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 |
|---|---|---|---|---|---|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
1,053
shares
|
$207,862
0.13% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,052
shares
|
$207,664
0.09% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Aug 12, 2025 Q2 2025 |
1,050
shares
|
$207,270
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,046
shares
|
$206,480
0.08% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
1,046
shares
|
$206,480
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
1,043
shares
|
$205,888
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
E Cio, Inc.
Madison, WI |
Aug 07, 2025 Q2 2025 |
1,043
shares
|
$205,888
0.1% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
1,039
shares
|
$205,098
0.02% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
1,037
shares
|
$204,703
0.02% of portfolio
|
Q2 2025
Added 16.52%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
1,033
shares
|
$203,914
0.15% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,032
shares
|
$203,716
0.02% of portfolio
|
Q2 2025
Added 149.28%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,031
shares
|
$203,519
0.01% of portfolio
|
Q1 2024
Reduced 12.85%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jul 11, 2025 Q2 2025 |
1,030
shares
|
$203,322
0.1% of portfolio
|
Q2 2025
Reduced 13.59%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
1,028
shares
|
$202,927
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
1,027
shares
|
$202,729
0.06% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
1,020
shares
|
$201,348
0.02% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,019
shares
|
$201,150
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,018
shares
|
$200,953
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
1,010
shares
|
$199,374
0.01% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Jul 29, 2025 Q2 2025 |
1,010
shares
|
$199,374
0.09% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
1,010
shares
|
$199,374
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
1,009
shares
|
$199,176
0.02% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,006
shares
|
$198,584
0.06% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,005
shares
|
$198,387
0.0% of portfolio
|
Q2 2025
Reduced 6.86%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,004
shares
|
$198,189
0.05% of portfolio
|
Q2 2025
New holding
|