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Marsh & McLennan Companies (MMC) Institutional Ownership

Marsh & McLennan Companies logo
$220.15 -11.17 (-4.83%)
Closing price 04/17/2025 03:59 PM Eastern
Extended Trading
$218.38 -1.77 (-0.80%)
As of 04/17/2025 06:24 PM 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)
966
Total
Institutional Inflows
(last 12 months)
$9.29B
Number of
Institutional Sellers
(last 12 months)
641
Total
Institutional Outflows
(last 12 months)
$5.62B
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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
4/18/2025Birch Hill Investment Advisors LLC430,488$105.05M5.0%+0.1%0.087%
4/18/2025CENTRAL TRUST Co1,512$369K0.0%-4.1%0.000%
4/18/2025Insigneo Advisory Services LLC1,278$312K0.0%+6.9%0.000%
4/17/2025NBT Bank N A NY25,305$6.18M0.4%-11.7%0.005%
4/17/2025Robertson Stephens Wealth Management LLC1,454$355K0.0%N/A0.000%
4/17/2025Schaper Benz & Wise Investment Counsel Inc. WI25,481$6.22M0.5%+0.2%0.005%
4/17/2025Inscription Capital LLC1,395$340K0.1%N/A0.000%
4/17/2025JLB & Associates Inc.60,869$14.85M2.1%-4.5%0.012%
4/17/2025Grimes & Company Inc.8,936$2.18M0.1%-1.5%0.002%
4/17/2025QRG Capital Management Inc.87,880$21.45M0.2%-7.2%0.018%
4/17/2025Sagespring Wealth Partners LLC6,085$1.49M0.0%+15.9%0.001%
4/17/2025Murphy Pohlad Asset Management LLC4,645$1.13M0.5%-1.8%0.001%
4/17/2025Adero Partners LLC2,864$699K0.0%+2.0%0.001%
4/17/2025Sowell Financial Services LLC4,004$977K0.0%N/A0.001%
4/17/2025Janney Montgomery Scott LLC110,315$26.92M0.1%+0.8%0.022%
4/17/2025Mission Wealth Management LP8,624$2.10M0.1%+11.9%0.002%
4/17/2025Trust Point Inc.1,821$444K0.0%-39.4%0.000%
4/17/2025Cyndeo Wealth Partners LLC16,049$3.92M0.3%-14.7%0.003%
4/17/2025Access Financial Services Inc.6,870$1.68M0.7%+19.4%0.001%
4/17/2025Bank Pictet & Cie Europe AG211,674$51.66M1.2%+20.9%0.043%
4/17/2025Trust Co. of Toledo NA OH4,386$1.07M0.1%-2.3%0.001%
4/17/2025Mn Services Vermogensbeheer B.V.180,588$44.07M0.3%-7.3%0.037%
4/17/2025Tuttle Capital Management LLC2,530$617K2.9%+40.1%0.001%
4/17/2025Bouvel Investment Partners LLC13,473$3.01M1.2%-1.1%0.003%
4/17/2025Brighton Jones LLC10,105$2.47M0.1%+15.6%0.002%
4/17/2025Exchange Traded Concepts LLC22,766$5.56M0.1%+50.9%0.005%
4/17/2025Pinion Investment Advisors LLC841$205K0.0%N/A0.000%
4/17/2025Aries Wealth Management3,837$936K0.3%-31.5%0.001%
4/17/2025Ritholtz Wealth Management10,305$2.52M0.1%+12.5%0.002%
4/17/2025Dynamic Advisor Solutions LLC1,857$453K0.0%+5.9%0.000%
4/17/2025Missouri Trust & Investment Co3,310$808K0.3%-10.9%0.001%
4/16/2025 Dover Advisors LLC5,279$1.29M0.6%-1.8%0.001%
4/16/2025 Everpar Advisors LLC2,018$492K0.3%-7.6%0.000%
4/16/2025 Opal Wealth Advisors LLC767$187K0.1%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC103,551$25.27M0.0%+101.7%0.021%
4/16/2025 Tritonpoint Wealth LLC1,760$429K0.0%+5.0%0.000%
4/16/2025 Matauro LLC6,322$1.54M0.3%N/A0.001%
4/16/2025 Stock Yards Bank & Trust Co.122,598$29.92M1.1%-0.6%0.025%
4/16/2025 BNC Wealth Management LLC22,784$5.56M2.0%-6.9%0.005%
4/16/2025 Ipswich Investment Management Co. Inc.33,091$8.08M2.0%-1.5%0.007%
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4/16/2025 CVA Family Office LLC1,129$276K0.0%+13.4%0.000%
4/16/2025 Elevation Point Wealth Partners LLC23,199$5.66M0.5%-1.5%0.005%
4/16/2025 Defined Wealth Management LLC3,198$780K0.5%+1.5%0.001%
4/16/2025 Stanley Laman Group Ltd.1,220$298K0.0%N/A0.000%
4/16/2025 RMR Wealth Builders9,499$2.32M0.2%+10.0%0.002%
4/16/2025 NorthCrest Asset Manangement LLC1,170$285K0.0%N/A0.000%
4/16/2025 Rockland Trust Co.914$223K0.0%-36.7%0.000%
4/16/2025 Compagnie Lombard Odier SCmA104,083$25.40M0.3%+14.5%0.021%
4/16/2025 Union Bancaire Privee UBP SA118,911$28.49M0.6%+139.8%0.024%
4/16/2025 Bellecapital International Ltd.820$200K0.0%N/A0.000%
4/16/2025 Mogy Joel R Investment Counsel Inc.20,728$5.06M0.3%+109.2%0.004%
4/16/2025 McElhenny Sheffield Capital Management LLC2,059$502K0.2%N/A0.000%
