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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,653
shares
|
$918,502
0.01% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Murphy Pohlad Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
4,645
shares
|
$916,923
0.43% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
4,617
shares
|
$911,395
0.09% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
4,600
shares
|
$908,040
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,586
shares
|
$905,276
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,580
shares
|
$904,092
0.03% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
4,567
shares
|
$901,525
0.29% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
4,556
shares
|
$899,354
0.21% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,549
shares
|
$897,972
0.05% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,460
shares
|
$880,404
0.01% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
4,444
shares
|
$877,245
0.36% of portfolio
|
Q1 2025
Added 31.75%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
4,430
shares
|
$874,482
0.05% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
4,406
shares
|
$869,744
0.06% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
4,394
shares
|
$867,375
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
4,383
shares
|
$865,204
0.11% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,376
shares
|
$863,822
0.06% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
4,358
shares
|
$860,269
0.02% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
4,349
shares
|
$858,492
0.06% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
4,337
shares
|
$856,123
0.67% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
4,300
shares
|
$848,820
0.33% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,299
shares
|
$848,622
0.02% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
4,214
shares
|
$831,843
0.05% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
4,205
shares
|
$830,067
0.12% of portfolio
|
Q2 2025
Added 180.71%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jul 30, 2025 Q2 2025 |
4,197
shares
|
$828,487
0.3% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
4,194
shares
|
$827,895
0.02% of portfolio
|
Q2 2025
Reduced 0.47%
|