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 |
|---|---|---|---|---|---|
|
Wealthstream Advisors, Inc.
|
May 07, 2025 Q1 2025 |
943
shares
|
$198,312
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
941
shares
|
$197,892
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
935
shares
|
$196,630
0.07% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
934
shares
|
$196,420
0.07% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
May 09, 2025 Q1 2025 |
934
shares
|
$196,420
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
928
shares
|
$195,158
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
916
shares
|
$192,634
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
915
shares
|
$192,424
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
914
shares
|
$192,214
0.04% of portfolio
|
Q1 2025
Reduced 17.95%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
912
shares
|
$191,793
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
910
shares
|
$191,373
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
903
shares
|
$189,900
0.01% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
901
shares
|
$189,480
0.23% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
May 13, 2025 Q1 2025 |
900
shares
|
$189,270
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
899
shares
|
$189,059
0.01% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Teza Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
897
shares
|
$188,639
0.1% of portfolio
|
Q1 2025
Reduced 85.8%
|
|
|
Natural Investments, LLC
|
May 09, 2025 Q1 2025 |
896
shares
|
$188,428
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
896
shares
|
$188,428
0.17% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
896
shares
|
$188,428
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
895
shares
|
$188,218
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
892
shares
|
$187,587
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
890
shares
|
$187,167
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
889
shares
|
$186,956
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
887
shares
|
$186,536
0.02% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
885
shares
|
$186,115
0.15% of portfolio
|
Q3 2022
New holding
|