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 |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
3,951
shares
|
$714,617
0.06% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
3,945
shares
|
$713,532
0.17% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,938
shares
|
$712,266
0.07% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
3,933
shares
|
$711,361
0.14% of portfolio
|
Q1 2025
Reduced 7.83%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
3,931
shares
|
$710,999
0.32% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
3,927
shares
|
$710,276
0.07% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,923
shares
|
$709,553
0.01% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
3,919
shares
|
$708,829
0.02% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 30, 2025 Q3 2025 |
3,912
shares
|
$707,563
0.14% of portfolio
|
Q3 2025
Added 111.23%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
3,911
shares
|
$707,382
0.54% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
3,882
shares
|
$702,137
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
3,870
shares
|
$699,966
1.37% of portfolio
|
Q1 2023
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,854
shares
|
$697,072
0.12% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
3,851
shares
|
$696,530
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,833
shares
|
$693,274
0.19% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
3,825
shares
|
$691,827
0.02% of portfolio
|
Q4 2023
Reduced 24.26%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
3,808
shares
|
$688,752
0.12% of portfolio
|
Q3 2025
Reduced 19.63%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,803
shares
|
$687,848
0.02% of portfolio
|
Q4 2022
Added 3.26%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
3,793
shares
|
$686,039
0.01% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,786
shares
|
$684,773
0.01% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,783
shares
|
$684,231
0.03% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,778
shares
|
$683,326
0.02% of portfolio
|
Q2 2020
Reduced 4.17%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
3,773
shares
|
$682,422
0.04% of portfolio
|
Q3 2025
Reduced 13.24%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
3,764
shares
|
$680,794
0.05% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,763
shares
|
$680,613
0.02% of portfolio
|
Q3 2025
Added 11.46%
|
|