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 |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,207
shares
|
$238,261
0.02% of portfolio
|
Q4 2023
Added 0.92%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
1,200
shares
|
$236,880
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,200
shares
|
$236,880
0.07% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
1,200
shares
|
$236,880
0.15% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
1,194
shares
|
$235,695
0.19% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
1,193
shares
|
$235,498
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
1,191
shares
|
$235,103
0.05% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,190
shares
|
$234,906
0.01% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,189
shares
|
$234,708
0.04% of portfolio
|
Q2 2025
Added 5.31%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,185
shares
|
$233,919
0.02% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,185
shares
|
$233,919
0.03% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
1,185
shares
|
$233,919
0.01% of portfolio
|
Q2 2025
Reduced 10.16%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,181
shares
|
$233,129
0.07% of portfolio
|
Q1 2023
Added 1.11%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,179
shares
|
$232,734
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
1,177
shares
|
$232,339
0.01% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,177
shares
|
$232,339
0.03% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,172
shares
|
$231,352
0.01% of portfolio
|
Q2 2025
Added 29.79%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
1,170
shares
|
$230,958
0.08% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Ariston Services Group
San Diego, CA |
Jul 29, 2025 Q2 2025 |
1,168
shares
|
$230,563
0.18% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,167
shares
|
$230,365
0.1% of portfolio
|
Q2 2025
Reduced 15.98%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,166
shares
|
$230,168
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,162
shares
|
$229,378
0.01% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
1,158
shares
|
$228,589
0.02% of portfolio
|
Q2 2025
Added 10.29%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,152
shares
|
$227,404
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
1,148
shares
|
$226,615
0.13% of portfolio
|
Q2 2025
New holding
|