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 |
|---|---|---|---|---|---|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
6,512
shares
|
$1.18 Million
0.46% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
6,478
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
6,453
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2022
Added 8.67%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
6,403
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2023
Added 20.49%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2025 Q3 2025 |
6,360
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
6,332
shares
|
$1.15 Million
0.18% of portfolio
|
Q4 2022
Reduced 1.71%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
6,329
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2025
Added 298.05%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
6,290
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2025
Reduced 26.66%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
6,269
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,262
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2025
Added 58.17%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
6,239
shares
|
$1.13 Million
0.21% of portfolio
|
Q3 2025
Added 35.63%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
6,208
shares
|
$1.12 Million
0.61% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
6,170
shares
|
$1.12 Million
0.79% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
6,153
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Added 63.69%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
6,100
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
6,089
shares
|
$1.1 Million
0.42% of portfolio
|
Q3 2022
Added 11.6%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
6,076
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2025
Added 59.85%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,067
shares
|
$1.1 Million
0.5% of portfolio
|
Q3 2025
Added 182.45%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
6,053
shares
|
$1.09 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2025 Q3 2025 |
6,049
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
6,035
shares
|
$1.09 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
6,034
shares
|
$1.09 Million
0.52% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
6,033
shares
|
$1.09 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
6,033
shares
|
$1.09 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,020
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2025
Added 2.33%
|
|