MLKNNasdaqOffice FurnitureFiscal year ends May 29
MILLERKNOLL, INC.
Financials through Q1 FY2027, quarter ended Aug 29, 2026Last filing: 10-Q on Sep 28, 2026
$20.92−0.15 (-0.71%)
Close on Oct 19, 2026
- Market cap
- $1.47B
- P/E (TTM)
- 14.8
- Dividend yield
- 3.59%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
96.4%
66M of 69M shares
Institutional holders
242
40 new, 23 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 5,186,048 | 7.58% | 13G (passive) | Mar 31, 2026 |
| Scharf Investments, LLC | 4,810,050 | 6.61% | 13G (passive) | Dec 31, 2023 |
| Dimensional Fund Advisors LP | 3,699,103 | 5.30% | 13G (passive) | Sep 30, 2024 |
| FMR LLC | 3,640,181 | 5.30% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 3,601,470 | 5.26% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 10,275,688 | 15.10% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MLKN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,413,184 | 15.14% | $213.05M | −132,807 | 0.00% |
| Vanguard Portfolio Management LLC | 5,163,036 | 7.50% | $105.64M | +102,284 | 0.00% |
| Dimensional Fund Advisors LP | 3,577,277 | 5.20% | $73.19M | −33,499 | 0.01% |
| Vanguard Capital Management LLC | 3,071,770 | 4.46% | $62.85M | −9,160 | 0.00% |
| Pzena Investment Management LLC | 3,032,700 | 4.41% | $62.05M | +1,036,963 | 0.18% |
| Fuller & Thaler Asset Management, Inc. | 2,858,346 | 4.15% | $58.48M | −116,278 | 0.16% |
| State Street Corp | 2,771,380 | 4.03% | $57.21M | −60,019 | 0.00% |
| Deprince Race & Zollo Inc | 2,637,711 | 3.83% | $53.97M | +161,505 | 0.91% |
| FMR LLC | 2,092,428 | 3.04% | $42.81M | −1,547,753 | 0.00% |
| Invesco Ltd. | 1,961,206 | 2.85% | $40.13M | +139,811 | 0.00% |
| Geode Capital Management, LLC | 1,797,667 | 2.61% | $36.79M | +83,724 | 0.00% |
| Forager Capital Management, LLC | 1,561,841 | 2.27% | $31.96M | +90,000 | 12.02% |
| Wellington Management Group Llp | 1,390,128 | 2.02% | $28.44M | +157,355 | 0.00% |
| Lsv Asset Management | 1,358,746 | 1.97% | $27.80K | −38,900 | 0.05% |
| Arrowstreet Capital, Limited Partnership | 1,308,848 | 1.90% | $26.78M | +49,460 | 0.01% |
| Charles Schwab Investment Management Inc | 1,263,574 | 1.84% | $25.85M | −282,234 | 0.00% |
| Russell Investments Group, Ltd. | 901,516 | 1.31% | $18.45M | −10,998 | 0.02% |
| Vulcan Value Partners, LLC | 838,151 | 1.22% | $17.15M | −486,458 | 0.52% |
| Gendell Jeffrey L | 801,445 | 1.16% | $16.40M | New | 0.14% |
| Northern Trust Corp | 789,781 | 1.15% | $16.16M | +75,406 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 242 | 66M | 96.4% | 40 / 81 | 86 / 23 | 6M | 6M |
| Q1 2026 | 231 | 67M | 96.9% | 43 / 92 | 65 / 34 | 17M | 7M |
| Q4 2025 | 225 | 66M | 95.3% | 43 / 91 | 64 / 33 | 11M | 8M |
| Q3 2025 | 216 | 63M | 92.1% | 33 / 73 | 77 / 26 | 3M | 4M |
| Q2 2025 | 209 | 65M | 94.0% | 24 / 79 | 76 / 28 | 4M | 4M |
| Q1 2025 | 214 | 65M | 94.3% | 33 / 84 | 65 / 34 | 6M | 5M |
| Q4 2024 | 216 | 64M | 93.4% | 23 / 69 | 87 / 35 | 7M | 9M |
| Q3 2024 | 229 | 66M | 96.5% | 24 / 70 | 95 / 35 | 16M | 4M |
| Q2 2024 | 242 | 66M | 95.5% | 35 / 73 | 97 / 27 | 4M | 7M |
| Q1 2024 | 235 | 70M | 100.0% | 28 / 71 | 102 / 34 | 13M | 10M |
| Q4 2023 | 245 | 66M | 96.3% | 41 / 79 | 99 / 27 | 6M | 6M |
| Q3 2023 | 233 | 66M | 96.2% | 36 / 80 | 89 / 20 | 5M | 6M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MLKN | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4,120,301 | 5.99% | $84.30M | 0.08% | Jun 30, 2026 |
