Millerknoll Inc (MLKN) 13F Ownership Report (Q2 2026)

MLKN ranks #2578 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

MLKN is a top-conviction position for Forager Capital Management, LLC — at 12.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in MLKN belongs to BlackRock, Inc., but the position matters far more to Forager Capital Management, LLC, who has 12.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Arrowstreet Capital, Limited Partnership has added to its MLKN position for two straight quarters, increasing it by $10.5M to reach $26.8M today.

Vulcan Value Partners, LLC has trimmed its MLKN position for two straight quarters, cutting it by $8.5M while still holding $17.1M.

MLKN is up 1.6% today, and institutions have been net buyers of $75.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

MLKN posted net income of $91.5M over the trailing twelve months.

• Profitable — net income of $91.5M over the trailing twelve months
• Revenue grew 6.8% year over year
• Net income improved year over year, from $30.1M to $91.5M
• Generated $199.9M in positive operating cash flow
• Current ratio of 1.58x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.93x equity — within a conventional range