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 |
|---|---|---|---|---|---|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,378
shares
|
$791,848
0.22% of portfolio
|
Q3 2025
Added 25652.94%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
4,351
shares
|
$786,965
0.01% of portfolio
|
Q4 2025
Reduced 20.78%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Oct 10, 2025 Q3 2025 |
4,313
shares
|
$780,092
0.59% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
4,300
shares
|
$777,741
0.25% of portfolio
|
Q1 2025
Added 30.3%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
4,296
shares
|
$777,017
0.09% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
4,291
shares
|
$776,113
0.05% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
4,278
shares
|
$773,761
0.01% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
4,264
shares
|
$771,229
0.07% of portfolio
|
Q3 2025
Added 19.98%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
4,239
shares
|
$766,707
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
4,178
shares
|
$755,674
0.04% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
4,171
shares
|
$754,408
0.06% of portfolio
|
Q3 2025
Reduced 11.05%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
4,164
shares
|
$753,142
0.1% of portfolio
|
Q3 2025
Added 26.11%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
4,148
shares
|
$750,248
0.01% of portfolio
|
Q3 2025
Added 30.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,133
shares
|
$747,535
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Oct 14, 2025 Q3 2025 |
4,127
shares
|
$746,450
0.06% of portfolio
|
Q3 2025
Reduced 18.44%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
4,114
shares
|
$744,099
0.27% of portfolio
|
Q3 2025
Added 34.89%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2025 Q3 2025 |
4,100
shares
|
$741,567
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
4,094
shares
|
$740,481
0.16% of portfolio
|
Q4 2025
Reduced 3.24%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,083
shares
|
$738,492
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
4,063
shares
|
$734,874
0.7% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
4,040
shares
|
$730,714
0.56% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,013
shares
|
$725,831
0.28% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,956
shares
|
$715,521
0.22% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
James Hambro & Partners
|
Oct 15, 2025 Q3 2025 |
3,953
shares
|
$714,979
0.03% of portfolio
|
Q3 2025
Added 69.95%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
3,952
shares
|
$714,798
0.09% of portfolio
|
Q3 2025
Added 4.97%
|
|