| Undiscovered Managers Behavioral Value Fund | 2,364,447 | 3.44% | $48.38M | 0.54% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,169,967 | 3.15% | $44.40M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,813,845 | 2.64% | $37.11M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Value Fund | 1,806,360 | 2.63% | $40.68M | 0.74% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 1,568,232 | 2.28% | $32.09M | 0.02% | Jun 30, 2026 |
| Invesco Small Cap Value Fund | 1,289,536 | 1.87% | $29.04M | 0.26% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 993,331 | 1.44% | $20.32M | 0.03% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 820,134 | 1.19% | $18.47M | 0.09% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 778,690 | 1.13% | $15.93M | 0.02% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 755,601 | 1.10% | $17.02M | 0.05% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 650,879 | 0.95% | $13.32M | 0.09% | Jun 30, 2026 |
| American Beacon Small Cap Value Fund | 646,486 | 0.94% | $14.56M | 0.39% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 627,399 | 0.91% | $12.84M | 0.08% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 615,399 | 0.89% | $9.96M | 0.11% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Bruce Benedict Watson | Chief Creative Officer | 99,441 | 0.14% | Aug 3, 2026 |
| Jeffrey M. Stutz | Interim CEO | 122,213 | 0.18% | Aug 3, 2026 |
| John P. Michael | President North America Contra | 73,544 | 0.11% | Aug 3, 2026 |
| Kevin J. Veltman | Chief Financial Officer | 22,894 | 0.03% | Aug 3, 2026 |
| Hourigan Rice Jacqueline | Chief Legal Officer and Corpor | 65,108 | 0.09% | Aug 3, 2026 |
| Debbie F. Propst | President Global Retail | 66,950 | 0.10% | Aug 3, 2026 |
| Megan Lyon | Chief Strategy and Technology | 72,394 | 0.11% | Aug 5, 2025 |
| Andrea Owen | Chief Executive Officer | 281,029 | 0.41% | Aug 5, 2025 |
| Christopher M. Baldwin | Group President, MillerKnoll | 66,577 | 0.10% | Aug 5, 2025 |
| Claire Spofford | Director | 5,509 | 0.01% | Feb 17, 2026 |
| Jeanne Kay Gang | Director | 13,405 | 0.02% | Jan 16, 2026 |
| Michael R. Smith | Director | 2,319 | 0.00% | Jan 16, 2026 |
| Lisa A. Kro | Director | 59,719 | 0.09% | Jan 16, 2026 |
| Douglas D. French | Director | 39,568 | 0.06% | Jan 16, 2026 |
| John R. Hoke III | Director | 68,578 | 0.10% | Jan 16, 2026 |
| Heidi J. Manheimer | Director | 48,460 | 0.07% | Jan 16, 2026 |
| Mike C. Smith | Director | 37,476 | 0.05% | Jan 16, 2026 |
| John Maeda | Director | – | – | Jan 16, 2026 |
| Edmundson Tina Edekar | Director | 12,248 | 0.02% | Jan 16, 2026 |
| Candace S. Matthews | Director | 26,093 | 0.04% | Jan 17, 2025 |
| Michael A. Volkema | Director | 207,352 | 0.30% | Jan 17, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John P. Michael President North America Contra | Aug 1, 2026 | Tax withholding | −1,994.79 | $22.52 | $44.92K | 73,544 |
| John P. Michael President North America Contra | Aug 1, 2026 | Award | +4,592 | – | – | 75,538 |
| John P. Michael President North America Contra | Aug 1, 2026 | Tax withholding | −933.07 | $22.52 | $21.01K | 70,946 |
| John P. Michael President North America Contra | Aug 1, 2026 | Award | +2,148 | – | – | 71,880 |
| John P. Michael President North America Contra | Aug 1, 2026 | Tax withholding | −2,326.2 | $22.52 | $52.39K | 69,732 |
| John P. Michael President North America Contra | Aug 1, 2026 | Award | +5,355 | – | – | 72,058 |
