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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
247
shares
|
$48,757
0.04% of portfolio
|
Q2 2025
Added 44.44%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
240
shares
|
$47,376
0.0% of portfolio
|
Q2 2025
Added 47.24%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
239
shares
|
$47,178
0.03% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
237
shares
|
$46,783
0.02% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
234
shares
|
$46,191
0.01% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
232
shares
|
$45,796
0.01% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
216
shares
|
$42,638
0.02% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
206
shares
|
$40,664
0.01% of portfolio
|
Q2 2025
Reduced 21.67%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
206
shares
|
$40,664
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
205
shares
|
$40,467
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
196
shares
|
$38,690
0.01% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
195
shares
|
$38,493
0.02% of portfolio
|
Q3 2023
Added 9.55%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
193
shares
|
$38,098
0.01% of portfolio
|
Q2 2025
Added 114.44%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
193
shares
|
$38,098
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
190
shares
|
$37,506
0.0% of portfolio
|
Q4 2024
Reduced 59.31%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
189
shares
|
$37,308
0.02% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
187
shares
|
$36,913
0.01% of portfolio
|
Q1 2025
Added 133.75%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
183
shares
|
$36,124
0.02% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
182
shares
|
$35,926
0.01% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
182
shares
|
$35,926
0.03% of portfolio
|
Q2 2025
Added 14.47%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
180
shares
|
$35,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
179
shares
|
$35,334
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
178
shares
|
$35,137
0.02% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
177
shares
|
$34,939
0.0% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
175
shares
|
$34,545
0.02% of portfolio
|
Q2 2025
Added 29.63%
|