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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
62
shares
|
$13,020
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
61
shares
|
$12,810
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
61
shares
|
$12,810
0.01% of portfolio
|
Q2 2024
Reduced 39.6%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
61
shares
|
$12,810
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
58
shares
|
$12,180
0.01% of portfolio
|
Q4 2023
Added 20.83%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
55
shares
|
$11,550
0.0% of portfolio
|
Q1 2024
Reduced 6.78%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
55
shares
|
$11,550
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
55
shares
|
$11,550
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
54
shares
|
$11,340
0.0% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
52
shares
|
$10,920
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
50
shares
|
$10,500
0.0% of portfolio
|
Q1 2025
Added 525.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
48
shares
|
$10,080
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
46
shares
|
$9,660
0.0% of portfolio
|
Q1 2025
Added 475.0%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
45
shares
|
$9,450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
45
shares
|
$9,450
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
44
shares
|
$9,240
0.01% of portfolio
|
Q2 2023
Added 57.14%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
43
shares
|
$9,030
0.0% of portfolio
|
Q3 2024
Reduced 58.25%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
43
shares
|
$9,030
0.0% of portfolio
|
Q2 2025
Added 30.3%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
43
shares
|
$9,030
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
43
shares
|
$9,030
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
42
shares
|
$8,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
42
shares
|
$8,820
0.0% of portfolio
|
Q1 2025
Added 68.0%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
41
shares
|
$8,610
0.0% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
40
shares
|
$8,400
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
39
shares
|
$8,190
0.0% of portfolio
|
Q1 2024
New holding
|