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Marsh & McLennan Companies (MMC) Institutional Ownership

Marsh & McLennan Companies logo
$205.97 +1.22 (+0.60%)
Closing price 10/9/2025 03:59 PM Eastern
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$206.68 +0.71 (+0.35%)
As of 08:04 AM Eastern
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Institutional Ownership Changes (13F Filings) for Marsh & McLennan Companies (NYSE:MMC)

Current
Institutional Ownership
Percentage
87.99%
Number of
Institutional Buyers
(last 12 months)
1127
Total
Institutional Inflows
(last 12 months)
$16.47B
Number of
Institutional Sellers
(last 12 months)
777
Total
Institutional Outflows
(last 12 months)
$9.18B
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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
10/9/2025Bartlett & CO. Wealth Management LLC10,210$2.06M0.0%-1.6%0.002%
10/9/2025Independence Bank of Kentucky796$160K0.0%+8.9%0.000%
10/9/2025Baker Tilly Wealth Management LLC2,758$556K0.1%N/A0.001%
10/9/2025AdvisorNet Financial Inc1,053$212K0.0%+23.9%0.000%
10/9/2025Louisbourg Investments Inc.14,794$2.98M0.6%+170.0%0.003%
10/9/2025Princeton Global Asset Management LLC8,230$1.66M0.3%-13.8%0.002%
10/9/2025Voya Investment Management LLC214,568$43.24M0.0%-25.7%0.044%
10/9/2025Stokes Capital Advisors LLC42,591$8.58M2.0%+2.0%0.009%
10/9/2025Riversedge Advisors LLC1,065$215K0.0%N/A0.000%
10/8/2025 Genesis Private Wealth LLC1,606$324K0.1%+22.5%0.000%
10/8/2025 Marshall Financial Group LLC4,231$853K0.2%+7.3%0.001%
10/8/2025 Ipswich Investment Management Co. Inc.37,477$7.55M1.8%+16.1%0.008%
10/8/2025 Bennett Selby Investments LP36,877$7.43M2.5%-0.2%0.008%
10/8/2025 Tompkins Financial Corp249$50K0.0%-50.4%0.000%
10/8/2025 Wedmont Private Capital7,003$1.43M0.1%-9.5%0.001%
10/8/2025 Czech National Bank124,863$25.16M0.2%+3.7%0.025%
10/8/2025 Chesley Taft & Associates LLC6,041$1.22M0.1%-1.3%0.001%
10/8/2025 Ignite Planners LLC1,519$306K0.1%+5.5%0.000%
10/8/2025 Balefire LLC1,715$346K0.1%-4.0%0.000%
10/8/2025 Veracity Capital LLC1,264$255K0.1%-19.8%0.000%
10/7/2025 Norway Savings Bank6,434$1.30M0.6%-6.6%0.001%
10/7/2025 Defined Wealth Management LLC3,147$634K0.4%-1.7%0.001%
10/7/2025 ST Germain D J Co. Inc.1,439$290K0.0%-7.0%0.000%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.384$77K0.2%-94.4%0.000%
10/7/2025 Assenagon Asset Management S.A.15,909$3.21M0.0%-98.0%0.003%
10/7/2025 Union Bancaire Privee UBP SA39,758$8.01M0.2%-71.9%0.008%
10/7/2025 Thrive Wealth Management LLC3,601$726K0.1%+11.9%0.001%
10/7/2025 Nova Wealth Management Inc.560$113K0.1%-13.0%0.000%
10/7/2025 Oak Thistle LLC1,490$300K0.0%-89.5%0.000%
10/6/2025 Moody National Bank Trust Division12,218$2.46M0.2%+0.6%0.002%
10/6/2025 Nilsine Partners LLC5,291$1.07M0.1%+32.1%0.001%
10/3/2025 Aaron Wealth Advisors LLC3,718$749K0.0%+15.5%0.001%
10/2/2025 GAMMA Investing LLC6,228$1.26M0.1%-5.3%0.001%
10/2/2025 Bank of New Hampshire1,370$276K0.1%-4.5%0.000%
