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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
253
shares
|
$45,760
0.01% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
251
shares
|
$45,398
0.01% of portfolio
|
Q3 2025
Reduced 34.12%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
249
shares
|
$45,036
0.0% of portfolio
|
Q3 2025
Reduced 50.4%
|
|
|
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%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
228
shares
|
$41,238
0.0% of portfolio
|
Q3 2025
Added 113414.91%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
216
shares
|
$39,067
0.01% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
214
shares
|
$38,706
0.01% of portfolio
|
Q3 2025
Added 31.29%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
209
shares
|
$37,801
0.0% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
206
shares
|
$37,259
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
200
shares
|
$36,174
0.01% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
195
shares
|
$35,269
0.02% of portfolio
|
Q3 2023
Added 9.55%
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
193
shares
|
$34,907
0.01% of portfolio
|
Q2 2025
Added 114.44%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
192
shares
|
$34,727
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
192
shares
|
$34,727
0.01% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
188
shares
|
$34,003
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
183
shares
|
$33,099
0.01% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
182
shares
|
$32,918
0.0% of portfolio
|
Q3 2025
Reduced 21.55%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
182
shares
|
$32,918
0.01% of portfolio
|
Q2 2025
Reduced 26.91%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
181
shares
|
$32,737
0.02% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
177
shares
|
$32,013
0.0% of portfolio
|
Q2 2024
Reduced 6.35%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
173
shares
|
$31,290
0.05% of portfolio
|
Q3 2025
Added 24.46%
|
|