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 1,798 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 |
|---|---|---|---|---|---|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
6,444
shares
|
$1.34 Million
0.08% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,422
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Added 6.59%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
6,403
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2023
Added 20.49%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
6,379
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2025
Reduced 92.64%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
6,332
shares
|
$1.32 Million
0.18% of portfolio
|
Q4 2022
Reduced 1.71%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,269
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Omni Star Financial Group, Inc.
|
May 15, 2025 Q1 2025 |
6,228
shares
|
$1.3 Million
1.32% of portfolio
|
Q1 2025
Added 97.65%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
6,191
shares
|
$1.29 Million
0.14% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
6,164
shares
|
$1.28 Million
1.07% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
6,158
shares
|
$1.28 Million
0.81% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
6,120
shares
|
$1.27 Million
0.06% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
6,100
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,089
shares
|
$1.27 Million
0.42% of portfolio
|
Q3 2022
Added 11.6%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
6,085
shares
|
$1.27 Million
0.04% of portfolio
|
Q1 2025
Added 15.9%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
6,055
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
6,053
shares
|
$1.26 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
6,048
shares
|
$1.26 Million
0.25% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,035
shares
|
$1.26 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
6,033
shares
|
$1.26 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
5,916
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
5,905
shares
|
$1.23 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
5,873
shares
|
$1.22 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
5,871
shares
|
$1.22 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
5,855
shares
|
$1.22 Million
0.71% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
5,826
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Added 5.87%
|