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 |
|---|---|---|---|---|---|
|
Dillon & Associates Inc
|
Oct 28, 2025 Q3 2025 |
1,817
shares
|
$328,640
0.05% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,809
shares
|
$327,193
0.18% of portfolio
|
Q4 2023
Added 14.2%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
1,809
shares
|
$327,193
0.03% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
1,800
shares
|
$325,566
0.03% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
1,798
shares
|
$325,204
0.05% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,797
shares
|
$325,023
0.04% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,778
shares
|
$321,586
0.12% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,778
shares
|
$321,586
0.18% of portfolio
|
Q2 2023
Reduced 4.05%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
1,778
shares
|
$321,586
0.07% of portfolio
|
Q1 2023
Reduced 1.39%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
1,774
shares
|
$320,863
0.08% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2025 Q3 2025 |
1,767
shares
|
$319,597
0.02% of portfolio
|
Q2 2025
Added 25.94%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
1,756
shares
|
$317,607
0.03% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,756
shares
|
$317,607
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
1,738
shares
|
$314,352
0.1% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
1,735
shares
|
$313,809
0.48% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,731
shares
|
$313,085
0.01% of portfolio
|
Q3 2025
Reduced 54.38%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,730
shares
|
$312,905
0.04% of portfolio
|
Q3 2023
Added 29.78%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
1,730
shares
|
$312,905
0.12% of portfolio
|
Q4 2025
Added 7.65%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
1,720
shares
|
$311,096
0.01% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,718
shares
|
$310,734
0.02% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,715
shares
|
$310,192
0.0% of portfolio
|
Q3 2025
Reduced 26.05%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,710
shares
|
$309,287
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
1,708
shares
|
$308,925
0.03% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,705
shares
|
$308,383
0.01% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
1,704
shares
|
$308,202
0.12% of portfolio
|
Q3 2025
Added 0.47%
|
|