DaveManuel.com · Institutional Ownership · Who Owns It
NEWMARK GROUP INC (NMRK)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
319
Reporting holders
$1.8B
Reported value
0.1%
Calls
0.2%
Puts
+8
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $223.1M | 14,763,477 | 0.01% | 2q | +6.7%+$14.0M |
| BlackRock, Inc. | $193.7M | 12,818,674 | 0.00% | 8q | +5.0%+$9.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $99.0M | 6,550,206 | 0.00% | 2q | +4.2%+$4.0M |
| DIMENSIONAL FUND ADVISORS LP | $84.0M | 5,562,148 | 0.02% | 31q | +4.1%+$3.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $68.5M | 4,533,571 | 0.00% | 31q | +5.9%+$3.8M |
| Empyrean Capital Partners, LP | $65.9M | 4,360,150 | 2.18% | 26q | HELD |
| STATE STREET CORP | $63.1M | 4,172,870 | 0.00% | 31q | +7.7%+$4.5M |
| WESTWOOD HOLDINGS GROUP INC | $49.0M | 3,242,481 | 0.37% | 4q | -4.4%-$2.3M |
| Nuveen, LLC | $37.1M | 2,457,750 | 0.01% | 6q | +2.3%+$852.5K |
| AMERIPRISE FINANCIAL INC | $35.0M | 2,318,268 | 0.01% | 11q | +7.9%+$2.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $33.0M | 2,184,340 | 0.05% | 3q | -1.2%-$393.0K |
| MORGAN STANLEY | $29.5M | 1,954,295 | 0.00% | 35q | +11.2%+$3.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $28.9M | 1,911,261 | 0.00% | 31q | -0.9%-$266.8K |
| JPMORGAN CHASE & CO | $28.3M | 1,850,648 | 0.00% | 31q | +53.6%+$9.9M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $27.3M | 1,806,396 | 0.54% | 31q | +6.7%+$1.7M |
| Leeward Investments, LLC - MA | $25.9M | 1,712,871 | 1.18% | 18q | -2.1%-$568.7K |
| Invesco Ltd. | $25.5M | 1,684,924 | 0.00% | 30q | +6.9%+$1.6M |
| NORTHERN TRUST CORP | $24.3M | 1,611,372 | 0.00% | 31q | +9.7%+$2.2M |
| FEDERATED HERMES, INC. | $21.2M | 1,402,859 | 0.03% | 31q | +57.8%+$7.8M |
| Penn Capital Management Company, LLC | $21.1M | 1,395,935 | 1.34% | 12q | +20.9%+$3.7M |
| ALGERT GLOBAL LLC | $19.1M | 1,261,065 | 0.23% | 3q | +20.2%+$3.2M |
| PANAGORA ASSET MANAGEMENT INC | $18.6M | 1,228,260 | 0.06% | 31q | +321.3%+$14.2M |
| RAYMOND JAMES FINANCIAL INC | $18.3M | 1,213,012 | 0.00% | 7q | +5.7%+$981.2K |
| Bank of New York Mellon Corp | $18.2M | 1,207,771 | 0.00% | 31q | +3.0%+$524.5K |
| Balyasny Asset Management L.P. | $16.7M | 1,108,206 | 0.02% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $15.5M | 1,027,532 | 0.00% | 2q | +1.7%+$266.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.5M incl. $577.2K options CALL+PUT | 985,293 | 0.00% | 31q | +30.2%+$3.6M |
| FMR LLC | $15.1M | 996,834 | 0.00% | 31q | +8.7%+$1.2M |
| NEW YORK STATE COMMON RETIREMENT FUND | $13.8M | 912,513 | 0.02% | 31q | +23.4%+$2.6M |
