Marsh & McLennan Companies (MMC) Institutional Ownership

$209.97
+0.83 (+0.40%)
(As of 05/17/2024 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)
812
Total
Institutional Inflows
(last 12 months)
$20.54B
Number of
Institutional Sellers
(last 12 months)
588
Total
Institutional Outflows
(last 12 months)
$4.62B
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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
5/17/2024 Kozak & Associates Inc.417$87K0.0%+15.8%0.000%
5/17/2024 New Covenant Trust Company N.A.906$187K0.2%N/A0.000%
5/17/2024 Plato Investment Management Ltd16,166$3.33M0.3%+827.5%0.003%
5/17/2024 iA Global Asset Management Inc.8,908$1.84M0.0%-8.3%0.002%
5/17/2024 Brown Shipley& Co Ltd416$85K0.0%-67.6%0.000%
5/17/2024 Beacon Capital Management LLC398$82K0.0%+22.1%0.000%
5/17/2024 Comerica Bank156,569$32.25M0.1%-3.1%0.032%
5/17/2024 Tidal Investments LLC23,307$4.80M0.1%+38.2%0.005%
5/16/2024 California State Teachers Retirement System824,404$169.81M0.2%+1.2%0.167%
5/16/2024 B. Riley Wealth Advisors Inc.3,201$609K0.0%+22.6%0.001%
5/16/2024 Dynasty Wealth Management LLC12,423$2.56M0.1%N/A0.003%
5/16/2024 Industrial Alliance Investment Management Inc.1,910$393K0.2%+3.2%0.000%
5/16/2024 Interval Partners LP54,075$11.14M0.3%+50.6%0.011%
5/16/2024 Janus Henderson Group PLC2,142,400$441.22M0.2%+0.6%0.435%
5/16/2024 L1 Capital International Pty Ltd50,827$10.36M4.6%+8.9%0.010%
5/16/2024 Silvercrest Asset Management Group LLC313,601$64.60M0.4%+0.9%0.064%
5/16/2024 Captrust Financial Advisors94,957$19.56M0.1%-7.5%0.019%
5/16/2024 Paloma Partners Management Co1,166$240K0.0%-45.6%0.000%
5/15/2024 Ascent Group LLC13,060$2.69M0.2%-18.8%0.003%
5/15/2024 SVB Wealth LLC94,980$19.56M0.4%-6.3%0.019%
5/15/2024 Mount Yale Investment Advisors LLC1,101$227K0.0%-32.0%0.000%
5/15/2024 Public Employees Retirement System of Ohio267,127$55.02M0.2%-5.5%0.054%
5/15/2024 Public Employees Retirement Association of Colorado69,515$14.32M0.1%-5.1%0.014%
5/15/2024 Morse Asset Management Inc5,420$1.12M0.3%N/A0.001%
5/15/2024 Ceeto Capital Group LLC3,000$618K0.3%N/A0.001%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund16,236$3.34M0.2%-7.6%0.003%
5/15/2024 Kentucky Retirement Systems37,364$7.70M0.2%-5.3%0.008%
5/15/2024 Price T Rowe Associates Inc. MD10,624,073$2.19B0.3%+3.7%2.156%
5/15/2024 BOKF NA12,381$2.52M0.0%-28.6%0.003%
5/15/2024 Magnetar Financial LLC14,802$3.05M0.1%-33.5%0.003%
5/15/2024 Lazard Asset Management LLC3,237,013$666.76M0.8%-13.7%0.657%
5/15/2024 Bank of Nova Scotia Trust Co.1,029$212K0.0%N/A0.000%
5/15/2024 Epoch Investment Partners Inc.542,808$111.81M0.5%+47.2%0.110%
5/15/2024 1832 Asset Management L.P.152,183$31.35M0.0%+0.1%0.031%
5/15/2024 Gabelli Funds LLC81,600$16.81M0.1%-7.4%0.017%
5/15/2024 Longview Partners Guernsey LTD3,009,767$619.95M4.0%-2.7%0.611%
5/14/2024 Canada Pension Plan Investment Board258,624$53.27M0.1%-1.7%0.052%
5/14/2024 Capital World Investors17,220,597$3.55B0.6%+0.0%3.495%
5/14/2024 Capital Research Global Investors2,262,010$465.93M0.1%+5.7%0.459%
5/14/2024 Capital International Sarl23,640$4.87M0.2%+4.5%0.005%
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5/14/2024 Toronto Dominion Bank294,095$60.58M0.1%+1.8%0.060%
5/14/2024 Capital International Inc. CA 329,975$67.97M0.9%+12.0%0.067%
5/14/2024 Capital International Investors19,952,473$4.11B0.8%-0.1%4.049%
5/14/2024 Capital Group Private Client Services Inc.759,556$156.45M1.6%-8.4%0.154%
5/14/2024 Capital Group Investment Management PTE. LTD.7,922$1.63M0.3%-81.2%0.002%
5/14/2024 Advisors Asset Management Inc.63,401$13.06M0.3%-19.7%0.013%
5/14/2024 Axxcess Wealth Management LLC21,926$4.52M0.1%+3.9%0.004%
5/14/2024 Wellington Wealth Strategies LLC.1,414$291K0.1%N/A0.000%
5/14/2024 Freestone Capital Holdings LLC13,592$2.80M0.1%-0.6%0.003%
5/14/2024 CreativeOne Wealth LLC13,543$2.79M0.1%N/A0.003%
5/14/2024 Delap Wealth Advisory LLC10,490$2.16M0.9%-46.1%0.002%
