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 |
|---|---|---|---|---|---|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
956
shares
|
$188,714
0.16% of portfolio
|
Q2 2025
Added 13.67%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
954
shares
|
$188,319
0.01% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
954
shares
|
$188,319
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
950
shares
|
$187,530
0.02% of portfolio
|
Q2 2025
Reduced 35.94%
|
|
|
Bank Of Nova Scotia Trust CO
|
Aug 13, 2025 Q2 2025 |
949
shares
|
$187,332
0.02% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
946
shares
|
$186,740
0.2% of portfolio
|
Q2 2025
Reduced 53.12%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
945
shares
|
$186,543
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
941
shares
|
$185,753
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
935
shares
|
$184,569
0.07% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
935
shares
|
$184,569
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
934
shares
|
$184,371
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
934
shares
|
$184,371
0.07% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
928
shares
|
$183,187
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
928
shares
|
$183,187
0.08% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
927
shares
|
$182,989
0.01% of portfolio
|
Q2 2025
Added 18440.0%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
919
shares
|
$181,410
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
916
shares
|
$180,818
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
915
shares
|
$180,621
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
903
shares
|
$178,252
0.01% of portfolio
|
Q2 2025
Added 26.29%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
890
shares
|
$175,686
0.04% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
887
shares
|
$175,093
0.02% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
885
shares
|
$174,699
0.15% of portfolio
|
Q3 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
875
shares
|
$172,725
0.03% of portfolio
|
Q2 2025
Added 1007.59%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
867
shares
|
$171,145
0.1% of portfolio
|
Q2 2022
Reduced 24.01%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
861
shares
|
$169,961
0.04% of portfolio
|
Q2 2022
Reduced 91.63%
|