Marsh & McLennan Companies (MMC) Institutional Ownership

$199.73
+0.30 (+0.15%)
(As of 05/1/2024 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)
$20.58B
Number of
Institutional Sellers
(last 12 months)
599
Total
Institutional Outflows
(last 12 months)
$4.68B
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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
5/1/2024Prosperity Consulting Group LLC2,088$430K0.1%N/A0.000%
5/1/2024Mission Wealth Management LP9,756$2.01M0.1%+0.9%0.002%
5/1/2024Parthenon LLC1,213$250K0.0%N/A0.000%
5/1/2024Sequoia Financial Advisors LLC86,460$17.81M0.2%-5.2%0.018%
5/1/2024Diversify Advisory Services LLC5,141$1.05M0.1%N/A0.001%
4/30/2024Private Advisor Group LLC14,691$3.03M0.0%+0.9%0.003%
4/30/2024Findlay Park Partners LLP1,164,167$239.80M2.2%-1.7%0.236%
4/30/2024J.W. Cole Advisors Inc.1,149$237K0.0%N/A0.000%
4/30/2024Retirement Systems of Alabama108,590$22.37M0.1%-0.1%0.022%
4/30/2024Longbow Finance SA38,866$8.01M0.8%-9.0%0.008%
4/30/2024 Norden Group LLC4,455$918K0.1%N/A0.001%
4/30/2024Dillon & Associates Inc.1,800$371K0.1%+20.0%0.000%
4/30/2024Van ECK Associates Corp89,844$18.51M0.0%+4.7%0.018%
4/30/2024JLB & Associates Inc.68,244$14.06M1.9%-2.6%0.014%
4/30/2024HB Wealth Management LLC9,160$1.89M0.0%+13.4%0.002%
4/30/2024Turtle Creek Wealth Advisors LLC1,643$338K0.1%+258.7%0.000%
4/30/2024Warther Private Wealth LLC4,169$859K0.4%N/A0.001%
4/30/2024Joel Isaacson & Co. LLC1,464$302K0.0%+9.7%0.000%
4/30/2024Northcape Capital Pty Ltd20,756$4.28M0.5%-2.6%0.004%
4/30/2024 Caprock Group LLC5,505$1.13M0.1%+12.6%0.001%
4/30/2024 Perigon Wealth Management LLC5,653$1.16M0.0%+6.5%0.001%
4/30/2024 Mayflower Financial Advisors LLC1,903$392K0.0%+23.5%0.000%
4/30/2024 OFI Invest Asset Management239$46K0.0%+42.3%0.000%
4/30/2024 Stock Yards Bank & Trust Co.130,422$26.86M0.9%-1.1%0.026%
4/30/2024 Allspring Global Investments Holdings LLC181,858$37.46M0.1%-1.3%0.037%
4/29/2024Commonwealth Equity Services LLC95,455$19.66M0.0%+2.7%0.019%
4/29/2024 FAS Wealth Partners Inc.998$206K0.0%N/A0.000%
4/29/2024 Boyd Watterson Asset Management LLC OH6,676$1.38M0.5%+11.0%0.001%
4/29/2024 Greenleaf Trust9,915$2.04M0.0%+1.5%0.002%
4/29/2024 Principal Financial Group Inc.823,258$169.58M0.1%-0.7%0.167%
4/29/2024 Benjamin Edwards Inc.3,664$755K0.2%+84.8%0.001%
4/29/2024 Benjamin F. Edwards & Company Inc.17,760$3.66M0.1%-0.4%0.004%
4/29/2024 RWA Wealth Partners LLC7,659$1.58M0.0%-2.6%0.002%
4/29/2024 Tower Bridge Advisors2,329$480K0.0%-7.9%0.000%
4/29/2024 Schaper Benz & Wise Investment Counsel Inc. WI22,349$4.60M0.4%+6.1%0.005%
4/29/2024 Crescent Grove Advisors LLC1,261$260K0.0%N/A0.000%
4/29/2024 Mn Services Vermogensbeheer B.V.199,388$41.07M0.3%-15.1%0.040%
4/29/2024 Private Capital Advisors Inc.88,122$18.15M2.3%N/A0.018%
4/29/2024 Intelligent Financial Strategies216$44K0.0%N/A0.000%
4/27/2024 Riverwater Partners LLC1,008$208K0.2%N/A0.000%
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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%
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%
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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%
(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, 1,356 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 1,171 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 149,211,636 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 829 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 64,182,778 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 5/1/2024 by MarketBeat.com Staff

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