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 1,785 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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
535
shares
|
$96,765
0.01% of portfolio
|
Q3 2022
Reduced 1.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
529
shares
|
$95,680
0.01% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
512
shares
|
$92,605
0.05% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
496
shares
|
$89,711
0.08% of portfolio
|
Q3 2025
Reduced 8.32%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
478
shares
|
$86,455
0.02% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
474
shares
|
$85,732
0.01% of portfolio
|
Q4 2025
Added 3.27%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
463
shares
|
$83,742
0.03% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
460
shares
|
$83,200
0.0% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
453
shares
|
$81,934
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 12, 2025 Q3 2025 |
450
shares
|
$81,391
0.06% of portfolio
|
Q4 2020
Added 28.57%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
444
shares
|
$80,306
0.03% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
442
shares
|
$79,944
0.01% of portfolio
|
Q3 2025
Added 132.63%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
434
shares
|
$78,497
0.0% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Employees Retirement System Of Texas
|
Nov 13, 2025 Q3 2025 |
432
shares
|
$78,135
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
429
shares
|
$77,593
0.0% of portfolio
|
Q3 2025
Reduced 10.44%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
427
shares
|
$77,231
0.02% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
420
shares
|
$75,965
0.01% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
415
shares
|
$75,061
0.0% of portfolio
|
Q3 2025
Reduced 88.48%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
412
shares
|
$74,518
0.03% of portfolio
|
Q3 2025
Added 131.46%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
410
shares
|
$74,156
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
408
shares
|
$73,794
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
407
shares
|
$73,614
0.05% of portfolio
|
Q3 2025
Reduced 14.5%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
406
shares
|
$73,433
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
405
shares
|
$73,252
0.02% of portfolio
|
Q2 2025
Added 21.26%
|
|
|
Riverview Trust CO
|
Oct 22, 2025 Q3 2025 |
400
shares
|
$72,348
0.13% of portfolio
|
Q2 2025
Reduced 63.96%
|
|