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 |
|---|---|---|---|---|---|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
6,945
shares
|
$1.37 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
6,904
shares
|
$1.36 Million
0.75% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,903
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
6,892
shares
|
$1.36 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
6,865
shares
|
$1.36 Million
0.21% of portfolio
|
Q2 2025
Added 21.68%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
6,847
shares
|
$1.35 Million
1.33% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
6,841
shares
|
$1.35 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
6,830
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
6,777
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
6,705
shares
|
$1.32 Million
0.4% of portfolio
|
Q2 2025
Reduced 19.54%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
6,689
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Reduced 23.58%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
6,685
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
6,645
shares
|
$1.31 Million
0.47% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
6,619
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
6,617
shares
|
$1.31 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
6,575
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
6,560
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 21766.67%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
6,502
shares
|
$1.28 Million
0.99% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
6,485
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
6,472
shares
|
$1.28 Million
0.13% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
6,453
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2022
Added 8.67%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
6,448
shares
|
$1.27 Million
0.1% of portfolio
|
Q2 2025
Added 89.81%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
6,444
shares
|
$1.27 Million
0.08% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
6,407
shares
|
$1.26 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
6,403
shares
|
$1.26 Million
0.02% of portfolio
|
Q2 2023
Added 20.49%
|