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 |
|---|---|---|---|---|---|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,236
shares
|
$404,425
0.18% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
2,233
shares
|
$403,882
0.13% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 13, 2025 Q3 2025 |
2,225
shares
|
$402,435
0.01% of portfolio
|
Q2 2025
Added 28.99%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
2,225
shares
|
$402,435
0.04% of portfolio
|
Q3 2021
Added 18.04%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
2,218
shares
|
$401,169
0.1% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Gam Holding Ag
|
Oct 21, 2025 Q3 2025 |
2,212
shares
|
$400,084
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
2,212
shares
|
$400,084
0.14% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Cornerstone Advisory, LLC
|
Nov 07, 2025 Q3 2025 |
2,208
shares
|
$399,360
0.05% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
David R. Rahn & Associates Inc.
|
Oct 22, 2025 Q3 2025 |
2,207
shares
|
$399,180
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
2,189
shares
|
$395,924
0.02% of portfolio
|
Q3 2022
Reduced 0.55%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
2,188
shares
|
$395,743
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,182
shares
|
$394,658
0.05% of portfolio
|
Q3 2025
Reduced 22.4%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,172
shares
|
$392,849
0.04% of portfolio
|
Q2 2023
Reduced 3.81%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
2,153
shares
|
$389,413
0.01% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,144
shares
|
$387,785
0.01% of portfolio
|
Q3 2025
Reduced 48.88%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
2,132
shares
|
$385,614
0.08% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
2,127
shares
|
$384,710
0.08% of portfolio
|
Q3 2025
Added 34.88%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
2,122
shares
|
$383,806
0.07% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,117
shares
|
$382,901
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,105
shares
|
$380,731
0.02% of portfolio
|
Q3 2025
Added 22.17%
|
|
|
Smith & Howard Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
2,100
shares
|
$379,827
0.12% of portfolio
|
Q3 2023
Reduced 4.11%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
2,087
shares
|
$377,475
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
2,059
shares
|
$372,411
0.01% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
2,057
shares
|
$372,049
0.03% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
2,048
shares
|
$370,421
0.34% of portfolio
|
Q2 2025
Reduced 2.38%
|
|