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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,723
shares
|
$537,520
0.07% of portfolio
|
Q2 2025
Added 59.15%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
2,714
shares
|
$535,743
0.04% of portfolio
|
Q4 2024
Added 3379.49%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
2,706
shares
|
$534,164
0.01% of portfolio
|
Q2 2025
Reduced 62.08%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,704
shares
|
$533,769
0.01% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
2,667
shares
|
$526,465
0.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,666
shares
|
$526,268
0.14% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,654
shares
|
$523,899
0.03% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
2,650
shares
|
$523,110
0.15% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,635
shares
|
$520,149
0.06% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
2,620
shares
|
$517,188
0.14% of portfolio
|
Q1 2023
Reduced 0.64%
|
|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jul 30, 2025 Q2 2025 |
2,614
shares
|
$516,003
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
2,590
shares
|
$511,266
0.15% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,580
shares
|
$509,292
0.51% of portfolio
|
Q4 2021
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
2,561
shares
|
$505,541
0.05% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
2,552
shares
|
$503,764
0.16% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
2,529
shares
|
$499,224
0.02% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
2,510
shares
|
$495,474
0.08% of portfolio
|
Q2 2025
Added 17.9%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
2,510
shares
|
$495,474
0.2% of portfolio
|
Q2 2025
Added 15.46%
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
2,500
shares
|
$493,500
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
2,500
shares
|
$493,500
0.29% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
2,490
shares
|
$491,526
0.12% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
2,480
shares
|
$489,552
0.21% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
2,478
shares
|
$489,157
0.05% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
2,475
shares
|
$488,565
0.03% of portfolio
|
Q1 2025
Reduced 11.61%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
2,473
shares
|
$488,170
0.01% of portfolio
|
Q1 2025
Reduced 26.53%
|