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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
2,046
shares
|
$370,060
0.02% of portfolio
|
Q3 2025
Added 25.83%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
2,045
shares
|
$369,879
0.05% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,041
shares
|
$369,155
0.02% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
2,039
shares
|
$368,793
0.19% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,037
shares
|
$368,432
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
2,035
shares
|
$368,070
0.28% of portfolio
|
Q4 2023
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
2,031
shares
|
$367,346
0.25% of portfolio
|
Q1 2024
Added 32.66%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
2,030
shares
|
$367,166
0.05% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
2,014
shares
|
$364,272
0.08% of portfolio
|
Q3 2021
Added 0.75%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
2,004
shares
|
$362,463
0.01% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
2,002
shares
|
$362,101
0.05% of portfolio
|
Q3 2025
Reduced 12.42%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2025 Q3 2025 |
2,000
shares
|
$361,740
0.01% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
S&Co Inc
Boston, MA |
Nov 06, 2025 Q3 2025 |
2,000
shares
|
$361,740
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$361,740
0.08% of portfolio
|
Q2 2025
Reduced 41.09%
|
|
|
Terril Brothers, Inc.
|
Nov 13, 2025 Q3 2025 |
1,999
shares
|
$361,559
0.13% of portfolio
|
Q3 2025
Added 85.26%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
1,997
shares
|
$361,197
0.01% of portfolio
|
Q3 2025
Added 12.0%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,980
shares
|
$358,122
0.03% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
1,963
shares
|
$355,047
0.02% of portfolio
|
Q3 2025
Reduced 19.62%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,960
shares
|
$354,505
0.05% of portfolio
|
Q4 2022
Reduced 2.49%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
1,959
shares
|
$354,324
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
1,952
shares
|
$353,058
0.04% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,946
shares
|
$351,973
0.06% of portfolio
|
Q1 2025
Reduced 5.53%
|
|