Marsh & McLennan Companies (MMC) Institutional Ownership

$203.58
-0.13 (-0.06%)
(As of 05/8/2024 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)
845
Total
Institutional Inflows
(last 12 months)
$20.78B
Number of
Institutional Sellers
(last 12 months)
600
Total
Institutional Outflows
(last 12 months)
$4.60B
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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
5/9/2024Fortis Capital Advisors LLC4,164$858K0.4%+283.8%0.001%
5/9/2024State Board of Administration of Florida Retirement System554,980$114.32M0.2%+5.3%0.113%
5/9/2024TD Asset Management Inc811,988$167.25M0.2%+15.6%0.165%
5/9/2024Rogco LP196$40K0.0%-53.2%0.000%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.469,200$96.65M0.3%-40.5%0.095%
5/8/2024Everence Capital Management Inc.9,860$2.03M0.1%-17.8%0.002%
5/8/2024Edmond DE Rothschild Holding S.A.24,936$5.14M0.1%N/A0.005%
5/8/2024Bleakley Financial Group LLC30,210$6.22M0.2%+1.5%0.006%
5/8/2024ProShare Advisors LLC96,111$19.80M0.1%-6.4%0.020%
5/8/2024Avantax Advisory Services Inc.14,548$3.00M0.0%+22.1%0.003%
5/8/2024US Bancorp DE148,872$30.67M0.0%+3.2%0.030%
5/8/2024Russell Investments Group Ltd.458,884$94.48M0.1%-20.4%0.093%
5/8/2024 QRG Capital Management Inc.103,904$21.40M0.3%-15.1%0.021%
5/8/2024 Headlands Technologies LLC129$27K0.0%N/A0.000%
5/7/2024 Verus Capital Partners LLC1,947$401K0.0%-2.7%0.000%
5/7/2024 Meeder Advisory Services Inc.5,676$1.17M0.1%+5.1%0.001%
5/7/2024 NorthRock Partners LLC3,813$785K0.1%+16.5%0.001%
5/7/2024 Choate Investment Advisors4,860$1.00M0.0%+202.2%0.001%
5/7/2024 Sei Investments Co.354,970$73.12M0.1%-3.5%0.072%
5/7/2024 Concurrent Investment Advisors LLC4,278$881K0.0%+10.7%0.001%
5/7/2024 Nixon Peabody Trust Co.77,235$15.91M1.5%+7.0%0.016%
5/7/2024 Atomi Financial Group Inc.1,844$380K0.0%+16.6%0.000%
5/7/2024 Reynders McVeigh Capital Management LLC2,270$468K0.0%+8.1%0.000%
5/7/2024 Foyston Gordon & Payne Inc53,615$11.04M2.7%-3.5%0.011%
5/7/2024 Smithfield Trust Co6,737$1.39M0.1%+1.0%0.001%
5/7/2024 Swiss National Bank1,476,600$304.15M0.2%-4.4%0.300%
5/7/2024 Forsta AP Fonden148,700$30.63M0.3%+17.3%0.030%
5/7/2024 Illinois Municipal Retirement Fund46,775$9.64M0.1%+42.9%0.009%
5/7/2024 Sustainable Insight Capital Management LLC14,042$2.89M2.1%-1.4%0.003%
5/7/2024 Oppenheimer Asset Management Inc.49,157$10.13M0.1%-19.1%0.010%
5/7/2024 Oppenheimer & Co. Inc.4,380$902K0.0%-1.2%0.001%
5/7/2024 PFG Advisors8,724$1.80M0.1%+11.2%0.002%
5/7/2024 Prospera Private Wealth LLC979$202K0.1%N/A0.000%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,317$1.51M0.0%+60.8%0.001%
5/7/2024 Obermeyer Wood Investment Counsel Lllp1,024$211K0.0%N/A0.000%
5/7/2024 Brooklyn Investment Group3,499$713K0.3%+6.4%0.001%
5/7/2024 Wealthspire Advisors LLC2,817$580K0.0%-6.9%0.001%
5/7/2024 Alphinity Investment Management Pty Ltd1,966,588$405.08M3.6%-4.7%0.399%
5/7/2024 SG Americas Securities LLC467,891$96.38M0.5%+2,623.1%0.095%
5/7/2024 Empowered Funds LLC11,804$2.43M0.0%+12.5%0.002%
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5/7/2024 YCG LLC216,405$44.38M3.5%-0.2%0.044%
5/6/2024 Quantbot Technologies LP17,066$3.52M0.2%+57.6%0.003%
5/6/2024 Envestnet Portfolio Solutions Inc.44,879$9.24M0.0%+25.8%0.009%
5/6/2024 Empirical Finance LLC17,965$3.70M0.2%+3.5%0.004%
5/6/2024 Mawer Investment Management Ltd.7,113,494$1.47B6.8%-0.6%1.444%
5/6/2024 Manchester Capital Management LLC4,630$954K0.1%-3.5%0.001%
5/6/2024 Broderick Brian C2,500$515K0.1%N/A0.001%
5/6/2024 Texas Permanent School Fund Corp101,701$20.95M0.2%-0.1%0.021%
5/4/2024 Howland Capital Management LLC11,193$2.31M0.1%-1.8%0.002%
5/4/2024 R. W. Roge & Company Inc.1,000$206K0.1%N/A0.000%
5/4/2024 McClarren Financial Advisors Inc.206$42K0.0%-37.2%0.000%
