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 |
|---|---|---|---|---|---|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
1,787
shares
|
$352,753
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,787
shares
|
$352,753
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,783
shares
|
$351,964
0.03% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
1,783
shares
|
$351,964
0.01% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
1,783
shares
|
$351,964
0.06% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,778
shares
|
$350,977
0.18% of portfolio
|
Q2 2023
Reduced 4.05%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
1,778
shares
|
$350,977
0.08% of portfolio
|
Q1 2023
Reduced 1.39%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
1,777
shares
|
$350,779
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
1,773
shares
|
$349,990
0.09% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
1,767
shares
|
$348,805
0.03% of portfolio
|
Q2 2025
Added 25.94%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,762
shares
|
$347,818
0.02% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
1,756
shares
|
$346,634
0.03% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
1,754
shares
|
$346,239
0.05% of portfolio
|
Q2 2025
Reduced 64.4%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
1,754
shares
|
$346,239
0.02% of portfolio
|
Q2 2025
Reduced 25.61%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,745
shares
|
$344,463
0.01% of portfolio
|
Q2 2025
Reduced 6.03%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
1,731
shares
|
$341,699
0.04% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,730
shares
|
$341,502
0.04% of portfolio
|
Q3 2023
Added 29.78%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
1,726
shares
|
$340,712
0.11% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,723
shares
|
$340,120
0.02% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
1,718
shares
|
$339,133
0.0% of portfolio
|
Q2 2025
Reduced 20.76%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
1,714
shares
|
$338,343
0.01% of portfolio
|
Q2 2025
Added 39.92%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
1,713
shares
|
$338,146
0.04% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Sep 04, 2025 Q2 2025 |
1,710
shares
|
$337,554
0.02% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,708
shares
|
$337,159
0.01% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,706
shares
|
$336,764
0.03% of portfolio
|
Q1 2025
Reduced 2.23%
|