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Marsh & McLennan Companies (MMC) Institutional Ownership

Marsh & McLennan Companies logo
$232.18 -5.14 (-2.17%)
Closing price 03:59 PM Eastern
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$232.46 +0.27 (+0.12%)
As of 05:20 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)
960
Total
Institutional Inflows
(last 12 months)
$9.25B
Number of
Institutional Sellers
(last 12 months)
639
Total
Institutional Outflows
(last 12 months)
$5.61B
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MMC Institutional Buying and Selling by Quarter

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Marsh & McLennan Companies Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Fifth Third Bancorp206,262$50.33M0.2%-13.9%0.042%
4/15/2025Simon Quick Advisors LLC2,898$707K0.0%+29.5%0.001%
4/15/2025Baker Ellis Asset Management LLC3,788$924K0.1%+61.3%0.001%
4/15/2025Donaldson Capital Management LLC252,203$61.55M2.3%+2.6%0.051%
4/15/2025USA Financial Formulas1,809$441K0.1%+82.2%0.000%
4/15/2025CX Institutional34,852$8.51M0.3%+5.0%0.007%
4/15/2025Assenagon Asset Management S.A.15,748$3.84M0.0%-98.6%0.003%
4/15/2025MV Capital Management Inc.1,046$255K0.0%+134.5%0.000%
4/15/2025Integrated Advisors Network LLC5,349$1.31M0.1%+10.4%0.001%
4/15/2025Trueblood Wealth Management LLC1,311$320K0.1%+24.4%0.000%
4/15/2025Handelsbanken Fonder AB186,235$45.45M0.2%-2.8%0.038%
4/15/2025Sanibel Captiva Trust Company Inc.42,956$10.48M0.3%+985.8%0.009%
4/15/2025SG Americas Securities LLC113,016$27.58M0.1%+3,146.7%0.023%
4/15/2025Avanza Fonder AB36,099$8.80M0.3%-6.4%0.007%
4/15/2025First National Bank of Mount Dora Trust Investment Services17,292$4.22M1.0%-30.5%0.004%
4/15/2025Accurate Wealth Management LLC14,086$3.29M0.6%-1.0%0.003%
4/15/2025Simplicity Wealth LLC7,129$1.74M0.1%+399.9%0.001%
4/15/2025West 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%
4/15/2025Wealthcare Advisory Partners LLC10,250$2.50M0.1%-0.4%0.002%
4/14/2025Yousif Capital Management LLC68,002$16.60M0.2%-0.7%0.014%
4/14/2025Parisi Gray Wealth Management3,881$947K0.3%N/A0.001%
4/14/2025Pallas Capital Advisors LLC3,343$816K0.0%+105.6%0.001%
4/14/2025Farther Finance Advisors LLC3,914$955K0.0%-5.4%0.001%
4/14/2025City Holding Co.150$37K0.0%N/A0.000%
4/14/2025Daymark Wealth Partners LLC1,225$299K0.0%-32.2%0.000%
4/14/2025CHICAGO TRUST Co NA851$208K0.0%N/A0.000%
4/14/2025 Portside Wealth Group LLC1,275$311K0.0%N/A0.000%
4/14/2025Moss Adams Wealth Advisors LLC1,050$256K0.0%-8.9%0.000%
4/14/2025Baldwin Wealth Partners LLC MA847$207K0.0%N/A0.000%
4/14/2025Courier Capital LLC10,860$2.65M0.2%+48.2%0.002%
4/14/2025First Citizens Bank & Trust Co.14,942$3.65M0.1%-5.0%0.003%
4/14/2025Capital Investment Advisors LLC113,378$27.67M0.5%+3,623.4%0.023%
4/14/2025Bennett Selby Investments LP36,437$8.89M3.5%-0.3%0.007%
4/14/2025OLD National Bancorp IN1,248$305K0.0%N/A0.000%
4/14/2025Miracle Mile Advisors LLC13,172$3.21M0.1%+3.0%0.003%
4/14/2025RDA Financial Network1,839$449K0.1%+3.8%0.000%
4/14/2025Wedmont Private Capital7,833$1.83M0.1%+5.4%0.002%
4/14/2025UMB Bank n.a.38,756$9.46M0.2%+1,978.1%0.008%
4/14/2025Sivia Capital Partners LLC1,239$302K0.1%+8.4%0.000%
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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%
4/11/2025 Independence Bank of Kentucky620$151K0.0%-28.1%0.000%
4/11/2025 Harrington Investments INC24,761$6.04M3.4%-2.0%0.005%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV48,365$11.80M1.4%-3.1%0.010%
4/11/2025 Tealwood Asset Management Inc.9,538$2.33M1.1%-1.3%0.002%
4/11/2025 First Affirmative Financial Network1,446$353K0.2%-12.4%0.000%
4/11/2025 Impact Capital Partners LLC8,249$2.01M0.7%+6.9%0.002%
4/11/2025 DHK Financial Advisors Inc.866$211K0.1%N/A0.000%
4/11/2025 Pines Wealth Management LLC1,175$287K0.1%-4.7%0.000%
