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 |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
3,420
shares
|
$675,108
0.04% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
3,406
shares
|
$672,344
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
3,395
shares
|
$670,173
0.06% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,395
shares
|
$670,173
0.05% of portfolio
|
Q4 2022
Added 2.01%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
3,395
shares
|
$670,173
0.05% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,376
shares
|
$666,422
0.02% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,364
shares
|
$664,053
0.02% of portfolio
|
Q2 2025
Reduced 51.33%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
3,342
shares
|
$659,710
0.24% of portfolio
|
Q2 2025
Added 112.73%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,340
shares
|
$659,316
0.13% of portfolio
|
Q1 2019
New holding
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
3,337
shares
|
$658,723
0.04% of portfolio
|
Q2 2025
Added 25.97%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
3,334
shares
|
$658,131
0.03% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
3,321
shares
|
$655,565
0.38% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,308
shares
|
$652,999
0.02% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
3,304
shares
|
$652,209
0.01% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
3,302
shares
|
$651,814
0.09% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,298
shares
|
$651,025
0.09% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
3,286
shares
|
$648,656
0.01% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
3,284
shares
|
$648,261
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,257
shares
|
$642,931
0.0% of portfolio
|
Q4 2022
Reduced 9.4%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,255
shares
|
$642,537
0.23% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
3,244
shares
|
$640,365
0.08% of portfolio
|
Q2 2021
New holding
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
3,241
shares
|
$639,773
0.18% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2025 Q2 2025 |
3,240
shares
|
$639,576
0.02% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
3,230
shares
|
$637,602
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Waller Financial Planning Group, Inc
|
Jul 02, 2025 Q2 2025 |
3,225
shares
|
$636,615
0.17% of portfolio
|
Q2 2025
Added 0.34%
|