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 |
|---|---|---|---|---|---|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
398
shares
|
$71,986
0.02% of portfolio
|
Q4 2025
Added 3.92%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
392
shares
|
$70,901
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
384
shares
|
$69,454
0.17% of portfolio
|
Q3 2025
Reduced 94.41%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
381
shares
|
$68,911
0.02% of portfolio
|
Q2 2024
Added 17.96%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
374
shares
|
$67,645
0.03% of portfolio
|
Q4 2023
Added 285.57%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
372
shares
|
$67,283
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
369
shares
|
$66,741
0.03% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Silvant Capital Management LLC
|
Nov 18, 2025 Q3 2025 |
358
shares
|
$64,751
0.0% of portfolio
|
Q3 2019
Reduced 17.89%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
351
shares
|
$63,485
0.02% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
348
shares
|
$62,942
0.01% of portfolio
|
Q4 2025
Added 11.9%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
343
shares
|
$62,038
2.32% of portfolio
|
Q3 2024
Reduced 98.98%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
334
shares
|
$60,410
0.04% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
328
shares
|
$59,325
0.0% of portfolio
|
Q3 2025
Reduced 80.5%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
327
shares
|
$59,144
0.0% of portfolio
|
Q4 2025
Added 31.33%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
327
shares
|
$59,144
0.01% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
325
shares
|
$58,782
0.01% of portfolio
|
Q3 2025
Reduced 74.94%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
324
shares
|
$58,601
0.0% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
323
shares
|
$58,421
0.0% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
317
shares
|
$57,335
0.03% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
313
shares
|
$56,612
0.02% of portfolio
|
Q4 2025
Reduced 37.02%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
313
shares
|
$56,612
0.01% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
312
shares
|
$56,431
0.0% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
308
shares
|
$55,707
0.03% of portfolio
|
Q2 2021
Added 0.65%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
305
shares
|
$55,165
0.02% of portfolio
|
Q2 2025
Reduced 29.07%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
304
shares
|
$54,984
0.01% of portfolio
|
Q3 2025
Added 3.05%
|
|