4/16/2025 Ferguson Wellman Capital Management Inc.5,828$1.42M0.0%-5.4%0.001%
4/15/2025 Kelly Financial Services LLC919$224K0.1%N/A0.000%
4/15/2025 Net Worth Advisory Group3,944$962K0.3%+27.3%0.001%
4/15/2025 Members Wealth LLC1,243$303K0.2%-17.4%0.000%
4/15/2025 Sapient Capital LLC1,049$256K0.0%-12.8%0.000%
4/15/2025 Braun Bostich & Associates Inc.1,281$313K0.2%+5.5%0.000%
4/15/2025 Fifth Third Bancorp206,262$50.33M0.2%-13.9%0.042%
4/15/2025 Simon Quick Advisors LLC2,898$707K0.0%+29.5%0.001%
4/15/2025 Baker Ellis Asset Management LLC3,788$924K0.1%+61.3%0.001%
4/15/2025 Donaldson Capital Management LLC252,203$61.55M2.3%+2.6%0.051%
4/15/2025 USA Financial Formulas1,809$441K0.1%+82.2%0.000%
4/15/2025 CX Institutional34,852$8.51M0.3%+5.0%0.007%
4/15/2025 Assenagon Asset Management S.A.15,748$3.84M0.0%-98.6%0.003%
4/15/2025 MV Capital Management Inc.1,046$255K0.0%+134.5%0.000%
4/15/2025 Integrated Advisors Network LLC5,349$1.31M0.1%+10.4%0.001%
4/15/2025 Trueblood Wealth Management LLC1,311$320K0.1%+24.4%0.000%
4/15/2025 Handelsbanken Fonder AB186,235$45.45M0.2%-2.8%0.038%
4/15/2025 Sanibel Captiva Trust Company Inc.42,956$10.48M0.3%+985.8%0.009%
4/15/2025 SG Americas Securities LLC113,016$27.58M0.1%+3,146.7%0.023%
4/15/2025 Avanza Fonder AB36,099$8.80M0.3%-6.4%0.007%
4/15/2025 First National Bank of Mount Dora Trust Investment Services17,292$4.22M1.0%-30.5%0.004%
4/15/2025 Accurate Wealth Management LLC14,086$3.29M0.6%-1.0%0.003%
4/15/2025 Simplicity Wealth LLC7,129$1.74M0.1%+399.9%0.001%
4/15/2025 West Paces Advisors Inc.5,409$1.32M0.3%+2.8%0.001%
4/15/2025 GAMMA Investing LLC6,211$1.52M0.1%+32.0%0.001%
4/15/2025 Wealthcare Advisory Partners LLC10,250$2.50M0.1%-0.4%0.002%
4/14/2025 Yousif Capital Management LLC68,002$16.60M0.2%-0.7%0.014%
4/14/2025 Parisi Gray Wealth Management3,881$947K0.3%N/A0.001%
4/14/2025 Pallas Capital Advisors LLC3,343$816K0.0%+105.6%0.001%
4/14/2025 Farther Finance Advisors LLC3,914$955K0.0%-5.4%0.001%
4/14/2025 City Holding Co.150$37K0.0%N/A0.000%
4/14/2025 Daymark Wealth Partners LLC1,225$299K0.0%-32.2%0.000%
4/14/2025 CHICAGO TRUST Co NA851$208K0.0%N/A0.000%
4/14/2025 Portside Wealth Group LLC1,275$311K0.0%N/A0.000%
4/14/2025 Moss Adams Wealth Advisors LLC1,050$256K0.0%-8.9%0.000%
4/14/2025 Baldwin Wealth Partners LLC MA847$207K0.0%N/A0.000%
4/14/2025 Courier Capital LLC10,860$2.65M0.2%+48.2%0.002%
4/14/2025 First Citizens Bank & Trust Co.14,942$3.65M0.1%-5.0%0.003%
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4/14/2025 Capital Investment Advisors LLC113,378$27.67M0.5%+3,623.4%0.023%
4/14/2025 Bennett Selby Investments LP36,437$8.89M3.5%-0.3%0.007%
4/14/2025 OLD National Bancorp IN1,248$305K0.0%N/A0.000%
4/14/2025 Miracle Mile Advisors LLC13,172$3.21M0.1%+3.0%0.003%
4/14/2025 RDA Financial Network1,839$449K0.1%+3.8%0.000%
4/14/2025 Wedmont Private Capital7,833$1.83M0.1%+5.4%0.002%
4/14/2025 UMB Bank n.a.38,756$9.46M0.2%+1,978.1%0.008%
4/14/2025 Sivia Capital Partners LLC1,239$302K0.1%+8.4%0.000%
4/11/2025 Gateway Investment Advisers LLC3,235$789K0.0%+3.7%0.001%
4/11/2025 Stokes Capital Advisors LLC39,194$9.57M2.4%+3.2%0.008%
(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, 1,567 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 1,350 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 152,987,430 shares in the last 24 months. This purchase volume represents approximately $29.82B in transactions.

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

Of the 916 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. ($3.08M), 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 Deutsche Bank AG ($983.76K).

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

Institutional investors have sold a total of 51,588,472 shares in the last 24 months. This volume of shares sold represents approximately $10.31B in transactions.



This page (NYSE:MMC) was last updated on 4/18/2025 by MarketBeat.com Staff
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