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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,377
shares
|
$249,057
0.03% of portfolio
|
Q3 2025
Added 18.1%
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Nov 06, 2025 Q3 2025 |
1,371
shares
|
$247,972
0.1% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,370
shares
|
$247,791
0.06% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
1,362
shares
|
$246,344
0.01% of portfolio
|
Q3 2025
Reduced 18.0%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
1,362
shares
|
$246,344
0.21% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2025 Q3 2025 |
1,356
shares
|
$245,259
0.0% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
1,355
shares
|
$245,078
0.03% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
1,352
shares
|
$244,536
0.03% of portfolio
|
Q3 2025
Reduced 82.19%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
1,352
shares
|
$244,536
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
1,350
shares
|
$244,174
0.08% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
1,350
shares
|
$244,174
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
1,348
shares
|
$243,812
0.06% of portfolio
|
Q3 2025
Reduced 11.26%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
1,344
shares
|
$243,089
0.02% of portfolio
|
Q3 2025
Reduced 59.07%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
1,340
shares
|
$242,365
0.01% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,339
shares
|
$242,184
0.18% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
1,337
shares
|
$241,823
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Blalock Williams, LLC
Alexander City, AL |
Oct 27, 2025 Q3 2025 |
1,336
shares
|
$241,642
0.24% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
1,334
shares
|
$241,280
0.03% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,332
shares
|
$240,918
0.01% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
1,326
shares
|
$239,833
0.01% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 10, 2025 Q3 2025 |
1,326
shares
|
$239,833
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,325
shares
|
$239,652
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,322
shares
|
$239,110
0.01% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
1,321
shares
|
$238,929
0.02% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
1,319
shares
|
$238,567
0.02% of portfolio
|
Q3 2025
Reduced 5.72%
|
|