S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Stock market today: Wall Street rises in premarket as bond markets stabilize and earnings roll in
Abbott Laboratories Outlook is Healthy: Buy the Dip
Predicting a Bear Market: 7 Signs and Why it's Tough to Do
Closing prices for crude oil, gold and other commodities
United Airlines Soars on Earnings Beat
CSX profit drops 10% despite railroad delivering 3% more freight in first quarter
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Stock market today: Wall Street rises in premarket as bond markets stabilize and earnings roll in
Abbott Laboratories Outlook is Healthy: Buy the Dip
Predicting a Bear Market: 7 Signs and Why it's Tough to Do
Closing prices for crude oil, gold and other commodities
United Airlines Soars on Earnings Beat
CSX profit drops 10% despite railroad delivering 3% more freight in first quarter
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Stock market today: Wall Street rises in premarket as bond markets stabilize and earnings roll in
Abbott Laboratories Outlook is Healthy: Buy the Dip
Predicting a Bear Market: 7 Signs and Why it's Tough to Do
Closing prices for crude oil, gold and other commodities
United Airlines Soars on Earnings Beat
CSX profit drops 10% despite railroad delivering 3% more freight in first quarter
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Stock market today: Wall Street rises in premarket as bond markets stabilize and earnings roll in
Abbott Laboratories Outlook is Healthy: Buy the Dip
Predicting a Bear Market: 7 Signs and Why it's Tough to Do
Closing prices for crude oil, gold and other commodities
United Airlines Soars on Earnings Beat
CSX profit drops 10% despite railroad delivering 3% more freight in first quarter

