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 |
|---|---|---|---|---|---|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
4,149
shares
|
$819,012
0.33% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Vera Bank, N.A.
|
Aug 07, 2025 Q2 2025 |
4,145
shares
|
$818,223
0.2% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,133
shares
|
$815,854
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
4,117
shares
|
$812,695
0.02% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,091
shares
|
$807,563
0.08% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,083
shares
|
$805,984
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
4,065
shares
|
$802,431
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
4,063
shares
|
$802,036
0.7% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
4,022
shares
|
$793,942
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,016
shares
|
$792,758
0.01% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,016
shares
|
$792,758
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
4,005
shares
|
$790,587
0.09% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
3,980
shares
|
$785,652
0.1% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
3,975
shares
|
$784,665
0.38% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3,959
shares
|
$781,506
0.01% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,956
shares
|
$780,914
0.22% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
3,952
shares
|
$780,124
0.07% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
3,944
shares
|
$778,545
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,933
shares
|
$776,374
0.18% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
3,932
shares
|
$776,176
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
3,928
shares
|
$775,387
0.19% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,923
shares
|
$774,400
0.01% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
3,913
shares
|
$772,426
0.41% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
3,912
shares
|
$772,228
0.08% of portfolio
|
Q2 2025
Reduced 69.76%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
3,911
shares
|
$772,031
0.54% of portfolio
|
Q1 2025
Added 4.63%
|