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 |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
43
shares
|
$8,488
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
43
shares
|
$8,488
0.01% of portfolio
|
Q2 2025
Added 115.0%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
42
shares
|
$8,290
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
42
shares
|
$8,290
0.0% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
42
shares
|
$8,290
0.0% of portfolio
|
Q2 2025
Added 740.0%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
41
shares
|
$8,093
0.0% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
41
shares
|
$8,093
0.0% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
40
shares
|
$7,896
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
39
shares
|
$7,698
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
39
shares
|
$7,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
38
shares
|
$7,501
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
37
shares
|
$7,303
0.0% of portfolio
|
Q2 2025
Added 208.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
37
shares
|
$7,303
0.0% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
36
shares
|
$7,106
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
36
shares
|
$7,106
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
35
shares
|
$6,909
0.0% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
34
shares
|
$6,711
0.0% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
32
shares
|
$6,316
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
32
shares
|
$6,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
31
shares
|
$6,119
0.01% of portfolio
|
Q1 2025
Added 520.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
30
shares
|
$5,922
0.0% of portfolio
|
Q2 2025
Reduced 30.23%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
29
shares
|
$5,724
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
29
shares
|
$5,724
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
29
shares
|
$5,724
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
28
shares
|
$5,527
0.0% of portfolio
|
Q3 2024
New holding
|