Institutional Ownership Marsh & Mclennan Companies, Inc. (MMC)
This table provides information about the institutional ownership of Marsh & Mclennan Companies, Inc. (MMC). We have compiled data on the 1,800 institutions that hold shares in the stock, with a total of 424 Million shares, which have been reported (via 13F filing form) to have a value of $89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
32,164
shares
|
$6.75 Million
0.17% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
31,614
shares
|
$6.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
31,132
shares
|
$6.54 Million
0.14% of portfolio
|
Q1 2025
Reduced 21.73%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
30,708
shares
|
$6.45 Million
3.64% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
30,652
shares
|
$6.44 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
30,255
shares
|
$6.35 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
London & Capital Asset Management LTD
London, X0 |
May 15, 2025 Q1 2025 |
30,183
shares
|
$6.34 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
30,100
shares
|
$6.32 Million
0.22% of portfolio
|
Q3 2021
Reduced 0.74%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
30,036
shares
|
$6.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
30,008
shares
|
$6.3 Million
0.4% of portfolio
|
Q4 2024
Added 26.89%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
29,906
shares
|
$6.28 Million
0.23% of portfolio
|
Q3 2023
Added 0.93%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
29,762
shares
|
$6.25 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
29,738
shares
|
$6.25 Million
0.35% of portfolio
|
Q3 2022
Added 0.85%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
29,698
shares
|
$6.24 Million
0.15% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
29,295
shares
|
$6.15 Million
0.04% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
29,074
shares
|
$6.11 Million
0.13% of portfolio
|
Q3 2022
Reduced 3.22%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
28,917
shares
|
$6.07 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
28,826
shares
|
$6.05 Million
0.77% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
28,370
shares
|
$5.96 Million
0.23% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
28,126
shares
|
$5.91 Million
0.51% of portfolio
|
Q1 2025
Added 7.59%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
28,099
shares
|
$5.9 Million
1.1% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
28,016
shares
|
$5.88 Million
0.24% of portfolio
|
Q1 2025
Reduced 27.66%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
27,758
shares
|
$5.83 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
27,583
shares
|
$5.79 Million
0.57% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
27,518
shares
|
$5.78 Million
0.18% of portfolio
|
Q1 2025
Added 24.62%
|