Marsh & McLennan Companies (MMC) Institutional Ownership

$198.48
+0.53 (+0.27%)
(As of 04/29/2024 ET)

Institutional Ownership Changes (13F Filings) for Marsh & McLennan Companies (NYSE:MMC)

Current
Institutional Ownership
Percentage
87.99%
Number of
Institutional Buyers
(last 12 months)
835
Total
Institutional Inflows
(last 12 months)
$20.57B
Number of
Institutional Sellers
(last 12 months)
595
Total
Institutional Outflows
(last 12 months)
$4.67B
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MMC Institutional Buying and Selling by Quarter

Marsh & McLennan Companies Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2024Mn Services Vermogensbeheer B.V.199,388$41.07M0.3%-15.1%0.040%
4/29/2024Private Capital Advisors Inc.88,122$18.15M2.3%N/A0.018%
4/29/2024Intelligent Financial Strategies216$44K0.0%N/A0.000%
4/27/2024 Riverwater Partners LLC1,008$208K0.2%N/A0.000%
4/27/2024 James Hambro & Partners1,819$374K0.0%-31.2%0.000%
4/27/2024 Dougherty Wealth Advisers LLC355$73K0.1%-19.9%0.000%
4/27/2024 Conning Inc.3,638$749K0.0%-2.4%0.001%
4/27/2024 K.J. Harrison & Partners Inc12,000$2.47M0.4%N/A0.002%
4/27/2024 Members Advisory Group LLC1,000$206K0.1%N/A0.000%
4/27/2024 BayBridge Capital Group LLC1,015$204K0.2%N/A0.000%
4/26/2024 Securian Asset Management Inc.28,978$5.97M0.2%-7.1%0.006%
4/26/2024 Triasima Portfolio Management inc.20,070$4.13M0.3%-31.1%0.004%
4/26/2024 Highview Capital Management LLC DE 5,252$1.08M0.5%-3.0%0.001%
4/26/2024Prestige Wealth Management Group LLC1,510$311K0.1%-50.5%0.000%
4/26/2024 Yousif Capital Management LLC71,306$14.69M0.2%-1.9%0.014%
4/26/2024 SlateStone Wealth LLC1,324$273K0.0%+12.3%0.000%
4/26/2024 Opus Capital Group LLC2,224$458K0.1%-12.4%0.000%
4/26/2024 First National Trust Co8,707$1.79M0.1%-4.5%0.002%
4/26/2024 Mitchell & Pahl Private Wealth LLC1,682$346K0.2%-4.1%0.000%
4/26/2024 SYSTM Wealth Solutions LLC32,054$6.60M0.8%+6.6%0.007%
4/26/2024 Sumitomo Life Insurance Co.13,951$2.87M0.1%-2.8%0.003%
4/26/2024 Mesirow Financial Investment Management Inc.1,213$250K0.0%N/A0.000%
4/26/2024 Verdence Capital Advisors LLC1,007$207K0.0%N/A0.000%
4/26/2024 Checchi Capital Advisers LLC6,512$1.34M0.1%+1.5%0.001%
4/25/2024 Lindbrook Capital LLC1,532$316K0.0%-9.0%0.000%
4/25/2024 New York State Teachers Retirement System421,442$86.81M0.2%-3.1%0.086%
4/25/2024 Bank of New York Mellon Corp3,420,795$704.62M0.1%-4.5%0.694%
4/25/2024 Kinneret Advisory LLC27,417$5.65M0.6%-0.3%0.006%
4/25/2024 Osborne Partners Capital Management LLC83,226$17.14M1.1%-1.1%0.017%
4/25/2024 Fielder Capital Group LLC1,551$319K0.1%N/A0.000%
4/25/2024 HTLF Bank1,601$330K0.0%+9.1%0.000%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 502,530$103.51M0.4%-15.4%0.102%
4/25/2024 Center For Asset Management LLC5,343$1.10M0.9%-1.5%0.001%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund143,431$29.54M0.3%+0.5%0.029%
4/25/2024 Aaron Wealth Advisors LLC2,184$450K0.1%-7.5%0.000%
4/25/2024 Valeo Financial Advisors LLC5,148$1.03M0.0%+3.8%0.001%
4/25/2024 WestHill Financial Advisors Inc.3,163$652K0.2%+175.0%0.001%
4/25/2024 Summit Financial LLC7,192$1.48M0.1%-2.3%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.11,733$2.42M0.0%+21.2%0.002%
4/24/2024 Private Trust Co. NA12,714$2.62M0.3%-0.5%0.003%
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4/24/2024 Verity & Verity LLC87,342$17.99M4.5%N/A0.018%
4/24/2024 V Square Quantitative Management LLC12,854$2.65M0.4%+18.8%0.003%
4/24/2024 Pegasus Partners Ltd.12,421$2.56M0.3%+3.2%0.003%
4/24/2024 Adams Diversified Equity Fund Inc.100,100$20.62M0.7%N/A0.020%
4/24/2024 Premier Path Wealth Partners LLC2,710$558K0.1%-6.8%0.001%
