Marsh & McLennan Companies (MMC) Institutional Ownership

$217.97

+1.91 (+0.88%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 87.99%
Number of Institutional Buyers (last 12 months): 827
Total Institutional Inflows (last 12 months): $6.19B

Number of Institutional Sellers (last 12 months): 596
Total Institutional Outflows (last 12 months): $4.62B

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MMC Institutional Buying and Selling by Quarter

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Marsh & McLennan Companies Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Kintegral Advisory LLC	16,428	$3.46M	0.3%	-40.1%	0.003%
7/26/2024	Lester Murray Antman dba SimplyRich	5,827	$1.23M	0.4%	+0.9%	0.001%
7/26/2024	Conning Inc.	21,738	$4.58M	0.2%	+497.5%	0.004%
7/26/2024	K.J. Harrison & Partners Inc	10,000	$2.11M	0.3%	-16.7%	0.002%
7/26/2024	McClarren Financial Advisors Inc.	210	$44K	0.0%	-36.0%	0.000%
7/26/2024	Harbour Investments Inc.	1,222	$258K	0.0%	+21.2%	0.000%
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7/26/2024	Cambridge Investment Research Advisors Inc.	10,635	$2.24M	0.0%	-9.4%	0.002%
7/26/2024	Atomi Financial Group Inc.	2,847	$600K	0.0%	+54.4%	0.001%
7/26/2024	Signature Estate & Investment Advisors LLC	1,345	$283K	0.0%	N/A	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	145,640	$30.69M	0.0%	-19.9%	0.030%
7/26/2024	State of Michigan Retirement System	143,175	$30.17M	0.2%	+0.2%	0.029%
7/26/2024	Callan Family Office LLC	1,378	$290K	0.1%	N/A	0.000%
7/26/2024	SlateStone Wealth LLC	1,573	$332K	0.0%	+18.8%	0.000%
7/26/2024	Bank of New York Mellon Corp	3,308,504	$697.17M	0.1%	-3.3%	0.673%
7/26/2024	Catalyst Financial Partners LLC	1,571	$331K	0.1%	+6.1%	0.000%
7/26/2024	Bristlecone Advisors LLC	951	$200K	0.0%	-14.2%	0.000%
7/25/2024	MinichMacGregor Wealth Management LLC	36,705	$7.74M	1.9%	+13.9%	0.007%
7/25/2024	Hills Bank & Trust Co	10,063	$2.12M	0.2%	+1.3%	0.002%
7/25/2024	Raymond James Trust N.A.	9,651	$2.03M	0.0%	-8.7%	0.002%
7/25/2024	Calamos Advisors LLC	264,984	$55.84M	0.2%	-6.4%	0.054%
7/25/2024	AMG National Trust Bank	4,303	$907K	0.0%	+2.1%	0.001%
7/25/2024	Calamos Wealth Management LLC	39,087	$8.24M	0.4%	+1.7%	0.008%
7/25/2024	Independence Bank of Kentucky	841	$177K	0.0%	+13.8%	0.000%
7/25/2024	Aries Wealth Management	5,607	$1.18M	0.4%	-5.7%	0.001%
7/25/2024	Pinnacle Wealth Management Advisory Group LLC	4,638	$977K	0.1%	-4.6%	0.001%
7/25/2024	Fullcircle Wealth LLC	5,090	$1.11M	0.5%	N/A	0.001%
7/25/2024	Red Cedar Investment Management LLC	17,521	$3.69M	0.5%	-17.6%	0.004%
7/25/2024	Destination Wealth Management	971	$205K	0.0%	-8.1%	0.000%
7/25/2024	Mn Services Vermogensbeheer B.V.	194,888	$41.07M	0.3%	-2.3%	0.040%
7/24/2024	Family Firm Inc.	794	$167K	0.0%	N/A	0.000%
7/24/2024	White Pine Investment CO	3,900	$822K	0.2%	N/A	0.001%
7/24/2024	Tower Bridge Advisors	2,129	$449K	0.0%	-8.6%	0.000%
7/24/2024	Retirement Systems of Alabama	108,691	$22.90M	0.1%	+0.1%	0.022%
7/24/2024	Horizon Bancorp Inc. IN	1,010	$213K	0.1%	+26.6%	0.000%
