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 |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
8,985
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jan 07, 2026 Q4 2025 |
8,890
shares
|
$1.61 Million
0.49% of portfolio
|
Q4 2025
Added 3.55%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
8,868
shares
|
$1.6 Million
0.07% of portfolio
|
Q4 2025
Added 15.27%
|
|
|
Tealwood Asset Management Inc
|
Jan 07, 2026 Q4 2025 |
8,855
shares
|
$1.6 Million
0.74% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
8,835
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
8,832
shares
|
$1.6 Million
0.12% of portfolio
|
Q3 2025
Reduced 86.56%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
8,804
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
8,767
shares
|
$1.59 Million
0.14% of portfolio
|
Q4 2022
Added 90.46%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
8,674
shares
|
$1.57 Million
0.08% of portfolio
|
Q3 2025
Added 85.07%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
8,641
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
8,588
shares
|
$1.55 Million
0.29% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
8,574
shares
|
$1.55 Million
0.16% of portfolio
|
Q4 2025
Reduced 29.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
8,560
shares
|
$1.55 Million
0.11% of portfolio
|
Q3 2025
Added 34.04%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
8,559
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
8,411
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2023
Reduced 1.21%
|
|
|
Pictet Bank & Trust LTD
|
Oct 21, 2025 Q3 2025 |
8,395
shares
|
$1.52 Million
2.03% of portfolio
|
Q1 2025
Added 25.37%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
8,383
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
8,349
shares
|
$1.51 Million
0.71% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
8,337
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Pensionfund Sabic
|
Jan 12, 2026 Q4 2025 |
8,300
shares
|
$1.5 Million
0.42% of portfolio
|
Q4 2025
Reduced 2.35%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
8,276
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 24.25%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
8,230
shares
|
$1.49 Million
0.29% of portfolio
|
Q3 2025
Reduced 13.83%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
8,227
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
8,189
shares
|
$1.48 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
8,183
shares
|
$1.48 Million
0.66% of portfolio
|
Q3 2025
Added 163.8%
|
|