Marsh & McLennan Companies Inc (MMC) Ownership

221.96 ↑1.23 (0.56%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Marsh & McLennan Companies Inc (MMC), owning a total of 44 million shares. Combined, the top 27 institutional holders of MMC own 65.18% of the company with a total of 320.2 million shares.

In the latest ownership report on June 30th 2024, the top 27 institutional holders increased their combined ownership of MMC by 606 thousand shares. 9 institutions bought 5,782,568 total additional shares and increased their ownership by an average of 6.89%. However 11 institutions sold 5,176,724 total shares and decreased their ownership by an average of 3.73%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Marsh & McLennan Companies increased by a net total of 605,844 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.967%	0.276%	44,038,447	121,177	2024-06-30
BlackRock Inc	8.621%	0.903%	42,337,144	378,798	2024-06-30
FMR Inc	4.261%	8.909%	20,926,925	1,711,801	2024-06-30
State Street Corp	4.256%	-0.311%	20,903,224	-65,177	2024-06-30
Capital Research & Mgmt Co - Division 3	3.728%	-8.241%	18,308,112	-1,644,361	2024-06-30
Capital World Investors	3.598%	2.623%	17,672,247	451,650	2024-06-30
Morgan Stanley - Brokerage Accounts	2.577%	4.254%	12,656,658	516,454	2024-06-30
Geode Capital Management, LLC	2.373%	9.846%	11,654,070	1,044,600	2024-06-30
Massachusetts Financial Services Company	2.254%	-1.737%	11,069,159	-195,693	2024-06-30
T. Rowe Price Associates, Inc.	2.155%	-0.392%	10,582,471	-41,602	2024-06-30
Wellington Management Company LLP	1.852%	-23.431%	9,094,262	-2,783,009	2024-06-30
Ameriprise Financial Inc	1.616%	-0.156%	7,936,217	-12,406	2024-06-30
Bank of America Corp	1.552%	-2.283%	7,620,429	-178,062	2024-06-30
Mawer Investment Management Ltd	1.419%	-2.015%	6,970,148	-143,346	2024-06-30
NORGES BANK	1.239%	9.957%	6,082,403	550,776	2024-06-30
Northern Trust Corp	1.110%	-0.165%	5,451,616	-8,981	2024-06-30
UBS Asset Mgmt Americas Inc	0.954%	20.099%	4,684,969	784,055	2024-06-30
Nuveen Asset Management, LLC	0.940%	-1.599%	4,618,181	-75,045	2024-06-30
Legal & General Group PLC	0.923%	5.183%	4,530,716	223,257	2024-06-30
Parnassus Investments LLC	0.853%	-0.689%	4,189,126	-29,042	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.967%	0.276%	44,038,447	121,177	2024-06-30
BlackRock Inc	8.621%	0.903%	42,337,144	378,798	2024-06-30
State Street Corporation	4.264%	-0.096%	20,968,401	-20,077	2024-03-31
FMR Inc	4.261%	8.909%	20,926,925	1,711,801	2024-06-30
State Street Corp	4.256%	-0.311%	20,903,224	-65,177	2024-06-30
Capital Research & Mgmt Co - Division 3	3.728%	-8.241%	18,308,112	-1,644,361	2024-06-30
Capital World Investors	3.598%	2.623%	17,672,247	451,650	2024-06-30
Morgan Stanley - Brokerage Accounts	2.577%	4.254%	12,656,658	516,454	2024-06-30
Geode Capital Management, LLC	2.373%	9.846%	11,654,070	1,044,600	2024-06-30
Massachusetts Financial Services Company	2.254%	-1.737%	11,069,159	-195,693	2024-06-30
T. Rowe Price Associates, Inc.	2.155%	-0.392%	10,582,471	-41,602	2024-06-30
Wellington Management Company LLP	1.852%	-23.431%	9,094,262	-2,783,009	2024-06-30
Ameriprise Financial Inc	1.616%	-0.156%	7,936,217	-12,406	2024-06-30
Bank of America Corp	1.552%	-2.283%	7,620,429	-178,062	2024-06-30
Goldman Sachs Group Inc	1.466%	74.445%	7,222,114	3,082,063	2023-12-31
Mawer Investment Management Ltd	1.419%	-2.015%	6,970,148	-143,346	2024-06-30
NORGES BANK	1.239%	9.957%	6,082,403	550,776	2024-06-30
Northern Trust Corp	1.110%	-0.165%	5,451,616	-8,981	2024-06-30
UBS Asset Mgmt Americas Inc	0.954%	20.099%	4,684,969	784,055	2024-06-30
JPMorgan Chase & Co	0.946%	9.785%	4,653,869	414,802	2024-03-31
Nuveen Asset Management, LLC	0.940%	-1.599%	4,618,181	-75,045	2024-06-30
Legal & General Group PLC	0.923%	5.183%	4,530,716	223,257	2024-06-30
Parnassus Investments, LLC	0.863%	0.270%	4,259,567	11,459	2023-12-31
Parnassus Investments LLC	0.853%	-0.689%	4,189,126	-29,042	2024-06-30
T. Rowe Price Investment Management,Inc.	0.823%	71.805%	4,047,528	1,691,643	2024-03-31
Bank of New York Mellon Corp	0.791%	-0.722%	3,925,267	-28,547	2022-09-30
Lazard Asset Management LLC	0.777%	1.964%	3,829,197	73,765	2023-06-30

