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 |
|---|---|---|---|---|---|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
3,906
shares
|
$771,044
0.68% of portfolio
|
Q2 2025
Added 17.51%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,900
shares
|
$769,860
0.33% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
3,897
shares
|
$769,267
0.01% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
3,882
shares
|
$766,306
0.25% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
3,870
shares
|
$763,938
1.37% of portfolio
|
Q1 2023
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,860
shares
|
$761,964
0.39% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,854
shares
|
$760,779
0.12% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
3,844
shares
|
$758,805
0.19% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,837
shares
|
$757,423
0.23% of portfolio
|
Q1 2025
Reduced 31.47%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,825
shares
|
$755,055
0.02% of portfolio
|
Q4 2023
Reduced 24.26%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
3,805
shares
|
$751,107
0.11% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,803
shares
|
$750,712
0.02% of portfolio
|
Q4 2022
Added 3.26%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,801
shares
|
$750,317
0.03% of portfolio
|
Q2 2025
Reduced 28.31%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,794
shares
|
$748,935
0.02% of portfolio
|
Q2 2025
Reduced 58.51%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
3,788
shares
|
$747,751
0.12% of portfolio
|
Q1 2025
Added 61.33%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
3,787
shares
|
$747,553
0.0% of portfolio
|
Q2 2025
Reduced 78.73%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,778
shares
|
$745,777
0.02% of portfolio
|
Q2 2020
Reduced 4.17%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
3,765
shares
|
$743,211
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,764
shares
|
$743,013
0.05% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
3,761
shares
|
$742,421
0.15% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
3,759
shares
|
$742,026
0.07% of portfolio
|
Q2 2025
Added 294.85%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,755
shares
|
$741,237
0.66% of portfolio
|
Q3 2023
Reduced 2.59%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,741
shares
|
$738,473
0.31% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
3,712
shares
|
$732,748
0.14% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
3,697
shares
|
$729,787
0.0% of portfolio
|
Q2 2025
Added 15.1%
|