4/24/2024 HMS Capital Management LLC1,043$215K0.1%N/A0.000%
4/24/2024 Simplicity Wealth LLC30,170$6.21M0.1%N/A0.006%
4/24/2024 NBT Bank N A NY31,732$6.54M0.5%-1.3%0.006%
4/24/2024 Spire Wealth Management4,222$870K0.0%-7.6%0.001%
4/24/2024 Essex Financial Services Inc.2,477$510K0.0%+5.4%0.001%
4/24/2024 Bar Harbor Wealth Management5,188$1.07M0.1%+17.9%0.001%
4/24/2024 Assenagon Asset Management S.A.13,613$2.80M0.0%-97.4%0.003%
4/23/2024 Charter Oak Capital Management LLC1,050$216K0.0%N/A0.000%
4/23/2024Busey Bank1,462$301K0.0%-20.7%0.000%
4/23/2024 BSW Wealth Partners996$205K0.0%-6.4%0.000%
4/23/2024 Eads & Heald Wealth Management2,622$540K0.3%-7.3%0.001%
4/23/2024 Sweet Financial Partners LLC2,967$611K0.1%-69.2%0.001%
4/23/2024 Louisiana State Employees Retirement System28,600$5.89M0.1%-4.0%0.006%
4/23/2024 Sage Mountain Advisors LLC3,025$623K0.1%-2.5%0.001%
4/23/2024 WASHINGTON TRUST Co103,675$21.36M0.8%-0.6%0.021%
4/23/2024 Venturi Wealth Management LLC6,532$1.35M0.1%+28.1%0.001%
4/23/2024 Amalgamated Bank106,070$21.85M0.2%-14.1%0.022%
4/23/2024 Gradient Investments LLC693$143K0.0%-28.4%0.000%
4/23/2024 New Mexico Educational Retirement Board24,841$5.12M0.2%-3.5%0.005%
4/23/2024 Bluesphere Advisors LLC1,000$206K0.1%N/A0.000%
4/23/2024 Tyche Wealth Partners LLC1,797$370K0.1%-42.2%0.000%
4/23/2024 Fifth Third Bancorp273,200$56.27M0.2%-4.2%0.055%
4/23/2024 Wesbanco Bank Inc.1,271$262K0.0%-15.5%0.000%
4/23/2024 Summit Trail Advisors LLC4,474$922K0.0%+32.4%0.001%
4/23/2024 Stablepoint Partners LLC1,222$252K0.1%N/A0.000%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA3,813$768K0.0%-14.1%0.001%
4/23/2024 Cigna Investments Inc. New5,232$1.08M0.2%-2.7%0.001%
4/23/2024 Strategic Blueprint LLC3,411$703K0.0%+1.6%0.001%
4/23/2024 Accurate Wealth Management LLC14,785$2.99M0.9%-1.5%0.003%
4/23/2024 Genesee Capital Advisors LLC4,231$872K0.5%N/A0.001%
4/23/2024 Hanson & Doremus Investment Management437$90K0.0%+20.7%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.54,749$11.28M0.0%-5.1%0.011%
4/23/2024 Stonegate Investment Group LLC30,491$6.28M0.2%-3.0%0.006%
4/23/2024 Sapient Capital LLC1,230$253K0.0%-12.5%0.000%
4/22/2024 Kessler Investment Group LLC2,426$500K0.3%+57.4%0.000%
4/22/2024 Nilsine Partners LLC4,625$953K0.1%-6.7%0.001%
4/22/2024 Harbour Trust & Investment Management Co60,346$12.43M1.6%+1.7%0.012%
4/22/2024 PFG Investments LLC2,349$484K0.0%N/A0.000%
4/22/2024 Family Investment Center Inc.1,047$216K0.1%N/A0.000%
4/22/2024 Donaldson Capital Management LLC218,781$45.07M1.9%+4,090.4%0.044%
4/22/2024 Raymond James & Associates902,278$185.85M0.1%+2.8%0.183%
4/22/2024 IFM Investors Pty Ltd97,153$20.01M0.2%-0.5%0.020%
4/22/2024 Everpar Advisors LLC1,607$331K0.2%-30.7%0.000%
4/22/2024Ashton Thomas Private Wealth LLC3,116$642K0.0%+10.3%0.001%
4/20/2024 Maryland State Retirement & Pension System38,863$7.67M0.1%+0.9%0.008%
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4/19/2024 Horizon Bancorp Inc. IN798$164K0.1%+23.0%0.000%
4/19/2024 Marshall Financial Group LLC4,428$912K0.3%+10.9%0.001%
4/19/2024 First Trust Direct Indexing L.P.10,261$2.11M0.2%+7.8%0.002%
4/19/2024 Norden Group LLC4,455$918K0.0%N/A0.001%
4/19/2024 State of Alaska Department of Revenue63,435$13.06M0.1%-1.5%0.013%
4/19/2024 Valeo Financial Advisors LLC5,175$1.07M0.0%+4.3%0.001%
4/19/2024 Tradewinds Capital Management LLC150$31K0.0%-25.0%0.000%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,246,035$256.66M0.2%-1.2%0.252%
4/18/2024 SeaCrest Wealth Management LLC1,863$384K0.0%-6.2%0.000%
4/18/2024 Dixon Mitchell Investment Counsel Inc.170$35K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

MMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MMC shares?

During the previous two years, 1,348 institutional investors and hedge funds held shares of Marsh & McLennan Companies. The most heavily invested institutionals were Vanguard Group Inc. ($8.30B), BlackRock Inc. ($7.24B), State Street Corp ($4.01B), Capital International Investors ($3.78B), FMR LLC ($3.70B), Capital World Investors ($3.26B), and Wellington Management Group LLP ($2.35B).Learn more on MMC's institutional investors.

What percentage of Marsh & McLennan Companies stock is owned by institutional investors?

87.99% of Marsh & McLennan Companies stock is owned by institutional investors. Learn more on MMC's institutional investor holdings.

Which institutional investors have been buying Marsh & McLennan Companies stock?

Of the 1,164 institutional investors that purchased Marsh & McLennan Companies stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($74.91M), Norges Bank ($5.53M), Parnassus Investments LLC ($4.16M), Price T Rowe Associates Inc. MD ($3.71M), Bishop Rock Capital L.P. ($3.64M), Clearbridge Investments LLC ($2.51M), and Alphinity Investment Management Pty Ltd ($2.06M).

How much institutional buying is happening at Marsh & McLennan Companies?

Institutional investors have bought a total of 149,227,833 shares in the last 24 months. This purchase volume represents approximately $26.86B in transactions.

Which Marsh & McLennan Companies major shareholders have been selling company stock?

Of the 827 institutional investors that sold Marsh & McLennan Companies stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($9.92M), Wellington Management Group LLP ($2.48M), Primecap Management Co. CA ($2.05M), State Street Corp ($2.00M), Canada Pension Plan Investment Board ($1.64M), Diamond Hill Capital Management Inc. ($1.43M), and Public Employees Retirement Association of Colorado ($1.37M).

How much institutional selling is happening at Marsh & McLennan Companies?

Institutional investors have sold a total of 64,165,076 shares in the last 24 months. This volume of shares sold represents approximately $10.85B in transactions.


This page (NYSE:MMC) was last updated on 4/29/2024 by MarketBeat.com Staff

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