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 1,786 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 |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
1,514
shares
|
$273,837
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
1,504
shares
|
$272,028
0.06% of portfolio
|
Q3 2025
Reduced 38.54%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
1,503
shares
|
$271,847
0.06% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 29, 2025 Q3 2025 |
1,500
shares
|
$271,305
0.0% of portfolio
|
Q3 2025
Added 54.64%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
1,500
shares
|
$271,305
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
1,498
shares
|
$270,943
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,497
shares
|
$270,762
0.2% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
1,496
shares
|
$270,581
0.09% of portfolio
|
Q4 2025
Reduced 6.85%
|
|
|
Oak Thistle LLC
|
Oct 06, 2025 Q3 2025 |
1,490
shares
|
$269,496
0.05% of portfolio
|
Q3 2025
Reduced 89.55%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
1,483
shares
|
$268,230
0.11% of portfolio
|
Q3 2025
Reduced 55.63%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
1,483
shares
|
$268,230
0.05% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
1,482
shares
|
$268,049
0.0% of portfolio
|
Q3 2025
Reduced 33.18%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,482
shares
|
$268,049
0.04% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,479
shares
|
$267,506
0.15% of portfolio
|
Q1 2023
Added 4.97%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
1,477
shares
|
$267,144
0.13% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
1,473
shares
|
$266,421
0.07% of portfolio
|
Q4 2023
Added 2.01%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
1,473
shares
|
$266,421
0.14% of portfolio
|
Q3 2025
Added 39.89%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
1,470
shares
|
$265,878
0.14% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
1,467
shares
|
$265,336
0.0% of portfolio
|
Q3 2025
Reduced 12.89%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,465
shares
|
$264,974
0.02% of portfolio
|
Q3 2025
Added 993.28%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
1,461
shares
|
$264,251
0.01% of portfolio
|
Q3 2025
Reduced 34.89%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Nov 10, 2025 Q3 2025 |
1,460
shares
|
$264,070
0.09% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
1,450
shares
|
$262,261
0.01% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,450
shares
|
$262,261
0.0% of portfolio
|
Q4 2023
Reduced 10.16%
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
1,446
shares
|
$261,538
0.06% of portfolio
|
Q3 2025
Reduced 57.55%
|
|