MMC Institutional Ownership Changes & 13F Activity
MARSH & MCLENNAN COS (MMC) institutional ownership data tracks hedge funds, asset managers, pension funds, and institutional investors holding Amazon shares based on recent SEC 13F filings (Q1 2026). Recent filings show notable position changes from firms including Parnassus Endeavor Fund, Jensen Investment Management, Torray Fund, Sequoia Financial Advisors, and Yacktman Asset Management. This page analyzes institutional buying and selling activity, increased and reduced positions, new holdings, and sold-out positions to help investors understand institutional sentiment, portfolio allocation trends, and hedge fund conviction in MARSH & MCLENNAN COS stock.
Key Insights:
- Q1 2026 SEC 13F filings show notable institutional position changes in MMC.
- Parnassus Endeavor Fund, Jensen Investment Management, Torray Fund, Sequoia Financial Advisors, and Yacktman Asset Management were among firms reporting significant share count changes.
- Institutional ownership trends can help investors monitor hedge fund sentiment and long-term conviction in MMC stock.
Related MMC Insights:
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2019 | Sound Shore Management | Sell | -263,279 | 1,491,030 | $140,008 |
| Q1 2019 | Dodge & Cox Stock Fund | Sell | -800 | 2,860 | $269 |
| Q1 2019 | Renaissance Technologies LLC | Buy | 207,700 | 283,400 | $26,611 |
| Q4 2018 | Torray Fund | Buy | 39 | 163,448 | $13,035 |
| Q4 2018 | Sound Shore Management | Sell | -59,206 | 1,754,309 | $139,906 |
| Q3 2018 | Torray Fund | Buy | 250 | 163,409 | $13,517 |
| Q3 2018 | Sound Shore Management | Buy | 204,044 | 1,813,515 | $150,014 |
| Q2 2018 | Torray Fund | Sell | -261 | 163,159 | $13,374 |
| Q2 2018 | Sound Shore Management | Sell | -54,907 | 1,609,471 | $131,928 |
| Q1 2018 | Mairs & Power Growth Fund | Sell | -900 | 2,466 | $204 |
| Q1 2018 | Torray Fund | Buy | 53 | 163,420 | $13,497 |
| Q1 2018 | Sound Shore Management | Buy | 114,381 | 1,664,378 | $137,461 |
| Q1 2018 | Renaissance Technologies LLC | Sell | -38,000 | 75,700 | $6,252 |
| Q4 2017 | Torray Fund | Sell | -5,417 | 163,367 | $13,296 |
| Q4 2017 | Sound Shore Management | Buy | 11,505 | 1,549,997 | $126,154 |
| Q4 2017 | Olstein Capital Management | Sell | -5,000 | 44,800 | $3,646 |
| Q4 2017 | Viking Global Investors | Sell | -214,855 | 483,287 | $39,335 |
| Q3 2017 | Torray Fund | Sell | -22,607 | 168,784 | $14,146 |
| Q3 2017 | Sound Shore Management | Sell | -174,656 | 1,538,492 | $128,941 |
| Q3 2017 | Olstein Capital Management | Sell | -17,200 | 49,800 | $4,174 |
| Q2 2017 | Mairs & Power Growth Fund | Sell | -1,644 | 3,366 | $262 |
| Q2 2017 | Torray Fund | Sell | -224 | 191,391 | $14,921 |
| Q2 2017 | Sound Shore Management | Sell | -338,593 | 1,713,148 | $133,557 |
| Q2 2017 | Dodge & Cox Stock Fund | Sell | -200 | 3,660 | $285 |
| Q2 2017 | Renaissance Technologies LLC | Sell | -190,500 | 113,700 | $8,864 |
| Q2 2017 | Viking Global Investors | Sell | -998,659 | 698,142 | $54,427 |
| Q1 2017 | Torray Fund | Sell | -1 | 191,615 | $14,158 |
| Q1 2017 | Sound Shore Management | Sell | -39,010 | 2,051,741 | $151,603 |
| Q1 2017 | Olstein Capital Management | Sell | -5,000 | 67,000 | $4,951 |
| Q1 2017 | Renaissance Technologies LLC | Sell | -690,900 | 304,200 | $22,477 |
Frequently asked questions about MMC activity
Which institutional owners are buying MMC?
Institutional owners buying MMC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MMC activity?
"Buy" means an investor increased their reported position in MMC compared to the prior reporting period. This reflects growing exposure to MARSH & MCLENNAN COS (MMC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MMC increasing?
Institutional interest in MMC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.