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 |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
173
shares
|
$31,290
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
171
shares
|
$30,928
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
171
shares
|
$30,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
168
shares
|
$30,386
0.01% of portfolio
|
Q2 2024
Added 97.65%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
167
shares
|
$30,205
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
164
shares
|
$29,662
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
163
shares
|
$29,481
0.0% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
159
shares
|
$28,758
0.01% of portfolio
|
Q3 2025
Reduced 91.42%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
158
shares
|
$28,577
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
157
shares
|
$28,396
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
154
shares
|
$27,853
0.0% of portfolio
|
Q2 2025
Added 29.41%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
151
shares
|
$27,311
0.01% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
151
shares
|
$27,311
0.0% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
150
shares
|
$27,130
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
148
shares
|
$26,768
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
146
shares
|
$26,407
0.0% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
135
shares
|
$24,417
0.01% of portfolio
|
Q3 2025
Reduced 22.86%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
132
shares
|
$23,874
0.01% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
130
shares
|
$23,513
0.01% of portfolio
|
Q3 2024
Added 85.71%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
130
shares
|
$23,513
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
129
shares
|
$23,332
0.02% of portfolio
|
Q1 2024
Reduced 43.67%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
125
shares
|
$22,608
0.0% of portfolio
|
Q3 2025
Reduced 50.79%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
122
shares
|
$22,066
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
122
shares
|
$22,066
0.01% of portfolio
|
Q2 2025
Reduced 7.58%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
113
shares
|
$20,438
0.0% of portfolio
|
Q3 2025
Reduced 65.44%
|
|