Follow-The-Filings

Security · featured owners

MLKN Millerknoll Inc.

EQUITY Equity as of 2026 Q2 among managers we track

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

Who owns this now

Largest portfolio weights among featured holders · max 0.5% (Vulcan Value Partners) · not free-float ownership

  1. Vulcan Value Partners reduce 0.52%
  2. Richard Pzena add 0.18%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

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

3 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 11 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.03,9.01 Filing Doc
10-K 10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 25 shown

Filed Form Detail Links
4 Period Aug 1, 2026 · 6 forms Filing Doc
4 Period Jul 22, 2026 · 6 forms Filing Doc
4 Period Jul 14, 2026 · 6 forms Filing Doc
4 Period Feb 15, 2026 Filing Doc
4 Period Jan 15, 2026 · 6 forms Filing Doc

Updated 6 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders