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 |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
3,695
shares
|
$729,393
0.06% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
3,694
shares
|
$729,195
0.06% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
3,689
shares
|
$728,208
0.01% of portfolio
|
Q2 2025
Added 33.9%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
3,688
shares
|
$728,011
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
3,687
shares
|
$727,813
0.02% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
3,678
shares
|
$726,037
0.19% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
3,666
shares
|
$723,668
0.01% of portfolio
|
Q2 2025
Reduced 22.97%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
3,666
shares
|
$723,668
0.37% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
3,631
shares
|
$716,759
0.16% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
3,612
shares
|
$713,008
0.03% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
3,601
shares
|
$710,837
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
3,600
shares
|
$710,640
0.23% of portfolio
|
Q4 2023
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
3,600
shares
|
$710,640
0.19% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
3,598
shares
|
$710,245
0.06% of portfolio
|
Q2 2025
Added 20.37%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
3,592
shares
|
$709,060
0.01% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,589
shares
|
$708,468
0.1% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
3,554
shares
|
$701,559
0.07% of portfolio
|
Q2 2025
Added 58.66%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
3,502
shares
|
$691,294
0.7% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
3,501
shares
|
$691,097
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,500
shares
|
$690,900
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
3,500
shares
|
$690,900
0.13% of portfolio
|
Q2 2021
Reduced 0.11%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,495
shares
|
$689,913
0.01% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,491
shares
|
$689,123
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
3,482
shares
|
$687,346
0.03% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
3,479
shares
|
$686,754
0.23% of portfolio
|
Q2 2025
Reduced 0.63%
|