| John P. Michael President North America Contra | Aug 1, 2026 | Tax withholding | −5,213.52 | $22.52 | $117.41K | 66,703 |
| John P. Michael President North America Contra | Aug 1, 2026 | Option exercise | +10,783 | – | – | 71,916 |
| Kevin J. Veltman Chief Financial Officer | Aug 1, 2026 | Award | +499 | – | – | 22,208 |
| Kevin J. Veltman Chief Financial Officer | Aug 1, 2026 | Tax withholding | −101.59 | $22.52 | $2.29K | 21,709 |
| Kevin J. Veltman Chief Financial Officer | Aug 1, 2026 | Tax withholding | −217.56 | $22.52 | $4.90K | 21,990 |
| Kevin J. Veltman Chief Financial Officer | Aug 1, 2026 | Option exercise | +1,172 | – | – | 21,818 |
| Kevin J. Veltman Chief Financial Officer | Aug 1, 2026 | Tax withholding | −568.75 | $22.52 | $12.81K | 21,249 |
| Kevin J. Veltman Chief Financial Officer | Aug 1, 2026 | Award | +582 | – | – | 21,831 |
| Kevin J. Veltman Chief Financial Officer | Aug 1, 2026 | Tax withholding | −253.75 | $22.52 | $5.71K | 21,578 |
| Kevin J. Veltman Chief Financial Officer | Aug 1, 2026 | Award | +233 | – | – | 21,811 |
| Bruce Benedict Watson Chief Creative Officer | Aug 1, 2026 | Award | +1,621 | – | – | 97,227 |
| Bruce Benedict Watson Chief Creative Officer | Aug 1, 2026 | Tax withholding | −1,761.88 | $22.52 | $39.68K | 95,606 |
| Bruce Benedict Watson Chief Creative Officer | Aug 1, 2026 | Award | +4,041 | – | – | 97,368 |
| Bruce Benedict Watson Chief Creative Officer | Aug 1, 2026 | Award | +3,466 | – | – | 99,986 |
| Bruce Benedict Watson Chief Creative Officer | Aug 1, 2026 | Tax withholding | −706.76 | $22.52 | $15.92K | 96,520 |
| Bruce Benedict Watson Chief Creative Officer | Aug 1, 2026 | Tax withholding | −1,511.18 | $22.52 | $34.03K | 98,475 |
| Bruce Benedict Watson Chief Creative Officer | Aug 1, 2026 | Option exercise | +8,138 | – | – | 97,276 |
| Bruce Benedict Watson Chief Creative Officer | Aug 1, 2026 | Tax withholding | −3,949.19 | $22.52 | $88.94K | 93,327 |
| Hourigan Rice Jacqueline Chief Legal Officer and Corpor | Aug 1, 2026 | Tax withholding | −3,356.66 | $22.52 | $75.59K | 65,108 |
| Hourigan Rice Jacqueline Chief Legal Officer and Corpor | Aug 1, 2026 | Award | +2,946 | – | – | 70,768 |
| Hourigan Rice Jacqueline Chief Legal Officer and Corpor | Aug 1, 2026 | Tax withholding | −600.81 | $22.52 | $13.53K | 67,822 |
| Hourigan Rice Jacqueline Chief Legal Officer and Corpor | Aug 1, 2026 | Award | +1,378 | – | – | 68,423 |
| Hourigan Rice Jacqueline Chief Legal Officer and Corpor | Aug 1, 2026 | Tax withholding | −1,497.66 | $22.52 | $33.73K | 67,045 |
| Hourigan Rice Jacqueline Chief Legal Officer and Corpor | Aug 1, 2026 | Option exercise | +6,917 | – | – | 68,464 |
| Hourigan Rice Jacqueline Chief Legal Officer and Corpor | Aug 1, 2026 | Award | +3,435 | – | – | 68,543 |
| Hourigan Rice Jacqueline Chief Legal Officer and Corpor | Aug 1, 2026 | Tax withholding | −1,284.46 | $22.52 | $28.93K | 69,484 |
| Jeffrey M. Stutz Interim CEO | Aug 1, 2026 | Award | +4,592 | – | – | 107,006 |
| Jeffrey M. Stutz Interim CEO | Aug 1, 2026 | Option exercise | +10,783 | – | – | 103,415 |
| Jeffrey M. Stutz Interim CEO | Aug 1, 2026 | Tax withholding | −2,002.11 | $22.52 | $45.09K | 105,004 |
| Jeffrey M. Stutz Interim CEO | Aug 1, 2026 | Award | +2,148 | – | – | 103,350 |
| Jeffrey M. Stutz Interim CEO | Aug 1, 2026 | Tax withholding | −936.53 | $22.52 | $21.09K | 102,414 |
| Jeffrey M. Stutz Interim CEO | Aug 1, 2026 | Tax withholding | −2,334.78 | $22.52 | $52.58K | 101,202 |
