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 |
|---|---|---|---|---|---|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
71
shares
|
$14,015
0.01% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
71
shares
|
$14,015
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
70
shares
|
$13,818
0.01% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
70
shares
|
$13,818
0.0% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
65
shares
|
$12,831
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
65
shares
|
$12,831
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
63
shares
|
$12,436
0.01% of portfolio
|
Q1 2025
Reduced 65.57%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
62
shares
|
$12,238
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
61
shares
|
$12,041
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
61
shares
|
$12,041
0.01% of portfolio
|
Q2 2025
Reduced 99.54%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
55
shares
|
$10,857
0.0% of portfolio
|
Q1 2024
Reduced 6.78%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 23, 2025 Q2 2025 |
55
shares
|
$10,857
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
55
shares
|
$10,857
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
54
shares
|
$10,659
0.0% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
50
shares
|
$9,870
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
48
shares
|
$9,475
0.0% of portfolio
|
Q2 2025
Reduced 31.43%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
48
shares
|
$9,475
0.01% of portfolio
|
Q2 2025
Reduced 17.24%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
48
shares
|
$9,475
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
46
shares
|
$9,080
0.0% of portfolio
|
Q1 2025
Added 475.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
45
shares
|
$8,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
45
shares
|
$8,883
0.0% of portfolio
|
Q2 2025
Added 542.86%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
45
shares
|
$8,883
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
45
shares
|
$8,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
44
shares
|
$8,685
0.01% of portfolio
|
Q2 2023
Added 57.14%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
43
shares
|
$8,488
0.0% of portfolio
|
Q2 2025
Added 30.3%
|