Follow The Filings

MLKN Millerknoll Inc.

Industrials, filed as MILLERKNOLL INC (EQUITY), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 3

  • 3 Owners
  • Max 0.5%
  • $79M
  • 1 add 2 reduce 1 exit

In 2026 Q2 Richard Pzena added to Millerknoll, Vulcan Value Partners and Polen Capital Management trimmed, and Lee Ainslie sold out.

Who owns this now

Largest portfolio weights among holders, up to 0.5% (Vulcan Value Partners). Not free-float ownership.

  1. Vulcan Value Partners Reduce 0.52%
  2. Richard Pzena Add 0.18%

Who owns MLKN

Sorted by value, long equity only, as of 2026 Q2.

History
Richard Pzena, Pzena Investment Management 0.18%, was 0.09% Add +52.0% 3,032,700 $62M History
Vulcan Value Partners 0.52% Reduce −36.7% 838,151 $17M History
Polen Capital Management <0.01% Reduce −52.6% 12,466 $255K History
Lee Ainslie, Maverick Capital exited 2026 Q2 Last 2026 Q1 0.01% Exit −0.01% 30,710 $444K History

3 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by MLKN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All MLKN insider trades
  • None no insider bought on the open market
  • None no sales outside a trading plan
  • None no planned (10b5-1) sales

No open-market buys or sales on file.

Also filed in the last 12 months, not counted as buying or selling: 36 share withholdings for taxes, 26 stock grants, and 23 option exercises.

SEC filings

Recent issuer filings from EDGAR, 19 shown.

Filed Form Detail Links
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.02,5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.03,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $4.09B $3.63B $3.67B $3.84B
Gross profit $1.43B $1.42B $1.42B $1.49B
Gross margin * 35.0% 39.1% 38.8% 38.8%
Net income $42.1M $82.3M -$36.9M $91.5M
Net margin * 1.0% 2.3% -1.0% 2.4%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $1.18B $1.07B $1.11B $1.14B
Total non-current assets * $3.1B $2.97B $2.84B $2.86B
Total assets $4.27B $4.04B $3.95B $4B
Total current liabilities $702.8M $697.7M $703.8M $721.1M
Total non-current liabilities * $2.03B $1.89B $1.91B $1.87B
Total equity $1.43B $1.39B $1.28B $1.34B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $162.9M $352.3M $209.3M $199.9M
Cash from investing -$76.5M -$86.3M -$100.9M -$115.6M
Cash from financing -$86.8M -$258.8M -$150.3M -$117M
Net change in cash -$6.8M $6.9M -$36.7M -$26M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.