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 1,800 institutions that hold shares in the stock, with a total of 424 Million shares, which have been reported (via 13F filing form) to have a value of $89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
298
shares
|
$62,582
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
297
shares
|
$62,372
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
292
shares
|
$61,322
0.03% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
289
shares
|
$60,692
0.01% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
288
shares
|
$60,482
0.0% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
286
shares
|
$60,062
0.01% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
284
shares
|
$59,642
0.01% of portfolio
|
Q2 2024
Reduced 82.25%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
282
shares
|
$59,222
0.01% of portfolio
|
Q2 2023
Added 86.75%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
281
shares
|
$59,012
0.03% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
279
shares
|
$58,592
0.02% of portfolio
|
Q1 2025
Added 16.25%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
278
shares
|
$58,382
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
276
shares
|
$57,962
0.0% of portfolio
|
Q1 2025
Added 98.56%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
273
shares
|
$57,332
0.01% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
269
shares
|
$56,492
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
263
shares
|
$55,232
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
263
shares
|
$55,232
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
253
shares
|
$53,132
0.02% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
251
shares
|
$52,712
0.01% of portfolio
|
Q1 2025
Reduced 84.42%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
249
shares
|
$52,292
0.02% of portfolio
|
Q1 2025
Added 492.86%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
246
shares
|
$51,662
0.01% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
244
shares
|
$51,242
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
237
shares
|
$49,772
0.02% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
236
shares
|
$49,562
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
236
shares
|
$49,562
0.04% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
222
shares
|
$46,622
0.01% of portfolio
|
Q1 2025
Added 13.85%
|