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 |
|---|---|---|---|---|---|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
1,700
shares
|
$335,580
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
1,700
shares
|
$335,580
0.03% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
1,700
shares
|
$335,580
0.01% of portfolio
|
Q2 2025
Reduced 97.11%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
1,696
shares
|
$334,790
0.14% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
1,685
shares
|
$332,619
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,684
shares
|
$332,421
0.0% of portfolio
|
Q2 2025
Reduced 30.36%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
1,682
shares
|
$332,026
0.01% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 13, 2025 Q2 2025 |
1,675
shares
|
$330,645
0.25% of portfolio
|
Q2 2025
Added 16.89%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
1,672
shares
|
$330,052
0.17% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,668
shares
|
$329,263
0.05% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
1,667
shares
|
$329,065
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
1,661
shares
|
$327,881
0.01% of portfolio
|
Q2 2025
Added 60.79%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,650
shares
|
$325,710
0.06% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
1,644
shares
|
$324,525
0.03% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,644
shares
|
$324,525
0.05% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,638
shares
|
$323,341
0.02% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
1,632
shares
|
$322,156
0.07% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
1,626
shares
|
$320,972
0.02% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,618
shares
|
$319,393
0.51% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
1,618
shares
|
$319,393
0.01% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,613
shares
|
$318,406
0.06% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
1,610
shares
|
$317,814
0.12% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
1,609
shares
|
$317,616
0.19% of portfolio
|
Q4 2021
Added 0.56%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
1,607
shares
|
$317,221
0.14% of portfolio
|
Q4 2021
Added 1.77%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
1,600
shares
|
$315,840
0.05% of portfolio
|
Q1 2025
Reduced 50.0%
|