10/2/2025 Capital Asset Advisory Services LLC7,693$1.55M0.1%+44.2%0.002%
10/1/2025 Praxis Investment Management Inc.16,320$3.29M0.2%+29.2%0.003%
9/26/2025Corient Private Wealth LLC403,125$88.14M0.1%+11.5%0.082%
9/24/2025Texas Permanent School Fund Corp53,223$11.64M0.1%-17.6%0.011%
9/22/2025Caldwell Trust Co3,616$791K0.1%N/A0.001%
9/12/2025Valeo Financial Advisors LLC5,764$1.26M0.0%+5.9%0.001%
9/8/2025Alternative Investment Advisors LLC.935$204K0.1%N/A0.000%
9/4/2025Reynders McVeigh Capital Management LLC1,710$374K0.0%-3.4%0.000%
9/4/2025Osaic Holdings Inc.109,466$25.39M0.0%+149.0%0.022%
8/27/2025Orion Porfolio Solutions LLC55,502$12.14M0.1%+0.7%0.011%
8/26/2025Thrivent Financial for Lutherans191,188$41.79M0.1%-3.1%0.039%
8/26/2025MASTERINVEST Kapitalanlage GmbH8,995$1.97M0.2%N/A0.002%
8/22/2025Stance Capital LLC5,985$1.31M0.5%N/A0.001%
8/20/2025Kentucky Retirement Systems31,602$6.91M0.2%-6.2%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund13,413$2.93M0.2%-6.5%0.003%
8/19/2025B. Riley Wealth Advisors Inc.2,218$485K0.0%N/A0.000%
8/19/2025Newbridge Financial Services Group Inc.875$191K0.0%+1,007.6%0.000%
8/19/2025State of Wyoming506$111K0.0%+70.4%0.000%
8/19/2025Delos Wealth Advisors LLC148$32K0.0%N/A0.000%
8/19/2025Pitcairn Co.10,241$2.24M0.1%-14.3%0.002%
8/18/2025Tyler Stone Wealth Management1,090$238K0.0%-5.1%0.000%
8/18/2025Nomura Holdings Inc.2,739$599K0.0%-82.3%0.001%
8/18/2025Caxton Associates LLP1,854$405K0.0%N/A0.000%
8/18/2025Wellington Capital Management Inc.2,760$603K0.8%N/A0.001%
8/18/2025National Bank of Canada FI293,129$64.09M0.1%-37.7%0.060%
8/18/2025Pacific Center for Financial Services615$134K0.0%-18.1%0.000%
8/18/2025Front Row Advisors LLC9,232$2.02M0.7%-1.6%0.002%
8/16/2025Public Sector Pension Investment Board101,426$22.18M0.1%-22.8%0.021%
8/16/2025FORA Capital LLC1,754$383K0.0%-64.4%0.000%
8/16/2025Evergreen Capital Management LLC1,939$424K0.0%-3.0%0.000%
8/16/2025Headlands Technologies LLC134$29K0.0%N/A0.000%
8/15/2025CANADA LIFE ASSURANCE Co1,186,608$259.97M0.4%-1.6%0.241%
8/15/202544 Wealth Management LLC2,749$601K0.2%+4.5%0.001%
8/15/2025Tower Research Capital LLC TRC 18,290$4.00M0.1%-7.3%0.004%
8/15/2025MUFG Securities EMEA plc1,456$318K0.0%N/A0.000%
8/15/2025Howland Capital Management LLC11,682$2.55M0.1%-2.5%0.002%
8/15/2025SkyView Investment Advisors LLC5,106$1.11M0.2%-1.1%0.001%
8/15/2025Corient Private Wealth LLC403,247$88.11M0.1%+11.6%0.082%
8/15/2025Auxier Asset Management33,764$7.38M1.1%-0.6%0.007%
8/15/2025State of Tennessee Department of Treasury171,388$37.47M0.1%-4.5%0.035%
8/15/2025Captrust Financial Advisors51,459$11.25M0.0%-49.4%0.010%
8/15/2025Keel Point LLC2,442$534K0.0%+6.5%0.000%
8/15/2025Truefg LLC5,000$1.09M0.3%+42.9%0.001%
8/15/2025Vident Advisory LLC20,488$4.48M0.1%+0.2%0.004%
8/15/2025Voleon Capital Management LP7,385$1.62M0.1%-84.3%0.002%
8/15/2025Two Sigma Securities LLC8,094$1.77M0.2%N/A0.002%
8/15/2025Talisman Wealth Advisors LLC2,048$448K0.4%-2.4%0.000%
