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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,268
shares
|
$266,660
0.01% of portfolio
|
Q1 2025
Reduced 47.28%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
1,266
shares
|
$266,239
0.13% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
1,264
shares
|
$265,819
0.04% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
1,263
shares
|
$265,608
0.01% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,262
shares
|
$265,398
0.02% of portfolio
|
Q2 2025
Added 35.99%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
1,261
shares
|
$265,188
0.13% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
1,258
shares
|
$264,557
0.12% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
1,256
shares
|
$264,136
0.02% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
1,254
shares
|
$263,716
0.01% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,253
shares
|
$263,505
0.01% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,253
shares
|
$263,505
0.05% of portfolio
|
Q4 2023
Reduced 4.93%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
1,248
shares
|
$262,454
0.1% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,246
shares
|
$262,033
0.04% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
1,246
shares
|
$262,033
0.01% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
1,244
shares
|
$261,613
0.13% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
1,243
shares
|
$261,402
0.23% of portfolio
|
Q2 2024
Reduced 8.45%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
1,240
shares
|
$260,772
0.03% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
1,230
shares
|
$258,669
0.08% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
1,230
shares
|
$258,669
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
1,227
shares
|
$258,038
0.28% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
1,225
shares
|
$257,617
0.01% of portfolio
|
Q1 2025
Reduced 32.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,220
shares
|
$256,566
0.01% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
1,220
shares
|
$256,566
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,219
shares
|
$256,355
0.03% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
1,213
shares
|
$255,093
0.04% of portfolio
|
Q1 2024
New holding
|