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 |
|---|---|---|---|---|---|
|
Rice Hall James & Associates, LLC
|
Aug 11, 2025 Q2 2025 |
1,350
shares
|
$266,490
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
1,348
shares
|
$266,095
0.06% of portfolio
|
Q2 2025
Added 44.33%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,339
shares
|
$264,318
0.01% of portfolio
|
Q2 2025
Added 46.5%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
1,338
shares
|
$264,121
0.01% of portfolio
|
Q3 2022
Added 4.69%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
1,338
shares
|
$264,121
0.03% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,325
shares
|
$261,555
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,322
shares
|
$260,962
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
1,315
shares
|
$259,581
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
1,314
shares
|
$259,383
0.12% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
1,313
shares
|
$259,186
0.03% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
1,313
shares
|
$259,186
0.01% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
1,311
shares
|
$258,791
0.14% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
1,310
shares
|
$258,594
0.02% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,305
shares
|
$257,607
0.03% of portfolio
|
Q3 2022
Added 1.24%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,304
shares
|
$257,409
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jul 14, 2025 Q2 2025 |
1,302
shares
|
$257,014
0.16% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
1,301
shares
|
$256,817
0.07% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
1,301
shares
|
$256,817
0.04% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Credit Capital Investments LLC
Short Hills, NJ |
Aug 08, 2025 Q2 2025 |
1,300
shares
|
$256,620
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,297
shares
|
$256,027
0.06% of portfolio
|
Q2 2025
Added 48.23%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
1,293
shares
|
$255,238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Aug 15, 2025 Q2 2025 |
1,292
shares
|
$255,040
0.2% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
1,289
shares
|
$254,448
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
1,288
shares
|
$254,251
0.02% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Nichols & Pratt Advisers LLP
|
Aug 05, 2025 Q2 2025 |
1,277
shares
|
$252,079
0.02% of portfolio
|
Q4 2022
New holding
|