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 |
|---|---|---|---|---|---|
|
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%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
301
shares
|
$54,441
0.0% of portfolio
|
Q3 2025
Reduced 31.9%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
300
shares
|
$54,261
0.0% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
300
shares
|
$54,261
0.03% of portfolio
|
Q1 2024
Reduced 40.0%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
298
shares
|
$53,899
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
297
shares
|
$53,718
0.01% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
289
shares
|
$52,271
0.01% of portfolio
|
Q3 2024
Reduced 17.43%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
289
shares
|
$52,271
0.02% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
288
shares
|
$52,090
0.02% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
286
shares
|
$51,728
0.01% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
284
shares
|
$51,367
0.01% of portfolio
|
Q3 2025
Reduced 28.64%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
282
shares
|
$51,005
0.01% of portfolio
|
Q2 2023
Added 86.75%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
279
shares
|
$50,462
0.02% of portfolio
|
Q1 2025
Added 16.25%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
275
shares
|
$49,739
0.01% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
269
shares
|
$48,654
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
266
shares
|
$48,111
0.0% of portfolio
|
Q4 2025
Added 63.19%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
266
shares
|
$48,111
0.0% of portfolio
|
Q4 2025
Added 4.31%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
252
shares
|
$45,579
0.02% of portfolio
|
Q4 2025
Reduced 2.33%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
251
shares
|
$45,398
0.01% of portfolio
|
Q3 2025
Reduced 34.12%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
248
shares
|
$44,855
0.01% of portfolio
|
Q3 2025
Added 78.42%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
240
shares
|
$43,408
0.0% of portfolio
|
Q3 2025
Reduced 13.67%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
235
shares
|
$42,504
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
231
shares
|
$41,780
0.0% of portfolio
|
Q3 2025
Added 11450.0%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
228
shares
|
$41,238
0.03% of portfolio
|
Q3 2025
Reduced 4.6%
|
|