SEI INVESTMENTS CO | Reduced | -181.0k |
| HRT FINANCIAL LP | Reduced | -176.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $1.6m141.2k shares |
| CITADEL ADVISORS LLC | Reduced | $315.0k28.4k shares |
| GROUP ONE TRADING LLC | Reduced | $90.9k8.2k shares |
| SIMPLEX TRADING, LLC | Added | $78.0k7.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $56.6k5.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $18.0k1.7k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q1 2024 | 0 | — | 1 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-01-02 | MERKEL STEPHEN M EVP and Chief Legal Officer | Sold | —35.0k 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 20.5m $227.1m | Added +702.2k |
| BlackRock Inc. 0.00% of their portfolio | 10.0m $110.9m | Reduced -576.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 6.2m $68.8m | Reduced -14.3k |
| MORGAN STANLEY 0.00% of their portfolio | 6.2m $68.2m | Added +2.0m |
| Empyrean Capital Partners, LP 2.77% of their portfolio | 4.4m $48.4m | Unchanged |
| FMR LLC 0.00% of their portfolio | 4.2m $46.7m | Reduced -288.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.2m $35.5m | Added +64.0k |
| STATE STREET CORP 0.00% of their portfolio | 3.1m $34.6m | Added +13.3k |
| PAULSON & CO. INC. 2.30% of their portfolio | 3.0m $33.3m | Unchanged |
| River Road Asset Management, LLC 0.44% of their portfolio | 3.0m $32.9m | Reduced -516.8k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT 1.53% of their portfolio | 2.7m $30.4m | Reduced -420.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 2.2m $24.4m | Added +49.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.0m $22.6m | Added +1.3m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.0m $22.4m | Added +89.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.0m $22.4m | Added +48.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.9m $20.9m | Reduced -233.4k |
| Leeward Investments, LLC - MA 0.89% of their portfolio | 1.8m $20.0m | Reduced -79.4k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.6m $18.0m | Added +71.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.5m $17.0m | Added +1.1m |
| Penn Capital Management Company, LLC 1.44% of their portfolio | 1.5m $16.2m | Added +80.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $16.0m | Reduced -83.6k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.31% of their portfolio | 1.4m $15.1m | Added +49.7k |
| Empowered Funds, LLC 0.13% of their portfolio | 1.3m $14.6m | Added +712.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 1.1m $12.4m | Reduced -16.9k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.26% of their portfolio | 830.4k $9.2m | Added +2.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 811.5k $9.0m | Added +82.2k |
| Foundry Partners, LLC 0.47% of their portfolio | 798.3k $8.9m | Added +80.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.04% of their portfolio | 713.6k $7.9m | Added +671.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 663.8k $7.4m | Added +338.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 613.4k $6.8m | Added +49.9k |
| DENALI ADVISORS LLC 1.53% of their portfolio | 469.7k $5.2m | Reduced -36.8k |
| Invesco Ltd. 0.00% of their portfolio | 457.7k $5.1m | Added +47.0k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 421.7k $4.7m | Reduced -69.7k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 415.3k $4.6m | Reduced -600.4k |
| HGI Capital Management, LLC 4.83% of their portfolio | 404.6k $4.5m | Reduced -93.0k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 403.6k $4.5m | Reduced -12.2k |
| CM Management, LLC 3.73% of their portfolio | 400.0k $4.4m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 382.0k $4.2m | Reduced -66.1k |
| Phase 2 Partners, LLC 2.19% of their portfolio | 378.0k $4.2m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 375.6k $4.2m | Added +228.4k |
| NORGES BANK 0.00% of their portfolio | 359.7k $4.0m | Added +266.4k |
| Global IMC LLC 0.87% of their portfolio | 341.1k $3.8m | Unchanged |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 324.5k $3.6m | Added +70.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 308.4k $3.4m | Reduced -523.1k |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 303.2k $3.4m | Added +600 |
| Robertson Stephens Wealth Management, LLC 0.18% of their portfolio | 291.3k $3.2m | Added +4.7k |