5/14/2024 EntryPoint Capital LLC278$57K0.1%-38.8%0.000%
5/14/2024 Vident Advisory LLC30,056$6.19M0.1%+156.5%0.006%
5/14/2024 Mattern Capital Management LLC1,542$318K0.0%N/A0.000%
5/14/2024 Ossiam67,493$13.90M0.2%-82.8%0.014%
5/14/2024 Natixis76,952$15.85M0.1%+39.1%0.016%
5/14/2024 Pitcairn Co.15,353$3.16M0.2%+3.3%0.003%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund273,000$56.23M0.2%-48.5%0.055%
5/14/2024 CANADA LIFE ASSURANCE Co553,546$114.07M0.2%-0.7%0.112%
5/14/2024 American International Group Inc.159,264$32.81M0.1%-1.4%0.032%
5/14/2024 Vaughan David Investments LLC IL254,607$52.44M1.3%-0.3%0.052%
5/14/2024 Lake Street Advisors Group LLC5,136$1.06M0.0%+30.5%0.001%
5/13/2024 Bessemer Group Inc.26,454$5.45M0.0%+109.0%0.005%
5/13/2024 UniSuper Management Pty Ltd11,198$2.31M0.0%+184.2%0.002%
5/13/2024 Clearbridge Investments LLC3,350,649$690.17M0.5%+0.4%0.680%
5/13/2024 Texas Capital Bank Wealth Management Services Inc3,991$822K0.1%-16.4%0.001%
5/13/2024 O Shaughnessy Asset Management LLC68,383$14.09M0.2%+8.8%0.014%
5/13/2024 Ameritas Investment Partners Inc.5,681$1.17M0.0%-2.7%0.001%
5/13/2024 Alerus Financial NA19,624$4.04M0.3%-2.5%0.004%
5/13/2024 Rockport Wealth LLC1,246$257K0.1%N/A0.000%
5/11/2024 Bahl & Gaynor Inc.1,863,556$383.86M2.1%-1.4%0.378%
5/11/2024 Davis R M Inc.1,568$323K0.0%-16.4%0.000%
5/11/2024 Cynosure Group LLC2,177$448K0.1%N/A0.000%
5/11/2024 Catalytic Wealth RIA LLC1,305$269K0.1%N/A0.000%
5/11/2024 Edgestream Partners L.P.24,075$4.96M0.2%+2,032.4%0.005%
5/10/2024 Allstate Corp1,894$390K0.0%-9.0%0.000%
5/10/2024 Osaic Holdings Inc.47,787$9.85M0.0%-64.2%0.010%
5/10/2024 Acadian Asset Management LLC1,264,795$260.49M0.9%-22.2%0.257%
5/10/2024 Bristol Gate Capital Partners Inc.461,884$95.14M4.5%N/A0.094%
5/10/2024 Fiducient Advisors LLC3,936$811K0.2%-19.0%0.001%
5/10/2024 TIAA Trust National Association11,032$2.27M0.0%-2.7%0.002%
5/10/2024 Vanguard Group Inc.43,917,270$9.05B0.2%+0.3%8.913%
5/10/2024 Spirepoint Private Client LLC3,058$630K0.1%N/A0.001%
5/10/2024 Intech Investment Management LLC243,994$50.26M0.7%-0.8%0.050%
5/10/2024 Nicolet Advisory Services LLC2,162$442K0.0%+7.2%0.000%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp390,353$80.40M0.2%-19.3%0.079%
5/10/2024 Te Ahumairangi Investment Management Ltd10,759$2.22M0.4%-6.6%0.002%
5/10/2024 M&G Plc574,531$118.35M0.7%N/A0.117%
5/10/2024 Banco Santander S.A.65,819$13.56M0.2%+687.1%0.013%
5/10/2024 Intermede Investment Partners Ltd499,151$102.82M2.1%-15.3%0.101%
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5/10/2024 CCLA Investment Management446,288$91.90M1.4%+35.2%0.091%
5/10/2024 Motco1,636$337K0.0%+40,800.0%0.000%
5/10/2024 Wintrust Investments LLC6,610$1.36M0.1%-1.9%0.001%
5/10/2024 Cumberland Partners Ltd142,911$29.44M2.1%-0.4%0.029%
5/10/2024 Lindenwold Advisors INC14,884$3.07M1.6%-1.2%0.003%
5/10/2024 Anthracite Investment Company Inc.8,424$1.74M0.6%N/A0.002%
5/9/2024 Dorsey & Whitney Trust CO LLC5,085$1.05M0.1%+5.3%0.001%
5/9/2024 Brighton Jones LLC10,668$2.20M0.1%+13.5%0.002%
5/9/2024 Orion Portfolio Solutions LLC57,017$11.74M0.1%-3.1%0.012%
5/9/2024 Blair William & Co. IL40,912$8.43M0.0%+0.4%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, 1,368 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 1,169 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), 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 146,039,797 shares in the last 24 months. This purchase volume represents approximately $26.46B in transactions.

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

Of the 824 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 60,366,547 shares in the last 24 months. This volume of shares sold represents approximately $10.30B in transactions.


This page (NYSE:MMC) was last updated on 5/19/2024 by MarketBeat.com Staff

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