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 1,798 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $89.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,580
shares
|
$329,145
0.11% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,579
shares
|
$328,937
0.03% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,577
shares
|
$328,520
0.09% of portfolio
|
Q2 2025
Added 37.73%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
1,576
shares
|
$328,312
0.12% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
1,571
shares
|
$327,270
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
1,571
shares
|
$327,270
0.15% of portfolio
|
Q1 2025
Reduced 74.41%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
1,566
shares
|
$326,229
0.06% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,562
shares
|
$325,395
2.36% of portfolio
|
Q3 2022
Reduced 13.94%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
1,559
shares
|
$324,770
0.24% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
1,550
shares
|
$322,896
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,548
shares
|
$322,479
0.19% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,547
shares
|
$322,271
0.02% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
1,545
shares
|
$321,854
0.22% of portfolio
|
Q1 2025
Added 53.73%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,536
shares
|
$319,979
0.05% of portfolio
|
Q1 2025
Added 20.19%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
1,533
shares
|
$319,354
0.04% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,532
shares
|
$319,146
0.08% of portfolio
|
Q3 2024
Reduced 42.38%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
1,530
shares
|
$318,729
0.12% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
1,520
shares
|
$316,646
0.17% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,514
shares
|
$315,396
0.03% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
1,514
shares
|
$315,396
0.02% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,512
shares
|
$314,979
0.01% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
1,509
shares
|
$314,354
0.05% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Apr 22, 2025 Q1 2025 |
1,509
shares
|
$314,354
0.18% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
1,508
shares
|
$314,146
0.13% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
1,500
shares
|
$312,480
0.54% of portfolio
|
Q4 2024
New holding
|