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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
5,933
shares
|
$1.07 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
5,928
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,899
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
5,867
shares
|
$1.06 Million
0.38% of portfolio
|
Q4 2025
Added 2.52%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
5,864
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
5,834
shares
|
$1.06 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
5,814
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Norway Savings Bank
|
Jan 08, 2026 Q4 2025 |
5,774
shares
|
$1.04 Million
0.5% of portfolio
|
Q4 2025
Reduced 10.26%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
5,763
shares
|
$1.04 Million
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 10, 2025 Q3 2025 |
5,745
shares
|
$1.04 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
5,690
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
5,662
shares
|
$1.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 31, 2025 Q3 2025 |
5,659
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Reduced 76.86%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
5,622
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2021
Added 3.69%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
5,618
shares
|
$1.02 Million
0.15% of portfolio
|
Q3 2025
Added 48.31%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
5,609
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
5,605
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2025
Reduced 19.96%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
5,591
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
5,557
shares
|
$1.01 Million
0.44% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
5,554
shares
|
$1 Million
0.22% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Center For Asset Management LLC
|
Nov 19, 2025 Q3 2025 |
5,552
shares
|
$1 Million
0.6% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
5,549
shares
|
$1 Million
0.22% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,533
shares
|
$1 Million
0.06% of portfolio
|
Q3 2025
Reduced 48.33%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
5,533
shares
|
$1 Million
0.05% of portfolio
|
Q4 2025
Reduced 11.16%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2026 Q4 2025 |
5,530
shares
|
$1 Million
0.07% of portfolio
|
Q2 2024
Reduced 35.17%
|
|