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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
5,015
shares
|
$907,063
0.01% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
5,004
shares
|
$905,073
0.04% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
5,000
shares
|
$904,350
0.28% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
4,996
shares
|
$903,626
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,987
shares
|
$901,998
0.02% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
4,986
shares
|
$901,817
0.48% of portfolio
|
Q3 2025
Reduced 29.34%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
4,966
shares
|
$898,200
0.02% of portfolio
|
Q4 2025
Reduced 11.24%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
4,965
shares
|
$898,019
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jan 12, 2026 Q4 2025 |
4,954
shares
|
$896,029
0.7% of portfolio
|
Q4 2025
Added 4.19%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
4,950
shares
|
$895,306
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,935
shares
|
$892,593
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
4,935
shares
|
$892,593
0.12% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
4,934
shares
|
$892,412
0.02% of portfolio
|
Q3 2025
Added 52.28%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,915
shares
|
$888,976
0.08% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
4,905
shares
|
$887,167
0.45% of portfolio
|
Q1 2024
Added 18.25%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
4,893
shares
|
$884,996
0.42% of portfolio
|
Q3 2023
Reduced 14.74%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
4,892
shares
|
$884,816
0.03% of portfolio
|
Q4 2025
Added 32.97%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
4,886
shares
|
$883,730
0.08% of portfolio
|
Q3 2025
Added 4.6%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
4,886
shares
|
$883,730
0.11% of portfolio
|
Q4 2025
Added 164.68%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
4,882
shares
|
$883,007
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,848
shares
|
$876,857
0.03% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
4,838
shares
|
$875,049
0.09% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,783
shares
|
$865,101
0.4% of portfolio
|
Q3 2025
Added 22.23%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
4,776
shares
|
$863,835
0.03% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
4,764
shares
|
$861,664
0.14% of portfolio
|
Q3 2025
Reduced 1.85%
|
|