Marsh & McLennan Companies (MMC) Institutional Ownership

$197.62
+1.33 (+0.68%)
(As of 04/17/2024 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)
890
Total
Institutional Inflows
(last 12 months)
$21.54B
Number of
Institutional Sellers
(last 12 months)
645
Total
Institutional Outflows
(last 12 months)
$5.88B
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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
4/18/2024Breakwater Capital Group1,438$296K0.1%N/A0.000%
4/18/2024Optas LLC1,880$387K0.1%+2.9%0.000%
4/17/2024Dumont & Blake Investment Advisors LLC9,855$2.03M0.6%+0.7%0.002%
4/17/2024Trilogy Capital Inc.1,360$280K0.0%N/A0.000%
4/17/2024Red Door Wealth Management LLC4,538$935K0.2%+15.2%0.001%
4/17/2024Cornerstone Wealth Group LLC1,123$231K0.0%N/A0.000%
4/17/2024Merrion Investment Management Co LLC2,031$418K0.3%+32.7%0.000%
4/17/2024New Mexico Educational Retirement Board29,341$6.04M0.2%+14.0%0.006%
4/17/2024Founders Financial Securities LLC3,103$639K0.1%+6.4%0.001%
4/17/2024Town & Country Bank & Trust CO dba First Bankers Trust CO18,247$3.76M1.6%+0.8%0.004%
4/17/2024Vicus Capital1,170$241K0.0%N/A0.000%
4/17/2024Baker Ellis Asset Management LLC1,412$291K0.0%N/A0.000%
4/17/2024Criterion Capital Advisors LLC4,663$961K0.6%-2.4%0.001%
4/16/2024Reliant Investment Management LLC24,294$5.00M2.3%+831.2%0.005%
4/16/2024Occidental Asset Management LLC16,291$3.36M0.6%+6.4%0.003%
4/16/2024Avity Investment Management Inc.200,843$41.37M3.4%+0.8%0.041%
4/16/2024Astoria Portfolio Advisors LLC.1,063$210K0.1%N/A0.000%
4/16/2024Norway Savings Bank6,166$1.27M0.5%+6.0%0.001%
4/16/2024Kathmere Capital Management LLC4,576$943K0.1%+16.8%0.001%
4/16/2024Capital Asset Advisory Services LLC11,643$2.39M0.1%+8.2%0.002%
4/16/2024Indiana Trust & Investment Management CO120$25K0.0%N/A0.000%
4/16/2024Courier Capital LLC9,402$1.94M0.1%-2.2%0.002%
4/16/2024Buckley Wealth Management LLC3,273$674K0.2%-2.8%0.001%
4/16/2024Stokes Capital Advisors LLC35,227$7.26M2.1%+1.3%0.007%
4/16/2024Lockerman Financial Group Inc.1,138$234K0.4%N/A0.000%
4/16/2024Bouvel Investment Partners LLC13,422$2.77M1.2%-0.9%0.003%
4/16/2024Wealth Enhancement Advisory Services LLC54,237$11.17M0.0%+18.5%0.011%
4/15/2024Wealthcare Advisory Partners LLC8,841$1.82M0.1%+1.1%0.002%
4/15/2024G&S Capital LLC13,333$2.75M1.2%N/A0.003%
4/15/2024RMR Wealth Builders8,674$1.79M0.2%-2.0%0.002%
4/15/2024IAM Advisory LLC7,727$1.59M0.4%N/A0.002%
4/15/2024West Paces Advisors Inc.5,144$1.06M0.3%-9.1%0.001%
4/12/2024 West Coast Financial LLC65,532$13.50M1.6%+0.1%0.013%
4/12/2024 Mechanics Bank Trust Department18,441$3.80M0.6%-0.8%0.004%
4/12/2024 Annex Advisory Services LLC56,149$11.57M0.4%+1.8%0.011%
4/12/2024 Gateway Investment Advisers LLC3,787$780K0.0%-4.8%0.001%
4/12/2024 Austin Private Wealth LLC1,166$237K0.0%N/A0.000%
4/12/2024 Global Assets Advisory LLC13,049$2.69M0.0%N/A0.003%
4/12/2024 AdvisorNet Financial Inc1,844$380K0.0%+3.8%0.000%
4/12/2024 Northwest Investment Counselors LLC15,861$3.27M0.8%-1.0%0.003%
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4/12/2024 Anderson Hoagland & Co.1,280$258K0.0%N/A0.000%
4/11/2024 Fort Pitt Capital Group LLC83,799$17.26M0.5%-8.8%0.017%
4/11/2024 Ballentine Partners LLC7,719$1.59M0.0%-0.9%0.002%
4/11/2024 RDA Financial Network1,762$363K0.1%+3.1%0.000%
4/11/2024 Contravisory Investment Management Inc.40,140$8.27M1.8%-1.5%0.008%
4/11/2024 &PARTNERS1,512$311K0.0%N/A0.000%
4/11/2024 Matthew Goff Investment Advisor LLC3,749$772K0.2%-3.6%0.001%
4/11/2024 Running Oak Capital LLC52,407$10.80M1.7%+11.7%0.011%
4/11/2024 Rockland Trust Co.1,175$242K0.0%-6.2%0.000%
4/11/2024 Bennett Selby Investments LP36,489$7.52M3.2%-0.3%0.007%
4/11/2024 Gulf International Bank UK Ltd40,996$8.44M0.2%+0.8%0.008%
4/11/2024 CHURCHILL MANAGEMENT Corp32,625$6.72M0.1%-0.5%0.007%
4/11/2024 First Affirmative Financial Network1,582$326K0.2%+31.2%0.000%
4/11/2024 RFG Advisory LLC1,583$326K0.0%+18.1%0.000%
4/10/2024 Marcum Wealth LLC1,268$261K0.0%+8.7%0.000%
4/10/2024 Aprio Wealth Management LLC1,994$411K0.1%+5.6%0.000%
4/10/2024 Park Avenue Securities LLC13,296$2.74M0.0%+2.5%0.003%
4/10/2024 American National Bank854$176K0.0%+1,756.5%0.000%
4/10/2024 Sunflower Bank N.A.1,020$210K0.0%N/A0.000%
4/10/2024 Bank of New Hampshire2,111$435K0.1%-6.6%0.000%
4/10/2024 First National Bank of Mount Dora Trust Investment Services23,643$4.87M1.2%+7.9%0.005%
4/10/2024 Wedmont Private Capital6,816$1.39M0.1%+0.9%0.001%
4/10/2024 Banque Cantonale Vaudoise14,060$2.90M0.1%+68.2%0.003%
4/10/2024 Enterprise Bank & Trust Co9,618$1.98M0.7%-3.9%0.002%
4/10/2024 Bruce G. Allen Investments LLC706$145K0.1%+10.3%0.000%
4/10/2024 US Asset Management LLC5,937$1.22M1.1%-1.3%0.001%
4/10/2024 Czech National Bank86,568$17.83M0.2%+0.2%0.018%
4/10/2024 Fulton Bank N.A.4,179$861K0.0%-2.2%0.001%
4/9/2024 Richard P Slaughter Associates Inc1,000$206K0.0%N/A0.000%
4/9/2024 Alaska Permanent Fund Corp70,125$14.44M0.2%+0.5%0.014%
4/9/2024 Massmutual Trust Co. FSB ADV2,648$545K0.0%+46.5%0.001%
4/9/2024 Rise Advisors LLC250$52K0.0%N/A0.000%
4/9/2024 Mather Group LLC.1,630$309K0.0%-12.1%0.000%
4/8/2024 Tompkins Financial Corp618$127K0.0%-28.8%0.000%
4/8/2024Pensionfund Sabic9,000$1.85M0.5%-7.2%0.002%
4/5/2024 GAMMA Investing LLC2,094$431K0.1%+16.9%0.000%
4/5/2024 Summit Financial Group Inc.993$205K0.1%N/A0.000%
4/5/2024 Los Angeles Capital Management LLC167,628$34.53M0.1%-33.2%0.034%
4/4/2024 Moody National Bank Trust Division14,530$2.99M0.2%-0.8%0.003%
4/4/2024 Boltwood Capital Management5,494$1.13M0.4%-0.9%0.001%
4/4/2024 Trust Co. of Toledo NA OH2,754$567K0.1%+22.6%0.001%
4/3/2024 Prairieview Wealth Partners LLC1,003$207K0.2%N/A0.000%
4/3/2024 Arden Trust Co5,998$1.24M0.2%-9.5%0.001%
4/1/2024 Canandaigua National Bank & Trust Co.5,944$1.22M0.2%-4.3%0.001%
4/1/2024 General Partner Inc.298$61K0.0%N/A0.000%
4/1/2024 Appleton Partners Inc. MA1,320$272K0.0%-9.3%0.000%
3/29/2024Kapitalo Investimentos Ltda1,324$251K0.1%+96.4%0.000%
3/27/2024Nomura Holdings Inc.9,962$1.89M0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC11,730$2.38M0.2%N/A0.002%
3/22/2024PNC Financial Services Group Inc.544,276$103.12M0.1%-0.6%0.111%
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Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

