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 |
|---|---|---|---|---|---|
|
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
|
Oct 07, 2025 Q3 2025 |
1,185
shares
|
$214,330
0.02% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
1,185
shares
|
$214,330
0.03% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
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%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,179
shares
|
$213,245
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,178
shares
|
$213,064
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,177
shares
|
$212,883
0.01% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
1,177
shares
|
$212,883
0.04% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,172
shares
|
$211,979
0.07% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Ariston Services Group
San Diego, CA |
Oct 28, 2025 Q3 2025 |
1,168
shares
|
$211,256
0.14% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
1,167
shares
|
$211,075
0.12% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
1,162
shares
|
$210,170
0.11% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
1,157
shares
|
$209,266
0.04% of portfolio
|
Q3 2025
Reduced 42.47%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
1,153
shares
|
$208,543
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,148
shares
|
$207,638
0.01% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,144
shares
|
$206,915
0.0% of portfolio
|
Q3 2022
Added 5.05%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
1,141
shares
|
$206,372
0.02% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
1,139
shares
|
$206,010
0.08% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Oct 17, 2025 Q3 2025 |
1,135
shares
|
$205,287
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
1,125
shares
|
$203,478
0.03% of portfolio
|
Q3 2025
Reduced 98.13%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
1,121
shares
|
$202,755
0.02% of portfolio
|
Q3 2025
Reduced 43.13%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
1,120
shares
|
$202,574
0.03% of portfolio
|
Q3 2025
New holding
|
|