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 |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,505
shares
|
$297,087
0.0% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
1,500
shares
|
$296,100
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
1,498
shares
|
$295,705
0.02% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
1,493
shares
|
$294,718
0.02% of portfolio
|
Q2 2025
Added 33.42%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
1,492
shares
|
$294,520
0.03% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,490
shares
|
$294,126
0.05% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
1,486
shares
|
$293,336
0.07% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,479
shares
|
$291,954
0.15% of portfolio
|
Q1 2023
Added 4.97%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,477
shares
|
$291,559
0.13% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
1,476
shares
|
$291,362
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
1,473
shares
|
$290,770
0.07% of portfolio
|
Q4 2023
Added 2.01%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
1,470
shares
|
$290,178
0.26% of portfolio
|
Q2 2025
Reduced 24.19%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
1,470
shares
|
$290,178
0.16% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
1,462
shares
|
$288,598
0.08% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
1,462
shares
|
$288,598
0.01% of portfolio
|
Q2 2025
Reduced 34.7%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
1,460
shares
|
$288,204
0.11% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Aug 15, 2025 Q2 2025 |
1,456
shares
|
$287,414
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,450
shares
|
$286,230
0.0% of portfolio
|
Q4 2023
Reduced 10.16%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
1,446
shares
|
$285,440
0.22% of portfolio
|
Q1 2025
Reduced 12.36%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
1,440
shares
|
$284,256
0.06% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Jul 31, 2025 Q2 2025 |
1,436
shares
|
$283,466
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
1,435
shares
|
$283,269
0.08% of portfolio
|
Q3 2024
Reduced 17.29%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
1,426
shares
|
$281,492
0.19% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
1,425
shares
|
$281,295
0.08% of portfolio
|
Q1 2023
Reduced 9.52%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
1,421
shares
|
$280,505
0.06% of portfolio
|
Q2 2025
Added 16.48%
|