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Marsh & McLennan Companies (MMC) Institutional Ownership

Marsh & McLennan Companies logo
$215.23 -1.06 (-0.49%)
As of 01/17/2025 03:59 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)
826
Total
Institutional Inflows
(last 12 months)
$6.27B
Number of
Institutional Sellers
(last 12 months)
558
Total
Institutional Outflows
(last 12 months)
$4.15B
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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
1/17/2025 Red Door Wealth Management LLC4,612$980K0.2%+1.7%0.001%
1/17/2025 Capital Planning Advisors LLC28,378$6.03M0.9%+9.8%0.006%
1/17/2025 Avior Wealth Management LLC1,952$415K0.0%-4.0%0.000%
1/17/2025 Beacon Investment Advisory Services Inc.1,176$250K0.0%N/A0.000%
1/17/2025 MinichMacGregor Wealth Management LLC39,148$8.32M1.7%+3.9%0.008%
1/17/2025 Mutual Advisors LLC3,092$669K0.0%+7.3%0.001%
1/17/2025 Janney Montgomery Scott LLC109,469$23.25M0.1%-35.6%0.022%
1/17/2025 Bartlett & CO. Wealth Management LLC10,420$2.21M0.0%+11.2%0.002%
1/17/2025 SG Americas Securities LLC3,481$739K0.0%-99.3%0.001%
1/17/2025 Baker Ellis Asset Management LLC2,348$499K0.1%+20.5%0.000%
1/17/2025 Daymark Wealth Partners LLC1,807$384K0.0%+31.5%0.000%
1/17/2025 Albion Financial Group UT180$38K0.0%N/A0.000%
1/17/2025 Advisory Alpha LLC1,043$222K0.0%+6.0%0.000%
1/17/2025 Missouri Trust & Investment Co3,717$790K0.3%-3.8%0.001%
1/17/2025 Dakota Wealth Management3,590$763K0.0%-5.1%0.001%
1/17/2025 Braun Bostich & Associates Inc.1,214$258K0.2%-12.5%0.000%
1/17/2025 Eads & Heald Wealth Management2,425$515K0.3%-4.0%0.000%
1/17/2025 Nisa Investment Advisors LLC179,263$38.08M0.1%+0.2%0.037%
1/17/2025 Genesis Private Wealth LLC1,218$259K0.1%N/A0.000%
1/17/2025 Simon Quick Advisors LLC2,238$475K0.0%+8.5%0.000%
1/17/2025 White Pine Investment CO3,741$795K0.2%-1.7%0.001%
1/17/2025 Mogy Joel R Investment Counsel Inc.9,910$2.11M0.1%+36.7%0.002%
1/17/2025 Chesley Taft & Associates LLC6,466$1.37M0.1%-12.5%0.001%
1/17/2025 Segment Wealth Management LLC79,706$16.93M1.2%+0.6%0.016%
1/16/2025 Lmcg Investments LLC6,452$1.37M0.1%-3.3%0.001%
1/16/2025 Crossmark Global Holdings Inc.40,514$8.61M0.2%-5.0%0.008%
1/16/2025 Reliant Investment Management LLC24,939$5.30M2.3%+5.6%0.005%
1/16/2025 Mitchell & Pahl Private Wealth LLC1,399$297K0.1%-8.6%0.000%
1/16/2025 Ballentine Partners LLC9,781$2.08M0.0%+6.2%0.002%
1/16/2025 Pure Financial Advisors LLC1,560$331K0.0%-40.6%0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB3,802$808K0.0%+39.2%0.001%
1/16/2025 Stokes Capital Advisors LLC37,966$8.06M2.1%+1.9%0.008%
1/16/2025 UMB Bank n.a.1,865$396K0.0%+26.7%0.000%
1/16/2025 Access Financial Services Inc.5,756$1.22M0.5%N/A0.001%
1/16/2025 Trueblood Wealth Management LLC1,054$224K0.1%N/A0.000%
1/16/2025 Mechanics Bank Trust Department17,707$3.76M0.5%+1.5%0.004%
