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 1,799 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 |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,339
shares
|
$281,591
0.01% of portfolio
|
Q2 2025
Added 46.5%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,338
shares
|
$281,381
0.01% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
1,338
shares
|
$281,381
0.03% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,325
shares
|
$278,647
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,322
shares
|
$278,016
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
1,315
shares
|
$276,544
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,314
shares
|
$276,334
0.12% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
1,313
shares
|
$276,123
0.03% of portfolio
|
Q1 2025
Reduced 29.75%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
1,311
shares
|
$275,703
0.14% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,309
shares
|
$275,282
0.01% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,305
shares
|
$274,441
0.03% of portfolio
|
Q3 2022
Added 1.24%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,304
shares
|
$274,231
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
1,303
shares
|
$274,020
0.32% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
1,302
shares
|
$273,810
0.16% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
1,293
shares
|
$271,917
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
1,289
shares
|
$271,076
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
1,283
shares
|
$269,814
0.03% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,282
shares
|
$269,604
0.03% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
1,278
shares
|
$268,763
0.03% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Nichols & Pratt Advisers LLP
|
Apr 29, 2025 Q1 2025 |
1,277
shares
|
$268,553
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,277
shares
|
$268,553
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
1,275
shares
|
$268,132
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,273
shares
|
$267,711
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,272
shares
|
$267,501
0.01% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
1,270
shares
|
$267,081
0.02% of portfolio
|
Q1 2025
Added 16.3%
|