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 |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
2,286
shares
|
$451,256
0.07% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
2,285
shares
|
$451,059
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
2,278
shares
|
$449,677
0.18% of portfolio
|
Q1 2025
Added 44.36%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
2,251
shares
|
$444,347
0.01% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,251
shares
|
$444,347
0.01% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
2,248
shares
|
$443,755
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
2,244
shares
|
$442,965
0.02% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
2,241
shares
|
$442,373
0.07% of portfolio
|
Q1 2025
Added 88.16%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
2,225
shares
|
$439,215
0.01% of portfolio
|
Q2 2025
Added 28.99%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,225
shares
|
$439,215
0.04% of portfolio
|
Q3 2021
Added 18.04%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
2,218
shares
|
$437,833
0.02% of portfolio
|
Q2 2025
Reduced 43.96%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
2,207
shares
|
$435,661
0.07% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
2,207
shares
|
$435,661
0.13% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
2,204
shares
|
$435,069
0.01% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
2,202
shares
|
$434,674
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
2,192
shares
|
$432,700
0.04% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,189
shares
|
$432,108
0.02% of portfolio
|
Q3 2022
Reduced 0.55%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
2,188
shares
|
$431,911
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
2,185
shares
|
$431,319
0.08% of portfolio
|
Q2 2025
Added 20.78%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
2,173
shares
|
$428,950
0.03% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,172
shares
|
$428,752
0.04% of portfolio
|
Q2 2023
Reduced 3.81%
|
|
|
Bts Asset Management, Inc.
|
Jul 30, 2025 Q2 2025 |
2,164
shares
|
$427,173
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,159
shares
|
$426,186
0.05% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,148
shares
|
$424,015
0.25% of portfolio
|
Q2 2025
Added 68.21%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
2,143
shares
|
$423,028
0.01% of portfolio
|
Q2 2025
Added 2.14%
|