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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
14,242
shares
|
$3 Million
0.03% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,111
shares
|
$2.97 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
14,100
shares
|
$2.97 Million
0.45% of portfolio
|
Q4 2023
Reduced 25.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
14,069
shares
|
$2.96 Million
0.04% of portfolio
|
Q1 2025
Added 23.01%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
14,064
shares
|
$2.96 Million
1.28% of portfolio
|
Q1 2024
Added 17.2%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
14,000
shares
|
$2.94 Million
0.02% of portfolio
|
Q3 2022
Reduced 60.0%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
13,951
shares
|
$2.93 Million
0.29% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
13,915
shares
|
$2.93 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
13,791
shares
|
$2.9 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
13,729
shares
|
$2.89 Million
0.06% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
13,695
shares
|
$2.88 Million
0.13% of portfolio
|
Q1 2025
Added 49.61%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
13,661
shares
|
$2.87 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
13,639
shares
|
$2.87 Million
1.12% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
13,631
shares
|
$2.87 Million
0.13% of portfolio
|
Q2 2025
Added 91.2%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
13,578
shares
|
$2.86 Million
0.46% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
13,419
shares
|
$2.82 Million
0.05% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
13,402
shares
|
$2.82 Million
1.15% of portfolio
|
Q1 2025
Added 41.1%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
13,354
shares
|
$2.81 Million
0.04% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
13,174
shares
|
$2.77 Million
0.09% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
13,130
shares
|
$2.76 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
13,089
shares
|
$2.75 Million
0.11% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
13,039
shares
|
$2.74 Million
0.13% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
12,994
shares
|
$2.73 Million
0.05% of portfolio
|
Q1 2025
Added 16.39%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,937
shares
|
$2.72 Million
0.34% of portfolio
|
Q1 2025
Added 48.11%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
12,895
shares
|
$2.71 Million
0.45% of portfolio
|
Q1 2025
Reduced 4.57%
|