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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
85
shares
|
$15,373
0.0% of portfolio
|
Q4 2021
Reduced 27.97%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
82
shares
|
$14,831
0.0% of portfolio
|
Q3 2025
Added 26.15%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
82
shares
|
$14,831
0.0% of portfolio
|
Q3 2025
Added 530.77%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
80
shares
|
$14,469
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
80
shares
|
$14,469
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
78
shares
|
$14,107
0.0% of portfolio
|
Q4 2024
Added 56.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
76
shares
|
$13,746
0.01% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
75
shares
|
$13,565
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
74
shares
|
$13,384
0.0% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
72
shares
|
$13,022
0.0% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
1248 Management, LLC
Kansas City, MO |
Nov 14, 2025 Q3 2025 |
72
shares
|
$13,022
0.01% of portfolio
|
Q3 2025
Reduced 98.38%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
71
shares
|
$12,841
0.01% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
70
shares
|
$12,660
0.0% of portfolio
|
Q2 2025
Added 20.69%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
70
shares
|
$12,660
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
65
shares
|
$11,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
62
shares
|
$11,213
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
61
shares
|
$11,033
0.0% of portfolio
|
Q3 2025
Added 1425.0%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
61
shares
|
$11,033
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
61
shares
|
$11,033
0.01% of portfolio
|
Q2 2025
Reduced 99.54%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
60
shares
|
$10,852
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
56
shares
|
$10,128
0.0% of portfolio
|
Q3 2025
Reduced 26.32%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
55
shares
|
$9,947
0.0% of portfolio
|
Q1 2024
Reduced 6.78%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
55
shares
|
$9,947
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
54
shares
|
$9,766
0.0% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
54
shares
|
$9,766
0.01% of portfolio
|
Q3 2025
New holding
|
|