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 |
|---|---|---|---|---|---|
|
Asb Consultores, LLC
Aventura, FL |
May 13, 2025 Q1 2025 |
1,433
shares
|
$301,359
0.23% of portfolio
|
Q1 2025
Reduced 41.63%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
1,426
shares
|
$299,887
0.15% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
1,425
shares
|
$299,677
0.08% of portfolio
|
Q1 2023
Reduced 9.52%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,420
shares
|
$298,626
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
1,419
shares
|
$298,415
0.21% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,414
shares
|
$297,364
0.05% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Everett Harris & CO
|
May 12, 2025 Q1 2025 |
1,412
shares
|
$296,943
0.0% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
1,403
shares
|
$295,050
0.03% of portfolio
|
Q3 2024
Added 31.37%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
1,400
shares
|
$294,420
0.0% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
1,398
shares
|
$293,999
0.13% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
1,395
shares
|
$293,368
0.01% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
1,395
shares
|
$293,368
0.05% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
1,392
shares
|
$292,737
0.2% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,390
shares
|
$292,317
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
1,389
shares
|
$292,106
0.15% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
1,385
shares
|
$291,265
0.02% of portfolio
|
Q1 2025
Reduced 14.61%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
1,383
shares
|
$290,844
0.01% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,380
shares
|
$290,214
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,369
shares
|
$287,900
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
1,361
shares
|
$286,218
0.01% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,356
shares
|
$285,166
0.05% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,355
shares
|
$284,956
0.03% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Rice Hall James & Associates, LLC
|
May 01, 2025 Q1 2025 |
1,350
shares
|
$283,905
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
1,350
shares
|
$283,905
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
1,346
shares
|
$283,063
0.03% of portfolio
|
Q1 2025
Reduced 2.25%
|