| GOLDMAN SACHS GROUP INC | $12.9M | 855,349 | 0.00% | 31q | +3.9%+$483.4K |
| MILLENNIUM MANAGEMENT LLC | $11.9M | 785,294 | 0.00% | 18q | +454.6%+$9.7M |
| Russell Investments Group, Ltd. | $11.2M | 744,487 | 0.01% | 31q | +17.3%+$1.7M |
| SEI INVESTMENTS CO | $10.8M | 716,846 | 0.01% | 31q | -11.9%-$1.5M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $10.8M | 712,803 | 0.02% | 5q | -17.6%-$2.3M |
| WELLS FARGO & COMPANY/MN | $10.7M | 705,880 | 0.00% | 31q | +9.5%+$924.7K |
| Qube Research & Technologies Ltd | $9.7M | 642,622 | 0.01% | 14q | -56.3%-$12.5M |
| Clark Capital Management Group, Inc. | $9.1M | 601,624 | 0.05% | 9q | +8.8%+$733.6K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9.0M | 598,680 | 0.00% | 11q | +1681.6%+$8.5M |
| Assenagon Asset Management S.A. | $8.8M | 584,352 | 0.01% | new | NEW |
| Alyeska Investment Group, L.P. | $8.7M | 573,623 | 0.02% | new | NEW |
| Jain Global LLC | $8.4M | 557,283 | 0.03% | 3q | +3341.7%+$8.2M |
| UBS Group AG | $8.4M | 556,624 | 0.00% | 31q | -32.3%-$4.0M |
| TWO SIGMA INVESTMENTS, LP | $8.3M | 548,312 | 0.01% | 7q | +21.6%+$1.5M |
| Hillsdale Investment Management Inc. | $8.0M | 529,940 | 0.18% | 8q | +2.0%+$158.7K |
| PRUDENTIAL FINANCIAL INC | $7.6M | 502,524 | 0.01% | 31q | -42.1%-$5.5M |
| WELLINGTON MANAGEMENT GROUP LLP | $7.2M | 479,281 | 0.00% | 5q | -63.6%-$12.7M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $6.8M | 447,275 | 0.03% | 5q | -42.5%-$5.0M |
| MARSHALL WACE, LLP | $6.7M | 442,876 | 0.01% | 3q | +162.4%+$4.1M |
| FRANKLIN RESOURCES INC | $6.3M | 418,243 | 0.00% | 13q | -2.9%-$186.6K |
| HRT FINANCIAL LP | $6.2M | 412,745 | 0.01% | 3q | -15.1%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $6.2M | 409,175 | 0.00% | 31q | -24.7%-$2.0M |
| NORGES BANK | $6.2M | 408,000 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $6.2M incl. $631.6K options PUT | 365,668 | 0.00% | 22q | -44.4%-$4.9M |
| CSM Advisors, LLC | $6.1M | 402,235 | 0.13% | 5q | +23.7%+$1.2M |
| Allianz Asset Management GmbH | $5.8M | 385,489 | 0.00% | 9q | +236.6%+$4.1M |
| STATE OF WISCONSIN INVESTMENT BOARD | $5.8M | 382,055 | 0.01% | 21q | +16.8%+$829.8K |
| FIRST TRUST ADVISORS LP | $5.7M | 378,576 | 0.00% | 9q | +321.4%+$4.4M |
| Jefferies Financial Group Inc. | $5.5M | 362,991 | 0.04% | 6q | +8.7%+$438.8K |
| Squarepoint Ops LLC | $5.3M | 351,713 | 0.01% | 3q | -26.5%-$1.9M |
| AMERICAN CENTURY COMPANIES INC | $5.3M | 351,329 | 0.00% | 14q | -59.4%-$7.8M |
| Jump Financial, LLC | $4.9M | 325,500 | 0.04% | new | NEW |
| Swiss National Bank | $4.7M | 311,007 | 0.00% | 31q | +3.8%+$170.7K |
| AQR CAPITAL MANAGEMENT LLC | $4.7M | 309,114 | 0.00% | 22q | +76.0%+$2.0M |
