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 |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
4,965
shares
|
$980,091
0.14% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,935
shares
|
$974,169
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
4,909
shares
|
$969,036
0.03% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
4,906
shares
|
$968,444
0.06% of portfolio
|
Q2 2025
Reduced 54.38%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,905
shares
|
$968,247
0.45% of portfolio
|
Q1 2024
Added 18.25%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
4,903
shares
|
$967,852
0.07% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,893
shares
|
$965,878
0.42% of portfolio
|
Q3 2023
Reduced 14.74%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,893
shares
|
$965,878
0.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,880
shares
|
$963,312
0.08% of portfolio
|
Q2 2025
Added 41.41%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
4,871
shares
|
$961,535
0.15% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,867
shares
|
$960,745
0.03% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
4,854
shares
|
$958,179
0.18% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
4,842
shares
|
$955,810
0.1% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Regency Capital Management Inc.\De
|
Jul 22, 2025 Q2 2025 |
4,809
shares
|
$949,296
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Jul 21, 2025 Q2 2025 |
4,738
shares
|
$935,281
0.19% of portfolio
|
Q2 2025
Reduced 25.06%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
4,735
shares
|
$934,689
0.63% of portfolio
|
Q2 2024
Added 1.54%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Aug 13, 2025 Q2 2025 |
4,706
shares
|
$928,964
0.19% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Beck Bode, LLC
|
Aug 08, 2025 Q2 2025 |
4,702
shares
|
$928,174
0.19% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
4,689
shares
|
$925,608
0.08% of portfolio
|
Q2 2025
Added 44.06%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,687
shares
|
$925,213
0.05% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,687
shares
|
$925,213
0.0% of portfolio
|
Q2 2025
Added 37.69%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
4,679
shares
|
$923,634
0.95% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
4,676
shares
|
$923,042
0.12% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
4,671
shares
|
$922,055
0.1% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
4,668
shares
|
$921,463
0.04% of portfolio
|
Q2 2025
Added 16.58%
|