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 |
|---|---|---|---|---|---|
|
Ironwood Investment Counsel, LLC
|
Nov 05, 2025 Q3 2025 |
5,496
shares
|
$994,061
0.17% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
5,492
shares
|
$993,338
0.02% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,473
shares
|
$989,901
0.03% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
5,457
shares
|
$987,007
0.03% of portfolio
|
Q3 2025
Reduced 14.68%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
5,452
shares
|
$986,103
0.01% of portfolio
|
Q3 2025
Reduced 95.48%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,415
shares
|
$979,411
0.02% of portfolio
|
Q3 2022
Added 202.51%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
5,340
shares
|
$965,845
0.13% of portfolio
|
Q3 2025
Reduced 19.6%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 29, 2025 Q3 2025 |
5,302
shares
|
$958,972
0.3% of portfolio
|
Q3 2025
Added 26.33%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5,301
shares
|
$958,791
0.05% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
5,298
shares
|
$958,249
0.39% of portfolio
|
Q3 2025
Reduced 9.73%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
5,291
shares
|
$956,983
0.1% of portfolio
|
Q3 2025
Added 32.11%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
5,284
shares
|
$955,717
0.06% of portfolio
|
Q3 2025
Added 58.35%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
5,249
shares
|
$949,386
0.06% of portfolio
|
Q3 2025
Reduced 18.54%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
5,247
shares
|
$949,024
0.01% of portfolio
|
Q3 2025
Reduced 31.83%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
5,244
shares
|
$948,482
0.23% of portfolio
|
Q3 2025
Added 33.5%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,221
shares
|
$944,322
0.01% of portfolio
|
Q3 2025
Added 32.78%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
5,196
shares
|
$939,800
0.06% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
5,194
shares
|
$939,438
0.08% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
5,188
shares
|
$938,353
0.08% of portfolio
|
Q3 2025
Reduced 8.84%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
5,160
shares
|
$933,289
0.12% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
5,134
shares
|
$928,586
0.0% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
5,133
shares
|
$928,405
0.58% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
5,126
shares
|
$927,139
0.16% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
5,106
shares
|
$923,522
0.16% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
5,065
shares
|
$916,106
0.0% of portfolio
|
Q3 2025
Reduced 62.53%
|
|