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 |
|---|---|---|---|---|---|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
3,500
shares
|
$633,045
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
Oct 23, 2025 Q3 2025 |
3,500
shares
|
$633,045
0.11% of portfolio
|
Q2 2021
Reduced 0.11%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,462
shares
|
$626,171
0.01% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,453
shares
|
$624,544
0.03% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
3,402
shares
|
$615,319
0.06% of portfolio
|
Q3 2025
Added 62.85%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
3,395
shares
|
$614,053
0.05% of portfolio
|
Q4 2022
Added 2.01%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
3,379
shares
|
$611,159
0.48% of portfolio
|
Q4 2025
Reduced 18.68%
|
|
|
Buckley Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
3,375
shares
|
$610,436
0.19% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
3,364
shares
|
$608,446
0.02% of portfolio
|
Q2 2025
Reduced 51.33%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
3,340
shares
|
$604,105
0.13% of portfolio
|
Q1 2019
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
3,334
shares
|
$603,020
0.03% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
3,298
shares
|
$596,509
0.09% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
3,286
shares
|
$594,338
0.01% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
3,283
shares
|
$593,796
0.16% of portfolio
|
Q4 2025
Added 19.04%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,259
shares
|
$589,455
0.01% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
3,257
shares
|
$589,093
0.0% of portfolio
|
Q4 2022
Reduced 9.4%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
3,256
shares
|
$588,912
0.31% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
3,255
shares
|
$588,731
0.13% of portfolio
|
Q4 2025
Added 0.49%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
3,244
shares
|
$586,742
0.07% of portfolio
|
Q2 2021
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Jan 07, 2026 Q4 2025 |
3,236
shares
|
$585,295
0.12% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
3,230
shares
|
$584,210
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
3,222
shares
|
$582,763
0.01% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
3,200
shares
|
$578,784
0.11% of portfolio
|
Q1 2022
Reduced 23.81%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
3,182
shares
|
$575,528
0.11% of portfolio
|
Q3 2025
Added 14.01%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,181
shares
|
$575,347
0.26% of portfolio
|
Q2 2025
Added 12.8%
|
|