| Trexquant Investment LP | $3.9M | 259,862 | 0.02% | 6q | -56.4%-$5.1M |
| Vision Capital Corp | $3.9M | 258,632 | 1.26% | 4q | -1.3%-$50.8K |
| SIRIOS CAPITAL MANAGEMENT L P | $3.8M | 253,699 | 0.47% | 2q | +16.3%+$536.5K |
| Schonfeld Strategic Advisors LLC | $3.7M | 244,491 | 0.01% | 6q | +141.5%+$2.2M |
| ZACKS INVESTMENT MANAGEMENT | $3.7M | 243,245 | 0.03% | 6q | +7.2%+$246.1K |
| Boston Partners | $3.6M | 237,322 | 0.00% | 31q | +23.3%+$678.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.5M | 234,552 | 0.00% | 31q | -3.3%-$121.2K |
| Robertson Stephens Wealth Management, LLC | $3.5M | 234,019 | 0.09% | 26q | -11.6%-$463.1K |
| Connor, Clark & Lunn Investment Management Ltd. | $3.4M | 224,799 | 0.01% | 2q | +704.3%+$3.0M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.4M | 222,138 | 0.00% | 31q | +21.4%+$592.8K |
| Creative Planning | $3.3M | 220,760 | 0.00% | 26q | +7.6%+$234.6K |
| Greenland Capital Management LP | $3.2M incl. $491.1K options CALL | 182,000 | 0.40% | 5q | +13.8%+$391.8K |
| D. E. Shaw & Co., Inc. | $3.2M | 213,673 | 0.00% | 25q | -70.8%-$7.8M |
| RHUMBLINE ADVISERS | $3.2M | 212,132 | 0.00% | 31q | +7.8%+$232.1K |
| Susquehanna Portfolio Strategies, LLC | $3.1M | 205,404 | 0.05% | 2q | +38.5%+$863.5K |
| CM Management, LLC | $3.0M | 200,000 | 1.92% | 23q | +5.3%+$151.1K |
| DARK FOREST CAPITAL MANAGEMENT LP | $3.0M | 197,358 | 0.19% | 7q | +95.3%+$1.5M |
| SEGALL BRYANT & HAMILL, LLC | $2.9M | 193,899 | 0.03% | 9q | -6.6%-$205.9K |
| State of New Jersey Common Pension Fund D | $2.7M | 179,373 | 0.01% | 6q | +111.0%+$1.4M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.7M | 176,310 | 0.00% | 31q | HELD |
| ALLIANCEBERNSTEIN L.P. | $2.6M | 174,727 | 0.00% | 31q | +3.5%+$87.5K |
| PDT Partners, LLC | $2.6M | 172,967 | 0.14% | 11q | -12.5%-$371.9K |
| DEUTSCHE BANK AG\ | $2.6M | 170,018 | 0.00% | 34q | -74.3%-$7.4M |
| Edge Wealth Management LLC | $2.5M | 167,563 | 0.43% | 31q | HELD |
| CANADA PENSION PLAN INVESTMENT BOARD | $2.4M | 160,800 | 0.00% | 4q | +1.6%+$39.3K |
| Summit Financial, LLC | $2.2M | 142,631 | 0.02% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $2.1M | 141,776 | 0.00% | 2q | HELD |
| Legal & General Group Plc | $2.1M | 140,552 | 0.00% | 31q | +16.0%+$292.2K |
| GLOBEFLEX CAPITAL L P | $2.1M | 135,726 | 0.26% | 3q | -0.5%-$10.8K |
| Quinn Opportunity Partners LLC | $2.0M | 135,280 | 0.09% | 23q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $2.0M | 134,114 | 0.00% | 28q | +9.9%+$182.7K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $2.0M | 132,397 | 0.11% | 4q | +46.0%+$630.1K |
