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 |
|---|---|---|---|---|---|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
1,420
shares
|
$280,308
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
1,419
shares
|
$280,110
0.21% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
1,418
shares
|
$279,913
0.03% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
1,417
shares
|
$279,715
0.0% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
1,417
shares
|
$279,715
0.13% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,414
shares
|
$279,123
0.05% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
1,411
shares
|
$278,531
0.02% of portfolio
|
Q2 2025
Added 26.43%
|
|
|
Capital Wealth Planning, LLC
|
Aug 07, 2025 Q2 2025 |
1,400
shares
|
$276,360
0.0% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,400
shares
|
$276,360
0.06% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
1,399
shares
|
$276,162
0.03% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
1,395
shares
|
$275,373
0.01% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
1,392
shares
|
$274,780
0.16% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,391
shares
|
$274,583
0.03% of portfolio
|
Q2 2025
Added 8.84%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
1,390
shares
|
$274,386
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
1,386
shares
|
$273,596
0.02% of portfolio
|
Q2 2025
Added 37.77%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
1,383
shares
|
$273,004
0.01% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,381
shares
|
$272,609
0.01% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
1,380
shares
|
$272,412
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
1,375
shares
|
$271,425
0.01% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
1,374
shares
|
$271,227
0.0% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,369
shares
|
$270,240
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
1,368
shares
|
$270,043
0.01% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,357
shares
|
$267,871
0.01% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
1,356
shares
|
$267,674
0.24% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,355
shares
|
$267,477
0.03% of portfolio
|
Q1 2025
Reduced 0.37%
|