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 |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
10,925
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 26.88%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
10,924
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
10,920
shares
|
$2.16 Million
0.2% of portfolio
|
Q2 2025
Added 25.6%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
10,708
shares
|
$2.11 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Tkg Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
10,695
shares
|
$2.11 Million
1.09% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
10,675
shares
|
$2.11 Million
0.15% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
10,634
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
10,545
shares
|
$2.08 Million
0.49% of portfolio
|
Q1 2023
Reduced 1.25%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,484
shares
|
$2.07 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
10,378
shares
|
$2.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,287
shares
|
$2.03 Million
0.22% of portfolio
|
Q3 2022
Reduced 17.81%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
10,241
shares
|
$2.02 Million
0.15% of portfolio
|
Q2 2025
Added 128.34%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
10,207
shares
|
$2.01 Million
0.04% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
10,201
shares
|
$2.01 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
10,194
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
10,189
shares
|
$2.01 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
10,153
shares
|
$2 Million
8.62% of portfolio
|
Q3 2023
Reduced 63.15%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,145
shares
|
$2 Million
0.1% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
10,105
shares
|
$1.99 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
10,096
shares
|
$1.99 Million
0.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,054
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.5%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
10,000
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2019
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,930
shares
|
$1.96 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
9,892
shares
|
$1.95 Million
0.03% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
9,886
shares
|
$1.95 Million
0.29% of portfolio
|
Q2 2025
Reduced 36.96%
|