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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
39
shares
|
$8,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
38
shares
|
$7,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
38
shares
|
$7,980
0.01% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
38
shares
|
$7,980
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
36
shares
|
$7,560
0.0% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
36
shares
|
$7,560
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
34
shares
|
$7,140
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
33
shares
|
$6,930
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
32
shares
|
$6,720
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
31
shares
|
$6,510
0.01% of portfolio
|
Q1 2025
Added 520.0%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
30
shares
|
$6,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
30
shares
|
$6,300
0.0% of portfolio
|
Q4 2023
Reduced 82.66%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
29
shares
|
$6,090
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
29
shares
|
$6,090
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
29
shares
|
$6,090
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
28
shares
|
$5,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
28
shares
|
$5,880
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
27
shares
|
$5,670
0.0% of portfolio
|
Q2 2025
Added 42.11%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
27
shares
|
$5,670
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
25
shares
|
$5,250
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$5,250
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
25
shares
|
$5,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
25
shares
|
$5,250
0.0% of portfolio
|
Q4 2024
Reduced 60.94%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
25
shares
|
$5,250
0.0% of portfolio
|
Q4 2024
Reduced 60.94%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
24
shares
|
$5,040
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|