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 |
|---|---|---|---|---|---|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
5,465
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
5,463
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Center For Asset Management LLC
|
Jul 23, 2025 Q2 2025 |
5,457
shares
|
$1.08 Million
0.71% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
5,448
shares
|
$1.08 Million
0.26% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
5,440
shares
|
$1.07 Million
0.06% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
5,423
shares
|
$1.07 Million
0.06% of portfolio
|
Q2 2025
Reduced 47.85%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,415
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2022
Added 202.51%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
5,400
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
5,375
shares
|
$1.06 Million
0.48% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
5,336
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Reduced 19.1%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,311
shares
|
$1.05 Million
0.35% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
5,168
shares
|
$1.02 Million
0.23% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
5,149
shares
|
$1.02 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
5,133
shares
|
$1.01 Million
0.7% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
5,111
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Added 58.87%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
5,111
shares
|
$1.01 Million
0.04% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
5,106
shares
|
$1.01 Million
0.16% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
5,091
shares
|
$1 Million
0.59% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,079
shares
|
$1 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
5,060
shares
|
$998,844
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
5,034
shares
|
$993,711
0.14% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
5,016
shares
|
$990,158
0.04% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$987,000
0.33% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
4,984
shares
|
$983,841
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,982
shares
|
$983,446
0.05% of portfolio
|
Q2 2025
Added 9.66%
|