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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
3,220
shares
|
$635,628
0.07% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,219
shares
|
$635,430
0.12% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,202
shares
|
$632,074
0.45% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
3,200
shares
|
$631,680
0.13% of portfolio
|
Q1 2022
Reduced 23.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$631,680
0.03% of portfolio
|
Q2 2025
Reduced 15.97%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
3,182
shares
|
$628,126
0.04% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,181
shares
|
$627,929
0.26% of portfolio
|
Q2 2025
Added 12.8%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,180
shares
|
$627,732
0.01% of portfolio
|
Q2 2025
Reduced 26.78%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
3,179
shares
|
$627,534
0.11% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
3,165
shares
|
$624,771
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jul 18, 2025 Q2 2025 |
3,158
shares
|
$623,389
0.12% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
3,150
shares
|
$621,810
0.09% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
3,149
shares
|
$621,612
0.03% of portfolio
|
Q2 2025
Reduced 79.47%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
3,135
shares
|
$618,849
0.22% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
3,126
shares
|
$617,072
0.01% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,119
shares
|
$615,690
0.03% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
3,102
shares
|
$612,334
0.3% of portfolio
|
Q2 2025
Reduced 41.24%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,093
shares
|
$610,558
0.1% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,066
shares
|
$605,228
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,064
shares
|
$604,833
0.17% of portfolio
|
Q4 2024
Added 39.59%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
3,050
shares
|
$602,070
0.24% of portfolio
|
Q2 2025
Added 13.55%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,049
shares
|
$601,872
0.06% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,034
shares
|
$598,911
0.11% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
3,030
shares
|
$598,122
0.06% of portfolio
|
Q2 2024
Added 23.93%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
3,030
shares
|
$598,122
0.03% of portfolio
|
Q1 2024
Added 0.46%
|