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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
310
shares
|
$61,194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
308
shares
|
$60,799
0.03% of portfolio
|
Q2 2021
Added 0.65%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
305
shares
|
$60,207
0.02% of portfolio
|
Q2 2025
Reduced 29.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
301
shares
|
$59,417
0.0% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
300
shares
|
$59,220
0.0% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
300
shares
|
$59,220
0.03% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
300
shares
|
$59,220
0.01% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
300
shares
|
$59,220
0.03% of portfolio
|
Q2 2025
Added 8.3%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
298
shares
|
$58,825
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
298
shares
|
$58,825
0.05% of portfolio
|
Q2 2025
Added 195.05%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
295
shares
|
$58,233
0.01% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
291
shares
|
$57,443
0.02% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
289
shares
|
$57,048
0.01% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
286
shares
|
$56,456
0.01% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
284
shares
|
$56,061
0.01% of portfolio
|
Q2 2024
Reduced 82.25%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
282
shares
|
$55,666
0.01% of portfolio
|
Q2 2023
Added 86.75%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
281
shares
|
$55,469
0.03% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
279
shares
|
$55,074
0.02% of portfolio
|
Q1 2025
Added 16.25%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
278
shares
|
$54,877
0.0% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
273
shares
|
$53,890
0.01% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
269
shares
|
$53,100
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
266
shares
|
$52,508
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
258
shares
|
$50,929
0.0% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
254
shares
|
$50,139
0.0% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
253
shares
|
$49,942
0.02% of portfolio
|
Q2 2025
Reduced 2.32%
|