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 |
|---|---|---|---|---|---|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$394,800
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
2,000
shares
|
$394,800
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
2,000
shares
|
$394,800
0.09% of portfolio
|
Q2 2025
Reduced 41.09%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
1,999
shares
|
$394,602
0.12% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
1,998
shares
|
$394,405
0.08% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
1,985
shares
|
$391,839
0.04% of portfolio
|
Q2 2024
Reduced 13.92%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
1,982
shares
|
$391,246
0.03% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,980
shares
|
$390,852
0.03% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
1,976
shares
|
$390,062
0.04% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
1,971
shares
|
$389,075
0.03% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,960
shares
|
$386,904
0.06% of portfolio
|
Q4 2022
Reduced 2.49%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
1,948
shares
|
$384,535
0.05% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,946
shares
|
$384,140
0.06% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
1,939
shares
|
$382,758
0.01% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,938
shares
|
$382,561
0.05% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
1,928
shares
|
$380,587
0.01% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
1,926
shares
|
$380,192
0.05% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
1,910
shares
|
$377,034
0.03% of portfolio
|
Q2 2025
Added 50.39%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,910
shares
|
$377,034
0.05% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
1,902
shares
|
$375,454
0.02% of portfolio
|
Q2 2025
Added 33.57%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,897
shares
|
$374,467
0.05% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
1,893
shares
|
$373,678
0.01% of portfolio
|
Q2 2025
Added 61.79%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
1,893
shares
|
$373,678
0.02% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
1,881
shares
|
$371,309
0.14% of portfolio
|
Q1 2019
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
1,877
shares
|
$370,519
0.08% of portfolio
|
Q2 2025
Reduced 0.21%
|