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 Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
11,302
shares
|
$2.38 Million
0.09% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,142
shares
|
$2.34 Million
0.07% of portfolio
|
Q1 2025
Added 40.45%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
11,035
shares
|
$2.32 Million
0.84% of portfolio
|
Q1 2025
Added 72.8%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
10,969
shares
|
$2.31 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.85%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
10,934
shares
|
$2.3 Million
1.58% of portfolio
|
Q2 2025
New holding
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
10,860
shares
|
$2.28 Million
0.18% of portfolio
|
Q1 2025
Added 48.18%
|
|
|
Delta Global Management LP
New York, NY |
May 15, 2025 Q1 2025 |
10,825
shares
|
$2.28 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
10,755
shares
|
$2.26 Million
0.11% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
10,589
shares
|
$2.23 Million
0.19% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
10,545
shares
|
$2.22 Million
0.49% of portfolio
|
Q1 2023
Reduced 1.25%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
10,454
shares
|
$2.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 91.76%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
10,439
shares
|
$2.2 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
10,398
shares
|
$2.19 Million
0.1% of portfolio
|
Q1 2025
Added 196.24%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
10,378
shares
|
$2.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
10,305
shares
|
$2.17 Million
0.08% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
10,287
shares
|
$2.16 Million
0.22% of portfolio
|
Q3 2022
Reduced 17.81%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
10,231
shares
|
$2.15 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
10,201
shares
|
$2.15 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
10,189
shares
|
$2.14 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
|
$2.14 Million
8.62% of portfolio
|
Q3 2023
Reduced 63.15%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
10,139
shares
|
$2.13 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
10,105
shares
|
$2.13 Million
0.08% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
10,096
shares
|
$2.12 Million
0.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,038
shares
|
$2.11 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
10,025
shares
|
$2.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.39%
|