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 |
|---|---|---|---|---|---|
|
Dempze Nancy E
|
May 06, 2025 Q1 2025 |
1,210
shares
|
$254,463
0.2% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
1,209
shares
|
$254,252
0.02% of portfolio
|
Q1 2025
Reduced 19.4%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,207
shares
|
$253,832
0.02% of portfolio
|
Q4 2023
Added 0.92%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
1,200
shares
|
$252,360
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,200
shares
|
$252,360
0.07% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
1,200
shares
|
$252,360
0.17% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
1,194
shares
|
$251,098
0.19% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,191
shares
|
$250,467
0.05% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,188
shares
|
$249,836
0.11% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,185
shares
|
$249,205
0.02% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,185
shares
|
$249,205
0.03% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
1,185
shares
|
$249,205
0.01% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,181
shares
|
$248,364
0.07% of portfolio
|
Q1 2023
Added 1.11%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,179
shares
|
$247,943
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
1,177
shares
|
$247,523
0.01% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
1,175
shares
|
$247,102
0.01% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
1,171
shares
|
$246,261
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
1,171
shares
|
$246,261
0.05% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,170
shares
|
$246,051
0.08% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
1,158
shares
|
$243,527
0.02% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,152
shares
|
$242,265
0.02% of portfolio
|
Q1 2025
Reduced 23.3%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
1,148
shares
|
$241,424
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
1,148
shares
|
$241,424
0.05% of portfolio
|
Q1 2025
Reduced 16.81%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,144
shares
|
$240,583
0.0% of portfolio
|
Q3 2022
Added 5.05%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
1,141
shares
|
$239,952
0.07% of portfolio
|
Q4 2024
Added 12.64%
|