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Marsh & McLennan Companies (MMC) Institutional Ownership

Marsh & McLennan Companies logo
$224.11 -1.36 (-0.60%)
Closing price 03:59 PM Eastern
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$225.05 +0.94 (+0.42%)
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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)
978
Total
Institutional Inflows
(last 12 months)
$9.76B
Number of
Institutional Sellers
(last 12 months)
652
Total
Institutional Outflows
(last 12 months)
$5.79B
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MMC Institutional Buying and Selling by Quarter

Marsh & McLennan Companies Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Park Square Financial Group LLC329$80K0.1%-48.5%0.000%
5/1/2025Xponance Inc.78,179$19.08M0.2%+1.0%0.016%
4/30/2025Cerity Partners LLC260,963$63.68M0.1%+107.7%0.053%
4/30/2025Narus Financial Partners LLC895$218K0.1%N/A0.000%
4/30/2025Alps Advisors Inc.81,606$19.91M0.1%+0.8%0.017%
4/30/2025Allworth Financial LP3,822$933K0.0%-1.9%0.001%
4/30/2025Aurdan Capital Management LLC39,283$9.59M3.6%-7.7%0.008%
4/30/2025Leavell Investment Management Inc.4,543$1.11M0.1%-1.4%0.001%
4/30/2025Quotient Wealth Partners LLC3,626$885K0.0%-3.5%0.001%
4/30/2025Bridges Investment Management Inc.75,274$18.37M0.3%+52.4%0.015%
4/30/2025Nisa Investment Advisors LLC180,237$43.98M0.2%+0.5%0.037%
4/30/2025Topsail Wealth Management LLC1,025$250K0.1%N/A0.000%
4/30/2025Banque Pictet & Cie SA231,586$56.51M0.5%+11.2%0.047%
4/30/2025Axxcess Wealth Management LLC15,756$3.85M0.1%-26.9%0.003%
4/30/2025New Mexico Educational Retirement Board22,941$5.60M0.2%-2.1%0.005%
4/30/2025Court Place Advisors LLC1,248$305K0.1%+4.0%0.000%
4/30/2025Rehmann Capital Advisory Group1,507$368K0.0%+4.9%0.000%
4/30/2025Cornerstone Planning Group LLC310$76K0.0%+124.6%0.000%
4/30/2025Dogwood Wealth Management LLC2,948$719K0.4%+13.9%0.001%
4/30/2025Greenleaf Trust10,716$2.62M0.0%+4.9%0.002%
4/30/2025DekaBank Deutsche Girozentrale1,175,283$280.07M0.5%-1.5%0.239%
4/30/2025Opus Capital Group LLC1,926$470K0.1%+2.6%0.000%
4/30/2025Valeo Financial Advisors LLC5,442$1.33M0.0%-1.4%0.001%
4/30/2025Stratos Wealth Partners LTD.2,007$490K0.0%-34.3%0.000%
4/30/2025M&T Bank Corp46,639$11.38M0.0%+2.8%0.009%
4/30/2025Stratos Wealth Advisors LLC1,768$432K0.0%+4.9%0.000%
4/30/2025Stratos Investment Management LLC1,209$295K0.0%-19.4%0.000%
4/30/2025Geneva Partners LLC19,148$4.67M2.4%N/A0.004%
4/30/2025Walter Public Investments Inc.119,126$29.07M5.4%+5.5%0.024%
4/30/2025Brown Advisory Inc.68,944$16.82M0.0%-0.3%0.014%
4/30/2025Ninety One SA PTY Ltd3,254$795K0.1%N/A0.001%
4/30/2025Ninety One UK Ltd2,370,678$578.52M1.6%+153.6%0.481%
4/30/2025Ninety One North America Inc.66,677$16.27M1.1%N/A0.014%
4/30/2025Capital Management Associates Inc840$205K0.0%N/A0.000%
4/30/2025Beverly Hills Private Wealth LLC7,146$1.74M0.3%-3.5%0.001%
4/30/2025Crossmark Global Holdings Inc.41,202$10.06M0.2%+1.7%0.008%
4/30/2025Washington Trust Bank67,589$16.49M1.7%+7.4%0.014%
