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 1,789 institutions that hold shares in the stock, with a total of 428 Million shares, which have been reported (via 13F filing form) to have a value of $77.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,918
shares
|
$2.34 Million
0.03% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
12,856
shares
|
$2.33 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.71%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
12,834
shares
|
$2.32 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
12,795
shares
|
$2.31 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
12,670
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2023
Reduced 76.88%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
12,647
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Added 361.74%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
12,543
shares
|
$2.27 Million
0.05% of portfolio
|
Q3 2025
Added 53.6%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
12,418
shares
|
$2.25 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
12,352
shares
|
$2.23 Million
0.05% of portfolio
|
Q3 2025
Reduced 15.7%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,182
shares
|
$2.2 Million
0.05% of portfolio
|
Q3 2025
Added 87.85%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
12,161
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 91.03%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
12,119
shares
|
$2.19 Million
0.06% of portfolio
|
Q3 2025
Added 18.88%
|
|
|
Delta Global Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,111
shares
|
$2.19 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
12,073
shares
|
$2.18 Million
0.1% of portfolio
|
Q3 2025
Added 801.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
12,047
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2025
Added 99.12%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
12,026
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
11,921
shares
|
$2.16 Million
0.04% of portfolio
|
Q3 2025
Added 18.08%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
11,903
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,889
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
11,745
shares
|
$2.12 Million
1.07% of portfolio
|
Q4 2023
New holding
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
11,694
shares
|
$2.12 Million
0.09% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
11,685
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2025
Reduced 51.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,664
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
11,524
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
11,477
shares
|
$2.08 Million
0.04% of portfolio
|
Q3 2025
Added 5.06%
|
|