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 |
|---|---|---|---|---|---|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
1,248
shares
|
$225,725
0.01% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
1,230
shares
|
$222,470
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,226
shares
|
$221,746
0.01% of portfolio
|
Q2 2024
Added 30.67%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Oct 14, 2025 Q3 2025 |
1,219
shares
|
$220,480
0.0% of portfolio
|
Q3 2025
Added 148.78%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
1,219
shares
|
$220,480
0.03% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
1,217
shares
|
$220,118
0.01% of portfolio
|
Q3 2025
Reduced 25.7%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
1,217
shares
|
$220,118
0.01% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
New England Professional Planning Group Inc.
|
Jan 14, 2026 Q4 2025 |
1,211
shares
|
$219,033
0.09% of portfolio
|
Q4 2025
Reduced 3.97%
|
|
|
Dempze Nancy E
|
Nov 07, 2025 Q3 2025 |
1,210
shares
|
$218,852
0.15% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,207
shares
|
$218,310
0.02% of portfolio
|
Q4 2023
Added 0.92%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
1,206
shares
|
$218,129
0.04% of portfolio
|
Q3 2025
Added 27.62%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
1,205
shares
|
$217,948
0.01% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
1,202
shares
|
$217,405
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
1,200
shares
|
$217,044
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
1,200
shares
|
$217,044
0.13% of portfolio
|
Q2 2023
Reduced 33.33%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,199
shares
|
$216,863
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
1,189
shares
|
$215,054
0.04% of portfolio
|
Q3 2025
Reduced 49.23%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,188
shares
|
$214,873
0.01% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
1,186
shares
|
$214,511
0.05% of portfolio
|
Q3 2025
Reduced 36.81%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,186
shares
|
$214,511
0.04% of portfolio
|
Q3 2025
Reduced 85.35%
|
|
|
Northside Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,185
shares
|
$214,330
0.02% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
1,183
shares
|
$213,969
0.04% of portfolio
|
Q3 2025
Reduced 29.79%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,181
shares
|
$213,607
0.07% of portfolio
|
Q1 2023
Added 1.11%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 14, 2026 Q4 2025 |
1,180
shares
|
$213,426
0.15% of portfolio
|
Q4 2025
Reduced 4.22%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,179
shares
|
$213,245
0.19% of portfolio
|
Q2 2023
New holding
|
|