Mutual Fund Ownership

American Funds Washington Mutual A is the biggest individual fund holder of Marsh & McLennan Companies Inc (MMC), owning a total of 19.8 million shares. Combined, the top 29 mutual fund holders of MMC own 39.88% of the company with a total of 196.1 million shares.

In the latest ownership report on October 31st 2024, the top 29 fund holders increased their combined ownership of MMC by 14 thousand shares. 2 funds bought 31,059 total additional shares and increased their ownership by an average of 0.27%. However 1 funds sold 16,880 total shares and decreased their ownership by an average of 0.5%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Marsh & McLennan Companies increased by a net total of 14,179 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.219%	0.379%	5,986,563	22,620	2024-10-31
iShares Core S&P 500 ETF	1.115%	0.154%	5,475,240	8,439	2024-10-31
The Financial Select Sector SPDR® ETF	0.686%	-0.498%	3,370,467	-16,880	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds Washington Mutual A	4.023%	0.449%	19,757,546	88,300	2024-09-30
Capital Group Wash Mutual Invtrs Comp	4.023%	0.449%	19,757,546	88,300	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.173%	-0.276%	15,582,745	-43,069	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.106%	1.539%	15,313,073	232,145	2023-03-31
Vanguard Institutional 500 Index Trust	2.623%	-0.070%	12,880,911	-9,080	2024-09-30
Vanguard 500 Index Investor	2.412%	0.559%	11,914,509	66,238	2023-08-31
MFS Large Cap Value (SMA)	1.614%	49,829,700.000%	7,972,769	7,972,753	2023-06-30
MFS Value A	1.327%	-0.711%	6,516,174	-46,656	2024-09-30
MFS Large Cap Value Equity	1.327%	-2.163%	6,516,174	-144,084	2024-09-30
Fidelity 500 Index	1.231%	-0.413%	6,045,188	-25,090	2024-09-30
SPDR® S&P 500® ETF Trust	1.219%	0.379%	5,986,563	22,620	2024-10-31
SPDR® S&P 500 ETF Trust	1.196%	0.699%	5,890,606	40,880	2024-05-30
Fidelity® 500 Index	1.167%	0.640%	5,755,951	36,629	2023-11-30
Vanguard Dividend Growth Inv	1.135%	-6.136%	5,572,669	-364,307	2024-09-30
iShares Core S&P 500 ETF	1.115%	0.154%	5,475,240	8,439	2024-10-31
Vanguard Value Index Inv	0.847%	1.817%	4,159,379	74,228	2024-09-30
Capital Group American Mutual Comp	0.789%	-0.058%	3,873,625	-2,259	2024-09-30
American Funds American Mutual A	0.789%	-0.058%	3,873,625	-2,259	2024-09-30
Parnassus Core Equity Investor	0.700%	-2.160%	3,435,565	-75,830	2024-09-30
The Financial Select Sector SPDR® ETF	0.686%	-0.498%	3,370,467	-16,880	2024-10-31
Financial Select Sector SPDR® ETF	0.674%	0.032%	3,321,862	1,074	2024-05-30
Vanguard Institutional Index I	0.637%	-1.145%	3,126,135	-36,219	2024-09-30
Columbia Dividend Value	0.619%	-0.906%	3,041,146	-27,814	2024-09-30
Columbia Dividend Income Inst	0.619%	0.000%	3,041,146	0	2024-09-30
iShares MSCI USA Quality Factor ETF	0.602%	0.044%	2,979,529	1,316	2023-04-28
Vanguard PRIMECAP Inv	0.594%	-3.608%	2,938,815	-110,000	2023-03-31
Vanguard Dividend Appreciation ETF	0.545%	0.343%	2,675,664	9,140	2024-08-31
Capital Group Growth Fnd of Amer Comp	0.544%	-6.460%	2,670,324	-184,409	2024-09-30
American Funds Growth Fund of Amer A	0.544%	-6.460%	2,670,324	-184,409	2024-09-30