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 |
|---|---|---|---|---|---|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
999
shares
|
$210,089
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
995
shares
|
$209,248
0.05% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
993
shares
|
$208,827
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
993
shares
|
$208,827
0.08% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
992
shares
|
$208,617
0.01% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
990
shares
|
$208,197
0.11% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
990
shares
|
$208,197
0.02% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
989
shares
|
$207,986
0.04% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
989
shares
|
$207,986
0.03% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
986
shares
|
$207,355
0.1% of portfolio
|
Q1 2025
Reduced 36.1%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
986
shares
|
$207,355
0.03% of portfolio
|
Q1 2025
Reduced 51.07%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
981
shares
|
$206,304
0.02% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
980
shares
|
$206,094
0.04% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
976
shares
|
$205,252
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
975
shares
|
$205,042
0.02% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
971
shares
|
$204,201
0.01% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
971
shares
|
$204,201
0.02% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Apr 10, 2025 Q1 2025 |
970
shares
|
$203,991
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
962
shares
|
$202,308
0.1% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
956
shares
|
$201,046
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
955
shares
|
$200,836
0.0% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
954
shares
|
$200,626
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
953
shares
|
$200,415
0.01% of portfolio
|
Q1 2025
Reduced 65.81%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
947
shares
|
$199,154
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
944
shares
|
$198,523
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|