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 |
|---|---|---|---|---|---|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
2,140
shares
|
$422,436
0.21% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
2,132
shares
|
$420,856
0.1% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,131
shares
|
$420,659
0.01% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
2,125
shares
|
$419,475
0.01% of portfolio
|
Q1 2025
Added 14.19%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,117
shares
|
$417,895
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,100
shares
|
$414,540
0.14% of portfolio
|
Q3 2023
Reduced 4.11%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
2,097
shares
|
$413,947
0.01% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
2,089
shares
|
$412,368
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
2,087
shares
|
$411,973
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
2,084
shares
|
$411,381
0.32% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
2,062
shares
|
$407,038
0.05% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
2,058
shares
|
$406,249
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,057
shares
|
$406,051
0.03% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
2,051
shares
|
$404,867
0.05% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
2,048
shares
|
$404,275
0.41% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,045
shares
|
$403,683
0.06% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,042
shares
|
$403,090
0.19% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
2,038
shares
|
$402,301
0.03% of portfolio
|
Q2 2025
Added 27.3%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,037
shares
|
$402,103
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,035
shares
|
$401,709
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
2,032
shares
|
$401,116
0.08% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
2,031
shares
|
$400,919
0.3% of portfolio
|
Q1 2024
Added 32.66%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,014
shares
|
$397,563
0.08% of portfolio
|
Q3 2021
Added 0.75%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
2,011
shares
|
$396,971
0.04% of portfolio
|
Q2 2025
Reduced 84.94%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,004
shares
|
$395,589
0.0% of portfolio
|
Q2 2025
New holding
|