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 |
|---|---|---|---|---|---|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
171
shares
|
$33,755
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
170
shares
|
$33,558
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
168
shares
|
$33,163
0.01% of portfolio
|
Q2 2024
Added 97.65%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
166
shares
|
$32,768
0.0% of portfolio
|
Q2 2025
Added 690.48%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
164
shares
|
$32,373
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
163
shares
|
$32,176
0.0% of portfolio
|
Q3 2024
Reduced 49.69%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
160
shares
|
$31,584
0.0% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
154
shares
|
$30,399
0.0% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
151
shares
|
$29,807
0.01% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
151
shares
|
$29,807
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
148
shares
|
$29,215
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
146
shares
|
$28,820
0.0% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
139
shares
|
$27,438
0.01% of portfolio
|
Q2 2025
Added 363.33%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
139
shares
|
$27,438
0.01% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
139
shares
|
$27,438
0.04% of portfolio
|
Q1 2024
Reduced 20.11%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
134
shares
|
$26,451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
130
shares
|
$25,662
0.01% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
129
shares
|
$25,464
0.02% of portfolio
|
Q1 2024
Reduced 43.67%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
122
shares
|
$24,082
0.01% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
118
shares
|
$23,293
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
111
shares
|
$21,911
0.01% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
106
shares
|
$20,924
0.0% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
106
shares
|
$20,924
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
104
shares
|
$20,529
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
102
shares
|
$20,134
0.09% of portfolio
|
Q3 2024
New holding
|