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 |
|---|---|---|---|---|---|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
27
shares
|
$5,329
0.0% of portfolio
|
Q2 2025
Added 42.11%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
27
shares
|
$5,329
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
25
shares
|
$4,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
25
shares
|
$4,935
0.0% of portfolio
|
Q3 2024
Reduced 54.55%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
25
shares
|
$4,935
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
24
shares
|
$4,737
0.0% of portfolio
|
Q1 2024
Reduced 48.94%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
22
shares
|
$4,342
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
21
shares
|
$4,145
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
21
shares
|
$4,145
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$3,948
0.0% of portfolio
|
Q1 2023
Added 100.0%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
20
shares
|
$3,948
0.0% of portfolio
|
Q2 2025
Reduced 99.02%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
20
shares
|
$3,948
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
19
shares
|
$3,750
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
18
shares
|
$3,553
0.0% of portfolio
|
Q4 2024
Reduced 48.57%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
18
shares
|
$3,553
0.0% of portfolio
|
Q2 2025
Added 125.0%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
18
shares
|
$3,553
0.0% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
18
shares
|
$3,553
0.0% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
17
shares
|
$3,355
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
17
shares
|
$3,355
0.0% of portfolio
|
Q3 2024
Reduced 26.09%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
16
shares
|
$3,158
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
16
shares
|
$3,158
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
15
shares
|
$2,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
14
shares
|
$2,763
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
13
shares
|
$2,566
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
13
shares
|
$2,566
0.0% of portfolio
|
Q2 2025
Reduced 43.48%
|