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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,144
shares
|
$225,825
0.0% of portfolio
|
Q3 2022
Added 5.05%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
1,141
shares
|
$225,233
0.07% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
1,135
shares
|
$224,049
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
1,125
shares
|
$222,075
0.03% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,116
shares
|
$220,298
0.08% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
1,114
shares
|
$219,903
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
1,106
shares
|
$218,324
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
1,102
shares
|
$217,534
0.01% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Paradigm Asset Management CO LLC
|
Aug 06, 2025 Q2 2025 |
1,100
shares
|
$217,140
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,095
shares
|
$216,153
0.03% of portfolio
|
Q2 2025
Added 11.05%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,093
shares
|
$215,758
0.02% of portfolio
|
Q2 2025
Added 15.42%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
1,090
shares
|
$215,166
0.04% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
1,084
shares
|
$213,981
0.0% of portfolio
|
Q2 2025
Reduced 57.2%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
1,082
shares
|
$213,586
0.09% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
1,079
shares
|
$212,994
0.1% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
1,073
shares
|
$211,810
0.02% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
1,069
shares
|
$211,020
0.01% of portfolio
|
Q2 2025
Added 7.01%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
1,068
shares
|
$210,823
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
1,067
shares
|
$210,625
0.01% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,064
shares
|
$210,033
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,063
shares
|
$209,836
0.01% of portfolio
|
Q2 2025
Added 163.77%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
1,059
shares
|
$209,046
0.01% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
1,059
shares
|
$209,046
0.01% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
1,056
shares
|
$208,454
0.17% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
1,054
shares
|
$208,059
0.03% of portfolio
|
Q2 2025
Added 2.83%
|