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 |
|---|---|---|---|---|---|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
7,833
shares
|
$1.55 Million
0.17% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
7,790
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
7,757
shares
|
$1.53 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
7,752
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2025
Added 20.71%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
7,749
shares
|
$1.53 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,737
shares
|
$1.53 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
7,697
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2025
Added 20.66%
|
|
|
Matrix Trust CO
|
Jul 11, 2025 Q2 2025 |
7,654
shares
|
$1.51 Million
0.27% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
7,591
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
7,576
shares
|
$1.5 Million
0.1% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
7,518
shares
|
$1.48 Million
0.24% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
7,498
shares
|
$1.48 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
7,412
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 29.58%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
7,403
shares
|
$1.46 Million
0.19% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
7,385
shares
|
$1.46 Million
0.09% of portfolio
|
Q2 2025
Reduced 84.3%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,379
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,324
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 90.59%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
7,296
shares
|
$1.44 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
7,247
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,244
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2023
Reduced 11.93%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
7,243
shares
|
$1.43 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
7,215
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
7,056
shares
|
$1.39 Million
0.88% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
7,034
shares
|
$1.39 Million
0.05% of portfolio
|
Q2 2025
Added 55.86%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,949
shares
|
$1.37 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.59%
|