1/16/2025 Diversify Advisory Services LLC3,504$733K0.0%-15.8%0.001%
1/16/2025 Annex Advisory Services LLC62,012$13.17M0.4%+4.4%0.013%
1/16/2025 Grove Bank & Trust1,229$261K0.0%+10.0%0.000%
1/16/2025 My Legacy Advisors LLC2,787$592K0.2%+13.5%0.001%
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1/16/2025 Clarius Group LLC3,233$687K0.0%-11.3%0.001%
1/15/2025 Oak Ridge Investments LLC30,649$6.51M0.5%+5.9%0.006%
1/15/2025 Aaron Wealth Advisors LLC3,049$648K0.1%+4.2%0.001%
1/15/2025 BNC Wealth Management LLC24,472$5.20M1.7%-0.3%0.005%
1/15/2025 Moss Adams Wealth Advisors LLC1,153$245K0.0%+10.1%0.000%
1/15/2025 IAM Advisory LLC8,242$1.75M0.4%+2.2%0.002%
1/15/2025 Ameritas Advisory Services LLC1,417$301K0.0%N/A0.000%
1/15/2025 HB Wealth Management LLC14,027$2.98M0.0%+11.0%0.003%
1/15/2025 Trust Co. of Vermont1,262$268K0.0%+188.8%0.000%
1/15/2025 Sanibel Captiva Trust Company Inc.3,956$840K0.0%+24.1%0.001%
1/15/2025 Arkadios Wealth Advisors2,874$611K0.0%+4.4%0.001%
1/15/2025 Brooklyn Investment Group4,015$853K0.3%+3.4%0.001%
1/15/2025 Merit Financial Group LLC17,385$3.69M0.1%+95.4%0.004%
1/15/2025 First National Bank of Mount Dora Trust Investment Services24,877$5.28M1.2%+0.9%0.005%
1/15/2025 Avanza Fonder AB38,582$8.20M0.2%N/A0.008%
1/15/2025 Procyon Advisors LLC2,522$536K0.0%+5.0%0.001%
1/15/2025 RDA Financial Network1,772$376K0.1%+5.5%0.000%
1/15/2025 Occidental Asset Management LLC19,359$4.11M0.6%+8.7%0.004%
1/15/2025 Empirical Asset Management LLC22,934$4.87M0.1%+28.8%0.005%
1/15/2025 Bouvel Investment Partners LLC13,626$2.89M1.0%+1.1%0.003%
1/15/2025 JGP Wealth Management LLC4,901$1.04M0.1%+3.1%0.001%
1/15/2025 Ritholtz Wealth Management9,164$1.95M0.1%-1.0%0.002%
1/15/2025 Carnegie Investment Counsel94,384$20.05M0.6%+5.0%0.019%
1/15/2025 Gateway Investment Advisers LLC3,121$663K0.0%-6.6%0.001%
1/15/2025 West Coast Financial LLC67,815$14.41M1.6%+1.4%0.014%
1/14/2025 Builder Investment Group Inc. ADV39,306$8.35M2.3%-0.3%0.008%
1/14/2025 Contravisory Investment Management Inc.39,385$8.37M1.8%-0.8%0.008%
1/14/2025 USA Financial Formulas993$211K0.0%-42.4%0.000%
1/14/2025 HCR Wealth Advisors1,338$284K0.0%-8.8%0.000%
1/14/2025 CHURCHILL MANAGEMENT Corp31,815$6.76M0.1%-0.9%0.006%
1/14/2025 Avity Investment Management Inc.202,019$42.91M3.4%+1.1%0.041%
1/14/2025 Richard P Slaughter Associates Inc1,141$242K0.1%+12.6%0.000%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.4,694$997K0.2%+20.6%0.001%
1/14/2025 Park Avenue Securities LLC19,861$4.22M0.0%+58.8%0.004%
1/14/2025 Kathmere Capital Management LLC5,370$1.14M0.1%-6.3%0.001%
1/14/2025 Assenagon Asset Management S.A.1,108,758$235.51M0.4%+7,320.9%0.226%
1/14/2025 Board of the Pension Protection Fund3,500$743K0.9%N/A0.001%
1/14/2025 Rockland Trust Co.1,443$307K0.0%-5.3%0.000%
1/14/2025 Fifth Third Wealth Advisors LLC6,435$1.37M0.1%+36.1%0.001%
1/14/2025 CCLA Investment Management548,546$116.53M1.8%+10.5%0.112%
