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 1,799 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $89.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
16,049
shares
|
$3.38 Million
0.27% of portfolio
|
Q1 2025
Reduced 14.73%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
16,017
shares
|
$3.37 Million
0.35% of portfolio
|
Q3 2023
Reduced 7.38%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
16,011
shares
|
$3.37 Million
0.49% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
15,850
shares
|
$3.33 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
15,786
shares
|
$3.32 Million
0.21% of portfolio
|
Q1 2025
Added 1004.69%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
15,756
shares
|
$3.31 Million
0.11% of portfolio
|
Q1 2025
Reduced 26.86%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
15,682
shares
|
$3.3 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
15,621
shares
|
$3.29 Million
0.06% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
15,600
shares
|
$3.28 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
15,596
shares
|
$3.28 Million
0.18% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
15,527
shares
|
$3.27 Million
0.01% of portfolio
|
Q1 2025
Added 41.54%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
15,493
shares
|
$3.26 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
15,341
shares
|
$3.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 32.61%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
15,339
shares
|
$3.23 Million
0.12% of portfolio
|
Q1 2025
Added 236.31%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
15,337
shares
|
$3.23 Million
0.08% of portfolio
|
Q2 2025
Added 41.9%
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
15,197
shares
|
$3.2 Million
0.91% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
15,010
shares
|
$3.16 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
14,968
shares
|
$3.15 Million
0.39% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
14,942
shares
|
$3.14 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
14,809
shares
|
$3.11 Million
0.22% of portfolio
|
Q1 2025
Added 18.03%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
14,652
shares
|
$3.08 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
14,595
shares
|
$3.07 Million
0.05% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
Lindenwold Advisors
|
May 08, 2025 Q1 2025 |
14,424
shares
|
$3.03 Million
2.01% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,360
shares
|
$3.02 Million
0.11% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
14,342
shares
|
$3.02 Million
0.26% of portfolio
|
Q1 2025
Reduced 26.2%
|