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 |
|---|---|---|---|---|---|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
4,711
shares
|
$852,078
0.03% of portfolio
|
Q3 2025
Reduced 34.71%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2025 Q3 2025 |
4,706
shares
|
$851,174
0.17% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
4,689
shares
|
$848,099
0.16% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,676
shares
|
$845,748
0.11% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,672
shares
|
$845,024
0.02% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,651
shares
|
$841,226
0.01% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Murphy Pohlad Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
4,645
shares
|
$840,141
0.37% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
4,645
shares
|
$840,141
0.18% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
4,621
shares
|
$835,800
0.06% of portfolio
|
Q3 2025
Reduced 5.75%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
4,607
shares
|
$833,268
0.05% of portfolio
|
Q3 2025
Added 24.72%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
4,606
shares
|
$833,087
0.05% of portfolio
|
Q3 2025
Reduced 36.41%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
4,586
shares
|
$829,469
0.02% of portfolio
|
Q4 2025
Added 37.35%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
4,580
shares
|
$828,384
0.03% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
4,517
shares
|
$816,989
0.01% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,514
shares
|
$816,447
0.01% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
4,494
shares
|
$812,829
0.03% of portfolio
|
Q3 2025
Reduced 12.07%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
4,491
shares
|
$812,287
0.19% of portfolio
|
Q3 2025
Added 28.28%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
4,489
shares
|
$811,925
0.29% of portfolio
|
Q3 2025
Added 8.19%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
4,487
shares
|
$811,563
0.07% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
4,473
shares
|
$809,031
0.21% of portfolio
|
Q4 2025
Reduced 1.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
4,473
shares
|
$809,031
0.04% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
4,435
shares
|
$802,158
0.07% of portfolio
|
Q3 2025
Reduced 56.69%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Oct 31, 2025 Q3 2025 |
4,428
shares
|
$800,892
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,425
shares
|
$800,349
0.02% of portfolio
|
Q3 2025
Added 20.02%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,385
shares
|
$793,114
0.04% of portfolio
|
Q3 2025
Reduced 3.61%
|
|