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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,003
shares
|
$197,992
0.02% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
1,002
shares
|
$197,794
0.0% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
1,000
shares
|
$197,400
0.03% of portfolio
|
Q2 2025
Reduced 45.89%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
1,000
shares
|
$197,400
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
999
shares
|
$197,202
0.01% of portfolio
|
Q2 2025
Added 13.27%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
998
shares
|
$197,005
0.04% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
995
shares
|
$196,413
0.05% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
993
shares
|
$196,018
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
993
shares
|
$196,018
0.08% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
992
shares
|
$195,820
0.01% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
990
shares
|
$195,426
0.11% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
990
shares
|
$195,426
0.02% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
989
shares
|
$195,228
0.04% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
987
shares
|
$194,833
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
984
shares
|
$194,241
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
980
shares
|
$193,452
0.04% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
976
shares
|
$192,662
0.15% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
975
shares
|
$192,465
0.02% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
975
shares
|
$192,465
0.02% of portfolio
|
Q2 2025
Reduced 44.54%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
975
shares
|
$192,465
0.12% of portfolio
|
Q2 2025
Reduced 73.01%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
971
shares
|
$191,675
0.01% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
971
shares
|
$191,675
0.02% of portfolio
|
Q2 2025
Added 5.54%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jul 25, 2025 Q2 2025 |
970
shares
|
$191,478
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
965
shares
|
$190,491
0.09% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
961
shares
|
$189,701
0.0% of portfolio
|
Q2 2025
Reduced 7.33%
|