| Jeffrey M. Stutz Interim CEO | Aug 1, 2026 | Award | +5,355 | – | – | 103,537 |
| Jeffrey M. Stutz Interim CEO | Aug 1, 2026 | Tax withholding | −5,232.74 | $22.52 | $117.84K | 98,182 |
| Debbie F. Propst President Global Retail | Aug 1, 2026 | Tax withholding | −5,561.59 | $22.52 | $125.25K | 66,950 |
| Debbie F. Propst President Global Retail | Aug 1, 2026 | Award | +4,592 | – | – | 75,568 |
| Debbie F. Propst President Global Retail | Aug 1, 2026 | Tax withholding | −2,127.93 | $22.52 | $47.92K | 73,440 |
| Debbie F. Propst President Global Retail | Aug 1, 2026 | Award | +2,148 | – | – | 71,971 |
| Debbie F. Propst President Global Retail | Aug 1, 2026 | Option exercise | +10,783 | – | – | 72,512 |
| Debbie F. Propst President Global Retail | Aug 1, 2026 | Tax withholding | −995.38 | $22.52 | $22.42K | 70,976 |
| Debbie F. Propst President Global Retail | Aug 1, 2026 | Award | +5,355 | – | – | 72,305 |
| Debbie F. Propst President Global Retail | Aug 1, 2026 | Tax withholding | −2,481.51 | $22.52 | $55.88K | 69,823 |
| John P. Michael President North America Contra | Jul 22, 2026 | Option exercise | +10,421 | – | – | 67,446 |
| John P. Michael President North America Contra | Jul 22, 2026 | Option exercise | +5,994 | – | – | 57,025 |
| John P. Michael President North America Contra | Jul 22, 2026 | Tax withholding | −4,716.23 | $21.90 | $103.29K | 59,915 |
| John P. Michael President North America Contra | Jul 22, 2026 | Tax withholding | −2,815.43 | $21.90 | $61.66K | 64,631 |
| Jeffrey M. Stutz Interim CEO | Jul 22, 2026 | Option exercise | +6,892 | – | – | 88,105 |
| Jeffrey M. Stutz Interim CEO | Jul 22, 2026 | Option exercise | +12,015 | – | – | 100,120 |
| Jeffrey M. Stutz Interim CEO | Jul 22, 2026 | Tax withholding | −5,457.68 | $21.90 | $119.52K | 91,413 |
| Jeffrey M. Stutz Interim CEO | Jul 22, 2026 | Tax withholding | −3,249.14 | $21.90 | $71.16K | 96,871 |
| Bruce Benedict Watson Chief Creative Officer | Jul 22, 2026 | Tax withholding | −2,472.69 | $21.90 | $54.15K | 92,380 |
| Bruce Benedict Watson Chief Creative Officer | Jul 22, 2026 | Tax withholding | −4,161.73 | $21.90 | $91.14K | 88,219 |
| Bruce Benedict Watson Chief Creative Officer | Jul 22, 2026 | Option exercise | +5,245 | – | – | 85,691 |
| Bruce Benedict Watson Chief Creative Officer | Jul 22, 2026 | Option exercise | +9,162 | – | – | 94,853 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Ruth Owen Andrea Former Affiliate | Aug 5, 2026 | 95,228 | $2.30M | Aug 5, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Ruth Owen Andrea Former Affiliate | Aug 4, 2026 | 19,871 | $484.87K | Aug 4, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Ruth Owen Andrea Former Affiliate | Jul 16, 2026 | 60,511 | $1.33M | Jul 16, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Ruth Owen Andrea Former Affiliate | Jul 2, 2026 | 182,314 | $3.80M | Jul 2, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Benjamin P.T. Groom INSIDER | Sep 26, 2024 | 5,193 | $128.07K | Sep 26, 2024 | PERFORMANCE SHARES |
| Benjamin P.T. Groom INSIDER | Jul 23, 2024 | 2,367 | $70.89K | Jul 23, 2024 | RESTRICTED STOCK |
| Benjamin P.T. Groom INSIDER | Jul 18, 2024 | 3,001 | $90.46K | Jul 18, 2024 | RESTRICTED STOCK |
| Benjamin P.T. Groom INSIDER | Jul 16, 2024 | 4,500 | $127.78K | Jul 16, 2024 | RESTRICTED STOCK |
| Jeffrey M. Stutz Officer | Dec 22, 2023 | 9,771 | $275.84K | Dec 22, 2023 | RESTRICTED STOCK |