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 |
|---|---|---|---|---|---|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 09, 2025 Q3 2025 |
1,006
shares
|
$181,955
0.09% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
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
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$180,870
0.02% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
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%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
998
shares
|
$180,508
0.03% of portfolio
|
Q3 2025
Reduced 21.04%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
998
shares
|
$180,508
0.02% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
996
shares
|
$180,146
0.04% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
995
shares
|
$179,965
0.05% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
994
shares
|
$179,784
0.04% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
993
shares
|
$179,603
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
980
shares
|
$177,252
0.04% of portfolio
|
Q2 2023
Added 0.1%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
974
shares
|
$176,167
0.0% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
970
shares
|
$175,443
0.01% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
966
shares
|
$174,720
0.03% of portfolio
|
Q3 2025
Reduced 18.76%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
954
shares
|
$172,549
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
935
shares
|
$169,113
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
916
shares
|
$165,676
0.04% of portfolio
|
Q2 2021
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
903
shares
|
$163,325
0.01% of portfolio
|
Q2 2025
Added 26.29%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
896
shares
|
$162,059
0.01% of portfolio
|
Q3 2025
Added 108.86%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
890
shares
|
$160,974
0.03% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
885
shares
|
$160,069
0.15% of portfolio
|
Q3 2022
New holding
|
|