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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
102
shares
|
$20,134
0.01% of portfolio
|
Q3 2023
Added 32.47%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
102
shares
|
$20,134
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
100
shares
|
$19,740
0.0% of portfolio
|
Q2 2024
Reduced 48.72%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
100
shares
|
$19,740
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
99
shares
|
$19,542
0.01% of portfolio
|
Q2 2025
Reduced 39.63%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
96
shares
|
$18,950
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
96
shares
|
$18,950
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
95
shares
|
$18,753
0.01% of portfolio
|
Q2 2024
Reduced 92.22%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
95
shares
|
$18,753
0.01% of portfolio
|
Q1 2024
Reduced 39.87%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
93
shares
|
$18,358
0.0% of portfolio
|
Q2 2025
Reduced 19.13%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
91
shares
|
$17,963
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
90
shares
|
$17,766
0.0% of portfolio
|
Q3 2024
Added 210.34%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
90
shares
|
$17,766
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
90
shares
|
$17,766
0.01% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
89
shares
|
$17,568
0.0% of portfolio
|
Q4 2022
Added 36.92%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
88
shares
|
$17,371
0.01% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
88
shares
|
$17,371
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
85
shares
|
$16,779
0.0% of portfolio
|
Q4 2021
Reduced 27.97%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
81
shares
|
$15,989
0.0% of portfolio
|
Q2 2024
Reduced 25.69%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
80
shares
|
$15,792
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
80
shares
|
$15,792
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
78
shares
|
$15,397
0.0% of portfolio
|
Q4 2024
Added 56.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
76
shares
|
$15,002
0.0% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
76
shares
|
$15,002
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
75
shares
|
$14,805
0.01% of portfolio
|
Q1 2025
New holding
|