4/11/2025 SeaCrest Wealth Management LLC1,737$424K0.0%-11.6%0.000%
4/11/2025 Procyon Advisors LLC2,587$631K0.0%+2.6%0.001%
4/11/2025 AGH Wealth Advisors LLC1,805$440K0.4%-3.6%0.000%
4/11/2025 Oxinas Partners Wealth Management LLC915$223K0.1%N/A0.000%
4/11/2025 Unique Wealth LLC1,138$278K0.1%+14.7%0.000%
4/11/2025 Stablepoint Partners LLC861$210K0.0%N/A0.000%
4/11/2025 Avity Investment Management Inc.201,241$49.11M4.0%-0.4%0.041%
4/11/2025 E. Ohman J or Asset Management AB21,514$5.25M0.1%-3.4%0.004%
4/11/2025 Signal Advisors Wealth LLC2,448$597K0.1%N/A0.000%
4/11/2025 Bonness Enterprises Inc.25,300$6.17M2.0%-0.8%0.005%
4/11/2025 Vest Financial LLC970$237K0.0%N/A0.000%
4/11/2025 West Coast Financial LLC66,483$16.22M1.9%-2.0%0.013%
4/11/2025 Annex Advisory Services LLC63,300$15.45M0.4%+2.1%0.013%
4/10/2025 Breakwater Capital Group1,435$350K0.1%-3.0%0.000%
4/10/2025 Retireful LLC1,432$347K0.3%N/A0.000%
4/10/2025 Chatham Capital Group Inc.9,243$2.26M0.4%-0.9%0.002%
4/10/2025 Chesley Taft & Associates LLC6,099$1.49M0.1%-5.7%0.001%
4/10/2025 Thrive Wealth Management LLC3,439$839K0.2%+10.3%0.001%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.5,642$1.38M0.2%+20.2%0.001%
4/10/2025 Boltwood Capital Management4,622$1.13M0.3%-7.5%0.001%
4/10/2025 Lmcg Investments LLC6,756$1.65M0.1%+4.7%0.001%
4/10/2025 Matrix Trust Co7,654$1.87M0.3%+1.2%0.002%
4/10/2025 Nixon Peabody Trust Co.74,044$18.07M1.5%-0.3%0.015%
4/10/2025 Watershed Private Wealth LLC892$218K0.1%N/A0.000%
4/10/2025 Contravisory Investment Management Inc.3,620$883K0.2%-90.8%0.001%
4/10/2025 AEGON ASSET MANAGEMENT UK Plc101,675$24.81M0.4%-15.6%0.021%
4/10/2025 Unigestion Holding SA193,484$47.21M2.8%-2.8%0.039%
4/10/2025 Whipplewood Advisors LLC435$106K0.0%-13.9%0.000%
4/9/2025 Sentry Investment Management LLC1,559$349K0.2%-23.0%0.000%
4/9/2025 Capital Asset Advisory Services LLC6,596$1.61M0.1%-34.9%0.001%
4/9/2025 ST Germain D J Co. Inc.1,485$362K0.0%+97.5%0.000%
4/9/2025 Merit Financial Group LLC20,262$4.95M0.1%+16.5%0.004%
4/9/2025 Mitchell & Pahl Private Wealth LLC1,192$291K0.1%-14.8%0.000%
4/9/2025 NBC Securities Inc.414$101K0.0%N/A0.000%
4/9/2025 Fiduciary Alliance LLC928$226K0.0%N/A0.000%
4/9/2025 Enterprise Bank & Trust Co10,219$2.49M1.0%+5.1%0.002%
4/9/2025 Douglas Lane & Associates LLC6,806$1.66M0.0%-2.8%0.001%
4/9/2025 Czech National Bank112,805$27.53M0.3%+5.9%0.023%
4/9/2025 JGP Wealth Management LLC4,966$1.21M0.2%+1.3%0.001%
4/9/2025 Mechanics Bank Trust Department17,204$4.20M0.6%-2.8%0.003%
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4/8/2025 Rhumbline Advisers989,962$241.58M0.2%+3.0%0.201%
4/8/2025 Fifth Third Wealth Advisors LLC7,181$1.75M0.1%+11.6%0.001%
4/8/2025 Rothschild Investment LLC1,838$449K0.0%+3.6%0.000%
4/8/2025 Parallel Advisors LLC7,286$1.78M0.0%+4.1%0.001%
4/7/2025 Summit Global Investments18,559$4.53M0.3%+1,119.4%0.004%
4/7/2025 GAMMA Investing LLC1,515,670$369.87M0.1%+32,120.9%0.307%
4/7/2025 AdvisorNet Financial Inc803$196K0.0%-7.9%0.000%
4/7/2025 Town & Country Bank & Trust CO dba First Bankers Trust CO18,784$4.58M1.8%-1.2%0.004%
4/4/2025 Quent Capital LLC437$107K0.0%+32.0%0.000%
4/4/2025 Moody National Bank Trust Division12,488$3.05M0.3%+0.7%0.003%
(Data available from 1/1/2016 forward)

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MMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MMC shares?

During the previous two years, 1,557 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 1,340 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 152,775,316 shares in the last 24 months. This purchase volume represents approximately $29.77B in transactions.

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

Of the 913 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 51,553,461 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 4/15/2025 by MarketBeat.com Staff
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