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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,129
shares
|
$237,428
0.04% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
1,125
shares
|
$236,587
0.04% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
1,123
shares
|
$236,166
0.03% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
1,119
shares
|
$235,325
0.02% of portfolio
|
Q1 2025
Added 16.32%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
1,116
shares
|
$234,694
0.02% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,116
shares
|
$234,694
0.08% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,114
shares
|
$234,274
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
1,106
shares
|
$232,591
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
1,102
shares
|
$231,750
0.01% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
1,096
shares
|
$230,488
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,094
shares
|
$230,068
0.02% of portfolio
|
Q1 2025
Reduced 46.21%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
1,093
shares
|
$229,857
0.12% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
1,092
shares
|
$229,647
0.2% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,082
shares
|
$227,544
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,079
shares
|
$226,913
0.0% of portfolio
|
Q1 2025
Reduced 39.28%
|
|
|
Ariston Services Group
San Diego, CA |
May 14, 2025 Q1 2025 |
1,079
shares
|
$226,913
0.22% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
1,077
shares
|
$226,493
0.21% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,068
shares
|
$224,600
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,068
shares
|
$224,600
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
1,054
shares
|
$221,656
0.03% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,053
shares
|
$221,445
0.01% of portfolio
|
Q1 2025
Added 45.04%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
1,052
shares
|
$221,235
0.09% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
1,050
shares
|
$220,815
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Terril Brothers, Inc.
|
May 13, 2025 Q1 2025 |
1,049
shares
|
$220,604
0.12% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
1,047
shares
|
$220,184
0.01% of portfolio
|
Q1 2025
New holding
|