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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
151
shares
|
$31,711
0.01% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
151
shares
|
$31,711
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
150
shares
|
$31,501
0.01% of portfolio
|
Q1 2025
Added 36.36%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
141
shares
|
$29,611
0.01% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
139
shares
|
$29,191
0.04% of portfolio
|
Q1 2024
Reduced 20.11%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
135
shares
|
$28,351
0.02% of portfolio
|
Q4 2022
Reduced 73.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
132
shares
|
$27,721
0.01% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
130
shares
|
$27,301
0.01% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
129
shares
|
$27,091
0.02% of portfolio
|
Q1 2024
Reduced 43.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
122
shares
|
$25,621
0.0% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
119
shares
|
$24,991
0.0% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
115
shares
|
$24,151
0.01% of portfolio
|
Q1 2025
Added 2775.0%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
114
shares
|
$23,941
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
113
shares
|
$23,731
0.01% of portfolio
|
Q1 2025
Reduced 18.12%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
106
shares
|
$22,261
0.01% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
104
shares
|
$21,841
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
102
shares
|
$21,421
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
102
shares
|
$21,421
0.01% of portfolio
|
Q3 2023
Added 32.47%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
101
shares
|
$21,211
0.02% of portfolio
|
Q1 2025
Reduced 8.18%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
100
shares
|
$21,001
0.0% of portfolio
|
Q2 2024
Reduced 48.72%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
100
shares
|
$21,001
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
96
shares
|
$20,160
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
96
shares
|
$20,160
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
95
shares
|
$19,950
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
95
shares
|
$19,950
0.01% of portfolio
|
Q2 2024
Reduced 92.22%
|