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3/21/2024Ariston Services Group1,102$209K0.2%N/A0.000%
3/15/2024B. Riley Wealth Advisors Inc.2,610$495K0.0%-18.5%0.001%
3/13/2024Sivia Capital Partners LLC1,134$215K0.1%N/A0.000%
3/12/2024Spartan Planning & Wealth Management235$45K0.0%-82.4%0.000%
3/11/2024Vanguard Group Inc.43,798,034$8.30B0.2%+0.4%8.908%
3/8/2024ICA Group Wealth Management LLC1,226$232K0.1%+10.5%0.000%
3/6/2024SageView Advisory Group LLC5,025$970K0.0%+303.0%0.001%
3/5/2024Fisher Asset Management LLC1,511$286K0.0%-21.7%0.000%
3/5/2024Wellington Management Group LLP12,412,139$2.35B0.4%-15.2%2.525%
3/4/2024Northwest Bank & Trust Co3,832$726K0.7%N/A0.001%
(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, 1,400 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 1,218 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), Moneta Group Investment Advisors LLC ($9.76M), Norges Bank ($9.51M), Parnassus Investments LLC ($4.16M), Price T Rowe Associates Inc. MD ($3.71M), Bishop Rock Capital L.P. ($3.64M), and Clearbridge Investments LLC ($2.51M).

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

Institutional investors have bought a total of 175,505,293 shares in the last 24 months. This purchase volume represents approximately $31.32B in transactions.

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

Of the 869 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), State Street Corp ($2.99M), Wellington Management Group LLP ($2.48M), Primecap Management Co. CA ($2.05M), Arrowstreet Capital Limited Partnership ($1.94M), Stifel Financial Corp ($1.91M), and Canada Pension Plan Investment Board ($1.64M).

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

Institutional investors have sold a total of 76,539,223 shares in the last 24 months. This volume of shares sold represents approximately $12.91B in transactions.


This page (NYSE:MMC) was last updated on 4/18/2024 by MarketBeat.com Staff

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