7/24/2024	Quotient Wealth Partners LLC	4,022	$848K	0.0%	+81.3%	0.001%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	293,265	$61.80M	0.7%	+8.3%	0.060%
7/24/2024	Premier Path Wealth Partners LLC	2,662	$561K	0.1%	-1.8%	0.001%
7/24/2024	Catalina Capital Group LLC	2,149	$453K	0.2%	+9.1%	0.000%
7/24/2024	Mcrae Capital Management Inc.	2,899	$611K	0.1%	+7.3%	0.001%
7/24/2024	Cornerstone Wealth Group LLC	1,210	$255K	0.0%	+7.7%	0.000%
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7/24/2024	New York State Teachers Retirement System	391,301	$82.46M	0.2%	-7.2%	0.080%
7/24/2024	My Legacy Advisors LLC	2,659	$560K	0.2%	N/A	0.001%
7/24/2024	Louisiana State Employees Retirement System	27,900	$5.88M	0.1%	-2.4%	0.006%
7/24/2024	&PARTNERS	8,872	$1.86M	0.1%	+486.8%	0.002%
7/23/2024	Harbour Trust & Investment Management Co	60,532	$12.76M	1.5%	+0.3%	0.012%
7/23/2024	Courier Capital LLC	9,048	$1.91M	0.2%	-3.8%	0.002%
7/23/2024	Rockland Trust Co.	2,004	$422K	0.0%	+70.6%	0.000%
7/23/2024	United Bank	6,266	$1.32M	0.7%	+2.1%	0.001%
7/23/2024	Eads & Heald Wealth Management	2,534	$534K	0.3%	-3.4%	0.001%
7/23/2024	Busey Bank	1,330	$280K	0.0%	-9.0%	0.000%
7/23/2024	Vicus Capital	1,285	$271K	0.0%	+9.8%	0.000%
7/23/2024	Essex LLC	23,192	$4.89M	1.1%	-2.0%	0.005%
7/23/2024	Fifth Third Wealth Advisors LLC	4,478	$944K	0.1%	N/A	0.001%
7/23/2024	Crescent Grove Advisors LLC	1,092	$230K	0.0%	-13.4%	0.000%
7/23/2024	Prossimo Advisors LLC	1,732	$365K	0.3%	N/A	0.000%
7/22/2024	Iron Horse Wealth Management LLC	195	$41K	0.0%	+712.5%	0.000%
7/22/2024	Atria Wealth Solutions Inc.	8,856	$1.87M	0.0%	+4.3%	0.002%
7/22/2024	Aaron Wealth Advisors LLC	2,740	$577K	0.1%	+25.5%	0.001%
7/22/2024	Fifth Third Bancorp	251,674	$53.03M	0.2%	-7.9%	0.051%
7/22/2024	Reliant Investment Management LLC	24,409	$5.14M	2.4%	+0.5%	0.005%
7/22/2024	Running Oak Capital LLC	46,916	$9.89M	1.8%	-10.5%	0.010%
7/22/2024	Commerzbank Aktiengesellschaft FI	1,980	$418K	0.0%	+7.0%	0.000%
7/22/2024	Chevy Chase Trust Holdings LLC	269,738	$56.84M	0.2%	-1.4%	0.055%
7/22/2024	Hobbs Group Advisors LLC	256	$54K	0.0%	N/A	0.000%
7/22/2024	Walter Public Investments Inc.	107,687	$22.69M	3.6%	+14.2%	0.022%
7/22/2024	West Coast Financial LLC	66,111	$13.93M	1.7%	+0.9%	0.013%
7/22/2024	Carnegie Investment Counsel	89,709	$18.90M	0.6%	+3.9%	0.018%
7/22/2024	Pallas Capital Advisors LLC	1,194	$260K	0.0%	+13.8%	0.000%
7/22/2024	Dakota Wealth Management	3,828	$807K	0.0%	-2.6%	0.001%
7/22/2024	Ninety One UK Ltd	900,747	$189.81M	0.5%	-2.0%	0.183%
7/20/2024	First Citizens Bank & Trust Co.	16,707	$3.52M	0.1%	+2.8%	0.003%
7/20/2024	First Horizon Advisors Inc.	567	$120K	0.0%	+14.3%	0.000%
7/20/2024	Continuum Advisory LLC	801	$169K	0.0%	+60.2%	0.000%
7/20/2024	Raymond James Financial Services Advisors Inc.	63,192	$13.32M	0.0%	+15.4%	0.013%
7/20/2024	Apollon Wealth Management LLC	60,267	$12.70M	0.4%	+2.9%	0.012%
7/20/2024	Nisa Investment Advisors LLC	156,262	$32.93M	0.2%	-1.9%	0.032%
7/19/2024	MONECO Advisors LLC	962	$203K	0.0%	N/A	0.000%
7/19/2024	Western Wealth Management LLC	4,316	$909K	0.1%	+3.3%	0.001%
