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 1,798 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 |
|---|---|---|---|---|---|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
410
shares
|
$86,223
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
407
shares
|
$85,592
0.05% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
403
shares
|
$84,750
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Riverview Trust CO
|
Jul 18, 2025 Q2 2025 |
400
shares
|
$84,120
0.14% of portfolio
|
Q2 2025
Reduced 63.96%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
396
shares
|
$83,278
0.03% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
385
shares
|
$80,965
0.04% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
381
shares
|
$80,124
0.02% of portfolio
|
Q2 2024
Added 17.96%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
377
shares
|
$79,283
0.01% of portfolio
|
Q1 2025
Added 169.29%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
374
shares
|
$78,652
0.04% of portfolio
|
Q4 2023
Added 285.57%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
372
shares
|
$78,231
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
358
shares
|
$75,287
0.0% of portfolio
|
Q3 2019
Reduced 17.89%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
356
shares
|
$74,866
0.0% of portfolio
|
Q2 2025
Added 1218.52%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
343
shares
|
$72,132
2.32% of portfolio
|
Q3 2024
Reduced 98.98%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
337
shares
|
$70,871
0.0% of portfolio
|
Q1 2025
Reduced 14.47%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
334
shares
|
$70,240
0.05% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
334
shares
|
$70,240
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
332
shares
|
$69,819
0.01% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
329
shares
|
$69,188
0.06% of portfolio
|
Q1 2025
Reduced 48.51%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
328
shares
|
$68,978
0.01% of portfolio
|
Q1 2024
Added 10.44%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
310
shares
|
$65,193
0.02% of portfolio
|
Q1 2025
Added 124.64%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
308
shares
|
$64,772
0.03% of portfolio
|
Q2 2021
Added 0.65%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
302
shares
|
$63,510
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
300
shares
|
$63,090
0.0% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
300
shares
|
$63,090
0.03% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
300
shares
|
$63,090
0.03% of portfolio
|
Q2 2025
Added 8.3%
|