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 1,789 institutions that hold shares in the stock, with a total of 428 Million shares, which have been reported (via 13F filing form) to have a value of $77.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
10,052
shares
|
$1.82 Million
0.07% of portfolio
|
Q4 2025
Added 66.4%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
10,018
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
10,000
shares
|
$1.81 Million
0.07% of portfolio
|
Q3 2019
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
9,983
shares
|
$1.81 Million
0.11% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
9,882
shares
|
$1.79 Million
0.22% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
9,881
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2025
Added 26.84%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
9,873
shares
|
$1.79 Million
0.12% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Kepler Cheuvreux (Suisse) Sa
Nyon, |
Nov 13, 2025 Q3 2025 |
9,834
shares
|
$1.78 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,779
shares
|
$1.77 Million
0.11% of portfolio
|
Q2 2022
Reduced 0.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,687
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
9,540
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
9,532
shares
|
$1.72 Million
0.09% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Palouse Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
9,525
shares
|
$1.72 Million
1.3% of portfolio
|
Q3 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
9,477
shares
|
$1.71 Million
0.1% of portfolio
|
Q3 2025
Added 47.92%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,406
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 100.68%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
9,380
shares
|
$1.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
9,279
shares
|
$1.68 Million
0.1% of portfolio
|
Q2 2022
Reduced 8.65%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
9,236
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
9,232
shares
|
$1.67 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,227
shares
|
$1.67 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
9,144
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Added 13.07%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
9,141
shares
|
$1.65 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
9,078
shares
|
$1.64 Million
0.57% of portfolio
|
Q4 2025
New holding
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
9,060
shares
|
$1.64 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
8,985
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2025
Added 6.52%
|
|