4/30/2025Fullcircle Wealth LLC5,245$1.28M0.5%+2.9%0.001%
4/29/2025 U.S. Capital Wealth Advisors LLC948$231K0.0%N/A0.000%
4/29/2025 Brass Tax Wealth Management Inc.8,576$2.09M0.4%-2.1%0.002%
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4/29/2025 Financial Counselors Inc.4,074$994K0.0%+39.8%0.001%
4/29/2025 Raleigh Capital Management Inc.421$103K0.0%-36.2%0.000%
4/29/2025 TD Private Client Wealth LLC8,753$2.14M0.1%+1.6%0.002%
4/29/2025 Envestnet Asset Management Inc.1,241,197$302.89M0.1%+1.4%0.252%
4/29/2025 Hexagon Capital Partners LLC2,121$518K0.1%+12.5%0.000%
4/29/2025 Drake & Associates LLC7,846$1.92M0.5%+25.9%0.002%
4/29/2025 Penserra Capital Management LLC7,136$1.74M0.0%+101.4%0.001%
4/29/2025 US Asset Management LLC6,847$1.67M1.6%+23.1%0.001%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.21,685$5.29M0.3%-2.1%0.004%
4/29/2025 Tradewinds LLC.1,918$468K0.1%-3.0%0.000%
4/29/2025 Burke & Herbert Bank & Trust Co.928$226K0.1%N/A0.000%
4/29/2025 Concurrent Investment Advisors LLC11,142$2.72M0.1%+40.5%0.002%
4/29/2025 Bank of New York Mellon Corp3,266,886$797.22M0.2%-0.6%0.663%
4/29/2025 World Investment Advisors19,868$4.85M0.1%+9.0%0.004%
4/29/2025 Truist Financial Corp360,865$88.06M0.1%-1.4%0.073%
4/29/2025 Mills Wealth Advisors LLC895$218K0.1%N/A0.000%
4/29/2025 Impax Asset Management Group plc440,881$106.44M0.6%-71.6%0.089%
4/29/2025 Strategic Blueprint LLC3,581$874K0.0%-8.8%0.001%
4/29/2025 Kintegral Advisory LLC10,394$2.54M0.4%-32.9%0.002%
4/29/2025 Catalyst Capital Advisors LLC1,053$257K0.0%+45.0%0.000%
4/29/2025 IFM Investors Pty Ltd96,686$21.57M0.2%+9.1%0.020%
4/29/2025 OneDigital Investment Advisors LLC17,238$4.21M0.0%-13.5%0.003%
4/29/2025 Hartline Investment Corp9,742$2.38M0.3%-20.6%0.002%
4/29/2025 44 Wealth Management LLC2,631$642K0.2%-4.3%0.001%
4/29/2025 Calamos Wealth Management LLC52,736$12.87M0.6%+1.2%0.011%
4/29/2025 Calamos Advisors LLC276,184$67.40M0.3%+4.5%0.056%
4/29/2025 Conning Inc.17,833$4.35M0.2%-14.9%0.004%
4/29/2025 Checchi Capital Advisers LLC6,444$1.57M0.1%+1.5%0.001%
4/28/2025 TKG Advisors LLC10,231$2.50M1.2%-2.8%0.002%
4/28/2025 D.A. Davidson & CO.4,772$1.17M0.0%-13.0%0.001%
4/28/2025 Principal Financial Group Inc.840,293$205.06M0.1%+0.4%0.171%
4/28/2025 Mutual Advisors LLC3,569$871K0.0%+15.4%0.001%
4/28/2025 Oregon Public Employees Retirement Fund42,243$10.31M0.2%+0.4%0.009%
4/28/2025 Resonant Capital Advisors LLC1,477$360K0.0%+17.3%0.000%
4/28/2025 Teacher Retirement System of Texas203,676$49.70M0.2%-38.4%0.041%
4/28/2025 First Horizon Advisors Inc.715$175K0.0%+20.0%0.000%
4/28/2025 Revisor Wealth Management LLC1,329$324K0.1%N/A0.000%
4/28/2025 Elmwood Wealth Management Inc.5,722$1.40M0.6%-6.4%0.001%
4/28/2025 Private Trust Co. NA11,982$2.92M0.3%-4.5%0.002%
4/28/2025 Alley Investment Management Company LLC830$203K0.0%N/A0.000%
4/28/2025 Aaron Wealth Advisors LLC3,288$802K0.1%+7.8%0.001%
4/28/2025 FSM Wealth Advisors LLC1,673$408K0.1%+11.7%0.000%