| ExodusPoint Capital Management, LP | $2.0M | 130,535 | 0.01% | new | NEW |
| Tranquility Partners, LLC | $1.9M | 126,738 | 0.66% | 29q | HELD |
| Quantinno Capital Management LP | $1.9M | 124,818 | 0.00% | 6q | +20.5%+$320.8K |
| Orion Porfolio Solutions, LLC | $1.8M | 119,519 | 0.01% | 22q | HELD |
| CITADEL ADVISORS LLC | $1.7M CALL+PUT | options only | 0.00% | 31q | OPTIONS |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G | Vanguard Capital Management | 5.3% |
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 9.8% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-07 | 2026-08-06 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 64 | $38.9M | 3,171,897 | 5 | 16 | 14 | 0.0% |
| Q2 2026 | 319 | $1.8B | 117,329,203 | 48 | 132 | 71 | 0.2% |
| Q1 2026 | 311 | $1.7B | 113,117,326 | 50 | 105 | 88 | 0.2% |
| Q4 2025 | 301 | $2.0B | 117,632,535 | 43 | 103 | 84 | 0.0% |
| Q3 2025 | 289 | $2.1B | 114,900,463 | 43 | 97 | 90 | 0.0% |
| Q2 2025 | 288 | $1.3B | 106,618,922 | 36 | 100 | 97 | 0.0% |
| Q1 2025 | 297 | $1.3B | 105,503,568 | 51 | 104 | 70 | 0.0% |
| Q4 2024 | 274 | $1.4B | 106,661,662 | 39 | 91 | 70 | 0.1% |
| Q3 2024 | 255 | $1.6B | 101,774,431 | 52 | 81 | 61 | 0.1% |
| Q2 2024 | 236 | $1.0B | 100,109,962 | 33 | 92 | 59 | 0.0% |
| Q1 2024 | 235 | $1.2B | 108,175,971 | 33 | 71 | 73 | 0.2% |
| Q4 2023 | 222 | $1.1B | 103,921,188 | 42 | 71 | 52 | 0.1% |
| Q3 2023 | 201 | $619.0M | 96,238,261 | 23 | 60 | 48 | 0.0% |
| Q2 2023 | 196 | $590.1M | 94,614,831 | 22 | 53 | 66 | 0.1% |
| Q1 2023 | 211 | $707.9M | 99,742,365 | 35 | 74 | 52 | 0.2% |
| Q4 2022 | 211 | $747.9M | 93,739,939 | 33 | 54 | 72 | 0.1% |
| Q3 2022 | 197 | $1.0B | 124,618,081 | 25 | 44 | 77 | 0.9% |
| Q2 2022 | 203 | $1.3B | 129,336,919 | 27 | 58 | 70 | 0.9% |
| Q1 2022 | 222 | $2.0B | 121,463,157 | 41 | 70 | 61 | 1.2% |
| Q4 2021 | 213 | $2.8B | 149,374,989 | 37 | 57 | 58 | 1.2% |
| Q3 2021 | 197 | $2.2B | 149,301,705 | 27 | 60 | 66 | 0.7% |
| Q2 2021 | 190 | $1.8B | 153,435,559 | 21 | 57 | 68 | 0.3% |
| Q1 2021 | 192 | $1.4B | 143,158,233 | 28 | 53 | 62 | 1.0% |
| Q4 2020 | 189 | $1.1B | 146,467,163 | 30 | 61 | 60 | 1.5% |
| Q3 2020 | 190 | $607.5M | 139,723,028 | 28 | 38 | 78 | 0.7% |
| Q2 2020 | 199 | $722.6M | 148,309,053 | 28 | 62 | 72 | 0.3% |
| Q1 2020 | 224 | $925.6M | 217,007,261 | 33 | 60 | 80 | 0.2% |
| Q4 2019 | 235 | $2.2B | 161,203,094 | 39 | 75 | 70 | 1.0% |
| Q3 2019 | 216 | $1.4B | 151,537,773 | 36 | 67 | 63 | 0.6% |
| Q2 2019 | 211 | $1.4B | 152,818,361 | 38 | 61 | 70 | 0.6% |
| Q1 2019 | 218 | $1.4B | 169,275,016 | 43 | 70 | 72 | 0.6% |
| Q4 2018 | 226 | $1.5B | 190,485,770 | 13 | 4 | 0 | 0.1% |