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 |
|---|---|---|---|---|---|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,917
shares
|
$346,727
0.12% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,912
shares
|
$345,823
0.0% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
1,910
shares
|
$345,461
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,910
shares
|
$345,461
0.05% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
1,910
shares
|
$345,461
0.07% of portfolio
|
Q4 2025
Added 11.37%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
1,902
shares
|
$344,014
0.01% of portfolio
|
Q2 2025
Added 33.57%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
1,897
shares
|
$343,110
0.02% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
1,896
shares
|
$342,929
0.04% of portfolio
|
Q4 2025
Reduced 27.85%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
1,891
shares
|
$342,025
0.06% of portfolio
|
Q3 2025
Added 6.06%
|
|
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
Nov 14, 2025 Q3 2025 |
1,883
shares
|
$340,578
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
1,876
shares
|
$339,312
0.05% of portfolio
|
Q4 2025
Added 53.77%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,869
shares
|
$338,046
0.09% of portfolio
|
Q3 2025
Reduced 35.48%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
1,868
shares
|
$337,865
0.53% of portfolio
|
Q2 2022
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
1,852
shares
|
$334,971
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
1,851
shares
|
$334,790
0.02% of portfolio
|
Q3 2025
Reduced 41.83%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
1,841
shares
|
$332,981
0.15% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
1,837
shares
|
$332,258
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,837
shares
|
$332,258
0.02% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
1,830
shares
|
$330,992
0.04% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Nov 03, 2025 Q3 2025 |
1,829
shares
|
$330,811
0.27% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,825
shares
|
$330,087
0.01% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
1,824
shares
|
$329,906
0.04% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
1,823
shares
|
$329,726
0.06% of portfolio
|
Q3 2025
Reduced 8.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
1,821
shares
|
$329,364
0.02% of portfolio
|
Q3 2025
Reduced 10.65%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
1,820
shares
|
$329,183
0.23% of portfolio
|
Q2 2025
Reduced 0.05%
|
|