4/28/2025 Bancreek Capital Management LP16,538$4.04M6.0%-39.7%0.003%
4/28/2025 Harbour Trust & Investment Management Co60,935$14.87M1.8%-0.4%0.012%
4/28/2025 PICTET BANK & TRUST Ltd8,395$2.05M2.5%+25.4%0.002%
4/28/2025 Keybank National Association OH22,576$5.51M0.0%-1.7%0.005%
4/28/2025 Rossby Financial LCC3,918$956K0.4%+14.9%0.001%
4/28/2025 DAVENPORT & Co LLC100,875$24.62M0.1%+10.8%0.020%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd108,680$26.52M0.3%+23.9%0.022%
4/28/2025 Vontobel Holding Ltd.47,455$11.58M0.0%+67.2%0.010%
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4/25/2025 Mather Group LLC.2,170$530K0.0%-2.4%0.000%
4/25/2025 Heritage Investment Group Inc.941$230K0.0%N/A0.000%
4/25/2025 Alta Advisers Ltd2,278$556K0.2%+44.4%0.000%
4/25/2025 Benchmark Financial Wealth Advisors LLC1,188$290K0.1%-5.2%0.000%
4/25/2025 Deseret Mutual Benefit Administrators1,548$378K0.2%+3.4%0.000%
4/25/2025 CHURCHILL MANAGEMENT Corp30,963$7.56M0.1%-2.7%0.006%
4/25/2025 Smith Salley Wealth Management2,649$646K0.0%+25.5%0.001%
4/25/2025 G&S Capital LLC11,624$2.84M1.2%-8.6%0.002%
4/25/2025 Essex LLC19,170$4.68M1.0%-7.8%0.004%
4/25/2025 Franklin Parlapiano Turner & Welch LLC33,834$8.26M2.2%N/A0.007%
(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, 1,586 institutional investors and hedge funds held shares of Marsh & McLennan Companies. The most heavily invested institutionals were Vanguard Group Inc. ($9.50B), BlackRock Inc. ($7.24B), State Street Corp ($4.67B), FMR LLC ($4.51B), Capital International Investors ($3.87B), Capital World Investors ($3.72B), and Geode Capital Management LLC ($2.55B).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 1,361 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 ($74.90M), Norges Bank ($11.35M), Price T Rowe Associates Inc. MD ($3.45M), Assenagon Asset Management S.A. ($2.66M), Alphinity Investment Management Pty Ltd ($2.06M), Stifel Financial Corp ($1.88M), and Amundi ($1.82M).

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

Institutional investors have bought a total of 154,998,660 shares in the last 24 months. This purchase volume represents approximately $30.35B in transactions.

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

Of the 929 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: Wellington Management Group LLP ($3.15M), Assenagon Asset Management S.A. ($2.66M), T. Rowe Price Investment Management Inc. ($2.03M), Massachusetts Financial Services Co. MA ($1.46M), Mawer Investment Management Ltd. ($1.42M), Public Employees Retirement Association of Colorado ($1.38M), and Impax Asset Management Group plc ($1.37M).

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

Institutional investors have sold a total of 51,894,300 shares in the last 24 months. This volume of shares sold represents approximately $10.48B in transactions.


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This page (NYSE:MMC) was last updated on 5/1/2025 by MarketBeat.com Staff
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