| 4 |
| DIMENSIONAL FUND ADVISORS LP |
| 693K |
| $35.4M |
| +0.5% |
| 6.078% |
| 0.01% |
| 5 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 519K | $26.5M | -0.4% | 4.551% | 0.08% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 488K | $25.0M | -1.7% | 4.283% | 0.00% |
| 7 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 461K | $23.6M | +3.3% | 4.046% | 0.47% |
| 8 | AMERICAN CENTURY COMPANIES INC | 309K | $15.8M | +314.2% | 2.716% | 0.01% |
| 9 | GOLDMAN SACHS GROUP INC | 305K | $15.6M | -2.8% | 2.676% | 0.00% |
| 10 | FIRST WILSHIRE SECURITIES MANAGEMENT INC | 296K | $15.1M | -1.0% | 2.597% | 3.12% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 289K | $14.8M | +5.0% | 2.532% | 0.00% |
| 12 | STATE STREET CORP | 251K | $12.9M | +8.7% | 2.205% | 0.00% |
| 13 | MORGAN STANLEY | 209K | $10.7M | +11.2% | 1.834% | 0.00% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 180K | $9.2M | -10.0% | 1.581% | 0.00% |
| 15 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 153K | $7.8M | +38.6% | 1.343% | 0.39% |
| 16 | HEARTLAND ADVISORS INC | 150K | $7.7M | +25.0% | 1.316% | 0.34% |
| 17 | Pacific Ridge Capital Partners, LLC | 136K | $6.9M | -0.8% | 1.191% | 1.26% |
| 18 | Bank of New York Mellon Corp | 117K | $6.0M | +0.8% | 1.027% | 0.00% |
| 19 | Azarias Capital Management, L.P. | 110K | $5.6M | -0.4% | 0.965% | 2.45% |
| 20 | Diversified Investment Strategies, LLC | 107K | $5.5M | -0.1% | 0.938% | 3.54% |
| 21 | NORTHERN TRUST CORP | 106K | $5.4M | +14.3% | 0.933% | 0.00% |
| 22 | ROYCE & ASSOCIATES LP | 105K | $5.4M | -17.4% | 0.920% | 0.04% |
| 23 | Allspring Global Investments Holdings, LLC | 94K | $4.8M | +2.0% | 0.823% | 0.01% |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | 92K | $4.7M | +19.4% | 0.806% | 0.00% |
| 25 | AQR CAPITAL MANAGEMENT LLC | 81K | $4.2M | +92.9% | 0.714% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MLR — a direct measure of their conviction.
| 92.60% |
| +4.06 pp |
| $431M |
| 31% |
| Q4 2024 | 173 | +4.2% | 88.54% | +3.48 pp | $622M | +12% |
| Q3 2024 | 166 | — | 85.06% | — | $555M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
21 institutions opened new positions in MLR during Q2 2026, while 21 fully exited. 101 added to existing positions and 24 trimmed.
MLR institutional ownership rose by 3.32 percentage points quarter-over-quarter, with a net change of -4 holders.
The top 10 institutions account for 62.7% of all reported 13F value in MLR, and the top 25 account for 83.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Miller Industries, Inc. (MLR) Institutional Ownership