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 |
|---|---|---|---|---|---|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
2,873
shares
|
$519,639
0.08% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,864
shares
|
$518,011
0.05% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Kearns & Associates LLC
|
Jan 08, 2026 Q4 2025 |
2,860
shares
|
$517,288
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Oct 29, 2025 Q3 2025 |
2,843
shares
|
$514,213
0.52% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
2,837
shares
|
$513,128
0.04% of portfolio
|
Q3 2025
Added 103.95%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
2,817
shares
|
$509,510
0.17% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,810
shares
|
$508,244
0.08% of portfolio
|
Q4 2025
Reduced 21.97%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
2,807
shares
|
$507,702
0.17% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 14, 2025 Q3 2025 |
2,805
shares
|
$507,340
0.28% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,799
shares
|
$506,255
0.06% of portfolio
|
Q3 2025
Reduced 29.67%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
2,779
shares
|
$502,637
0.1% of portfolio
|
Q3 2025
Reduced 24.44%
|
|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
2,774
shares
|
$501,733
0.37% of portfolio
|
Q3 2025
Reduced 56.21%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
2,764
shares
|
$499,924
0.12% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,761
shares
|
$499,382
0.06% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Wellington Capital Management, Inc.
Bethesda, MD |
Aug 15, 2025 Q2 2025 |
2,760
shares
|
$499,201
0.9% of portfolio
|
Q2 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
2,736
shares
|
$494,860
0.01% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Nov 06, 2025 Q3 2025 |
2,730
shares
|
$493,775
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
2,725
shares
|
$492,870
0.01% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
2,710
shares
|
$490,157
0.09% of portfolio
|
Q3 2025
Added 8.84%
|
|
|
Fulcrum Asset Management LLP
London, X0 |
Nov 24, 2025 Q3 2025 |
2,667
shares
|
$482,380
0.15% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
2,666
shares
|
$482,199
0.14% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,665
shares
|
$482,018
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
2,657
shares
|
$480,571
0.03% of portfolio
|
Q3 2025
Reduced 40.02%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,654
shares
|
$480,028
0.03% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
2,653
shares
|
$479,848
0.04% of portfolio
|
Q3 2025
Reduced 26.26%
|
|