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 1,800 institutions that hold shares in the stock, with a total of 426 Million shares, which have been reported (via 13F filing form) to have a value of $77.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
1,317
shares
|
$238,205
0.1% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
1,316
shares
|
$238,024
0.01% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
1,315
shares
|
$237,844
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
1,313
shares
|
$237,482
0.15% of portfolio
|
Q3 2025
Added 34.67%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
1,313
shares
|
$237,482
0.03% of portfolio
|
Q2 2025
Reduced 12.99%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Nov 14, 2025 Q3 2025 |
1,307
shares
|
$236,397
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,305
shares
|
$236,035
0.03% of portfolio
|
Q3 2022
Added 1.24%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,304
shares
|
$235,854
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Oct 06, 2025 Q3 2025 |
1,302
shares
|
$235,492
0.14% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
1,291
shares
|
$233,503
0.13% of portfolio
|
Q3 2025
Reduced 41.37%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,282
shares
|
$231,875
0.02% of portfolio
|
Q3 2025
Reduced 56.39%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,280
shares
|
$231,513
0.02% of portfolio
|
Q3 2025
Reduced 48.18%
|
|
|
Nichols & Pratt Advisers LLP
|
Nov 04, 2025 Q3 2025 |
1,277
shares
|
$230,970
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
1,274
shares
|
$230,428
0.02% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,273
shares
|
$230,247
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
1,269
shares
|
$229,524
0.03% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
1,269
shares
|
$229,524
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,267
shares
|
$229,162
0.01% of portfolio
|
Q3 2025
Reduced 28.09%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
1,264
shares
|
$228,619
0.08% of portfolio
|
Q3 2025
Reduced 19.8%
|
|
|
New England Professional Planning Group Inc.
|
Oct 14, 2025 Q3 2025 |
1,261
shares
|
$228,077
0.11% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
1,261
shares
|
$228,077
0.02% of portfolio
|
Q3 2025
Reduced 15.48%
|
|