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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
216
shares
|
$45,362
0.02% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
206
shares
|
$43,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
195
shares
|
$40,951
0.02% of portfolio
|
Q3 2023
Added 9.55%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
194
shares
|
$40,741
0.01% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
193
shares
|
$40,531
0.01% of portfolio
|
Q2 2025
Added 114.44%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
193
shares
|
$40,531
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
193
shares
|
$40,531
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
190
shares
|
$39,901
0.0% of portfolio
|
Q4 2024
Reduced 59.31%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
189
shares
|
$39,691
0.02% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
187
shares
|
$39,271
0.01% of portfolio
|
Q1 2025
Added 133.75%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
183
shares
|
$38,431
0.02% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
180
shares
|
$37,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
178
shares
|
$37,381
0.02% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
177
shares
|
$37,171
0.0% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
171
shares
|
$35,911
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
171
shares
|
$35,911
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
169
shares
|
$35,491
0.0% of portfolio
|
Q1 2025
Added 60.95%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
168
shares
|
$35,281
0.01% of portfolio
|
Q2 2024
Added 97.65%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
164
shares
|
$34,441
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
164
shares
|
$34,441
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
163
shares
|
$34,231
0.0% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
163
shares
|
$34,231
0.0% of portfolio
|
Q1 2025
Added 1258.33%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
162
shares
|
$34,021
0.0% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
159
shares
|
$33,391
0.03% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
155
shares
|
$32,551
0.01% of portfolio
|
Q1 2025
Reduced 76.3%
|