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 |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
95
shares
|
$19,950
0.01% of portfolio
|
Q1 2024
Reduced 39.87%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
90
shares
|
$18,900
0.0% of portfolio
|
Q3 2024
Added 210.34%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
90
shares
|
$18,900
0.0% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
90
shares
|
$18,900
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
90
shares
|
$18,900
0.01% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
89
shares
|
$18,690
0.0% of portfolio
|
Q4 2022
Added 36.92%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
88
shares
|
$18,480
0.01% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
88
shares
|
$18,480
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
85
shares
|
$17,850
0.0% of portfolio
|
Q4 2021
Reduced 27.97%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
81
shares
|
$17,010
0.0% of portfolio
|
Q2 2024
Reduced 25.69%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
80
shares
|
$16,800
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
80
shares
|
$16,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
79
shares
|
$16,590
0.0% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
78
shares
|
$16,380
0.0% of portfolio
|
Q4 2024
Added 56.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
76
shares
|
$15,960
0.0% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
76
shares
|
$15,960
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
75
shares
|
$15,750
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
71
shares
|
$14,910
0.01% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
71
shares
|
$14,910
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
70
shares
|
$14,700
0.0% of portfolio
|
Q1 2025
Added 22.81%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
70
shares
|
$14,700
0.0% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
66
shares
|
$13,860
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
65
shares
|
$13,650
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
63
shares
|
$13,230
0.01% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
63
shares
|
$13,230
0.01% of portfolio
|
Q1 2025
Reduced 65.57%
|