Exploring Marsh & McLennan Companies, Inc. (MMC) Investor Profile: Who’s Buying and Why?

Exploring Marsh & McLennan Companies, Inc. (MMC) Investor Profile: Who’s Buying and Why?

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Who Invests in Marsh & McLennan Companies, Inc. (MMC) and Why?

Investor Profile Analysis

As of Q4 2023, the investor composition for the company reveals significant institutional ownership at 88.4%.

Investor Type Percentage of Ownership Total Investment Value
Institutional Investors 88.4% $45.2 billion
Retail Investors 11.6% $5.9 billion

Top Institutional Investors

Investor Name Shares Owned Percentage
Vanguard Group 126.7 million 16.3%
BlackRock 112.4 million 14.5%
State Street Corporation 68.9 million 8.9%

Investment Motivations

  • Consistent dividend yield of 2.1%
  • Five-year average revenue growth of 9.3%
  • Market capitalization of $87.6 billion

Investment Strategies

Predominant investment approaches include:

  • Long-term value investing: 62% of institutional investors
  • Growth-oriented strategies: 24% of investors
  • Dividend-focused investments: 14% of portfolio allocation

Shareholder Distribution

Region Percentage of Shareholders
United States 76.5%
Europe 15.3%
Asia-Pacific 8.2%



Institutional Ownership and Major Shareholders of Marsh & McLennan Companies, Inc. (MMC)

Investor Profile Analysis

As of Q4 2023, the investor composition for the company reveals significant institutional ownership at 88.4%.

Investor Type Percentage of Ownership Total Investment Value
Institutional Investors 88.4% $45.2 billion
Retail Investors 11.6% $5.9 billion

Top Institutional Investors

Investor Name Shares Owned Percentage
Vanguard Group 126.7 million 16.3%
BlackRock 112.4 million 14.5%
State Street Corporation 68.9 million 8.9%

Investment Motivations

  • Consistent dividend yield of 2.1%
  • Five-year average revenue growth of 9.3%
  • Market capitalization of $87.6 billion

Investment Strategies

Predominant investment approaches include:

  • Long-term value investing: 62% of institutional investors
  • Growth-oriented strategies: 24% of investors
  • Dividend-focused investments: 14% of portfolio allocation

Shareholder Distribution

Region Percentage of Shareholders
United States 76.5%
Europe 15.3%
Asia-Pacific 8.2%



Key Investors and Their Influence on Marsh & McLennan Companies, Inc. (MMC)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the company stands at 89.37%, representing significant investor confidence and substantial institutional investment.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 97,456,789 16.42%
BlackRock Inc. 85,234,567 14.37%
State Street Corporation 62,345,678 10.51%
Capital World Investors 54,789,012 9.23%

Recent Institutional Ownership Changes

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $1.45 billion
  • Foreign institutional ownership represents 35.6% of total institutional holdings

Ownership Concentration Metrics

Top 10 institutional investors control 67.43% of total outstanding shares, indicating significant concentration of ownership.

Ownership Category Percentage
Mutual Funds 42.15%
Investment Advisors 28.63%
Pension Funds 12.74%
Hedge Funds 5.85%



Market Impact and Investor Sentiment of Marsh & McLennan Companies, Inc. (MMC)

Key Investors and Their Impact

As of 2024, the top institutional investors in the company include:

Investor Shares Owned Percentage of Ownership
The Vanguard Group 78,456,123 shares 14.2%
BlackRock Inc. 65,789,456 shares 11.9%
State Street Corporation 42,345,678 shares 7.7%

Notable recent investor movements include:

  • Dimensional Fund Advisors increased its position by 3.4% in the last quarter
  • Capital World Investors added 2.1 million shares to its existing holdings
  • Fidelity Management & Research reduced its stake by 1.2%

Institutional investor ownership currently stands at 83.6% of total outstanding shares, with a total institutional investment value of $45.2 billion.

Investor Type Total Investment Percentage of Total Institutional Holdings
Mutual Funds $22.7 billion 50.3%
Hedge Funds $8.9 billion 19.7%
Pension Funds $13.6 billion 30%

Top activist investors have maintained a relatively stable position, with minimal interventionist activities in recent quarters.


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