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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
9,855
shares
|
$1.95 Million
0.03% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
9,851
shares
|
$1.94 Million
0.13% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
9,840
shares
|
$1.94 Million
0.38% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,779
shares
|
$1.93 Million
0.11% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,687
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
9,659
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,651
shares
|
$1.91 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
9,571
shares
|
$1.89 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
9,551
shares
|
$1.89 Million
0.4% of portfolio
|
Q2 2025
Added 43.24%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,506
shares
|
$1.88 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
9,433
shares
|
$1.86 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
9,406
shares
|
$1.86 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
9,303
shares
|
$1.84 Million
0.11% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
9,279
shares
|
$1.83 Million
0.1% of portfolio
|
Q2 2022
Reduced 8.65%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
9,263
shares
|
$1.83 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
9,232
shares
|
$1.82 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,227
shares
|
$1.82 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
9,171
shares
|
$1.81 Million
0.24% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
9,008
shares
|
$1.78 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
8,995
shares
|
$1.78 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,870
shares
|
$1.75 Million
0.25% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
8,829
shares
|
$1.74 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,826
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2025
Reduced 72.86%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
8,767
shares
|
$1.73 Million
0.14% of portfolio
|
Q4 2022
Added 90.46%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
8,653
shares
|
$1.71 Million
0.04% of portfolio
|
Q2 2025
Added 0.34%
|