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 1,791 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $77.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S Bank Fund Management LTD
Helsinki, H9 |
Oct 27, 2025 Q3 2025 |
7,202
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
7,066
shares
|
$1.28 Million
0.26% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
7,060
shares
|
$1.28 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.09%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
7,010
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2025
Reduced 16.79%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,976
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
6,957
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,949
shares
|
$1.26 Million
0.1% of portfolio
|
Q4 2023
Reduced 0.59%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
6,937
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
6,936
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
6,903
shares
|
$1.25 Million
0.62% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
6,886
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.73%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
6,847
shares
|
$1.24 Million
1.16% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
6,823
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Reduced 32.78%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
6,802
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
6,740
shares
|
$1.22 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Citizens & Northern Corp
|
Oct 24, 2025 Q3 2025 |
6,728
shares
|
$1.22 Million
0.34% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,727
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
6,719
shares
|
$1.22 Million
0.24% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
6,711
shares
|
$1.21 Million
0.41% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
6,708
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
6,655
shares
|
$1.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 51.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,653
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Added 54.76%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
6,622
shares
|
$1.2 Million
0.49% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,619
shares
|
$1.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
6,512
shares
|
$1.18 Million
0.46% of portfolio
|
Q3 2025
Added 2.92%
|
|