7/19/2024	Chesley Taft & Associates LLC	7,391	$1.56M	0.1%	-2.9%	0.002%
7/19/2024	Stokes Capital Advisors LLC	37,376	$7.88M	2.2%	+6.1%	0.008%
7/19/2024	WestHill Financial Advisors Inc.	2,098	$442K	0.1%	-33.7%	0.000%
7/19/2024	Marshall Financial Group LLC	4,747	$1M	0.3%	+7.2%	0.001%
7/19/2024	Raymond James & Associates	925,411	$195.00M	0.1%	+2.6%	0.188%
7/19/2024	OFI Invest Asset Management	2,586	$508K	0.0%	+982.0%	0.001%
7/19/2024	Boston Trust Walden Corp	257,952	$54.36M	0.4%	-5.2%	0.052%
7/19/2024	TCW Group Inc.	11,352	$2.39M	0.0%	+2.4%	0.002%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	1,162,365	$244.93M	0.2%	-6.7%	0.236%
7/19/2024	Sumitomo Life Insurance Co.	13,859	$2.92M	0.1%	-0.7%	0.003%
7/19/2024	Tyche Wealth Partners LLC	1,356	$286K	0.1%	-24.5%	0.000%
7/19/2024	Everpar Advisors LLC	2,204	$464K	0.2%	+37.1%	0.000%
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7/19/2024	Gladius Capital Management LP	2,429	$512K	0.1%	N/A	0.000%
7/18/2024	Blue Trust Inc.	17,470	$3.60M	0.0%	+15.5%	0.004%
7/18/2024	Outlook Wealth Advisors LLC	1,624	$342K	0.1%	N/A	0.000%
7/18/2024	Sawgrass Asset Management LLC	46,334	$9.76M	1.1%	-1.7%	0.009%
7/18/2024	Dupont Capital Management Corp	45,873	$9.67M	0.8%	-18.4%	0.009%
7/18/2024	Miracle Mile Advisors LLC	13,544	$2.85M	0.1%	-0.5%	0.003%
7/18/2024	JLB & Associates Inc.	67,616	$14.25M	1.9%	-0.9%	0.014%
7/18/2024	Kessler Investment Group LLC	2,538	$535K	0.3%	+4.6%	0.001%
7/18/2024	Triad Wealth Partners LLC	865	$182K	0.1%	N/A	0.000%
7/18/2024	Assenagon Asset Management S.A.	693,087	$146.05M	0.3%	+4,991.4%	0.141%

(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, 1,380 institutional investors and hedge funds held shares of Marsh & McLennan Companies. The most heavily invested institutionals were Vanguard Group Inc. ($9.05B), BlackRock Inc. ($7.24B), Capital International Investors ($4.11B), State Street Corp ($4.01B), FMR LLC ($3.70B), Capital World Investors ($3.55B), 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 1,180 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 ($5.53M), Parnassus Investments LLC ($4.16M), Price T Rowe Associates Inc. MD ($4.09M), Bishop Rock Capital L.P. ($3.64M), Clearbridge Investments LLC ($2.53M), 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 145,756,978 shares in the last 24 months. This purchase volume represents approximately $26.48B in transactions.
Which Marsh & McLennan Companies major shareholders have been selling company stock?: Of the 828 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 ($2.37M), State Street Corp ($1.88M), Primecap Management Co. CA ($1.49M), Diamond Hill Capital Management Inc. ($1.43M), Public Employees Retirement Association of Colorado ($1.38M), and Assenagon Asset Management S.A. ($1.31M).
How much institutional selling is happening at Marsh & McLennan Companies?: Institutional investors have sold a total of 59,724,374 shares in the last 24 months. This volume of shares sold represents approximately $10.22B in transactions.