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Marcus & Millichap shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Marcus & Millichap (MMI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Marcus & Millichap

Tip: Access up to 7 years of quarterly data

All positions including Marcus & Millichap held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Marcus & Millichap by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $85k 2.7k 31.17

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Top funds holding Marcus & Millichap

BlackRock
Vanguard Portfolio Management
Schroder Investment Management Group
Pzena Investment Management
Dimensional Fund Advisors
Vanguard Capital Management
State Street Corporation
Tributary Capital Management
Geode Capital Management
Two Sigma Investments
AQR Capital Management
Royce & Associates
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jacobs Levy Equity Management

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