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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
112
shares
|
$20,257
0.0% of portfolio
|
Q3 2025
Reduced 62.67%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
111
shares
|
$20,076
0.0% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
109
shares
|
$19,714
0.01% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
106
shares
|
$19,172
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
104
shares
|
$18,810
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
102
shares
|
$18,448
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
102
shares
|
$18,448
0.01% of portfolio
|
Q3 2023
Added 32.47%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
102
shares
|
$18,448
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
100
shares
|
$18,087
0.0% of portfolio
|
Q2 2024
Reduced 48.72%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
100
shares
|
$18,087
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
96
shares
|
$17,363
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
96
shares
|
$17,363
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
95
shares
|
$17,182
0.01% of portfolio
|
Q2 2024
Reduced 92.22%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
95
shares
|
$17,182
0.01% of portfolio
|
Q1 2024
Reduced 39.87%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
94
shares
|
$17,001
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
93
shares
|
$16,820
0.01% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
91
shares
|
$16,459
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
91
shares
|
$16,459
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
90
shares
|
$16,278
0.0% of portfolio
|
Q3 2024
Added 210.34%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
90
shares
|
$16,278
0.01% of portfolio
|
Q3 2025
Added 26.76%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
90
shares
|
$16,278
0.01% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
89
shares
|
$16,097
0.0% of portfolio
|
Q4 2022
Added 36.92%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
88
shares
|
$15,916
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
88
shares
|
$15,916
0.01% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
88
shares
|
$15,916
0.01% of portfolio
|
Q4 2024
New holding
|
|