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 |
|---|---|---|---|---|---|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
3,165
shares
|
$572,453
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
3,150
shares
|
$569,740
0.08% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
3,147
shares
|
$569,197
0.39% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
3,140
shares
|
$567,931
0.19% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
3,137
shares
|
$567,389
0.04% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
3,105
shares
|
$561,601
0.01% of portfolio
|
Q4 2025
Reduced 25.36%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Oct 30, 2025 Q3 2025 |
3,102
shares
|
$561,058
0.34% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
3,093
shares
|
$559,430
0.15% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,093
shares
|
$559,430
0.1% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
3,092
shares
|
$559,250
0.05% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
3,085
shares
|
$557,983
0.16% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
3,082
shares
|
$557,441
0.21% of portfolio
|
Q3 2025
Added 12.11%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
3,064
shares
|
$554,185
0.17% of portfolio
|
Q4 2024
Added 39.59%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
3,063
shares
|
$554,004
0.06% of portfolio
|
Q3 2025
Added 9.39%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,034
shares
|
$548,759
0.11% of portfolio
|
Q1 2024
Added 1.17%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
3,030
shares
|
$548,036
0.05% of portfolio
|
Q2 2024
Added 23.93%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
3,030
shares
|
$548,036
0.03% of portfolio
|
Q1 2024
Added 0.46%
|
|
|
Regency Capital Management Inc.\De
|
Oct 20, 2025 Q3 2025 |
3,008
shares
|
$544,056
0.29% of portfolio
|
Q3 2025
Reduced 37.45%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
2,987
shares
|
$540,258
0.0% of portfolio
|
Q3 2025
Reduced 93.35%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
2,936
shares
|
$531,034
0.04% of portfolio
|
Q3 2025
Added 8.18%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
2,929
shares
|
$529,768
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
2,925
shares
|
$529,044
0.08% of portfolio
|
Q3 2025
Reduced 96.46%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
2,915
shares
|
$527,236
0.19% of portfolio
|
Q3 2025
Added 17.54%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,893
shares
|
$523,256
0.03% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
2,873
shares
|
$519,639
0.08% of portfolio
|
Q3 2024
Reduced 0.86%
|
|