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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
21
shares
|
$4,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
21
shares
|
$4,410
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$4,200
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
20
shares
|
$4,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
20
shares
|
$4,200
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
19
shares
|
$3,990
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
18
shares
|
$3,780
0.0% of portfolio
|
Q4 2024
Reduced 48.57%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
17
shares
|
$3,570
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
17
shares
|
$3,570
0.0% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
16
shares
|
$3,360
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
16
shares
|
$3,360
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
16
shares
|
$3,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
15
shares
|
$3,150
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
15
shares
|
$3,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
14
shares
|
$2,940
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
13
shares
|
$2,730
0.0% of portfolio
|
Q2 2025
Reduced 43.48%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
12
shares
|
$2,520
0.0% of portfolio
|
Q4 2023
Added 20.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
12
shares
|
$2,520
0.0% of portfolio
|
Q2 2024
Added 140.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
12
shares
|
$2,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
12
shares
|
$2,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
12
shares
|
$2,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
11
shares
|
$2,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
9
shares
|
$1,890
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
9
shares
|
$1,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
9
shares
|
$1,890
0.0% of portfolio
|
Q4 2024
New holding
|