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 1,799 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 |
|---|---|---|---|---|---|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
1,046
shares
|
$219,973
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
1,043
shares
|
$219,342
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
1,037
shares
|
$218,081
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
1,033
shares
|
$217,239
0.01% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
1,033
shares
|
$217,239
0.01% of portfolio
|
Q1 2025
Reduced 19.42%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
1,033
shares
|
$217,239
0.15% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,032
shares
|
$217,029
0.02% of portfolio
|
Q2 2025
Added 149.28%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,031
shares
|
$216,819
0.01% of portfolio
|
Q1 2024
Reduced 12.85%
|
|
|
Riverwater Partners LLC
|
Apr 21, 2025 Q1 2025 |
1,031
shares
|
$216,819
0.15% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,031
shares
|
$216,819
0.11% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
1,030
shares
|
$216,609
0.1% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
1,028
shares
|
$216,188
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
1,027
shares
|
$215,978
0.06% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,025
shares
|
$215,557
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
1,024
shares
|
$215,347
0.01% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
1,019
shares
|
$214,295
0.03% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,019
shares
|
$214,295
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
1,018
shares
|
$214,085
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Members Advisory Group LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
1,010
shares
|
$212,403
0.11% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
1,010
shares
|
$212,403
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
1,006
shares
|
$211,561
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,006
shares
|
$211,561
0.06% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,004
shares
|
$211,141
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
1,000
shares
|
$210,300
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
1,000
shares
|
$210,300
0.03% of portfolio
|
Q1 2025
Added 74.83%
|