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Oppenheimer Asset Management’s Marcus & Millichap MMI Stock Holding History

Oppenheimer Asset Management’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
2025
Q4 		– Sell
-21,896
Closed -$643K – 1160
2025
Q3 		$643K Buy
21,896
+10,936
+100% +$344K 0.01% 851
2025
Q2 		$337K Buy
10,960
+1,140
+12% +$34.6K ﹤0.01% 961
2025
Q1 		$338K Buy
9,820
+134
+1% +$4.93K ﹤0.01% 942
2024
Q4 		$371K Buy
9,686
+1,035
+12% +$40.6K ﹤0.01% 939
2024
Q3 		$343K Buy
8,651
+530
+7% +$20K ﹤0.01% 961
2024
Q2 		$256K Buy
+8,121
New +$263K ﹤0.01% 1023
2024
Q1 		– Sell
-5,722
Closed -$250K – 1144
2023
Q4 		$250K Buy
+5,722
New +$190K ﹤0.01% 1039
2022
Q4 		– Sell
-6,397
Closed -$210K – 1164
2022
Q3 		$210K Buy
6,397
+170
+3% +$6.43K ﹤0.01% 1041
2022
Q2 		$230K Sell
6,227
-219
-3% -$9.52K ﹤0.01% 1034
2022
Q1 		$340K Buy
6,446
+5
+0.1% +$240 ﹤0.01% 1004
2021
Q4 		$331K Buy
6,441
+1,094
+20% +$51K ﹤0.01% 1054
2021
Q3 		$217K Sell
5,347
-96
-2% -$3.73K ﹤0.01% 1126
2021
Q2 		$212K Buy
+5,443
New +$204K ﹤0.01% 1139
2020
Q2 		– Sell
-526
Closed -$14K – 1287
2020
Q1 		$14K Buy
+526
New +$17.7K ﹤0.01% 1409

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Oppenheimer Asset Management's MMI Position: Q4 2025 in Review

Oppenheimer Asset Management sold out of Marcus & Millichap (MMI) in Q4 2025, closing a stake of 21,896 shares — an estimated $643K sold.

Oppenheimer Asset Management first reported a position in MMI in Q1 2020 and held it in 14 quarters. The position peaked at $643K in Q3 2025. 192 funds tracked by Wall St. Rank hold MMI as of Q4 2025.

  • Oppenheimer Asset Management reported no remaining Marcus & Millichap position as of Q4 2025 after selling out during the quarter.
  • Oppenheimer Asset Management sold 21,896 Marcus & Millichap shares in Q4 2025, an estimated $643K.
  • Oppenheimer Asset Management first reported a position in Marcus & Millichap in Q1 2020 and held it in 14 quarters.
  • Oppenheimer Asset Management's Marcus & Millichap position peaked at $643K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2025.

Based on Oppenheimer Asset Management's 13F filing for Q4 2025, filed 2 Feb 2026.