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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
6,396
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,386
shares
|
$1.26 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
6,363
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Omni Star Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
6,335
shares
|
$1.25 Million
1.14% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
6,332
shares
|
$1.25 Million
0.18% of portfolio
|
Q4 2022
Reduced 1.71%
|
|
|
United Bank
|
Jul 29, 2025 Q2 2025 |
6,327
shares
|
$1.25 Million
0.53% of portfolio
|
Q2 2025
Reduced 9.52%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
6,319
shares
|
$1.25 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
6,271
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Added 30.4%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,269
shares
|
$1.24 Million
0.13% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
6,260
shares
|
$1.24 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
6,215
shares
|
$1.23 Million
0.11% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
6,210
shares
|
$1.23 Million
0.12% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
6,208
shares
|
$1.23 Million
0.7% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
6,164
shares
|
$1.22 Million
1.07% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
6,131
shares
|
$1.21 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
6,120
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
6,100
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,089
shares
|
$1.2 Million
0.42% of portfolio
|
Q3 2022
Added 11.6%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
6,053
shares
|
$1.19 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
6,050
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.86%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
6,049
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,035
shares
|
$1.19 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
6,033
shares
|
$1.19 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
6,033
shares
|
$1.19 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
5,985
shares
|
$1.18 Million
0.49% of portfolio
|
Q2 2025
New holding
|