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 |
|---|---|---|---|---|---|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,868
shares
|
$368,743
0.53% of portfolio
|
Q2 2022
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
1,868
shares
|
$368,743
0.05% of portfolio
|
Q2 2025
Reduced 93.1%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
1,866
shares
|
$368,348
0.14% of portfolio
|
Q2 2025
Added 40.41%
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,860
shares
|
$367,164
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
1,857
shares
|
$366,571
0.15% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,854
shares
|
$365,979
0.04% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1,854
shares
|
$365,979
0.19% of portfolio
|
Q2 2025
Reduced 37.11%
|
|
|
Caxton Associates LLP
London, |
Aug 14, 2025 Q2 2025 |
1,854
shares
|
$365,979
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
1,852
shares
|
$365,584
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
1,852
shares
|
$365,584
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
1,846
shares
|
$364,400
0.06% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
1,845
shares
|
$364,203
0.02% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,841
shares
|
$363,413
0.05% of portfolio
|
Q2 2025
Added 663.9%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,841
shares
|
$363,413
0.15% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
1,836
shares
|
$362,426
0.33% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,825
shares
|
$360,255
0.01% of portfolio
|
Q2 2025
Added 45.65%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,825
shares
|
$360,255
0.01% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
1,820
shares
|
$359,268
0.27% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Dillon & Associates Inc
|
Aug 05, 2025 Q2 2025 |
1,817
shares
|
$358,675
0.05% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,813
shares
|
$357,886
0.03% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
1,810
shares
|
$357,294
0.01% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,809
shares
|
$357,096
0.18% of portfolio
|
Q4 2023
Added 14.2%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
1,802
shares
|
$355,714
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
1,796
shares
|
$354,530
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
1,788
shares
|
$352,951
0.12% of portfolio
|
Q2 2025
Added 0.39%
|