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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
5,933
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
5,900
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,883
shares
|
$1.16 Million
0.07% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
5,882
shares
|
$1.16 Million
0.05% of portfolio
|
Q2 2025
Reduced 54.89%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
5,871
shares
|
$1.16 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
5,869
shares
|
$1.16 Million
0.54% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
5,858
shares
|
$1.16 Million
0.33% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
5,802
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,772
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
5,764
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 99.78%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,747
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,723
shares
|
$1.13 Million
0.55% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
5,709
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 7.72%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
5,708
shares
|
$1.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
5,691
shares
|
$1.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
5,665
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
5,662
shares
|
$1.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
5,662
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,656
shares
|
$1.12 Million
0.16% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
5,635
shares
|
$1.11 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,625
shares
|
$1.11 Million
1.88% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,622
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2021
Added 3.69%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
5,609
shares
|
$1.11 Million
0.17% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
5,530
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2024
Reduced 35.17%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
5,479
shares
|
$1.08 Million
0.21% of portfolio
|
Q2 2025
Reduced 33.01%
|