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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
3,761
shares
|
$680,252
0.13% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
3,755
shares
|
$679,166
0.66% of portfolio
|
Q3 2023
Reduced 2.59%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
3,718
shares
|
$672,474
0.05% of portfolio
|
Q3 2025
Added 15.47%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
3,710
shares
|
$671,027
0.27% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,706
shares
|
$670,304
0.1% of portfolio
|
Q3 2025
Reduced 58.22%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
3,663
shares
|
$662,526
0.1% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,658
shares
|
$661,622
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3,657
shares
|
$661,441
0.1% of portfolio
|
Q3 2025
Reduced 24.92%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
3,650
shares
|
$660,175
0.07% of portfolio
|
Q4 2025
Added 13.92%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
3,647
shares
|
$659,632
0.05% of portfolio
|
Q4 2025
Added 11.53%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
3,643
shares
|
$658,909
0.05% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
3,641
shares
|
$658,547
0.27% of portfolio
|
Q4 2025
Reduced 0.76%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
3,640
shares
|
$658,366
0.09% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
3,639
shares
|
$658,185
0.0% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
3,610
shares
|
$652,940
0.02% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,605
shares
|
$652,036
0.12% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 15, 2025 Q3 2025 |
3,600
shares
|
$651,132
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,589
shares
|
$649,142
0.1% of portfolio
|
Q1 2025
Reduced 9.48%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
3,587
shares
|
$648,780
0.06% of portfolio
|
Q3 2025
Added 22.8%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,574
shares
|
$646,429
0.05% of portfolio
|
Q3 2025
Reduced 44.57%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
3,541
shares
|
$640,460
0.18% of portfolio
|
Q4 2025
Reduced 2.48%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
3,541
shares
|
$640,460
0.05% of portfolio
|
Q4 2025
Reduced 31.75%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,503
shares
|
$633,587
0.17% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Aug 14, 2025 Q2 2025 |
3,502
shares
|
$633,406
0.7% of portfolio
|
Q2 2025
Added 6.28%
|
|