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 |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
1,273
shares
|
$251,290
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
1,269
shares
|
$250,500
0.03% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
1,266
shares
|
$249,908
0.13% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
1,264
shares
|
$249,513
0.04% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,262
shares
|
$249,118
0.02% of portfolio
|
Q2 2025
Added 35.99%
|
|
|
New England Professional Planning Group Inc.
|
Jul 22, 2025 Q2 2025 |
1,261
shares
|
$248,921
0.13% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
1,258
shares
|
$248,329
0.12% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
1,256
shares
|
$247,934
0.02% of portfolio
|
Q1 2025
Reduced 6.27%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,253
shares
|
$247,342
0.04% of portfolio
|
Q4 2023
Reduced 4.93%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
1,251
shares
|
$246,947
0.01% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
1,248
shares
|
$246,355
0.09% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
1,248
shares
|
$246,355
0.01% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,246
shares
|
$245,960
0.04% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,244
shares
|
$245,565
0.02% of portfolio
|
Q2 2025
Reduced 60.68%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
1,243
shares
|
$245,368
0.23% of portfolio
|
Q2 2024
Reduced 8.45%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
1,238
shares
|
$244,381
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,237
shares
|
$244,183
0.01% of portfolio
|
Q2 2025
Added 13.07%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
1,236
shares
|
$243,986
0.01% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
1,232
shares
|
$243,196
0.25% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,219
shares
|
$240,630
0.09% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,219
shares
|
$240,630
0.03% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
1,217
shares
|
$240,235
0.01% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
1,212
shares
|
$239,248
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,212
shares
|
$239,248
0.28% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
1,210
shares
|
$238,854
0.17% of portfolio
|
Q1 2025
Reduced 7.63%
|