| 0.00% |
| 4 | DIMENSIONAL FUND ADVISORS LP | 5.6M | $84.0M | +4.1% | 3.560% | 0.02% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 4.5M | $68.5M | +5.9% | 2.902% | 0.00% |
| 6 | Empyrean Capital Partners, LP | 4.4M | $65.9M | 0.0% | 2.791% | 2.18% |
| 7 | STATE STREET CORP | 4.2M | $63.1M | +7.7% | 2.671% | 0.00% |
| 8 | WESTWOOD HOLDINGS GROUP INC | 3.2M | $49.0M | -4.4% | 2.075% | 0.37% |
| 9 | Nuveen, LLC | 2.5M | $37.1M | +2.4% | 1.573% | 0.01% |
| 10 | AMERIPRISE FINANCIAL INC | 2.3M | $35.0M | +7.9% | 1.484% | 0.01% |
| 11 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.2M | $33.0M | -1.2% | 1.398% | 0.05% |
| 12 | MORGAN STANLEY | 2.0M | $29.5M | +11.2% | 1.251% | 0.00% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.9M | $28.9M | -0.9% | 1.223% | 0.00% |
| 14 | JPMORGAN CHASE & CO | 1.9M | $28.3M | +53.6% | 1.184% | 0.00% |
| 15 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.8M | $27.3M | +6.7% | 1.156% | 0.54% |
| 16 | Leeward Investments, LLC - MA | 1.7M | $25.9M | -2.1% | 1.096% | 1.18% |
| 17 | Invesco Ltd. | 1.7M | $25.5M | +6.9% | 1.078% | 0.00% |
| 18 | NORTHERN TRUST CORP | 1.6M | $24.3M | +9.7% | 1.031% | 0.00% |
| 19 | FEDERATED HERMES, INC. | 1.4M | $21.2M | +57.8% | 0.898% | 0.03% |
| 20 | Penn Capital Management Company, LLC | 1.4M | $21.1M | +20.9% | 0.893% | 1.34% |
| 21 | ALGERT GLOBAL LLC | 1.3M | $19.1M | +20.2% | 0.807% | 0.23% |
| 22 | PANAGORA ASSET MANAGEMENT INC | 1.2M | $18.6M | +321.3% | 0.786% | 0.06% |
| 23 | RAYMOND JAMES FINANCIAL INC | 1.2M | $18.3M | +5.7% | 0.776% | 0.00% |
| 24 | Bank of New York Mellon Corp | 1.2M | $18.2M | +3.0% | 0.773% | 0.00% |
| 25 | BALYASNY ASSET MANAGEMENT L.P. | 1.1M | $16.7M | — | 0.709% | 0.02% |
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 NMRK — a direct measure of their conviction.
| 96.64% |
| +27.86 pp |
| $1.23B |
| 7.7% |
| Q4 2024 | 267 | +7.7% | 68.78% | +4.41 pp | $1.34B | 12% |
| Q3 2024 | 248 | — | 64.37% | — | $1.53B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
44 institutions opened new positions in NMRK during Q2 2026, while 39 fully exited. 186 added to existing positions and 70 trimmed.
NMRK institutional ownership rose by 2.53 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 52.4% of all reported 13F value in NMRK, and the top 25 account for 72.8%.
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.
Newmark Group, Inc. (NMRK) Institutional Ownership