| Swiss National Bank 0.00% of their portfolio | 285.3k $3.2m | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 242.5k $2.7m | Added +5.3k |
| Cubist Systematic Strategies, LLC 0.03% of their portfolio | 236.3k $2.6m | Reduced -19.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 231.7k $2.6m | Added +39.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 223.0k $2.5m | Added +138.1k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 221.7k $2.5m | Reduced -181.0k |
| UBS Group AG 0.00% of their portfolio | 209.9k $2.3m | Reduced -22.2k |
| Greenland Capital Management LP 0.38% of their portfolio | 205.2k $2.3m | Added +165.2k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 201.8k $2.2m | Reduced -103.8k |
| Boston Partners 0.00% of their portfolio | 195.1k $2.2m | Reduced -60.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 193.4k $2.1m | Added +118.8k |
| Alberta Investment Management Corp 0.02% of their portfolio | 184.1k $2.0m | Reduced -94.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 183.0k $2.0m | Reduced -21.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 172.6k $1.9m | Added +143.1k |
| Edge Wealth Management LLC 0.38% of their portfolio | 164.1k $1.8m | Added +6 |
| Quinn Opportunity Partners LLC 0.20% of their portfolio | 161.3k $1.8m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 161.0k $1.8m | Reduced -11.0k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 156.6k $1.7m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 155.4k $1.7m | Added +19.4k |
| Trexquant Investment LP 0.03% of their portfolio | 149.9k $1.7m | Reduced -131.7k |
| Legal & General Group Plc 0.00% of their portfolio | 149.5k $1.7m | Added +4.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 143.6k $1.6m | Reduced -51.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 143.0k $1.6m | Reduced -8.5k |
| Engineers Gate Manager LP 0.04% of their portfolio | 138.3k $1.5m | Added +89.4k |
| Tranquility Partners, LLC 0.58% of their portfolio | 135.8k $1.5m | Reduced -704 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 135.2k $1.5m | Added +67.5k |
| BARCLAYS PLC 0.00% of their portfolio | 123.7k $1.4m | Reduced -108.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 120.0k $1.3m | New |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 111.5k $1.2m | Added +22.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 111.3k $1.2m | Added +4.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 108.1k $1.2m | Added +21.7k |
| RBF Capital, LLC 0.07% of their portfolio | 105.6k $1.2m | Reduced -9.4k |
| CITIGROUP INC 0.00% of their portfolio | 99.8k $1.1m | Added +36.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 99.4k $1.1m | Reduced -3.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 94.1k $1.0m | New |
| DARK FOREST CAPITAL MANAGEMENT LP 0.18% of their portfolio | 94.0k $1.0m | Added +25.1k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 92.8k $1.0m | Added +14.2k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 90.1k $999.3k | Added +73.9k |
| Orion Porfolio Solutions, LLC 0.01% of their portfolio | 83.5k $926.0k | Reduced -5.9k |
| Orion Portfolio Solutions, LLC 0.01% of their portfolio | 83.5k $926.0k | Reduced -5.9k |
| PDT Partners, LLC 0.08% of their portfolio | 79.4k $880.1k | Added +28 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 78.9k $875.4k | Reduced -745.6k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 77.4k $859.0k | Added +41.4k |
| Y-Intercept (Hong Kong) Ltd 0.06% of their portfolio | 77.2k $856.0k | New |
| ALGERT GLOBAL LLC 0.03% of their portfolio | 76.5k $848.5k | New |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 74.9k $830.9k | Added +151 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 71.5k $792.9k | Added +18.2k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 70.4k $779.2k | Reduced -2 |
| MetLife Investment Management, LLC 0.01% of their portfolio | 69.4k $769.3k | Reduced -2.2k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 66.9k $741.9k | Reduced -1.4k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 66.6k $430.3k | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 63.5k $704.0k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 62.7k $695.1k | New |
| BAILARD, INC. 0.02% of their portfolio | 62.6k $694.2k | Reduced -6.3k |