8/15/2025Scott Marsh Financial LLC2,324$508K0.2%N/A0.000%
8/15/2025Tidal Investments LLC107,482$23.50M0.1%+389.7%0.022%
8/15/2025Smartleaf Asset Management LLC6,386$1.39M0.1%-8.4%0.001%
8/15/2025Snowden Capital Advisors LLC28,237$6.17M0.2%-0.5%0.006%
8/15/2025Sompo Asset Management Co. Ltd.9,840$2.15M0.4%-17.4%0.002%
8/15/2025Sone Capital Management LLC46,853$10.24M0.9%N/A0.010%
8/15/2025Royal London Asset Management Ltd.227,401$49.72M0.1%-3.7%0.046%
8/15/2025Rafferty Asset Management LLC163,826$35.82M0.1%+1.7%0.033%
8/15/2025Onex Canada Asset Management Inc.38,291$8.37M1.0%+0.8%0.008%
8/15/2025Orion Porfolio Solutions LLC55,490$12.13M0.1%+0.7%0.011%
8/15/2025MML Investors Services LLC39,838$8.71M0.0%-20.6%0.008%
8/15/2025Man Group plc107,570$23.52M0.0%+82.8%0.022%
8/15/2025Meiji Yasuda Asset Management Co Ltd.4,906$1.07M0.1%-54.4%0.001%
8/15/2025Modern Wealth Management LLC1,067$233K0.0%-9.2%0.000%
8/15/2025Lazard Asset Management LLC2,593,291$567.00M0.8%+10.9%0.527%
8/15/2025HRT Financial LP11,820$2.58M0.0%-66.0%0.002%
8/15/2025ICONIQ Capital LLC3,308$723K0.0%+9.8%0.001%
8/15/2025IHT Wealth Management LLC2,251$492K0.0%-2.4%0.000%
8/15/2025EP Wealth Advisors LLC8,337$1.82M0.0%+0.8%0.002%
(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, 1,670 institutional investors and hedge funds held shares of Marsh & McLennan Companies. The most heavily invested institutionals were Vanguard Group Inc. ($10.09B), State Street Corp ($4.69B), FMR LLC ($4.51B), Capital International Investors ($3.87B), Capital World Investors ($3.72B), Wellington Management Group LLP ($3.13B), and Geode Capital Management LLC ($2.76B).Learn more on Marsh & McLennan Companies' 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 1,437 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: Norges Bank ($17.43M), Wellington Management Group LLP ($4.52M), Nuveen LLC ($4.26M), Amundi ($3.19M), Assenagon Asset Management S.A. ($3.08M), Price T Rowe Associates Inc. MD ($3.00M), and Valeo Financial Advisors LLC ($2.63M).

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

Institutional investors have bought a total of 73,766,496 shares in the last 24 months. This purchase volume represents approximately $16.47B in transactions.

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

Of the 776 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: Assenagon Asset Management S.A. ($2.56M), Amundi ($2.54M), T. Rowe Price Investment Management Inc. ($2.03M), Price T Rowe Associates Inc. MD ($1.62M), Mawer Investment Management Ltd. ($1.60M), Ameriprise Financial Inc. ($1.54M), and Parnassus Investments LLC ($1.48M).

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

Institutional investors have sold a total of 40,899,116 shares in the last 24 months. This volume of shares sold represents approximately $9.18B in transactions.



This page (NYSE:MMC) was last updated on 10/10/2025 by MarketBeat.com Staff
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