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 |
|---|---|---|---|---|---|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
1,037
shares
|
$187,562
0.01% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Oct 15, 2025 Q3 2025 |
1,033
shares
|
$186,838
0.13% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
1,031
shares
|
$186,476
0.01% of portfolio
|
Q1 2024
Reduced 12.85%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
1,031
shares
|
$186,476
0.0% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
1,026
shares
|
$185,572
0.1% of portfolio
|
Q3 2025
Reduced 19.15%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,019
shares
|
$184,306
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,017
shares
|
$183,944
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
1,016
shares
|
$183,763
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
1,015
shares
|
$183,583
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
1,014
shares
|
$183,402
0.13% of portfolio
|
Q3 2025
Reduced 18.42%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
1,011
shares
|
$182,859
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Members Advisory Group LLC
Williamsville, NY |
Oct 22, 2025 Q3 2025 |
1,010
shares
|
$182,678
0.08% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
1,010
shares
|
$182,678
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
1,010
shares
|
$182,678
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
1,010
shares
|
$182,678
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
1,009
shares
|
$182,497
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
1,009
shares
|
$182,497
0.1% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
1,008
shares
|
$182,316
0.15% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
1,007
shares
|
$182,136
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
1,005
shares
|
$181,774
0.1% of portfolio
|
Q3 2025
Reduced 34.95%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
1,004
shares
|
$181,593
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Capital Group
|
Nov 03, 2025 Q3 2025 |
1,000
shares
|
$180,870
0.02% of portfolio
|
Q2 2025
Reduced 45.89%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
1,000
shares
|
$180,870
0.02% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Carlson Capital L P
Dallas, TX |
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$180,870
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
1,000
shares
|
$180,870
0.03% of portfolio
|
Q3 2025
Reduced 23.14%
|
|