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 |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
1,590
shares
|
$313,866
0.02% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,589
shares
|
$313,668
0.03% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
1,589
shares
|
$313,668
0.03% of portfolio
|
Q1 2025
Reduced 11.72%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
1,586
shares
|
$313,076
0.03% of portfolio
|
Q4 2022
Reduced 12.42%
|
|
|
Capital Management Corp
|
Jul 28, 2025 Q2 2025 |
1,580
shares
|
$311,892
0.07% of portfolio
|
Q1 2022
Reduced 1.06%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
1,580
shares
|
$311,892
0.11% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,580
shares
|
$311,892
0.04% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,580
shares
|
$311,892
0.01% of portfolio
|
Q2 2025
Added 24.61%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,577
shares
|
$311,299
0.09% of portfolio
|
Q2 2025
Added 37.73%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
1,576
shares
|
$311,102
0.12% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,566
shares
|
$309,128
0.05% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
1,563
shares
|
$308,536
0.21% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Alphasimplex Group, LLC
Boston, MA |
Nov 08, 2022 Q3 2022 |
1,562
shares
|
$308,338
2.36% of portfolio
|
Q3 2022
Reduced 13.94%
|
|
|
Sentry Investment Management LLC
|
Jul 29, 2025 Q2 2025 |
1,559
shares
|
$307,746
0.18% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
1,548
shares
|
$305,575
0.16% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
1,547
shares
|
$305,377
0.02% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,545
shares
|
$304,983
0.17% of portfolio
|
Q1 2025
Added 53.73%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,532
shares
|
$302,416
0.08% of portfolio
|
Q3 2024
Reduced 42.38%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
1,530
shares
|
$302,022
0.12% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
1,530
shares
|
$302,022
0.01% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
1,520
shares
|
$300,048
0.17% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
1,519
shares
|
$299,850
0.08% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Slate Stone Wealth, LLC
|
Aug 12, 2025 Q2 2025 |
1,516
shares
|
$299,258
0.03% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,514
shares
|
$298,863
0.03% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
1,514
shares
|
$298,863
0.01% of portfolio
|
Q3 2024
Added 0.93%
|