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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,808
shares
|
$2.69 Million
0.02% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
12,795
shares
|
$2.69 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,670
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2023
Reduced 76.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
12,564
shares
|
$2.64 Million
0.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
12,543
shares
|
$2.64 Million
0.23% of portfolio
|
Q4 2024
Added 33.93%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
12,473
shares
|
$2.62 Million
0.04% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
May 14, 2025 Q1 2025 |
12,461
shares
|
$2.62 Million
0.64% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Jul 22, 2025 Q2 2025 |
12,391
shares
|
$2.61 Million
0.67% of portfolio
|
Q2 2025
Added 57.93%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
12,370
shares
|
$2.6 Million
0.04% of portfolio
|
Q1 2025
Added 42.38%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
12,361
shares
|
$2.6 Million
0.08% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
12,360
shares
|
$2.6 Million
0.07% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
12,140
shares
|
$2.55 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
12,055
shares
|
$2.54 Million
0.48% of portfolio
|
Q1 2024
Added 19.89%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11,982
shares
|
$2.52 Million
0.31% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
11,982
shares
|
$2.52 Million
0.13% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
11,955
shares
|
$2.51 Million
0.18% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
11,920
shares
|
$2.51 Million
0.54% of portfolio
|
Q1 2025
Reduced 41.19%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
11,907
shares
|
$2.5 Million
0.21% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
11,839
shares
|
$2.49 Million
0.05% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
11,745
shares
|
$2.47 Million
1.07% of portfolio
|
Q4 2023
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
11,742
shares
|
$2.47 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
11,701
shares
|
$2.46 Million
0.03% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
11,599
shares
|
$2.44 Million
0.16% of portfolio
|
Q1 2025
Added 52.72%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
11,456
shares
|
$2.41 Million
1.05% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
11,438
shares
|
$2.41 Million
0.03% of portfolio
|
Q1 2025
Added 0.63%
|