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 1,807 institutions that hold shares in the stock, with a total of 437 Million shares, which have been reported (via 13F filing form) to have a value of $86.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,360
shares
|
$2.83 Million
0.11% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
14,343
shares
|
$2.83 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
14,308
shares
|
$2.82 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
14,257
shares
|
$2.81 Million
0.48% of portfolio
|
Q2 2025
Added 89.81%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,111
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
14,100
shares
|
$2.78 Million
0.37% of portfolio
|
Q4 2023
Reduced 25.79%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
14,088
shares
|
$2.78 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
14,064
shares
|
$2.78 Million
1.07% of portfolio
|
Q1 2024
Added 17.2%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
14,000
shares
|
$2.76 Million
0.02% of portfolio
|
Q3 2022
Reduced 60.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
13,983
shares
|
$2.76 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
13,967
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 87.64%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
13,915
shares
|
$2.75 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
13,896
shares
|
$2.74 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
13,710
shares
|
$2.71 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
13,639
shares
|
$2.69 Million
1.12% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
13,635
shares
|
$2.69 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
13,631
shares
|
$2.69 Million
0.13% of portfolio
|
Q2 2025
Added 91.2%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
13,589
shares
|
$2.68 Million
0.05% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Red Cedar Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
13,578
shares
|
$2.68 Million
0.38% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
13,566
shares
|
$2.68 Million
0.1% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
13,518
shares
|
$2.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.12%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
13,419
shares
|
$2.65 Million
0.05% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
13,413
shares
|
$2.65 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
13,319
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2025
Added 6.01%
|
|
|
Sumitomo Life Insurance CO
|
Aug 05, 2025 Q2 2025 |
13,221
shares
|
$2.61 Million
0.22% of portfolio
|
Q2 2025
Reduced 4.13%
|