5/4/2024 Coulter & Justus Financial Services LLC3,500$721K0.2%N/A0.001%
5/4/2024 Essex LLC23,671$4.88M1.1%+2.2%0.005%
5/4/2024 DAVENPORT & Co LLC92,030$18.96M0.1%-11.6%0.019%
5/4/2024 Lester Murray Antman dba SimplyRich5,774$1.19M0.4%+1.0%0.001%
5/4/2024 WBI Investments LLC2,372$489K0.1%N/A0.000%
5/4/2024 Bancreek Capital Management LP35,438$7.30M5.4%N/A0.007%
5/4/2024 Csenge Advisory Group3,809$785K0.0%+3.6%0.001%
5/3/2024 FDx Advisors Inc.12,771$2.63M0.4%-31.2%0.003%
5/3/2024 Essex Investment Management Co. LLC4,719$972K0.2%-7.7%0.001%
5/3/2024 Catalina Capital Group LLC1,969$406K0.2%N/A0.000%
5/3/2024 TFB Advisors LLC2,323$464K0.2%N/A0.000%
5/3/2024 Larson Financial Group LLC10,560$2.18M0.2%+7.4%0.002%
5/3/2024 Markel Group Inc.694,000$142.95M1.4%+1.4%0.141%
5/3/2024 Chevy Chase Trust Holdings LLC273,524$56.34M0.2%-1.1%0.056%
5/3/2024 AA Financial Advisors LLC5,307$1.09M0.4%N/A0.001%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S67,474$13.90M0.3%+39.0%0.014%
5/3/2024 Central Pacific Bank Trust Division450$92K0.0%N/A0.000%
5/3/2024 Smith Salley Wealth Management2,103$433K0.0%+24.9%0.000%
5/3/2024 Whittier Trust Co. of Nevada Inc.57,873$11.92M0.3%+2.1%0.012%
5/3/2024 Patron Partners LLC1,353$279K0.2%-5.8%0.000%
5/3/2024 Whittier Trust Co.147,449$30.37M0.4%+1.8%0.030%
5/2/2024 Suncoast Equity Management8,758$1.80M0.2%+8.9%0.002%
5/2/2024 Financial Counselors Inc.3,985$821K0.0%+3.8%0.001%
5/2/2024 Jennison Associates LLC932,452$192.07M0.1%+229.6%0.189%
5/2/2024 Mutual of America Capital Management LLC64,506$13.29M0.1%-2.2%0.013%
5/2/2024 FORA Capital LLC29,136$6.00M0.5%-14.7%0.006%
5/2/2024 Daiwa Securities Group Inc.48,868$10.07M0.1%+7.8%0.010%
5/2/2024Value Partners Investments Inc.7,808$1.61M0.1%N/A0.002%
5/2/2024 Nordea Investment Management AB906,976$187.22M0.2%+12.4%0.184%
5/2/2024 Bryn Mawr Capital Management LLC8,420$1.73M0.1%-13.2%0.002%
5/2/2024 Fidelis Capital Partners LLC7,468$1.54M0.3%+37.9%0.002%
5/2/2024 BNP Paribas23,496$4.84M0.2%N/A0.005%
5/2/2024 Tokio Marine Asset Management Co. Ltd.11,594$2.39M0.1%+8.2%0.002%
5/2/2024 Moloney Securities Asset Management LLC4,375$901K0.1%-1.5%0.001%
5/2/2024 PDS Planning Inc2,538$523K0.1%+15.9%0.001%
5/2/2024 Regent Peak Wealth Advisors LLC980$202K0.1%N/A0.000%
5/2/2024 Kinsale Capital Group Inc.18,845$3.88M1.5%+26.8%0.004%
5/1/2024 GLOBALT Investments LLC GA1,868$385K0.0%-8.4%0.000%
5/1/2024 Schear Investment Advisers LLC1,212$250K0.2%N/A0.000%
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5/1/2024 Connecticut Wealth Management LLC4,382$903K0.0%+1.9%0.001%
5/1/2024 Janney Montgomery Scott LLC160,086$32.98M0.1%+3.1%0.032%
5/1/2024 Blue Trust Inc.15,125$3.12M0.0%-4.2%0.003%
5/1/2024 TKG Advisors LLC10,445$2.15M1.2%N/A0.002%
5/1/2024 Oak Ridge Investments LLC25,482$5.25M0.5%+3.6%0.005%
5/1/2024 Mirae Asset Global Investments Co. Ltd.104,036$21.43M0.0%+1.6%0.021%
5/1/2024 Prosperity Consulting Group LLC2,088$430K0.1%N/A0.000%
5/1/2024 Mission Wealth Management LP9,756$2.01M0.1%+0.9%0.002%
5/1/2024 Parthenon LLC1,213$250K0.0%N/A0.000%
5/1/2024 Sequoia Financial Advisors LLC86,460$17.81M0.2%-5.2%0.018%
(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, 1,369 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 1,185 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 149,521,902 shares in the last 24 months. This purchase volume represents approximately $26.97B in transactions.

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

Of the 831 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 64,639,356 shares in the last 24 months. This volume of shares sold represents approximately $10.95B in transactions.


This page (NYSE:MMC) was last updated on 5/9/2024 by MarketBeat.com Staff

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