LPL Financial
MMI icon

LPL Financial’s Marcus & Millichap MMI Stock Holding History

LPL Financial’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$969K Buy
31,101
+818
+3% +$23.5K ﹤0.01% 4448
2026
Q1 		$805K Buy
30,283
+4,198
+16% +$110K ﹤0.01% 4363
2025
Q4 		$712K Sell
26,085
-118
-0.5% -$3.41K ﹤0.01% 4395
2025
Q3 		$769K Buy
26,203
+2,489
+10% +$78.2K ﹤0.01% 4258
2025
Q2 		$728K Buy
23,714
+4,636
+24% +$141K ﹤0.01% 4040
2025
Q1 		$657K Buy
19,078
+5,822
+44% +$214K ﹤0.01% 3913
2024
Q4 		$507K Buy
13,256
+1,999
+18% +$78.3K ﹤0.01% 4076
2024
Q3 		$446K Buy
11,257
+517
+5% +$19.5K ﹤0.01% 4093
2024
Q2 		$339K Buy
10,740
+457
+4% +$14.8K ﹤0.01% 4178
2024
Q1 		$351K Buy
10,283
+280
+3% +$10.3K ﹤0.01% 4078
2023
Q4 		$437K Buy
10,003
+1,090
+12% +$36.2K ﹤0.01% 3774
2023
Q3 		$262K Buy
8,913
+810
+10% +$27.1K ﹤0.01% 4037
2023
Q2 		$255K Buy
8,103
+361
+5% +$11.2K ﹤0.01% 3980
2023
Q1 		$249K Buy
7,742
+787
+11% +$27.3K ﹤0.01% 3884
2022
Q4 		$240K Buy
6,955
+694
+11% +$24.6K ﹤0.01% 3842
2022
Q3 		$205K Buy
6,261
+95
+2% +$3.59K ﹤0.01% 3911
2022
Q2 		$228K Sell
6,166
-1,659
-21% -$72.1K ﹤0.01% 3846
2022
Q1 		$412K Buy
7,825
+54
+0.7% +$2.59K ﹤0.01% 3341
2021
Q4 		$400K Buy
+7,771
New +$362K ﹤0.01% 3466

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial's MMI Position: Q2 2026 in Review

LPL Financial increased its Marcus & Millichap (MMI) stake by 2.7% in Q2 2026, buying an estimated $23.5K and bringing the position to 31,101 shares worth $969K. The position accounts for ﹤0.01% of the portfolio, ranked #4448.

LPL Financial first reported a position in MMI in Q4 2021 and has held it in 19 quarters since. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • LPL Financial held 31,101 shares of Marcus & Millichap worth $969K as of Q2 2026.
  • LPL Financial bought 818 Marcus & Millichap shares in Q2 2026, an estimated $23.5K.
  • Marcus & Millichap made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4448 holding.
  • LPL Financial first reported a position in Marcus & Millichap in Q4 2021 and has held it in 19 quarters since.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.