1/14/2025 Oak Thistle LLC9,733$2.07M0.6%+350.6%0.002%
1/14/2025 Pines Wealth Management LLC1,233$258K0.1%N/A0.000%
1/14/2025 SeaCrest Wealth Management LLC1,965$417K0.0%+3.9%0.000%
1/14/2025 Accurate Wealth Management LLC14,230$2.98M0.6%-0.7%0.003%
1/14/2025 Tuttle Capital Management LLC1,806$384K2.3%+34.6%0.000%
1/13/2025 Johnson & White Wealth Management LLC1,515$320K0.2%N/A0.000%
1/13/2025 Unique Wealth LLC992$211K0.0%+8.2%0.000%
1/13/2025 AdvisorNet Financial Inc872$185K0.0%-50.4%0.000%
1/13/2025 First Financial Corp IN303$64K0.0%N/A0.000%
1/13/2025 Courier Capital LLC7,329$1.56M0.1%-26.8%0.001%
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1/13/2025 Pallas Capital Advisors LLC1,626$345K0.0%+31.9%0.000%
1/13/2025 Miracle Mile Advisors LLC12,784$2.72M0.1%-4.4%0.003%
1/13/2025 Bar Harbor Wealth Management4,926$1.05M0.1%-1.5%0.001%
1/13/2025 Eastern Bank1,861$395K0.0%-4.2%0.000%
1/13/2025 Claro Advisors LLC1,422$302K0.0%+8.5%0.000%
1/13/2025 Moody National Bank Trust Division12,405$2.64M0.3%-5.0%0.003%
1/13/2025 Wedmont Private Capital7,435$1.56M0.1%+1.5%0.002%
1/13/2025 Asset Allocation & Management Company LLC1,700$361K0.2%N/A0.000%
1/13/2025 Capital Investment Advisors LLC3,045$647K0.0%-2.5%0.001%
1/13/2025 Trust Co. of Toledo NA OH4,487$953K0.1%+7.4%0.001%
(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, 1,418 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), FMR LLC ($4.78B), State Street Corp ($4.67B), Capital International Investors ($4.11B), Capital World Investors ($3.55B), and Geode Capital Management LLC ($2.65B).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 1,204 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), Price T Rowe Associates Inc. MD ($4.09M), Assenagon Asset Management S.A. ($2.66M), Clearbridge Investments LLC ($2.59M), Alphinity Investment Management Pty Ltd ($2.06M), and Impax Asset Management Group plc ($1.69M).

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

Institutional investors have bought a total of 133,676,091 shares in the last 24 months. This purchase volume represents approximately $25.27B in transactions.

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

Of the 848 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 ($2.90M), Assenagon Asset Management S.A. ($1.99M), Public Employees Retirement Association of Colorado ($1.38M), Diamond Hill Capital Management Inc. ($1.31M), Deutsche Bank AG ($1.04M), Massachusetts Financial Services Co. MA ($981.75K), and Jennison Associates LLC ($897.87K).

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

Institutional investors have sold a total of 43,439,639 shares in the last 24 months. This volume of shares sold represents approximately $8.25B in transactions.



This page (NYSE:MMC) was last updated on 1/21/2025 by MarketBeat.com Staff
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