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 |
|---|---|---|---|---|---|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
10,000
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2019
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
9,930
shares
|
$2.09 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
9,886
shares
|
$2.08 Million
0.29% of portfolio
|
Q2 2025
Reduced 36.96%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
9,855
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,779
shares
|
$2.06 Million
0.11% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
9,762
shares
|
$2.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
9,742
shares
|
$2.05 Million
0.32% of portfolio
|
Q1 2025
Reduced 20.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,687
shares
|
$2.04 Million
0.05% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
9,574
shares
|
$2.01 Million
1.3% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
9,506
shares
|
$2 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
9,433
shares
|
$1.98 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
9,419
shares
|
$1.98 Million
0.15% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
9,384
shares
|
$1.97 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
9,279
shares
|
$1.95 Million
0.1% of portfolio
|
Q2 2022
Reduced 8.65%
|
|
|
Tealwood Asset Management Inc
|
Jul 17, 2025 Q2 2025 |
9,263
shares
|
$1.95 Million
0.9% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,227
shares
|
$1.94 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,144
shares
|
$1.92 Million
0.07% of portfolio
|
Q1 2025
Added 163.29%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
9,110
shares
|
$1.92 Million
0.04% of portfolio
|
Q1 2025
Reduced 74.34%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
9,008
shares
|
$1.89 Million
0.32% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
8,870
shares
|
$1.87 Million
0.33% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
8,867
shares
|
$1.86 Million
0.13% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
8,829
shares
|
$1.86 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
8,805
shares
|
$1.85 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
8,783
shares
|
$1.85 Million
0.33% of portfolio
|
Q1 2025
Reduced 35.66%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
8,767
shares
|
$1.84 Million
0.14% of portfolio
|
Q4 2022
Added 90.46%
|