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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
1,702
shares
|
$307,840
0.01% of portfolio
|
Q4 2025
Reduced 4.33%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
1,702
shares
|
$307,840
0.02% of portfolio
|
Q3 2025
Reduced 2.96%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
1,699
shares
|
$307,298
0.1% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Abner Herrman & Brock LLC
|
Jan 06, 2026 Q4 2025 |
1,690
shares
|
$305,670
0.03% of portfolio
|
Q4 2025
Reduced 3.43%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,685
shares
|
$304,765
0.02% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
1,682
shares
|
$304,223
0.01% of portfolio
|
Q3 2025
Added 22.95%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 20, 2025 Q3 2025 |
1,680
shares
|
$303,861
0.1% of portfolio
|
Q3 2025
Added 43.59%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,679
shares
|
$303,680
0.05% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
1,673
shares
|
$302,595
0.03% of portfolio
|
Q4 2025
Added 3.91%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
1,664
shares
|
$300,967
0.03% of portfolio
|
Q4 2025
Added 1.22%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
1,651
shares
|
$298,616
0.11% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
1,647
shares
|
$297,892
0.03% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,644
shares
|
$297,350
0.05% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
1,635
shares
|
$295,722
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
1,634
shares
|
$295,541
0.02% of portfolio
|
Q3 2025
Added 67.59%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,633
shares
|
$295,360
0.06% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
1,632
shares
|
$295,179
0.07% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
1,629
shares
|
$294,637
0.04% of portfolio
|
Q3 2025
Reduced 61.26%
|
|
|
Waldron Private Wealth LLC
|
Jan 14, 2026 Q4 2025 |
1,626
shares
|
$294,094
0.01% of portfolio
|
Q4 2025
Reduced 20.53%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
1,624
shares
|
$293,732
0.1% of portfolio
|
Q3 2025
Reduced 37.3%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
1,617
shares
|
$292,466
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Hall Laurie J Trustee
|
Oct 14, 2025 Q3 2025 |
1,610
shares
|
$291,200
0.11% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
1,609
shares
|
$291,019
0.16% of portfolio
|
Q4 2021
Added 0.56%
|
|