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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
550
shares
|
$114,576
0.01% of portfolio
|
Q3 2024
Reduced 14.46%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
535
shares
|
$111,451
0.01% of portfolio
|
Q3 2022
Reduced 1.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
517
shares
|
$107,701
0.01% of portfolio
|
Q3 2024
Added 487.5%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
512
shares
|
$106,659
0.06% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
508
shares
|
$105,826
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
502
shares
|
$104,576
0.01% of portfolio
|
Q3 2024
Reduced 18.77%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
485
shares
|
$101,035
0.04% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
485
shares
|
$101,035
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
480
shares
|
$99,993
0.03% of portfolio
|
Q1 2025
Added 1500.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
469
shares
|
$97,702
0.02% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
463
shares
|
$96,452
0.03% of portfolio
|
Q2 2025
Reduced 29.1%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
461
shares
|
$96,035
0.04% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
461
shares
|
$96,035
0.09% of portfolio
|
Q4 2024
Added 67.64%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
455
shares
|
$94,785
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
453
shares
|
$94,368
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
450
shares
|
$93,744
0.08% of portfolio
|
Q4 2020
Added 28.57%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
441
shares
|
$91,869
0.11% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
435
shares
|
$90,619
0.07% of portfolio
|
Q1 2025
Reduced 13.86%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
430
shares
|
$89,577
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
429
shares
|
$89,369
0.0% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
425
shares
|
$88,536
0.01% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
425
shares
|
$88,536
0.1% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
423
shares
|
$88,119
0.02% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
422
shares
|
$87,911
0.02% of portfolio
|
Q2 2025
Added 181.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
410
shares
|
$85,411
0.04% of portfolio
|
Q3 2023
New holding
|