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 1,797 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 $88.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
885
shares
|
$184,363
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
882
shares
|
$183,738
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
879
shares
|
$183,113
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
877
shares
|
$182,696
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
875
shares
|
$182,280
0.05% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
875
shares
|
$182,280
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
871
shares
|
$181,446
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
867
shares
|
$180,613
0.01% of portfolio
|
Q1 2025
Added 40.52%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
867
shares
|
$180,613
0.1% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
866
shares
|
$180,405
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
864
shares
|
$179,988
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
861
shares
|
$179,363
0.04% of portfolio
|
Q2 2022
Reduced 91.63%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
861
shares
|
$179,363
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
859
shares
|
$178,946
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
854
shares
|
$177,905
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
851
shares
|
$177,280
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
850
shares
|
$177,072
0.01% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
847
shares
|
$176,447
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Marin
Novato, CA |
May 13, 2025 Q1 2025 |
841
shares
|
$175,197
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobsen Capital Management
|
Apr 25, 2025 Q1 2025 |
836
shares
|
$174,155
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Prairieview Wealth Partners, LLC
Orland Park, IL |
May 09, 2025 Q1 2025 |
833
shares
|
$173,530
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
829
shares
|
$172,697
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
829
shares
|
$172,697
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
825
shares
|
$171,864
0.03% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
823
shares
|
$171,447
0.07% of portfolio
|
Q1 2025
New holding
|