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 1,798 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $89.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,498
shares
|
$312,063
0.05% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
1,493
shares
|
$311,021
0.02% of portfolio
|
Q2 2025
Added 33.42%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,492
shares
|
$310,813
0.03% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
1,486
shares
|
$309,563
0.04% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
1,485
shares
|
$309,355
0.09% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
1,483
shares
|
$308,938
0.03% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
1,480
shares
|
$308,313
0.03% of portfolio
|
Q1 2025
Reduced 40.54%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,479
shares
|
$308,105
0.15% of portfolio
|
Q1 2023
Added 4.97%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,477
shares
|
$307,688
0.03% of portfolio
|
Q1 2025
Added 17.32%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,477
shares
|
$307,688
0.13% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
1,475
shares
|
$307,272
0.1% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
1,473
shares
|
$306,855
0.07% of portfolio
|
Q4 2023
Added 2.01%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,470
shares
|
$306,230
0.16% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
1,465
shares
|
$305,188
0.18% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,462
shares
|
$304,563
0.08% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
1,462
shares
|
$304,563
0.08% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
1,460
shares
|
$304,147
0.11% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
1,450
shares
|
$302,064
0.0% of portfolio
|
Q4 2023
Reduced 10.16%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
1,449
shares
|
$301,855
0.0% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,446
shares
|
$301,230
0.22% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
1,441
shares
|
$300,189
0.03% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Ignite Planners, LLC
|
Jul 23, 2025 Q2 2025 |
1,440
shares
|
$299,980
0.05% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
1,440
shares
|
$299,980
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
1,436
shares
|
$299,147
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,435
shares
|
$298,939
0.08% of portfolio
|
Q3 2024
Reduced 17.29%
|