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 |
|---|---|---|---|---|---|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
13,124
shares
|
$2.59 Million
0.03% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
13,108
shares
|
$2.59 Million
0.99% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,930
shares
|
$2.55 Million
0.04% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,918
shares
|
$2.55 Million
0.03% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
12,912
shares
|
$2.55 Million
0.04% of portfolio
|
Q2 2025
Added 9.06%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
12,795
shares
|
$2.53 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
12,793
shares
|
$2.53 Million
0.05% of portfolio
|
Q2 2025
Added 14.82%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,670
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2023
Reduced 76.88%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
12,637
shares
|
$2.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
12,630
shares
|
$2.49 Million
0.18% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
12,591
shares
|
$2.49 Million
0.35% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
12,391
shares
|
$2.45 Million
0.67% of portfolio
|
Q2 2025
Added 57.93%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
12,385
shares
|
$2.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
12,140
shares
|
$2.4 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
11,907
shares
|
$2.35 Million
0.21% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
11,895
shares
|
$2.35 Million
0.36% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,889
shares
|
$2.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,820
shares
|
$2.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 65.99%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
11,745
shares
|
$2.32 Million
1.07% of portfolio
|
Q4 2023
New holding
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
11,682
shares
|
$2.31 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Tcw Group Inc
|
Aug 14, 2025 Q2 2025 |
11,594
shares
|
$2.29 Million
0.02% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
11,456
shares
|
$2.26 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
11,316
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 62.33%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
11,056
shares
|
$2.18 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
10,934
shares
|
$2.16 Million
1.58% of portfolio
|
Q2 2025
New holding
|